Axis Equity Savings Fund Regular-IDCW Monthly Reinvestment
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Hybrid, Equity Savings, Principal at moderately high risk
1 Year Return 7.03% at 16 Feb 2026 04:09 PM
Fund Details
NAV 11.47
Sub-Type Equity Savings
Rating 2
Min. SIP Amount ₹100.0
Fund Age(Year) 10.51
Fund Size(in Crores) 904.9
Fund Performance
1 Month 0.13%
3 Month -0.13%
6 Month 2.99%
1 Year 7.03%
3 Year 10.21%
5 Year 8.03%
Know This Fund
As on 16 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (36.65%) Market Cap Large Cap 61.29 Mid Cap 4.87 Small Cap -29.51 Top Sectors Financial 12.63 Healthcare 3.84 Technology 3.73 Automobile 3.43 Energy 3 Communication 2.67 Construction 2 Capital Goods 1.38 Metals & Mining 0.97 Consumer Staples 0.9 Services 0.77 Insurance 0.72 Materials 0.6 Top Holding Larsen & Toubro 1.94 Grasim Industries 0 Ambuja Cements 0 Maruti Suzuki India 0 Titan Company 0 Hindustan Petroleum Corporation 0 ITC 0.04 TeamLease Services 0.13 Hindalco Industries 0 Samvardhana Motherson 0 Bajaj Finserv 0 MCX 0 Reliance Industries 2.35 Kotak Mahindra Bank 0.13 Havells India 0 Hindustan Unilever 0.1 ABB India 0.02 Cohance Lifesciences 0.06 Indian Bank 0.35 Jyoti CNC Automation 0.24 State Bank of India 0.93 Hero Motocorp 0.15 Welspun Corp 0.4 Mahindra & Mahindra 2.4 APL Apollo Tubes 0 NTPC 0.33 Shriram Finance 0 Bharat Petroleum Corporation 0.08 Polycab India 0 Godrej Consumer 0.68 Kwality Wall's (India) 0 Bharti Airtel 2.19 Jindal Steel 0.58 Union Bank of India 0 Vodafone Idea 0.13 Tata Power Company 0.04 Lupin 0 Tata Consultancy 0.3 JB Chemicals 0.47 Sudeep Pharma 0.2 Power Grid Corporation Of India 0.17 Cipla 0 Craftsman Automation 0.04 Healthcare Global Enterprises 0.37 Punjab National Bank 0 HDFC Bank 3.45 ICICI Bank 3.02 Awfis Space Solutions 0.14 Yes Bank 0 Bandhan Bank 0 Indusind Bank 0 Cummins India 0.06 Ultratech Cement 0.6 Neuland Laboratories 0.04 United Spirits 0.07 One97 Communications 0 Onesource Specialty Pharma 0.09 SJS Enterprises 0.8 Aditya Infotech 0.35 Dixon Technologies (India) 0.03 Bajaj Finance 0.63 Aurobindo Pharma 0 Godrej Properties 0 Solar Industries India 0 Mahindra & Mahindra Warrant -0.62 Sansera Engineering 0.43 CORONA Remedies 0.68 Emcure Pharmaceuticals 0.36 Apollo Hospitals Enterprise 0.64 The Federal Bank 0.48 Bharat Heavy Electricals 0.28 Tech Mahindra 1.34 GMR Airports 0 Mphasis 0 Tata Steel -0.01 Pidilite Industries 0 Fortis Healthcare 0.77 Krishna Institute 0.06 Coforge 0.37 RBL Bank 0 SBI Life Insurance Company 0.5 Glenmark Pharmaceuticals 0 Brigade Enterprises 0.06 Max Healthcare Institute 0 Sun Pharmaceutical Industries 0.11 HDFC AMC 0 DLF 0 Trent 0 Eternal 0.49 Biocon 0 Bharat Dynamics 0.02 Bank of Baroda 0 Swiggy 0.02 Hindustan Aero 0.74 Muthoot Finance 0 Infosys 1.73 Premier Energies 0.03 Cholamandalam Investment and Finance Company 0.18 Crompton Greaves Con. Electricals 0 HDFC Life Insurance 0.23 Sona BLW Precision Forgings 0.23 SRF 0 Divi's Laboratories 0 Bank Nifty 3.48
Debt & Others (63.339999999999996%) Sector Allocation Floating Rate Bond 0.56 CBLO 3.58 Net Receivables 36.36 Debt Credit Ratings Cash & Call Money 40.18 SOV 9.52 AA+ 7.8 A1+ 2.34 AAA 1.45 Debt Category National Bank Agr. Rur. Devp 0.23 TVS Holdings 1.11 Shriram Finance 3.34 Power Grid Corporation Of India 0.11
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Savings Fund Regular-Growth Ret 1M 0.17% Ret 1Y 9.22% Ret 3Y 9.59% Ret 5Y 7.12%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Savings Fund Regular-IDCW Ret 1M 0.17% Ret 1Y 9.22% Ret 3Y 9.59% Ret 5Y 7.12%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Savings Fund Regular-IDCW Reinvestment Ret 1M 0.17% Ret 1Y 9.22% Ret 3Y 9.59% Ret 5Y 7.12%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-Growth Ret 1M 0.13% Ret 1Y 7.03% Ret 3Y 10.21% Ret 5Y 8.03%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Monthly Payout Ret 1M 0.13% Ret 1Y 7.03% Ret 3Y 10.21% Ret 5Y 8.03%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Monthly Reinvestment Ret 1M 0.13% Ret 1Y 7.03% Ret 3Y 10.21% Ret 5Y 8.03%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Payout Ret 1M 0.13% Ret 1Y 7.03% Ret 3Y 10.21% Ret 5Y 8.03%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Quarterly Payout Ret 1M 0.13% Ret 1Y 7.03% Ret 3Y 10.21% Ret 5Y 8.03%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Quarterly Reinvestment Ret 1M 0.13% Ret 1Y 7.03% Ret 3Y 10.21% Ret 5Y 8.03%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Reinvestment Ret 1M 0.13% Ret 1Y 7.03% Ret 3Y 10.21% Ret 5Y 8.03%
Equity, Flexi Cap funds Bajaj Finserv Equity Savings Fund Regular-Growth Ret 1M 0.26% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.28%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Hardik Shah
Education Mr. Shah has done B.E. Information Technology and MBA Finance.
Experience Prior to joining Axis Mutual Fund, he has worked with Nippon India Mutual Fund, Quantum Asset Management Company and ICAP India (P) Ltd.
Mayank Hyanki
Education Mr. Hyanki has done B.Tech and PGDM, Finance
Experience Prior to joining Axis Mutual Fund, he has worked with Reliance, Birla Sun Life Asset Management Company Ltd and ING Investment Management (I) Pvt Ltd
Krishnaa Narayan
Education She is a Chartered Accountant
Experience Prior to joining Axis Mutual Fund, she has worked with Price Waterhouse Coopers
Hitesh Das
Education Mr. Das is a PGDM, M.Tech, B.Tech
Experience Prior to joining Axis Mutual Fund, he has worked with Barclays Securities India Pvt. Ltd., Credit Suisse Securities (India) Pvt. Ltd., Ebusinessware (India) Pvt. Ltd., Yes Bank.
Devang Shah
Education Mr. Shah is B.Com and ACA.
Experience Prior to joining Axis AMC he has worked with ICICI Prudential AMC, Deutsche Asset Management (India) Pvt. Ltd. and Pricewaterhouse Coopers.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at moderately high risk
AMC and Fund details
Rank (total sets) 18
Date of Incorporation 2015-08-14
Total AUM 2026-01-31
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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