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Axis Equity Savings Fund Regular-IDCW Quarterly Reinvestment
Hybrid, Equity Savings, Principal at moderately high risk
1 Year Return 8.02%
Fund Details
NAV 12.03
Sub-Type Equity Savings
Rating 2
Min. SIP Amount 100.0
Fund Age(Year) 10.52
Fund Size 904.9
Fund Performance
1 Month 0.44%
3 Month 0.04%
6 Month 3.26%
1 Year 8.02%
3 Year 10.21%
5 Year 8.04%
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Savings Fund Regular-Growth Ret 1M 0.43% Ret 1Y 9.71% Ret 3Y 9.66% Ret 5Y 7.13%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Savings Fund Regular-IDCW Ret 1M 0.43% Ret 1Y 9.71% Ret 3Y 9.66% Ret 5Y 7.13%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Savings Fund Regular-IDCW Reinvestment Ret 1M 0.43% Ret 1Y 9.71% Ret 3Y 9.66% Ret 5Y 7.13%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-Growth Ret 1M 0.44% Ret 1Y 8.02% Ret 3Y 10.21% Ret 5Y 8.04%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Monthly Payout Ret 1M 0.44% Ret 1Y 8.02% Ret 3Y 10.21% Ret 5Y 8.04%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Monthly Reinvestment Ret 1M 0.44% Ret 1Y 8.02% Ret 3Y 10.21% Ret 5Y 8.04%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Payout Ret 1M 0.44% Ret 1Y 8.02% Ret 3Y 10.21% Ret 5Y 8.04%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Quarterly Payout Ret 1M 0.44% Ret 1Y 8.02% Ret 3Y 10.21% Ret 5Y 8.04%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Quarterly Reinvestment Ret 1M 0.44% Ret 1Y 8.02% Ret 3Y 10.21% Ret 5Y 8.04%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Reinvestment Ret 1M 0.44% Ret 1Y 8.02% Ret 3Y 10.21% Ret 5Y 8.04%
Equity, Flexi Cap funds Bajaj Finserv Equity Savings Fund Regular-Growth Ret 1M 0.49% 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
Krishnaa Narayan
Education She is a Chartered Accountant
Experience Prior to joining Axis Mutual Fund, she has worked with Price Waterhouse Coopers
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
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.
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.
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.
Know This Fund
As on 18 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 61.2 Small Cap -29.51 Mid Cap 4.97 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 Godrej Consumer 0.68 Mahindra & Mahindra Warrant -0.62 Tata Steel -0.01 Premier Energies 0.03 Sona BLW Precision Forgings 0.23 HDFC AMC 0 Bajaj Finance 0.63 Hero Motocorp 0.15 Bank of Baroda 0 APL Apollo Tubes 0 Solar Industries India 0 Reliance Industries 2.35 Hindustan Petroleum Corporation 0 Pidilite Industries 0 Bharat Dynamics 0.02 Infosys 1.73 ITC 0.04 Yes Bank 0 One97 Communications 0 Godrej Properties 0 Indian Bank 0.35 Titan Company 0 Kwality Wall's (India) 0 Bank Nifty 3.48 Coforge 0.37 Kotak Mahindra Bank 0.13 SBI Life Insurance Company 0.5 Mphasis 0 Krishna Institute 0.06 Ultratech Cement 0.6 Maruti Suzuki India 0 Apollo Hospitals Enterprise 0.64 Cipla 0 SJS Enterprises 0.8 ABB India 0.02 Punjab National Bank 0 JB Chemicals 0.47 Jyoti CNC Automation 0.24 Ambuja Cements 0 Max Healthcare Institute 0 Glenmark Pharmaceuticals 0 Muthoot Finance 0 Tata Consultancy 0.3 Aurobindo Pharma 0 Bharat Petroleum Corporation 0.08 Sun Pharmaceutical Industries 0.11 Healthcare Global Enterprises 0.37 Sudeep Pharma 0.2 Tata Power Company 0.04 Samvardhana Motherson 0 Polycab India 0 Bharat Heavy Electricals 0.28 Havells India 0 United Spirits 0.07 Bharti Airtel 2.19 Cholamandalam Investment and Finance Company 0.18 HDFC Life Insurance 0.23 Hindalco Industries 0 Neuland Laboratories 0.04 Awfis Space Solutions 0.14 Larsen & Toubro 1.94 Sansera Engineering 0.43 Cummins India 0.06 State Bank of India 0.93 Biocon 0 Bajaj Finserv 0 Bandhan Bank 0 Eternal 0.49 Crompton Greaves Con. Electricals 0 The Federal Bank 0.48 NTPC 0.33 Indusind Bank 0 Tech Mahindra 1.34 Vodafone Idea 0.13 Fortis Healthcare 0.77 Union Bank of India 0 Aditya Infotech 0.35 Shriram Finance 0 Onesource Specialty Pharma 0.09 Power Grid Corporation Of India 0.17 Craftsman Automation 0.04 TeamLease Services 0.13 Hindustan Aero 0.74 Emcure Pharmaceuticals 0.36 Brigade Enterprises 0.06 Mahindra & Mahindra 2.4 SRF 0 Dixon Technologies (India) 0.03 Hindustan Unilever 0.1 Lupin 0 GMR Airports 0 Swiggy 0.02 RBL Bank 0 Cohance Lifesciences 0.06 Trent 0 Grasim Industries 0 MCX 0 Jindal Steel 0.58 HDFC Bank 3.45 CORONA Remedies 0.68 Welspun Corp 0.4 Divi's Laboratories 0 ICICI Bank 3.02 DLF 0
Debt & Others (63.339999999999996%) Sector Allocation Non Convertible Debenture 1.78 Bonds 1.13 Bonds/Debentures 0.23 Debt Credit Ratings Cash & Call Money 40.18 SOV 9.52 AA+ 7.8 A1+ 2.34 AAA 1.45 Debt Category Muthoot Finance 3.35 Indus Infra Trust 0.37 TVS Holdings 1.11 Aditya Birla Digital Fashion Ventures 0.55
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