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Axis Equity Savings Fund Regular-IDCW Reinvestment
Hybrid, Equity Savings, Principal at moderately high risk
1 Year Return 8.21%
Fund Details
NAV 13.12
Sub-Type Equity Savings
Rating 2
Min. SIP Amount 100.0
Fund Age(Year) 9.63
Fund Size 904.9
Fund Performance
1 Month 0.61%
3 Month 0.35%
6 Month 3.21%
1 Year 8.21%
3 Year 10.26%
5 Year 8.17%
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Savings Fund Regular-Growth Ret 1M 0.52% Ret 1Y 9.75% Ret 3Y 9.69% Ret 5Y 7.21%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Savings Fund Regular-IDCW Ret 1M 0.52% Ret 1Y 9.75% Ret 3Y 9.69% Ret 5Y 7.21%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Savings Fund Regular-IDCW Reinvestment Ret 1M 0.52% Ret 1Y 9.75% Ret 3Y 9.69% Ret 5Y 7.21%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-Growth Ret 1M 0.61% Ret 1Y 8.21% Ret 3Y 10.26% Ret 5Y 8.17%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Monthly Payout Ret 1M 0.61% Ret 1Y 8.21% Ret 3Y 10.26% Ret 5Y 8.17%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Monthly Reinvestment Ret 1M 0.61% Ret 1Y 8.21% Ret 3Y 10.26% Ret 5Y 8.17%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Payout Ret 1M 0.61% Ret 1Y 8.21% Ret 3Y 10.26% Ret 5Y 8.17%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Quarterly Payout Ret 1M 0.61% Ret 1Y 8.21% Ret 3Y 10.26% Ret 5Y 8.17%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Quarterly Reinvestment Ret 1M 0.61% Ret 1Y 8.21% Ret 3Y 10.26% Ret 5Y 8.17%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Reinvestment Ret 1M 0.61% Ret 1Y 8.21% Ret 3Y 10.26% Ret 5Y 8.17%
Equity, Flexi Cap funds Bajaj Finserv Equity Savings Fund Regular-Growth Ret 1M 0.56% 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
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.
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
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.
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 2016-07-04
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 19 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 HDFC AMC 0 Muthoot Finance 0 Godrej Consumer 0.68 Tata Steel -0.01 Tata Consultancy 0.3 Sona BLW Precision Forgings 0.23 SBI Life Insurance Company 0.5 Sansera Engineering 0.43 Swiggy 0.02 Indian Bank 0.35 ITC 0.04 Samvardhana Motherson 0 Ambuja Cements 0 Bank Nifty 3.48 Dixon Technologies (India) 0.03 Bajaj Finance 0.63 Divi's Laboratories 0 Larsen & Toubro 1.94 Mahindra & Mahindra 2.4 Emcure Pharmaceuticals 0.36 Crompton Greaves Con. Electricals 0 RBL Bank 0 Jindal Steel 0.58 Awfis Space Solutions 0.14 Trent 0 Neuland Laboratories 0.04 HDFC Bank 3.45 Solar Industries India 0 Pidilite Industries 0 Eternal 0.49 TeamLease Services 0.13 Hindalco Industries 0 DLF 0 Jyoti CNC Automation 0.24 HDFC Life Insurance 0.23 Hindustan Aero 0.74 Kwality Wall's (India) 0 Maruti Suzuki India 0 JB Chemicals 0.47 CORONA Remedies 0.68 State Bank of India 0.93 Hindustan Petroleum Corporation 0 Cipla 0 ICICI Bank 3.02 Cummins India 0.06 Godrej Properties 0 Grasim Industries 0 SJS Enterprises 0.8 Bank of Baroda 0 Max Healthcare Institute 0 Mphasis 0 Aditya Infotech 0.35 United Spirits 0.07 Premier Energies 0.03 Cohance Lifesciences 0.06 Cholamandalam Investment and Finance Company 0.18 Fortis Healthcare 0.77 Bajaj Finserv 0 APL Apollo Tubes 0 Coforge 0.37 Tata Power Company 0.04 Krishna Institute 0.06 NTPC 0.33 Bharat Heavy Electricals 0.28 Glenmark Pharmaceuticals 0 Welspun Corp 0.4 Sun Pharmaceutical Industries 0.11 Ultratech Cement 0.6 Punjab National Bank 0 MCX 0 The Federal Bank 0.48 Yes Bank 0 Indusind Bank 0 Union Bank of India 0 SRF 0 Bandhan Bank 0 Craftsman Automation 0.04 Power Grid Corporation Of India 0.17 Onesource Specialty Pharma 0.09 Apollo Hospitals Enterprise 0.64 Healthcare Global Enterprises 0.37 Titan Company 0 Polycab India 0 Hero Motocorp 0.15 GMR Airports 0 Brigade Enterprises 0.06 Lupin 0 Mahindra & Mahindra Warrant -0.62 Hindustan Unilever 0.1 Bharat Dynamics 0.02 Bharat Petroleum Corporation 0.08 Infosys 1.73 Aurobindo Pharma 0 Sudeep Pharma 0.2 Bharti Airtel 2.19 Havells India 0 Vodafone Idea 0.13 Kotak Mahindra Bank 0.13 One97 Communications 0 Shriram Finance 0 Tech Mahindra 1.34 ABB India 0.02 Biocon 0 Reliance Industries 2.35
Debt & Others (63.339999999999996%) Sector Allocation Floating Rate Bond 0.56 GOI Securities 9.32 CBLO 3.58 Debt Credit Ratings Cash & Call Money 40.18 SOV 9.52 AA+ 7.8 A1+ 2.34 AAA 1.45 Debt Category Bajaj Housing Finance 0.55 REC 0.56 GOI 9.32 Indus Infra Trust 0.37
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