Axis Equity Savings Fund Regular-IDCW Quarterly Payout
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Hybrid, Equity Savings, Principal at moderately high risk
1 Year Return 5.03% at 22 Dec 2025 06:23 PM
Fund Details
NAV 12.28
Sub-Type Equity Savings
Rating 2
Min. SIP Amount ₹100.0
Fund Age(Year) 10.36
Fund Size(in Crores) 931.13
Fund Performance
1 Month -0.13%
3 Month 1.42%
6 Month 3.79%
1 Year 5.03%
3 Year 9.99%
5 Year 8.83%
Know This Fund
As on 22 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (96.87%) Market Cap Small Cap 1.74 Large Cap 83.4 Mid Cap 11.72 Top Sectors Financial 33.98 Energy 13.12 Technology 10.11 Communication 6.65 Construction 5.32 Materials 4.61 Consumer Staples 4.5 Metals & Mining 4.43 Chemicals 3.63 Consumer Discretionary 2.6 Automobile 2.55 Insurance 1.69 Capital Goods 1.69 Healthcare 1.29 Services 0.71 Top Holding Tata Motors Passenger Vehicles 1.28 Bank of Baroda 2.03 HDFC Bank 9.36 Tata Consumer Products 1.39 Infosys 6.24 Birla Corporation 0.98 Tata Consultancy 1.43 Hindalco Industries 1.67 State Bank of India 8.46 Bharat Petroleum Corporation 1.98 Reliance Industries 8.06 Jindal Steel 2.76 Titan Company 2.6 Kotak Mahindra Bank 1.14 Hindustan Petroleum Corporation 3.08 HCL Technologies 1.86 ITC 2.17 Tata Motors 1.27 Coromandel International 2.87 Cipla 1.29 SBI Life Insurance Company 1.69 Indusind Bank 0.63 Container Corporation Of India 0.71 ICICI Bank 8.94 Larsen & Toubro 5.32 Navin Fluorine International 0.76 Axis Bank 3.42 Wipro 0.57 Schaeffler India 1.69 Hindustan Unilever 0.94 Bharti Airtel 6.65 Ultratech Cement 3.63
Debt & Others (3.13%) Sector Allocation Cash/Net Current Assets 0.06 Repo 3.07 Debt Credit Ratings Debt Category Others 3.13
Comparison with same funds
Equity, Flexi Cap funds 360 ONE ELSS Tax Saver Nifty 50 Index Fund Regular - Growth Ret 1M -0.36% Ret 1Y 9.16% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE ELSS Tax Saver Nifty 50 Index Fund Regular - IDCW Ret 1M -0.36% Ret 1Y 9.16% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-Growth Ret 1M -0.2% Ret 1Y 8.06% Ret 3Y 14.41% Ret 5Y 11.55%
Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-IDCW Ret 1M -0.2% Ret 1Y 8.06% Ret 3Y 14.41% Ret 5Y 11.55%
Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-IDCW Reinvestment Ret 1M -0.2% Ret 1Y 8.06% Ret 3Y 14.41% Ret 5Y 11.55%
Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-Growth Ret 1M -1.44% Ret 1Y 2.64% Ret 3Y 13.44% Ret 5Y 10.7%
Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-IDCW Payout Ret 1M -1.44% Ret 1Y 2.64% Ret 3Y 13.44% Ret 5Y 10.7%
Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-IDCW Reinvestment Ret 1M -1.44% Ret 1Y 2.64% Ret 3Y 13.44% Ret 5Y 10.7%
Equity, Flexi Cap funds Bajaj Finserv ELSS Tax Saver Fund Regular-Growth Ret 1M -0.66% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv ELSS Tax Saver Fund Regular-IDCW Ret 1M -0.66% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan ELSS Tax Saver Fund Regular-Growth Ret 1M 0.18% Ret 1Y 5.73% Ret 3Y 15.35% Ret 5Y 19.59%
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.
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
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.
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 2015-08-14
Total AUM 2025-11-30
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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