
A
Axis Equity Savings Fund Direct - Growth
5 Year Absolute Returns
NAV (₹) on 09 Mar 2026
25.3400
1 Day NAV Change (₹)
-0.16004
Morningstar
2
Value Research
About Fund
NAV
NIFTY50
NAV
NIFTY50
Returns Calculator
Based on Annualised Returns
Investment Type
SIP Amount
Investment Period
5Y
₹ 32.73 L
3.50%
₹ 36.98 L
8.00%
₹ 38.20 L
9.20%
Total Investment
₹ 30,00,000
Returns
₹ 8,20,135 (27.34%)
Maturity Value
₹ 38,20,135
Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.
Returns Comparison
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*The above returns are absolute.
Historical Returns
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Start SIP with as Low as ₹100.
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Asset Allocation
AUM
₹904.90 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Sector Holdings
Sorry, No Data Available at this Moment!
Stock Holdings
Sorry, No Data Available at this Moment!
Fund Comparison
Fund Details
52W High NAV
₹ 26.0300
Min. SIP Amount
₹ 100.00
Min. Lumpsum Amount
₹ 500.00
AUM (in Cr.)
₹ 904.90
Expense Ratio
1.07%
Lock-in Period
No Lock in Period
52W Low NAV
₹ 23.5500
Inception Date
14 Aug 2015
Fund Age
10 Yrs
Benchmark
NIFTY Equity Savings Index TRI
Scheme Type
Open Ended
Stamp Duty
0.005% (from July 1st 2020)
Exit Load
- If Redeemed/switched Out Within 1 Months From The Date Of Allotment: - For 10% Of Investment:nil
- for Remaining Investment : 1%
Tax Implication
- If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%
Fund Managers
Name
Devang Shah
Qualification
B.Com., A.C.A.
Name
Hardik Shah
Qualification
B-Tech (I.T) & MBA (Finance)
Name
Mayank Hyanki
Qualification
Bachel or of Technol ogy, Post Gradua te Diplom
Name
Krishnaa N
Qualification
Chartered Accountant and Bachelor of Commerce
Fund Objective
The investment objective of the scheme is to provide capital appreciation and income distribution to the investors by using equity and equity related instruments, arbitrage opportunities, and investments in debt and money market instruments. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.
Risk-O-Meter
Investors understand that their principal will be at
Moderately High Risk
Risk Scale
Low
Moderately Low
Moderate
Moderately High
High
Very High
AMC Information
Axis Mutual Fund
Funds Managed
72
Assets Managed (₹ Cr)
₹ 3,58,627.39
Contact Details
Registered Address
One Lodha Place. 22nd & 23rd Floor,Senapati Bapat Marg, Lower Parel, Maharashtra, Mumbai - 400013.
Open NFOs
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View AllFAQs
When was Axis Equity Savings Fund launched?
What is the current NAV of Axis Equity Savings Fund?
What is the AUM of Axis Equity Savings Fund?
What is the rate of return of Axis Equity Savings Fund?
- In the past 1Y: 7.87%
- In the past 3Y: 11.17%
- In the past 5Y: 9.20%
What is the expense ratio of Axis Equity Savings Fund?
What is exit load of Axis Equity Savings Fund?
What is the portfolio of Axis Equity Savings Fund?
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Top 3 sectoral holdings include:
How risky is investing in Axis Equity Savings Fund?
Who is the fund manager Axis Equity Savings Fund?
What is the minimum investment required in Axis Equity Savings Fund?
How to invest in Axis Equity Savings Fund directly?
- Open Demat Account on Dhan if you don't have one.
- Analyze the fund performance.
- Invest via SIP or Lumpsum.



