Axis Equity Savings Fund - Growth - Regular Plan

Other Plans and Options
  • (-0.38%)Nav, as on 14-02-2025

  • Previous Nav

  • Net Change on 14-02-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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. The Scheme does not assure or guarantee any returns.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Axis Equity Savings Fund - Regular Plan - Growth -0.94 -0.89 6.94 8.43 8.93 8.17
Nifty 10 yr Benchmark G-Sec 1.42 2.49 9.44 6.61 5.41 7.08
NIFTY 50 Equity Savings Index N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Axis Equity Savings Fund - Regular Plan - Growth Aug 14, 2015 6.94 8.43 8.93 2.26 967.80
ICICI Prudential Equity Savings Fund - Cumulative option Dec 05, 2014 7.57 8.15 7.73 0.97 12,788.49
Kotak Equity Savings Fund - Regular - Growth Oct 13, 2014 5.62 10.16 10.14 1.76 8,176.82
SBI Equity Savings Fund - Regular Plan - Growth May 27, 2015 5.48 8.98 9.90 1.42 5,705.20
DSP Equity Savings Fund - Regular Plan - Growth Mar 28, 2016 10.59 9.08 9.34 1.31 2,417.24
Mirae Asset Equity Savings Fund- Regular Plan- Growth Dec 17, 2018 7.32 9.14 10.92 1.31 1,370.74

Fund Holdings as on 31-January-2025

  • Net Receivables / (Payables)

  • HDFC Bank Limited

  • Reliance Industries Limited

  • 7.25% Government of India (12/06/2063)

  • 7.34% Government of India (22/04/2064)

  • Bank Nifty Index February 2025 Future

  • 91 Days Tbill (MD 28/03/2025)

  • Infosys Limited

  • Larsen & Toubro Limited

  • 8.75% Shriram Finance Limited (05/10/2026) **

  • ICICI Bank Limited

  • Hindustan Unilever Limited

  • Mahindra & Mahindra Limited

  • Bharti Airtel Limited

  • Tata Steel Limited

  • Kotak Mahindra Bank Limited

  • Bajaj Finance Limited

  • 8.225% Kotak Mahindra Prime Limited (21/04/2027) **

  • 9.02% Muthoot Finance Limited (14/07/2027)

  • Sun Pharmaceutical Industries Limited

  • Tata Consultancy Services Limited

  • Clearing Corporation of India Ltd

  • Awfis Space Solutions Limited

  • 7.3% Government of India (19/06/2053)

  • 8.75% Bharti Telecom Limited (05/11/2029) **

  • 8.9% Muthoot Finance Limited (07/10/2027) **

  • 8.65% TVS Holdings Limited (07/06/2029) **

  • 7.37% Government of India (23/01/2054)

  • IndusInd Bank Limited

  • Cipla Limited

  • Ambuja Cements Limited

  • Capital Infra Trust

  • SBI Life Insurance Company Limited

  • Apollo Hospitals Enterprise Limited

  • NTPC Limited

  • Unimech Aerospace and Manufacturing Limited

  • United Spirits Limited

  • Bharat Petroleum Corporation Limited

  • Vedanta Limited

  • Bank of Baroda

  • National Aluminium Company Limited

  • Power Grid Corporation of India Limited

  • Canara Bank

  • Onesource Specialty Pharma Limited

  • 7.15% Indian Railway Finance Corporation Limited (14/11/2039)

  • 10.18% Renserv Global Private Limited (25/04/2025) **

  • Steel Authority of India Limited

  • S.J.S. Enterprises Limited

  • Hindalco Industries Limited

  • Kross Limited

  • State Bank of India

  • Manappuram Finance Limited

  • Punjab National Bank

  • Tech Mahindra Limited

  • LTIMindtree Limited

  • Strides Pharma Science Limited

  • Wipro Limited

  • Neuland Laboratories Limited

  • DLF Limited

  • Crompton Greaves Consumer Electricals Limited

  • Zomato Limited

  • ACC Limited

  • Brigade Enterprises Limited

  • Tata Motors Limited

  • Indian Bank

  • Trent Limited

  • Indus Infra Trust

  • Bharti Hexacom Limited

  • 7.26% Government of India (22/08/2032)

  • Jyoti CNC Automation Ltd

  • Persistent Systems Limited

  • Vodafone Idea Limited

  • Emcure Pharmaceuticals Limited

  • Oil & Natural Gas Corporation Limited

  • Divi's Laboratories Limited

  • ITC Limited

  • Cholamandalam Investment and Finance Company Ltd

  • Dixon Technologies (India) Limited

  • UltraTech Cement Limited

  • Voltas Limited

  • UPL Limited

  • Fortis Healthcare Limited

  • United Breweries Limited

  • Aurobindo Pharma Limited

  • 7.18% Government of India (24/07/2037)

  • TeamLease Services Limited

  • 7.69% National Bank For Agriculture and Rural Development (31/03/2032) **

  • Coal India Limited

  • 6.19% Government of India (16/09/2034)

  • Voltamp Transformers Limited

  • Tata Power Company Limited

  • HDFC Life Insurance Company Limited

  • Sansera Engineering Limited

  • Pidilite Industries Limited

  • Grasim Industries Limited

  • Jindal Steel & Power Limited

  • Krishna Institute Of Medical Sciences Limited

  • Godrej Consumer Products Limited

  • Cummins India Limited

  • Hindustan Aeronautics Limited

  • Samvardhana Motherson International Limited

  • 8.20% Power Grid Corporation of India Limited (23/01/2030) **

  • Nestle India Limited

  • Minda Corporation Limited

  • Titan Company Limited

  • REC Limited

  • Bajaj Finserv Limited

  • Motherson Sumi Wiring India Limited

  • Sona BLW Precision Forgings Limited

  • Mankind Pharma Limited

  • ABB India Limited

  • Craftsman Automation Limited

  • Chalet Hotels Limited

  • 7.72% Government of India (26/10/2055)

  • Bandhan Bank Limited

  • Havells India Limited

  • ICICI Lombard General Insurance Company Limited

  • Biocon Limited

  • GMR Airports Limited

  • Coforge Limited

  • Siemens Limited

  • Indian Energy Exchange Limited

  • Bharat Dynamics Limited

  • Muthoot Finance Limited

  • ITC Hotels Limited

  • Aditya Birla Fashion and Retail Limited

  • Aditya Birla Fashion and Retail Limited February 2025 Future

  • Muthoot Finance Limited February 2025 Future

  • Indian Energy Exchange Limited February 2025 Future

  • Siemens Limited February 2025 Future

  • GMR Airports Limited February 2025 Future

  • Biocon Limited February 2025 Future

  • ICICI Lombard General Insurance Company Limited February 2025 Future

  • NTPC Limited February 2025 Future

  • Havells India Limited February 2025 Future

  • Bandhan Bank Limited February 2025 Future

  • Tata Motors Limited February 2025 Future

  • Bajaj Finserv Limited February 2025 Future

  • REC Limited February 2025 Future

  • Titan Company Limited February 2025 Future

  • Power Grid Corporation of India Limited February 2025 Future

  • Hindustan Aeronautics Limited February 2025 Future

  • Bharat Petroleum Corporation Limited February 2025 Future

  • DLF Limited February 2025 Future

  • Jindal Steel & Power Limited February 2025 Future

  • Grasim Industries Limited February 2025 Future

  • Pidilite Industries Limited February 2025 Future

  • Vodafone Idea Limited February 2025 Future

  • Aurobindo Pharma Limited February 2025 Future

  • UPL Limited February 2025 Future

  • Divi's Laboratories Limited February 2025 Future

  • Bharti Airtel Limited February 2025 Future

  • United Spirits Limited February 2025 Future

  • Trent Limited February 2025 Future

  • Sun Pharmaceutical Industries Limited February 2025 Future

  • ACC Limited February 2025 Future

  • Crompton Greaves Consumer Electricals Limited February 2025 Future

  • Apollo Hospitals Enterprise Limited February 2025 Future

  • Punjab National Bank February 2025 Future

  • Manappuram Finance Limited February 2025 Future

  • Hindalco Industries Limited February 2025 Future

  • Steel Authority of India Limited February 2025 Future

  • Canara Bank February 2025 Future

  • National Aluminium Company Limited February 2025 Future

  • Bank of Baroda February 2025 Future

  • Mahindra & Mahindra Limited February 2025 Future

  • Vedanta Limited February 2025 Future

  • SBI Life Insurance Company Limited February 2025 Future

  • Ambuja Cements Limited February 2025 Future

  • IndusInd Bank Limited February 2025 Future

  • Bajaj Finance Limited February 2025 Future

  • Infosys Limited February 2025 Future

  • Kotak Mahindra Bank Limited February 2025 Future

  • Tata Steel Limited February 2025 Future

  • Hindustan Unilever Limited February 2025 Future

  • Larsen & Toubro Limited February 2025 Future

  • Reliance Industries Limited February 2025 Future

  • HDFC Bank Limited February 2025 Future

View More

  • Miscellaneous

  • Bank - Private

  • Refineries

  • IT - Software

  • Pharmaceuticals & Drugs

  • Engineering - Construction

  • Telecommunication - Service Provider

  • Household & Personal Products

  • Bank - Public

  • Steel & Iron Products

  • Finance - NBFC

  • Automobiles - Passenger Cars

  • Power Generation/Distribution

  • Auto Ancillary

  • Cement & Construction Materials

  • Business Support

  • Hospital & Healthcare Services

  • Metal - Non Ferrous

  • Insurance

  • Breweries & Distilleries

  • Defence

  • Construction - Real Estate

  • Aluminium & Aluminium Products

  • Consumer Durables - Domestic Appliances

  • e-Commerce

  • Automobiles-Trucks/Lcv

  • Retailing

  • Electric Equipment

  • Engineering - Industrial Equipments

  • Oil Exploration

  • Cigarettes/Tobacco

  • Consumer Durables - Electronics

  • Air Conditioners

  • Pesticides & Agrochemicals

  • Professional Services

  • Mining & Minerals

  • Diversified

  • Chemicals

  • Steel/Sponge Iron/Pig Iron

  • Diesel Engines

  • Consumer Food

  • Diamond & Jewellery

  • Finance - Investment

  • Finance Term Lending

  • Hotel, Resort & Restaurants

  • Airport Management Services

View More

Fund Manager

  • CARE A+(CE)

  • Cash

  • CRISIL AA+

  • CRISIL AAA

  • Derivatives

  • Equity

  • REITs & InvITs

  • Sov

View More

About Axis Equity Savings Fund

Scheme Analysis

Axis Equity Savings Fund is a Hybrid - Equity Savings fund and belongs to Axis Mutual Fund. It was launched on 14-Aug-2015 and currently has an AUM of ₹967.80 crore. Axis Equity Savings Fund is benchmarked against Nifty 10 yr Benchmark G-Sec as primary index and NIFTY 50 Equity Savings Index as secondary index.

The NAV of Axis Equity Savings Fund ended down ₹-0.08(-0.38%)yesterday to ₹21.1.

Among its top 3 holdings the fund has exposure to Net Receivables / (Payables), and

The Axis Equity Savings Fund is managed by Devang Shah and Hardik Shah.

Fund House Contact

One Lodha Place, 22 & 23 Floor, Senapati Bapat Marg, Lower Parel Mumbai - 400 013

022-43255161
022-43255199
www.axismf.com