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Axis Equity Savings Fund Direct dividend reinvestment
Hybrid • Equity Savings • Direct dividend reinvestment
Average credit rating
AA
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Equity Savings
Direct dividend reinvestment
Launched On
14 Aug 2015
11 years ago
Lock-in Period
No lock-in
NAV
as of 21 Aug 2026
₹13.99
+0.1432% (0.10)
AUM
₹889 Cr
Expense ratio
1.52%
Benchmark
NIFTY Equity Savings
Fund Plan
Quarterly
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 1M
1%
If units sold after 1M
0%
Distribution
Market capital
What's in this fund?
Credit Rating
Sectors
Holdings
Financial Services
Consumer Cyclical
Energy
Healthcare
Basic Materials
Fund House
Axis
Inc: 09 Oct 2009 • Total AUM: ₹3,24,037 Cr • Rank #7Axis Mutual Fund, started in 2009, has Axis Bank Limited as its sponsor. The fund house is headed by Gop Kumar Bhaskaran as the CEO. As of 31 March 2024, it has an AUM of ₹ 2,74,000 Cr. It functions under the holding company Schroder Singapore Holdings Private Limited. The fund house has more than 1.26 Crore active investor accounts and a presence in over 100 cities.
Fund Managers
Hardik Shah
Experience: 4.56 yrs • Total AUM: 4,91,876 Cr
Devang Shah
Experience: 13.79 yrs • Total AUM: 20,12,554 Cr
Mayank Hyanki
Experience: 3.05 yrs • Total AUM: 2,95,845 Cr
Krishnaa N
Experience: 2.47 yrs • Total AUM: 9,59,582 Cr
Risk
Category risk
Moderately high
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.