Axis Equity Savings Fund Direct growth

Hybrid • Equity Savings • Direct growth

Credit Rating
Average credit rating
AA

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Hybrid

Equity Savings

Direct growth

Launched On
14 Aug 2015
10.2 years ago
Lock-in Period
No lock-in
NAV
as of 09 Oct 2025
₹25.4
+0.1577% (0.10)
AUM
₹936 Cr
Expense ratio
1.09%
Benchmark
NIFTY Equity Savings
Fund Plan
Open demat account

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Tax info and exit loadInfo Icon

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

Financial Services

32.76%
Energy

Energy

12.97%
Industrials

Industrials

10.04%
Consumer Cyclical

Consumer Cyclical

9.81%
Healthcare

Healthcare

9.21%

Fund House

Axis

Axis

Inc: 09 Oct 2009 • Total AUM: ₹3,08,147 Cr • Rank #7
Axis 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: 3.68 yrs • Total AUM: 5,44,925 Cr

Devang Shah

Experience: 12.92 yrs • Total AUM: 17,65,272 Cr

Mayank Hyanki

Experience: 2.17 yrs • Total AUM: 1,73,967 Cr

Krishnaa N

Experience: 1.59 yrs • Total AUM: 8,79,006 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.