Axis Equity Savings Fund

AMC: AXIS Moderate Risk Hybrid Equity Savings

📊 Quick Summary Of This Page

Axis Equity Savings Fund is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹100
Minimum SIP
1.95%
Expense Ratio
Mr. Hardik Shah
Fund Manager
Growth
Plan Type
27 Jul 2015
Launch Date
1%
If redeemed/switch out within 1 month from the date of allotment - For 10% of investment : Nil - For remaining investment : 1% If redeemed/switch out after 1 month from the date of allotment: Nil.
Exit Load
NAV Momentum
Fund Analysis

Axis Equity Savings Fund does not yet have a 5-year performance history.

The average return for Equity Savings funds is 44.96% .

Holdings Insights

The fund currently owns more than 0 stocks.

The top 10 holdings account for 0.00% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return 8.04% 0.69%
2 Year Return 25.31% 9.26%
3 Year Return 40.06% 20.16%
4 Year Return 66.69% 33.12%
5 Year Return 78.34% 44.96%
6 Year Return 97.34% 64.25%
7 Year Return 127.88% 77.49%
Expense Ratio 1.95% -
NAV History
Fund Information

AMC: AXIS

Category: Hybrid • Equity Savings

Launch Date: 27 Jul 2015

Fund Manager: Mr. Hardik Shah

Minimum Purchase: ₹500

Exit Load: If redeemed/switch out within 1 month from the date of allotment - For 10% of investment : Nil - For remaining investment : 1% If redeemed/switch out after 1 month from the date of allotment: Nil.

Lock-in: 0

Risk: Moderate Risk

About This Fund

Axis Equity Savings Fund is managed by AXIS and belongs to the Hybrid category.

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

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Frequently Asked Questions

Axis Equity Savings Fund is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of Axis Equity Savings Fund depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

Axis Equity Savings Fund holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in Axis Equity Savings Fund, based on the latest portfolio data.

Axis Equity Savings Fund currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of Axis Equity Savings Fund is , which represents the annual cost charged for managing the fund.

Axis Equity Savings Fund manages assets worth approximately , representing the total investor capital under management.

Axis Equity Savings Fund carries a risk profile based on its portfolio composition, volatility and market exposure.

Axis Equity Savings Fund performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, Axis Equity Savings Fund can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

Axis Equity Savings Fund is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing Axis Equity Savings Fund and making investment decisions.

Yes, Axis Equity Savings Fund provides company-wise exposure showing which stocks the fund is invested in and their weightage.

Axis Equity Savings Fund may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of Axis Equity Savings Fund to estimate returns and wealth creation over different time periods.