Axis Equity Savings Fund Regular Plan Growth
- Equity Savings
- Hybrid
- Moderately High risk
Explore On
Rating:
3
Key Metrics
Aum
₹862.90 Cr
Expense Ratio
2.28%
Exit Load
1.00%
Min. Investment
₹500.00
Min. SIP
₹1000.00
Launch Date
14 Aug 2015
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +2.68% | -- |
| 3 Months | +3.23% | -- |
| 6 Months | +1.68% | -- |
| 1 Year | +3.98% | +3.98% |
| 2 Years | -- | +4.58% |
| 3 Years | +28.98% | +8.85% |
| 5 Years | +44.99% | +7.71% |
| Since Launch | +130.1% | +7.94% |
Holdings as on 13 July 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Net Receivables / (Payables) | 317.21 | 36.76 |
| Reliance Industries | 77.82 | 9.02 |
| HDFC Bank | 58.10 | 6.73 |
| ICICI Bank | 52.46 | 6.08 |
| 7.18% Govt Stock 2033 | 40.36 | 4.68 |
| 7.1% Govt Stock 2034 | 35.19 | 4.08 |
| Tata Steel | 28.87 | 3.34 |
| Axis Money Market Dir Gr | 25.64 | 2.97 |
| Kotak Mahindra Bank | 25.14 | 2.91 |
| Bharti Airtel | 21.70 | 2.51 |
Morning Star Rating
Rating:
3
Risk
Return
Risk & Volitility
0.42
Sharpe Ratio
5.69%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| HSBC Equity Savings Growth | +11.42% | +13.21% | +10.97% |
| Sundaram Equity Savings Fund Growth | +0.42% | +8.72% | +8.77% |
| UTI Equity Savings Fund Regular Growth | +3.13% | +8.44% | +8.7% |
| Axis Equity Savings Fund Regular Plan Growth | +3.98% | +8.85% | +7.71% |
| Nippon India Equity Savings Growth | +2.74% | +6.56% | +6.66% |
Results are calculated on CAGR basis
About Fund
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 Axis Equity Savings Fund Regular Plan Growth has an AUM of 862.90 crores & has delivered CAGR of 7.71 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.28%. The minimum investment in Axis Equity Savings Fund Regular Plan Growth is Rs 500 and the minimum SIP is Rs 1000.
As per morningstar the risk & return rating of the fund are Moderate & Moderate respectively.
The fund has a present cash holding of %. The top holdings of the fund include Net Receivables / (Payables), Reliance Industries, HDFC Bank, ICICI Bank.
The major sectors where the fund is invested are Regional Banks, Oil & Gas Operations, Iron & Steel, Biotechnology & Drugs.
Some of the similar funds are HSBC Equity Savings Growth, Sundaram Equity Savings Fund Growth, UTI Equity Savings Fund Regular Growth, Axis Equity Savings Fund Regular Plan Growth, Nippon India Equity Savings Growth. Axis Equity Savings Fund Regular Plan Growth has a sharpe ratio of 0.42 & a standard deviation of 5.69%.
FAQs
According to the morning star rating Axis Equity Savings Fund Regular Plan Growth has a Moderate risk & Moderate return.
Axis Equity Savings Fund Regular Plan Growth is managed by Devang Shah,Hardik Shah,Mayank Hyanki,Krishnaa N.
The expense ratio of Axis Equity Savings Fund Regular Plan Growth is 2.28%.
The 5 year annualized return on Axis Equity Savings Fund Regular Plan Growth is 7.71% & it has generated 3.98% in the last 1 year.
The minimum investment in Axis Equity Savings Fund Regular Plan Growth is 500 Rs.
Axis Equity Savings Fund Regular Plan Growth has an AUM of 862.90 crores.
Wait for it…
Oops! Looks like you have exceeded the limit to bookmark the image. Remove some to bookmark this image.