Axis Mutual Fund

Axis Equity Savings Fund Direct Plan Growth

₹ 25.01

NAV (Jul 29)

11.973%
5 Year CAGR
Scripbox Opinion
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Neutral
Click here for top ranked funds in equity savings mutual funds.

Equity Savings funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.

Equity Savings funds are primarily equity funds with a small exposure of minimum 10% to debt instruments.

These funds are close to equity funds in terms of market linked fluctuations.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class

Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

Downside Protection Measure

Poor

The performance of the fund on a Downside Protection Measure metric has been Poor

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Scheme Information

Investment Objective

The scheme seeks 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.

Expense Ratio
1.06 %
Launched 9Y ago
2015-08-14
AUM in Crores
952.4
ISIN
INF846K01VJ3
Lock-in (days)
No Lock-in
Benchmark
NIFTY Equity Savings Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
5.6
Beta
0.7
Sharpe Ratio
1.1
asset-allocation

Asset allocation and Holdings

Last updated on 2025-07-17

Top Stock Holdings

Others

32.67%
32.67%

HDFC Bank Ltd.

8.85%
8.85%

Reliance Industries Ltd.

7.65%
7.65%

GOI

6.75%
6.75%

Others

5.08%
5.08%
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Allocation by Sector

Financial

11.4%
11.402003%

Energy

3.96%
3.961839%

Automobile

3.39%
3.392562%

Healthcare

3.21%
3.20521%

Communication

2.67%
2.674759%
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Frequently Asked Questions

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