Axis Equity Savings Fund Direct Plan Growth - Regular - Latest NAV [ ₹24.76 ], Returns, Performance, Portfolio & Returns 2025

Axis Equity Savings Fund Direct Plan Growth

Moderately High Risk

Hybrid

4 Star

NAV as of May 23, 2025

24.76

0.32%1D Change

Returns since inception

9.69%p.a.

Moderately High Risk

Hybrid

4 Star

NAV as of May 23, 2025

24.76

0.32%1D Change

Returns since inception

9.69%p.a.

Axis Equity Savings Fund Direct Plan Growth

Moderately High Risk|Hybrid|4 Star
NAV as of May 23, 2025

24.76

0.32%1D

Returns since inception

9.69%p.a.

Returns calculator

Investment Type

Monthly SIP
One-Time
4000
20
yrs
Total investment₹9.6 Lakhs
Returns0
Final Value0
Absolute ReturnNaN%

Fund overview

  • Rating4 Star
  • Expense ratio1.03%
  • Exit Load1% within 31 days
  • AUM (Fund size)₹941.62 Crore
  • Lock-in periodNo Lock-in
  • Age9 yrs since Aug 14, 2015
  • Min. investmentSIP ₹100 & Lump. ₹500
  • RiskModerately High
  • Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
  • Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

Fund Distribution

Top Holdings
Top Sectors
Holding NameAssets (%)
Net Receivables / (Payables)35.04%
Reliance Industries Ltd9.87%
HDFC Bank Ltd9.54%
Future on Reliance Industries Ltd8.19%
Hdfc Bank Limited May 2025 Future7.76%

Peer Comparison

Overview
Returns
Risk Ratios
Fund NameAUM (In Crs.)NAVRisk
Mirae Asset Equity Saving...₹ 1,402 Cr
21.35 | 0.36%
Moderately High risk
Edelweiss Equity Savings ...₹ 598 Cr
27.30 | 0.25%
Moderate
ICICI Prudential Equity S...₹ 13,046 Cr
23.91 | 0.17%
Moderate
SBI Equity Savings Direct...₹ 5,443 Cr
25.97 | -0.16%
Moderately High risk

NAV History - Axis Equity Saver Fund - Direct Plan - Growth

FUND

Axis Equity Saver Fund - Direct Plan - Growth

NAV (May 23, 2025)₹24.76
ClassHybrid | Equity Savings
Inception DateAug 14, 2015
Fund ManagerDevang Shah, Hardik Shah, Mayank Hyanki, Krishnaa N

FUND

Axis Equity Saver Fund - Direct Plan - Growth

Initial Price₹10
Min. Investment AmountSIP ₹100 and Lump. ₹500
Exit Load1% within 31 days

Returns

1W

1M

3M

6M

1Y

3Y

Axis Equity Saver-0.28%0.78%4.14%2.58%9.06%12.25%

About Axis Asset Management Company Limited

Axis Mutual Fund was established in October 2009 after registering with SEBI or the Securities and Exchange Board of India. Axis Bank holds 75% of the share in the asset management company while Schroder Singapore holds the remaining 25%. Axis Mutual Fund has Axis Bank Limited as the sponsor and Axis Mutual Fund Trustee Limited as the trustee.

Axis Asset Management Company Limited Details

  • No. of schemes157
  • Total AUM₹196,548.66 Crore
  • AddressAxis Asset Management Company Ltd., Axis House, 1st Floor, C-2, Wadia International Centre, Mumbai, Maharashtra, 400 025
  • Phone+91 22 43255161

Frequently Asked Questions

Start your investment
Lumpsum
SIP
Amount
Estimated value after 3 years

(as per historical returns)

2.18 Lakhs ₹
Min investment of ₹100 required