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Axis Mutual Fund · Hybrid: Equity Savings
Axis Equity Savings Fund - Regular Plan - Growth
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 Scheme does not assure or guarantee any returns.
Mixed AssetBenchmark · NIFTY Equity Savings TRITER · 2.28%Inception · 01-08-2015
NAV
₹22.38
+0.45% · as of 14-05-2026
Since inception
7.77%
CAGR
Benchmark (inception)
9.17%
CAGR
Fund size
₹9 Cr
AUM
Expense ratio
2.28%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +7.77% CAGR vs benchmark +9.17%.
Portfolio
Where the money is invested
Top holdings
Net Receivables / (Payables)32.27%
RELIANCE INDUSTRIES LIMITED EQ9.32%
Clearing Corporation of India Ltd8.09%
HDFC BANK LIMITED EQ NEW FV RE. 1/-6.98%
ICICI BANK LIMITED EQ NEW FV RS. 2/-5.93%
07.18% GSEC MAT -14/08/20334.73%
7.1% Government of India4.14%
Axis Money Market Fund - Direct Plan - Growth Option2.99%
Bank of Baroda2.85%
TATA STEEL LIMITED EQ NEW FV RE.1/-2.79%
Sector allocation
Financial Services23.64%
Oil, Gas & Consumable Fuels9.50%
Healthcare6.13%
Metals & Mining3.80%
Automobile and Auto Components3.55%
Information Technology2.91%
Capital Goods2.87%
Telecommunication2.68%
Construction2.23%
Consumer Services2.00%
Riskometer
LowVery High
Moderately High
What if you'd SIP'd here?
@ 7.8% p.a.₹10,000
10 years
Projected value
₹18,17,868
Invested: ₹12,00,000
Gained: ₹6,17,868
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Mayank Hyanki, Mr. Devang Shah, Mr. Hardik Shah, Ms. Krishnaa N
Manager since fund inception data not available
ISIN & identifiers
AMFI code
135122
ISIN (Growth)
INF846K01VO3
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
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Edelweiss Equity Savings Reg Gr
₹26.34
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Kotak Equity Savings Reg Gr
₹27.02
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3Y
+10.4%
5Y
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ABSL Equity Savings Reg Gr
₹22.83
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+5.5%
3Y
+8.7%
5Y
+7.3%
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