Name: Axis Equity Saver Fund Regular IDCW Monthly
Brand: Axis Mutual Fund

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Axis Equity Saver Fund Regular IDCW Monthly
Hybrid
Equity Savings
Moderately High Risk
29.92%
1Y return
0.00% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 24 Sep 2021₹12.83
Min. SIP amountNA
Rating3star
Fund size₹901.35 Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Hybrid Equity Savings
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns29.9%11.6%10.0%9.1%
Category average20.4%8.3%8.2%NA
Rank with in category431NA
Understand termsinfo
Holdings (77)NameSectorInstrumentAssets
ICICI Bank Ltd.
FinancialEquity7.4%
Reliance Industries Ltd.
EnergyEquity6.3%
Housing Development Finance Corpn. Ltd.
FinancialEquity6.3%
Infosys Ltd.
TechnologyEquity4.4%
GOI
SovereignGOI FRB4.0%
HDFC Bank Ltd.
FinancialEquity3.7%
Tata Consultancy Services Ltd.
TechnologyEquity3.2%
Bharti Airtel Ltd.
CommunicationEquity2.8%
Bajaj Finance Ltd.
FinancialEquity2.7%
Axis Bank Ltd.
FinancialFixed Deposits2.7%
See All
DisclaimerThis content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at Nextbillion Technology Pvt. Ltd. (Groww), do not guarantee the accuracy of such information, or assure its completeness, or warrant that such information will not be changed.
All comparisons are done with the category average metrics for this category.
Pros and consinfo
Category: Hybrid Equity Savings
thumb_up_altPros
1Y Returns are higher than the category average returns
3Y Returns are higher than the category average returns
5Y Returns are higher than the category average returns
thumb_down_altCons
Higher expense ratio - 2.33%
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Aug 2021 - Present
2.33%
31 Jul 2021 - 31 Aug 2021
2.42%
30 Jun 2021 - 31 Jul 2021
2.49%
31 May 2021 - 30 Jun 2021
2.49%
30 Apr 2021 - 31 May 2021
2.40%
31 Mar 2021 - 30 Apr 2021
2.31%
28 Feb 2021 - 31 Mar 2021
2.41%
31 Jan 2021 - 28 Feb 2021
2.39%
31 Dec 2020 - 31 Jan 2021
2.39%
30 Nov 2020 - 31 Dec 2020
2.37%
31 Oct 2020 - 30 Nov 2020
2.33%
30 Sep 2020 - 31 Oct 2020
2.31%
31 Aug 2020 - 30 Sep 2020
2.33%
31 Jul 2020 - 31 Aug 2020
2.33%
30 Jun 2020 - 31 Jul 2020
2.33%
31 May 2020 - 30 Jun 2020
2.35%
30 Apr 2020 - 31 May 2020
2.39%
31 Mar 2020 - 30 Apr 2020
2.22%
29 Feb 2020 - 31 Mar 2020
2.35%
31 Jan 2020 - 29 Feb 2020
2.32%
31 Dec 2019 - 31 Jan 2020
2.32%
30 Nov 2019 - 31 Dec 2019
2.35%
31 Oct 2019 - 30 Nov 2019
2.37%
30 Sep 2019 - 31 Oct 2019
2.41%
31 Aug 2019 - 30 Sep 2019
2.44%
31 Jul 2019 - 31 Aug 2019
2.46%
30 Jun 2019 - 31 Jul 2019
2.53%
31 May 2019 - 30 Jun 2019
2.51%
30 Apr 2019 - 31 May 2019
2.51%
31 Mar 2019 - 30 Apr 2019
2.36%
28 Feb 2019 - 31 Mar 2019
2.61%
31 Jan 2019 - 28 Feb 2019
2.61%
31 Dec 2018 - 31 Jan 2019
2.68%
30 Nov 2018 - 31 Dec 2018
2.68%
31 Oct 2018 - 30 Nov 2018
2.70%
30 Sep 2018 - 31 Oct 2018
2.80%
31 Aug 2018 - 30 Sep 2018
2.81%
31 Jul 2018 - 31 Aug 2018
2.84%
30 Jun 2018 - 31 Jul 2018
2.76%
31 May 2018 - 30 Jun 2018
2.39%
30 Apr 2018 - 31 May 2018
2.39%
31 Mar 2018 - 30 Apr 2018
2.40%
28 Feb 2018 - 31 Mar 2018
2.40%
31 Jan 2018 - 28 Feb 2018
2.41%
31 Dec 2017 - 31 Jan 2018
2.42%
30 Nov 2017 - 31 Dec 2017
2.41%
31 Oct 2017 - 30 Nov 2017
2.41%
Expense ratio, exit load and taxExpense ratio: 2.33%Inclusive of GST
Exit loadFor units in excess of 10% of the investment, 1% will be charged for redemption within 12 months
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year. 
Understand termsinfo
Check past data
Minimum investment amountsMin. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA
Fund managementR Sivakumar
Jul 2015 - Present
View details
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Education
Mr. Sivakumar is a B.Tech from IIT Madras and MBA from IIM Ahmedabad.
Experience
Prior to joining Axis AMC he has worked with BNP Paribas Mutual Fund, Sundaram Mutual Fund (2001-2004), HDFC Mutual Fund and ITC Threadneedle.
Also manages these schemes
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Axis Dynamic Bond Fund IDCW Half Yearly
Axis Capital Protection Oriented Fund Series 5 Growth
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Axis Dynamic Bond Direct Fund IDCW Half Yearly
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Axis Dynamic Bond Direct Fund IDCW Quarterly
Axis Triple Advantage Direct Plan IDCW
Axis Triple Advantage Direct Plan Growth
Axis Equity Saver Fund Direct Growth
Axis Equity Saver Fund Direct IDCW Monthly
Axis Equity Saver Fund Regular Growth
Axis Equity Saver Fund Regular IDCW Monthly
Axis Equity Saver Fund Direct IDCW Quarterly
Axis Equity Saver Fund Regular IDCW Quarterly
Axis Children's Gift Fund Regular Compulsory Lock In Growth
Axis Children's Gift Fund Regular Compulsory Lock In IDCW
Axis Children's Gift Fund Regular No Lock In IDCW
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Axis Children's Gift Fund Regular No Lock In Growth
Axis Equity Saver Fund Direct IDCW
Axis Equity Saver Fund Regular IDCW
Axis Dynamic Equity Fund Direct Growth
Axis Dynamic Equity Fund Direct IDCW
Axis Dynamic Equity Fund Regular Growth
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Axis Equity Hybrid Fund Regular Growth
Axis Equity Hybrid Fund Direct Growth
Axis Equity Hybrid Fund Direct IDCW
Axis Equity Hybrid Fund Regular IDCW
Axis Equity Hybrid Fund Direct IDCW Monthly
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Axis Retirement Savings Fund Aggressive Plan Direct IDCW
Axis Retirement Savings Fund Aggressive Plan Regular Growth
Axis Retirement Savings Fund Aggressive Plan Regular IDCW
Axis Retirement Savings Fund Aggressive Plan Direct Growth
Axis Retirement Savings Fund Dynamic Plan Direct Growth
Axis Retirement Savings Fund Dynamic Plan Regular Growth
Axis Retirement Savings Fund Dynamic Plan Regular IDCW
Axis Retirement Savings Fund Conservative Plan Direct Growth
Axis Retirement Savings Fund Conservative Plan Direct IDCW
Axis Retirement Savings Fund Conservative Plan Regular Growth
Axis Retirement Savings Fund Conservative Plan Regular IDCW
Axis All Seasons Debt FoF Direct Growth
Axis All Seasons Debt FoF Regular Growth
Axis All Seasons Debt FoF Direct IDCW Monthly
Axis All Seasons Debt FoF Regular IDCW Monthly
Axis All Seasons Debt FoF Regular IDCW Half Yearly
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Axis Global Equity Alpha FoF Direct Growth
Axis Global Equity Alpha FoF Regular Growth
Axis Global Equity Alpha FoF Direct IDCW
Axis Global Equity Alpha FoF Regular IDCW
Anupam Tiwari
Oct 2016 - Present
View details
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Education
Mr. Tiwari is a Chartered Accountant.
Experience
Prior to joining Axis Mutual Fund he was associated with Principal Mutual Fund (July 25, 2011-Sep 21, 2016), Reliance Life Insurance Ltd. (Sep 22, 2010-Jul 15, 2011) and Reliance MF (Mar 21, 2005-Sep 21, 2010).
Also manages these schemes
Axis Small Cap Fund Regular Growth
Axis Small Cap Fund Direct IDCW
Axis Small Cap Fund Regular IDCW
Axis Small Cap Fund Direct Growth
Axis Equity Saver Fund Direct Growth
Axis Equity Saver Fund Direct IDCW Monthly
Axis Equity Saver Fund Regular Growth
Axis Equity Saver Fund Regular IDCW Monthly
Axis Equity Saver Fund Direct IDCW Quarterly
Axis Equity Saver Fund Regular IDCW Quarterly
Axis Equity Saver Fund Direct IDCW
Axis Equity Saver Fund Regular IDCW
Axis Emerging Opportunities Fund Series 1 (1400 Days) Direct IDCW
Axis Emerging Opportunities Fund Series 1 (1400 Days) Direct Growth
Axis Emerging Opportunities Fund Series 1 (1400 Days) Regular IDCW
Axis Emerging Opportunities Fund Series 1 (1400 Days) Regular Growth
Axis Emerging Opportunities Fund Series 2 (1400 Days) Regular Growth
Axis Emerging Opportunities Fund Series 2 (1400 Days) Regular IDCW
Axis Emerging Opportunities Fund Series 2 (1400 Days) Direct Growth
Axis Dynamic Equity Fund Direct Growth
Axis Dynamic Equity Fund Direct IDCW
Axis Dynamic Equity Fund Regular Growth
Axis Dynamic Equity Fund Regular IDCW
Axis Capital Builder Fund Series 1 (1540 Days) Regular Growth
Axis Capital Builder Fund Series 1 (1540 Days) Direct Growth
Axis Capital Builder Fund Series 1 (1540 Days) Regular IDCW
Axis Capital Builder Fund Series 4 (1582 Days) Direct Growth
Axis Capital Builder Fund Series 4 (1582 Days) Regular Growth
Axis Capital Builder Fund Series 4 (1582 Days) Regular IDCW
Fund house & investment objective
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Axis Mutual Fund
Rank (total assets)#7 in India
Total AUM1,94,434.19 Cr
Date of Incorporation04 Sep 2009
Axis Equity Saver Fund Regular IDCW Monthly is a Hybrid Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors o
Axis Equity Saver Fund Regular IDCW Monthly is a Hybrid Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 04 Sep 2009. R Sivakumar, Anupam Tiwari is the Current Fund Manager of Axis Equity Saver Fund Regular IDCW Monthly fund. The fund currently has an Asset Under Management(AUM) of ₹1,94,434 Cr and the Latest NAV as of 24 Sep 2021 is ₹12.83.
The Axis Equity Saver Fund Regular IDCW Monthly is rated Moderately High risk. Minimum SIP Investment is set to 1000. For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months...Read more
Investment Objective
The scheme seeks to provide capital appreciation and income distribution to the investors by using equity and equity related instruments, arbitrage op
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.
...Read more
Fund benchmarkNIFTY Equity Savings TRI
descriptionScheme Information Document(SID)
Fund house contact details
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Address
Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai 400025
Phone
022-43255161
Launch Date
04 Sep 2009
E-mail
[email protected]
Website
NA
Axis Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]
Website
www.karvymfs.com
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Axis Equity Saver Fund Regular IDCW Monthly
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	1Y	3Y	5Y	All
Fund returns	29.9%	11.6%	10.0%	9.1%
Category average	20.4%	8.3%	8.2%	NA
Rank with in category	4	3	1	NA

Name	Sector	Instrument	Assets
ICICI Bank Ltd.	Financial	Equity	7.4%
Reliance Industries Ltd.	Energy	Equity	6.3%
Housing Development Finance Corpn. Ltd.	Financial	Equity	6.3%
Infosys Ltd.	Technology	Equity	4.4%
GOI	Sovereign	GOI FRB	4.0%
HDFC Bank Ltd.	Financial	Equity	3.7%
Tata Consultancy Services Ltd.	Technology	Equity	3.2%
Bharti Airtel Ltd.	Communication	Equity	2.8%
Bajaj Finance Ltd.	Financial	Equity	2.7%
Axis Bank Ltd.	Financial	Fixed Deposits	2.7%

Rating	3
Fund size	₹901.35 Cr