Axis Equity Savings Fund Direct Growth

Axis Equity Savings Fund Direct Growth

Hybrid
Equity Savings
Moderately High Risk
+11.65%
3Y annualised
+0.23% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 16 Jan '26
₹25.80
Min. SIP amount
₹100
Fund size
₹926.78 Cr
Expense ratio
1.06%

Return calculator

Monthly SIP
One time
Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹61,893
+3.16%
3 years₹1,80,000₹2,12,019
+17.79%
5 years₹3,00,000₹3,91,742
+30.58%

Holdings (186)

NameSectorInstrumentsAssets
Reliance Industries Ltd.EnergyEquity9.98%
HDFC Bank Ltd.FinancialEquity9.21%
ICICI Bank Ltd.FinancialEquity4.71%
GOISovereignGOI Sec4.45%
GOISovereignGOI Sec3.88%
Nifty BankFinancialID3.39%
Larsen & Toubro Ltd.ConstructionEquity3.20%
Shriram Finance LtdFinancialDebenture2.72%
Axis Money Market Fund Direct-GrowthNAMutual Fund2.71%
Bharti Airtel Ltd.CommunicationEquity2.66%
Tata Steel Ltd.Metals & MiningEquity2.40%
Kotak Mahindra Bank Ltd.FinancialEquity2.28%
Mahindra & Mahindra Ltd.AutomobileEquity2.11%
Eternal Ltd.ServicesEquity1.96%
Infosys Ltd.TechnologyEquity1.76%
Muthoot Finance Ltd.FinancialDebenture1.64%
Hindustan Aeronautics Ltd.Capital GoodsEquity1.52%
DLF Ltd.ConstructionEquity1.20%
SBI Life Insurance Company Ltd.InsuranceEquity1.17%
Muthoot Finance Ltd.FinancialNCD1.10%
GMR Airports Ltd.ConstructionBonds1.10%
SJS Enterprises Ltd.AutomobileEquity1.10%
TVS Holdings Ltd.AutomobileDebenture1.09%
Reserve Bank of IndiaFinancialT-Bills1.08%
State Bank of IndiaFinancialEquity1.02%
Apollo Hospitals Enterprise Ltd.HealthcareEquity0.97%
Indusind Bank Ltd.FinancialEquity0.95%
Ambuja Cements Ltd.ConstructionEquity0.95%
ITC Ltd.Consumer StaplesEquity0.91%
Bank Of BarodaFinancialEquity0.91%
Aditya Infotech Ltd.CommunicationEquity0.80%
Tech Mahindra Ltd.TechnologyEquity0.79%
Fortis Healthcare Ltd.HealthcareEquity0.78%
Titan Company Ltd.Consumer DiscretionaryEquity0.73%
Godrej Consumer Products Ltd.Consumer StaplesEquity0.70%
Bajaj Finance Ltd.FinancialEquity0.66%
The Federal Bank Ltd.FinancialEquity0.63%
Canara BankFinancialEquity0.63%
CORONA Remedies Ltd.HealthcareEquity0.62%
JB Chemicals & Pharmaceuticals Ltd.HealthcareEquity0.62%
RBL Bank Ltd.FinancialEquity0.62%
Punjab National BankFinancialEquity0.55%
REC Ltd.FinancialFRB0.55%
Shriram Finance LtdFinancialDebenture0.55%
Muthoot Finance Ltd.FinancialDebenture0.55%
Ultratech Cement Ltd.ConstructionEquity0.55%
Aditya Birla Digital Fashion Ventures Ltd.ServicesDebenture0.54%
Bajaj Housing Finance Ltd.FinancialNCD0.54%
Hero Motocorp Ltd.AutomobileEquity0.49%
Welspun Corp Ltd.Metals & MiningEquity0.44%
Cohance Lifesciences Ltd.HealthcareEquity0.43%
Sun Pharmaceutical Industries Ltd.HealthcareEquity0.42%
United Spirits Ltd.Consumer StaplesEquity0.41%
Sansera Engineering Ltd.AutomobileEquity0.41%
Awfis Space Solutions Ltd.ServicesEquity0.41%
Healthcare Global Enterprises Ltd.HealthcareEquity0.40%
Divi's Laboratories Ltd.HealthcareEquity0.39%
Emcure Pharmaceuticals Ltd.HealthcareEquity0.38%
Vodafone Idea Ltd.CommunicationEquity0.37%
Yes Bank Ltd.FinancialEquity0.36%
Indus Infra TrustConstructionInvITs0.35%
NTPC Ltd.EnergyEquity0.34%
GOISovereignGOI Sec0.33%
Onesource Specialty Pharma Ltd.HealthcareEquity0.33%
Indian BankFinancialEquity0.31%
Tata Consultancy Services Ltd.TechnologyEquity0.30%
Crompton Greaves Consumer Electricals Ltd.Consumer DiscretionaryEquity0.29%
Jyoti CNC Automation Ltd.Capital GoodsEquity0.29%
Power Grid Corporation Of India Ltd.EnergyEquity0.28%
Neuland Laboratories Ltd.HealthcareEquity0.28%
SRF Ltd.ChemicalsEquity0.28%
Hindustan Unilever Ltd.Consumer StaplesEquity0.27%
Trent Ltd.ServicesEquity0.26%
Coforge Ltd.TechnologyEquity0.25%
HDFC Life Insurance Co Ltd.InsuranceEquity0.23%
Aurobindo Pharma Ltd.HealthcareEquity0.22%
National Bank For Agriculture & Rural DevelopmentFinancialBonds/Deb0.22%
GOISovereignGOI Sec0.22%
Jindal Steel Ltd.Metals & MiningEquity0.22%
Sona BLW Precision Forgings Ltd.AutomobileEquity0.22%
Shriram Finance LtdFinancialEquity0.21%
Oil And Natural Gas Corporation Ltd.EnergyEquity0.21%
GOISovereignGOI Sec0.21%
Glenmark Pharmaceuticals Ltd.HealthcareEquity0.20%
Sudeep Pharma Ltd.HealthcareEquity0.20%
Grasim Industries Ltd.ConstructionEquity0.19%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity0.18%
Pidilite Industries Ltd.ChemicalsEquity0.18%
TeamLease Services Ltd.ServicesEquity0.14%
Hindalco Industries Ltd.Metals & MiningEquity0.13%
APL Apollo Tubes Ltd.Metals & MiningEquity0.12%
Power Grid Corporation Of India Ltd.EnergyNCD0.11%
Bajaj Finserv Ltd.FinancialEquity0.11%
Cipla Ltd.HealthcareEquity0.11%
L&T Finance Ltd.FinancialEquity0.09%
IIFL Finance Ltd.FinancialEquity0.09%
Bharat Petroleum Corporation Ltd.EnergyEquity0.08%
REC Ltd.FinancialEquity0.08%
Brigade Enterprises Ltd.ConstructionEquity0.07%
Cummins India Ltd.Capital GoodsEquity0.06%
Krishna Institute of Medical Sciences LtdHealthcareEquity0.06%
GMR Airports Ltd.ConstructionEquity0.05%
GOISovereignGOI Sec0.05%
Bandhan Bank Ltd.FinancialEquity0.05%
Multi Commodity Exchange Of India Ltd.ServicesEquity0.05%
Biocon Ltd.HealthcareEquity0.04%
Craftsman Automation Ltd.AutomobileEquity0.04%
Mphasis Ltd.TechnologyEquity0.04%
Havells India Ltd.Capital GoodsEquity0.04%
Tata Power Company Ltd.EnergyEquity0.04%
Voltamp Transformers Ltd.Capital GoodsEquity0.03%
Solar Industries India Ltd.ChemicalsEquity0.03%
Hindustan Petroleum Corporation Ltd.EnergyEquity0.03%
Dixon Technologies (India) Ltd.Capital GoodsEquity0.03%
Premier Energies Ltd.EnergyEquity0.03%
Max Healthcare Institute Ltd.HealthcareEquity0.03%
Samvardhana Motherson International Ltd.AutomobileEquity0.02%
Muthoot Finance Ltd.FinancialEquity0.02%
ABB India Ltd.Capital GoodsEquity0.02%
Swiggy Ltd.ServicesEquity0.02%
Bharat Dynamics Ltd.Capital GoodsEquity0.02%
Indian Energy Exchange Ltd.ServicesEquity0.01%
Lupin Ltd.HealthcareEquity0.01%
Maruti Suzuki India Ltd.AutomobileEquity0.01%
Kwality Walls India Ltd.Consumer StaplesEquity0.00%
Maruti Suzuki India Ltd.AutomobileFutures-0.01%
Lupin Ltd.HealthcareFutures-0.01%
Indian Energy Exchange Ltd.ServicesFutures-0.01%
Muthoot Finance Ltd.FinancialFutures-0.02%
Samvardhana Motherson International Ltd.AutomobileFutures-0.02%
Max Healthcare Institute Ltd.HealthcareFutures-0.03%
Hindustan Petroleum Corporation Ltd.EnergyFutures-0.03%
Solar Industries India Ltd.ChemicalsFutures-0.03%
Havells India Ltd.Capital GoodsFutures-0.04%
Mphasis Ltd.TechnologyFutures-0.04%
Biocon Ltd.HealthcareFutures-0.04%
NTPC Ltd.EnergyFutures-0.04%
Multi Commodity Exchange Of India Ltd.ServicesFutures-0.05%
Bandhan Bank Ltd.FinancialFutures-0.05%
GMR Airports Ltd.ConstructionFutures-0.05%
Cipla Ltd.HealthcareFutures-0.07%
REC Ltd.FinancialFutures-0.08%
IIFL Finance Ltd.FinancialFutures-0.09%
L&T Finance Ltd.FinancialFutures-0.09%
Power Grid Corporation Of India Ltd.EnergyFutures-0.11%
Bajaj Finserv Ltd.FinancialFutures-0.11%
APL Apollo Tubes Ltd.Metals & MiningFutures-0.12%
Hindalco Industries Ltd.Metals & MiningFutures-0.13%
Hindustan Unilever Ltd.Consumer StaplesFutures-0.17%
Pidilite Industries Ltd.ChemicalsFutures-0.18%
State Bank of IndiaFinancialFutures-0.19%
Grasim Industries Ltd.ConstructionFutures-0.19%
Glenmark Pharmaceuticals Ltd.HealthcareFutures-0.20%
Oil And Natural Gas Corporation Ltd.EnergyFutures-0.21%
Shriram Finance LtdFinancialFutures-0.21%
Jindal Steel Ltd.Metals & MiningFutures-0.22%
Aurobindo Pharma Ltd.HealthcareFutures-0.23%
Mahindra & Mahindra Ltd.AutomobileFutures-0.23%
Vodafone Idea Ltd.CommunicationFutures-0.25%
Trent Ltd.ServicesFutures-0.26%
SRF Ltd.ChemicalsFutures-0.28%
Crompton Greaves Consumer Electricals Ltd.Consumer DiscretionaryFutures-0.30%
Sun Pharmaceutical Industries Ltd.HealthcareFutures-0.31%
United Spirits Ltd.Consumer StaplesFutures-0.33%
Yes Bank Ltd.FinancialFutures-0.36%
Bharti Airtel Ltd.CommunicationFutures-0.38%
Divi's Laboratories Ltd.HealthcareFutures-0.40%
Apollo Hospitals Enterprise Ltd.HealthcareFutures-0.43%
ITC Ltd.Consumer StaplesFutures-0.43%
Punjab National BankFinancialFutures-0.56%
RBL Bank Ltd.FinancialFutures-0.62%
Canara BankFinancialFutures-0.63%
Titan Company Ltd.Consumer DiscretionaryFutures-0.74%
SBI Life Insurance Company Ltd.InsuranceFutures-0.74%
Hindustan Aeronautics Ltd.Capital GoodsFutures-0.84%
Bank Of BarodaFinancialFutures-0.91%
Ambuja Cements Ltd.ConstructionFutures-0.95%
Indusind Bank Ltd.FinancialFutures-0.95%
DLF Ltd.ConstructionFutures-1.21%
Larsen & Toubro Ltd.ConstructionFutures-1.24%
Eternal Ltd.ServicesFutures-1.49%
ICICI Bank Ltd.FinancialFutures-2.10%
Kotak Mahindra Bank Ltd.FinancialFutures-2.15%
Tata Steel Ltd.Metals & MiningFutures-2.42%
HDFC Bank Ltd.FinancialFutures-5.62%
Reliance Industries Ltd.EnergyFutures-6.65%
See All

Minimum investments

Min. for 1st investment
₹500
Min. for 2nd investment
₹100
Min. for SIP
₹100

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+11.7%+9.9%+10.1%+9.5%
Category average (Hybrid Equity Savings)+9.9%+9.1%+8.4%--
Rank (Hybrid Equity Savings)10115--

Exit load, stamp duty and tax

Exit load

Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 months.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Fund management

About Axis Equity Savings Fund Direct Growth

Axis Equity Savings Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 04 Sep 2009. Devang Shah is the Current Fund Manager of Axis Equity Savings Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,54,746 Cr and the Latest NAV as of 16 Jan 2026 is ₹25.80. The Axis Equity Savings Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹500. Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 months. ;

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.
Fund benchmarkNIFTY Equity Savings Total Return Index

Fund house

Rank (total assets)#7 in India
Total AUM₹3,54,746.32 Cr
Date of Incorporation04 Sep 2009
Phone022-24255161
E-mailNA
Launch Date04 Sep 2009
Address23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
CustodianDeutsche Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,