Axis Equity Savings Fund Direct Growth

Hybrid
Equity Savings
Moderately High Risk
9.40%
3Y annualised
-0.17% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 Feb 2025₹23.72
Min. SIP amount₹100
Rating2
Fund size₹967.80Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Equity Savings
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns7.3%9.4%10.4%9.5%
Category average6.5%8.2%9.0%NA
Rank with in category101111NA
Understand terms

Peer Comparison

Holdings (176)

NameSectorInstrumentAssets
FinancialEquity9.42%
EnergyEquity8.20%
SovereignGOI Sec6.89%
GOI
SovereignGOI Sec4.29%
Nifty Bank
FinancialID3.60%
Reserve Bank of India
FinancialT-Bills3.58%
TechnologyEquity3.51%
ConstructionEquity3.41%
FinancialDebenture2.58%
FinancialEquity2.56%
Consumer StaplesEquity2.30%
AutomobileEquity2.18%
CommunicationEquity1.97%
Metals & MiningEquity1.72%
FinancialEquity1.68%
FinancialEquity1.56%
Kotak Mahindra Prime Ltd.
FinancialDebenture1.56%
Muthoot Finance Ltd.
FinancialDebenture1.56%
HealthcareEquity1.37%
TechnologyEquity1.34%
ServicesEquity1.24%
SovereignGOI Sec1.07%
Bharti Telecom Ltd.
CommunicationNCD1.05%
Muthoot Finance Ltd.
FinancialNCD1.04%
TVS Holdings Ltd.
AutomobileDebenture1.03%
GOI
SovereignCGL1.02%
FinancialEquity0.92%
HealthcareEquity0.85%
ConstructionEquity0.83%
ConstructionInvITs0.83%
InsuranceEquity0.82%
HealthcareEquity0.78%
EnergyEquity0.78%
Capital GoodsEquity0.77%
Consumer StaplesEquity0.69%
EnergyEquity0.66%
Metals & MiningEquity0.63%
FinancialEquity0.57%
Metals & MiningEquity0.57%
EnergyEquity0.56%
FinancialEquity0.55%
HealthcareEquity0.53%
Indian Railway Finance Corporation Ltd.
FinancialBonds0.52%
Renserv Global Pvt Ltd.
OthersDebenture0.52%
Metals & MiningEquity0.50%
AutomobileEquity0.50%
Metals & MiningEquity0.49%
AutomobileEquity0.48%
FinancialEquity0.45%
FinancialEquity0.44%
FinancialEquity0.44%
TechnologyEquity0.43%
TechnologyEquity0.43%
HealthcareEquity0.43%
TechnologyEquity0.42%
HealthcareEquity0.41%
ConstructionEquity0.41%
Consumer DiscretionaryEquity0.38%
ServicesEquity0.38%
ConstructionEquity0.37%
ConstructionEquity0.35%
AutomobileEquity0.35%
FinancialEquity0.34%
ServicesEquity0.33%
ConstructionInvITs0.32%
CommunicationEquity0.32%
SovereignGOI Sec0.32%
Capital GoodsEquity0.31%
TechnologyEquity0.31%
CommunicationEquity0.30%
HealthcareEquity0.28%
EnergyEquity0.27%
HealthcareEquity0.27%
Consumer StaplesEquity0.26%
FinancialEquity0.24%
Capital GoodsEquity0.24%
ConstructionEquity0.24%
Consumer DiscretionaryEquity0.23%
ChemicalsEquity0.23%
HealthcareEquity0.22%
Consumer StaplesEquity0.22%
HealthcareEquity0.21%
SovereignGOI Sec0.21%
ServicesEquity0.21%
National Bank For Agriculture & Rural Development
FinancialBonds/Deb0.21%
EnergyEquity0.20%
SovereignGOI Sec0.20%
Capital GoodsEquity0.19%
EnergyEquity0.19%
InsuranceEquity0.18%
AutomobileEquity0.18%
ChemicalsEquity0.16%
ConstructionEquity0.16%
Metals & MiningEquity0.16%
HealthcareEquity0.16%
Consumer StaplesEquity0.16%
Capital GoodsEquity0.14%
Capital GoodsEquity0.12%
AutomobileEquity0.11%
EnergyNCD0.11%
Consumer StaplesEquity0.10%
AutomobileEquity0.10%
Consumer DiscretionaryEquity0.09%
FinancialEquity0.09%
FinancialEquity0.09%
AutomobileEquity0.08%
AutomobileEquity0.07%
HealthcareEquity0.07%
Capital GoodsEquity0.07%
AutomobileEquity0.05%
ServicesEquity0.05%
GOI
SovereignGOI Sec0.05%
FinancialEquity0.04%
Capital GoodsEquity0.04%
InsuranceEquity0.04%
HealthcareEquity0.04%
ConstructionEquity0.03%
TechnologyEquity0.02%
Capital GoodsEquity0.02%
ServicesEquity0.01%
Capital GoodsEquity0.01%
FinancialEquity0.01%
ServicesEquity0.01%
ServicesEquity0.01%
Aditya Birla Fashion and Retail Ltd.
ServicesFutures-0.01%
Muthoot Finance Ltd.
FinancialFutures-0.01%
Indian Energy Exchange Ltd.
ServicesFutures-0.01%
Siemens Ltd.
Capital GoodsFutures-0.02%
GMR Airports Ltd.
ConstructionFutures-0.03%
Biocon Ltd.
HealthcareFutures-0.04%
ICICI Lombard General Insurance Company Ltd.
InsuranceFutures-0.04%
NTPC Ltd.
EnergyFutures-0.04%
Havells India Ltd.
Capital GoodsFutures-0.04%
Bandhan Bank Ltd.
FinancialFutures-0.04%
Tata Motors Ltd.
AutomobileFutures-0.04%
Bajaj Finserv Ltd.
FinancialFutures-0.09%
REC Ltd.
FinancialFutures-0.09%
Titan Company Ltd.
Consumer DiscretionaryFutures-0.10%
Power Grid Corporation Of India Ltd.
EnergyFutures-0.11%
Hindustan Aeronautics Ltd.
Capital GoodsFutures-0.12%
Bharat Petroleum Corporation Ltd.
EnergyFutures-0.13%
DLF Ltd.
ConstructionFutures-0.15%
Jindal Steel & Power Ltd.
Metals & MiningFutures-0.16%
Grasim Industries Ltd.
ConstructionFutures-0.16%
Pidilite Industries Ltd.
ChemicalsFutures-0.16%
Vodafone Idea Ltd.
CommunicationFutures-0.19%
Aurobindo Pharma Ltd.
HealthcareFutures-0.21%
UPL Ltd.
ChemicalsFutures-0.23%
Divi's Laboratories Ltd.
HealthcareFutures-0.27%
Bharti Airtel Ltd.
CommunicationFutures-0.28%
United Spirits Ltd.
Consumer StaplesFutures-0.31%
Trent Ltd.
ServicesFutures-0.33%
Sun Pharmaceutical Industries Ltd.
HealthcareFutures-0.35%
ACC Ltd.
ConstructionFutures-0.38%
Crompton Greaves Consumer Electricals Ltd.
Consumer DiscretionaryFutures-0.38%
Apollo Hospitals Enterprise Ltd.
HealthcareFutures-0.43%
Punjab National Bank
FinancialFutures-0.44%
Manappuram Finance Ltd.
FinancialFutures-0.44%
Hindalco Industries Ltd.
Metals & MiningFutures-0.49%
Steel Authority Of India Ltd.
Metals & MiningFutures-0.50%
Canara Bank
FinancialFutures-0.55%
National Aluminium Company Ltd.
Metals & MiningFutures-0.56%
Bank Of Baroda
FinancialFutures-0.58%
Mahindra & Mahindra Ltd.
AutomobileFutures-0.58%
Vedanta Ltd.
Metals & MiningFutures-0.63%
SBI Life Insurance Company Ltd.
InsuranceFutures-0.63%
Ambuja Cements Ltd.
ConstructionFutures-0.83%
Indusind Bank Ltd.
FinancialFutures-0.93%
Bajaj Finance Ltd.
FinancialFutures-1.07%
Infosys Ltd.
TechnologyFutures-1.26%
Kotak Mahindra Bank Ltd.
FinancialFutures-1.65%
Tata Steel Ltd.
Metals & MiningFutures-1.73%
Hindustan Unilever Ltd.
Consumer StaplesFutures-1.73%
Larsen & Toubro Ltd.
ConstructionFutures-2.06%
Reliance Industries Ltd.
EnergyFutures-6.74%
HDFC Bank Ltd.
FinancialFutures-8.07%
See All

Pros and cons

Category: Hybrid Equity Savings

Pros

Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality

Cons

Higher expense ratio: 1.01%
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 1.01%

Inclusive of GST

Exit load

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

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

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

Fund management

Devang Shah
Apr 2024 - Present
View details

Education
Mr. Shah is B.Com and ACA.
Experience
Prior to joining Axis AMC he has worked with ICICI Prudential AMC, Deutsche Asset Management (India) Pvt. Ltd. and Pricewaterhouse Coopers.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
Phone
022-24255161
Launch Date
04 Sep 2009
E-mail
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,

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