Axis Equity Savings Fund Direct Growth

Axis Equity Savings Fund Direct Growth

+11.09%
3Y annualised
+0.47% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 10 Apr '26
₹25.45
Min. for SIP
₹100
Fund size (AUM)
₹849.73 Cr
Expense ratio
1.06%
Rating
2

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹60,162
+0.27%
3 years₹1,80,000₹1,97,933
+9.96%
5 years₹3,00,000₹3,66,591
+22.20%
10 years₹6,00,000₹9,68,970
+61.49%

Holdings (176)

NameSectorInstrumentsAssets
Reliance Industries Ltd.EnergyEquity9.32%
HDFC Bank Ltd.FinancialEquity6.98%
ICICI Bank Ltd.FinancialEquity5.93%
GOISovereignGOI Sec4.73%
GOISovereignGOI Sec4.14%
Axis Money Market Fund Direct-Growth--Mutual Fund2.99%
Bank Of BarodaFinancialCD2.85%
Tata Steel Ltd.Metals & MiningEquity2.79%
Kotak Mahindra Bank Ltd.FinancialEquity2.61%
Nifty BankFinancialID2.59%
Bharti Airtel Ltd.CommunicationEquity2.28%
Larsen & Toubro Ltd.ConstructionEquity2.23%
Mahindra & Mahindra Ltd.AutomobileEquity2.20%
Muthoot Finance Ltd.FinancialDebenture1.77%
Eternal Ltd.ServicesEquity1.76%
Hindustan Aeronautics Ltd.Capital GoodsEquity1.32%
SBI Life Insurance Company Ltd.InsuranceEquity1.26%
GMR Airports Ltd.ConstructionBonds1.22%
Muthoot Finance Ltd.FinancialNCD1.19%
TVS Holdings Ltd.AutomobileDebenture1.18%
Hiranandani Financial Services Pvt. Ltd.FinancialDebenture1.17%
Tamilnadu StateOthersSDL1.16%
Tech Mahindra Ltd.TechnologyEquity1.14%
State Bank of IndiaFinancialEquity1.12%
Infosys Ltd.TechnologyEquity1.09%
DLF Ltd.ConstructionEquity0.96%
Sun Pharmaceutical Industries Ltd.HealthcareEquity0.93%
Bank Of BarodaFinancialEquity0.93%
Apollo Hospitals Enterprise Ltd.HealthcareEquity0.93%
Jindal Steel Ltd.Metals & MiningEquity0.86%
Titan Company Ltd.Consumer DiscretionaryEquity0.78%
Fortis Healthcare Ltd.HealthcareEquity0.77%
RBL Bank Ltd.FinancialEquity0.75%
Ambuja Cements Ltd.ConstructionEquity0.74%
CORONA Remedies Ltd.HealthcareEquity0.73%
Godrej Consumer Products Ltd.Consumer StaplesEquity0.62%
ITC Ltd.Consumer StaplesEquity0.61%
SJS Enterprises Ltd.AutomobileEquity0.60%
Shriram Finance LtdFinancialDebenture0.59%
Muthoot Finance Ltd.FinancialDebenture0.59%
REC Ltd.FinancialFRB0.59%
Aditya Birla Digital Fashion Ventures Ltd.ServicesDebenture0.58%
Cholamandalam Investment and Finance Company Ltd.FinancialNCD0.58%
Bajaj Finance Ltd.FinancialEquity0.58%
Indusind Bank Ltd.FinancialEquity0.58%
Bajaj Housing Finance Ltd.FinancialNCD0.58%
Power Grid Corporation Of India Ltd.EnergyEquity0.55%
Ultratech Cement Ltd.ConstructionEquity0.54%
Punjab National BankFinancialEquity0.49%
Aditya Infotech Ltd.CommunicationEquity0.49%
The Federal Bank Ltd.FinancialEquity0.46%
Bharat Heavy Electricals Ltd.Capital GoodsEquity0.43%
NTPC Ltd.EnergyEquity0.42%
JB Chemicals & Pharmaceuticals Ltd.HealthcareEquity0.41%
Indus Infra TrustConstructionInvITs0.40%
Vodafone Idea Ltd.CommunicationEquity0.40%
Divi's Laboratories Ltd.HealthcareEquity0.40%
Emcure Pharmaceuticals Ltd.HealthcareEquity0.39%
Tata Consultancy Services Ltd.TechnologyEquity0.39%
United Spirits Ltd.Consumer StaplesEquity0.38%
Healthcare Global Enterprises Ltd.HealthcareEquity0.37%
Sona BLW Precision Forgings Ltd.AutomobileEquity0.37%
GOISovereignGOI Sec0.36%
Indian BankFinancialEquity0.35%
Yes Bank Ltd.FinancialEquity0.32%
Sansera Engineering Ltd.AutomobileEquity0.31%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity0.29%
Bandhan Bank Ltd.FinancialEquity0.29%
Crompton Greaves Consumer Electricals Ltd.Consumer DiscretionaryEquity0.28%
Sudeep Pharma Ltd.HealthcareEquity0.27%
Aurobindo Pharma Ltd.HealthcareEquity0.27%
Coforge Ltd.TechnologyEquity0.26%
SRF Ltd.ChemicalsEquity0.24%
National Bank For Agriculture & Rural DevelopmentFinancialBonds/Deb0.24%
GOISovereignGOI Sec0.23%
Jyoti CNC Automation Ltd.Capital GoodsEquity0.23%
Glenmark Pharmaceuticals Ltd.HealthcareEquity0.23%
GOISovereignGOI Sec0.22%
Trent Ltd.ServicesEquity0.22%
Shriram Finance LtdFinancialEquity0.21%
HDFC Life Insurance Co Ltd.InsuranceEquity0.19%
Grasim Industries Ltd.ConstructionEquity0.19%
Hindustan Unilever Ltd.Consumer StaplesEquity0.17%
Pidilite Industries Ltd.ChemicalsEquity0.17%
Oil India Ltd.EnergyEquity0.16%
Hindalco Industries Ltd.Metals & MiningEquity0.15%
APL Apollo Tubes Ltd.Metals & MiningEquity0.13%
HDFC Asset Management Company Ltd.FinancialEquity0.13%
Krishna Institute of Medical Sciences LtdHealthcareEquity0.12%
Onesource Specialty Pharma Ltd.HealthcareEquity0.12%
Power Grid Corporation Of India Ltd.EnergyNCD0.12%
TeamLease Services Ltd.ServicesEquity0.10%
Cummins India Ltd.Capital GoodsEquity0.10%
Bajaj Finserv Ltd.FinancialEquity0.10%
Cipla Ltd.HealthcareEquity0.09%
Welspun Corp Ltd.Metals & MiningEquity0.07%
Multi Commodity Exchange Of India Ltd.ServicesEquity0.05%
GOISovereignGOI Sec0.05%
Biocon Ltd.HealthcareEquity0.04%
GMR Airports Ltd.ConstructionEquity0.04%
Craftsman Automation Ltd.AutomobileEquity0.04%
Solar Industries India Ltd.ChemicalsEquity0.04%
Havells India Ltd.Capital GoodsEquity0.04%
Neuland Laboratories Ltd.HealthcareEquity0.03%
Premier Energies Ltd.EnergyEquity0.03%
Mphasis Ltd.TechnologyEquity0.03%
Max Healthcare Institute Ltd.HealthcareEquity0.03%
Dixon Technologies (India) Ltd.Capital GoodsEquity0.03%
Bharat Electronics Ltd.Capital GoodsEquity0.03%
ABB India Ltd.Capital GoodsEquity0.03%
Hindustan Petroleum Corporation Ltd.EnergyEquity0.02%
Godrej Properties Ltd.ConstructionEquity0.02%
One97 Communications Ltd.ServicesEquity0.02%
Swiggy Ltd.ServicesEquity0.02%
Samvardhana Motherson International Ltd.AutomobileEquity0.02%
Bharat Dynamics Ltd.Capital GoodsEquity0.01%
Maruti Suzuki India Ltd.AutomobileEquity0.01%
Maruti Suzuki India Ltd.AutomobileFutures-0.01%
Samvardhana Motherson International Ltd.AutomobileFutures-0.02%
One97 Communications Ltd.ServicesFutures-0.02%
Godrej Properties Ltd.ConstructionFutures-0.02%
Hindustan Petroleum Corporation Ltd.EnergyFutures-0.02%
Bharat Electronics Ltd.Capital GoodsFutures-0.03%
Max Healthcare Institute Ltd.HealthcareFutures-0.03%
Cummins India Ltd.Capital GoodsFutures-0.03%
Mphasis Ltd.TechnologyFutures-0.03%
Havells India Ltd.Capital GoodsFutures-0.04%
Solar Industries India Ltd.ChemicalsFutures-0.04%
GMR Airports Ltd.ConstructionFutures-0.04%
Biocon Ltd.HealthcareFutures-0.04%
NTPC Ltd.EnergyFutures-0.05%
Multi Commodity Exchange Of India Ltd.ServicesFutures-0.05%
Cipla Ltd.HealthcareFutures-0.09%
Bajaj Finserv Ltd.FinancialFutures-0.10%
HDFC Asset Management Company Ltd.FinancialFutures-0.13%
APL Apollo Tubes Ltd.Metals & MiningFutures-0.13%
Power Grid Corporation Of India Ltd.EnergyFutures-0.13%
Hindalco Industries Ltd.Metals & MiningFutures-0.15%
Pidilite Industries Ltd.ChemicalsFutures-0.17%
Hindustan Unilever Ltd.Consumer StaplesFutures-0.17%
Grasim Industries Ltd.ConstructionFutures-0.19%
Shriram Finance LtdFinancialFutures-0.21%
Vodafone Idea Ltd.CommunicationFutures-0.22%
State Bank of IndiaFinancialFutures-0.22%
Trent Ltd.ServicesFutures-0.22%
Glenmark Pharmaceuticals Ltd.HealthcareFutures-0.23%
SRF Ltd.ChemicalsFutures-0.24%
Aurobindo Pharma Ltd.HealthcareFutures-0.27%
Tata Consultancy Services Ltd.TechnologyFutures-0.28%
Crompton Greaves Consumer Electricals Ltd.Consumer DiscretionaryFutures-0.28%
Bandhan Bank Ltd.FinancialFutures-0.29%
United Spirits Ltd.Consumer StaplesFutures-0.30%
Yes Bank Ltd.FinancialFutures-0.32%
Sun Pharmaceutical Industries Ltd.HealthcareFutures-0.34%
Bharti Airtel Ltd.CommunicationFutures-0.35%
Divi's Laboratories Ltd.HealthcareFutures-0.40%
Apollo Hospitals Enterprise Ltd.HealthcareFutures-0.49%
Punjab National BankFinancialFutures-0.49%
Jindal Steel Ltd.Metals & MiningFutures-0.54%
Mahindra & Mahindra Ltd.AutomobileFutures-0.57%
Indusind Bank Ltd.FinancialFutures-0.58%
ITC Ltd.Consumer StaplesFutures-0.62%
SBI Life Insurance Company Ltd.InsuranceFutures-0.70%
Hindustan Aeronautics Ltd.Capital GoodsFutures-0.73%
Ambuja Cements Ltd.ConstructionFutures-0.75%
RBL Bank Ltd.FinancialFutures-0.75%
Titan Company Ltd.Consumer DiscretionaryFutures-0.78%
Bank Of BarodaFinancialFutures-0.93%
DLF Ltd.ConstructionFutures-0.96%
Eternal Ltd.ServicesFutures-1.33%
Larsen & Toubro Ltd.ConstructionFutures-1.34%
Kotak Mahindra Bank Ltd.FinancialFutures-1.94%
Tata Steel Ltd.Metals & MiningFutures-2.80%
ICICI Bank Ltd.FinancialFutures-3.06%
HDFC Bank Ltd.FinancialFutures-4.91%
Reliance Industries Ltd.EnergyFutures-6.52%
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+11.1%+9.2%+9.9%+9.2%
Category average (Hybrid Equity Savings)+9.9%+9.1%+8.4%--
Rank (Hybrid Equity Savings)9115--

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

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.
Check past data

Fund management

MH
Mayank Hyanki
May 2024 - Present
View details

Education
Mr. Hyanki has done B.Tech and PGDM, Finance
Experience
Prior to joining Axis Mutual Fund, he has worked with Reliance, Birla Sun Life Asset Management Company Ltd and ING Investment Management (I) Pvt Ltd

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 ₹3,66,904 Cr and the Latest NAV as of 10 Apr 2026 is ₹25.45. 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₹3,66,904.00 Cr
Date of Incorporation04 Sep 2009
Phone022-24255161
E-mail--
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,