Axis Equity Savings Fund Growth

Hybrid
Equity Savings
Moderately High Risk
+10.43%
3Y annualised
+0.18% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 17 Oct 2025
₹22.55
Rating
2
Min. SIP amount
Not Supported
Fund size
₹936.06Cr

Return calculator

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

Holdings (161)

NameSectorInstrumentAssets
FinancialEquity9.28%
EnergyEquity8.58%
SovereignGOI Sec4.41%
GOI
SovereignGOI Sec3.85%
FinancialEquity3.63%
Nifty Bank
FinancialID3.09%
ConstructionEquity2.79%
FinancialDebenture2.70%
Reserve Bank of India
FinancialT-Bills2.67%
CommunicationEquity2.35%
Metals & MiningEquity2.23%
FinancialEquity2.15%
AutomobileEquity1.93%
ServicesEquity1.86%
TechnologyEquity1.78%
FinancialDebenture1.62%
Consumer StaplesEquity1.62%
TechnologyEquity1.34%
AutomobileEquity1.25%
InsuranceEquity1.17%
Capital GoodsEquity1.16%
Muthoot Finance Ltd.
FinancialNCD1.09%
Power Finance Corporation Ltd.
FinancialBonds1.09%
TVS Holdings Ltd.
AutomobileDebenture1.08%
GMR Airports Ltd.
ConstructionBonds1.08%
CommunicationEquity1.07%
HealthcareEquity1.04%
GOI
SovereignCGL1.04%
HealthcareEquity0.98%
ConstructionEquity0.96%
HealthcareEquity0.88%
EnergyEquity0.84%
ServicesEquity0.83%
FinancialEquity0.80%
FinancialEquity0.75%
FinancialEquity0.73%
HealthcareEquity0.73%
HealthcareEquity0.72%
ConstructionEquity0.70%
FinancialEquity0.68%
FinancialEquity0.66%
Metals & MiningEquity0.65%
Capital GoodsEquity0.58%
ConstructionEquity0.56%
FinancialFRB0.55%
Muthoot Finance Ltd.
FinancialDebenture0.54%
Aditya Birla Digital Fashion Ventures Ltd.
ServicesDebenture0.54%
REC Ltd.
FinancialBonds0.53%
Indian Railway Finance Corporation Ltd.
FinancialBonds0.53%
FinancialEquity0.50%
Consumer StaplesEquity0.47%
FinancialEquity0.47%
FinancialEquity0.45%
TechnologyEquity0.41%
AutomobileEquity0.41%
Consumer StaplesEquity0.39%
HealthcareEquity0.38%
Consumer StaplesEquity0.37%
HealthcareEquity0.34%
Consumer DiscretionaryEquity0.34%
ConstructionInvITs0.34%
SovereignGOI Sec0.33%
AutomobileEquity0.33%
EnergyEquity0.29%
EnergyEquity0.28%
CommunicationEquity0.28%
HealthcareEquity0.28%
HealthcareEquity0.28%
InsuranceEquity0.23%
National Bank For Agriculture & Rural Development
FinancialBonds/Deb0.22%
Metals & MiningEquity0.22%
SovereignGOI Sec0.22%
Capital GoodsEquity0.21%
EnergyEquity0.21%
SovereignGOI Sec0.21%
EnergyEquity0.21%
HealthcareEquity0.20%
AutomobileEquity0.19%
ConstructionEquity0.18%
HealthcareEquity0.18%
ChemicalsEquity0.17%
Capital GoodsEquity0.17%
FinancialEquity0.17%
ServicesEquity0.16%
Capital GoodsEquity0.16%
ChemicalsEquity0.15%
ConstructionEquity0.14%
FinancialEquity0.13%
EnergyNCD0.11%
FinancialEquity0.11%
Consumer StaplesEquity0.10%
AutomobileEquity0.10%
Consumer DiscretionaryEquity0.09%
HealthcareEquity0.09%
HealthcareEquity0.08%
FinancialEquity0.08%
HealthcareEquity0.08%
AutomobileEquity0.08%
EnergyEquity0.07%
ServicesEquity0.07%
TechnologyEquity0.07%
Capital GoodsEquity0.06%
AutomobileEquity0.06%
FinancialEquity0.05%
GOI
SovereignGOI Sec0.05%
Capital GoodsEquity0.04%
ConstructionEquity0.04%
HealthcareEquity0.04%
TechnologyEquity0.02%
FinancialEquity0.02%
Capital GoodsEquity0.02%
ServicesEquity0.01%
HealthcareEquity0.01%
Lupin Ltd.
HealthcareFutures-0.01%
Indian Energy Exchange Ltd.
ServicesFutures-0.01%
Muthoot Finance Ltd.
FinancialFutures-0.02%
Biocon Ltd.
HealthcareFutures-0.04%
GMR Airports Ltd.
ConstructionFutures-0.04%
Havells India Ltd.
Capital GoodsFutures-0.04%
NTPC Ltd.
EnergyFutures-0.04%
Bandhan Bank Ltd.
FinancialFutures-0.05%
Tata Motors Ltd.
AutomobileFutures-0.08%
REC Ltd.
FinancialFutures-0.08%
Titan Company Ltd.
Consumer DiscretionaryFutures-0.10%
Bajaj Auto Ltd.
AutomobileFutures-0.10%
Bajaj Finserv Ltd.
FinancialFutures-0.11%
Power Grid Corporation Of India Ltd.
EnergyFutures-0.11%
Shriram Finance Ltd
FinancialFutures-0.13%
SRF Ltd.
ChemicalsFutures-0.15%
Pidilite Industries Ltd.
ChemicalsFutures-0.17%
Grasim Industries Ltd.
ConstructionFutures-0.19%
Vodafone Idea Ltd.
CommunicationFutures-0.19%
Aurobindo Pharma Ltd.
HealthcareFutures-0.20%
Oil And Natural Gas Corporation Ltd.
EnergyFutures-0.21%
Mahindra & Mahindra Ltd.
AutomobileFutures-0.21%
Jindal Steel Ltd.
Metals & MiningFutures-0.22%
Divi's Laboratories Ltd.
HealthcareFutures-0.28%
Sun Pharmaceutical Industries Ltd.
HealthcareFutures-0.28%
United Spirits Ltd.
Consumer StaplesFutures-0.30%
Bharti Airtel Ltd.
CommunicationFutures-0.34%
Crompton Greaves Consumer Electricals Ltd.
Consumer DiscretionaryFutures-0.34%
Apollo Hospitals Enterprise Ltd.
HealthcareFutures-0.41%
Punjab National Bank
FinancialFutures-0.51%
Hindustan Aeronautics Ltd.
Capital GoodsFutures-0.56%
SBI Life Insurance Company Ltd.
InsuranceFutures-0.64%
Steel Authority Of India Ltd.
Metals & MiningFutures-0.65%
Bank Of Baroda
FinancialFutures-0.68%
DLF Ltd.
ConstructionFutures-0.71%
Canara Bank
FinancialFutures-0.75%
ICICI Bank Ltd.
FinancialFutures-0.79%
Indusind Bank Ltd.
FinancialFutures-0.80%
Zydus Lifesciences Ltd.
HealthcareFutures-0.88%
Ambuja Cements Ltd.
ConstructionFutures-0.96%
Tata Consultancy Services Ltd.
TechnologyFutures-1.08%
Hindustan Unilever Ltd.
Consumer StaplesFutures-1.25%
Eternal Ltd.
ServicesFutures-1.31%
Larsen & Toubro Ltd.
ConstructionFutures-1.36%
Kotak Mahindra Bank Ltd.
FinancialFutures-2.03%
Tata Steel Ltd.
Metals & MiningFutures-2.25%
Reliance Industries Ltd.
EnergyFutures-6.39%
HDFC Bank Ltd.
FinancialFutures-7.38%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Hybrid Equity Savings
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns4.0%10.4%10.5%8.3%
Category average5.0%10.4%10.4%NA
Rank with in category18910NA
Understand terms

Peer Comparison

Hybrid, Equity Savings fundsRating1Y3YFund Size(Cr)
4
6.0%12.2%8,782.37
4
3.7%11.1%6,169.17
5
5.0%11.1%733.39
4
5.1%10.4%3,773.40
5
6.9%9.2%16,487.15

Expense ratio, exit load and tax

Expense ratio: 2.28%

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

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%.

Understand terms
Check past data

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,

Compare funds

Axis Equity Savings Fund Growth
VS
Add mutual fund to compare