What is the NAV of Axis Equity Savings Fund?
The Current NAV of Axis Equity Savings Fund is ₹24.77, as of 13th June 2025What are the returns of Axis Equity Savings Fund?
The Axis Equity Savings Fund has been there since 14th August 2015- 1 Year Returns: 7.65
- 3 Year Returns: 12.82
- 5 Year Returns: 13.21
What are the top 5 sectors holdings of Axis Equity Savings Fund?
The top sectors Axis Equity Savings Fund has invested in are as for 14th 08 2015 are as follows -- Others | 48.49%
- G-Sec | 10.98%
- Specialized Finance | 5.69%
- Investment Banking & Brokerage | 4.50%
- Private Banks | 4.38%
What are the top 5 holdings Axis Equity Savings Fund?
The top 5 holdings for Axis Equity Savings Fund are- Net Receivables / (Payables) | 33.62%
- 7.25% Government of India (12/06/2063) | 5.53%
- 7.34% Government of India (22/04/2064) | 5.04%
- Clearing Corporation of India Ltd | 4.19%
- Bank Nifty Index April 2025 Future | 3.85%
What is the asset allocation of Axis Equity Savings Fund?
The Axis Equity Savings Fund is a plan that invests- Equity | 66.04%
- Cash & Equivalents | 37.80%
- Government Securities | 15.21%
- Corporate Debt | 9.44%
- Treasury Bills | 2.64%
How to invest in Axis Equity Savings Fund?
If you wish to invest in Axis Equity Savings Fund Plan via smallcase, you can follow these quick and easy steps -- Log in to smallcase
- Search and select the Axis Equity Savings Fund
- Complete filling your details and KYC
- Enter the Amount and type of investment (SIP or Lumpsum)
- And Voila! your SIP or Lumpsump investment in Axis Equity Savings Fund is completed
You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.
What is the AUM of Axis Equity Savings Fund?
The AUM of Axis Equity Savings Fund is 946.03 Cr as of 13th June 2025What is the expense ratio of Axis Equity Savings Fund Plan?
The expense ratio of Axis Equity Savings Fund Plan is 1.04How to exit Axis Equity Savings Fund?
If you have invested in Axis Equity Savings Fund, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.What is the alpha of Axis Equity Savings Fund?
The alpha ratio for the Axis Equity Savings Fund is N/A
Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the Volatility or Standard Deviation of Axis Equity Savings Fund?
The volatility or standard deviation for the Axis Equity Savings Fund is 5.30
Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of Axis Equity Savings Fund?
The sharpe ratio for the Axis Equity Savings Fund is 0.60
The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of Axis Equity Savings Fund?
The Sortino ratio for the Axis Equity Savings Fund is 0.06
The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.
What is the Price to Earnings (PE) of Axis Equity Savings Fund?
The PE ratio (price-to-earnings) of the Axis Equity Savings Fund is 31.93 while category PE ratio is 33.161. Test MF FAQ for Mutual Fund Axis Equity Savings Fund Shares?
The Current NAV of Axis Equity Savings Fund is ₹24.77, as of 13th June 20255. Test MF FAQ Is there any lock-in period for Axis Equity Savings Fund Plan?
There is a lock in period of N/A for Axis Equity Savings Fund
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Axis Equity Savings Fund Direct Growth
Growth
24.770.16% (-0.04)
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Axis Equity Savings Fund Performance & Key Metrics
Axis Equity Savings Fund Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.04 | 6.89 | 0.60 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.19 | 6.42 | 0.83 |
Axis Equity Savings Fund Scheme InfoAxis Equity Savings Fund Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 500 |
| BenchmarkBenchmark |
|---|
| NIFTY 50 Equity Savings Index |
About Equity Savings
About Equity Savings
Equity saving schemes or ESS invest in a mix of stocks, debt and arbitrage opportunities. They invest 30-35% of total investment corpus in equity assets while the rest is getting invested in debt funds and arbitrages.
Axis Equity Savings Fund Peers
What are peers and why compare against them?
What are peers and why compare against them?
A mutual fund’s peers are schemes which belong to the same category. Comparing various metrics against peers can give valuable insights on how the scheme is performing as compared to the scheme category as a whole.
Axis Equity Savings Fund Peers & Comparison
Comparing 3 mutual funds from
HybridEquity Savings
HybridEquity Savings
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Axis Equity Savings Fund | 7.65% | 12.82% | 9.66% |
| ICICI Pru Equity Savings Fund | 9.02% | 9.67% | 8.70% |
| Kotak Equity Savings Fund | 6.50% | 13.46% | 10.22% |
| HDFC Equity Savings Fund | 6.99% | 12.78% | 10.52% |
Axis Equity Savings Fund Returns Comparison
Compare Axis Equity Savings Fund with any MF, ETF, stock or indexCompare Axis Equity Savings Fund with any MF, ETF, stock or index
Axis Equity Savings Fund
Hmm, looks like data is unavailable here. Please come back after some timeAxis Equity Savings Fund Portfolio
What are constituents?
What are constituents?
Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.
Axis Equity Savings Fund Asset Allocation
Axis Equity Savings Fund Asset Allocation
Actual
Target
May 2024
Sep 2024
Nov 2024
Mar 2025
May 2024
Sep 2024
Nov 2024
Mar 2025
Axis Equity Savings Fund Sector Distribution
Axis Equity Savings Fund Sector Distribution
May 2024
Sep 2024
Nov 2024
Mar 2025
Axis Equity Savings Fund Sector Weightage
Axis Equity Savings Fund Sector Weightage
Others
Others as a % of total holdings for last six quarters
Axis Equity Savings Fund Current Holdings
Axis Equity Savings Fund Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
Holdings
2.83 %
2.83 %Holdings
1.93 %
1.93 %Holdings
1.85 %
1.85 %
AMC Profile of Axis Equity Savings Fund
AMC Profile of Axis Equity Savings Fund
Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited.
Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited.
No.of Schemes
68
Total AUM
₹ 3,19,930.92 Cr.
Axis Equity Savings Fund Manager Details
Axis Equity Savings Fund Manager Details
Axis Equity Savings Fund Manager Profile
Axis Equity Savings Fund Manager Profile
Hmm, looks like data is unavailable here. Please come back after some timeAxis Equity Savings Fund Tax Implications
Axis Equity Savings Fund Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Historical
Income
As per the tax implications, in some cases, tax on MF returns depends on your annual income slab
₹10 Lakh - ₹12 Lakh
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You make
Axis Equity Savings Fund Review & Opinions
Axis Equity Savings Fund Review & Opinions
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Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%