Site Logo

Download QR

Open Free Demat Account!

Join Our 9 Lakh Customers

+91
Headphone

Home

Mutual Funds

Axis Equity Savings Fund

Ax

Axis Equity Savings Fund

Equity SavingsRank #12
2/5

NAV (2026-07-14)

22.96

AUM

₹875.02 Cr

Exp. Ratio: 2.71%

RISK LEVEL

Moderately High

Returns & Performance

1 Year4.03%0.34% vs cat avgRank #8
3 Year8.50%0.26% vs cat avgRank #7
5 Year7.58%0.03% vs cat avgRank #11
Since Launch7.91%--

Fund vs Category Average

1Y
4.03%+0.34%
3Y
8.50%+0.26%
5Y
7.58%-0.03%

Pros & Cons

Pros

Outperforms category avg on 1Y returns
Strong 3Y track record vs category
No lock-in period
Decent 1Y category rank (#8)

Cons

5Y returns below category average
Higher expense ratio (2.71%)
Overall rank #12 in category
ISININF846K01VO3
NAV₹22.96
NAV Date2026-07-14
AUM₹875.02 Cr
Expense Ratio2.71%
RiskModerately High
Rating2 / 5
Min SIP Amount₹100
Max SIP Amount₹999999999
Min Additional Inv.₹100
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.2009-09-04

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.

Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.

Krishnaa Narayan

She is a Chartered Accountant

Prior to joining Axis Mutual Fund, she has worked with Price Waterhouse Coopers

Top Holdings

Holdings data not available for this scheme