RS
R SivakumarFund Manager Since 14 Aug 2015
AllocationEquity Savings
Axis Equity Savings Fund Direct Plan Monthly Reinvst of Inc Dis cum Cap Wdrl
3Y Annualised
9.74%
0.45% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.53%
0.45% 1D
Benchmark
HDFC NIFTY 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
7 years 6 months
NIFTY 50
8 years 5 months
FD
9 years 7 months
Fund info
Fund size
₹854.90 Cr
Min. SIP amount
₹1000
Min. Lumpsum amount
₹500
Exit load
0.01%
If redeemed / switched out within 1 month from the date of allotment, For 10% of investments NIL For remaining investments 1% If redeemed / switched out after 1 month from the date of allotmentNIL
Risk Profile
Moderately High risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Axis Equity Savings Fund Direct Plan Reinvst of Inc Dis cum Cap Wdrl
2.54%
2nd
Axis Equity Savings Fund Direct Plan Pyt of Inc Dis cum Cap Wdrl
2.54%
3rd
Axis Equity Savings Fund Direct Plan Quarterly Reinvst of Inc Dis cum Cap Wdrl
2.54%
4th
Axis Equity Savings Fund Direct Plan Quarterly Pyt of Inc Dis cum Cap Wdrl
2.54%
5th
Axis Equity Savings Fund Direct Plan Monthly Reinvst of Inc Dis cum Cap Wdrl
2.53%
Fund Managers
AT
Anupam TiwariFund Manager Since 6 Oct 2016
KS
Kaustubh SuleFund Manager Since 9 Nov 2021
About Axis Equity Savings Fund Direct Plan Monthly Reinvst of Inc Dis cum Cap Wdrl
Axis Equity Savings Fund Direct Plan Monthly Reinvst of Inc Dis cum Cap Wdrl is a Allocation mutual fund scheme from Axis Asset Management Company Limited. This fund has been in existence for 11 years, having been launched on 2015-08-14. Axis Equity Savings Fund Direct Plan Monthly Reinvst of Inc Dis cum Cap Wdrl has ₹854.90 Cr worth of assets under management (AUM) as of Thu Nov 05 2026. The latest Net Asset Value (NAV) of Axis Equity Savings Fund Direct Plan Monthly Reinvst of Inc Dis cum Cap Wdrl as of Wed Nov 04 2026 is ₹13.33. The fund has an expense ratio of 1.58%, which is medium comparable to most other Allocation funds.
Axis Equity Savings Fund Direct Plan Monthly Reinvst of Inc Dis cum Cap Wdrl returns for the last 1 year are 4.39%. Since launch, it has delivered 9.06% average annual returns.
The Axis Equity Savings Fund Direct Plan Monthly Reinvst of Inc Dis cum Cap Wdrl has the majority of its money invested in Financial Services, Energy, null, Basic Materials sectors.
Top 5 Holdings of Axis Equity Savings Fund Direct Plan Monthly Reinvst of Inc Dis cum Cap Wdrl.
- ICICI Bank Ltd: 6.88%
- Reliance Industries Ltd: 6.41%
- HDFC Bank Ltd: 5.23%
- 7.18% Govt Stock 2033: 4.69%
- Future on Reliance Industries Ltd: 4.31%
AMC Information
| Name | Axis Asset Management Company Limited |
|---|---|
| Founding Date | 2015-08-14 |
| customerservice@axismf.com | |
| Phone | 8108622211 |
| Website | www.axismf.com |
| Address | Axis Asset Management Company Ltd.,22nd & 23rd Floor, One Lodha Place,Senapati Bapat Marg, Lower Parel,Mumbai, Maharashtra 400013 |
Tax Implications of Axis Equity Savings Fund Direct Plan Monthly Reinvst of Inc Dis cum Cap Wdrl
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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Axis Equity Savings Fund Regular Plan Growth
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3Y CAGR
8.44%
expense ratio
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fund size
₹854.90 Cr
Axis Multi Asset Allocation Fund Direct Plan Growth Option
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3Y CAGR
0%
expense ratio
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fund size
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
