RS
R SivakumarFund Manager Since 14 Aug 2015
AllocationEquity Savings
Axis Equity Savings Fund Regular Plan Growth
3Y Annualised
8.51%
-0.14% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
Annualised
-1.97%
-0.14% 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
8 years 6 months
NIFTY 50
6 years 4 months
FD
9 years 7 months
Fund info
Fund size
₹929.60 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
PGIM India Equity Savings Fund Direct Regular Reinvestment Inc Dist cum Cap Wdrl
2.41%
2nd
PGIM India Equity Savings Fund Direct Regular Payout Inc Dist cum Cap Wdrl
2.41%
3rd
Kotak Equity Savings Fund Direct Quarterly Payout of Income Distribution cum Cap Wdrl
1.94%
4th
Kotak Equity Savings Fund Direct Quarterly Reinvestment of Income Distribution cum Cap Wdrl
1.94%
5th
Kotak Equity Savings Fund Regular Quarterly Payout of Income Distribution cum Cap Wdrl
1.86%
194th
Axis Equity Savings Fund Regular Plan Growth
-1.97%
Fund Managers
AT
Anupam TiwariFund Manager Since 6 Oct 2016
KS
Kaustubh SuleFund Manager Since 9 Nov 2021
About Axis Equity Savings Fund Regular Plan Growth
Axis Equity Savings Fund Regular Plan Growth is a Allocation mutual fund scheme from Axis Asset Management Company Limited. This fund has been in existence for 9 years, having been launched on 2015-08-14. Axis Equity Savings Fund Regular Plan Growth has ₹929.60 Cr worth of assets under management (AUM) as of Wed Mar 12 2025. The latest Net Asset Value (NAV) of Axis Equity Savings Fund Regular Plan Growth as of Tue Mar 11 2025 is ₹20.95. The fund has an expense ratio of 2.26%, which is medium comparable to most other Allocation funds.
Axis Equity Savings Fund Regular Plan Growth returns for the last 1 year are 4.33%. Since launch, it has delivered 8.03% average annual returns.
The Axis Equity Savings Fund Regular Plan Growth has the majority of its money invested in Financial Services, Energy, null, Technology, Industrials sectors.
Top 5 Holdings of Axis Equity Savings Fund Regular Plan Growth.
- HDFC Bank Ltd: 9.42%
- Reliance Industries Ltd: 8.20%
- Hdfc Bank Limited February 2025 Future: 8.07%
- 7.25% Govt Stock 2063: 6.89%
- Future on Reliance Industries Ltd: 6.74%
AMC Information
| Name | Axis Asset Management Company Limited |
|---|---|
| Founding Date | 2015-08-14 |
| customerservice@axismf.com | |
| Phone | +91 22 43255161 |
| Website | www.axismf.com |
| Address | Axis Asset Management Company Ltd.,Axis House, 1st Floor, C-2, Wadia International Centre,,Pandurang Budhkar Marg, Worli, |
Tax Implications of Axis Equity Savings Fund Regular Plan Growth
| 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. |
Similar Funds from Axis Asset Management Company Limited
Axis Gilt Fund Growth
Fixed IncomeGovernment Bond
3Y CAGR
6.75%
expense ratio
0.80%
fund size
₹912.09 Cr
Axis Corporate Bond Fund Regular Growth
Fixed IncomeCorporate Bond
3Y CAGR
6.41%
expense ratio
0.91%
fund size
₹6298.58 Cr
Axis Small Cap Fund Regular Growth
EquitySmall-Cap
3Y CAGR
16.10%
expense ratio
1.61%
fund size
₹20954.45 Cr
Axis Equity Savings Fund Regular Plan Growth
AllocationEquity Savings
3Y CAGR
8.51%
expense ratio
2.26%
fund size
₹929.60 Cr
Axis Multi Asset Allocation Fund Direct Plan Growth Option
AllocationMulti Asset Allocation
3Y CAGR
8.91%
expense ratio
1.07%
fund size
₹1270.15 Cr
FAQs
What is the current NAV of Axis Equity Savings Fund Regular Plan Growth?
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What are net assets under management (AUM) of Axis Equity Savings Fund Regular Plan Growth?
What is the PE and PB ratio of Axis Equity Savings Fund Regular Plan Growth?
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What are the top 3 sectors that Axis Equity Savings Fund Regular Plan Growth has invested in?
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What is the exit load of Axis Equity Savings Fund Regular Plan Growth?
How to Redeem Axis Equity Savings Fund Regular Plan Growth?
Can I invest in SIP and a Lump Sum of Axis Equity Savings Fund Regular Plan Growth?
