Axis Equity Savings Fund - Regular Plan - Growth
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Delivered positive returns in 100% of 3-year investment horizons.
- Over 11 years of operational history across different market cycles.
- Expense ratio (2.68%) is higher than category median (2.19%), which creates fee drag over time.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +4.18% | +2.96% | +1.22% |
| 3 Months | +1.46% | +1.17% | +0.29% |
| 6 Months | +5.61% | +3.88% | +1.73% |
| 1 Year | +4.50% | +4.14% | +0.36% |
| 3 Years CAGR | +8.83% | +8.21% | +0.62% |
| 5 Years CAGR | +6.75% | +7.26% | -0.51% |
| 7 Years CAGR | +8.53% | +8.53% | 0.00% |
| 10 Years CAGR | +8.58% | +8.07% | +0.51% |
| Since Inception | +7.97% | - | - |
📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay
See how a regular monthly SIP in Axis Equity Savings Fund compares against a standard 7.0% p.a. Bank Fixed Deposit.
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +4.22% | +3.40% | +0.82% |
| 2025 | +5.38% | +6.70% | -1.32% |
| 2024 | +11.07% | +11.07% | 0.00% |
| 2023 | +14.56% | +14.27% | +0.29% |
| 2022 | -0.18% | +2.49% | -2.67% |
| 2021 | +13.27% | +12.79% | +0.48% |
| 2020 | +11.61% | +11.09% | +0.52% |
| 2019 | +8.30% | +7.85% | +0.45% |
| 2018 | +5.17% | +1.32% | +3.85% |
| 2017 | +14.67% | +14.67% | 0.00% |
| 2016 | +2.39% | +6.47% | -4.08% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -10.28% | +8.56% | +7.88% | +34.57% | 94.3% | - |
| 3-Year Rolling | +1.42% | +8.75% | +8.88% | +13.68% | 100.0% | - |
| 5-Year Rolling | +5.76% | +8.85% | +8.90% | +13.45% | 100.0% | - |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2020-02-12 | 2020-03-23 | -17.6% | 1 months | 7 months |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity and Equity related securities - (65%-80%) Of which i) Equities & equity related instruments (unhedged) - (20%-45%),ii) Equities, equity related instruments and derivatives including index futures, stock futures, index options, & stock options, etc. as part of hedged / arbitrage exposure - (20%-60%),Debt & Money Market Instruments - (20%-35%), Units issued by InvITs (0%-10%) | Per Scheme Mandate |
Investment Objective & Strategy
The investment objective of the scheme is 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. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 872 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as comfortable relative to Equity Savings schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Equity Savings Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| Kotak Equity Savings Fund | 6.3 | +9.02% | 2.12% | - | Rs 10,417 cr | Compare → |
| Baroda BNP Paribas Equity Savings Fund | 4.9 | +8.68% | 2.83% | - | Rs 278 cr | Compare → |
| Aditya Birla Sun Life Equity Savings Fund | 4.5 | +7.88% | 1.68% | - | Rs 1,155 cr | Compare → |
| Mahindra Manulife Equity Savings Fund | 2.8 | +8.21% | 2.82% | - | Rs 530 cr | Compare → |
| DSP Equity Savings Fund | 4.8 | +8.24% | 1.96% | - | Rs 3,068 cr | Compare → |
Frequently Asked Questions about Axis Equity Savings Fund
What is the expense ratio of Axis Equity Savings Fund?
Axis Equity Savings Fund has a total expense ratio (TER) of 2.68% with a base expense ratio of 1.94%, compared to the Equity Savings category median of 2.19%.
Who manages Axis Equity Savings Fund?
Axis Equity Savings Fund is managed by Mayank Hyanki (tenure: 2.5 years since 2024-05-13).
What are the historical returns of Axis Equity Savings Fund?
Axis Equity Savings Fund delivered a 3-year CAGR of 8.83% and a 5-year CAGR of 6.75%. Its 1-year return stands at +4.50%.
How large is Axis Equity Savings Fund?
Axis Equity Savings Fund manages assets of Rs 872 cr, placing it in the 'comfortable' size band relative to Equity Savings peers.
How is Axis Equity Savings Fund scored on MFIQ?
Axis Equity Savings Fund holds an MFIQ Score of 4.6/10 (Weak), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Axis Equity Savings Fund?
Axis Equity Savings Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 5.29% with a maximum historical drawdown of -17.65%.