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OmniAsset › Mutual funds › Axis Equity Savings Fund

Axis Equity Savings Fund

Equity Savings fund benchmarked to NIFTY Equity Savings Index. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202613.45
CategoryEquity Savings
PlanDirect · Idcw
Launched27 Jul 2015
Risk labelthe scheme's own riskometerModerately High
Legal benchmarkSEBI Tier-1NIFTY Equity Savings Index
Expense ratiodirect plan, a year1.56%
AUM₹1.49 Cr
Growth of ₹10,000₹9,8032 Sep 2021 to 2 Sep 2026
₹10,583₹10,151₹9,719₹9,287₹8,856Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹9,803 (-0.4% a year) Axis Equity Savings Fund

Performance (trailing, annualised)

1Y annualised-1.68%
3Y annualised1.61%
5Y annualised-0.40%
10Y annualised2.40%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,19,293-1.09%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,55,823-0.76%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹6,06,6570.43%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 20217.63%
Calendar 2022-7.09%
Calendar 20236.52%
Calendar 20244.25%
Calendar 2025-1.43%

Rolling returns

Rolling 1Y · average518 windows since 25 Aug 20163.26%
Rolling 1Y · median2.41%
Rolling 1Y · worst window-13.57%
Rolling 1Y · best window32.42%
Rolling 1Y · windows positive65%
Rolling 3Y · average415 windows since 23 Aug 20183.25%
Rolling 3Y · median3.10%
Rolling 3Y · worst window-3.62%
Rolling 3Y · best window9.01%
Rolling 3Y · windows positive96%
Rolling 5Y · average312 windows since 25 Aug 20203.67%
Rolling 5Y · median3.85%
Rolling 5Y · worst window-0.28%
Rolling 5Y · best window7.52%
Rolling 5Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)5.66%
Downside deviation (3Y)4.29%
Maximum drawdown-10.94%

Management

Fund managerMr. Mayank Hyanki, Mr. Devang Shah, Mr. Hardik Shah, Ms. Krishnaa N
Managing since2 Sep 2026

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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