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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 202623.23
CategoryEquity Savings
PlanRegular · Growth
Launched27 Jul 2015
Risk labelthe scheme's own riskometerModerately High
Legal benchmarkSEBI Tier-1NIFTY Equity Savings Index
Expense ratiodirect plan, a year2.69%
AUM₹712 Cr
Growth of ₹10,000₹13,7952 Sep 2021 to 2 Sep 2026
₹13,895₹12,756₹11,618₹10,479₹9,341Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹13,795 (+6.6% a year) Axis Equity Savings Fund

Performance (trailing, annualised)

1Y annualised5.16%
3Y annualised8.58%
5Y annualised6.65%
10Y annualised8.18%

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 ₹1,23,7265.78%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,94,9616.11%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,24,9297.50%

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

Calendar years

Calendar 202113.27%
Calendar 2022-0.18%
Calendar 202314.56%
Calendar 202411.07%
Calendar 20255.38%

Rolling returns

Rolling 1Y · average518 windows since 25 Aug 20168.66%
Rolling 1Y · median7.99%
Rolling 1Y · worst window-9.20%
Rolling 1Y · best window32.08%
Rolling 1Y · windows positive95%
Rolling 3Y · average415 windows since 23 Aug 20188.75%
Rolling 3Y · median8.89%
Rolling 3Y · worst window2.00%
Rolling 3Y · best window13.17%
Rolling 3Y · windows positive100%
Rolling 5Y · average312 windows since 25 Aug 20208.93%
Rolling 5Y · median8.94%
Rolling 5Y · worst window6.10%
Rolling 5Y · best window13.27%
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)5.22%
Downside deviation (3Y)3.68%
Maximum drawdown-5.64%

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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