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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 202611.13
CategoryEquity Savings
PlanRegular · Idcw
Launched27 Jul 2015
Risk labelthe scheme's own riskometerModerately High
Legal benchmarkSEBI Tier-1NIFTY Equity Savings Index
Expense ratiodirect plan, a year2.69%
AUM₹15.2 Cr
Growth of ₹10,000₹8,7712 Sep 2021 to 2 Sep 2026
₹10,158₹9,748₹9,338₹8,928₹8,519Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹8,771 (-2.6% a year) Axis Equity Savings Fund

Performance (trailing, annualised)

1Y annualised-4.22%
3Y annualised-0.65%
5Y annualised-2.59%
10Y annualised0.62%

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 ₹1,17,714-3.50%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,42,563-3.20%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹5,71,691-1.90%

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

Calendar years

Calendar 20215.69%
Calendar 2022-9.00%
Calendar 20234.77%
Calendar 20241.77%
Calendar 2025-3.98%

Rolling returns

Rolling 1Y · average518 windows since 25 Aug 20161.53%
Rolling 1Y · median0.76%
Rolling 1Y · worst window-14.80%
Rolling 1Y · best window30.77%
Rolling 1Y · windows positive55%
Rolling 3Y · average415 windows since 23 Aug 20181.53%
Rolling 3Y · median1.41%
Rolling 3Y · worst window-4.88%
Rolling 3Y · best window7.41%
Rolling 3Y · windows positive77%
Rolling 5Y · average312 windows since 25 Aug 20201.94%
Rolling 5Y · median2.04%
Rolling 5Y · worst window-2.48%
Rolling 5Y · best window5.51%
Rolling 5Y · windows positive88%

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

Risk

Volatility (3Y)5.84%
Downside deviation (3Y)4.53%
Maximum drawdown-14.48%

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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