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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 202613.92
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₹0.42 Cr
Growth of ₹10,000₹9,8792 Sep 2021 to 2 Sep 2026
₹10,617₹10,164₹9,712₹9,260₹8,808Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹9,879 (-0.2% a year) Axis Equity Savings Fund

Performance (trailing, annualised)

1Y annualised-1.56%
3Y annualised1.76%
5Y annualised-0.24%
10Y annualised2.66%

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 ₹1,20,1580.24%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,59,042-0.17%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹6,13,0960.85%

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

Calendar years

Calendar 20217.35%
Calendar 2022-6.92%
Calendar 20236.73%
Calendar 20244.33%
Calendar 2025-1.19%

Rolling returns

Rolling 1Y · average518 windows since 25 Aug 20163.54%
Rolling 1Y · median2.62%
Rolling 1Y · worst window-12.53%
Rolling 1Y · best window33.74%
Rolling 1Y · windows positive66%
Rolling 3Y · average415 windows since 23 Aug 20183.50%
Rolling 3Y · median3.34%
Rolling 3Y · worst window-3.56%
Rolling 3Y · best window9.37%
Rolling 3Y · windows positive97%
Rolling 5Y · average312 windows since 25 Aug 20203.94%
Rolling 5Y · median4.14%
Rolling 5Y · worst window-0.11%
Rolling 5Y · best window7.85%
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)6.51%
Downside deviation (3Y)5.32%
Maximum drawdown-11.82%

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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