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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 202611.72
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₹7.67 Cr
Growth of ₹10,000₹9,0082 Sep 2021 to 2 Sep 2026
₹10,154₹9,740₹9,327₹8,914₹8,501Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹9,008 (-2.1% a year) Axis Equity Savings Fund

Performance (trailing, annualised)

1Y annualised-3.94%
3Y annualised0.11%
5Y annualised-2.07%
10Y annualised1.03%

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 ₹1,18,662-2.05%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,47,221-2.33%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹5,83,747-1.08%

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

Calendar years

Calendar 20215.36%
Calendar 2022-8.98%
Calendar 20236.46%
Calendar 20242.05%
Calendar 2025-3.45%

Rolling returns

Rolling 1Y · average518 windows since 25 Aug 20161.98%
Rolling 1Y · median0.84%
Rolling 1Y · worst window-13.74%
Rolling 1Y · best window32.05%
Rolling 1Y · windows positive56%
Rolling 3Y · average415 windows since 23 Aug 20181.94%
Rolling 3Y · median1.74%
Rolling 3Y · worst window-4.85%
Rolling 3Y · best window7.75%
Rolling 3Y · windows positive86%
Rolling 5Y · average312 windows since 25 Aug 20202.34%
Rolling 5Y · median2.55%
Rolling 5Y · worst window-1.96%
Rolling 5Y · best window6.18%
Rolling 5Y · windows positive89%

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

Risk

Volatility (3Y)6.81%
Downside deviation (3Y)5.70%
Maximum drawdown-15.20%

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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