OmniAsset
Get app

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 202613.24
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₹0.27 Cr
Growth of ₹10,000₹9,3372 Sep 2021 to 2 Sep 2026
₹10,317₹9,841₹9,365₹8,889₹8,413Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹9,337 (-1.4% a year) Axis Equity Savings Fund

Performance (trailing, annualised)

1Y annualised-2.07%
3Y annualised0.28%
5Y annualised-1.36%

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 ₹1,18,721-1.96%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,51,336-1.57%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹5,90,380-0.64%

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

Calendar years

Calendar 20216.44%
Calendar 2022-7.10%
Calendar 20235.77%
Calendar 20241.06%
Calendar 2025-2.10%

Rolling returns

Rolling 1Y · average464 windows since 13 Sep 20173.27%
Rolling 1Y · median2.90%
Rolling 1Y · worst window-16.22%
Rolling 1Y · best window33.85%
Rolling 1Y · windows positive61%
Rolling 3Y · average360 windows since 18 Sep 20192.71%
Rolling 3Y · median1.63%
Rolling 3Y · worst window-3.44%
Rolling 3Y · best window10.97%
Rolling 3Y · windows positive89%
Rolling 5Y · average258 windows since 13 Sep 20212.67%
Rolling 5Y · median2.44%
Rolling 5Y · worst window-1.92%
Rolling 5Y · best window8.41%
Rolling 5Y · windows positive91%

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

Risk

Volatility (3Y)10.08%
Downside deviation (3Y)9.33%
Maximum drawdown-15.16%

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.

Research this fund and compare it — on your device.

Get OmniAsset on Google Play The mutual fund tracker