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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 202612.3
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₹2.60 Cr
Growth of ₹10,000₹8,8362 Sep 2021 to 2 Sep 2026
₹10,266₹9,747₹9,228₹8,709₹8,190Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹8,836 (-2.4% a year) Axis Equity Savings Fund

Performance (trailing, annualised)

1Y annualised-3.30%
3Y annualised-0.48%
5Y annualised-2.44%
10Y annualised1.82%

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 ₹1,17,946-3.15%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,45,349-2.68%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹5,75,189-1.66%

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

Calendar years

Calendar 20215.64%
Calendar 2022-8.55%
Calendar 20234.05%
Calendar 20241.35%
Calendar 2025-3.32%

Rolling returns

Rolling 1Y · average474 windows since 5 Jul 20172.38%
Rolling 1Y · median2.30%
Rolling 1Y · worst window-17.10%
Rolling 1Y · best window32.08%
Rolling 1Y · windows positive58%
Rolling 3Y · average370 windows since 9 Jul 20191.82%
Rolling 3Y · median0.73%
Rolling 3Y · worst window-4.35%
Rolling 3Y · best window9.88%
Rolling 3Y · windows positive69%
Rolling 5Y · average267 windows since 9 Jul 20211.76%
Rolling 5Y · median1.46%
Rolling 5Y · worst window-2.89%
Rolling 5Y · best window7.36%
Rolling 5Y · windows positive82%

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)9.36%
Maximum drawdown-16.73%

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 3 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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