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Axis Mutual Fund
Axis Mutual Fund · Hybrid: Equity Savings

Axis Equity Savings Fund - Regular Plan - Growth

The investment objective of the scheme is to provide capital appreciation and income distribution to the investors by using equity and equity related instruments, arbitrage opportunities, and investments in debt and money market instruments. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Mixed AssetBenchmark · NIFTY Equity Savings TRITER · 2.71%Inception · 01-08-2015
NAV
₹22.78
+0.31% · as of 13-10-2026
Since inception
7.64%
CAGR
Benchmark (inception)
8.90%
CAGR
Fund size
₹854 Cr
AUM
Expense ratio
2.71%
29-09-2026
Performance

Returns vs benchmark & category

Since inception: +7.64% CAGR vs benchmark +8.90%.

Portfolio

Where the money is invested

Top holdings

RELIANCE INDUSTRIES LIMITED EQ8.51%
ICICI BANK LIMITED EQ NEW FV RS. 2/-6.99%
HDFC BANK LIMITED EQ NEW FV RE. 1/-4.80%
7.18% Government of India4.71%
7.1% Government of India4.09%
TATA STEEL LIMITED EQ NEW FV RE.1/-2.98%
Axis Money Market Fund - Direct Plan - Growth Option2.96%
Kotak Mahindra Bank Limited2.93%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-2.51%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.52.23%

Sector allocation

Financial Services24.39%
Oil, Gas & Consumable Fuels8.78%
Healthcare7.21%
Automobile and Auto Components4.78%
Metals & Mining4.07%
Capital Goods3.70%
Telecommunication3.00%
Construction2.02%
Consumer Services2.01%
Fast Moving Consumer Goods1.95%
Riskometer
LowVery High
Moderately High

What if you'd SIP'd here?

@ 7.6% p.a.
₹10,000
10 years
Projected value
₹18,04,590
Invested: ₹12,00,000
Gained: ₹6,04,590
Start this SIP →

Illustration based on fund's since-inception return. Past performance is not indicative of future returns.

Risk Analysis

How this fund manages risk

Fund manager
M
Mayank Hyanki, Devang Shah, Hardik Shah, Krishnaa N
Manager since fund inception data not available
ISIN & identifiers
AMFI code
135122
ISIN (Growth)
INF846K01VO3
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers

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