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Axis Equity Savings Fund(G)-Direct Plan

Axis Equity Savings Fund(G)-Direct Plan

HybridDirect GrowthMedium Risk

+8.65%

5Y annualised

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Buy, Hold or Sell?

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NAV : 24 Jul 2026

₹26.33

Min. SIP amount

₹100

Fund size (AUM)

875 Cr

Expense ratio

1.09%

Launched on

14 Aug 2015

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,35,718

Stock Allocation

Stock nameSectorAllocation
Net Receivables / (Payables)Cash & Cash Equivalents And Net Assets24.84%
Kotak Mahindra Bank LimitedBank24.81%
Reliance Industries LimitedCrude Oil6.70%

Fund Composition

875 Cr

Large Cap

55.10%

Mid Cap

8.25%

Small Cap

9.58%

Others

79.79%

Sector Allocation

875 Cr

Bank

29.99%

Cash & Cash Equivalents And Net Assets

27.60%

Corporate Debt

7.66%

Government Securities

7.28%

Finance

3.39%

Healthcare

2.74%

Automobile & Ancillaries

2.72%

Derivatives-Futures

2.17%

Others

13.39%

Minimum investments

Min. for SIP100
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

Nil upto 10% of investments and 1% for remaining investments on or before 1M, Nil after 1M

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

MH

Mayank Hyanki

Present

DS

Devang Shah

Present

HS

Hardik Shah

Present

KN

Krishnaa N

Present

Similar/Peer Fund Comparison

Fund name
H

HSBC Equity Savings Fund(G)-Direct Plan

+13.62%
W

WOC Equity Savings Fund(G)-Direct Plan

+0.00%
E

Edelweiss Equity Savings Fund(G)-Direct Plan

+11.23%
M

Mahindra Manulife Equity Savings Fund(G)-Direct Plan

+10.09%
A

Aditya Birla SL Equity Savings Fund(G)-Direct Plan

+8.24%
K

Kotak Equity Savings Fund(G)-Direct Plan

+10.51%
A

Axis Equity Savings Fund(G)-Direct Plan

+9.75%
B

Bandhan Equity Savings Fund(G)-Direct Plan

+7.56%

FAQs

Axis Equity Savings Fund(G)-Direct Plan is a part of Axis Asset Management Company Ltd., it was incepted on 14 Aug 2015. This fund is managed by Mayank Hyanki, Devang Shah, Hardik Shah and Krishnaa N. It is a Hybrid type of fund.

The current NAV of Axis Equity Savings Fund(G)-Direct Plan is ₹26.33 (as of 24 Jul 2026).

Axis Equity Savings Fund(G)-Direct Plan has delivered 4.98% in 1 year, 9.75% in 3 years, and 8.65% in 5 years (annualised).

The minimum SIP amount for Axis Equity Savings Fund(G)-Direct Plan is ₹100.

The expense ratio of Axis Equity Savings Fund(G)-Direct Plan is 1.09%.

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