
Axis Equity Savings Fund(G)-Direct Plan
+8.65%
5Y annualised
+8.65%
5Y annualised
-0.04% 1D
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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
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
Stock Allocation
Fund Composition
Large Cap
55.10%
Mid Cap
8.25%
Small Cap
9.58%
Others
79.79%
Sector Allocation
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
Returns vs rankings
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
Mayank Hyanki
Present
Devang Shah
Present
Hardik Shah
Present
Krishnaa N
Present
Similar/Peer Fund Comparison
HSBC Equity Savings Fund(G)-Direct Plan
WOC Equity Savings Fund(G)-Direct Plan
Edelweiss Equity Savings Fund(G)-Direct Plan
Mahindra Manulife Equity Savings Fund(G)-Direct Plan
Aditya Birla SL Equity Savings Fund(G)-Direct Plan
Kotak Equity Savings Fund(G)-Direct Plan
Axis Equity Savings Fund(G)-Direct Plan
Bandhan Equity Savings Fund(G)-Direct Plan
FAQs
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