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HYBRID•EQUITY SAVINGS

Axis Equity Savings Fund

3 Year return

11.11%
NAV on December 12, 2025
25.74
1D Returns
+0.04%
Launched on July 2015(10 years)

Investment Details

₹100
Minimum SIP Amount
₹500
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
19.14%₹689
Total Value ₹4,289

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹931.13 Cr.
Expense Ratio
1.08% (inclusive of GST)
Exit Load
If redeemed/swich out within 1 months from the date of allotment: - For 10% of investment : Nil - For remaining investment : 1%1.00% - If redeemed/switched out on or within 1 months from the date of allotmentNIL - If redeemed/switch out after 1 months from the date of allotment.

Ratings

ARQ Rating
2

Ratings by other agencies

Value Research
3
Crisil
0
Morning Star
5

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

Axis Mutual Fund Manager

DS

Devang Shah

Fund Manager since Jun 2016

HS

Hardik Shah

Fund Manager since Jul 2023

KN

Krishnaa N

Fund Manager since Mar 2024

MH

Mayank Hyanki

Fund Manager since Aug 2023

Fund House Details

Axis Mutual Fund

Axis Mutual Fund

Asset management company

AUM
₹3,54,362.32 Cr.
No. of Schemes
274
Setup Date
January 2009

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Sundaram Equity Savings Fund12.7196%
5
HSBC Equity Savings Fund14.2247%
3
Mahindra Manulife Equity Savings Fund11.347%
4.5

Schemes by Axis Mutual Fund

List of mutual fund schemes by AMC

Funds
3 Years Returns
Axis Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Axis Aggressive Hybrid Fund Direct Plan Growth
11.942%
Axis Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Payout
11.9368%
Axis Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Reinvestment
11.9368%
Axis Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Payout
11.2987%
Axis Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Reinvestment
11.2987%

About Axis Equity Saver Fund - Direct Plan (Growth)

Axis Equity Saver Fund, offered by Axis Mutual Fund, falls under the hybrid fund category. It aims to provide investors with capital appreciation over the long term while also generating regular income through investments in equities and debt instruments.

Investment Objectives of the Scheme

The primary objective of Axis Equity Saver Fund is to offer investors a balanced investment avenue by allocating funds in both equities and debt instruments. This strategy seeks to provide a potential for capital appreciation through equities and stable returns through debt securities. The fund aims to strike a balance between risk and return, making it suitable for investors seeking moderate growth with lower volatility.

Key Features of The Fund

5-year return
10.359%
Expense Ratio
1.08%
Fund Manager
Devang Shah
Fund Size
₹931.13 Cr.
Risk Profile
Moderately High

Is This Scheme Right for Me?

Axis Equity Saver Fund is suitable for investors who have a medium to long-term investment horizon and are willing to assume a moderate level of risk. If you are looking for a diversified investment approach that combines the growth potential of equities with the stability of debt instruments, this fund could be a suitable option. It is also well-suited for investors who are new to mutual funds and wish to start with a balanced portfolio. Please note that investment decisions should align with your financial goals, risk tolerance, and investment horizon. It's advisable to consult a financial advisor before making any investment choices.

AMC Contact Details

NameAxis Mutual Fund
Launch DateJanuary 2009
AddressAxis House, First Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai - 400025
Contact8108622211
Emailcustomerservice@axismf.com
Websitehttps://www.axismf.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Axis Equity Savings Fund on December 12, 2025, is ₹25.74
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Axis Equity Savings Fund, is ₹931.13 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of Axis Equity Savings Fund is 1.08%
The Axis Equity Savings Fund was launched on July 27, 2015. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Axis Equity Savings Fund is ₹undefined.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,289 in 3Y at 11.1076% returns
SIP Date1st of every month

Your next SIP Payment will be on 13 January 2026

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