How are the returns of Axis Equity Savings Fund - Regular Plan - Growth fund?

Axis Equity Savings Fund - Regular Plan - Growth fund has delivered a CAGR of 1 year: 6.74%, 3 years: 8.59%, 5 years: 12.25%, and 9 years: 8.96%. However, its average rolling 1 year: 10.03%, 3 years: 8.74%, 5 years: 8.86%, and 9 years: 8.97%.

How much does Axis Equity Savings Fund - Regular Plan - Growth Fund charge as expense ratio?

Axis Equity Savings Fund - Regular Plan - Growth expense ratio is 2.26%

How can I redeem my investments in Axis Equity Savings Fund - Regular Plan - Growth Fund?

Give a request for redemption of the number of units or the amount you want. The request will be acknowledged and you will get information about the redemption and the NAV at which redeemed. The amount will be deposited in the designated bank account.

What is the PE and PB ratio of Axis Equity Savings Fund - Regular Plan - Growth Fund Direct Plan Growth?

Axis Equity Savings Fund - Regular Plan - Growth current PE is 33.13 and PB ratio is 5.00

What is the minimum SIP amount of Axis Equity Savings Fund - Regular Plan - Growth Fund?

The minimum SIP amount for this fund is Rs.100.00 and minimum lumpsum is Rs.500.00

Axis Equity Savings Fund - Regular Plan - Growth

Q: What is the AUM or size of Axis Equity Savings Fund - Regular Plan - Growth Fund?

The AUM of Axis Equity Savings Fund - Regular Plan - Growth is currently 940 Crores.

Q: What are the top stock holdings of Axis Equity Savings Fund - Regular Plan - Growth Fund?

The Top 3 stocks are HDFC Bank, Reliance Industries and Infosys and account for 23% of its portfolio. Top 5 and 10 stocks of fund account for 29% and 38% of fund’s portfolio respectively.

Q: What are the top sectors Axis Equity Savings Fund - Regular Plan - Growthfund has invested in?

Top three sectors of funds are Miscellaneous, Others and BFSI accounting for 78% of the total portfolio.

NAV 21.55(0.51%)

Apr 17, 2025

Axis Equity Savings Fund - Regular Plan - Growth

Portfolio Compare

Decision Maker
Portfolio Quality

AUM

₹940 Cr

Expense (%)

2.26

Turnover (%)

0.00

Decision Maker

1. Right Fund

Performance

Quality

2. Right Time

Benchmark

Debt Fund
8%

Likely Future 5 Year CAGR.

3. Right Allocation

Will this Fund help diversify your portfolio?

Right Allocation advice is provided under Omega

Fund Review

3Yr Rolling Returns(%)

Benchmark# : NIFTY 50

Rolling: 1Y 3Y 5Y 9Y

Performance Summary - 10 Year X-Ray

	Dec' 15	Dec' 16	Dec' 17	Dec' 18	Dec' 19	Dec' 20	Dec' 21	Dec' 22	Dec' 23	Dec' 24	YTD
NAV(₹)	10.05	10.29	11.80	12.41	13.44	15.00	16.99	16.96	19.43	21.58	21.55
AUM(Cr.)	986.53	835.99	577.91	758.93	812.11	702.44	1160.70	1046.51	972.90	994.42	940.08
Benchmark# BM# Returns(%)	-0.31	3.01	28.65	3.15	12.02	14.90	24.12	4.33	20.03	8.80	0.88
Fund Returns(%) ⓘ	1.62	2.39	14.67	5.17	8.30	11.61	13.27	-0.18	14.56	11.07	-0.14
Implied Investor Returns(%) IR(%)	10.99	0.08	14.84	4.23	8.34	6.13	16.87	-4.23	15.04	8.75	-10.65
Alpha(%) (Returns over Benchmark)	1.93	-0.62	-13.98	2.02	-3.72	-3.29	-10.85	-4.51	-5.47	2.27	-1.02
Expense Ratio(%)	1.95	2.30	2.42	2.68	2.32	2.39	2.16	2.22	2.27	2.25	2.26

CAGR ⓘ

	9 Year	5 Year	3 Year	1 Year
Benchmark# BM# Returns(%)	13.15	22.29	10.43	5.34
Fund Returns(%)	8.96	12.25	8.59	6.74
Implied Investor Returns(%) IR	8.31	10.18	8.95	6.47

Benchmark# is NIFTY 50

Axis Equity Savings Fund Review : 20 Apr 2025

Axis Equity Savings Fund is a Hybrid - Equity Savings with an 940(Cr) AUM. It is Open Ended scheme launched on 14 Aug 2015. Currently, Mayank Hyanki and Devang Shah as the fund managers managing the fund. Benchmark of the scheme is NIFTY 50 Equity Savings Index.

1. How has the Axis Equity Savings Fund Performed in the past? 9

On a 3-year rolling returns basis It has not outperformed the Benchmark consistently..
The fund has delivered a 3, 5 and 9 year average rolling returns of 8.74%, 8.86%, and 8.97% with a standard deviation of 1.88%, 1.15%, and 0.28% respectively.
It has demonstrated CAGR of 8.59%, 12.25%, and 8.96% over 3, 5 and 9 years.
The Average 3, 5 and 9 year rolling Alpha is -4.56%, -4.55%, and -4.28%.
For last 5 years, Investors have earned less returns than the Fund. This may indicate that Investors in the fund were not aligned to the investing process followed by the fund.

2. How is the Quality of Axis Equity Savings Fund? Q

Fund's Portfolio Quality is Very Good. It has a large proportion of Green Stocks.

Portfolio Composition

The fund is 66% in equity and hold 95 number of stocks. The Top 3 stocks are Infosys, Reliance Industries and HDFC Bank and account for 23% of its portfolio. Top 5 and 10 stocks of fund account for 29% and 38% of fund’s portfolio respectively. Top three sectors of funds are Miscellaneous, Others and BFSI accounting for 78% of the total portfolio.

3. Should you SIP in Axis Equity Savings Fund? 9 Q

You should look for a fund with better more consistent performance track record.
However, fund's returns unlikely to be different than its benchmark NIFTY 50, as the Fund’s portfolio is similar to its benchmark.
You need to look at the other funds in your portfolio and ensure this fund helps diversify your portfolio meaningfully.
Before investing a large lumpsum amount in a fund you need to assess its Upside Potential. You can contact us for advice.

4. What are the Risks in the Axis Equity Savings Fund?

Axis Equity Savings Fund is likely to fall lesser than the market. It is likely to do well in a falling market but not in a rising market.
The Fund has fallen harder, but not recovered faster than its Benchmark.

Underlying Asset Quality & Valuation

Underlying Asset Quality Valuation(%) ⓘ

Underlying Asset Valuation (%) ⓘ

Peer Comparison on returns

Upside and Downside Capture Ratio ⓘ

	1 Year	3 Year	5 Year	9 Year
Upside %	53	54	51	50
Downside %	74	64	67	36

Statistical Measure*

	Mean	Std Dev	Sharpe	Sortino	Beta	Alpha
Fund	0.03%	0.09	0.18	0.39	1.31	-1.02%
Benchmark#	0.03%	0.39	0.04	0.06	1.31	-

*Based on daily returns for past 1 year.

Mean and Standard Deviation

	Average Rolling Return				Standard Deviation
	1 Year	3 Year	5 Year	9 Year	1 Year	3 Year	5 Year	9 Year
Fund	10.03	8.74	8.86	8.97	7.19	1.88	1.15	0.28
Benchmark#	15.80	13.31	13.42	13.26	16.34	5.23	2.26	0.59

Drawdown and Recovery Period ⓘ

Top 10 Holdings

Company (Q)	Sector	% Assets
Net Receivables / (Payables)	Miscellaneous	33.62
HDFC Bank Limited	BFSI	10.44
Reliance Industries Limited	Oil & Gas	8.51
7.25% Government of India (12/06/2063)		5.53
7.34% Government of India (22/04/2064)		5.04
Clearing Corporation of India Ltd		4.19
Infosys Limited	IT	3.95
Bank Nifty Index April 2025 Future	Miscellaneous	3.85
ICICI Bank Limited	BFSI	2.96
8.75% Shriram Finance Limited (05/10/2026) **		2.66

Fund Overview Axis Equity Savings Fund - Regular Plan - Growth

Launch Date	14 Aug 2015
Benchmark	NIFTY 50 Equity Savings Index
Performance comparison Benchmark#	NIFTY 50
Riskometer	Moderately High
Turnover	-
Type	Open ended scheme
Return Since Launch	8.28%
Min. Investment	500.00
Min. Additional investment Min. Add. inv.	100.00
Min. SIP	100.00
Min. Cheques	6
Min. Withdrawal	1.00
Exit Load	0.00%
Remark	Nil upto 10% of investments and 1% for remaining investments on or before 1M, Nil after 1M

Portfolio Compare

FAQ : Axis Equity Savings Fund - Regular Plan - Growth

Axis Equity Savings Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

	1 Year	3 Year	5 Year	9 Year
CAGR(%)	6.74	8.59	12.25	8.96
Average Rolling Returns(%)	10.03	8.74	8.86	8.97

The Current NAV of Axis Equity Savings Fund - Regular Plan - Growth is ₹21.55.

You should look for a fund with better more consistent performance track record. However, funds returns unlikely to be different than its benchmark NIFTY 50, as the Funds portfolio is similar to its benchmark.

Axis Equity Savings Fund - Regular Plan - Growth fund’s expense ratio is 2.26%

The process for redemption is

Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
You will get information about the redemption and the NAV at which redeemed.
The amount will be deposited in the designated bank account.

The AUM of Axis Equity Savings Fund - Regular Plan - Growth is currently ₹940 Crores.

The Top three stocks are HDFC Bank, Reliance Industries and Infosys and account for 23% of its portfolio. Top 5 and 10 stocks of fund account for 29% and 38% of fund’s portfolio respectively.

Top three sectors of Axis Equity Savings Fund - Regular Plan - Growth fund are Miscellaneous, Others and BFSI accounting for 78% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Equity Savings it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Axis Equity Savings Fund - Regular Plan - Growth Fund is Hybrid - Equity Savings.

Mayank Hyanki and Devang Shah manage the Axis Equity Savings Fund - Regular Plan - Growth Fund.

Axis Equity Savings Fund - Regular Plan - Growth current PE ratio is 33.13 and PB ratio is 5.00

The asset allocation of Axis Equity Savings Fund - Regular Plan - Growth is Stocks : 24.48%, Debt : 144.76% and Gold : -69.22%

The minimum SIP amount for Axis Equity Savings Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹500.00

The exit load for Axis Equity Savings Fund - Regular Plan - Growth is Nil upto 10% of investments and 1% for remaining investments on or before 1 months, Nil after 1 months

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MoneyWorks4Me method for rating and ranking mutual funds for SIP

MoneyWorks4Me rating and ranking of funds for SIP is available to subscribers only. Moneyworks4Me is not a rating and ranking agency, however it is required that users have a way of selecting funds and building a Portfolio. The method used by it are described below to enable users to understand the logic behind the rating and ranking Subscriber will find more details on this in the various content made available from time to time. In case you need more please write to besafe@moneyworks4Me.com

MoneyWorks4Me rates and ranks mutual funds based on the following data-driven system:

Performance Consistency: This is measure based on whether the fund has beaten the benchmark index consistently. For this we compare the 3-year rolling returns of the fund with the benchmark for a minimum of 5 years and preferable 10 years. The period of rolling is one month and holding period is 3 years. Fund are color-coded Green on Performance when the fund beats the benchmark more than 90% of the time. It is Orange if it beats 80% to 90% of the time and Red if less than 80%. Funds with less than 5 year data are color-coded Grey.
Quality of Portfolio Holding: Moneyworks4Me has color-coded stocks as Green, Orange and Red based on whether the company's performance has generated a ROCE above a threshold level (cost of capital) over 10 years (minimum 6 years) and generated positive Free Cash Flow. For Banks it checks whether ROE is greater than 15% and sales has grown over previous year. Stocks that perform consistently on these combined metrics are color-coded Green (min score 14 out of 20), Orange (between 8 and 14) and Red (less than 8 out of 20).

Funds ranking in screeners: Performance Consistency and Quality are two parameters used for ranking funds for SIP. The ranking as follows GG, GO, GR, OG, OO, OR, RG, RO and RR.

With the same color-coded funds, the one with the higher Average 3-year rolling returns (over 5 to 10 years), the number that appears in the Performance tag, ranks higher.

Here is the summary:

The third tag Upside Potential is not relevant for SIP. It is relevant for lumpsum investments in Mutual Funds.

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*Color code for outperformance consistency

*Number is average 3 year rolling returns

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