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InvestVerdict

Axis Equity Savings Fund

Direct Plan · Monthly IDCW Option · Equity Savings · Scheme code 135121

NAV₹13.4700as on 27 Aug 2026
Fund houseAxis Mutual Fund
CategoryEquity Savings
Plan & optionDirect · Monthly IDCW Option
History11.0 years

Returns (%)

 1M3M6M1Y3Y5Y7Y10YLaunch
This scheme 0.152.43-0.37 -1.241.90-0.04 2.962.502.73
Nifty 100
benchmark		 0.253.49-1.52 1.8410.529.38 ——12.79
Equity Savings
category median		 ——— 5.699.888.69 —8.95—

Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.

Risk

 VolatilitySharpeSortinoBetaAlphaMax fallR²
This scheme 7.1% -0.65 -0.86 0.42 -6.89% -18.8% 90.91
Nifty 100
benchmark		 17.1%0.23 0.32—— -37.0%—

Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 82 months this scheme and its benchmark share.

Growth of ₹100 since launch

90109128148201620182020202220242026InvestVerdict

Drawdown from peak (%)

0%-7%-14%-21%201620182020202220242026

Every one-year period it has lived through

WindowsWorstMedianBestPeriods that lost money
496 -10.9% 2.4% 35.0% 34%

Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.

InvestVerdict

Axis Equity Savings Fund

Direct Plan · Monthly IDCW Option

Allocation

By asset

Equity71.55%
Debt21.53%
Cash & Equivalents3.93%
Mutual Fund Units2.97%

By market cap

Concentration

Number of stocks114
Top 5 stocks30.59%
Top 10 stocks44.34%
Top 20 stocks58.94%
Largest holding9.02%
Largest sectorBanks 21.72%
Effective stocks34.8
Cash3.93%
InvestVerdict

Axis Equity Savings Fund

Direct Plan · Monthly IDCW Option · holdings

Top 18 holdings

#CompanySector% of fund
1— Unclassified36.75%
2— Petroleum Products9.02%
3— Banks6.73%
4— Banks6.08%
5— Sovereign4.68%
6— Sovereign4.08%
7— Ferrous Metals3.34%
8— Unclassified2.97%
9— Banks2.91%
10— Telecom - Services2.51%
11— Unclassified2.32%
12— Unclassified2.09%
13— Construction2.02%
14— Automobiles1.99%
15— Retailing1.93%
16— CRISIL AA+1.73%
17— Aerospace & Defense1.60%
18— Insurance1.41%

Sector split

Banks — 21.7%Sovereign — 10.8%Petroleum Products — 9.1%CRISIL AA+ — 4.6%Ferrous Metals — 4.4%Cash & Equivalents — 3.9%Pharmaceuticals & Biotechnology — 3.8%Telecom - Services — 3.2%Other — 38.6%Banks21.7%Sovereign10.8%Petroleum Products9.1%CRISIL AA+4.6%Ferrous Metals4.4%Cash & Equivalents3.9%Pharmaceuticals & Biotech…3.8%Telecom - Services3.2%Other38.6%
Banks21.72%
Sovereign10.75%
Petroleum Products9.05%
CRISIL AA+4.63%
Ferrous Metals4.39%
Cash & Equivalents3.93%
Pharmaceuticals & Biotechnology3.76%
Telecom - Services3.15%
Unclassified2.97%
Healthcare Services2.87%

A ₹10,000 monthly SIP over five years

InvestedValueGainXIRR
₹600,000 ₹610,441 ₹10,441 0.68%

XIRR, not CAGR — a SIP's money arrives over sixty months, so each instalment has been invested for a different length of time.

Not investment advice. InvestVerdict is not a SEBI-registered Investment Adviser or Research Analyst. Every figure is computed from AMFI's published NAV history and the portfolio the AMC filed with AMFI; none of it is a recommendation to buy, hold or sell. Past returns do not predict future ones. Generated 29 Aug 2026.