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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹500
AUM (Fund size)
₹850 Cr
Lock In Period
N/A
Expense Ratio
2.3
Benchmark
NIFTY Equity Savings Index
Exit Load
If redeemed/switch out within 1 month from the date of allotment- For 10% of investment : Nil- For remaining investment : 1%If redeemed/switch out after 1 month from the date of allotment: Nil.
Summary
Latest details for Axis Equity Savings Fund Growth include a ₹22.28 NAV as of Apr 24,2026 and returns since inception of 32.94%. Minimum investments start at SIP ₹100. The Axis Equity Savings Fund Growth AUM is ₹850 Cr, with a lock-in of N/A years, expense ratio of 2.3%, and benchmark NIFTY Equity Savings Index. Exit load is - If redeemed/switch out within 1 month from the date of allotment- For 10% of investment : Nil- For remaining investment : 1%If redeemed/switch out after 1 month from the date of allotment: Nil.. In the growth review for 1M Month/Year, the fund recorded 2.75% returns, against a category average of 1.89% and a category best of 126.02%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 2.75 | 1.89 | 126.02 |
| 6M | -0.80 | 1.15 | 126.02 |
| 1Y | 2.94 | 4.50 | 126.02 |
| 3Y | 9.96 | 14.56 | 126.02 |
Portfolio Analysis
- Equity: 66.63%
- Debt: 33.37%
- Others
As on: 2026-03-31
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About Fund
Axis Equity Savings Fund Growth managed by Axis Mutual Fund,is a Equity Savingsscheme with Assets Under Management of ₹850 Crore. The fund benchmarks its performance against the NIFTY Equity Savings Index while maintaining an expense ratio of 2.3. Under the expert guidance of Hardik Shah ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Hardik Shah
Mr. Hardik Shah has done B.E. Information Technology and MBA Finance. Prior to joining Axis Mutual Fund, he has worked with Nippon India Mutual Fund, Quantum Asset Management Company and ICAP India (P) Ltd.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundLIC MF Equity Savings Fund Growth | 0 | 32.22 CR | 2.35 |
| This FundTata Equity Savings Fund - Growth | 2 | 284.62 CR | 1.15 |
| This FundAxis Equity Savings Fund Growth | 1 | 849.73 CR | 2.3 |
| This FundNippon India Equity Savings Fund - Segregated Portfolio 1 Growth | 0 | 775.75 CR |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundLIC MF Equity Savings Fund Growth | 3.5304 | 32.4591 |
| This FundTata Equity Savings Fund - Growth | 6.8817 | 32.5526 |
| This FundAxis Equity Savings Fund Growth | 2.9412 | 32.9377 |
| This FundNippon India Equity Savings Fund - Segregated Portfolio 1 Growth | 125.9965 | 125.9965 |
FAQs
Axis Equity Savings Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Axis Equity Savings Fund Growth is 2.3. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Axis Equity Savings Fund Growth’s fund performance is as follows:
- 1 Month : 2.75%
- 6 Months : -0.80%
- 1 Year : 2.94%
- 3 Years : 9.96%
You can invest in Axis Equity Savings Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Axis Equity Savings Fund Growth is ₹850 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Axis Equity Savings Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500