HS
Hardik ShahLead
Since Feb 2023
AUM managed
₹40,793.23Cr
Tenure
Since Feb 2023
Funds
20
Axis Equity Savings Reg Gr
Equity SavingsAxis Mutual Fund
NAV
₹22.83
+0.26% today
AUM
₹885.96 Cr
Fund size
Expense
2.71%
Regular plan
Min SIP
₹1,000
per month
Min Lumpsum
₹500
one-time
Exit Load
1.0
on redemption
Fund snapshot
Category rank--
Risk-o-meterModerately High risk
BenchmarkNIFTY Equity Savings TR INR (100%)
Number of holdings138
Inception14 Aug 2015
Exit load1.0
Risk metrics
Alpha0
Beta0
Sharpe ratio0.06
Standard deviation6.13%
Sortino ratio0.08
Capital gains tax
Hybrid
STCG · short-term
20%Short-term gains taxed at 20%
Equity-oriented hybrid fund gains apply when units are sold within 12 months.
LTCG · long-term
12.5%Long-term gains taxed at 12.5%
Equity-oriented hybrid fund gains apply when units are sold after 12 months.
Hybrid fund taxation depends on equity orientation and holding period; this scheme is treated as equity-oriented.
Fund managers
DS
Since Apr 2024
AUM managed
₹1,26,974.34Cr
Tenure
Since Apr 2024
Funds
23
MH
Since Apr 2024
AUM managed
₹51,963.78Cr
Tenure
Since Apr 2024
Funds
5
KN
Since Dec 2024
AUM managed
₹1,64,778.67Cr
Tenure
Since Dec 2024
Funds
24
About Axis Equity Savings Reg Gr
Axis Equity Savings Reg Gr is an open-ended Equity Savings mutual fund scheme offered by Axis Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹22.83 per unit and the scheme manages ₹885.96 Cr in assets under management. The fund charges an expense ratio of 2.71% and is benchmarked against NIFTY Equity Savings TR INR (100%). Over the trailing 5 years, Axis Equity Savings Reg Gr has delivered +5.81% returns. SEBI's riskometer places this scheme in the Moderately High risk category, so read the scheme information document before investing.
Investment objective
The investment objective of the scheme is to provide capital appreciation and income distribution to the investors by using equity and equity related instruments, arbitrage opportunities, and investments in debt and money market instruments. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.
Regular Plan · Growth option · NAV as of 15 Oct 2026
Axis Equity Savings Reg Gr returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -0.61% | -1.16% |
| 3 months | -0.78% | -0.73% |
| 6 months | +1.97% | +1.66% |
| 1 year | +1.69% | +2.02% |
| 3 years | +7.48% | +7.39% |
| 5 years | +5.81% | +6.73% |
Rolling returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -- | -1.64% |
| 3 months | +4.11% | -0.14% |
| 6 months | +3.05% | +4.11% |
| 1 year | +5.82% | +2.50% |
| 3 years | +28.67% | +21.12% |
| 5 years | +43.60% | +35.40% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
Axis Equity Savings Reg Gr — frequently asked questions
What is the NAV of Axis Equity Savings Reg Gr?
The latest net asset value (NAV) of Axis Equity Savings Reg Gr is ₹22.83 per unit, +0.26% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What returns has Axis Equity Savings Reg Gr delivered?
Axis Equity Savings Reg Gr has returned +5.81% over the trailing 5 years (1 year: +1.69%, 3 years: +7.48%). Returns beyond one year are annualised. Past performance does not guarantee future returns.
What is the expense ratio of Axis Equity Savings Reg Gr?
Axis Equity Savings Reg Gr charges an expense ratio of 2.71% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is Axis Equity Savings Reg Gr?
SEBI's riskometer classifies Axis Equity Savings Reg Gr as Moderately High risk, which is typical for a Equity Savings scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in Axis Equity Savings Reg Gr?
You can start a SIP in Axis Equity Savings Reg Gr from ₹1,000 per month, and the minimum lumpsum investment is ₹500.
Who manages Axis Equity Savings Reg Gr?
Axis Equity Savings Reg Gr is managed by Axis Mutual Fund, holds ₹885.96 Cr in assets under management and invests across 138 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- Axis Mutual Fund
- Scheme category
- Hybrid
- Scheme sub-category
- Equity Savings
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF846K01VO3
- Scheme code
- FS0000C2BO