Axis Equity Savings Fund (Direct)
Axis Mutual Fund · benchmark: 35% Nifty 50 TRI + 65% liquid funds · 11.2 years old · AMFI code 135120
Tax: Taxed as an equity fund: gains on units held over a year at 12.5% beyond ₹1.25 lakh a year; within a year, 20%.
B (middle of the peer group), score 49.6 out of 100. Describes the past, not a forecast.
Returns against the index
| Period | Fund | Index (TRI) | Difference | Rank in category |
|---|---|---|---|---|
| 6 months | 5.4% | 3.7% | +1.7% | 4 / 22 |
| 1 year | 5.9% | 4.1% | +1.9% | 11 / 22 |
| 3 years (a year) | 10.1% | 8.2% | +1.9% | 9 / 19 |
| 5 years (a year) | 7.9% | 7.1% | +0.8% | 12 / 16 |
Growth option, point to point to 6 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.
Risk
Portfolio
Holdings for this scheme are not available yet; its rating uses the track record only.
Common questions
What is the NAV of Axis Equity Savings Fund (Direct plan)?
₹27.16 on 6 Nov 2026 (Growth option).
What is the expense ratio of Axis Equity Savings Fund (Direct)?
1.54% a year; the Regular plan's is 2.68%.
What return has Axis Equity Savings Fund given over 3 years?
10.1% a year (Direct plan) over the 3 years to 6 Nov 2026, against 8.2% for its composite benchmark (35% Nifty 50 TRI + 65% liquid funds).
How is Axis Equity Savings Fund taxed?
Taxed as an equity fund: gains on units held over a year at 12.5% beyond ₹1.25 lakh a year; within a year, 20%.
How is Axis Equity Savings Fund rated?
B: 11 of 19 Direct plans in Equity Savings, on its track record. This describes the past and is not a recommendation.
Data as of 8 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Axis Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.