Axis Equity Savings Fund
Direct · Growth ₹26.38
06 Jul 2026
NAV
10.1%
3Y CAGR
10.3%
5Y CAGR
9.9%
10Y CAGR
10.0%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
15.25
Sharpe
-17.6%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.52 L | 10.2% | -25.4% | 37.3% |
| 3 Years | ₹36.00 L | ₹41.53 L | 10.2% | -3.9% | 18.0% |
| 5 Years | ₹60.00 L | ₹77.32 L | 10.5% | 6.0% | 14.3% |
| 7 Years | ₹84.00 L | ₹1.21 Cr | 10.4% | 8.1% | 12.8% |
| 10 Years | ₹1.20 Cr | ₹2.02 Cr | 10.0% | 9.1% | 10.6% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 10.2% | 9.3% |
| 3 Years | 10.2% | 9.7% |
| 5 Years | 10.5% | 9.8% |
| 7 Years | 10.4% | 9.7% |
| 10 Years | 10.0% | 9.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 10.1% | 9.4% | -9.5% | 36.4% | 0.52 | 1.47 | 96% | — | — |
| 3 Years | 10.1% | 10.3% | 2.6% | 15.1% | 1.92 | 10.03 | 100% | — | — |
| 5 Years | 10.3% | 10.3% | 7.0% | 14.8% | 2.70 | — | 100% | — | — |
| 10 Years | 9.9% | 9.8% | 9.4% | 10.5% | 15.25 | — | 100% | — | — |
-17.6%
Max Drawdown
1 mo
Drawdown Duration
7 mo
Recovery Time
-1.6%
Avg Drawdown
Calmar Ratio by Duration
0.57
1Y
0.58
3Y
0.59
5Y
0.57
7Y
0.56
10Y
92
Total Holdings
38.1%
Top 10 Weight
31
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Reliance Industries Limited | 9.02% |
| 2 | HDFC Bank Limited | 6.73% |
| 3 | ICICI Bank Limited | 6.08% |
| 4 | Tata Steel Limited | 3.34% |
| 5 | Kotak Mahindra Bank Limited | 2.91% |
| 6 | Bharti Airtel Limited | 2.51% |
| 7 | Larsen & Toubro Limited | 2.02% |
| 8 | Mahindra & Mahindra Limited | 1.99% |
| 9 | Eternal Limited | 1.93% |
| 10 | Hindustan Aeronautics Limited | 1.60% |