Axis Equity Savings Fund Direct Growth

Scheme code: INF846K01VJ3 NAV value: ₹ 24.1400 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Hybrid Asset category: Equity Savings

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year4.7922.9315.2013.21
3 year7.2615.7410.649.93
5 year6.8615.0510.169.1
7 year8.6811.279.948.72

Rolling return for 1 year

- Average return: 15.2% - Median return: 16.6% - Average standard deviation: 1.87

Rolling return for 3 year

- Average return: 10.64% - Median return: 10.46% - Average standard deviation: 0.78

Rolling return for 5 year

- Average return: 10.16% - Median return: 10.18% - Average standard deviation: 0.42

Rolling return for 7 year

- Average return: 9.94% - Median return: 9.88% - Average standard deviation: 0.25

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)
1 year12,00,00012,67,73967,7395.65
3 year36,00,00041,94,3865,94,3865.23
5 year60,00,00078,06,60218,06,6025.41
7 year84,00,0001,20,80,01636,80,0165.33

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,67,739 - Absolute Returns: ₹67,739 - CAGR: 5.65%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹41,94,386 - Absolute Returns: ₹5,94,386 - CAGR: 5.23%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹78,06,602 - Absolute Returns: ₹18,06,602 - CAGR: 5.41%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,20,80,016 - Absolute Returns: ₹36,80,016 - CAGR: 5.33%