Axis Equity Savings Fund - Growth

Regular

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.
Direct

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.

Category : Equity Savings

Scheme 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.

Scheme Details

Fund manager(s) – Hardik Shah , Mayank Hyanki , Devang Shah , Krishnaa N
Launch date – 14-Aug-2015
Expense ratio – 2.28% as declared on 30-Sep-2025 (category average is 1.71%)
Benchmark - Nifty Equity Savings Index

Min SIP amount - ₹100
Min investment amount (one time- first time) - ₹500
Min investment amount (addtional purchase) - ₹100
Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Axis Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges.

Asset Monitor

Total AUM for this Scheme (Cr)

Category Total AUM (Cr)

% of Assets in Category

2025

936.06

0.00

0.00%

Sep - 2025	936.06	0.00%
Aug - 2025	938.80	0.00%
Jul - 2025	945.30	0.00%
Jun - 2025	952.38	0.00%
May - 2025	946.03	0.00%
Apr - 2025	941.62	0.00%
Mar - 2025	940.08	0.00%
Feb - 2025	929.60	0.00%
Jan - 2025	967.80	0.00%

2024

994.42

0.00

0.00%

Dec - 2024	994.42	0.00	0.00%
Nov - 2024	1014.59	0.00	0.00%
Oct - 2024	1020.35	0.00	0.00%
Sep - 2024	1008.21	0.00	0.00%
Aug - 2024	1012.50	0.00	0.00%
Jul - 2024	982.84	0.00	0.00%
Jun - 2024	938.20	0.00	0.00%
May - 2024	900.23	32994.13	2.73%
Apr - 2024	907.89	31941.97	2.84%
Mar - 2024	902.05	30303.84	2.98%
Feb - 2024	899.48	29167.27	3.08%
Jan - 2024	916.71	27521.64	3.33%

2023

972.90

26174.33

3.72%

Dec - 2023	972.90	26174.33	3.72%
Nov - 2023	930.94	24490.06	3.80%
Oct - 2023	893.02	22875.61	3.90%
Sep - 2023	882.25	22356.15	3.95%
Aug - 2023	888.02	20867.15	4.26%
Jul - 2023	908.93	19294.04	4.71%
Jun - 2023	912.63	18227.29	5.01%
May - 2023	926.56	17494.73	5.30%
Apr - 2023	939.82	16807.29	5.59%
Mar - 2023	944.00	16666.28	5.66%
Feb - 2023	978.65	17130.96	5.71%
Jan - 2023	1009.54	17376.91	5.81%

2022

1046.51

17507.11

5.98%

Dec - 2022	1046.51	17507.11	5.98%
Nov - 2022	1113.85	17718.57	6.29%
Oct - 2022	1146.72	17817.51	6.44%
Sep - 2022	1151.16	17688.04	6.51%
Aug - 2022	1216.40	17993.22	6.76%
Jul - 2022	1211.33	17702.76	6.84%
Jun - 2022	1185.67	17449.08	6.80%
May - 2022	1229.39	17560.50	7.00%
Apr - 2022	1238.16	17539.03	7.06%
Mar - 2022	1229.65	17121.86	7.18%
Feb - 2022	1209.87	17104.43	7.07%
Jan - 2022	1197.64	16965.91	7.06%

2021

1160.70

16849.37

6.89%

Dec - 2021	1160.70	16849.37	6.89%
Nov - 2021	1117.72	16516.44	6.77%
Oct - 2021	1053.34	15610.43	6.75%
Sep - 2021	981.02	14538.63	6.75%
Aug - 2021	901.35	13523.62	6.67%
Jul - 2021	827.10	12351.25	6.70%
Jun - 2021	785.30	11562.91	6.79%
May - 2021	760.56	10636.18	7.15%
Apr - 2021	728.54	9983.14	7.30%
Mar - 2021	724.75	9959.67	7.28%
Feb - 2021	711.22	9970.81	7.13%
Jan - 2021	690.03	9789.07	7.05%

2020

702.44

10046.54

6.99%

Dec - 2020	702.44	10046.54	6.99%
Nov - 2020	702.71	10130.46	6.94%
Oct - 2020	682.49	10052.02	6.79%
Sep - 2020	676.07	10266.71	6.59%
Aug - 2020	689.34	10661.41	6.47%
Jul - 2020	700.88	10850.11	6.46%
Jun - 2020	688.17	10947.10	6.29%
May - 2020	678.58	10977.07	6.18%
Apr - 2020	700.38	11489.89	6.10%
Mar - 2020	679.59	11285.92	6.02%
Feb - 2020	792.93	13470.88	5.89%
Jan - 2020	820.40	14311.00	5.73%

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.

Contact Details

Axis Asset Management Co. Ltd.

One Lodha Place, 22 & 23 Floor, Senapati Bapat Marg, Lower Parel, Mumbai, Maharashtra, Pin: 400 013 Mumbai 400025
Tel no.: 022-66496100
Fax no.: 022-43255199
Website.: https://www.axismf.com

Forum

NITINPIMPALE
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16 days ago

purchase unit will adjust difference in NAV 10.263 View more

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  purchase unit will adjust difference in NAV 10.263
  
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krishna_ksvs
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28 days ago

View more

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The Fixed Income
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2 days ago

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  Build Steady Wealth with a Trusted PSU Bond! 9.35% TELANGANA STATE INDUSTRIAL INFRASTRUCTURE CORPORATION LIMITED 2033 ✔️ Coupon: 9.35% ✔️ Rating: India Ratings AA(CE) Stable, Acuite (SMERA) AA(CE) Stable ✔️ Tenor: 8y 2m (Maturity: 30/Dec/2033) Enjoy the dual benefits of strong credit quality and high fixed returns. Senior Secured | PSU Bond | High Return Bond | Listed ???? Explore on The Fixed Income: https://www.thefixedincome.com/product/dVJldVl3PT0=/935-telangana-state-industrial-infrastructure-corporation-limited-2033?utm_source=Moneycontrol&utm_medium=Forum&utm_campaign=Product_list
  
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shravanashok
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79 days ago

need your suggestion for sbi psu fund direct growth stay or switch View more

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  need your suggestion for sbi psu fund direct growth stay or switch
  
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ravisistla
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92 days ago

Dividend last declared by SBI Long Term Equity Fund - regular Plan -IDCW was in the year 2022. Is there any specific reason given by fund managers for non declaration of dividend. Please let me know. View more

Posted by : ravisistla
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  Dividend last declared by SBI Long Term Equity Fund - regular Plan -IDCW was in the year 2022. Is there any specific reason given by fund managers for non declaration of dividend. Please let me know.
  
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sunny85deol
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129 days ago

Hello sir, I have been invested in these funds since 2017. Last SIP was in 2021. As their NAV have grown so I was thinking of switching to other funds with lower NAV. View more

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  Hello sir, I have been invested in these funds since 2017. Last SIP was in 2021. As their NAV have grown so I was thinking of switching to other funds with lower NAV.
  
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