Axis Mutual Fund · Hybrid · Equity Savings · Regular plan
Axis Equity Savings Fund - Regular Plan - Growth
₹23.07NAV on 2 Nov 2026Expense ratio 2.69%
3 Nov 2025NAV low 21.72 · high 23.4+2.1%
In plain words
Over 3 years it returned +8.2% a year, against +8.0% for its benchmark index.
Its worst fall from a peak in the last 3 years was -5.6%.
On 3-year return it ranks 5 of 20 funds in Equity Savings.
A monthly SIP over 10 years ended ₹1,36,677 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | +1.4% | +4.6% |
| 3 months | -0.7% | -3.8% |
| 6 months | +3.1% | -1.6% |
| 1 year | +2.4% | -8.1% |
| 3 years (yearly) | +8.2% | +8.0% |
| 5 years (yearly) | +6.2% | +6.5% |
| 10 years (yearly) | +8.1% | +11.7% |
| Since start (yearly) | +7.7% | +11.3% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,22,170 | +3.3% |
| 3 years | ₹3,60,000 | ₹3,87,160 | +4.8% |
| 5 years | ₹6,00,000 | ₹7,13,110 | +6.8% |
| 10 years | ₹12,00,000 | ₹18,06,565 | +7.9% |
Other plan of this fund: Axis Equity Savings Fund - Direct Plan - Growth