Axis Equity Savings Fund
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4–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation6.0%
Sharpe Ratio-0.09
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Net Receivables / (Payables)Utilities34.72%
HDFC Bank LtdFinancial Services9.80%
Reliance Industries LtdEnergy & Infra9.79%
7.18% Govt Stock 2033Utilities4.40%
Bank Nifty Index July 2025 FutureUtilities3.93%
7.1% Govt Stock 2034Utilities3.84%
ICICI Bank LtdFinancial Services3.83%
Infosys LtdTechnology3.73%
Larsen & Toubro LtdCapital Goods2.75%
Shriram Finance LimitedUtilities2.65%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.27%
Regulatory & Tax Information
INF846K01VS4
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)