Axis Equity Savings Gr

All Cap

Hybrid

India Debt Medium Duration

Long Term

Others

Emotionally driven

Investor Profile

4–7 yearsInvestment Horizon

HNI, UHNI, Retail Investor, Mass AffluentTarget Segments

SEBI registered equity mutual fund suitable for all investor categoriesRegulatory Fit

Axis Equity Savings Fund Growth mixes stocks and bonds for balanced growth and stability.

What This Strategy Does

Axis Equity Savings Reg Gr is an equity savings fund which captures India's ₹50 trillion consumption and financialization opportunity through a balanced allocation across financials, consumer cyclicals, and industrials, deploying capital to achieve benchmark-aligned compounding.

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Fund Performance

0.0% AnnuallyAlpha

+7.9% vs +9.5% benchmarkSince Inception

+7.7% vs +5.6% benchmark3Y Annualized

+5.8% vs +4.6% benchmark5Y Annualized

Axis Equity Savings Gr

Benchmark Index

Benchmark Performance Comparison

Axis Equity Saver Fund

NIFTY 50 + FD Returns

Given the product’s limited performance history, the assessment considers the fund house’s track record and the historical performance of comparable strategies managed by the same fund house, which follow similar investment approaches. Such comparisons provide historical context only and do not represent the performance of the new product or indicate its future returns.

Risk Profile

Standard Deviation6.6%

Maximum Drawdown-5.1% | Oct 2024

Sharpe Ratio-0.33

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Core Investment Theme

Provides downside protection through dynamic equity and debt allocation. This approach aims to participate in equity upside while limiting drawdowns by tactically shifting between asset classes based on market conditions. The equity component captures India's secular growth, while debt acts as a stabilizer during volatility.

Portfolio Holdings Overview

SectoralAllocation

Energy & Infra14.52%

Financial Services36.26%

Services15.07%

Capital Goods17.88%

Technology2.85%

Consumers12.4%

Utilities1.03%

Geographic Allocation

Domestic100%

Top Stock Holdings

CompanySectorAllocation

Net Receivables / (Payables)Utilities32.48%

ICICI Bank LtdFinancial Services7.30%

Reliance Industries LtdEnergy & Infra6.65%

HDFC Bank LtdFinancial Services5.05%

7.18% Govt Stock 2033Utilities4.61%

Clearing Corporation Of India LtdUtilities3.39%

Kotak Mahindra Bank LtdFinancial Services3.10%

Axis Money Market Dir GrUtilities2.96%

Tata Steel LtdCapital Goods2.89%

7.1% Govt Stock 2034Utilities2.86%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Devang Shah

Lead Portfolio Manager

Mr. Devang Shah has experience of 23 years. Manages 261 funds at Axis Asset Management Company Limited with an AUM of approximately ₹16,437 Cr Holds a B.Com degree.

Hardik Shah

Co-Portfolio Manager

Mr. Hardik Shah has experience of 18 years. Manages 180 funds at Axis Asset Management Company Limited with an AUM of approximately ₹7,209 Cr Holds a B.E. degree.

Krishnaa N

Co-Portfolio Manager

Krishnaa N has experience of 3 years. Manages 152 funds at Axis Asset Management Company Limited with an AUM of approximately ₹1,28,440 Cr

Mayank Hyanki

Co-Portfolio Manager

Mayank Hyanki has experience of 3 years. Manages 32 funds at Axis Asset Management Company Limited with an AUM of approximately ₹29,599 Cr

CW Expert Take

Axis operates with entrepreneurial agility despite institutional backing. Their investment philosophy emphasizes quality compounding in equities and prudent credit selection in debt. The fund house has built focused expertise rather than chasing asset gathering, resulting in concentrated portfolios with high-conviction ideas.

46 years

Combined Team Experience

₹ 1,81,685 Cr

Assets Under Management

Firm Overview

AMCAxis Asset Management Company Limited

Total AUM₹3,61,984.16 Cr

Investment Professionals49+

Global Offices250 Cities

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

Costs and Fees

Total Expense Ratio (TER)2.67%

Exit Load1

Regulatory & Tax Information

INF846K01VO3

ISIN

DailyDealing Frequency

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)