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Fund Overview of Axis Equity Savings Fund Regular-idcw
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₹862.9 CrAUM
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₹12.04NAV
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2.28%Expense Ratio
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HybridFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Axis Equity Savings Fund Regular-idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 2.94% | NA | 2.16% |
| 6 Months | 0.40% | NA | 6.52% |
| 1 Year | 3.55% | 3.55% | 5.99% |
| 2 Years | 10.02% | 4.89% | 11.48% |
| 3 Years | 29.29% | 8.94% | 11.07% |
| 5 Years | 44.63% | 7.66% | 11.50% |
| 7 Years | 75.93% | 8.40% | NA |
| 10 Years | 123.06% | 8.35% | 9.04% |
Dividends are declared by the fund house based on the income generated from the underlying assets. While many mutual funds distribute dividends annually, the payout frequency ultimately depends on the fund house’s decision
Compare Axis Equity Savings Fund Regular-idcw with other mutual funds in the same category
Axis Equity Savings Fund Regular-idcw
HSBC Equity Savings Fund Direct-growth
HSBC Equity Savings Fund Direct-idcw Monthly
Asset Allocation
equities
36.25%debt instruments
26.60%other assets or cash equivalents
36.76%Axis Equity Savings Fund Regular-idcw is one Hybrid mutual fund offered by Axis Mutual Fund. the fund aims Capital appreciation while generating income over medium to long term. 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. It manages assets worth ₹862.9 crore as on Sun May 31, 2026. The expense ratio stands at 2.28%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Axis Equity Savings Fund Regular-idcw
The portfolio allocation consists of 36.25% in equities, 26.60% in debt instruments, 36.76% in other assets or cash equivalents.Managed by Hardik Shah, it has delivered a return of 3.55% in the last year, a total return since inception of 7.87%.
The latest dividend was declared on 18 Mar 2026 at 10.30% of face value.
Long-term investors generally analyze the best sip in india in order to create long-term financial stability.
Key Metrics of Axis Equity Savings Fund Regular-idcw
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Standard Deviation5.66%
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Sharpe Ratio0.47%
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Beta1.08%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
HSBC Equity Savings Fund Direct-growth  |
₹1,016 | 2.13% | 6.99% | 12.93% | 14.00% | 11.98% |
| HSBC Equity Savings Fund Direct-idcw Monthly |
₹1,016 | 2.13% | 6.99% | 12.93% | 14.00% | 11.98% |
| HSBC Equity Savings Fund Direct-idcw Quarterly |
₹1,016 | 2.13% | 6.99% | 12.93% | 14.00% | 11.98% |
| HSBC Equity Savings Fund-growth |
₹1,016 | 2.05% | 6.76% | 11.98% | 13.01% | 11.00% |
| HSBC Equity Savings Fund-idcw Monthly |
₹1,016 | 2.05% | 6.76% | 11.98% | 13.01% | 11.00% |
| HSBC Equity Savings Fund-idcw Quarterly |
₹1,016 | 2.05% | 6.76% | 11.98% | 13.01% | 11.00% |
| Kotak Equity Savings Fund Direct-growth |
₹10,108 | 0.53% | 3.16% | 6.19% | 11.06% | 10.64% |
| Kotak Equity Savings Fund Direct-idcw Monthly |
₹10,108 | 0.53% | 3.16% | 6.19% | 11.06% | 10.64% |
| Edelweiss Equity Savings Fund Direct-growth |
₹1,365 | 1.34% | 4.38% | 8.29% | 11.83% | 10.20% |
| Edelweiss Equity Savings Fund Direct-idcw |
₹1,365 | 1.34% | 4.38% | 8.29% | 11.83% | 10.20% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Axis Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Axis Equity Savings Fund Direct-growth
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₹863 | 1.88% | 3.29% | 1.05% | 4.87% | 10.31% |
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Axis Equity Savings Fund Regular-growth
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₹863 | 1.74% | 2.94% | 0.40% | 3.55% | 8.94% |
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Axis Equity Savings Fund Direct-idcw
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₹863 | 1.88% | 3.29% | 1.05% | 4.87% | 10.31% |
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Axis Equity Savings Fund Regular-idcw Monthly
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₹863 | 1.74% | 2.94% | 0.40% | 3.55% | 8.94% |
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Axis Equity Savings Fund Direct-idcw Monthly
|
₹863 | 1.88% | 3.29% | 1.05% | 4.87% | 10.31% |
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Axis Equity Savings Fund Direct-idcw Quarterly
|
₹863 | 1.88% | 3.29% | 1.05% | 4.87% | 10.31% |
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Axis Equity Savings Fund Regular-idcw Quarterly
|
₹863 | 1.74% | 2.94% | 0.40% | 3.55% | 8.94% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential Equity Savings Fund-growth |
₹16,733 | ₹23.09 | 7.25% | 7.24% | 7.87% |
| ICICI Prudential Equity Savings Fund Direct-growth |
₹16,733 | ₹24.89 | 7.76% | 7.78% | 8.53% |
| ICICI Prudential Equity Savings Fund-idcw Quarterly |
₹16,733 | ₹13.05 | 7.25% | 7.24% | 7.87% |
| ICICI Prudential Equity Savings Fund Direct-idcw Quarterly |
₹16,733 | ₹15.56 | 7.76% | 7.78% | 8.53% |
| Kotak Equity Savings Fund Direct-growth |
₹10,108 | ₹30.09 | 11.06% | 10.64% | 10.21% |
| Kotak Equity Savings Fund Regular-growth |
₹10,108 | ₹27.13 | 9.86% | 9.47% | 9.19% |
| Kotak Equity Savings Fund Direct-idcw Monthly |
₹10,108 | ₹21.60 | 11.06% | 10.64% | 10.21% |
| Kotak Equity Savings Fund Regular-idcw Monthly |
₹10,108 | ₹19.86 | 9.86% | 9.47% | 9.19% |
| HDFC Equity Savings Fund Regular-growth |
₹5,644 | ₹67.16 | 8.52% | 8.14% | 9.31% |
| HDFC Equity Savings Direct Plan-growth |
₹5,644 | ₹75.83 | 9.54% | 9.14% | 10.45% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Net Receivables | Unspecified | 36.76% | ₹317.20 Cr |
| Reliance Industries Ltd | Energy & Utilities | 9.02% | ₹77.82 Cr |
| Hdfc Bank Ltd | Financial | 6.73% | ₹58.10 Cr |
| Icici Bank Ltd | Financial | 6.08% | ₹52.46 Cr |
| Goi Sec 7.18 14/08/2033 | Entities | 4.68% | ₹40.36 Cr |
| Government Of India 34208 Goi 08ap34 7.1 Fv Rs 100 | Entities | 4.08% | ₹35.19 Cr |
| Tata Steel Ltd | Materials | 3.34% | ₹28.86 Cr |
| Axis Money Market Fund Direct-growth | Unspecified | 2.97% | ₹25.64 Cr |
| Kotak Mahindra Bank Ltd | Financial | 2.91% | ₹25.14 Cr |
| Bharti Airtel Ltd | Technology | 2.51% | ₹21.70 Cr |
| Bank Nifty Index June 2026 Future | Financial | 2.32% | ₹20.04 Cr |
| Others Cblo | Unspecified | 2.09% | ₹17.99 Cr |
| Larsen & Toubro Ltd | Industrials | 2.02% | ₹17.43 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 1.99% | ₹17.20 Cr |
| Zomato Ltd | Technology | 1.93% | ₹16.70 Cr |
| Muthoot Finance Limited Op I 8.52 Ncd 07ap28 Fvrs1lac | Financial | 1.73% | ₹14.96 Cr |
| Hindustan Aeronautics Ltd | Industrials | 1.60% | ₹13.84 Cr |
| Sbi Life Insurance Company Ltd | Financial | 1.41% | ₹12.15 Cr |
| State Bank Of India | Financial | 1.22% | ₹10.49 Cr |
| Gmr Airports Limited 5 Bd 13fb27 Fvrs1lac | Industrials | 1.20% | ₹10.39 Cr |
Top Hybrid Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| HSBC Equity Savings Fund Direct-growth |
₹40.63 | 14.00% | 11.98% | - |
| HSBC Equity Savings Fund Direct-idcw Monthly |
₹17.66 | 14.00% | 11.98% | - |
| HSBC Equity Savings Fund Direct-idcw Quarterly |
₹18.50 | 14.00% | 11.98% | - |
| HSBC Equity Savings Fund-growth |
₹36.34 | 13.01% | 11.00% | - |
| HSBC Equity Savings Fund-idcw Monthly |
₹15.49 | 13.01% | 11.00% | - |
| HSBC Equity Savings Fund-idcw Quarterly |
₹16.62 | 13.01% | 11.00% | - |
| Kotak Equity Savings Fund Direct-growth |
₹30.09 | 11.06% | 10.64% | - |
| Kotak Equity Savings Fund Direct-idcw Monthly |
₹21.60 | 11.06% | 10.64% | - |
| Edelweiss Equity Savings Fund Direct-growth |
₹29.73 | 11.83% | 10.20% | - |
| Edelweiss Equity Savings Fund Direct-idcw |
₹21.61 | 11.83% | 10.20% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Axis Equity Savings Fund Regular-idcw
What is the current AUM of Axis Equity Savings Fund Regular-idcw?
As of Sun May 31, 2026, Axis Equity Savings Fund Regular-idcw manages assets worth ₹862.9 crore
How has Axis Equity Savings Fund Regular-idcw performed recently?
- 3 Months: 2.94%
- 6 Months: 0.40%
What is the long-term performance of Axis Equity Savings Fund Regular-idcw?
- 3 Years CAGR: 8.94%
- 5 Years CAGR: 7.66%
- Since Inception: 7.87%
What is the portfolio composition of Axis Equity Savings Fund Regular-idcw?
Equity: 36.25%, Debt: 26.60%, Others: 36.76%.
Who manages Axis Equity Savings Fund Regular-idcw?
Axis Equity Savings Fund Regular-idcw is managed by Hardik Shah from Axis Mutual Fund.
When was the last dividend declared by Axis Equity Savings Fund Regular-idcw?
Latest dividend was declared on 18 Mar 2026 at 10.30% of face value.
What is the market-cap allocation of Axis Equity Savings Fund Regular-idcw?
Large Cap: 78.16%, Mid Cap: 10.71%, Small Cap: 11.13%.
Which are the top companies Axis Equity Savings Fund Regular-idcw has invested in?
- Net Receivables – 36.76% of the fund's portfolio
- Reliance Industries Ltd – 9.02% of the fund's portfolio
- HDFC Bank Ltd – 6.73% of the fund's portfolio
- ICICI Bank Ltd – 6.08% of the fund's portfolio
- GOI Sec 7.18 14/08/2033 – 4.68% of the fund's portfolio
Which are the major sectors Axis Equity Savings Fund Regular-idcw focuses on?
- Unspecified – 41.82% of the fund's portfolio
- Financial – 22.40% of the fund's portfolio
- Energy & Utilities – 9.02% of the fund's portfolio
- Entities – 8.75% of the fund's portfolio
- Industrials – 4.83% of the fund's portfolio
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