The current NAV of Axis Equity Savings Fund(M-IDCW) is ₹13.75, as of 28th April 2025.

The Axis Equity Savings Fund(M-IDCW) was launched on 14th August 2015. This mutual fund's past returns are as follows:

• 1 Year Returns: 0.66%
• 3 Year Returns: 2.39%
• 5 Year Returns: 5.95%

The top sectors Axis Equity Savings Fund(M-IDCW) has invested in are as follows:

• Others | 40.20%
• G-Sec | 17.85%
• Specialized Finance | 6.77%
• Investment Banking & Brokerage | 4.50%
• Private Banks | 4.38%

This data is as on 28th April 2025.

The top 5 holdings for Axis Equity Savings Fund(M-IDCW) are as follows:

• Net Receivables / (Payables) | 33.62%
• 7.25% Government of India (12/06/2063) | 5.53%
• 7.34% Government of India (22/04/2064) | 5.04%
• Clearing Corporation of India Ltd | 4.19%
• Bank Nifty Index April 2025 Future | 3.85%

This data is as on 28th April 2025.

The asset allocation for Axis Equity Savings Fund(M-IDCW) is as follows:

• Equity | 66.04%
• Cash & Equivalents | 37.80%
• Government Securities | 15.21%
• Corporate Debt | 9.44%
• Treasury Bills | 2.64%

This data is as on 28th April 2025.

The AUM (i.e. assets under management) of Axis Equity Savings Fund(M-IDCW) is ₹940.08 Cr as of 28th April 2025.

The expense ratio of Axis Equity Savings Fund(M-IDCW) Plan is 1 as of 28th April 2025.

The volatility or standard deviation for the Axis Equity Savings Fund(M-IDCW) is 6.31

Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

The Sharpe ratio for the Axis Equity Savings Fund(M-IDCW) is 0.78

The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

The Sortino Ratio for the Axis Equity Savings Fund(M-IDCW) is 0.07

The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.

The PE ratio of Axis Equity Savings Fund(M-IDCW) is 33.13, while category PE ratio is 33.43.