The current NAV of Axis Equity Savings Fund(M-IDCW) is ₹13.88, as of 7th July 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: -1.28%
• 3 Year Returns: 3.80%
• 5 Year Returns: 4.86%

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

• Others | 43.20%
• G-Sec | 17.91%
• Specialized Finance | 6.64%
• Private Banks | 5.17%
• Telecom Services | 3.59%

This data is as on 7th July 2025.

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

• Net Receivables / (Payables) | 37.15%
• 7.25% Government of India (12/06/2063) | 5.55%
• Bank Nifty Index June 2025 Future | 3.88%
• ICICI Bank Ltd | 3.01%
• 7.18% Government of India (14/08/2033) | 2.80%

This data is as on 7th July 2025.

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

• Equity | 68.17%
• Cash & Equivalents | 38.40%
• Government Securities | 15.29%
• Corporate Debt | 9.99%
• Treasury Bills | 2.62%

This data is as on 7th July 2025.

The AUM (i.e. assets under management) of Axis Equity Savings Fund(M-IDCW) is ₹946.03 Cr as of 7th July 2025.

The expense ratio of Axis Equity Savings Fund(M-IDCW) Plan is 1.04 as of 7th July 2025.

The volatility or standard deviation for the Axis Equity Savings Fund(M-IDCW) is 5.36

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 0.46

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 0.05

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 32.16, while category PE ratio is 33.78.