The current NAV of Axis Equity Savings Fund(Q-IDCW) is ₹14.16, as of 16th July 2025.

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

• 1 Year Returns: -1.73%
• 3 Year Returns: 4.05%
• 5 Year Returns: 4.93%

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

• Others | 40.94%
• G-Sec | 14.83%
• Specialized Finance | 6.62%
• Private Banks | 5.63%
• Telecom Services | 3.76%

This data is as on 16th July 2025.

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

• Net Receivables / (Payables) | 34.72%
• 7.18% Government of India (14/08/2033) | 4.40%
• Bank Nifty Index July 2025 Future | 3.93%
• 7.1% Government of India (08/04/2034) | 3.84%
• ICICI Bank Ltd | 3.00%

This data is as on 16th July 2025.

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

• Equity | 68.43%
• Cash & Equivalents | 36.62%
• Corporate Debt | 12.58%
• Government Securities | 12.22%
• Treasury Bills | 2.61%

This data is as on 16th July 2025.

The AUM (i.e. assets under management) of Axis Equity Savings Fund(Q-IDCW) is ₹952.38 Cr as of 16th July 2025.

The expense ratio of Axis Equity Savings Fund(Q-IDCW) Plan is 1.06 as of 16th July 2025.

The volatility or standard deviation for the Axis Equity Savings Fund(Q-IDCW) is 5.32

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(Q-IDCW) is 0.32

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(Q-IDCW) is 0.03

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(Q-IDCW) is 32.30, while category PE ratio is 34.69.