HybridEquity SavingsDirect · Growth
Axis Equity Savings Fund - Direct Plan - Growth
Axis · Scheme 135120
₹26.74 0.00%NAV · 2026-09-18
Decent FundScore
AUM
₹889 cr
Expense ratio
1.55%
3Y CAGR
10.4%
Risk level
Moderate
Min SIP
₹100
Benchmark
Nifty Equity Savings Index
Fund manager: R Sivakumar, Anupam TiwariExit load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 months.
Decent · 62/100
A solid option with a few areas worth a closer look.
🎯 A middle-ground option — some growth with a cushion, good for moderate risk appetite.
📈 Why it could do well
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓Protects capital well — worst-ever fall was only 18%.
- ✓1Y return vs category: +2.0% vs category avg
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
📉 What could drag it down
- •Weak risk-adjusted returns (Sharpe 0.42) — took on risk without enough payoff.
- •5Y CAGR: +8.6%
- •1Y return: +6.9%
FundScore breakdown
62/100 · Decent
Returns
Average
Consistency
Excellent
Risk-adjusted
Weak
Downside protection
Excellent
Cost efficiency
Decent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.