Can I invest in SIP and Lumpsum in AXIS Equity Savings Fund (IDCW-M) Direct Growth?

Yes, you can invest both lumpsum and SIP in AXIS Equity Savings Fund (IDCW-M). Minimum lumpsum investment AXIS Equity Savings Fund (IDCW-M) is ₹500 and minimum SIP amount is ₹100 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of AXIS Equity Savings Fund (IDCW-M) Direct Growth?

The latest NAV (Net Asset Value) of AXIS Equity Savings Fund (IDCW-M) is AXIS Equity Savings Fund (IDCW-M) is ₹11.91 as on 2025-01-14.

Which are the biggest stock holdings of AXIS Equity Savings Fund (IDCW-M)?

The 5 biggest stock holdings of AXIS Equity Savings Fund (IDCW-M) are: HDFC Bank (9.60%), Reliance Industr (7.67%), Infosys (3.42%), Larsen & Toubro (3.36%), ICICI Bank (2.55%)

What are the top sectors AXIS Equity Savings Fund (IDCW-M) invests in?

A majority of AXIS Equity Savings Fund (IDCW-M) 's AUM worth ₹994.42 (Cr) is invested in these 3 top sectors: Cash & Others : 31.73% Debt : 31.36% Banks : 15.89%

Mutual Funds
AXIS Equity Savings Fund (IDCW-M)

AXIS Equity Savings Fund (IDCW-M)

Equity Savings

Invest Now

NAV
11.91(0.34%)
Fund Size (CR)
₹994.42
Expense Ratio
2.25
Scheme Type
Active Fund
Value Research

Min. investment
₹500
Minimum Additional Investment
₹500
Minimum SIP Investment
₹100
Minimum Withdrawal
₹1,000
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
0%
Return Since Launch
8.21%

Absolute Return: -4.18%

Annualized Return: 0%

Basic Details

Scheme Manager

Mayank Hyanki

Bench Mark

NIFTY Equity Savings Index TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	6 January 2025	9842.46	-1.58%	-	-1.21%	108/139
1 Month	13 December 2024	9722.28	-2.78%	-	-1.90%	113/139
3 Month	11 October 2024	9794.76	-2.05%	-	-1.15%	103/139
6 Month	12 July 2024	10057.66	0.58%	-	1.07%	89/139
1 Year	12 January 2024	10817.37	8.17%	8.17%	8.39%	74/139
3 Year	13 January 2022	12389.79	23.90%	7.40%	7.84%	88/139
5 Year	13 January 2020	15707.18	57.07%	9.45%	9.06%	72/139
Since Inception	14 August 2015	21036.00	110.36%	8.21%	8.00%	88/139

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 February 2024	1,20,000	208184.57	73.49%	73.49%
3 Year	1 February 2022	3,60,000	651463.35	80.96%	21.86%
5 Year	3 February 2020	6,00,000	1102766.82	83.79%	12.94%
10 Year	1 September 2015	11,30,000	2170427.86	92.07%	6.74%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

1.70%

Standard Deviation

0.45%

Beta

0.33%

Sharpe Ratio

0.11%

Treynor's Ratio

-0.38%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
HDFC Bank	9.60%	538511	95.47	Equity	Banks
Reliance Industr	7.67%	627504	76.27	Equity	Refineries
Infosys	3.42%	180641	33.96	Equity	IT - Software
Larsen & Toubro	3.36%	92589	33.40	Equity	Infrastructure Developers & Operators
ICICI Bank	2.55%	197604	25.33	Equity	Banks
M & M	2.14%	70713	21.26	Equity	Automobile
Hind. Unilever	2.11%	90100	20.96	Equity	FMCG
Bharti Airtel	1.87%	117209	18.61	Equity	Telecomm-Service
Tata Steel	1.66%	1193500	16.48	Equity	Steel
Kotak Mah. Bank	1.54%	85600	15.29	Equity	Banks

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
HSBC Equity Savings Fund - Direct (IDCW-Q)	645.63	-4.76%	-2.45%	1.43%	18.17%	12.03%
HSBC Equity Savings Fund - Direct (G)	645.63	-4.76%	-2.45%	1.43%	18.17%	12.69%
HSBC Equity Savings Fund - Direct (IDCW-M)	645.63	-4.76%	-2.46%	1.41%	16.89%	12.27%
Invesco India Equity Savings Fund - Direct (G)	374.09	-2.72%	-1.67%	2.14%	13.91%	10.13%
Invesco India Equity Savings Fund - Direct (IDCW)	374.09	-2.72%	-1.68%	2.13%	13.89%	10.10%

News

Axis Mutual Fund announces change in scheme name
Axis Mutual Fund has announced change in scheme name under the following scheme, With effect from 14 February 2025
Change in the name of the Scheme:

Existing Scheme name Revised Name

Axis All Seasons Debt Fund of Funds Axis Income Advantage Fund of Funds

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Existing Scheme name	Revised Name
Axis All Seasons Debt Fund of Funds	Axis Income Advantage Fund of Funds

Axis MF announces change in Fund Manager of the following schemes

Axis Mutual Fund has announced change in Fund Managers of the following schemes with effect from: 16 December 2024

Change in Fund Managers of the Schemes:

Scheme Name	Existing Fund Manager(s)	Proposed Fund Manager(s)
Axis Focused Fund	Mr. Sachin Relekar Mr. Hitesh Das Ms. Krishnaa N (For Foreign Securities)	Mr. Sachin Relekar Ms. Krishnaa N (For Foreign Securities)
Axis Flexi Cap Fund	Mr. Sachin Relekar Mr. Hitesh Das Ms. Krishnaa N (For Foreign Securities)	Mr. Sachin Relekar Ms. Krishnaa N (For Foreign Securities)
Axis Multicap Fund	Mr. Nitin Arora Mr. Shreyash Devalkar Mr. Hitesh Das Mr. Sachin Jain	Mr. Nitin Arora Mr. Shreyash Devalkar Mr. Hitesh Das
Axis Arbitrage Fund	Mr. Karthik Kumar Mr. Devang Shah Mr. Sachin Jain Mr. Ashish Naik	Mr. Karthik Kumar Mr. Devang Shah Mr. Sachin Jain
Axis Balanced Advantage Fund	Mr. Jayesh Sundar Mr. Ashish Naik Mr. Devang Shah Mr. Hardik Shah	Mr. Jayesh Sundar Mr. Devang Shah Mr. Hardik Shah
Axis Aggressive Hybrid Fund	Mr. Jayesh Sundar Mr. Ashish Naik Mr. Devang Shah Mr. Aditya Pagaria	Mr. Jayesh Sundar Mr. Devang Shah Mr. Aditya Pagaria Ms. Krishnaa N (For Foreign Securities)
Axis Multi Asset Allocation Fund	Mr. Jayesh Sundar Mr. Ashish Naik Mr. Devang Shah Mr. Hardik Shah Mr. Aditya Pagaria	Mr. Ashish Naik Mr. Devang Shah Mr. Hardik Shah Mr. Aditya Pagaria Ms. Krishnaa N (For Foreign Securities)
Axis Innovation Fund	Mr. Ashish Naik Mr. Mayank Hyanki Ms. Krishnaa N (For Foreign Securities)	Mr. Ashish Naik Ms. Krishnaa N (For Foreign Securities)
Axis ESG Integration Strategy Fund	Mr. Shreyash Devalkar Mr. Vishal Agarwal Mr. Hitesh Das Ms. Krishnaa N (For Foreign Securities)	Mr. Vishal Agarwal Mr. Hitesh Das Ms. Krishnaa N (For Foreign Securities)
Axis Quant Fund	Mr. Karthik Kumar Mr. Ashish Naik Ms. Krishnaa N (For Foreign Securities)	Mr. Karthik Kumar Ms. Krishnaa N (For Foreign Securities)
Axis Equity Savings Fund	Mr. Mayank Hyanki Mr. Hitesh Das Mr. Devang Shah Mr. Hardik Shah	Mr. Mayank Hyanki Mr. Devang Shah Mr. Hardik Shah Ms. Krishnaa N (For Foreign Securities)
Axis NIFTY 100 Index Fund	Mr. Ashish Naik Mr. Karthik Kumar	Mr. Karthik Kumar
Axis Children's Fund	Mr. Jayesh Sundar Mr. Ashish Naik Mr. Devang Shah Mr. Hardik Shah	Mr. Jayesh Sundar Mr. Devang Shah Mr. Hardik Shah Ms. Krishnaa N (For Foreign Securities)
Axis Retirement Fund - Aggressive Plan , and Dynamic Plan and Conservative Plan	Mr. Jayesh Sundar Mr. Nitin Arora Mr. Devang Shah Mr. Hardik Shah Ms. Krishnaa N (For Foreign Securities)	Mr. Jayesh Sundar Mr. Devang Shah Mr. Hardik Shah Ms. Krishnaa N (For Foreign Securities)
Axis Conservative Hybrid Fund	Mr. Devang Shah Mr. Sachin Jain Mr. Jayesh Sundar Mr. Ashish Naik Ms. Krishnaa N (For Foreign Securities)	Mr. Devang Shah Mr. Sachin Jain Mr. Jayesh Sundar Ms. Krishnaa N (For Foreign Securities)
Axis Value Fund	Mr. Nitin Arora Mr. Sachin Relekar Ms. Krishnaa N (For Foreign Securities)	Mr. Nitin Arora Ms. Krishnaa N (For Foreign Securities)
Axis NIFTY 50 Index Fund	Mr. Karthik Kumar Mr. Hitesh Das	Mr. Karthik Kumar
Axis NIFTY 50 ETF	Mr. Ashish Naik Mr. Karthik Kumar	Mr. Karthik Kumar
Axis NIFTY Next 50 Index Fund	Mr. Karthik Kumar Mr. Sachin Relekar	Mr. Karthik Kumar
Axis NIFTY Bank ETF	Mr. Karthik Kumar Mr. Ashish Naik	Mr. Karthik Kumar
Axis Nifty Smallcap 50 Index Fund	Mr. Karthik Kumar Mr. Mayank Hyanki	Mr. Karthik Kumar
Axis Nifty Midcap 50 Index Fund	Mr. Karthik Kumar Mr. Mayank Hyanki	Mr. Karthik Kumar
Axis NIFTY IT ETF	Mr. Karthik Kumar Mr. Hitesh Das	Mr. Karthik Kumar
Axis NIFTY Healthcare ETF	Mr. Karthik Kumar Mr. Shreyash Devalkar	Mr. Karthik Kumar
Axis Equity ETFs FoF	Mr. Karthik Kumar Mr. Shreyash Devalkar	Mr. Karthik Kumar
Axis NIFTY India Consumption ETF	Mr. Ashish Naik Mr. Karthik Kumar	Mr. Karthik Kumar
Axis Business Cycles Fund	Mr. Ashish Naik Mr. Mayank Hyanki	Mr. Ashish Naik
Axis BSE SENSEX ETF	Mr. Karthik Kumar Mr. Ashish Naik	Mr. Karthik Kumar
Axis Nifty IT Index Fund	Mr. Hitesh Das Mr. Karthik Kumar	Mr. Karthik Kumar
Axis BSE Sensex Index Fund	Mr. Karthik Kumar Mr. Ashish Naik	Mr. Karthik Kumar
Axis Nifty Bank Index Fund	Mr. Karthik Kumar Mr. Ashish Naik	Mr. Karthik Kumar
Axis Nifty 500 Index Fund	Mr. Karthik Kumar Mr. Sachin Relekar	Mr. Karthik Kumar
Axis Nifty500 Value 50 Index Fund	Mr. Karthik Kumar Mr. Hitesh Das	Mr. Karthik Kumar

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Axis Mutual Fund announces change in scheme name
Axis Mutual Fund has announced change in scheme name under the following scheme, With effect from 05 December 2024
Change in the name of the Scheme:

Existing Scheme name Revised Name

Axis CRISIL-IBX AAA NBFC Index ' Jun 2027 Fund Axis CRISIL-IBX AAA Bond NBFC ' Jun 2027 Index Fund

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Existing Scheme name	Revised Name
Axis CRISIL-IBX AAA NBFC Index ' Jun 2027 Fund	Axis CRISIL-IBX AAA Bond NBFC ' Jun 2027 Index Fund

Fund House Details & Investment Objective

Date of Incorporation

27 July 2015

Total AUM (Cr)

₹994.42

AXIS Equity Savings Fund (IDCW-M) is an Equity Savings-oriented fund from the renowned AMC, Axis Mutual Fund. Launched in 27 July 2015, this fund is managed by Mayank Hyanki. With assets under management (AUM) worth ₹994.42 (Cr), as of 14 January 2025, AXIS Equity Savings Fund (IDCW-M) is categorized as a Equity Savings within its segment. The fund has generated a return of 8.21% since its launch.
The current NAV of AXIS Equity Savings Fund (IDCW-M) is ₹11.91, as on 14 January 2025. The fund's benchmark index is NIFTY Equity Savings Index TRI. You can invest in AXIS Equity Savings Fund (IDCW-M) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹500.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
If redeemed/swich out within 1 months from the date of allotment: - For 10% of investment : Nil - For remaining investment : 1%1.00% - If redeemed/switched out on or within 1 months from the date of allotmentNIL - If redeemed/switch out after 1 months from the date of allotment. The fund has generated 7.40% and 9.45% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 68.87% in Equity, 34.33% in Debt and -3.20% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 31.73% in Cash & Others, 31.36% in Debt, 15.89% in Banks, 8.16% in Petroleum Products, 6.28% in IT-Software

FAQs

How to Invest in AXIS Equity Savings Fund (IDCW-M) Direct Growth?

AXIS Equity Savings Fund (IDCW-M) is a popular fund in the Equity Savings segment. The fund has generated a return of 8.21% since inception. Looking to invest in AXIS Equity Savings Fund (IDCW-M) How about earning 1% extra return? All this is possible with m.Stock! Investing in AXIS Equity Savings Fund (IDCW-M) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, AXIS Equity Savings Fund (IDCW-M)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in AXIS Equity Savings Fund (IDCW-M) today and reap the benefits of this Equity Savings fund!

How much returns has AXIS Equity Savings Fund (IDCW-M) Direct Growth generated?

In the short term, i.e., 1 year, AXIS Equity Savings Fund (IDCW-M) has generated annualised return of 8.17%. In the long-term, the fund has generated 7.40% and 9.45% in 3 and 5 years respectively. Since its inception, the fund has generated 8.21% returns.

What is the expense ratio of AXIS Equity Savings Fund (IDCW-M) Direct Growth?

The expense ratio of AXIS Equity Savings Fund (IDCW-M) Direct Growth is 2.25%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of AXIS Equity Savings Fund (IDCW-M) Fund Direct Growth?

The Assets Under Management (AUM) of AXIS Equity Savings Fund (IDCW-M) is ₹994.42 (Cr) as of 2025-01-14 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from AXIS Equity Savings Fund (IDCW-M) Direct Growth?

Redeeming or selling units of AXIS Equity Savings Fund (IDCW-M) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from AXIS Equity Savings Fund (IDCW-M):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case AXIS Equity Savings Fund (IDCW-M)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).