Overview / Mutual Fund Discovery / Open Ended Schemes ( Hybrid Schemes - Equity Savings Fund ) / AMFI 135122

Axis Equity Savings Fund - Regular Plan - Growth

Axis Mutual Fund • Open Ended Schemes ( Hybrid Schemes - Equity Savings Fund ) • Regular Plan • Growth Option

Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)

Latest NAV (2026-11-09)
₹23.6700
AMFI Code / ISIN
135122 / INF846K01VO3
Category Peer Standing
#16 of 40 ranked peers in Open Ended Schemes ( Hybrid Schemes - Equity Savings Fund ) by 3Y Sortino
Historical Track
2015-08-20 to 2026-11-09 (2,772 daily observations)
Expense Ratio (TER)
Data unavailable (published only when verified against AMC statutory disclosures)
SEBI Riskometer
Data unavailable

Trailing CAGR, Rolling Returns & Risk Ratios

1Y CAGR
+4.85% p.a.
3Y CAGR
+8.80% p.a.
5Y CAGR
+6.64% p.a.
10Y CAGR
+8.49% p.a.
Since Inception CAGR
+7.96% p.a.
Sortino Ratio (3Y)
0.59
Sharpe Ratio (3Y)
0.44
Calmar Ratio
0.50
Annualized Volatility (3Y)
+5.27%
Maximum Drawdown
-17.65%
1Y / 3Y / 5Y Rolling Mean CAGR
+8.56% / +8.73% / +8.90%

Learn Sortino, Sharpe, Calmar & Drawdown in Knowledge Centre Module 3 • Quantitative Methodology

Monthly Portfolio Holdings & Overlap Check

Verified monthly AMC portfolio disclosure holdings are queried on demand for covered schemes and never fabricated. Learn multi-fund portfolio overlap analysis.

Related Open Ended Schemes ( Hybrid Schemes - Equity Savings Fund ) Funds