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Axis Equity Savings Fund - Direct Plan - Growth

Axis · Sectoral
Very High
₹26.14
Current NAV
26 Oct 2026
1.8%
1Y Return
9.1%
3Y CAGR
7.1%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.2%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.80).
  • Well-diversified portfolio aligned with the Sectoral mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
1.80
Sharpe Ratio
0.50
Beta
0.30
Alpha
2.16
Sortino
Fund Details
Fund House Axis
Category Sectoral
AUM ₹9850 Cr
Expense Ratio 0.20%
Min SIP ₹500
Min Lumpsum ₹1000
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