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Axis Equity Savings Fund - Regular Plan - Monthly IDCW

Axis · Sectoral
Very High
₹10.89
Current NAV
26 Oct 2026
-7.7%
1Y Return
-0.8%
3Y CAGR
-3.1%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.72).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.72).
  • Well-diversified portfolio aligned with the Sectoral mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
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
1.72
Sharpe Ratio
1.32
Beta
6.72
Alpha
1.93
Sortino
Fund Details
Fund House Axis
Category Sectoral
AUM ₹1770 Cr
Expense Ratio 1.32%
Min SIP ₹500
Min Lumpsum ₹1000
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