Axis Equity Savings Reg-IDCWM

Fund Category: Equity Savings

Fund Category Equity Savings

Moderately High Hybrid IDCW Monthly

3 Morning Star

2 Value Research

NAV( 14 Jul 2025)

₹ 11.79

0.73%

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Axis Equity Savings Reg-IDCWM

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Performance

11.17%3y Returns

-0.25% 1D Returns

Investment details

Min SIP amount

₹ 100
Min Lumpsum

₹ 500
Lock In

0
Expense ratio

2.28%
Exit load

1% Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 months.

L After 365 days

Fund details

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Fund size

₹ 952 Cr
Plan

REGULAR
Launch date

27 Jul 2015
Fund type

OPEN
Fund benchmark

NIFTY Equity Savings Total Return Index
ISIN

INF846K01VP0

Fund allocation

Asset allocation

Company holdings

Company	Allocation %
Others CBLO	1.9%
Net Payables	-2.65%
ABB India Ltd	0.07%
ACC Ltd	0.36%
Ambuja Cements Ltd	0.96%
Apollo Hospitals Enterprise Ltd	0.56%
Aurobindo Pharma Ltd	0.21%
Bajaj Finance Ltd	0.61%
Bajaj Finserv Ltd	0.11%
Bank Of Baroda	0.64%
Bharat Petroleum Corporation Ltd	0.44%
Bharti Airtel Ltd	2.47%
Biocon Ltd	0.04%
Brigade Enterprises Ltd	0.17%
Zydus Lifesciences Ltd	0.87%
Canara Bank	0.68%
Chalet Hotels Ltd	0.07%
Cholamandalam Investment & Finance Company Ltd	0.17%
Cipla Ltd	0.88%
Cummins India Ltd	0.17%
Divi's Laboratories Ltd	0.33%
DLF Ltd	0.25%
The Federal Bank Ltd	0.43%
Fortis Healthcare Ltd	0.45%
GMR Airports Ltd	0.04%
Godrej Consumer Products Ltd	0.39%
Grasim Industries Ltd	0.19%
Havells India Ltd	0.04%
HDFC Bank Ltd	9.8%
Hindustan Aeronautics Ltd	0.56%
Hindustan Unilever Ltd	1.66%
ICICI Bank Ltd	3.83%
Vodafone Idea Ltd	0.25%
Indian Bank	0.4%
Indusind Bank Ltd	0.83%
Infosys Ltd	3.73%
ITC Ltd	0.48%
JB Chemicals & Pharmaceuticals Ltd	0.49%
Jindal Steel & Power Ltd	0.19%
Kotak Mahindra Bank Ltd	2.12%
Larsen & Toubro Ltd	2.75%
Lupin Ltd	0.01%
Mahindra & Mahindra Ltd	1.6%
Samvardhana Motherson International Ltd	0.12%
Muthoot Finance Ltd	0.02%
Coforge Ltd	0.03%
NTPC Ltd	0.82%
Nestle India Ltd	0.11%
Neuland Laboratories Ltd	0.08%
Oil And Natural Gas Corporation Ltd	0.24%
Pidilite Industries Ltd	0.18%
Power Grid Corporation of India Ltd	0.57%
Punjab National Bank	0.48%
Reliance Industries Ltd	9.79%
REC Ltd	0.09%
State Bank of India	0.67%
Steel Authority Of India Ltd	0.63%
Sun Pharmaceutical Industries Ltd	0.91%
Tata Consultancy Services Ltd	1.7%
Tata Motors Ltd	0.14%
Tata Power Company Ltd	0.21%
Tata Steel Ltd	2.08%
Tech Mahindra Ltd	0.38%
Titan Company Ltd	0.1%
Ultratech Cement Ltd	0.55%
UPL Ltd	0.25%
United Spirits Ltd	0.71%
Voltamp Transformers Ltd	0.22%
Wipro Ltd	0.07%
Crompton Greaves Consumer Electricals Ltd	0.4%
TeamLease Services Ltd	0.18%
SBI Life Insurance Company Ltd	0.97%
ICICI Lombard General Insurance Company Ltd	0.05%
Dixon Technologies (India) Ltd	0.44%
Indian Energy Exchange Ltd	0.02%
HDFC Life Insurance Co Ltd	0.24%
Cash Margin	37.36%
Bharat Dynamics Ltd	0.02%
Bandhan Bank Ltd	0.06%
Bharti Hexacom Ltd	0.47%
Krishna Institute Of Medical Sciences Ltd	0.08%
Craftsman Automation Ltd	0.26%
Sona BLW Precision Forgings Ltd	0.07%
Eternal Ltd	0.2%
Sansera Engineering Ltd	0.07%
S.J.S Enterprises Ltd	0.84%
Motherson Sumi Wiring India Ltd	0.09%
REC Ltd SR 220-B FRB 7.69 31/03/2033	0.54%
Mankind Pharma Ltd	0.07%
Jyoti CNC Automation Ltd	0.26%
Awfis Space Solutions Ltd	0.92%
Emcure Pharmaceuticals Ltd	0.08%
Premier Energies Ltd	0.29%
Kross Ltd	0.47%
Swiggy Ltd	0.19%
Onesource Specialty Pharma Ltd	0.28%
Power Finance Corporation Ltd SR 247A Bonds 7.44 15/01/2030	1.07%
REC Ltd SR 247 A Bonds 6.87 31/05/2030	0.53%
Indian Railway Finance Corporation Ltd SR 183 Bonds 7.15 14/11/2039	0.53%
Power Grid Corporation of India Ltd NCD 8.20 23/01/2030	0.11%
Muthoot Finance Ltd NCD 8.90 07/10/2027	1.07%
Bharti Telecom Ltd SR XXI NCD 8.75 05/11/2029	1.09%
GOI Sec 6.19 16/09/2034	0.21%
GOI Sec 7.26 22/08/2032	0.33%
GOI Sec 7.25 12/06/2063	2.14%
GOI Sec 7.18 24/07/2037	0.22%
GOI Sec 7.18 14/08/2033	4.4%
GOI Sec 7.10 08/04/2034	3.84%
GOI Sec 7.72 26/10/2055	0.05%
Indus Infra Trust InvITs	0.31%
Capital Infra Trust InvITs	0.66%
NIFTY Bank ID 07/2025	3.93%
GMR Airports Ltd Futures 07/2025	-0.04%
Larsen & Toubro Ltd Futures 07/2025	-1.34%
Bajaj Finserv Ltd Futures 07/2025	-0.11%
ACC Ltd Futures 07/2025	-0.36%
Hindustan Aeronautics Ltd Futures 07/2025	-0.15%
Sun Pharmaceutical Industries Ltd Futures 07/2025	-0.29%
Oil And Natural Gas Corporation Ltd Futures 07/2025	-0.21%
Mahindra & Mahindra Ltd Futures 07/2025	-0.19%
Lupin Ltd Futures 07/2025	-0.01%
Tata Consultancy Services Ltd Futures 07/2025	-1.27%
Bank Of Baroda Futures 07/2025	-0.65%
Indusind Bank Ltd Futures 07/2025	-0.83%
SBI Life Insurance Company Ltd Futures 07/2025	-0.65%
Pidilite Industries Ltd Futures 07/2025	-0.18%
DLF Ltd Futures 07/2025	-0.25%
Grasim Industries Ltd Futures 07/2025	-0.19%
Tech Mahindra Ltd Futures 07/2025	-0.21%
UPL Ltd Futures 07/2025	-0.25%
Havells India Ltd Futures 07/2025	-0.04%
Zydus Lifesciences Ltd Futures 07/2025	-0.86%
Biocon Ltd Futures 07/2025	-0.04%
Jindal Steel & Power Ltd Futures 07/2025	-0.19%
United Spirits Ltd Futures 07/2025	-0.32%
Bharti Airtel Ltd Futures 07/2025	-0.35%
Canara Bank Futures 07/2025	-0.68%
Bandhan Bank Ltd Futures 07/2025	-0.06%
Muthoot Finance Ltd Futures 07/2025	-0.02%
Indian Energy Exchange Ltd Futures 07/2025	-0.02%
ICICI Bank Ltd Futures 07/2025	-0.83%
Bharat Petroleum Corporation Ltd Futures 07/2025	-0.17%
National Bank For Agriculture & Rural Development Bonds/Deb 7.69 31/03/2032	0.22%
Shriram Finance Ltd SR PPD XII OP Debenture 8.75 05/10/2026	2.65%
GOI CGL 7.37 23/01/2054	1.03%
Muthoot Finance Ltd Debenture 9.02 14/07/2027	0.53%
TVS Holdings Ltd Debenture 8.65 07/06/2029	1.07%
Aditya Birla Digital Fashion Ventures Ltd Debenture 8.80 26/08/2027	0.53%
Muthoot Finance Ltd Debenture 8.52 07/04/2028	1.59%
Reserve Bank of India T-Bills 91-D 01/08/2025	2.61%
Ambuja Cements Ltd Futures 07/2025	-0.96%
Power Grid Corporation of India Ltd Futures 07/2025	-0.11%
ICICI Lombard General Insurance Company Ltd Futures 07/2025	-0.05%
Hindustan Unilever Ltd Futures 07/2025	-1.12%
HDFC Bank Ltd Futures 07/2025	-7.62%
Crompton Greaves Consumer Electricals Ltd Futures 07/2025	-0.4%
Vodafone Idea Ltd Futures 07/2025	-0.17%
Jio Credit Ltd SR 1 Debenture 7.19 15/03/2028	1.05%
Punjab National Bank Futures 07/2025	-0.49%
Tata Motors Ltd Futures 07/2025	-0.08%
REC Ltd Futures 07/2025	-0.09%
Titan Company Ltd Futures 07/2025	-0.1%
Kotak Mahindra Bank Ltd Futures 07/2025	-2.08%
Reliance Industries Ltd Futures 07/2025	-7.87%
Steel Authority Of India Ltd Futures 07/2025	-0.63%
Aurobindo Pharma Ltd Futures 07/2025	-0.21%
Infosys Ltd Futures 07/2025	-1.79%
Tata Steel Ltd Futures 07/2025	-2.09%
Divi's Laboratories Ltd Futures 07/2025	-0.33%
NTPC Ltd Futures 07/2025	-0.04%
Apollo Hospitals Enterprise Ltd Futures 07/2025	-0.39%

Sectors

Company	Allocation %
Others	36.61%
Construction	2.55%
Automobile	4.46%
Consumer Staples	1.91%
Materials	0.55%
Financial	23.80%
Capital Goods	1.59%
Consumer Discretionary	-0.00%
Chemicals	0.00%
Services	2.09%
Sovereign	12.22%
Energy	4.07%
Technology	2.64%
Insurance	0.56%
Metals & Mining	-0.01%
Healthcare	3.21%
Communication	3.76%

Risk Associated

Moderately High

Investors be aware that principal under this fund will be at Moderately High risk
This product is suitable for investors who are seeking capital appreciation over long term

About AMC

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Axis Mutual Fund >

Contact Information

Address:

Axis House,1st FLOOR,Bombay Dyeing Mill Compound Pandurang Budhkar Marg, Worli

Email:

customerservice@axismf.com
Website

http://www.axismf.com
Phone:

2243255161

Funds Offered

76
AUM

₹ 3,34,980 Cr
Website

http://www.axismf.com

About

Axis Mutual Fund launched its first scheme in October 2009. Since then Axis Mutual fund has grown strongly. They attribute their success thus far to three founding principles - Long term wealth creation, Outside in (Customer) view and Long term relationship.

Fund Manager

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R Sivakumar

Funds Offered

9
AUM

₹ 10,627 Cr
Highest Return

16.35%

About

R Sivakumar Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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Frequently Asked Questions

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What is the current NAV of Axis Equity Savings Reg-IDCWM?

The current NAV of Axis Equity Savings Reg-IDCWM is ₹ 11.79

How much does Axis Equity Savings Reg-IDCWM charge as expense ratio?

The expense ratio of Axis Equity Savings Reg-IDCWM is 2.28%

How to Redeem Axis Equity Savings Reg-IDCWM Regular Growth?

To redeem, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Portfolio" button on the bottom left of the home screen.
3. Click "View Funds" on the My Portfolio page.
4. Click on the three dots (⋮) next to the fund you want to redeem.
5. Click "Redeem" from the list to complete the process.

What are the steps to invest in Axis Equity Savings Reg-IDCWM?

To invest, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Mutual Funds" button on the home screen.
3. Search for the fund name in the search bar at the top of the screen.
4. Click on the "Invest Now" button at the bottom.
5. Choose between SIP or Lumpsum option, enter the amount you wish to invest, and then click on "Proceed to pay".
6. Complete the payment and OTP process to confirm your investments.

Secure your future with hassle-free investing on Moneyfy!

Can I invest in Axis Equity Savings Reg-IDCWM through both SIP and lump sum?

You can invest in Both SIP & Lumpsum in Axis Equity Savings Reg-IDCWM based on your investment objective and risk profile.

What is the return of Axis Equity Savings Reg-IDCWM?

For Axis Equity Savings Reg-IDCWM, 3-year return is 11.17% per annum and 5-year return is 11.16% per annum. Check the return performance in detail on the page.