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( 29 May 2025)

₹ 11.8

0.92%

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Axis Equity Savings Reg-IDCWM

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Performance

10.77%3y Returns

0.09% 1D Returns

Investment details

Min SIP amount

₹ 100
Min Lumpsum

₹ 500
Lock In

0
Expense ratio

2.27%
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

₹ 942 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 %
Indus Infra Trust InvITs	0.32%
Capital Infra Trust InvITs	0.77%
GOI Sec 7.26 22/08/2032	0.34%
GOI Sec 7.30 19/06/2053	1.13%
GOI Sec 7.25 12/06/2063	5.62%
GOI Sec 7.18 24/07/2037	0.23%
GOI Sec 7.10 08/04/2034	1.67%
GOI Sec 7.34 22/04/2064	5.12%
GOI Sec 7.72 26/10/2055	0.05%
GOI Sec 6.19 16/09/2034	0.21%
Power Grid Corporation of India Ltd NCD 8.20 23/01/2030	0.11%
Muthoot Finance Ltd NCD 8.90 07/10/2027	1.08%
Bharti Telecom Ltd SR XXI NCD 8.75 05/11/2029	1.1%
NIFTY Bank ID 05/2025	4.1%
Indian Railway Finance Corporation Ltd SR 183 Bonds 7.15 14/11/2039	0.54%
Others CBLO	2.19%
Net Payables	-3.64%
ABB India Ltd	0.07%
ACC Ltd	0.36%
Ambuja Cements Ltd	0.9%
Apollo Hospitals Enterprise Ltd	0.75%
Aurobindo Pharma Ltd	0.23%
Bajaj Finance Ltd	1.76%
Bajaj Finserv Ltd	0.1%
Bank Of Baroda	0.65%
Bharat Petroleum Corporation Ltd	0.57%
Bharti Airtel Ltd	2.32%
Biocon Ltd	0.03%
Brigade Enterprises Ltd	0.32%
Zydus Lifesciences Ltd	0.79%
Canara Bank	0.59%
Chalet Hotels Ltd	0.06%
Cholamandalam Investment & Finance Company Ltd	0.16%
Cipla Ltd	0.92%
Coal India Ltd	0.1%
Cummins India Ltd	0.15%
Divi's Laboratories Ltd	0.3%
DLF Ltd	0.2%
Fortis Healthcare Ltd	0.64%
GMR Airports Ltd	0.03%
Godrej Consumer Products Ltd	0.42%
Grasim Industries Ltd	0.18%
Havells India Ltd	0.04%
HDFC Bank Ltd	9.54%
Hero Motocorp Ltd	0.02%
Hindustan Aeronautics Ltd	0.14%
Hindustan Unilever Ltd	1.71%
ICICI Bank Ltd	3.82%
Vodafone Idea Ltd	0.24%
Indian Bank	0.35%
Indusind Bank Ltd	0.8%
Infosys Ltd	3.76%
ITC Ltd	0.26%
Jindal Steel & Power Ltd	0.18%
Kotak Mahindra Bank Ltd	2.19%
Larsen & Toubro Ltd	2.53%
Mahindra & Mahindra Ltd	1.49%
Samvardhana Motherson International Ltd	0.11%
Muthoot Finance Ltd	0.01%
Coforge Ltd	0.02%
NTPC Ltd	0.87%
Nestle India Ltd	0.11%
Neuland Laboratories Ltd	0.32%
Oil And Natural Gas Corporation Ltd	0.3%
Pidilite Industries Ltd	0.18%
Power Grid Corporation of India Ltd	0.59%
Punjab National Bank	0.44%
Reliance Industries Ltd	9.87%
REC Ltd	0.09%
State Bank of India	0.47%
Steel Authority Of India Ltd	0.54%
Sun Pharmaceutical Industries Ltd	1.42%
Tata Consultancy Services Ltd	1.71%
Tata Motors Ltd	0.13%
Tata Power Company Ltd	0.2%
Tata Steel Ltd	1.84%
Tech Mahindra Ltd	0.35%
Titan Company Ltd	0.09%
Trent Ltd	0.31%
Ultratech Cement Ltd	0.53%
UPL Ltd	0.26%
United Spirits Ltd	0.78%
Voltamp Transformers Ltd	0.17%
Wipro Ltd	0.07%
Aditya Birla Fashion and Retail Ltd	0.01%
Crompton Greaves Consumer Electricals Ltd	0.39%
TeamLease Services Ltd	0.17%
SBI Life Insurance Company Ltd	0.94%
ICICI Lombard General Insurance Comapny Ltd	0.04%
Dixon Technologies (India) Ltd	0.09%
Indian Energy Exchange Ltd	0.02%
HDFC Life Insurance Co Ltd	0.22%
Cash Margin	38.68%
Bharat Dynamics Ltd	0.02%
Bandhan Bank Ltd	0.05%
Bharti Hexacom Ltd	0.41%
Krishna Institute Of Medical Sciences Ltd	0.08%
Craftsman Automation Ltd	0.06%
Sona BLW Precision Forgings Ltd	0.07%
Eternal Ltd	0.18%
Sansera Engineering Ltd	0.05%
S.J.S Enterprises Ltd	0.48%
Motherson Sumi Wiring India Ltd	0.09%
Mankind Pharma Ltd	0.07%
Jyoti CNC Automation Ltd	0.26%
Awfis Space Solutions Ltd	1.22%
Emcure Pharmaceuticals Ltd	0.24%
Kross Ltd	0.43%
Onesource Specialty Pharma Ltd	0.56%
Biocon Ltd Futures 05/2025	-0.03%
Havells India Ltd Futures 05/2025	-0.04%
Apollo Hospitals Enterprise Ltd Futures 05/2025	-0.38%
UPL Ltd Futures 05/2025	-0.26%
Zydus Lifesciences Ltd Futures 05/2025	-0.79%
Indian Energy Exchange Ltd Futures 05/2025	-0.02%
Crompton Greaves Consumer Electricals Ltd Futures 05/2025	-0.39%
REC Ltd Futures 05/2025	-0.09%
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	2.68%
Kotak Mahindra Prime Ltd Debenture 8.225 21/04/2027	1.62%
GOI CGL 7.37 23/01/2054	1.08%
Muthoot Finance Ltd Debenture 9.02 14/07/2027	0.54%
TVS Holdings Ltd Debenture 8.65 07/06/2029	1.07%
Reserve Bank of India T-Bills 91-D 15/05/2025	2.65%
Bank Of Baroda Futures 05/2025	-0.65%
Punjab National Bank Futures 05/2025	-0.44%
Bharat Petroleum Corporation Ltd Futures 05/2025	-0.15%
DLF Ltd Futures 05/2025	-0.2%
Grasim Industries Ltd Futures 05/2025	-0.18%
Hindustan Aeronautics Ltd Futures 05/2025	-0.14%
Hero Motocorp Ltd Futures 05/2025	-0.02%
Oil And Natural Gas Corporation Ltd Futures 05/2025	-0.21%
Steel Authority Of India Ltd Futures 05/2025	-0.54%
SBI Life Insurance Company Ltd Futures 05/2025	-0.63%
Tata Steel Ltd Futures 05/2025	-1.85%
Mahindra & Mahindra Ltd Futures 05/2025	-0.17%
Vodafone Idea Ltd Futures 05/2025	-0.16%
Hindustan Unilever Ltd Futures 05/2025	-1.15%
Indusind Bank Ltd Futures 05/2025	-0.8%
Sun Pharmaceutical Industries Ltd Futures 05/2025	-0.32%
ICICI Lombard General Insurance Comapny Ltd Futures 05/2025	-0.04%
Bajaj Finance Ltd Futures 05/2025	-1.2%
NTPC Ltd Futures 05/2025	-0.05%
Pidilite Industries Ltd Futures 05/2025	-0.18%
Trent Ltd Futures 05/2025	-0.31%
Muthoot Finance Ltd Futures 05/2025	-0.01%
Ambuja Cements Ltd Futures 05/2025	-0.9%
GMR Airports Ltd Futures 05/2025	-0.03%
ACC Ltd Futures 05/2025	-0.36%
Aditya Birla Fashion and Retail Ltd Futures 05/2025	-0.01%
Power Grid Corporation of India Ltd Futures 05/2025	-0.12%
Tech Mahindra Ltd Futures 05/2025	-0.19%
Titan Company Ltd Futures 05/2025	-0.09%
Reliance Industries Ltd Futures 05/2025	-8.19%
Canara Bank Futures 05/2025	-0.59%
Tata Motors Ltd Futures 05/2025	-0.06%
Bandhan Bank Ltd Futures 05/2025	-0.05%
Muthoot Finance Ltd Debenture 8.52 07/04/2028	1.61%
Kotak Mahindra Bank Ltd Futures 05/2025	-2.15%
ICICI Bank Ltd Futures 05/2025	-0.83%
Jindal Steel & Power Ltd Futures 05/2025	-0.19%
United Spirits Ltd Futures 05/2025	-0.35%
Larsen & Toubro Ltd Futures 05/2025	-1.23%
Aurobindo Pharma Ltd Futures 05/2025	-0.23%
Divi's Laboratories Ltd Futures 05/2025	-0.3%
Bharti Airtel Ltd Futures 05/2025	-0.33%
Tata Consultancy Services Ltd Futures 06/2025	-1.28%
Infosys Ltd Futures 05/2025	-1.92%
HDFC Bank Ltd Futures 05/2025	-7.76%
Bajaj Finserv Ltd Futures 05/2025	-0.1%

Sectors

Company	Allocation %
Others	37.23%
Construction	2.71%
Automobile	3.75%
Consumer Staples	1.78%
Materials	0.63%
Financial	21.39%
Capital Goods	0.76%
Consumer Discretionary	-0.00%
Chemicals	0.00%
Services	1.63%
Sovereign	15.45%
Energy	3.79%
Technology	2.52%
Insurance	0.53%
Metals & Mining	-0.02%
Healthcare	4.30%
Communication	3.58%

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

75
AUM

₹ 3,27,939 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

₹ 9,558 Cr
Highest Return

16.66%

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 ₹ 11.8

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

The expense ratio of Axis Equity Savings Reg-IDCWM is 2.27%

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 10.77% per annum and 5-year return is 12.14% per annum. Check the return performance in detail on the page.