MonitorDirect · Growth
Axis Equity Savings Fund
Axis Mutual FundHybrid Schemes - Equity Savings Fund11.1 years
- NAV
- 26.38
- 15 Sept 2026
- 1Y
- +5.2%
- Trailing CAGR
- AUM
- ₹885.96 Cr
- 31 Aug 2026
- Volatility
- Low
- 6.9% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+5.2%
- 3Y+9.4%
- 5Y+7.8%
- 10Y+9.5%
- SI+9.2%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+5.8%
- 3Y+7.1%
- 5Y+8.7%
- 10Y+9.6%
- Since inception
- +9.2%
- Calendar-day CAGR
- Excess 1Y
- -0.6%
- Category median, same plan and option
- 3Y win rate
- +20%
- Windows beating the median
- 3Y percentile
- 50
- Vs comparable share classes
- Worst rolling 3Y
- +2.6%
- 1994 daily-ending windows
- Median rolling 3Y
- +10.3%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 1506 daily-ending windows
- SIP 3Y XIRR
- +7.1%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 10 days
- 185 recovered episodes
- Longest recovery
- 199 days
- Trough to prior peak
- Current spell
- 32 days
- Days below latest peak
- Time below peak
- +79%
- NAV observations
19 Feb 2020 – 8 Oct 2020
Trough 23 Mar 2020 · recovered in 199 days
-17.6%
17 Jan 2022 – 15 Nov 2022
Trough 17 Jun 2022 · recovered in 151 days
-8.7%
28 Aug 2018 – 28 Mar 2019
Trough 23 Oct 2018 · recovered in 156 days
-7.4%
1 Jan 2016 – 20 Apr 2016
Trough 25 Feb 2016 · recovered in 55 days
-6.0%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
50
Vs category
46
Consistency
29
Risk-adjusted
54
Drawdown
56
Mean
47
Portfolio
31 Aug 2026 · 113 holdings · top 10 are 71.3%.
- Top 5
- 56.1%
- Top 10
- 71.3%
- Largest holding
- 32.5%
- Effective holdings
- 7.6
Net Receivables
Unspecified
32.5%
ICICI Bank Ltd
Financial
7.3%
Reliance Industries Ltd
Energy & Utilities
6.7%
HDFC Bank Ltd
Financial
5.1%
GOI Sec 7.18 14/08/2033
Entities
4.6%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
No status reasons yet. History is still thin.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
HSBC Equity Savings Fund
HSBC Mutual Fund
- 1Y
- +6.8%
- 3Y
- +12.6%
- Vol
- 6.6%
- Max DD
- -11.5%
- Sharpe
- 1.15
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Invesco India Equity Savings Fund
Invesco Mutual Fund
- 1Y
- -0.8%
- 3Y
- +8.4%
- Vol
- 6.1%
- Max DD
- -13.6%
- Sharpe
- 0.57
- 3Y win
- +34%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
UTI - Equity Savings Fund
UTI Mutual Fund
- 1Y
- +3.7%
- 3Y
- +8.1%
- Vol
- 5.8%
- Max DD
- -13.8%
- Sharpe
- 0.66
- 3Y win
- +49%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
WhiteOak Capital Equity Savings Fund
WhiteOak Capital Mutual Fund
- 1Y
- +6.6%
- 3Y
- n/a
- Vol
- 3.8%
- Max DD
- -3.8%
- Sharpe
- 1.50
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Mirae Asset Equity Savings Fund
Mirae Asset Mutual Fund
- 1Y
- +4.5%
- 3Y
- +9.4%
- Vol
- 7.3%
- Max DD
- -18.2%
- Sharpe
- 0.80
- 3Y win
- +98%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown