hybridModerate risk

Axis Equity Savings Fund - Direct Plan - Quarterly IDCW Option

Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds. From Axis Mutual Fund. It's been running since 20 Aug 2015.

Latest price per unit

₹13.94

▲ 0.00% today

As of 4 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹98.2k

▼ ₹1.8k loss · -1.8% / year

Invested 3 years ago

₹1.05 L

▲ ₹5.4k gain · 1.8% / year

Invested 5 years ago

₹98.7k

▼ ₹1.3k loss · -0.3% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

6.5%

The value swings roughly 7% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-18.47%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year-1.76%

CAGR — 3 years1.76%

CAGR — 5 years-0.26%

CAGR — since launch3.04%

Volatility — 1 year (annualised)6.59%

Volatility — 3 years (annualised)6.51%

Max drawdown — 1 year-7.94%

Max drawdown — 3 years-11.82%

Sharpe ratio — 1 year (rf=6%)-1.18

Sharpe ratio — 3 years (rf=6%)-0.65

Fund info

Fund house: Axis Mutual Fund
Category: Hybrid Schemes - Equity Savings Fund
Plan: Direct
Option: IDCW
ISIN (Growth): INF846K01VM7
ISIN (Div re-invest): INF846K01VN5
Fund code: 135124
First price on record: 20 Aug 2015 · 2,727 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.