hybridModerate risk

Axis Equity Savings Fund - Direct Plan - Regular 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 12 Sep 2016.

Latest price per unit

₹13.25

▼ 0.08% 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

₹97.6k

▼ ₹2.4k loss · -2.4% / year

Invested 3 years ago

₹1.01 L

▲ ₹760 gain · 0.3% / year

Invested 5 years ago

₹93.2k

▼ ₹6.8k loss · -1.4% / 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

10.1%

The value swings roughly 10% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-24.85%

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-2.43%

CAGR — 3 years0.25%

CAGR — 5 years-1.40%

CAGR — since launch2.93%

Volatility — 1 year (annualised)9.24%

Volatility — 3 years (annualised)10.07%

Max drawdown — 1 year-12.38%

Max drawdown — 3 years-15.16%

Sharpe ratio — 1 year (rf=6%)-0.92

Sharpe ratio — 3 years (rf=6%)-0.57

Fund info

Fund house: Axis Mutual Fund
Category: Hybrid Schemes - Equity Savings Fund
Plan: Direct
Option: IDCW
ISIN (Growth): INF846K01XP6
ISIN (Div re-invest): INF846K01XQ4
Fund code: 139520
First price on record: 12 Sep 2016 · 2,468 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.