How to check the XIRR of Axis Equity Savings Fund - Direct Plan - Growth?

You can track the exact XIRR and portfolio overlapping of Axis Equity Savings Fund - Direct Plan - Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for Axis Equity Savings Fund - Direct Plan - Growth?

Use the MutualSaathi Portfolio Analyzer to compare Axis Equity Savings Fund - Direct Plan - Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

Axis Equity Savings Fund - Direct Plan - Growth

Axis Mutual Fund

Expense Ratio: 1.08

Risk: Moderately High

Hybrid Scheme - Equity Savings

Plan: Direct

Benchmark: Nifty Equity Savings Index

Inception: 27-07-2015

Exit Load: Nil

Fund Size:₹934.59 Cr

Performance

Fund5.31%

Cat. Avg.4.69%

Fund5.59%

Cat. Avg.5.63%

Fund9.95%

Cat. Avg.9.35%

Fund8.99%

Cat. Avg.8.49%

10Y

Fund9.60%

Cat. Avg.8.28%

Fund9.27%

Cat. Avg.9.09%

Fund Facts

Manager(s)

Mr. Devang Shah

Beta

0.74

Std Dev

3.87%

Taxation

Within 1 Year (STCG (Short Term)):20%

After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	YTM	Val (Cr)	% Assets
1	Net Receivables / (Payables)	CASH	Others		Others		274.16	32.26%
2	Reliance Industries Limited	Equity	Listed	Large Cap	Petroleum Products		79.16	9.32%
3	Clearing Corporation of India Ltd	CASH	CCIL		CCIL	6.27%	68.77	8.09%
4	HDFC Bank Limited	Equity	Listed	Large Cap	Banks		59.28	6.98%
5	ICICI Bank Limited	Equity	Listed	Large Cap	Banks		50.35	5.93%
6	7.18% Government of India (14/08/2033)	DEBT	G-Sec		Sovereign	7.22%	40.20	4.73%
7	7.1% Government of India (08/04/2034)	DEBT	G-Sec		Sovereign	7.15%	35.16	4.14%
8	Axis Money Market Fund - Direct Plan - Growth Option	Mutual Fund	Mutual Fund Units		Mutual Fund Units		25.42	2.99%
9	Bank of Baroda (16/09/2026)	DEBT	CD		IND A1	7.25%	24.19	2.85%
10	Tata Steel Limited	Equity	Listed	Large Cap	Ferrous Metals		23.74	2.79%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	61878	+3.1%	+6.6%
2Y	07 Aug, 24	1.20 L.	1.27 L.	+6.0%	+6.1%
3Y	07 Aug, 23	1.80 L.	2.01 L.	+11.5%	+7.5%
5Y	09 Aug, 21	3 L.	3.73 L.	+24.5%	+8.9%
10Y	08 Aug, 16	6 L.	9.86 L.	+64.4%	+9.7%
SI	07 Sep, 15	6.55 L.	11.31 L.	+72.7%	+9.7%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	15 Jul, 25	1 L.	1.05 L.	+5.3%	+5.3%
2Y	15 Jul, 24	1 L.	1.12 L.	+11.5%	+5.6%
3Y	17 Jul, 23	1 L.	1.33 L.	+32.6%	+9.9%
5Y	15 Jul, 21	1 L.	1.54 L.	+53.8%	+9.0%
10Y	15 Jul, 16	1 L.	2.50 L.	+150.2%	+9.6%
SI	20 Aug, 15	1 L.	2.63 L.	+163.2%	+9.3%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.