4 ਸਰਵੋਤਮ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਇਕੁਇਟੀ ਬਚਤ ਫੰਡ 2022

Updated on September 28, 2026 , 10886 views

ਇਕੁਇਟੀ ਬਚਤ ਫੰਡ ਦੀ ਹਾਈਬ੍ਰਿਡ ਸ਼੍ਰੇਣੀ ਦੇ ਅਧੀਨ ਆਉਂਦੇ ਹਨਮਿਉਚੁਅਲ ਫੰਡ. ਇਹ ਨਵੀਨਤਮ ਕਿਸਮ ਹੈਸੰਪੱਤੀ ਵੰਡ ਮਿਉਚੁਅਲ ਫੰਡ 2014 ਦੇ ਅਖੀਰ ਵਿੱਚ ਪੇਸ਼ ਕੀਤੇ ਗਏ। ਇਕੁਇਟੀ ਸੇਵਿੰਗ ਫੰਡ ਆਰਬਿਟਰੇਜ, ਇਕੁਇਟੀ ਅਤੇ ਕਰਜ਼ੇ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦੇ ਹਨ। ਇਹ ਫੰਡ ਆਪਣੀ ਕੁੱਲ ਸੰਪੱਤੀ ਦਾ ਘੱਟੋ-ਘੱਟ 65 ਪ੍ਰਤੀਸ਼ਤ ਇਕੁਇਟੀ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰੇਗਾ (ਇਸਦਾ ਜ਼ਿਆਦਾਤਰ ਆਰਬਿਟਰੇਜ ਵਿੱਚ) ਅਤੇ ਬਾਕੀ ਕਰਜ਼ੇ ਦੇ ਯੰਤਰਾਂ ਵਿੱਚ, ਪਰ ਕਰਜ਼ੇ ਵਿੱਚ ਘੱਟੋ ਘੱਟ ਨਿਵੇਸ਼ 10 ਪ੍ਰਤੀਸ਼ਤ ਹੋਣਾ ਚਾਹੀਦਾ ਹੈ। ਇਕੁਇਟੀ ਬਚਤ ਫੰਡ ਨਿਵੇਸ਼ਕਾਂ ਵਿੱਚ ਪ੍ਰਸਿੱਧ ਹੋ ਰਹੇ ਹਨ ਜੋ ਇਕੁਇਟੀ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨਾ ਚਾਹੁੰਦੇ ਹਨ ਪਰ ਉਸੇ ਸਮੇਂ ਸੁਰੱਖਿਅਤ ਰਹਿਣਾ ਚਾਹੁੰਦੇ ਹਨ। ਇਸ ਲਈ, ਆਓ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਕੁਝ ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਇਕੁਇਟੀ ਬਚਤ ਫੰਡਾਂ ਦੇ ਨਾਲ, ਇਸ ਫੰਡ ਬਾਰੇ ਜਾਣੀਏ।

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ਇਕੁਇਟੀ ਬਚਤ ਫੰਡਾਂ ਬਾਰੇ ਸੰਖੇਪ ਜਾਣਕਾਰੀ

ਇਕੁਇਟੀ ਬਚਤ ਫੰਡ ਸਥਿਰ ਪੈਦਾ ਕਰਨ ਦੀ ਕੋਸ਼ਿਸ਼ ਕਰਦੇ ਹਨਆਮਦਨ ਨਾਲਨਿਵੇਸ਼ ਕਰਜ਼ੇ ਦੇ ਯੰਤਰਾਂ ਵਿੱਚ ਅਤੇ ਇਕੁਇਟੀ ਨਿਵੇਸ਼ਾਂ ਦੁਆਰਾ ਸੰਭਾਵੀ ਤੌਰ 'ਤੇ ਉੱਚੇ ਰਿਟਰਨ ਲਈ ਟੀਚਾ ਹੈ। ਇਸ ਤਰ੍ਹਾਂ, ਇਹ ਫੰਡ ਜੋਖਮ ਅਤੇ ਵਾਪਸੀ ਦੋਵਾਂ ਵਿਚਕਾਰ ਸੰਤੁਲਨ ਸਮੀਕਰਨ ਵਜੋਂ ਕੰਮ ਕਰਦੇ ਹਨ।

ਆਦਰਸ਼ਕ ਤੌਰ 'ਤੇ, ਆਰਬਿਟਰੇਜ ਨਕਦ ਅਤੇ ਡੈਰੀਵੇਟਿਵਜ਼ ਵਿੱਚ ਸ਼ੇਅਰਾਂ ਦੀਆਂ ਕੀਮਤਾਂ ਵਿੱਚ ਅੰਤਰ ਦਾ ਫਾਇਦਾ ਉਠਾਉਂਦੀ ਹੈਬਜ਼ਾਰ. ਡੈਰੀਵੇਟਿਵਜ਼ ਦੀ ਵਰਤੋਂ ਸ਼ੁੱਧ ਇਕੁਇਟੀ ਐਕਸਪੋਜ਼ਰ ਨੂੰ ਘਟਾਉਂਦੀ ਹੈ (ਅਰਥਾਤ, ਆਦਰਸ਼ਕ ਤੌਰ 'ਤੇ 20-40 ਪ੍ਰਤੀਸ਼ਤ, ਹਾਲਾਂਕਿ ਇਹ ਫੰਡ ਤੋਂ ਫੰਡ ਵੱਖਰਾ ਹੋ ਸਕਦਾ ਹੈ) ਅਤੇ ਆਮ ਤੌਰ 'ਤੇ ਸੁਰੱਖਿਆ ਕਰਦਾ ਹੈਨਿਵੇਸ਼ਕ ਅਸਥਿਰ ਰਿਟਰਨ ਤੋਂ.

ਕਿਉਂਕਿ, ਇਕੁਇਟੀ ਬਚਤ ਫੰਡਾਂ ਵਿੱਚ 65 ਪ੍ਰਤੀਸ਼ਤ ਇਕੁਇਟੀ ਐਕਸਪੋਜ਼ਰ ਹੈ (ਡੈਰੀਵੇਟਿਵਜ਼ ਨੂੰ ਵਿਚਾਰੇ ਬਿਨਾਂ), ਉਹਨਾਂ ਦਾ ਇਲਾਜ ਇਸ ਅਧੀਨ ਕੀਤਾ ਜਾਂਦਾ ਹੈਇਕੁਇਟੀ ਮਿਉਚੁਅਲ ਫੰਡ ਟੈਕਸ ਇਕੁਇਟੀ ਬਚਤ ਫੰਡਾਂ ਨੂੰ ਰੂੜੀਵਾਦੀ ਨਿਵੇਸ਼ਕਾਂ ਲਈ ਇੱਕ ਆਦਰਸ਼ ਨਿਵੇਸ਼ ਵਿਕਲਪ ਮੰਨਿਆ ਜਾਂਦਾ ਹੈ ਜੋ ਥੋੜ੍ਹੇ ਸਮੇਂ ਲਈ ਭਾਵ 1-3 ਸਾਲਾਂ ਲਈ ਨਿਵੇਸ਼ ਕਰਨਾ ਚਾਹੁੰਦੇ ਹਨ।

ਇਹਨਾਂ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਦੀ ਯੋਜਨਾ ਬਣਾ ਰਹੇ ਨਿਵੇਸ਼ਕਾਂ ਨੂੰ ਏSIP ਰੂਟ ਕਿਉਂਕਿ ਇਹ ਮਾਰਕੀਟ ਦੇ ਸਮੇਂ ਦੀ ਚਿੰਤਾ ਨੂੰ ਦੂਰ ਕਰਦਾ ਹੈ। ਪੋਸਟ-ਸੇਵਾਮੁਕਤੀ ਤੁਸੀਂ ਸਮੇਂ-ਸਮੇਂ 'ਤੇ ਪੂਰਵ-ਨਿਰਧਾਰਤ ਨਿਕਾਸੀ ਨੂੰ ਸਮਰੱਥ ਕਰਨ ਲਈ SWP (ਸਿਸਟਮੈਟਿਕ ਕਢਵਾਉਣ ਦੀ ਯੋਜਨਾ) ਵਿਕਲਪ ਦੀ ਵਰਤੋਂ ਕਰ ਸਕਦੇ ਹੋ।

ਵਿੱਤੀ ਸਾਲ 22 - 23 ਦੇ ਸਿਖਰ ਦੇ 4 ਸਰਵੋਤਮ ਇਕੁਇਟੀ ਬਚਤ ਫੰਡ

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Edelweiss Equity Savings Fund Growth	₹27.2696 ↑ 0.06	₹1,660	1.8	7.6	7	10.1	8.3	8
Tata Equity Savings Fund Growth	₹56.3583 ↑ 0.03	₹285	-0.1	1.8	6.9	9.8	8
Kotak Equity Savings Fund Growth	₹27.2773 ↑ 0.06	₹10,684	0.3	5.3	2.6	8.6	8.7	7.9
Axis Equity Saver Fund Growth	₹22.83 ↑ 0.01	₹889	0	5.1	3.1	7.7	6.2	5.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Sep 26

Research Highlights & Commentary of 4 Funds showcased

Commentary	Edelweiss Equity Savings Fund	Tata Equity Savings Fund	Kotak Equity Savings Fund	Axis Equity Saver Fund
Point 1	Upper mid AUM (₹1,660 Cr).	Bottom quartile AUM (₹285 Cr).	Highest AUM (₹10,684 Cr).	Lower mid AUM (₹889 Cr).
Point 2	Established history (11+ yrs).	Oldest track record among peers (29 yrs).	Established history (11+ yrs).	Established history (11+ yrs).
Point 3	Not Rated.	Not Rated.	Not Rated.	Not Rated.
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 8.31% (upper mid).	5Y return: 8.02% (lower mid).	5Y return: 8.68% (top quartile).	5Y return: 6.21% (bottom quartile).
Point 6	3Y return: 10.05% (top quartile).	3Y return: 9.85% (upper mid).	3Y return: 8.59% (lower mid).	3Y return: 7.67% (bottom quartile).
Point 7	1Y return: 6.99% (top quartile).	1Y return: 6.88% (upper mid).	1Y return: 2.61% (bottom quartile).	1Y return: 3.12% (lower mid).
Point 8	1M return: -0.47% (upper mid).	1M return: 0.34% (top quartile).	1M return: -1.11% (lower mid).	1M return: -1.98% (bottom quartile).
Point 9	Alpha: 0.00 (top quartile).	Alpha: 0.00 (upper mid).	Alpha: 0.00 (lower mid).	Alpha: 0.00 (bottom quartile).
Point 10	Sharpe: 0.49 (top quartile).	Sharpe: 0.00 (lower mid).	Sharpe: 0.04 (upper mid).	Sharpe: -0.03 (bottom quartile).

Edelweiss Equity Savings Fund

Upper mid AUM (₹1,660 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 8.31% (upper mid).
3Y return: 10.05% (top quartile).
1Y return: 6.99% (top quartile).
1M return: -0.47% (upper mid).
Alpha: 0.00 (top quartile).
Sharpe: 0.49 (top quartile).

Tata Equity Savings Fund

Bottom quartile AUM (₹285 Cr).
Oldest track record among peers (29 yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 8.02% (lower mid).
3Y return: 9.85% (upper mid).
1Y return: 6.88% (upper mid).
1M return: 0.34% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: 0.00 (lower mid).

Kotak Equity Savings Fund

Highest AUM (₹10,684 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 8.68% (top quartile).
3Y return: 8.59% (lower mid).
1Y return: 2.61% (bottom quartile).
1M return: -1.11% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.04 (upper mid).

Axis Equity Saver Fund

Lower mid AUM (₹889 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 6.21% (bottom quartile).
3Y return: 7.67% (bottom quartile).
1Y return: 3.12% (lower mid).
1M return: -1.98% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.03 (bottom quartile).

*ਉੱਪਰ ਵਧੀਆ ਦੀ ਸੂਚੀ ਹੈਇਕੁਇਟੀ ਬਚਤ ਉਪਰੋਕਤ AUM/ਨੈੱਟ ਸੰਪਤੀਆਂ ਵਾਲੇ ਫੰਡ100 ਕਰੋੜ. 'ਤੇ ਛਾਂਟੀ ਕੀਤੀਪਿਛਲੇ 3 ਸਾਲ ਦੀ ਵਾਪਸੀ.

1. Edelweiss Equity Savings Fund

(Erstwhile Edelweiss Equity Savings Advantage Fund)

"The investment objective of the scheme is to provide capital appreciation and income distribution tothe investors by using equity and equity related instruments, arbitrage opportunities, and investments in debt and money market instruments"

Research Highlights for Edelweiss Equity Savings Fund

Upper mid AUM (₹1,660 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 8.31% (upper mid).
3Y return: 10.05% (top quartile).
1Y return: 6.99% (top quartile).
1M return: -0.47% (upper mid).
Alpha: 0.00 (top quartile).
Sharpe: 0.49 (top quartile).
Information ratio: 0.00 (top quartile).

Below is the key information for Edelweiss Equity Savings Fund

Edelweiss Equity Savings Fund Growth
Launch Date	13 Oct 14
NAV (30 Sep 26)	₹27.2696 ↑ 0.06 (0.23 %)
Net Assets (Cr)	₹1,660 on 31 Aug 26
Category	Hybrid - Equity Savings
AMC	Edelweiss Asset Management Limited
Rating	Not Rated
Risk	Moderately High
Expense Ratio	1.58
Sharpe Ratio	0.49
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	1,000
Exit Load	0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Sep 21	₹10,000
30 Sep 22	₹10,098
30 Sep 23	₹11,181
30 Sep 24	₹13,151
30 Sep 25	₹13,929

Edelweiss Equity Savings Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357 Invest Now

Returns for Edelweiss Equity Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Sep 26

Duration	Returns
1 Month	-0.5%
3 Month	1.8%
6 Month	7.6%
1 Year	7%
3 Year	10.1%
5 Year	8.3%
10 Year
15 Year
Since launch	8.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	8%
2023	13.4%
2022	12.9%
2021	3.2%
2020	11.7%
2019	13%
2018	7%
2017	3.8%
2016	15.1%
2015	4.6%

Fund Manager information for Edelweiss Equity Savings Fund

Name	Since	Tenure
Kedar Karnik	15 Jan 26	0.63 Yr.
Bhavesh Jain	1 Oct 21	4.92 Yr.
Bharat Lahoti	18 Sep 17	8.96 Yr.
Rahul Dedhia	1 Jul 24	2.17 Yr.

Data below for Edelweiss Equity Savings Fund as on 31 Aug 26

Asset Allocation

Asset Class	Value
Cash	55.21%
Equity	32.6%
Debt	12.17%
Other	0.02%

Equity Sector Allocation

Sector	Value
Financial Services	9.5%
Real Estate	4.46%
Consumer Cyclical	3.79%
Industrials	3.59%
Health Care	3.21%
Basic Materials	2.29%
Utility	1.72%
Technology	1.27%
Communication Services	1.02%
Consumer Defensive	0.88%
Energy	0.86%

Debt Sector Allocation

Sector	Value
Cash Equivalent	50.62%
Corporate	11.23%
Government	4.02%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 28 Feb 18 \| HDFCBANK	5%	₹84 Cr	1,182,164 ↑ 119,600
Future on Steel Authority Of India Ltd Derivatives \| -	5%	-₹79 Cr	3,999,700
Steel Authority Of India Ltd (Basic Materials) Equity, Since 30 Sep 25 \| SAIL	5%	₹78 Cr	3,999,700
Future on HDFC Bank Ltd Derivatives \| -	5%	-₹75 Cr	1,053,650 ↑ 119,600
Edelweiss Ultra Short to S/T Dir Gr Investment Fund \| -	4%	₹63 Cr	567,155 ↑ 226,891
ICICI Bank Ltd (Financial Services) Equity, Since 28 Feb 18 \| ICICIBANK	3%	₹57 Cr	389,729
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Dec 19 \| BHARTIARTL	3%	₹53 Cr	291,755
Hdb Financial Services Limited Debentures \| -	3%	₹50 Cr	5,000,000
Reliance Industries Ltd (Energy) Equity, Since 30 Jun 21 \| RELIANCE	3%	₹47 Cr	370,751
Future on Bharti Airtel Ltd Derivatives \| -	3%	-₹46 Cr	246,525

2. Tata Equity Savings Fund

(Erstwhile TATA Regular Savings Equity Fund)

The investment objective of the scheme is to provide long term capital appreciation and income distribution to the investors by predominantly investing in equity and equity related instruments, equity arbitrage opportunities and investments in debt and money market instruments. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.

Research Highlights for Tata Equity Savings Fund

Bottom quartile AUM (₹285 Cr).
Oldest track record among peers (29 yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 8.02% (lower mid).
3Y return: 9.85% (upper mid).
1Y return: 6.88% (upper mid).
1M return: 0.34% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: 0.00 (lower mid).
Information ratio: 0.00 (upper mid).

Below is the key information for Tata Equity Savings Fund

Tata Equity Savings Fund Growth
Launch Date	23 Jul 97
NAV (20 Feb 26)	₹56.3583 ↑ 0.03 (0.06 %)
Net Assets (Cr)	₹285 on 31 Jan 26
Category	Hybrid - Equity Savings
AMC	Tata Asset Management Limited
Rating	Not Rated
Risk	Moderately High
Expense Ratio	1.13
Sharpe Ratio	0
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	150
Exit Load	0-90 Days (0.25%),90 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value

Tata Equity Savings Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357 Invest Now

Returns for Tata Equity Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Sep 26

Duration	Returns
1 Month	0.3%
3 Month	-0.1%
6 Month	1.8%
1 Year	6.9%
3 Year	9.8%
5 Year	8%
10 Year
15 Year
Since launch	8.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015

Fund Manager information for Tata Equity Savings Fund

Name	Since	Tenure

Data below for Tata Equity Savings Fund as on 31 Jan 26

Asset Allocation

Asset Class	Value

Equity Sector Allocation

Sector	Value

Debt Sector Allocation

Sector	Value

Credit Quality

Rating	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

3. Kotak Equity Savings Fund

The investment objective of the scheme is to generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and enhance returns with a moderate exposure in equity & equity related instruments.There is no assurance or guarantee that the investment objective of the scheme will be achieved.

Research Highlights for Kotak Equity Savings Fund

Highest AUM (₹10,684 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 8.68% (top quartile).
3Y return: 8.59% (lower mid).
1Y return: 2.61% (bottom quartile).
1M return: -1.11% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.04 (upper mid).
Information ratio: 0.00 (lower mid).

Below is the key information for Kotak Equity Savings Fund

Kotak Equity Savings Fund Growth
Launch Date	13 Oct 14
NAV (30 Sep 26)	₹27.2773 ↑ 0.06 (0.20 %)
Net Assets (Cr)	₹10,684 on 31 Aug 26
Category	Hybrid - Equity Savings
AMC	Kotak Mahindra Asset Management Co Ltd
Rating	Not Rated
Risk	Moderately High
Expense Ratio	1.75
Sharpe Ratio	0.04
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	1,000
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Sep 21	₹10,000
30 Sep 22	₹10,534
30 Sep 23	₹11,840
30 Sep 24	₹14,242
30 Sep 25	₹14,774

Kotak Equity Savings Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357 Invest Now

Returns for Kotak Equity Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Sep 26

Duration	Returns
1 Month	-1.1%
3 Month	0.3%
6 Month	5.3%
1 Year	2.6%
3 Year	8.6%
5 Year	8.7%
10 Year
15 Year
Since launch	8.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	7.9%
2023	11.7%
2022	15.7%
2021	6.8%
2020	11.1%
2019	10.4%
2018	7.8%
2017	4.2%
2016	14%
2015	6.5%

Fund Manager information for Kotak Equity Savings Fund

Name	Since	Tenure
Abhishek Bisen	13 Oct 14	11.89 Yr.
Devender Singhal	1 Apr 21	5.42 Yr.
Hiten Shah	3 Oct 19	6.92 Yr.

Data below for Kotak Equity Savings Fund as on 31 Aug 26

Asset Allocation

Asset Class	Value
Cash	49.73%
Equity	38.82%
Debt	11.43%
Other	0.02%

Equity Sector Allocation

Sector	Value
Financial Services	9.92%
Consumer Cyclical	8.68%
Consumer Defensive	5%
Communication Services	4.34%
Technology	3.05%
Utility	2.48%
Industrials	2.35%
Real Estate	2.23%
Basic Materials	2.15%
Energy	1.26%
Health Care	0.02%

Debt Sector Allocation

Sector	Value
Cash Equivalent	45.19%
Corporate	11.07%
Government	4.9%

Credit Quality

Rating	Value
AA	8.25%
AAA	91.75%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Kotak Liquid Dir Gr Investment Fund \| -	7%	₹789 Cr	1,377,297 ↑ 192,493
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 17 \| BHARTIARTL	5%	₹550 Cr	3,035,145 ↑ 46,075
Indus Towers Ltd Ordinary Shares (Communication Services) Equity, Since 30 Jun 24 \| 534816	3%	₹368 Cr	9,470,298 ↓ -3,400
One97 Communications Ltd (Technology) Equity, Since 30 Nov 25 \| PAYTM	3%	₹337 Cr	1,964,750 ↓ -8,700
Bharti Airtel Ltd-SEP2026 Derivatives \| -	3%	-₹335 Cr	1,788,375 ↑ 1,788,375
ONE 97 COMMUNICATIONS LTD.-SEP2026 Derivatives \| -	3%	-₹332 Cr	1,964,750 ↑ 1,964,750
State Bank of India (Financial Services) Equity, Since 30 Apr 24 \| SBIN	3%	₹320 Cr	3,014,289 ↑ 100,000
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Oct 14 \| MARUTI	3%	₹291 Cr	214,988 ↑ 2,900
HDFC Bank Ltd.-SEP2026 Derivatives \| -	3%	-₹287 Cr	4,014,400 ↑ 4,014,400
Future on Nifty 50 - \| -	3%	-₹285 Cr	117,455 ↑ 117,455

4. Axis Equity Saver Fund

The investment objective of the scheme is to provide capital appreciation and income distribution to the investors by using equity and equity related instruments, arbitrage opportunities, and investments in debt and money market instruments. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.

Research Highlights for Axis Equity Saver Fund

Lower mid AUM (₹889 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 6.21% (bottom quartile).
3Y return: 7.67% (bottom quartile).
1Y return: 3.12% (lower mid).
1M return: -1.98% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.03 (bottom quartile).
Information ratio: 0.00 (bottom quartile).

Below is the key information for Axis Equity Saver Fund

Axis Equity Saver Fund Growth
Launch Date	14 Aug 15
NAV (30 Sep 26)	₹22.83 ↑ 0.01 (0.04 %)
Net Assets (Cr)	₹889 on 31 Jul 26
Category	Hybrid - Equity Savings
AMC	Axis Asset Management Company Limited
Rating	Not Rated
Risk	Moderately High
Expense Ratio	2.28
Sharpe Ratio	-0.03
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	1,000
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Sep 21	₹10,000
30 Sep 22	₹9,870
30 Sep 23	₹10,829
30 Sep 24	₹12,954
30 Sep 25	₹13,108

Axis Equity Saver Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹357,992.
Net Profit of ₹57,992 Invest Now

Returns for Axis Equity Saver Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Sep 26

Duration	Returns
1 Month	-2%
3 Month	0%
6 Month	5.1%
1 Year	3.1%
3 Year	7.7%
5 Year	6.2%
10 Year
15 Year
Since launch	7.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	5.4%
2023	11.1%
2022	14.6%
2021	-0.2%
2020	13.3%
2019	11.6%
2018	8.3%
2017	5.2%
2016	14.7%
2015	2.4%

Fund Manager information for Axis Equity Saver Fund

Name	Since	Tenure
Devang Shah	5 Apr 24	2.41 Yr.
Hardik Shah	1 Feb 23	3.58 Yr.
Mayank Hyanki	5 Apr 24	2.41 Yr.
Krishnaa N	16 Dec 24	1.71 Yr.

Data below for Axis Equity Saver Fund as on 31 Jul 26

Asset Allocation

Asset Class	Value
Cash	38.27%
Equity	40.62%
Debt	21.1%
Other	0.01%

Equity Sector Allocation

Sector	Value
Financial Services	23.03%
Energy	7.04%
Health Care	5.64%
Industrials	4.22%
Communication Services	2.2%
Real Estate	2.08%
Technology	1.98%
Basic Materials	1.64%
Consumer Cyclical	1.19%
Consumer Defensive	0.82%
Utility	0.58%

Debt Sector Allocation

Sector	Value
Cash Equivalent	36.67%
Corporate	12.33%
Government	10.37%

Credit Quality

Rating	Value
A	12.19%
AA	32.44%
AAA	55.37%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Future on BANK Index - \| -	12%	-₹103 Cr	3,118,775 ↑ 104,650
ICICI Bank Ltd (Financial Services) Equity, Since 30 Sep 18 \| ICICIBANK	7%	₹65 Cr	444,804
Reliance Industries Ltd (Energy) Equity, Since 31 Aug 15 \| RELIANCE	7%	₹59 Cr	461,500 ↓ -114,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Aug 15 \| HDFCBANK	5%	₹45 Cr	631,122 ↑ 104,650
7.18% Govt Stock 2033 Sovereign Bonds \| -	5%	₹41 Cr	4,000,000
Future on Reliance Chemotex Industries Ltd Derivatives \| -	5%	-₹40 Cr	309,000 ↑ 309,000
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Aug 15 \| KOTAKBANK	3%	₹27 Cr	654,247
Axis Money Market Dir Gr Investment Fund \| -	3%	₹26 Cr	168,087
Tata Steel Ltd (Basic Materials) Equity, Since 30 Apr 21 \| TATASTEEL	3%	₹26 Cr	1,387,500
7.1% Govt Stock 2034 Sovereign Bonds \| -	3%	₹25 Cr	2,500,000 ↓ -1,000,000

Disclaimer:
ਇਹ ਯਕੀਨੀ ਬਣਾਉਣ ਲਈ ਸਾਰੇ ਯਤਨ ਕੀਤੇ ਗਏ ਹਨ ਕਿ ਇੱਥੇ ਦਿੱਤੀ ਗਈ ਜਾਣਕਾਰੀ ਸਹੀ ਹੈ। ਹਾਲਾਂਕਿ, ਡੇਟਾ ਦੀ ਸ਼ੁੱਧਤਾ ਬਾਰੇ ਕੋਈ ਗਾਰੰਟੀ ਨਹੀਂ ਦਿੱਤੀ ਗਈ ਹੈ। ਕਿਰਪਾ ਕਰਕੇ ਕੋਈ ਵੀ ਨਿਵੇਸ਼ ਕਰਨ ਤੋਂ ਪਹਿਲਾਂ ਸਕੀਮ ਜਾਣਕਾਰੀ ਦਸਤਾਵੇਜ਼ ਨਾਲ ਤਸਦੀਕ ਕਰੋ।