4 బెస్ట్ పెర్ఫార్మింగ్ ఈక్విటీ సేవింగ్స్ ఫండ్స్ 2022

Updated on December 16, 2025 , 10212 views

ఈక్విటీ సేవింగ్స్ ఫండ్స్ హైబ్రిడ్ కేటగిరీ కిందకు వస్తాయిమ్యూచువల్ ఫండ్స్. ఇది తాజా రకంఆస్తి కేటాయింపు మ్యూచువల్ ఫండ్స్ 2014 చివరలో ప్రవేశపెట్టబడ్డాయి. ఈక్విటీ సేవింగ్స్ ఫండ్స్ ఆర్బిట్రేజ్, ఈక్విటీ మరియు డెట్‌లో పెట్టుబడి పెడతాయి. ఈ ఫండ్ దాని మొత్తం ఆస్తులలో కనీసం 65 శాతం ఈక్విటీలలో పెట్టుబడి పెడుతుంది (అందులో ఎక్కువ భాగం ఆర్బిట్రేజీలో) మరియు మిగిలిన రుణ సాధనాల్లో పెట్టుబడి పెడుతుంది, అయితే రుణంలో కనీస పెట్టుబడి 10 శాతం ఉండాలి. ఈక్విటీలో పెట్టుబడి పెట్టాలనుకునే పెట్టుబడిదారులలో ఈక్విటీ సేవింగ్స్ ఫండ్లు బాగా ప్రాచుర్యం పొందుతున్నాయి, అదే సమయంలో సురక్షితంగా ఉండాలని కోరుకుంటాయి. కాబట్టి, పెట్టుబడి పెట్టడానికి అత్యుత్తమ పనితీరు కనబరుస్తున్న ఈక్విటీ సేవింగ్స్ ఫండ్స్‌తో పాటు ఈ ఫండ్ గురించి తెలుసుకుందాం.

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ఈక్విటీ సేవింగ్స్ ఫండ్స్ గురించి ఒక అవలోకనం

ఈక్విటీ సేవింగ్స్ ఫండ్స్ స్థిరంగా ఉత్పత్తి చేయడానికి ప్రయత్నిస్తాయిఆదాయం ద్వారాపెట్టుబడి పెడుతున్నారు రుణ సాధనాల్లో మరియు ఈక్విటీ పెట్టుబడుల ద్వారా అధిక రాబడిని పొందే లక్ష్యంతో. అందువల్ల, ఈ ఫండ్‌లు రిస్క్ మరియు రిటర్న్ రెండింటి మధ్య బ్యాలెన్సింగ్ ఈక్వేషన్‌గా పనిచేస్తాయి.

ఆదర్శవంతంగా, మధ్యవర్తిత్వం నగదు మరియు డెరివేటివ్‌లలోని షేర్ల ధరల వ్యత్యాసాన్ని సద్వినియోగం చేసుకుంటుందిసంత. డెరివేటివ్‌ల వాడకం నికర ఈక్విటీ ఎక్స్‌పోజర్‌ను తగ్గిస్తుంది (అనగా, ఆదర్శంగా 20-40 శాతం, అయితే ఇది ఫండ్‌ను బట్టి మారవచ్చు) మరియు సాధారణంగా రక్షిస్తుందిపెట్టుబడిదారుడు అస్థిర రాబడి నుండి.

ఈక్విటీ సేవింగ్స్ ఫండ్స్ ఈక్విటీ ఎక్స్‌పోజర్‌లో 65 శాతం (డెరివేటివ్‌లను పరిగణనలోకి తీసుకోకుండా) కలిగి ఉన్నందున, అవి కింద పరిగణించబడతాయిఈక్విటీ మ్యూచువల్ ఫండ్స్ పన్ను విధింపు. ఈక్విటీ సేవింగ్స్ ఫండ్‌లు స్వల్పకాలానికి అంటే 1-3 సంవత్సరాల పాటు పెట్టుబడి పెట్టాలనుకునే సంప్రదాయవాద పెట్టుబడిదారులకు ఆదర్శవంతమైన పెట్టుబడి ఎంపికగా పరిగణించబడతాయి.

ఈ ఫండ్స్‌లో ఇన్వెస్ట్ చేయడానికి ప్లాన్ చేసే ఇన్వెస్టర్లు ఒక తీసుకోవాలిSIP మార్గం ఎందుకంటే ఇది మార్కెట్ సమయం గురించి ఆందోళనను తొలగిస్తుంది. పోస్ట్-పదవీ విరమణ మీరు ఆవర్తన వ్యవధిలో ఉపసంహరణలను ముందుగా నిర్ణయించడానికి SWP (సిస్టమాటిక్ ఉపసంహరణ ప్రణాళిక) ఎంపికను ఉపయోగించవచ్చు.

టాప్ 4 ఉత్తమ ఈక్విటీ సేవింగ్స్ ఫండ్స్ FY 22 - 23

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Kotak Equity Savings Fund Growth	₹26.9674 ↓ -0.01	₹9,023	0.8	4.4	5.8	11.3	10.5	11.7
Edelweiss Equity Savings Fund Growth	₹25.9977 ↑ 0.02	₹1,028	1.3	4.6	8.2	11.1	9.9	13.4
SBI Equity Savings Fund Growth	₹24.2571 ↓ -0.03	₹5,993	0.2	1.8	3.5	10.9	9.9	12
Axis Equity Saver Fund Growth	₹22.65	₹924	1.1	3.2	4.3	10	8.8	11.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Dec 25

Research Highlights & Commentary of 4 Funds showcased

Commentary	Kotak Equity Savings Fund	Edelweiss Equity Savings Fund	SBI Equity Savings Fund	Axis Equity Saver Fund
Point 1	Highest AUM (₹9,023 Cr).	Lower mid AUM (₹1,028 Cr).	Upper mid AUM (₹5,993 Cr).	Bottom quartile AUM (₹924 Cr).
Point 2	Oldest track record among peers (11 yrs).	Established history (11+ yrs).	Established history (10+ yrs).	Established history (10+ 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: 10.50% (top quartile).	5Y return: 9.88% (upper mid).	5Y return: 9.88% (lower mid).	5Y return: 8.78% (bottom quartile).
Point 6	3Y return: 11.31% (top quartile).	3Y return: 11.15% (upper mid).	3Y return: 10.95% (lower mid).	3Y return: 9.97% (bottom quartile).
Point 7	1Y return: 5.78% (upper mid).	1Y return: 8.17% (top quartile).	1Y return: 3.51% (bottom quartile).	1Y return: 4.28% (lower mid).
Point 8	1M return: -0.92% (lower mid).	1M return: -0.09% (top quartile).	1M return: -1.06% (bottom quartile).	1M return: -0.26% (upper mid).
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: 0.26 (upper mid).	Sharpe: 0.67 (top quartile).	Sharpe: -0.11 (lower mid).	Sharpe: -0.18 (bottom quartile).

Kotak Equity Savings Fund

Highest AUM (₹9,023 Cr).
Oldest track record among peers (11 yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 10.50% (top quartile).
3Y return: 11.31% (top quartile).
1Y return: 5.78% (upper mid).
1M return: -0.92% (lower mid).
Alpha: 0.00 (top quartile).
Sharpe: 0.26 (upper mid).

Edelweiss Equity Savings Fund

Lower mid AUM (₹1,028 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 9.88% (upper mid).
3Y return: 11.15% (upper mid).
1Y return: 8.17% (top quartile).
1M return: -0.09% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: 0.67 (top quartile).

SBI Equity Savings Fund

Upper mid AUM (₹5,993 Cr).
Established history (10+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 9.88% (lower mid).
3Y return: 10.95% (lower mid).
1Y return: 3.51% (bottom quartile).
1M return: -1.06% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: -0.11 (lower mid).

Axis Equity Saver Fund

Bottom quartile AUM (₹924 Cr).
Established history (10+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 8.78% (bottom quartile).
3Y return: 9.97% (bottom quartile).
1Y return: 4.28% (lower mid).
1M return: -0.26% (upper mid).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.18 (bottom quartile).

*పైన ఉత్తమ జాబితా ఉందిఈక్విటీ సేవింగ్స్ పైన AUM/నికర ఆస్తులను కలిగి ఉన్న నిధులు100 కోట్లు. క్రమబద్ధీకరించబడిందిగత 3 సంవత్సరాల రిటర్న్.

1. 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 (₹9,023 Cr).
Oldest track record among peers (11 yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 10.50% (top quartile).
3Y return: 11.31% (top quartile).
1Y return: 5.78% (upper mid).
1M return: -0.92% (lower mid).
Alpha: 0.00 (top quartile).
Sharpe: 0.26 (upper mid).
Information ratio: 0.00 (top quartile).

Below is the key information for Kotak Equity Savings Fund

Kotak Equity Savings Fund Growth
Launch Date	13 Oct 14
NAV (18 Dec 25)	₹26.9674 ↓ -0.01 (-0.04 %)
Net Assets (Cr)	₹9,023 on 31 Oct 25
Category	Hybrid - Equity Savings
AMC	Kotak Mahindra Asset Management Co Ltd
Rating	Not Rated
Risk	Moderately High
Expense Ratio	1.75
Sharpe Ratio	0.26
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 Nov 20	₹10,000
30 Nov 21	₹11,289
30 Nov 22	₹12,174
30 Nov 23	₹13,611
30 Nov 24	₹15,767
30 Nov 25	₹16,882

Kotak Equity Savings Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578 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 18 Dec 25

Duration	Returns
1 Month	-0.9%
3 Month	0.8%
6 Month	4.4%
1 Year	5.8%
3 Year	11.3%
5 Year	10.5%
10 Year
15 Year
Since launch	9.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	11.7%
2023	15.7%
2022	6.8%
2021	11.1%
2020	10.4%
2019	7.8%
2018	4.2%
2017	14%
2016	6.5%
2015	6.4%

Fund Manager information for Kotak Equity Savings Fund

Name	Since	Tenure
Abhishek Bisen	13 Oct 14	11.06 Yr.
Devender Singhal	1 Apr 21	4.59 Yr.
Hiten Shah	3 Oct 19	6.08 Yr.

Data below for Kotak Equity Savings Fund as on 31 Oct 25

Asset Allocation

Asset Class	Value
Cash	50.34%
Equity	34.37%
Debt	14.41%
Other	0.88%

Equity Sector Allocation

Sector	Value
Financial Services	19.4%
Consumer Cyclical	11.26%
Communication Services	10.2%
Basic Materials	5.2%
Consumer Defensive	4.95%
Industrials	4.26%
Utility	3.85%
Energy	3.19%
Technology	3.09%
Health Care	0.87%
Real Estate	0.34%

Debt Sector Allocation

Sector	Value
Cash Equivalent	48.54%
Corporate	9.48%
Government	5%
Securitized	1.73%

Credit Quality

Rating	Value
AA	10.8%
AAA	89.2%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
State Bank of India (Financial Services) Equity, Since 30 Apr 24 \| SBIN	7%	₹618 Cr	6,590,789
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 17 \| BHARTIARTL	6%	₹504 Cr	2,450,780 ↓ -100,000
Kotak Liquid Dir Gr Investment Fund \| -	5%	₹446 Cr	820,551
Cnx Nifty-Nov2025 - \| -	4%	-₹389 Cr	150,000 ↑ 150,000
STATE BANK OF INDIA-NOV2025 Derivatives \| -	4%	-₹384 Cr	4,077,750 ↑ 4,077,750
Bharti Airtel Ltd-NOV2025 Derivatives \| -	4%	-₹365 Cr	1,767,000 ↑ 1,767,000
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Oct 14 \| MARUTI	4%	₹336 Cr	207,838 ↑ 6,850
Indus Towers Ltd Ordinary Shares (Communication Services) Equity, Since 30 Jun 24 \| 534816	4%	₹328 Cr	9,028,198
Hero MotoCorp Ltd (Consumer Cyclical) Equity, Since 31 May 22 \| HEROMOTOCO	3%	₹288 Cr	520,000
ITC Ltd (Consumer Defensive) Equity, Since 31 Oct 14 \| ITC	3%	₹232 Cr	5,520,219 ↑ 3,000,000

2. 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

Lower mid AUM (₹1,028 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 9.88% (upper mid).
3Y return: 11.15% (upper mid).
1Y return: 8.17% (top quartile).
1M return: -0.09% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: 0.67 (top quartile).
Information ratio: 0.00 (upper mid).

Below is the key information for Edelweiss Equity Savings Fund

Edelweiss Equity Savings Fund Growth
Launch Date	13 Oct 14
NAV (18 Dec 25)	₹25.9977 ↑ 0.02 (0.08 %)
Net Assets (Cr)	₹1,028 on 31 Oct 25
Category	Hybrid - Equity Savings
AMC	Edelweiss Asset Management Limited
Rating	Not Rated
Risk	Moderately High
Expense Ratio	1.59
Sharpe Ratio	0.67
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 Nov 20	₹10,000
30 Nov 21	₹11,490
30 Nov 22	₹12,018
30 Nov 23	₹13,163
30 Nov 24	₹15,002
30 Nov 25	₹16,364

Edelweiss Equity Savings Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859 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 18 Dec 25

Duration	Returns
1 Month	-0.1%
3 Month	1.3%
6 Month	4.6%
1 Year	8.2%
3 Year	11.1%
5 Year	9.9%
10 Year
15 Year
Since launch	8.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	13.4%
2023	12.9%
2022	3.2%
2021	11.7%
2020	13%
2019	7%
2018	3.8%
2017	15.1%
2016	4.6%
2015	5.3%

Fund Manager information for Edelweiss Equity Savings Fund

Name	Since	Tenure
Dhawal Dalal	22 Sep 25	0.11 Yr.
Bhavesh Jain	1 Oct 21	4.09 Yr.
Bharat Lahoti	18 Sep 17	8.13 Yr.
Rahul Dedhia	1 Jul 24	1.34 Yr.
Pranavi Kulkarni	1 Aug 24	1.25 Yr.

Data below for Edelweiss Equity Savings Fund as on 31 Oct 25

Asset Allocation

Asset Class	Value
Cash	66.14%
Equity	24.84%
Debt	8.98%
Other	0.03%

Equity Sector Allocation

Sector	Value
Financial Services	21.45%
Basic Materials	10.89%
Energy	5.59%
Industrials	4.94%
Communication Services	4.94%
Consumer Cyclical	4.57%
Technology	4.49%
Health Care	4.04%
Real Estate	1.66%
Consumer Defensive	1.5%
Utility	1.5%

Debt Sector Allocation

Sector	Value
Cash Equivalent	62.05%
Corporate	7.02%
Government	6.05%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Edelweiss Money Market Dir Gr Investment Fund \| -	7%	₹76 Cr	23,697,253
Reliance Industries Ltd (Energy) Equity, Since 30 Jun 21 \| RELIANCE	5%	₹52 Cr	352,751
HDFC Bank Ltd (Financial Services) Equity, Since 28 Feb 18 \| HDFCBANK	4%	₹43 Cr	435,414
Future on Reliance Industries Ltd Derivatives \| -	4%	-₹41 Cr	271,000
Edelweiss Low Duration Dir Gr Investment Fund \| -	3%	₹36 Cr	340,264
Future on UPL Ltd Derivatives \| -	3%	-₹35 Cr	489,155
ICICI Bank Ltd (Financial Services) Equity, Since 28 Feb 18 \| ICICIBANK	3%	₹35 Cr	263,429 ↑ 60,200
UPL Ltd (Basic Materials) Equity, Since 31 May 25 \| UPL	3%	₹35 Cr	489,155
Future on HDFC Bank Ltd Derivatives \| -	3%	-₹31 Cr	306,900
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Dec 19 \| BHARTIARTL	3%	₹26 Cr	126,570

3. SBI Equity Savings Fund

The scheme aims to generate income by investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and capital appreciation through a moderate exposure in equity.

Research Highlights for SBI Equity Savings Fund

Upper mid AUM (₹5,993 Cr).
Established history (10+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 9.88% (lower mid).
3Y return: 10.95% (lower mid).
1Y return: 3.51% (bottom quartile).
1M return: -1.06% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: -0.11 (lower mid).
Information ratio: 0.00 (lower mid).

Below is the key information for SBI Equity Savings Fund

SBI Equity Savings Fund Growth
Launch Date	27 May 15
NAV (18 Dec 25)	₹24.2571 ↓ -0.03 (-0.12 %)
Net Assets (Cr)	₹5,993 on 31 Oct 25
Category	Hybrid - Equity Savings
AMC	SBI Funds Management Private Limited
Rating	Not Rated
Risk	Moderately High
Expense Ratio	1.28
Sharpe Ratio	-0.11
Information Ratio	0
Alpha Ratio	0
Min Investment	1,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Nov 20	₹10,000
30 Nov 21	₹11,684
30 Nov 22	₹12,081
30 Nov 23	₹13,828
30 Nov 24	₹15,747
30 Nov 25	₹16,628

SBI Equity Savings Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859 Invest Now

Returns for SBI 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 18 Dec 25

Duration	Returns
1 Month	-1.1%
3 Month	0.2%
6 Month	1.8%
1 Year	3.5%
3 Year	10.9%
5 Year	9.9%
10 Year
15 Year
Since launch	8.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	12%
2023	17.5%
2022	1.9%
2021	13.2%
2020	11.9%
2019	9.4%
2018	-0.5%
2017	14.6%
2016	6.2%
2015

Fund Manager information for SBI Equity Savings Fund

Name	Since	Tenure
Neeraj Kumar	27 May 15	10.44 Yr.
Nidhi Chawla	1 Jan 22	3.84 Yr.
Mohit Jain	15 May 25	0.47 Yr.
Pradeep Kesavan	1 Jan 24	1.84 Yr.
Vandna Soni	1 Jan 24	1.84 Yr.

Data below for SBI Equity Savings Fund as on 31 Oct 25

Asset Allocation

Asset Class	Value
Cash	29.55%
Equity	46.93%
Debt	23.53%

Equity Sector Allocation

Sector	Value
Financial Services	24.2%
Consumer Cyclical	11.62%
Basic Materials	11.6%
Industrials	6.61%
Energy	5.42%
Real Estate	4.9%
Health Care	2.46%
Consumer Defensive	2.34%
Technology	1.83%
Utility	1.01%
Communication Services	0.44%

Debt Sector Allocation

Sector	Value
Cash Equivalent	29.38%
Corporate	17.57%
Government	6.12%

Credit Quality

Rating	Value
A	2.86%
AA	45.75%
AAA	51.39%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 May 15 \| HDFCBANK	8%	₹453 Cr	4,584,100 ↓ -150,000
Reliance Industries Ltd (Energy) Equity, Since 31 May 15 \| RELIANCE	5%	₹300 Cr	2,019,662 ↓ -200,000
Future on HDFC Bank Ltd Derivatives \| -	5%	-₹299 Cr	3,004,100
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Dec 22 \| KOTAKBANK	3%	₹167 Cr	795,400 ↓ -25,000
Bharti Telecom Limited Debentures \| -	3%	₹155 Cr	15,000
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 16 \| LT	2%	₹147 Cr	365,275
Embassy Office Parks REIT (Real Estate) -, Since 30 Apr 25 \| EMBASSY	2%	₹133 Cr	3,102,830
7.1% Govt Stock 2034 Sovereign Bonds \| -	2%	₹129 Cr	12,500,000
Future on Reliance Industries Ltd Derivatives \| -	2%	-₹118 Cr	791,000
Bank of Baroda (Financial Services) Equity, Since 31 Dec 22 \| 532134	2%	₹114 Cr	4,091,025 ↑ 1,000,000

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

Bottom quartile AUM (₹924 Cr).
Established history (10+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 8.78% (bottom quartile).
3Y return: 9.97% (bottom quartile).
1Y return: 4.28% (lower mid).
1M return: -0.26% (upper mid).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.18 (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 (18 Dec 25)	₹22.65
Net Assets (Cr)	₹924 on 31 Oct 25
Category	Hybrid - Equity Savings
AMC	Axis Asset Management Company Limited
Rating	Not Rated
Risk	Moderately High
Expense Ratio	2.26
Sharpe Ratio	-0.18
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 Nov 20	₹10,000
30 Nov 21	₹11,623
30 Nov 22	₹11,899
30 Nov 23	₹12,983
30 Nov 24	₹14,917
30 Nov 25	₹15,725

Axis Equity Saver 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 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 18 Dec 25

Duration	Returns
1 Month	-0.3%
3 Month	1.1%
6 Month	3.2%
1 Year	4.3%
3 Year	10%
5 Year	8.8%
10 Year
15 Year
Since launch	8.2%

Historical performance (Yearly) on absolute basis

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

Fund Manager information for Axis Equity Saver Fund

Name	Since	Tenure
Devang Shah	5 Apr 24	1.57 Yr.
Hardik Shah	1 Feb 23	2.75 Yr.
Mayank Hyanki	13 May 24	1.47 Yr.
Krishnaa N	16 Dec 24	0.88 Yr.

Data below for Axis Equity Saver Fund as on 31 Oct 25

Asset Allocation

Asset Class	Value
Cash	37.48%
Equity	40.4%
Debt	22.12%

Equity Sector Allocation

Sector	Value
Financial Services	23.77%
Energy	9.81%
Consumer Cyclical	7.57%
Industrials	7.45%
Health Care	6.51%
Basic Materials	5.9%
Technology	3.58%
Communication Services	2.91%
Consumer Defensive	2.55%
Real Estate	1.3%
Utility	1.06%

Debt Sector Allocation

Sector	Value
Cash Equivalent	37.48%
Government	11.14%
Corporate	10.98%

Credit Quality

Rating	Value
A	4.41%
AA	30.93%
AAA	64.66%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Reliance Industries Ltd (Energy) Equity, Since 31 Aug 15 \| RELIANCE	9%	₹88 Cr	589,004
HDFC Bank Ltd (Financial Services) Equity, Since 31 Aug 15 \| HDFCBANK	9%	₹85 Cr	861,322 ↓ -51,700
Future on Reliance Industries Ltd Derivatives \| -	6%	-₹58 Cr	390,500 ↓ -45,000
Hdfc Bank Limited November 2025 Future Derivatives \| -	6%	-₹52 Cr	522,500 ↑ 522,500
7.18% Govt Stock 2033 Sovereign Bonds \| -	4%	₹41 Cr	4,000,000
7.1% Govt Stock 2034 Sovereign Bonds \| -	4%	₹36 Cr	3,500,000
ICICI Bank Ltd (Financial Services) Equity, Since 30 Sep 18 \| ICICIBANK	4%	₹36 Cr	264,304 ↑ 12,100
Bank Nifty Index November 2025 Future - \| -	3%	₹31 Cr	5,250 ↑ 5,250
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Jan 18 \| LT	3%	₹29 Cr	71,439
Shriram Finance Limited Debentures \| -	3%	₹25 Cr	2,500

Disclaimer:
ఇక్కడ అందించిన సమాచారం ఖచ్చితమైనదని నిర్ధారించడానికి అన్ని ప్రయత్నాలు చేయబడ్డాయి. అయినప్పటికీ, డేటా యొక్క ఖచ్చితత్వానికి సంబంధించి ఎటువంటి హామీలు ఇవ్వబడవు. దయచేసి ఏదైనా పెట్టుబడి పెట్టే ముందు పథకం సమాచార పత్రంతో ధృవీకరించండి.