Axis Equity Savings Fund Direct Growth
Scheme code: INF846K01VJ3
NAV value:
₹ 25.0500
NAV date: 19 March, 2026
TER: 1.05%
Fund option: Direct
Fund type: Growth
Asset class: Hybrid
Asset category: Equity Savings
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -9.52 | 36.42 | 9.61 | 10.29 | 8.62 |
| 3 year | 2.64 | 15.14 | 10.24 | 10.11 | 10.96 |
| 5 year | 6.96 | 14.77 | 10.41 | 10.43 | 10.67 |
| 7 year | 8.83 | 11.25 | 10.17 | 10.05 | 9.71 |
| 10 year | 9.65 | 10.54 | 9.96 | 9.97 | 9.24 |
SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,54,738 - Absolute Returns: ₹54,738 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹41,72,203 - Absolute Returns: ₹5,72,203 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹77,70,957 - Absolute Returns: ₹17,70,957 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,21,42,927 - Absolute Returns: ₹37,42,927 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,03,54,159 - Absolute Returns: ₹83,54,159 - CAGR: %Drawdown Metrics
Max Drawdown
-17.56 %
Drawdown Duration
1 months
Recovery Time
7 months
Avg Drawdown
-1.57 %
Calmar Ratio by Duration
1
Y
0.5859
3
Y
0.5757
5
Y
0.5939
7
Y
0.5723
10
Y
0.5677