Analytics, not advice. Rankings and scores describe past performance and are not recommendations.
Axis Equity Savings Fund vs BAJAJ FINSERV EQUITY SAVINGS FUND
Side-by-side comparison from public AMFI data — returns, ratings, costs and portfolio overlap. Analytics, not advice.
| Axis Equity Savings Fund | BAJAJ FINSERV EQUITY SAVINGS FUND | |
|---|---|---|
| Category | Equity Savings | Equity Savings |
| Fund house | Axis Mutual Fund | Bajaj Finserv Mutual Fund |
| Latest NAV | ₹26.74 | ₹10.56 |
| Inception | 14 May 2026 | 14 May 2026 |
| AUM | — | — |
| Expense ratio | 1.52% | — |
| FundScore | strong · p92 | weak · p12 |
| 1 year | 6.87% | — |
| 3 years (CAGR) | 10.41% | — |
| 5 years (CAGR) | 8.55% | — |
| Since inception | 9.33% | 5.40% |
Higher return figures highlighted. Past performance does not predict future returns.
Year-by-year returns
| Year | Axis Equity Savings Fund | BAJAJ FINSERV EQUITY SAVINGS FUND |
|---|---|---|
| 2026 | 3.12% | 3.35% |
| 2025 | 6.41% | 1.97% |
| 2024 | 12.47% | — |
| 2023 | 15.77% | — |
| 2022 | 0.49% | — |
| 2021 | 14.73% | — |
| 2020 | 12.91% | — |
| 2019 | 9.44% | — |
These two funds share 21.82% of their portfolios at the stock level.
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