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Axis ELSS Tax Saver Fund - Regular Plan - Growth

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Category: Equity: ELSS
Launch Date: 05-12-2009
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 1.56% As on (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 34,486.59 Cr As on (31-01-2025)
Turn over: 39
NAV as on 11-03-2025

85.8398

0.3 (0.3547%)

CAGR Since Inception

15.18%

NIFTY 500 TRI 12.17%

PERFORMANCE of Axis ELSS Tax Saver Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 10-03-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis ELSS Tax Saver Fund - Regular Plan - Growth 5.21 8.91 12.59 10.53 15.18
NIFTY 500 TRI 0.14 13.75 19.83 12.24 12.17
Equity: ELSS 1.97 14.21 18.86 11.9 13.52

Yearly Performance (%)

Nav Movement

Fund Managers

Shreyash Devalkar, Ashish Naik

Investment Objective

The scheme aims to generate regular long term capital growth from a diversified portfolio of equity and equity related securities. The Scheme Will invest in companies with strong growth & a sustainable business model.

RETURNS CALCULATOR for Axis ELSS Tax Saver Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Axis ELSS Tax Saver Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis ELSS Tax Saver Fund - Regular Plan - Growth 15.43 0.14 -4.59 1.0 - -
Equity: ELSS - - - - - -

PEER COMPARISION of Axis ELSS Tax Saver Fund - Regular Plan - Growth

Compare SIP Compare Lumpsum
Period
Data as on - 10-03-2025
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Axis ELSS Tax Saver Fund - Regular Plan - Growth 05-12-2009 5.21 18.34 8.91 12.59 10.53
LIC MF ELSS Tax Saver-Regular Plan-Growth 31-03-1997 10.57 19.43 13.9 15.62 10.12
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 10.5 25.51 0.0 0.0 0.0
DSP ELSS Tax Saver Fund - Regular Plan - Growth 05-01-2007 8.94 23.62 17.51 22.08 14.39
HSBC ELSS Tax saver Fund - Regular Growth 01-01-2013 8.14 22.62 15.52 18.77 11.84
Parag Parikh ELSS Tax Saver Fund- Regular Growth 07-07-2019 7.74 19.88 16.9 23.33 0.0
JM ELSS Tax Saver Fund (Regular) - Growth option 31-03-2008 6.68 22.76 16.93 20.13 13.62
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 6.39 25.82 20.27 19.5 14.71
HDFC ELSS Tax saver - Growth Plan 05-03-1996 6.09 24.41 21.09 23.72 11.81
SBI Long Term Equity Fund - Regular Plan- Growth 31-03-1993 5.7 29.51 23.41 25.47 13.07

PORTFOLIO ANALYSIS of Axis ELSS Tax Saver Fund - Regular Plan - Growth

Asset Allocation (%)