Axis ELSS Tax Saver Fund - Regular Plan - Growth
Fund House: Axis Mutual Fund| Category: Equity: ELSS |
| Launch Date: 05-12-2009 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| TER: 1.53% As on (30-06-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500 |
| Minimum Topup: 500 |
| Total Assets: 36,277.24 Cr As on 30-06-2025(Source:AMFI) |
| Turn over: 39% | Exit Load: Nil |
96.0671
0.57 (0.5919%)
15.62%
Benchmark: 12.49%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
4 Years 5 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The investment objective of the scheme is to generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related securities. However, there can be no assurance that the investment of the scheme will be achieved.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 14.79 |
| Sharpe Ratio | 0.87 |
| Alpha | -2.11 |
| Beta | 0.96 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Axis ELSS Tax Saver Fund - Regular Plan - Growth | 05-12-2009 | 1.48 | 15.86 | 13.26 | 16.48 | 11.89 |
| HSBC Tax Saver Equity Fund - Growth | 05-01-2007 | 8.87 | 24.45 | 20.32 | 22.91 | 13.4 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 6.69 | 22.86 | - | - | - |
| Parag Parikh ELSS Tax Saver Fund- Regular Growth | 07-07-2019 | 5.77 | 20.06 | 19.62 | 22.94 | - |
| Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option | 05-01-2015 | 5.45 | 29.47 | 27.22 | 26.44 | 16.39 |
Scheme Characteristics
Minimum investment in equity & equity related instruments - 80% of total assets (in accordance with Equity Linked Saving Scheme, 2005 notified by Ministry of Finance).
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
3.48%
Others
2.69%
Large Cap
75.88%
Mid Cap
17.97%
