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 (31-07-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 35,312.26 Cr As on 31-07-2025(Source:AMFI) |
| Turn over: 39% | Exit Load: Nil |
97.2651
0.24 (0.2471%)
15.63%
Benchmark: 12.47%
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
7 Years 11 Months
10 Years 1 Months
14 Years 9 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 | 13.15 |
| Sharpe Ratio | 0.59 |
| Alpha | -2.32 |
| Beta | 0.88 |
| 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 | 2.34 | 17.97 | 12.75 | 15.31 | 12.35 |
| HSBC Tax Saver Equity Fund - Growth | 05-01-2007 | 6.43 | 23.13 | 19.46 | 21.76 | 13.75 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 6.21 | 22.89 | - | - | - |
| HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 5.2 | 23.85 | 22.23 | 24.4 | 14.32 |
| Parag Parikh ELSS Tax Saver Fund- Regular Growth | 07-07-2019 | 4.83 | 19.99 | 18.79 | 21.74 | - |
| ICICI Prudential ELSS Tax Saver Fund - Growth | 19-08-1999 | 3.05 | 19.02 | 16.71 | 20.52 | 13.79 |
| PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | 11-12-2015 | 2.92 | 14.16 | 14.01 | 19.49 | - |
| Sundaram ELSS Tax Saver Fund Regular Growth | 01-01-2013 | 2.76 | 16.79 | 15.56 | 20.17 | 14.53 |
| Aditya Birla Sun Life ELSS Tax Saver Fund - Growth Option | 29-03-1996 | 2.52 | 17.96 | 14.29 | 13.7 | 11.37 |
| Sundaram Diversified Equity (ELSS) Regular Plan - Growth | 10-05-2005 | 2.27 | 14.37 | 13.6 | 18.78 | 12.1 |
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
3.61%
Others
2.58%
Large Cap
75.72%
Mid Cap
18.09%
