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 (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 35,020.54 Cr As on 30-04-2025(Source:AMFI) |
| Turn over: 39% | Exit Load: Nil |
94.1309
-0.38 (-0.4%)
15.67%
Benchmark: 12.51%
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 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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 16.21 |
| Sharpe Ratio | 0.37 |
| Alpha | -3.67 |
| Beta | 1.0 |
| 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 | 9.09 | 19.06 | 15.75 | 18.95 | 11.68 |
| HSBC Tax Saver Equity Fund - Growth | 05-01-2007 | 14.56 | 26.73 | 21.34 | 26.38 | 13.13 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 13.9 | 27.03 | - | - | - |
| Parag Parikh ELSS Tax Saver Fund- Regular Growth | 07-07-2019 | 13.74 | 22.49 | 20.17 | 27.76 | - |
| DSP ELSS Tax Saver Fund - Regular Plan - Growth | 05-01-2007 | 13.28 | 27.1 | 22.34 | 28.22 | 15.79 |
| Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option | 05-01-2015 | 12.95 | 32.96 | 29.1 | 29.99 | 16.71 |
| HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 12.17 | 28.31 | 25.02 | 29.72 | 13.35 |
| ICICI Prudential ELSS Tax Saver Fund - Growth | 19-08-1999 | 11.3 | 21.8 | 18.56 | 24.86 | 12.87 |
| PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | 11-12-2015 | 10.87 | 16.04 | 15.4 | 24.44 | - |
| LIC MF ELSS Tax Saver-Regular Plan-Growth | 31-03-1997 | 10.33 | 20.11 | 18.44 | 21.96 | 11.24 |
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
2.54%
Others
4.81%
Large Cap
72.13%
Mid Cap
20.53%
