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Axis ELSS Tax Saver Fund - Regular Plan - Growth

Fund House: Axis Mutual Fund
Invest in this Scheme
Category: Equity: ELSS
Launch Date: 29-12-2009
Asset Class: Equity
Benchmark: Nifty 500 TRI
TER: 1.77% As on (30-08-2026)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 32,581.62 Cr As on 31-08-2026(Source:AMFI)
Turn over: 0.36% | Exit Load: Nil
NAV as on 11-09-2026

96.8252

-0.25 (-0.2601%)

CAGR Since Inception

14.55%

Benchmark: 12.05%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
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vs
Nifty 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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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 4 Months
7 Years 10 Months
10 Years 0 Months
14 Years 8 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 14.53
Sharpe Ratio 0.5
Alpha -0.05
Beta 0.89
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 29-12-2009 -0.25 -0.05 9.89 5.22 11.14
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 12.68 5.04 20.83 16.31 16.23
Quant ELSS Tax Saver Fund - Growth Option - Regular Plan 01-04-2000 12.55 0.75 12.79 14.07 18.42
JM ELSS - Tax Saver Fund - Regular Plan - Growth Option 31-03-2008 7.68 1.03 14.4 13.34 14.88
Tata ELSS Fund-Growth-Regular Plan 13-10-2014 6.34 2.23 11.07 11.28 12.83
HSBC ELSS Tax Saver Fund - Regular Growth 01-01-2013 4.8 2.76 14.6 12.09 12.73
Edelweiss ELSS Tax Saver Fund - Regular Plan - Growth Option 30-12-2008 4.7 1.41 11.37 10.33 11.46
ITI ELSS Tax Saver Fund - Regular Plan - Growth Option 18-10-2019 4.57 0.4 14.54 11.18 -
Baroda BNP Paribas ELSS Tax Saver Fund - Regular - Growth Option 05-01-2006 3.89 1.94 13.42 10.67 11.95
Bank Of India ELSS Tax Saver -ECO Plan-Growth 25-02-2009 3.51 -1.35 10.79 10.37 15.37

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

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

5.79%

Others

2.26%

Large Cap

71.85%

Mid Cap

20.1%

Scheme Documents

July 2026

Monthly Portfolio Disclosure - July 2026

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