Axis ELSS Tax Saver Fund - Regular Plan - Growth

Fund House: Axis Mutual Fund
Category: Equity: ELSS
Launch Date: 29-12-2009
Asset Class: Equity
Benchmark: NIFTY 500 TRI
TER: 1.57% As on (30-03-2026)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 29,076.66 Cr As on 31-03-2026(Source:AMFI)
Turn over: 39% | Exit Load: Nil

92.9957

14.62%

PERFORMANCE

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

Start :  
Period:  

RETURNS ANALYSIS

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 14.32
Sharpe Ratio 0.36
Alpha -1.06
Beta 0.92
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 -0.11 4.37 12.79 8.38 12.11
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 15.33 10.66 25.19 19.23 17.29
Quant ELSS Tax Saver Fund - Growth Option - Regular Plan 01-04-2000 10.83 1.29 17.64 17.68 20.04
BANK OF INDIA ELSS Tax Saver -ECO Plan-Growth 25-02-2009 8.44 2.28 17.41 15.12 17.05
BANK OF INDIA ELSS Tax Saver -Regular Plan- Growth 25-02-2009 8.16 2.01 17.11 14.82 16.48
Tata ELSS Fund-Growth-Regular Plan 13-10-2014 7.62 7.77 15.86 14.04 14.14
ITI ELSS Tax Saver Fund - Regular Plan - Growth Option 18-10-2019 7.18 4.7 19.08 13.02 -
Edelweiss ELSS Tax Saver Fund - Regular Plan - Growth Option 30-12-2008 7.1 7.49 15.84 13.53 12.49
HSBC ELSS Tax saver Fund - Regular Growth 01-01-2013 6.94 8.27 18.53 14.57 13.88
Aditya Birla Sun Life ELSS Tax Saver Fund - Growth Option 29-03-1996 6.28 6.89 14.9 9.31 10.86

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

4.51%

Others

3.17%

Large Cap

76.0%

Mid Cap

16.3%

Feedback
Notification