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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: 1.57% As on (31-05-2026)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 31,522.77 Cr As on 31-05-2026(Source:AMFI)
Turn over: 0.36% | Exit Load: Nil
NAV as on 02-07-2026

96.2791

0.7 (0.7277%)

CAGR Since Inception

14.69%

Benchmark: 12.17%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
-
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 14.64
Sharpe Ratio 0.38
Alpha -2.65
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 -1.39 2.42 10.6 7.48 11.81
Quant ELSS Tax Saver Fund - Growth Option - Regular Plan 01-04-2000 8.72 0.33 16.79 15.5 19.22
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 5.43 7.63 22.16 17.79 16.91
Tata ELSS Fund-Growth-Regular Plan 13-10-2014 3.76 3.76 13.98 13.26 13.58
Baroda BNP Paribas ELSS Tax Saver Fund - Regular - Growth Option 05-01-2006 3.24 3.96 15.68 12.48 12.54
JM ELSS Tax Saver Fund (Regular) - Growth Option 31-03-2008 3.12 1.66 15.74 14.96 15.75
HSBC ELSS Tax Saver Fund - Regular Growth 01-01-2013 2.59 3.82 16.37 13.8 13.34
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth 01-12-2015 2.57 4.62 14.32 12.42 16.67
Bank Of India ELSS Tax Saver -ECO Plan-Growth 25-02-2009 2.35 -1.81 15.32 12.86 16.45
ITI ELSS Tax Saver Fund - Regular Plan - Growth Option 18-10-2019 2.18 2.33 17.55 12.09 -

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

5.15%

Others

1.2%

Large Cap

75.5%

Mid Cap

18.15%

Scheme Documents

May 2026

Monthly Portfolio Disclosure - May 2026

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