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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: 1.75% As on (31-07-2026)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 32,331.44 Cr As on 31-07-2026(Source:AMFI)
Turn over: 0.36% | Exit Load: Nil
NAV as on 20-08-2026

98.6096

0.57 (0.5763%)

CAGR Since Inception

14.73%

Benchmark: 12.14%

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 1.3 1.96 12.67 7.19 11.57
Quant ELSS Tax Saver Fund - Growth Option - Regular Plan 01-04-2000 13.46 0.88 15.78 16.02 18.39
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 12.01 5.54 22.29 17.16 16.35
Tata ELSS Fund-Growth-Regular Plan 13-10-2014 8.84 4.0 13.53 13.28 13.3
JM ELSS Tax Saver Fund (Regular) - Growth Option 31-03-2008 8.74 2.07 16.84 15.04 15.37
HSBC ELSS Tax Saver Fund - Regular Growth 01-01-2013 7.5 3.94 17.59 13.99 13.34
Edelweiss ELSS Tax Saver Fund - Regular Plan - Growth Option 30-12-2008 7.16 3.28 14.08 12.19 11.93
Baroda BNP Paribas ELSS Tax Saver Fund - Regular - Growth Option 05-01-2006 6.86 4.82 16.42 12.53 12.46
ITI ELSS Tax Saver Fund - Regular Plan - Growth Option 18-10-2019 6.5 1.61 17.4 13.04 -
Bank Of India ELSS Tax Saver -ECO Plan-Growth 25-02-2009 6.31 -1.41 14.36 12.23 15.89

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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