Axis ELSS Tax Saver Fund - Regular Plan - Growth

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Category: Equity: ELSS
Launch Date: 05-12-2009
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 1.56% As on (28-02-2025)

Status: Open Ended Schemes for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 3,216.83 Cr As on (28-02-2025)
Turn over: 39

NAV as on 26-03-2025

90.0809

-0.54 (-0.5961%)

CAGR Since Inception

15.51%

NIFTY 500 TRI 12.36%

PERFORMANCE of Axis ELSS Tax Saver Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 26-03-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
Axis ELSS Tax Saver Fund - Regular Plan - Growth	7.67	10.07	18.21	11.43	15.51
NIFTY 500 TRI	8.18	14.66	27.36	13.14	12.36
Equity: ELSS	7.88	14.93	25.08	12.81	14.14

Yearly Performance (%)

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Fund Managers

Shreyash Devalkar, Ashish Naik

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.

RETURNS CALCULATOR for Axis ELSS Tax Saver Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Riskometer

Key Performance and Risk Statistics of Axis ELSS Tax Saver Fund - Regular Plan - Growth

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
Axis ELSS Tax Saver Fund - Regular Plan - Growth	15.43	0.14	-4.59	1.0	-	-
Equity: ELSS	-	-	-	-	-	-

PEER COMPARISION of Axis ELSS Tax Saver Fund - Regular Plan - Growth

Compare SIP Compare Lumpsum

Period

Data as on - 26-03-2025

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
Axis ELSS Tax Saver Fund - Regular Plan - Growth	05-12-2009	7.67	22.77	10.07	18.21	11.43
DSP ELSS Tax Saver Fund - Regular Plan - Growth	05-01-2007	17.19	28.71	18.4	28.88	15.39
LIC MF ELSS Tax Saver-Regular Plan-Growth	31-03-1997	15.87	23.77	14.71	21.31	10.98
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	14-10-2022	15.35	29.52	0.0	0.0	0.0
HSBC ELSS Tax saver Fund - Regular Growth	01-01-2013	14.42	26.95	15.99	25.62	12.83
Parag Parikh ELSS Tax Saver Fund- Regular Growth	07-07-2019	14.37	24.04	17.67	29.24	0.0
HDFC ELSS Tax saver - Growth Plan	05-03-1996	13.44	29.04	21.96	30.44	12.86
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option	05-01-2015	12.47	31.79	22.78	27.45	15.73
HSBC Tax Saver Equity Fund - Growth	05-01-2007	12.27	26.27	15.32	24.76	12.3
JM ELSS Tax Saver Fund (Regular) - Growth option	31-03-2008	11.47	26.94	17.03	26.53	14.54

PORTFOLIO ANALYSIS of Axis ELSS Tax Saver Fund - Regular Plan - Growth

Asset Allocation (%)