Axis ELSS Tax Saver Fund - Regular Plan - Growth
Fund House: Axis Mutual Fund| Category: Equity: ELSS |
| Launch Date: 05-12-2009 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| TER: 1.54% As on (31-01-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 34,486.59 Cr As on 31-01-2025(Source:AMFI) |
| Turn over: 39% | Exit Load: NIL. Investment in Axis ELSS Tax Saver Fund is eligible for availing tax benefit under section 80C of Income Tax ACT 1961 read with circular no. - 9/2005 dated 30 Nov`05 issued by Ministry Of Finance, subject to the limits conditions specified under section 80C. An Open-Ended Equity Linked Savings Scheme With A Statutory Lock In Of 3 Years And Tax Benefit. The name of Axis Long Term Equity Fund has been changed to Axis ELSS Tax Saver Fund, effective from December 08, 2023. |
86.043
-0.37 (-0.4301%)
15.28%
Benchmark: 12.21%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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 5 Months
7 Years 11 Months
10 Years 1 Months
14 Years 9 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 15.46 |
| Sharpe Ratio | 0.19 |
| Alpha | -4.96 |
| Beta | 1.02 |
| 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 | 05-12-2009 | 5.74 | 18.07 | 8.57 | 11.37 | 10.83 |
| LIC MF ELSS Tax Saver-Regular Plan-Growth | 31-03-1997 | 8.53 | 19.17 | 13.22 | 13.9 | 10.19 |
| Parag Parikh ELSS Tax Saver Fund- Regular Growth | 07-07-2019 | 8.23 | 20.97 | 17.09 | 22.04 | - |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 8.18 | 25.24 | - | - | - |
| DSP ELSS Tax Saver Fund - Regular Plan - Growth | 05-01-2007 | 8.16 | 23.59 | 17.01 | 19.47 | 14.33 |
| Quantum ELSS Tax Saver Fund - Regular Plan Growth Option | 05-04-2017 | 7.51 | 22.04 | 17.09 | 18.2 | - |
| HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 7.5 | 25.22 | 21.51 | 20.77 | 11.75 |
| HSBC ELSS Tax saver Fund - Regular Growth | 01-01-2013 | 7.41 | 22.47 | 15.63 | 16.26 | 11.83 |
| SBI Long Term Equity Fund - Regular Plan- Growth | 31-03-1993 | 6.37 | 29.99 | 23.64 | 22.75 | 13.04 |
| HSBC Tax Saver Equity Fund - Growth | 05-01-2007 | 5.26 | 22.37 | 14.37 | 15.78 | 11.21 |
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
PORTFOLIO
Market Cap Distribution
Small Cap
3.1%
Others
4.61%
Large Cap
70.71%
Mid Cap
21.55%
