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: 1.56% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 32,168.33 Cr As on 28-02-2025(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. |
90.0797
-0.01 (-0.0101%)
15.49%
Benchmark: 12.34%
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 | 15.85 |
| Sharpe Ratio | 0.14 |
| Alpha | -4.59 |
| Beta | 1.0 |
| 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 | 6.37 | 21.68 | 9.52 | 18.5 | 11.23 |
| DSP ELSS Tax Saver Fund - Regular Plan - Growth | 05-01-2007 | 16.63 | 27.93 | 17.9 | 28.92 | 15.08 |
| LIC MF ELSS Tax Saver-Regular Plan-Growth | 31-03-1997 | 14.72 | 22.73 | 14.1 | 21.49 | 10.87 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 14.4 | 28.39 | - | - | - |
| Parag Parikh ELSS Tax Saver Fund- Regular Growth | 07-07-2019 | 14.1 | 23.53 | 17.53 | 29.2 | - |
| HSBC ELSS Tax saver Fund - Regular Growth | 01-01-2013 | 13.23 | 25.5 | 15.73 | 25.67 | 12.64 |
| HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 12.5 | 28.0 | 21.06 | 29.72 | 12.62 |
| HSBC Tax Saver Equity Fund - Growth | 05-01-2007 | 12.23 | 25.91 | 14.8 | 25.08 | 12.24 |
| Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option | 05-01-2015 | 10.6 | 30.55 | 21.77 | 27.54 | 15.61 |
| JM ELSS Tax Saver Fund (Regular) - Growth option | 31-03-2008 | 10.48 | 26.39 | 16.6 | 27.31 | 14.34 |
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
2.86%
Others
5.07%
Large Cap
71.58%
Mid Cap
20.52%
