Axis ELSS Tax Saver Fund - Regular Plan - IDCW

Fund House: Axis Mutual Fund
Category: Equity: ELSS
Launch Date: 29-12-2009
Asset Class: Equity
Benchmark: NIFTY 500 TRI
TER: 1.53% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 500
Minimum Topup: 500
Total Assets: 35,020.54 Cr As on 30-04-2025(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.

25.1654

14.68%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Created with Highstock 2.1.5Rate of ReturnAxis ELSS Tax Saver Fund - Regular Plan - IDCWNIFTY 500 TRIEquity: ELSSGoldPPF1 Week1 Month3 Months6 Months1 Year3 Years5 YearsSinceInception-10010203040Advisorkhoj.com
Start :  
Period:  

RETURNS ANALYSIS

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 8 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 15.43
Sharpe Ratio 0.34
Alpha -7.66
Beta 1.06
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 - IDCW 29-12-2009 10.26 17.95 15.72 17.71 10.91
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 17.38 27.44 - - -
HSBC Tax Saver Equity Fund - Growth 05-01-2007 17.28 26.41 22.29 25.77 13.46
DSP ELSS Tax Saver Fund - Regular Plan - Growth 05-01-2007 17.27 27.28 23.06 27.94 16.19
HDFC ELSS Tax saver - Growth Plan 05-03-1996 16.85 28.71 25.95 29.45 13.73

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

2.65%

Others

4.56%

Large Cap

72.54%

Mid Cap

20.25%

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