Axis Mutual Fund

Axis ELSS Tax Saver Fund Direct Plan Growth

₹ 104.88

NAV (Apr 21)

19.589%
5 Year CAGR
Scripbox Opinion
not-recommended
Not Recommended
Click here for top ranked funds in tax saving mutual funds.

Tax Saving funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Poor

The performance of the fund on a Downside Protection Measure metric has been Poor

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

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Scripbox Recommended Tax Saving Fund
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Save tax combined with inflation beating long term growth. Invest in Scripbox Recommended Tax Saver Funds to unlock the best of both worlds - tax saving and long term wealth creation.?Learn morecheveron-blue

Scheme Information

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.

Expense Ratio
0.83 %
Launched
-
AUM in Crores
34176.5
ISIN
INF846K01EW2
Lock-in (days)
1095
Benchmark
NIFTY 500 Total Return Index
SIP Minimum
500
Lumpsum Min.
500
Standard Deviation
15.9
Beta
1
Sharpe Ratio
0.2
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

Torrent Power Ltd.

5.92%
5.924%

HDFC Bank Ltd.

5.89%
5.886%

Bajaj Finance Ltd.

4.56%
4.564%

Tata Consultancy Services Ltd.

4.49%
4.491%

Avenue Supermarts Ltd.

3.57%
3.566%
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Allocation by Sector

Financial

26.19%
26.188451%

Services

10.72%
10.720927%

Healthcare

10.27%
10.268494%

Technology

8.25%
8.250136%

Automobile

7.13%
7.132443%
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Frequently Asked Questions

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