Axis Mutual Fund

Axis ELSS Tax Saver Fund Regular Plan Growth

₹ 88.23

NAV (Apr 11)

16.837%
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

View all 4 analysis

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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
1.55 %
Launched 15Y ago
2009-12-29
AUM in Crores
34176.5
ISIN
INF846K01131
Lock-in (days)
1095
Benchmark
NIFTY 500 Total Return Index
SIP Minimum
500
Lumpsum Min.
500
Standard Deviation
15.8
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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comparison

Comparison with Equity Funds

Axis ELSS Tax Saver Fund Regular Plan Growth Review

Axis ELSS Tax Saver Fund Regular Plan Growth is a Tax Saving Equity fund and has delivered an annualised return of 15.3% over 15 years. The fund has grown over a period of 15 years. The fund is managed by Axis Mutual Fund. The fund managers are Ashish Naik, Shreyash Devalkar.

Nav of Axis ELSS Tax Saver Fund as of 4/11/2025 is ₹88.23 with the total AUM as of 4/13/2025 is ₹34176.5. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis ELSS Tax Saver Fund was launched on 2009-12-29. The category risk of the fund is Very High.

The minimum SIP amount for Axis ELSS Tax Saver Fund Regular Plan Growth is ₹500 and you can increase this in multiples of ₹500. In case you want to invest a lump sum, the minimum amount to be invested is ₹500. Check your estimated returns on mutual funds by using sip calculator.

Axis ELSS Tax Saver Fund Regular Growth is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY 500 Total Return Index.

Scripbox has rated it 1 star, indicating it's not a recommended fund in the Equity category and delivered 1.13% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis ELSS Tax Saver Fund.

Frequently Asked Questions

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