What is the NAV of Axis ELSS Tax Saver Fund?
The Current NAV of Axis ELSS Tax Saver Fund is ₹107.01, as of 13th June 2025What are the returns of Axis ELSS Tax Saver Fund?
The Axis ELSS Tax Saver Fund has been there since 1st January 2013- 1 Year Returns: 5.90
- 3 Year Returns: 18.42
- 5 Year Returns: 18.32
What are the top 5 sectors holdings of Axis ELSS Tax Saver Fund?
The top sectors Axis ELSS Tax Saver Fund has invested in are as for 1st 01 2013 are as follows -- Private Banks | 17.19%
- IT Services & Consulting | 8.40%
- Specialized Finance | 7.78%
- Pharmaceuticals | 7.60%
- Investment Banking & Brokerage | 4.63%
What are the top 5 holdings Axis ELSS Tax Saver Fund?
The top 5 holdings for Axis ELSS Tax Saver Fund are- HDFC Bank Ltd | 8.37%
- ICICI Bank Ltd | 5.44%
- Bajaj Finance Ltd | 4.76%
- Clearing Corporation of India Ltd | 4.63%
- Bharti Airtel Ltd | 4.18%
What is the asset allocation of Axis ELSS Tax Saver Fund?
The Axis ELSS Tax Saver Fund is a plan that invests- Equity | 95.44%
- Cash & Equivalents | 4.56%
How to invest in Axis ELSS Tax Saver Fund?
If you wish to invest in Axis ELSS Tax Saver Fund Plan via smallcase, you can follow these quick and easy steps -- Log in to smallcase
- Search and select the Axis ELSS Tax Saver Fund
- Complete filling your details and KYC
- Enter the Amount and type of investment (SIP or Lumpsum)
- And Voila! your SIP or Lumpsump investment in Axis ELSS Tax Saver Fund is completed
You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.
What is the AUM of Axis ELSS Tax Saver Fund?
The AUM of Axis ELSS Tax Saver Fund is 35358.19 Cr as of 13th June 2025What is the expense ratio of Axis ELSS Tax Saver Fund Plan?
The expense ratio of Axis ELSS Tax Saver Fund Plan is 0.80How to exit Axis ELSS Tax Saver Fund?
If you have invested in Axis ELSS Tax Saver Fund, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.Is there any lock-in period for Axis ELSS Tax Saver Fund Plan?
There is a lock in period of 3 for Axis ELSS Tax Saver FundWhat is the alpha of Axis ELSS Tax Saver Fund?
The alpha ratio for the Axis ELSS Tax Saver Fund is 3.44
Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the Volatility or Standard Deviation of Axis ELSS Tax Saver Fund?
The volatility or standard deviation for the Axis ELSS Tax Saver Fund is 13.99
Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of Axis ELSS Tax Saver Fund?
The sharpe ratio for the Axis ELSS Tax Saver Fund is 0.14
The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of Axis ELSS Tax Saver Fund?
The Sortino ratio for the Axis ELSS Tax Saver Fund is 0.01
The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.
What is the Price to Earnings (PE) of Axis ELSS Tax Saver Fund?
The PE ratio (price-to-earnings) of the Axis ELSS Tax Saver Fund is 46.62 while category PE ratio is 41.071. Test MF FAQ for Mutual Fund Axis ELSS Tax Saver Fund Shares?
The Current NAV of Axis ELSS Tax Saver Fund is ₹107.01, as of 13th June 20255. Test MF FAQ Is there any lock-in period for Axis ELSS Tax Saver Fund Plan?
There is a lock in period of 3 for Axis ELSS Tax Saver Fund
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Axis ELSS Tax Saver Fund Direct Growth
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Axis ELSS Tax Saver Fund Performance & Key Metrics
Axis ELSS Tax Saver Fund Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.80 | 13.99 | 0.14 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.39 | 15.39 | 0.12 |
Axis ELSS Tax Saver Fund Scheme InfoAxis ELSS Tax Saver Fund Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 3 yrs | 0.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 500 |
| BenchmarkBenchmark |
|---|
| NIFTY 500 - TRI |
About Equity Linked Savings Scheme (ELSS)
About Equity Linked Savings Scheme (ELSS)
Equity Linked Savings Scheme or ELSS are the equity funds that invest majorly in equity or equity-related instruments. They offer the tax benefits under the new Section 80C of the Income Tax Act 1961.
Axis ELSS Tax Saver Fund Peers
What are peers and why compare against them?
What are peers and why compare against them?
A mutual fund’s peers are schemes which belong to the same category. Comparing various metrics against peers can give valuable insights on how the scheme is performing as compared to the scheme category as a whole.
Axis ELSS Tax Saver Fund Peers & Comparison
EquityEquity Linked Savings Scheme (ELSS)
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Axis ELSS Tax Saver Fund | 5.90% | 18.42% | 17.14% |
| SBI Long Term Equity Fund | 5.06% | 29.74% | 16.82% |
| Mirae Asset ELSS Tax Saver Fund | 8.10% | 21.22% | 19.56% |
| DSP ELSS Tax Saver Fund | 8.95% | 24.99% | 18.27% |
Axis ELSS Tax Saver Fund Returns Comparison
Compare Axis ELSS Tax Saver Fund with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAxis ELSS Tax Saver Fund Portfolio
What are constituents?
What are constituents?
Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.
Axis ELSS Tax Saver Fund Asset Allocation
Axis ELSS Tax Saver Fund Asset Allocation
Actual
Target
May 2024
Sep 2024
Nov 2024
Mar 2025
May 2024
Sep 2024
Nov 2024
Mar 2025
Axis ELSS Tax Saver Fund Sector Distribution
Axis ELSS Tax Saver Fund Sector Distribution
May 2024
Sep 2024
Nov 2024
Mar 2025
Axis ELSS Tax Saver Fund Sector Weightage
Axis ELSS Tax Saver Fund Sector Weightage
Axis ELSS Tax Saver Fund Current Holdings
Axis ELSS Tax Saver Fund Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
Holdings
8.37 %
8.37 %Holdings
5.44 %
5.44 %Holdings
4.76 %
4.76 %
AMC Profile of Axis ELSS Tax Saver Fund
AMC Profile of Axis ELSS Tax Saver Fund
Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited.
Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited.
No.of Schemes
68
Total AUM
₹ 3,19,930.92 Cr.
Axis ELSS Tax Saver Fund Manager Details
Axis ELSS Tax Saver Fund Manager Details
Axis ELSS Tax Saver Fund Manager Profile
Axis ELSS Tax Saver Fund Manager Profile
Shreyash Devalkar
AUM: ₹1,24,877.60 Cr.
|
Exp: 5yrs
Ashish Naik
AUM: ₹40,373.46 Cr.
|
Exp: 6yrs
Axis ELSS Tax Saver Fund Manager Performance (0)
Axis ELSS Tax Saver Fund Manager Performance (0)
Axis ELSS Tax Saver Fund Tax Implications
Axis ELSS Tax Saver Fund Tax Implications
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Axis ELSS Tax Saver Fund Review & Opinions
Axis ELSS Tax Saver Fund Review & Opinions
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Gains are treated as long-term capital gains and taxed at 10%