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Home Mf Research Axis Elss Tax Saver Fund Regular Plan Growth
AXIS MUTUAL FUND

Mutual Fund Research

Axis ELSS - Tax Saver Fund - Regular Plan - Growth

AXIS MUTUAL FUND Equity Equity Elss

Fund Performance

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-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,040.48 +4.05%
Two Week 2026-10-19 ₹1,000.00 ₹1,035.45 +3.55%
One Month 2026-10-05 ₹1,000.00 ₹1,040.26 +4.03%
Three Months 2026-08-05 ₹3,000.00 ₹2,988.55 -0.38%
Six Months 2026-05-07 ₹6,000.00 ₹6,062.15 +1.04%
One Year 2025-11-03 ₹12,000.00 ₹12,200.70 +1.67%
Three Year 2023-11-06 ₹36,000.00 ₹38,096.83 +5.82%
Five Year 2021-11-08 ₹60,000.00 ₹72,466.13 +20.78%
Ten Year 2016-11-07 ₹120,000.00 ₹204,438.07 +70.37%
Since Inception 2009-12-29 ₹206,000.00 ₹702,742.67 +241.14%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Banks 22.22%
Pharmaceuticals & Biotechnology 7.72%
Finance 6.30%
Automobiles 5.67%
Retailing 5.11%
IT - Software 4.90%
Chemicals & Petrochemicals 4.81%
Telecom - Services 4.45%
Electrical Equipment 4.12%
Auto Components 3.45%
Construction 2.70%
Cement & Cement Products 2.36%
Financial Technology (Fintech) 2.33%
Transport Services 2.29%
Other 2.11%
Fertilizers & Agrochemicals 1.90%
Consumer Durables 1.88%
Petroleum Products 1.74%
Leisure Services 1.69%
Healthcare Services 1.56%
Agricultural, Commercial & Construction Vehicles 1.26%
Agricultural Food & Other Products 1.18%
Industrial Products 1.07%
Realty 1.06%
Ferrous Metals 0.93%
Industrial Manufacturing 0.85%
Transport Infrastructure 0.80%
Capital Markets 0.75%
Textiles & Apparels 0.68%
Beverages 0.64%
Diversified FMCG 0.60%
Household Products 0.48%
Power 0.39%

Top Holdings

Company-wise portfolio exposure

ICICI Bank Limited 6.89%
HDFC Bank Limited 6.09%
Bharti Airtel Limited 4.45%
Eternal Limited 3.35%
Bajaj Finance Limited 3.35%
Divi's Laboratories Limited 2.74%
Axis Bank Limited 2.73%
Larsen & Toubro Limited 2.70%
Kotak Mahindra Bank Limited 2.47%
Mahindra & Mahindra Limited 2.42%
Pidilite Industries Limited 2.42%
UltraTech Cement Limited 2.36%
State Bank of India 2.32%
Cholamandalam Investment and Finance Company Ltd 2.25%
Titan Company Limited 1.88%
Tata Consultancy Services Limited 1.78%
Reliance Industries Limited 1.74%
The Indian Hotels Company Limited 1.69%
Infosys Limited 1.65%
CG Power and Industrial Solutions Limited 1.63%
Sun Pharmaceutical Industries Limited 1.61%
Sona BLW Precision Forgings Limited 1.56%
InterGlobe Aviation Limited 1.46%
Apar Industries Limited 1.33%
PI Industries Limited 1.31%
Tata Motors Ltd 1.26%
Solar Industries India Limited 1.26%
Vishal Mega Mart Limited 1.22%
PB Fintech Limited 1.22%
Hyundai Motor India Ltd 1.14%
Navin Fluorine International Limited 1.13%
One 97 Communications Limited 1.11%
Ather Energy Limited 1.08%
Cummins India Limited 1.07%
The Federal Bank Limited 1.06%
The Phoenix Mills Limited 1.06%
TVS Motor Company Limited 1.03%
Tata Steel Limited 0.93%
Fortis Healthcare Limited 0.86%
Indo-MIM Limited 0.85%
Anthem Biosciences Limited 0.83%
Delhivery Limited 0.83%
HCL Technologies Limited 0.82%
JSW Infrastructure Ltd 0.80%
GE Vernova T&D India Limited 0.76%
Mankind Pharma Limited 0.76%
Krishna Institute Of Medical Sciences Limited 0.70%
Sundaram Finance Limited 0.70%
Marico Limited 0.68%
Page Industries Limited 0.68%
Craftsman Automation Limited 0.67%
Karur Vysya Bank Limited 0.66%
Persistent Systems Limited 0.65%
Radico Khaitan Limited 0.64%
Hindustan Unilever Limited 0.60%
Coromandel International Limited 0.59%
Billionbrains Garage Ventures Ltd 0.54%
Swiggy Limited 0.54%
Tenneco Clean Air India Limited 0.53%
Torrent Pharmaceuticals Limited 0.51%
Tata Consumer Products Limited 0.50%
Rubicon Research Limited 0.48%
Gland Pharma Limited 0.48%
Doms Industries Limited 0.48%
Premier Energies Limited 0.40%
Torrent Power Limited 0.39%
SPR Auto Technologies Ltd 0.36%
Dhoot Transmission Ltd 0.33%
Aurobindo Pharma Limited 0.24%
National Stock Exchange Of India Ltd 0.21%
Dr. Reddy's Laboratories Limited 0.07%
Clearing Corporation of India Ltd 1.66%
Net Receivables / (Payables) 0.45%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
15.15%
Return volatility
β
Beta
0.92
Benchmark sensitivity
S
Sharpe Ratio
-0.24
Risk-adjusted return
↗
Lock-in Period
1095
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Quant ELSS Tax Saver Fund - Regular Plan - Growth 5.27% 13.62% 14.04%
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth 2.19% 18.52% 15.38%
JM ELSS - Tax Saver Fund - Regular Plan - Growth -0.40% 14.22% 9.06%
HSBC ELSS Tax Saver Fund - Regular Plan - Growth -1.91% 14.56% 13.45%
Tata ELSS - Tax Saver Fund - Regular Plan - Growth -1.99% 11.14% 13.24%
Bank Of India ELSS Tax Saver Fund - Regular Plan - Growth -2.11% 10.98% 17.49%
Aditya Birla Sun Life ELSS Tax Saver Fund - (ELSS U/S 80C Of IT Act) - Growth Lsp - Regular Plan - Growth -2.19% 10.28% 15.02%
Whiteoak Capital - ELSS Tax Saver Fund - Regular Plan - Growth -2.19% 13.97% 14.85%
Edelweiss ELSS Tax Saver Fund - Regular Plan - Growth -2.28% 11.86% 14.47%
Kotak ELSS Tax Saver Fund - Regular Plan - Growth -2.38% 10.28% 12.35%

Returns are historical and do not guarantee future performance.

View All Equity Elss Funds

Fund Family

Compare schemes from AXIS MUTUAL FUND by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Axis Silver ETF - Regular Plan - Growth 17.79% 33.69% 30.79%
Axis Nasdaq 100 US Specific Equity Passive FOF - Regular Plan - Growth 17.19% 28.14% 29.62%
Axis Silver Fund Of Fund - Regular Plan - Growth 16.60% 32.78% 29.92%
Axis Gold ETF - Regular Plan - Growth 13.03% 29.57% -16.57%
Axis Global Equity Alpha Fund Of Fund - Regular Plan - Growth 12.87% 21.89% 15.73%
Axis Gold Fund - Regular Plan - Growth 12.55% 29.01% 9.53%
Axis Nifty Healthcare ETF - Regular Plan - Growth 11.89% 20.82% 13.66%
Axis Global Innovation Fund Of Fund - Regular Plan - Growth 10.78% 22.54% 11.52%
Axis India Manufacturing Fund - Regular Plan - Growth 9.19% 0.00% 16.96%
Axis Innovation Fund - Regular Plan - Growth 8.17% 16.33% 13.29%

Returns are historical and do not guarantee future performance.

View All AXIS MUTUAL FUND Funds

Scheme Objective

The investment mandate and purpose of this scheme

The investment objective of the Scheme is to generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related Securities.There is no assurance that the investment objective of the Scheme will be achieved.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
1.77%
Expense Ratio (Direct)
1.06%
Lock-in Period
1095
Fund Age
N/A
Benchmark
Nifty 500 TRI

Exit Load

Charges that may apply when you redeem units

N/A
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