Submit
logo

Axis ELSS Tax Saver Fund - Regular Plan - IDCW

Category: Equity: ELSS Launch Date: 29-12-2009
AUM:

₹ 35,641.94 Cr

Expense Ratio

1.53%

Benchmark

NIFTY 500 TRI

ISIN

INF846K01149

Minimum Investment

500.0

Minimum Topup

500.0

Minimum SIP Amount

1000

Fund Manager

Shreyash Devalkar, Ashish Naik

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Axis ELSS Tax Saver Fund - Regular Plan - IDCW 26.28 10.83 13.71
NIFTY 500 TRI 35.04 19.63 18.84
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
24.7184
Last change
0.04 (0.1752%)
Fund Size (AUM)
₹ 35,641.94 Cr
Performance
14.99% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

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.

Fund Manager
Shreyash Devalkar, Ashish Naik
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
Torrent Power Ltd. 7.14
Tata Consultancy Services Ltd. 5.86
Avenue Supermarts Ltd. 5.7
Bajaj Finance Ltd. 5.08
HDFC Bank Ltd. 4.7
Pidilite Industries Ltd. 4.37
Others 4.11
Info Edge (India) Ltd. 3.49
Nestle India Ltd. 3.42
Divi's Laboratories Ltd. 3.21

Sector Allocation

Sector Holdings (%)
Financial 22.81
Services 14.4
Energy 9.64
Automobile 8.79
Healthcare 8.4
Technology 7.79
Chemicals 7.74
Others 4.86
Materials 4.19
Consumer Staples 3.54

Peer Comparison

Scheme Name 5Y (%)
Axis ELSS Tax Saver Reg IDCW 13.71
Quant ELSS Tax Saver Gr 33.21
SBI Long Term Equity Reg Gr 22.85
Motilal Oswal ELSS Tax Saver Fund Reg Gr 21.61
BANK OF INDIA ELSS Tax Saver Reg Gr 26.68
ITI ELSS Tax Saver Reg Gr 0.0
JM ELSS Tax Saver Fund Gr 21.69
HDFC ELSS Tax saver Gr 18.8
Franklin India ELSS Tax Saver Gr 18.67
Nippon India Tax Saver (ELSS) Gr Gr 16.53