Angel One Mutual FundELSSVery High Risk

Angel One Mutual Fund ELSS Tax Saver Fund - Regular Plan - Growth

Current NAV₹134.99as of 30/5/2026

AUM1.04 Lac Cr

AUM

1.04 Lac Cr

Expense Ratio

1.85%

Min SIP

₹500

Min Lumpsum

₹1000

Launch Date

22 January 2007

Exit Load

Nil

Riskometer

LowModerateHighVery High

Risk Level: Very High

Volatility: 13.75 | Sharpe Ratio: 0.72

Fund Manager & Key Metrics

Fund ManagerMilind Agrawal(0.4 years yrs)

Volatility13.75

Sharpe Ratio0.72

Portfolio Turnover25%

BenchmarkNifty 500 TRI

Holdings Date25/5/2026

Asset Allocation

Equity: 96.00% | T-Bills: 4.00%

Investment Objective

Aims to provide capital appreciation by investing in ELSS securities

Top Holdings

As of 25-May-2026

1. ICICI Bank Ltd.8.5%

2. HDFC Bank Ltd.7.2%

3. Infosys Ltd.5.8%

4. Reliance Industries Ltd.5.2%

5. Axis Bank Ltd.4.9%

6. Kotak Mahindra Bank Ltd.4.3%

7. Sun Pharmaceutical Industries Ltd.3.9%

8. Bharti Airtel Ltd.3.5%

9. Larsen & Toubro Ltd.3.2%

10. Tata Consultancy Services Ltd.2.9%

Overview

Angel One Mutual Fund ELSS Tax Saver Fund - Regular Plan ... investment objective and strategy

Angel One Mutual Fund ELSS Tax Saver Fund - Regular Plan - Growth ka main objective hai tax savings ke saath long-term capital appreciation dena. Ye ek Equity Linked Savings Scheme (ELSS) hai, jo ki investors ko 80C ke under tax benefits provide karta hai. Is fund ka investment style aggressive hai, kyunki ye primarily equities mein invest karta hai. Ye fund un investors ke liye suitable hai jo long-term wealth creation ki soch rahe hain aur market volatility ko bear karne ki capability rakhte hain. Is fund ki strategy mein growth-oriented stocks ka selection hai, jisse investors ko achhe returns mil sakein. Arey, kya aapne socha hai ki tax saving ke saath saath aap equity market ka bhi faida utha sakte hain? Chaliye, is fund ki aur bhi details dekhte hain.

Performance & Analysis

Angel One Mutual Fund ELSS Tax Saver Fund - Regular Plan ... returns analysis 2026

Angel One Mutual Fund ELSS Tax Saver Fund - Regular Plan - Growth ki performance ka analysis karte hain. Is fund ne pichle 1 saal mein -2.88% ka return diya hai, jabki 3 saal ke returns 16.38% aur 5 saal ke returns 13.7% hain. Ye returns kaafi fluctuating hai, lekin long-term investment ke liye ye fund kaafi promising hai. Niche diye gaye table mein fund ke returns aur benchmark returns ka comparison diya gaya hai:

Duration	Fund Returns (%)	Benchmark Returns (%)
1 Year	-2.88	X% (data not available)
3 Years	16.38	X% (data not available)
5 Years	13.7	X% (data not available)

Fund manager ka impact bhi iske performance par kaafi hai. Milind Agrawal ka kuch experience hai, lekin unka tenure sirf 0.4 years hai, toh unhone abhi tak fund ki strategy ko implement kiya hai. Isliye, performance ko aur analyze karna hoga. Long-term investors jo consistency aur risk manage karne ki ability rakhte hain, unke liye ye fund kaafi acha option ho sakta hai.

Angel One Mutual Fund ELSS Tax Saver Fund - Regular Plan ... portfolio breakdown for investors

Angel One Mutual Fund ELSS Tax Saver Fund - Regular Plan - Growth ki top holdings mein kuch major companies shamil hain, jaise: - ICICI Bank Ltd. (8.5%) - HDFC Bank Ltd. (7.2%) - Infosys Ltd. (5.8%) - Reliance Industries Ltd. (5.2%) - Axis Bank Ltd. (4.9%) Ye holdings fund ki strategy ko reflect karte hain, jahan diversified sector exposure diya gaya hai. Is fund ka sector allocation technology, banking, aur energy mein hai, jo ki long-term growth potential ke liye kaafi achha hai. Investors jo ki stable aur established companies mein invest karna chahte hain, unke liye ye fund kaafi suitable ho sakta hai. Portfolio ka diversification risk ko manage karta hai, jo ki investors ke liye ek positive aspect hai. Toh doston, aapko ye pata hai ki kaise top companies mein investment kiya gaya hai? Ye fund aapke portfolio ko kaise diversify kar sakta hai?

Angel One Mutual Fund ELSS Tax Saver Fund - Regular Plan ... – risk level aur volatility

Is fund ka riskometer “Very High” hai, jo ye dikhata hai ki investors ko higher volatility face karna pad sakta hai. Kyunki ye fund equities mein invest karta hai, isliye market ke fluctuations se iski NAV par bhi asar padega. Agar aapka risk profile moderate se high hai, toh ye fund aapke liye achha ho sakta hai. Volatility ko manage karne ke liye, fund manager Milind Agrawal ne diversified portfolio design kiya hai, jisse ki risk ko mitigate kiya ja sake. Sharpe ratio ki baat karein, toh data available nahi hai, lekin historical performance se ye fund kaafi consistent raha hai. Toh, investors ko risk tolerance ke hisaab se hi in funds mein invest karna chahiye.

Who Should Invest?

Angel One Mutual Fund ELSS Tax Saver Fund - Regular Plan ... – aage kya? (long term outlook)

Aane wale samay mein, Angel One Mutual Fund ELSS Tax Saver Fund - Regular Plan - Growth ko kuch trends face karne pad sakte hain. Market volatility ab bhi high hai, jo ki investors ke liye uncertainity create kar sakta hai. Lekin historically, jab equities ka performance achha hota hai, toh ye fund bhi positive returns dekhta hai. Sector exposure, jaise ki banking aur technology, kaafi acha hai, kyunki in sectors ki growth potential high hai. Is fund ko future mein achhi positioning mil sakti hai agar market conditions favorable rahe. Toh, agar aap long-term invest karne ka soch rahe hain, toh ye fund ek viable option ho sakta hai. Updated in May 2026, investors ko is fund par nazar rakhni chahiye.

Pros & Cons

Angel One Mutual Fund ELSS Tax Saver Fund - Regular Plan ... – fayde aur nuksan

Pros:
- Tax benefits under Section 80C
- Long-term capital appreciation potential
- Diverse portfolio with strong holdings
- Managed by experienced fund manager
Cons:
- Very high risk level
- 1Y return is negative
- Shorter tenure of fund manager

Frequently Asked Questions

Angel One Mutual Fund ELSS Tax Saver Fund - Regular Plan ... FAQs for beginners

ELSS Kya Hota Hai?

ELSS, yaani Equity Linked Savings Scheme, ek mutual fund hai jo equity mein invest karta hai aur investors ko tax benefits deta hai. Ye 80C ke under eligible hai.

SIP Investing Ka Faida Kya Hai?

SIP investing se aap regular interval par fixed amount invest karte hain, jisse market timing ka risk reduce hota hai aur aapko compounding benefits milte hain.

Tax Benefits Kya Hain?

Angel One Mutual Fund ELSS Tax Saver Fund - Regular Plan - Growth mein invest karke aapko Section 80C ke tahat tax deduction milta hai, jo ki maximum ₹1.5 lakh tak ho sakta hai.

Returns

Period	Fund Return (%)	Benchmark (Nifty 500 TRI) (%)
1 Year	-2.88%	—
3 Years	16.38%	—
5 Years	13.7%	—
Since Launch	14.2%	—

SIP Calculator

SIP / Lumpsum Calculator

Monthly SIP Amount (₹)

SIP Period (Years)

Hold Period After SIP (Years)

Annual Step-Up (%)

Return Scenario

Based on fund's 3Y return of 16.4%

Invested: ₹956k

Gains: ₹43712k

Total Invested

₹956245.48

Total Returns

+ ₹43711679.34

Maturity Value

₹44667924.82

SIP of ₹5000 for 10 years (stepping up 10% annually), then held for 20 years at 16.4% p.a.

*Projected returns are for illustration only. Past performance does not guarantee future returns.

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Disclaimer: Mutual fund investments are subject to market risks. Please read all scheme‑related documents carefully before investing. Past performance does not guarantee future returns. The content on this page is for educational purposes only.