Axis Mutual FundELSSVery High Risk

Axis ELSS Tax Saver Fund - Direct Plan - Growth

Current NAV₹104.77as of 30/5/2026

AUM3.16 Lac Cr

AUM

3.16 Lac Cr

Expense Ratio

1.66%

Min SIP

₹500

Min Lumpsum

₹1000

Launch Date

2 January 2013

Exit Load

Nil

Riskometer

LowModerateHighVery High

Risk Level: Very High

Volatility: 13.4 | Sharpe Ratio: 0.39

Fund Manager & Key Metrics

Fund ManagerAshish Naik; Shreyash Devalkar(2.8 years yrs)

Volatility13.4

Sharpe Ratio0.39

Portfolio Turnover14%

BenchmarkNifty 500 TRI

Holdings Date25/5/2026

Asset Allocation

Equity: 97.56%

Investment Objective

Aims to provide capital appreciation by investing in ELSS securities

Top Holdings

As of 25-May-2026

1. ICICI Bank Ltd.7.04%

2. HDFC Bank Ltd.5.64%

3. Bharti Airtel Ltd.4.32%

4. Bajaj Finance Ltd.3.69%

5. Reliance Industries Ltd.3.59%

6. State Bank of India3.18%

7. Infosys Ltd.3.14%

8. Larsen & Toubro Ltd.2.98%

9. Mahindra & Mahindra Ltd.2.63%

10. Eternal Ltd.2.56%

Overview

Axis ELSS Tax Saver Fund - Direct Plan - Growth investment objective and strategy

Axis ELSS Tax Saver Fund - Direct Plan - Growth ka main objective hai long-term wealth creation through equity investments. Ye fund ELSS category mein aata hai, jiska matlab hai ki aap ismein invest karke tax benefits le sakte hain. Fund ka investment style primarily growth-oriented hai, jismein majorly large-cap aur mid-cap stocks mein invest kiya jata hai. Ye fund un investors ke liye suitable hai jo long-term investing ke liye soch rahe hain aur tax saving ke saath-saath wealth creation chahte hain. Agar aap risk ko tolerate kar sakte hain, to ye fund aapke liye ek achha option ho sakta hai.

Performance & Analysis

Axis ELSS Tax Saver Fund - Direct Plan - Growth yearly return performance

Axis ELSS Tax Saver Fund - Direct Plan - Growth ki performance ko dekhte hain. Is fund ne pichle 1 saal mein **-2.52%** return diya hai, jo ki thoda disappointing hai, lekin agar hum 3 saal ki performance dekhein, to ye **11.66%** aur 5 saal mein **8.43%** return de raha hai. Ye returns benchmark Nifty 500 TRI se compare karne par kaafi important hote hain. Ek baat dhyan dene wali hai ki is fund ke returns mein consistency hai, lekin 1 saal ka negative return market ke volatility ko darshata hai. Fund managers, Ashish Naik aur Shreyash Devalkar, is fund ko manage kar rahe hain aur unka tenure ab tak 2.8 saal hai. Unka investment approach solid hai, lekin market conditions ka bhi bahut bada haath hota hai. Market volatility aur economic factors ke chalte short-term returns vary hote hain, isliye long-term investors ko patience zaroor rakhni chahiye.

⚠️ Disclaimer: Educational only. Mutual funds are subject to market risks. Past performance does not guarantee future returns. Consult your SEBI-registered advisor.

Axis ELSS Tax Saver Fund - Direct Plan - Growth ke top holdings aur portfolio

Axis ELSS Tax Saver Fund - Direct Plan - Growth ki top holdings mein kuch leading companies hain jo market mein strong position rakhti hain. Is fund ki top 5 holdings yeh hain: 1. **ICICI Bank Ltd.** - 7.04% 2. **HDFC Bank Ltd.** - 5.64% 3. **Bharti Airtel Ltd.** - 4.32% 4. **Bajaj Finance Ltd.** - 3.69% 5. **Reliance Industries Ltd.** - 3.59% Iske alawa, fund ka sector allocation diversified hai, jo ki banking, telecommunications, aur financial services ke segments mein kuch major players ko include karta hai. Is tarah ka portfolio strategy investors ko market volatility se bachata hai aur long-term growth ke liye potential create karta hai. Ye holdings fund ki overall strategy se align hoti hain, kyunki in sectors mein growth prospects achhe hain.

Axis ELSS Tax Saver Fund - Direct Plan - Growth risk analysis and volatility

Axis ELSS Tax Saver Fund - Direct Plan - Growth ka riskometer "Very High" hai, jo is fund ki risk profile ko darshata hai. Iska matlab hai ki isme investment karne wale investors ko market ki volatility samajhni padti hai. Risk ko manage karne ke liye investors ko portfolio diversification aur market trends ka dhyan rakhna hoga. Agar aap risk se bachne ke liye ready hain, to ye fund aapke liye suitable ho sakta hai.

Who Should Invest?

Axis ELSS Tax Saver Fund - Direct Plan - Growth – aage kya? (long term outlook)

Axis ELSS Tax Saver Fund - Direct Plan - Growth ki future outlook kuch promising ho sakti hai. Market mein kuch sectors, jaise ki technology aur renewable energy, mein growth potential hai, jo is fund ke returns ko positively impact kar sakte hain. Historically, ELSS funds long-term mein achhe returns dete aaye hain, aur agar aap 5-7 saal ke investment horizon ki baat karein, to aapko better results mil sakte hain. Updated in May 2026, investors ko ye samajhna hoga ki kisi bhi tarah ki economic changes aur market dynamics ke chalte returns fluctuate kar sakte hain. Ye fund un logon ke liye best hai jo long-term investment karne ke liye tayaar hain aur tax benefits bhi chahte hain.

Pros & Cons

Axis ELSS Tax Saver Fund - Direct Plan - Growth advantages and disadvantages

Pros:
- Long-term capital appreciation potential
- Tax benefits under section 80C
- Strong portfolio with blue-chip stocks
- Experienced fund management team
Cons:
- High volatility in short-term
- 1-year performance is negative
- Expense ratio of 1.66% is moderate

Frequently Asked Questions

Axis ELSS Tax Saver Fund - Direct Plan - Growth FAQs for beginners

1. Axis ELSS Tax Saver Fund - Direct Plan - Growth kya hai?

Axis ELSS Tax Saver Fund - Direct Plan - Growth ek equity mutual fund hai jo long-term wealth creation aur tax saving ke liye invest karta hai. Ye ELSS category mein aata hai, jisme aapko tax benefits milte hain.

2. SIP ke through Axis ELSS Tax Saver Fund - Direct Plan - Growth mein kaise invest karein?

Aap SIP (Systematic Investment Plan) ke through Axis ELSS Tax Saver Fund - Direct Plan - Growth mein invest kar sakte hain. Ismein aap ek fixed amount har month invest karte hain, jo aapko long-term mein wealth build karne mein madad karega.

3. Kya is fund mein investment karne se tax benefits milte hain?

Haan, Axis ELSS Tax Saver Fund - Direct Plan - Growth mein investment karne par aapko tax benefits milte hain under section 80C of the Income Tax Act. Isse aap apni taxable income ko reduce kar sakte hain.

Returns

Period	Fund Return (%)	Benchmark (Nifty 500 TRI) (%)
1 Year	-2.52%	—
3 Years	11.66%	—
5 Years	8.43%	—
Since Launch	15.62%	—

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 11.7%

Invested: ₹956k

Gains: ₹14397k

Total Invested

₹956245.48

Total Returns

+ ₹14397331.29

Maturity Value

₹15353576.77

SIP of ₹5000 for 10 years (stepping up 10% annually), then held for 20 years at 11.7% 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.