Axis ELSS Tax Saver Fund vs Angel One Mutual Fund Large Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
11.66%
3Y Return
14.7%
dekho, humne do funds ki comparison ki hai - Axis ELSS Tax Saver Fund aur Angel One Mutual Fund Large Cap Fund. Dono hi alag categories mein aate hain, ELSS aur Large Cap. Is article mein hum aapko bataayenge ki inme se kaunsa fund long-term wealth creation ke liye better hai, aur kaunsa fund aapke SIP ke liye suitable hai.
| Parameter | AAxis ELSS Tax Saver Fund - Direct Plan - Growth | BAngel One Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Axis Mutual Fund | Angel One Mutual Fund |
| Category | ELSS | Large Cap |
| NAV (₹) | 104.77 | 497.22 |
| AUM (₹ Cr) | 3.16 Lac Cr | 2.58 Lac Cr |
| Expense Ratio (%) | 1.66% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 13.4 | 11.57 |
| Sharpe Ratio | 0.39 | 0.71 |
| 1 Year Return (%) | -2.52% | -4.02% |
| 3 Year Return (%) | 11.66% | 14.7% |
| 5 Year Return (%) | 8.43% | 12.03% |
| Since Launch (%) | 15.62% | 11.65% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 2 January 2013 | 2 January 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | Ashish Naik; Shreyash Devalkar (2.8 years yrs) | Sonam Udasi; Amey Sathe (9.2 years yrs) |
| Benchmark | Nifty 500 TRI | Nifty 50 |
| Top 3 Holdings | ICICI Bank Ltd. (7.04%), HDFC Bank Ltd. (5.64%), Bharti Airtel Ltd. (4.32%) | HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) |
| Asset Allocation | Equity: 97.56% | Equity: 96.00% | T-Bills: 4.00% |
| Portfolio Turnover | 14% | 19% |
🤖 AI Verdict – Which is Better?
Haan, dono funds ki comparison karke humne dekha ki Angel One Mutual Fund Large Cap Fund ka 3Y return 14.7% hai, jo Axis ELSS Tax Saver Fund se zyada hai. Iske alawa, Angel One ka expense ratio 0.52% hai, jo Axis ELSS ke 1.66% se kam hai. Lekin, dono funds ka riskometer very high hai, isliye hum Angel One ko long-term wealth creation ke liye better maante hain.
Why consider Axis ELSS Tax Saver Fund?
- Expense ratio: 1.66%
- 3Y return: 11.66%
- AUM: 3.16 Lac Cr
- Sharpe Ratio: 0.39
Why consider Angel One Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.58 Lac Cr
- Sharpe Ratio: 0.71
📈 SIP Suitability
Chaliye, SIP ke liye dekhte hain, toh Angel One Mutual Fund Large Cap Fund ka consistency aur return stability thoda zyada hai. Iske alawa, Angel One ka 3Y return bhi zyada hai, isliye hum Angel One ko SIP ke liye suitable maante hain.
⚠️ Risk & Cost Analysis
Sach ye hai ki dono funds ka riskometer very high hai, lekin Angel One ka Sharpe ratio 0.71 hai, jo Axis ELSS ke 0.39 se zyada hai. Iske alawa, Angel One ka expense ratio bhi kam hai, isliye hum maante hain ki Angel One better risk-adjusted returns deta hai.
📊 Portfolio Diversification
dekho, dono funds ki asset allocation aur top holdings ki comparison karte hain, toh Angel One ka top holdings mein HDFC Bank, ICICI Bank, aur Reliance Industries hai, jo diversified hai. Axis ELSS ka bhi top holdings mein ICICI Bank, HDFC Bank, aur Bharti Airtel hai, lekin Angel One ka diversification thoda zyada hai.
SIP Calculator – Compare Growth Potential
Axis ELSS Tax Saver Fund
₹1138461.04
@11.7% annual return (3Y)
Angel One Mutual Fund Large Cap Fund
₹1367804.07
@14.7% annual return (3Y)
*Projected returns are illustrative based on historical 3‑year returns. Past performance does not guarantee future returns.
❓ Frequently Asked Questions (Comparison)
Q1: Which fund gives better returns in the long run?
Angel One Mutual Fund Large Cap Fund ka 5Y return 12.03% hai, jo Axis ELSS Tax Saver Fund ke 8.43% se zyada hai, isliye Angel One long run mein better returns deta hai.
Q2: Is the higher risk fund worth it?
Haan, Angel One ka Sharpe ratio 0.71 hai, jo Axis ELSS ke 0.39 se zyada hai, isliye higher risk worth it hai.
Q3: Which fund is more cost‑effective?
Angel One Mutual Fund Large Cap Fund ka expense ratio 0.52% hai, jo Axis ELSS Tax Saver Fund ke 1.66% se kam hai, isliye Angel One more cost-effective hai.
Mahendra Maurya
6+ Years in Banking, Wealth Management & Financial ServicesFounder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.
📊 Author & Founder at Share Target Price