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ELSSVSLarge Cap

Axis ELSS Tax Saver Fund vs Edelweiss Mutual Fund Large Cap Fund

Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.

3Y Return

11.66%

VS

3Y Return

14.7%

ParameterAAxis ELSS Tax Saver Fund - Direct Plan - GrowthBEdelweiss Mutual Fund Large Cap Fund - Direct Plan - Growth
Fund HouseAxis Mutual FundEdelweiss Mutual Fund
CategoryELSSLarge Cap
NAV (โ‚น)104.77497.22
AUM (โ‚น Cr)3.16 Lac Cr2.33 Lac Cr
Expense Ratio (%)1.66%0.52%
RiskometerVery HighVery High
Volatility13.412.9
Sharpe Ratio0.390.64
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 (โ‚น)500500
Min Lumpsum (โ‚น)10001000
Launch Date2 January 20132 January 2013
Exit LoadNilNil
Fund ManagerAshish Naik; Shreyash Devalkar (2.8 years yrs)Bharat Lahoti (3.5 years yrs)
BenchmarkNifty 500 TRINifty 50
Top 3 HoldingsICICI 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 AllocationEquity: 97.56%Equity: 96.00% | T-Bills: 4.00%
Portfolio Turnover14%32%

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 Edelweiss Mutual Fund Large Cap Fund?

  • Expense ratio: 0.52%
  • 3Y return: 14.7%
  • AUM: 2.33 Lac Cr
  • Sharpe Ratio: 0.64

SIP Calculator โ€“ Compare Growth Potential

Axis ELSS Tax Saver Fund

โ‚น1138461.04

@11.7% annual return (3Y)

Edelweiss Mutual Fund Large Cap Fund

โ‚น1367804.07

@14.7% annual return (3Y)

*Projected returns are illustrative based on historical 3โ€‘year returns. Past performance does not guarantee future returns.

Mahendra Maurya

Mahendra Maurya

6+ Years in Banking, Wealth Management & Financial Services

Founder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.

๐Ÿ“Š Author & Founder at Share Target Price

โš ๏ธ Disclaimer: Mutual fund investments are subject to market risks. Past performance does not guarantee future returns. AI-generated insights are based solely on historical data and do not constitute investment advice. Please consult your SEBI-registered financial advisor.