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LiquidVSELSS
Axis Liquid Fund vs Axis ELSS Tax Saver Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
6.98%
VS
3Y Return
11.66%
| Parameter | AAxis Liquid Fund - Direct Plan - Growth | BAxis ELSS Tax Saver Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Axis Mutual Fund | Axis Mutual Fund |
| Category | Liquid | ELSS |
| NAV (βΉ) | 3096.85 | 104.77 |
| AUM (βΉ Cr) | 5.16 Lac Cr | 3.16 Lac Cr |
| Expense Ratio (%) | 0.11% | 1.66% |
| Riskometer | Low | Very High |
| Volatility | 0.11 | 13.4 |
| Sharpe Ratio | 4.36 | 0.39 |
| 1 Year Return (%) | 6.25% | -2.52% |
| 3 Year Return (%) | 6.98% | 11.66% |
| 5 Year Return (%) | 6.17% | 8.43% |
| Since Launch (%) | 6.86% | 15.62% |
| Min SIP (βΉ) | 500 | 500 |
| Min Lumpsum (βΉ) | 1000 | 1000 |
| Launch Date | 1 January 2013 | 2 January 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | Aditya Pagaria; Devang Shah; Sachin Jain (13.4 years yrs) | Ashish Naik; Shreyash Devalkar (2.8 years yrs) |
| Benchmark | NIFTY Liquid Index | Nifty 500 TRI |
| Top 3 Holdings | Reserve Bank of India (3.46%), National Bank For Agriculture & Rural Development (3.37%), Reliance Jio Infocomm Ltd. (2.9%) | ICICI Bank Ltd. (7.04%), HDFC Bank Ltd. (5.64%), Bharti Airtel Ltd. (4.32%) |
| Asset Allocation | CP: 53.47% | CD: 31.44% | T-Bills: 11.86% | Debenture: 0.88% | Money Mkt: 0.39% | Bonds/NCD: 0.28% | NCD: 0.24% | Debt: 0.09% | IRS: 0.0% | Equity: 97.56% |
| Portfolio Turnover | 207% | 14% |
Why consider Axis Liquid Fund?
- Expense ratio: 0.11%
- 3Y return: 6.98%
- AUM: 5.16 Lac Cr
- Sharpe Ratio: 4.36
Why consider Axis ELSS Tax Saver Fund?
- Expense ratio: 1.66%
- 3Y return: 11.66%
- AUM: 3.16 Lac Cr
- Sharpe Ratio: 0.39
SIP Calculator β Compare Growth Potential
Axis Liquid Fund
βΉ869500.53
@7.0% annual return (3Y)
Axis ELSS Tax Saver Fund
βΉ1138461.04
@11.7% annual return (3Y)
*Projected returns are illustrative based on historical 3βyear returns. Past performance does not guarantee future returns.
Mahendra Maurya
6+ Years in Banking, Wealth Management & Financial ServicesFounder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.
π Author & Founder at Share Target Price
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β οΈ 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.