Axis ELSS Tax Saver Direct Plan Growth

Equity
ELSS
Very High Risk
3Y Lock In
9.33%
3Y annualised
-0.02% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 Feb 2025₹98.32
Min. SIP amount₹500
Rating1
Fund size₹34,496.58Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns9.2%9.3%12.1%16.7%
Category average4.0%13.5%16.7%NA
Rank with in category103332NA
Understand terms

Peer Comparison

Holdings (84)

NameSectorInstrumentAssets
FinancialEquity7.22%
FinancialEquity4.82%
FinancialEquity4.55%
CommunicationEquity4.14%
TechnologyEquity3.90%
EnergyEquity3.68%
TechnologyEquity3.21%
AutomobileEquity2.79%
HealthcareEquity2.38%
ServicesEquity2.22%
ConstructionEquity2.11%
ChemicalsEquity2.10%
HealthcareEquity2.03%
FinancialEquity1.89%
ConstructionEquity1.89%
ServicesEquity1.77%
FinancialEquity1.74%
ChemicalsEquity1.74%
ServicesEquity1.63%
Capital GoodsEquity1.61%
FinancialEquity1.59%
ServicesEquity1.51%
ServicesEquity1.32%
AutomobileEquity1.31%
AutomobileEquity1.11%
Consumer StaplesEquity1.06%
TechnologyEquity1.06%
FinancialEquity1.01%
EnergyEquity1.01%
HealthcareEquity1.00%
AutomobileEquity1.00%
ServicesEquity0.96%
HealthcareEquity0.94%
ChemicalsEquity0.90%
HealthcareEquity0.89%
InsuranceEquity0.87%
HealthcareEquity0.85%
Consumer StaplesEquity0.79%
FinancialEquity0.76%
HealthcareEquity0.74%
HealthcareEquity0.71%
FinancialEquity0.68%
Capital GoodsEquity0.66%
ServicesEquity0.63%
Consumer StaplesEquity0.63%
Consumer DiscretionaryEquity0.62%
InsuranceEquity0.60%
Capital GoodsEquity0.57%
ServicesEquity0.57%
FinancialEquity0.55%
InsuranceEquity0.54%
Consumer StaplesEquity0.53%
TechnologyEquity0.50%
AutomobileEquity0.47%
Metals & MiningEquity0.47%
DiversifiedEquity0.46%
ConstructionEquity0.46%
Capital GoodsEquity0.46%
AutomobileEquity0.45%
InsuranceEquity0.45%
Capital GoodsEquity0.45%
Consumer DiscretionaryEquity0.44%
Capital GoodsEquity0.42%
HealthcareEquity0.40%
ConstructionEquity0.37%
ChemicalsEquity0.33%
ConstructionEquity0.31%
ChemicalsEquity0.31%
Capital GoodsEquity0.31%
ChemicalsEquity0.30%
Capital GoodsEquity0.30%
HealthcareEquity0.28%
Consumer StaplesEquity0.26%
AutomobileEquity0.25%
Consumer StaplesEquity0.24%
Metals & MiningEquity0.24%
Consumer StaplesEquity0.21%
ConstructionEquity0.20%
Capital GoodsEquity0.19%
ServicesEquity0.18%
Consumer DiscretionaryEquity0.14%
Capital GoodsEquity0.10%
FinancialEquity0.01%
Capital GoodsEquity0.01%
See All

Pros and cons

Category: Equity ELSS

Pros

Exit load is zero
Lower expense ratio: 0.81%
1Y annualised returns higher than category average by 5.2%

Cons

3Y, 5Y and 10Y annualised returns lower than category average
Lock-in period: 3Y
Low rating: 1

Expense ratio, exit load and tax

Expense ratio: 0.81%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund management

Fund house & investment objective

Fund house contact details

Address
23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
Phone
022-24255161
Launch Date
04 Sep 2009
E-mail
NA
Axis Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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