Axis ELSS Tax Saver Direct Plan Growth

Axis ELSS Tax Saver Direct Plan Growth

ELSS • 3Y Lock-in
Equity
ELSS
Very High Risk
+15.95%
3Y annualised
+0.13% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 19 Jan '26
₹108.36
Min. SIP amount
₹500
Fund size
₹34,262.95 Cr
Expense ratio
0.81%

Return calculator

Monthly SIP
One time
Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹61,273
+2.12%
3 years₹1,80,000₹2,10,410
+16.89%
5 years₹3,00,000₹3,87,123
+29.04%
10 years₹6,00,000₹11,57,249
+92.87%

Holdings (99)

NameSectorInstrumentsAssets
HDFC Bank Ltd.FinancialEquity7.68%
ICICI Bank Ltd.FinancialEquity6.65%
Bharti Airtel Ltd.CommunicationEquity4.28%
Infosys Ltd.TechnologyEquity3.89%
Bajaj Finance Ltd.FinancialEquity3.44%
Larsen & Toubro Ltd.ConstructionEquity2.75%
Mahindra & Mahindra Ltd.AutomobileEquity2.63%
Tata Consultancy Services Ltd.TechnologyEquity2.42%
Eternal Ltd.ServicesEquity2.40%
Ultratech Cement Ltd.ConstructionEquity2.40%
State Bank of IndiaFinancialEquity2.28%
Pidilite Industries Ltd.ChemicalsEquity2.16%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity2.15%
Torrent Power Ltd.EnergyEquity2.14%
Divi's Laboratories Ltd.HealthcareEquity2.13%
Reliance Industries Ltd.EnergyEquity1.75%
PI Industries Ltd.ChemicalsEquity1.63%
CG Power and Industrial Solutions Ltd.Capital GoodsEquity1.60%
The Indian Hotels Company Ltd.ServicesEquity1.51%
Kotak Mahindra Bank Ltd.FinancialEquity1.46%
The Federal Bank Ltd.FinancialEquity1.43%
Interglobe Aviation Ltd.ServicesEquity1.33%
Shriram Finance LtdFinancialEquity1.30%
Sun Pharmaceutical Industries Ltd.HealthcareEquity1.30%
TVS Motor Company Ltd.AutomobileEquity1.25%
PB Fintech Ltd.ServicesEquity1.22%
Titan Company Ltd.Consumer DiscretionaryEquity1.21%
Vishal Mega Mart Ltd.ServicesEquity1.10%
Hindustan Unilever Ltd.Consumer StaplesEquity1.07%
Info Edge (India) Ltd.ServicesEquity1.04%
HDFC Life Insurance Co Ltd.InsuranceEquity1.03%
Hyundai Motor India Ltd.AutomobileEquity1.02%
Sona BLW Precision Forgings Ltd.AutomobileEquity0.90%
Cummins India Ltd.Capital GoodsEquity0.88%
Mankind Pharma Ltd.HealthcareEquity0.85%
Karur Vysya Bank Ltd.FinancialEquity0.77%
Varun Beverages Ltd.Consumer StaplesEquity0.77%
Apollo Hospitals Enterprise Ltd.HealthcareEquity0.76%
Max Healthcare Institute Ltd.HealthcareEquity0.75%
Fortis Healthcare Ltd.HealthcareEquity0.74%
Trent Ltd.ServicesEquity0.68%
ICICI Lombard General Insurance Company Ltd.InsuranceEquity0.66%
GE Vernova T&D India LtdCapital GoodsEquity0.66%
Navin Fluorine International Ltd.ChemicalsEquity0.65%
Nestle India Ltd.Consumer StaplesEquity0.65%
Tech Mahindra Ltd.TechnologyEquity0.63%
Apar Industries Ltd.Consumer StaplesEquity0.60%
JB Chemicals & Pharmaceuticals Ltd.HealthcareEquity0.58%
Avenue Supermarts Ltd.ServicesEquity0.56%
Maruti Suzuki India Ltd.AutomobileEquity0.53%
Schaeffler India Ltd.Capital GoodsEquity0.52%
Cipla Ltd.HealthcareEquity0.52%
Hindustan Aeronautics Ltd.Capital GoodsEquity0.52%
Sundaram Finance Ltd.FinancialEquity0.51%
Bajaj Finserv Ltd.FinancialEquity0.48%
Persistent Systems Ltd.TechnologyEquity0.46%
UNO Minda Ltd.AutomobileEquity0.45%
Prestige Estates Projects Ltd.ConstructionEquity0.44%
Blue Star Ltd.Consumer DiscretionaryEquity0.43%
Coromandel International Ltd.ChemicalsEquity0.41%
Premier Energies Ltd.EnergyEquity0.40%
Jindal Steel Ltd.Metals & MiningEquity0.40%
Solar Industries India Ltd.ChemicalsEquity0.38%
Tata Motors Ltd.AutomobileEquity0.38%
Ather Energy Ltd.AutomobileEquity0.37%
Torrent Pharmaceuticals Ltd.HealthcareEquity0.37%
Jyoti CNC Automation Ltd.Capital GoodsEquity0.37%
The Phoenix Mills Ltd.ConstructionEquity0.36%
Tata Steel Ltd.Metals & MiningEquity0.35%
LG Electronics India Ltd.Consumer DiscretionaryEquity0.33%
Samvardhana Motherson International Ltd.AutomobileEquity0.33%
Godrej Consumer Products Ltd.Consumer StaplesEquity0.32%
Hitachi Energy India Ltd.Capital GoodsEquity0.31%
Dixon Technologies (India) Ltd.Capital GoodsEquity0.29%
Tenneco Clean Air India LtdAutomobileEquity0.27%
Anthem Biosciences Ltd.HealthcareEquity0.27%
REC Ltd.FinancialEquity0.27%
Godrej Properties Ltd.ConstructionEquity0.27%
Bharat Heavy Electricals Ltd.Capital GoodsEquity0.27%
Tata Communications Ltd.CommunicationEquity0.25%
Hindalco Industries Ltd.Metals & MiningEquity0.25%
Tata Consumer Products Ltd.Consumer StaplesEquity0.25%
HCL Technologies Ltd.TechnologyEquity0.24%
Siemens Energy India Ltd.EnergyEquity0.22%
Krishna Institute of Medical Sciences LtdHealthcareEquity0.21%
Clean Science And Technology Ltd.ChemicalsEquity0.19%
Kaynes Technology India Ltd.Capital GoodsEquity0.12%
Bharat Petroleum Corporation Ltd.EnergyEquity0.12%
Crompton Greaves Consumer Electricals Ltd.Consumer DiscretionaryEquity0.12%
HDB Financial Services Ltd.FinancialEquity0.11%
Tata Capital Ltd.FinancialEquity0.11%
L&T Finance Ltd.FinancialEquity0.10%
Havells India Ltd.Capital GoodsEquity0.10%
Meesho Ltd.ServicesEquity0.10%
ICICI Prudential Life Insurance Company Ltd.InsuranceEquity0.09%
Lenskart Solutions Ltd.Consumer DiscretionaryEquity0.07%
Brigade Enterprises Ltd.ConstructionEquity0.06%
Kwality Walls India Ltd.Consumer StaplesEquity0.02%
TVS Motor Company Ltd - Pref. SharesAutomobilePref. Shares0.01%
See All

Minimum investments

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

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+15.9%+10.8%+13.7%+16.4%
Category average (Equity ELSS)+16.4%+16.5%+14.0%--
Rank (Equity ELSS)273326--

Exit load, stamp duty and tax

Exit load

Nil

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Fund management

SD
Shreyash Devalkar
Aug 2023 - Present
View details

Education
Mr. Devalkar is a B.Tech from UDCT Mumbai and PGDM (Management) from JBIMS Mumbai University
Experience
Prior to joining Axis Mutual Fund he has worked with BNP Paribas Mutual Fund as a Fund Manager, IDFC Capital, JP Morgan Services India and Calyon Bank.

AN
Ashish Naik
Aug 2023 - Present
View details

Education
Mr. Naik is a B.E from Mumbai University and MBA from XLRI, Jamshedpur.
Experience
Prior to joining Axis Mutual Fund he was associated with organizations such as Goldman Sachs and has over 7 years of experience as an Equity Analyst.

About Axis ELSS Tax Saver Direct Plan Growth

Axis ELSS Tax Saver Direct Plan Growth is a Equity Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 04 Sep 2009. Shreyash Devalkar is the Current Fund Manager of Axis ELSS Tax Saver Direct Plan Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,54,746 Cr and the Latest NAV as of 19 Jan 2026 is ₹108.36. The Axis ELSS Tax Saver Direct Plan Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹500. ;

Investment Objective

The scheme aims to generate regular long term capital growth from a diversified portfolio of equity and equity related securities. The Scheme Will invest in companies with strong growth & a sustainable business model.
Fund benchmarkNIFTY 500 Total Return Index

Fund house

Rank (total assets)#7 in India
Total AUM₹3,54,746.32 Cr
Date of Incorporation04 Sep 2009
Phone022-24255161
E-mailNA
Launch Date04 Sep 2009
Address23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
CustodianDeutsche Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,