Axis ELSS Tax Saver Direct Plan Growth

Equity
ELSS
Very High Risk
3Y Lock In
9.84%
3Y annualised
+0.23% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 17 Sep 2024₹110.98
Min. SIP amount₹500
Rating1
Fund size₹38,422.94Cr

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 returns35.5%9.8%18.8%18.6%
Category average38.1%18.5%23.2%NA
Rank with in category253331NA
Understand terms

Holdings (70)

NameSectorInstrumentAssets
FinancialEquity5.96%
TechnologyEquity5.75%
EnergyEquity5.64%
ServicesEquity5.03%
FinancialEquity5.02%
HealthcareEquity3.21%
ChemicalsEquity3.09%
Consumer StaplesEquity3.02%
FinancialEquity2.98%
AutomobileEquity2.91%
See All

Pros and cons

Category: Equity ELSS

Pros

Exit load is zero
Lower expense ratio: 0.77%
10Y annualised returns higher than category average by 0.15%

Cons

Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
Lock-in period: 3Y
Low rating: 1

Expense ratio, exit load and tax

Expense ratio: 0.77%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (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%.

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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