Axis ELSS Tax Saver Direct Plan Growth

Axis ELSS Tax Saver Direct Plan Growth

+14.50%
3Y annualised
+0.46% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Mar '26
₹99.61
Min. for SIP
₹500
Fund size
₹33,185.50 Cr
Expense ratio
0.83%

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹55,916
-6.81%
3 years₹1,80,000₹1,88,335
+4.63%
5 years₹3,00,000₹3,49,427
+16.48%
10 years₹6,00,000₹10,37,252
+72.88%

Holdings (82)

NameSectorInstrumentsAssets
ICICI Bank Ltd.FinancialEquity7.31%
HDFC Bank Ltd.FinancialEquity6.54%
Bharti Airtel Ltd.CommunicationEquity3.71%
Infosys Ltd.TechnologyEquity3.38%
Bajaj Finance Ltd.FinancialEquity3.34%
State Bank of IndiaFinancialEquity2.99%
Larsen & Toubro Ltd.ConstructionEquity2.97%
Reliance Industries Ltd.EnergyEquity2.82%
Mahindra & Mahindra Ltd.AutomobileEquity2.61%
Pidilite Industries Ltd.ChemicalsEquity2.25%
Divi's Laboratories Ltd.HealthcareEquity2.21%
Ultratech Cement Ltd.ConstructionEquity2.20%
Eternal Ltd.ServicesEquity2.15%
Torrent Power Ltd.EnergyEquity2.12%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity1.96%
Kotak Mahindra Bank Ltd.FinancialEquity1.92%
CG Power and Industrial Solutions Ltd.Capital GoodsEquity1.67%
Tata Consultancy Services Ltd.TechnologyEquity1.67%
Axis Bank Ltd.FinancialEquity1.65%
PI Industries Ltd.ChemicalsEquity1.62%
Shriram Finance LtdFinancialEquity1.60%
The Indian Hotels Company Ltd.ServicesEquity1.41%
Titan Company Ltd.Consumer DiscretionaryEquity1.34%
Sun Pharmaceutical Industries Ltd.HealthcareEquity1.23%
HDFC Life Insurance Co Ltd.InsuranceEquity1.22%
The Federal Bank Ltd.FinancialEquity1.22%
TVS Motor Company Ltd.AutomobileEquity1.17%
Interglobe Aviation Ltd.ServicesEquity1.16%
Tata Steel Ltd.Metals & MiningEquity1.04%
Sona BLW Precision Forgings Ltd.AutomobileEquity1.03%
Hindustan Unilever Ltd.Consumer StaplesEquity1.02%
Cummins India Ltd.Capital GoodsEquity1.00%
Hyundai Motor India Ltd.AutomobileEquity0.99%
Vishal Mega Mart Ltd.ServicesEquity0.98%
Mankind Pharma Ltd.HealthcareEquity0.94%
Tata Motors Ltd.AutomobileEquity0.91%
Apollo Hospitals Enterprise Ltd.HealthcareEquity0.87%
Apar Industries Ltd.Consumer StaplesEquity0.83%
GE Vernova T&D India LtdCapital GoodsEquity0.83%
Max Healthcare Institute Ltd.HealthcareEquity0.81%
Karur Vysya Bank Ltd.FinancialEquity0.77%
Nestle India Ltd.Consumer StaplesEquity0.75%
Fortis Healthcare Ltd.HealthcareEquity0.74%
Varun Beverages Ltd.Consumer StaplesEquity0.73%
PB Fintech Ltd.ServicesEquity0.72%
Navin Fluorine International Ltd.ChemicalsEquity0.71%
JB Chemicals & Pharmaceuticals Ltd.HealthcareEquity0.67%
Schaeffler India Ltd.Capital GoodsEquity0.61%
Solar Industries India Ltd.ChemicalsEquity0.59%
Jindal Steel Ltd.Metals & MiningEquity0.55%
Sundaram Finance Ltd.FinancialEquity0.55%
ICICI Lombard General Insurance Company Ltd.InsuranceEquity0.54%
Power Grid Corporation Of India Ltd.EnergyEquity0.51%
Blue Star Ltd.Consumer DiscretionaryEquity0.50%
Trent Ltd.ServicesEquity0.49%
Bharat Heavy Electricals Ltd.Capital GoodsEquity0.48%
Avenue Supermarts Ltd.ServicesEquity0.46%
Hitachi Energy India Ltd.Capital GoodsEquity0.45%
Ather Energy Ltd.AutomobileEquity0.45%
Bajaj Finserv Ltd.FinancialEquity0.44%
Torrent Pharmaceuticals Ltd.HealthcareEquity0.44%
UNO Minda Ltd.AutomobileEquity0.43%
Coromandel International Ltd.ChemicalsEquity0.41%
Tenneco Clean Air India LtdAutomobileEquity0.41%
Prestige Estates Projects Ltd.ConstructionEquity0.40%
Samvardhana Motherson International Ltd.AutomobileEquity0.37%
Premier Energies Ltd.EnergyEquity0.36%
LG Electronics India Ltd.Consumer DiscretionaryEquity0.36%
Persistent Systems Ltd.TechnologyEquity0.36%
Delhivery Ltd.ServicesEquity0.34%
The Phoenix Mills Ltd.ConstructionEquity0.33%
Anthem Biosciences Ltd.HealthcareEquity0.32%
Jyoti CNC Automation Ltd.Capital GoodsEquity0.32%
Godrej Consumer Products Ltd.Consumer StaplesEquity0.27%
Tech Mahindra Ltd.TechnologyEquity0.27%
Dixon Technologies (India) Ltd.Capital GoodsEquity0.26%
ITC Ltd.Consumer StaplesEquity0.24%
Info Edge (India) Ltd.ServicesEquity0.23%
ICICI Prudential Asset Management Company Ltd.FinancialEquity0.23%
Meesho Ltd.ServicesEquity0.04%
TVS Motor Company Ltd - Pref. SharesAutomobilePref. Shares0.01%
Crompton Greaves Consumer Electricals Ltd.Consumer DiscretionaryEquity0.01%
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+14.5%+8.3%+12.9%+15.4%
Category average (Equity ELSS)+16.4%+16.5%+14.0%--
Rank (Equity ELSS)263324--

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 ₹3,66,904 Cr and the Latest NAV as of 20 Mar 2026 is ₹99.61. 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₹3,66,904.00 Cr
Date of Incorporation04 Sep 2009
Phone022-24255161
E-mail--
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,