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NAV: 08 Sep 2025
₹108.97
Rating
1
Min. SIP amount
₹500
Fund size
₹35,172.50Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (92)
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Minimum investment amounts
| Min. for 1st investment | ₹500 |
| Min. for 2nd investment onwards | ₹500 |
| Min. for SIP | ₹500 |
Returns and rankings
Category: Equity ELSS
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 0.8% | 12.4% | 16.5% | 16.9% |
| Category average | -2.4% | 15.8% | 20.6% | NA |
| Rank with in category | 8 | 32 | 31 | NA |
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Peer Comparison
| Equity, ELSS funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
SBI ELSS Tax Saver Fund Direct Growth | 5 | -1.2% | 23.7% | 30,271.16 |
HDFC ELSS Tax Saver Fund Direct Plan Growth | 5 | 4.4% | 21.7% | 16,579.03 |
Parag Parikh ELSS Tax Saver Fund Direct Growth | 5 | 5.2% | 19.0% | 5,538.01 |
Quantum ELSS Tax Saver Fund Direct Growth | 4 | -0.6% | 17.6% | 220.68 |
Bandhan ELSS Tax Saver Fund Direct Plan Growth | 4 | -2.9% | 15.9% | 6,973.73 |
Expense ratio, exit load and tax
Expense ratio: 0.80%
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%.
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Check past data
Fund management
Shreyash DevalkarAug 2023 - PresentView details
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.
Also manages these schemes
Ashish NaikAug 2023 - PresentView details
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.
Also manages these schemes
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
NAWebsite
www.axismf.com
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,
Email
[email protected]Website
www.karvymfs.comPros and cons
Category: Equity ELSS
Pros
Exit load is zero
Lower expense ratio: 0.8%
1Y annualised returns higher than category average by 3.14%
Cons
3Y, 5Y and 10Y annualised returns lower than category average
Lock-in period: 3Y
Low rating: 1
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Axis ELSS Tax Saver Direct Plan Growth
VS
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