Axis ELSS Tax Saver Direct Plan Growth

Equity
ELSS
Very High Risk
3Y Lock In
+14.77%
3Y annualised
+0.14% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Oct 2025
₹111.90
Rating
1
Min. SIP amount
₹500
Fund size
₹34,301.98Cr

Return calculator

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

Holdings (91)

NameSectorInstrumentAssets
FinancialEquity7.87%
FinancialEquity6.04%
FinancialEquity4.74%
CommunicationEquity4.45%
TechnologyEquity3.55%
ServicesEquity2.95%
AutomobileEquity2.74%
ConstructionEquity2.49%
ConstructionEquity2.46%
EnergyEquity2.38%
TechnologyEquity2.18%
ChemicalsEquity2.16%
ServicesEquity2.01%
FinancialEquity2.01%
EnergyEquity2.00%
FinancialEquity1.91%
Capital GoodsEquity1.82%
HealthcareEquity1.78%
ChemicalsEquity1.76%
ServicesEquity1.47%
ServicesEquity1.46%
ServicesEquity1.45%
AutomobileEquity1.21%
HealthcareEquity1.21%
Consumer StaplesEquity1.16%
FinancialEquity1.10%
HealthcareEquity1.07%
InsuranceEquity1.04%
AutomobileEquity1.03%
FinancialEquity1.03%
ServicesEquity0.98%
HealthcareEquity0.97%
ServicesEquity0.96%
AutomobileEquity0.95%
Consumer DiscretionaryEquity0.95%
HealthcareEquity0.95%
Capital GoodsEquity0.86%
Capital GoodsEquity0.78%
AutomobileEquity0.77%
ServicesEquity0.74%
Capital GoodsEquity0.62%
AutomobileEquity0.62%
FinancialEquity0.61%
Consumer StaplesEquity0.60%
Consumer StaplesEquity0.59%
FinancialEquity0.57%
Capital GoodsEquity0.57%
HealthcareEquity0.54%
AutomobileEquity0.51%
HealthcareEquity0.51%
Capital GoodsEquity0.49%
EnergyEquity0.49%
InsuranceEquity0.48%
HealthcareEquity0.47%
Consumer DiscretionaryEquity0.47%
Capital GoodsEquity0.46%
Capital GoodsEquity0.46%
Consumer StaplesEquity0.45%
Consumer StaplesEquity0.45%
FinancialEquity0.42%
ChemicalsEquity0.42%
ConstructionEquity0.42%
AutomobileEquity0.41%
ChemicalsEquity0.40%
HealthcareEquity0.40%
EnergyEquity0.40%
HealthcareEquity0.35%
ChemicalsEquity0.34%
HealthcareEquity0.32%
Capital GoodsEquity0.32%
Metals & MiningEquity0.31%
TechnologyEquity0.31%
ConstructionEquity0.30%
AutomobileEquity0.29%
TechnologyEquity0.27%
ConstructionEquity0.27%
ChemicalsEquity0.26%
Capital GoodsEquity0.24%
ChemicalsEquity0.24%
Consumer StaplesEquity0.23%
FinancialEquity0.22%
TechnologyEquity0.20%
Consumer DiscretionaryEquity0.13%
Capital GoodsEquity0.13%
EnergyEquity0.12%
FinancialEquity0.11%
Capital GoodsEquity0.11%
InsuranceEquity0.08%
Metals & MiningEquity0.06%
ConstructionEquity0.06%
TVS Motor Company Ltd - Pref. Shares
AutomobilePref. Shares0.01%
See All

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
1Y3Y5YAll
Fund returns2.9%14.8%16.6%17.0%
Category average0.1%17.7%20.5%NA
Rank with in category123231NA
Understand terms

Peer Comparison

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

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

Fund management

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 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
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,

Pros and cons

Category: Equity ELSS

Pros

Exit load is zero
Lower expense ratio: 0.81%
1Y annualised returns higher than category average by 2.7%

Cons

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

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