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Invest in direct mutual funds at zero charges via lump sump investments or SIPs
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1Y
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NAV: 24 Dec 2025
₹55.89
Rating
1
Min. SIP amount
₹500
Fund size
₹35,171.95Cr
Returns calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (97)
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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
| 3Y | 5Y | 10Y | All | |
|---|---|---|---|---|
| Fund returns | 15.9% | 11.8% | 13.4% | 16.6% |
| Category average | 17.9% | 16.9% | 14.0% | NA |
| Rank with in category | 31 | 33 | 24 | NA |
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Peer Comparison
| Equity, ELSS funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
SBI ELSS Tax Saver Fund Direct Plan IDCW | 5 | 6.5% | 25.7% | 32,326.50 |
HDFC ELSS Tax Saver Fund Direct Plan IDCW | 5 | 10.6% | 22.6% | 17,241.17 |
JM ELSS Tax Saver Fund Direct Plan IDCW | 4 | 4.2% | 22.5% | 228.21 |
DSP ELSS Tax Saver Fund Direct Plan IDCW | 4 | 8.3% | 22.1% | 17,241.31 |
Bandhan ELSS Tax Saver Fund Direct Plan IDCW | 4 | 8.8% | 18.7% | 7,214.53 |
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%.
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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: 0.81%
1Y annualised returns higher than category average by 2.1%
Cons
3Y, 5Y and 10Y annualised returns lower than category average
Lock-in period: 3Y
Low rating: 1
Compare funds
Axis ELSS Tax Saver Direct Plan IDCW
VS
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