Axis ELSS Tax Saver Direct Plan Growth

Equity
ELSS
Very High Risk
3Y Lock In
+12.52%
3Y annualised
+0.22% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 10 Sep 2025
₹109.72
Rating
1
Min. SIP amount
₹500
Fund size
₹34,527.72Cr

Return calculator

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

Holdings (91)

NameSectorInstrumentAssets
FinancialEquity8.17%
FinancialEquity6.22%
CommunicationEquity4.45%
FinancialEquity4.14%
TechnologyEquity3.50%
ServicesEquity2.95%
TechnologyEquity2.77%
ConstructionEquity2.55%
EnergyEquity2.48%
AutomobileEquity2.39%
ChemicalsEquity2.23%
ConstructionEquity2.08%
EnergyEquity2.03%
ServicesEquity2.01%
HealthcareEquity1.91%
ChemicalsEquity1.84%
Capital GoodsEquity1.76%
FinancialEquity1.76%
FinancialEquity1.67%
ServicesEquity1.54%
ServicesEquity1.53%
ServicesEquity1.42%
FinancialEquity1.27%
Consumer StaplesEquity1.22%
HealthcareEquity1.20%
AutomobileEquity1.15%
HealthcareEquity1.09%
InsuranceEquity1.06%
FinancialEquity1.02%
Consumer DiscretionaryEquity1.02%
AutomobileEquity0.99%
ServicesEquity0.99%
AutomobileEquity0.98%
AutomobileEquity0.98%
HealthcareEquity0.95%
ServicesEquity0.95%
HealthcareEquity0.91%
Capital GoodsEquity0.78%
ServicesEquity0.74%
Capital GoodsEquity0.72%
Consumer StaplesEquity0.65%
Consumer StaplesEquity0.65%
FinancialEquity0.62%
AutomobileEquity0.60%
Capital GoodsEquity0.58%
DiversifiedEquity0.55%
HealthcareEquity0.54%
HealthcareEquity0.53%
FinancialEquity0.53%
Capital GoodsEquity0.52%
Capital GoodsEquity0.50%
HealthcareEquity0.48%
Consumer StaplesEquity0.48%
NA
NAEquity0.47%
AutomobileEquity0.47%
InsuranceEquity0.47%
Consumer DiscretionaryEquity0.46%
FinancialEquity0.43%
ChemicalsEquity0.43%
ConstructionEquity0.43%
ChemicalsEquity0.41%
HealthcareEquity0.41%
Capital GoodsEquity0.40%
EnergyEquity0.39%
ChemicalsEquity0.35%
ChemicalsEquity0.34%
HealthcareEquity0.34%
Capital GoodsEquity0.34%
TechnologyEquity0.33%
Metals & MiningEquity0.31%
InsuranceEquity0.31%
Consumer DiscretionaryEquity0.31%
HealthcareEquity0.31%
Capital GoodsEquity0.30%
TechnologyEquity0.29%
ConstructionEquity0.29%
Metals & MiningEquity0.29%
Capital GoodsEquity0.28%
ConstructionEquity0.26%
ChemicalsEquity0.25%
Capital GoodsEquity0.25%
AutomobileEquity0.25%
Consumer StaplesEquity0.22%
FinancialEquity0.22%
TechnologyEquity0.21%
Capital GoodsEquity0.16%
ConstructionEquity0.16%
Capital GoodsEquity0.15%
FinancialEquity0.11%
EnergyEquity0.07%
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 returns0.8%12.5%16.8%16.9%
Category average-2.1%15.8%20.8%NA
Rank with in category113231NA
Understand terms

Peer Comparison

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%.

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: 0.8%
1Y annualised returns higher than category average by 2.91%

Cons

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

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