Compare Funds

Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

Axis ELSS Tax Saver Direct Plan Growth

Equity
ELSS
1.0
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Aditya Birla Sun Life ELSS Tax Saver Direct Growth

Equity
ELSS
1.0
INVEST NOW

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Axis ELSS Tax Saver Direct Plan Growth

(29.6%)

Aditya Birla Sun Life ELSS Tax Saver Direct Growth

(36.5%)
1Y
3Y
5Y
Fund Details
RiskVery HighVery High-
Min SIP Amount₹500₹500-
Expense Ratio0.80%0.90%-
NAV₹101.0 (13-Jun-2024)₹62.6 (13-Jun-2024)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹34,896Cr₹15,481Cr-
Exit LoadNilNil-
Returns
1Y
29.6%
36.5%
-
3Y
11.8%
12.9%
-
5Y
15.4%
13.6%
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Pros & Cons
Pros
1.Exit load is zero
2.Lower expense ratio: 0.8%
3.10Y annualised returns higher than category average by 0.58%
1.Exit load is zero
2.Lower expense ratio: 0.9%
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Cons
1.Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
2.Lock-in period: 3Y
3.Low rating: 1
1.Consistently lower annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y
2.Lock-in period: 3Y
3.Low rating: 1
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Holding Analysis

Top 5
-
-
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Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turnover
-
-
-
Equity
-
-
-
Cash
-
-
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Top Holdings

Top 10 Holdings
Name
Assets
HDFC Bank Ltd.
6.0%
Tata Consultancy Services Ltd.
5.8%
Torrent Power Ltd.
5.6%
Avenue Supermarts Ltd.
5.0%
Bajaj Finance Ltd.
5.0%
Divi's Laboratories Ltd.
3.2%
Pidilite Industries Ltd.
3.1%
Nestle India Ltd.
3.0%
Cholamandalam Investment and Finance Company Ltd.
3.0%
Mahindra & Mahindra Ltd.
2.9%
Name
Assets
ICICI Bank Ltd.
6.6%
Reliance Industries Ltd.
5.7%
HDFC Bank Ltd.
5.5%
Larsen & Toubro Ltd.
5.0%
Infosys Ltd.
4.5%
Bharti Airtel Ltd.
3.6%
Honeywell Automation India Ltd.
3.3%
Fortis Healthcare Ltd.
2.6%
Axis Bank Ltd.
2.5%
TVS Holdings Ltd.
2.4%
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Fund Manager
Name
Shreyash Devalkar
Atul Penkar
-
Education
Mr. Devalkar is a B.Tech from UDCT Mumbai and PGDM (Management) from JBIMS Mumbai University
Mr.Penkar is a B.E. (Mechanical) and an MMS.
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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.
Prior to joining Aditya Birla Sun Life AMC, he was with Emkay Shares & Stock Brokers Ltd.
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About Fund
Description

Axis Mutual Fund started their mutual fund on 04/09/2009 and its managing total assets of ₹69,145 Cr. Its ranked at 10 as per total assets at end of 30th Sep 2017.

Birla Sun Life Mutual Fund started their mutual fund on 23/12/1994 and its managing total assets of ₹2,24,938 Cr. Its ranked at 4 as per total assets at end of 30th Sep 2017.

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Launch Date

04 Sep 2009

23 Dec 1994

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Custodian

Deutsche Bank

Citibank NA

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Registrar & Transfer Agent

KFin Tech

Cams

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