F&O
1M
6M
1Y
3Y
5Y
All
| NAV: 22 May 2025 | ₹106.19 |
| Min. SIP amount | ₹500 |
| Rating | 1 |
| Fund size | ₹34,949.86Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Equity ELSS
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 9.9% | 16.6% | 19.9% | 17.1% |
| Category average | 7.5% | 19.6% | 25.3% | NA |
| Rank with in category | 20 | 32 | 31 | NA |
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Peer Comparison
| Equity, ELSS funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
SBI Long Term Equity Fund Direct Plan Growth | 5 | 8.0% | 28.5% | 28,506.07 |
HDFC ELSS Tax Saver Fund Direct Plan Growth | 5 | 12.8% | 25.8% | 16,232.40 |
Parag Parikh ELSS Tax Saver Fund Direct Growth | 5 | 15.0% | 21.6% | 5,084.67 |
Quantum ELSS Tax Saver Fund Direct Growth | 4 | 10.9% | 20.9% | 215.65 |
Bandhan ELSS Tax Saver Fund Direct Plan Growth | 4 | 5.1% | 19.0% | 6,806.11 |
Holdings (85)
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Pros and cons
Category: Equity ELSS
Pros
Exit load is zero
Lower expense ratio: 0.8%
1Y annualised returns higher than category average by 2.8%
Cons
3Y, 5Y and 10Y annualised returns lower than category average
Lock-in period: 3Y
Low rating: 1
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
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
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Check past data
Minimum investment amounts
| Min. for 1st investment | ₹500 |
| Min. for 2nd investment onwards | ₹500 |
| Min. for SIP | ₹500 |
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.comCompare funds
Axis ELSS Tax Saver Direct Plan Growth
VS
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Vaishnavi Tech Park, South Tower, 3rd Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
Karnataka
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