AXIS ELSS Tax Saver Fund – Direct (IDCW)
₹ 500
Min SIP
₹ 500
Min Lumpsum
0.76 %
Expense Ratio
Rating
35,641
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 29.7% | 12.9% | 15.5% | 17.6% | ||||
| Category Average | 37.8% | 19.7% | 19% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
-5.96
Alpha
4.49
SD
1.04
Beta
0.4
Sharpe
Exit Load
| Exit Load | Nil |
|---|
Fund Objective
To generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity related Securities. However, there can be no assurance that the investment objective of the Scheme will be achieved.
Fund Managers
Shreyash Devalkar - Funds and Content Listing - Senior Fund Manager
With 18 years of work experience, Mr Shreyas Devalkar handles Funds and Content Listing at Axis Mutual Fund. His current designation is Senior Fund Manager of Equity, Axis Asset Management Ltd. He joined Axis AMC in November 2016. Before joining Axis AMC, he worked with BNP Paribas Asset Management (India) Pvt. Ltd. as Fund Manager – Equity, IDFC AMC as VP Research – Equity Analyst, IDFC Securities as VP Research – Equity Analyst, and JP Morgan as Credit Analyst.
Mr Shreyas Devalkar’s educational qualifications include MBA (Management) from Jamnalal Bajaj Institute of Management Studies, Bachelor in Chemical Engineering from University Department of Chemical Technology, Mumbai, and HSC from D G Ruparel College. His areas of interest include equity research, financial modelling, portfolio management, etc.
Mr Shreyas Devalkar manages four (4) schemes at Axis Mutual Fund, including Axis Bluechip Fund and Axis Flexi Cap Fund.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- ELSS .
-
- 40
-
41.3%Fund Size - 40
-
32.5%Fund Size - 40
-
25.9%Fund Size - 40
-
- Equity .
- ELSS .
-
- 38
-
40.4%Fund Size - 38
-
31.6%Fund Size - 38
-
25.6%Fund Size - 38
-
- Equity .
- ELSS .
-
- 82
-
40.3%Fund Size - 82
-
31.5%Fund Size - 82
-
25.1%Fund Size - 82
-
- Equity .
- ELSS .
-
- 32
-
40.8%Fund Size - 32
-
30.3%Fund Size - 32
-
25.3%Fund Size - 32
-
- Equity .
- ELSS .
-
- 71
-
44.8%Fund Size - 71
-
26.4%Fund Size - 71
-
26.1%Fund Size - 71
AMC Contact Details
Axis Mutual Fund
AUM:
2,75,166 Cr
Address:
One Lodha Place. 22nd & 23rd Floor,
Senapati Bapat Marg, Lower Par
el, Maharashtra, Mumbai - 400013.
Contact:
022-43255161
Email ID:
customerserivce@axismf.com
More Funds from Axis Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Mid Cap .
-
- 26,636
-
43.5%Fund Size - 26,636
-
22.8%Fund Size - 26,636
-
24.7%Fund Size - 26,636
-
AXIS Growth Opportunities Fund – Direct Growth
- Equity .
- Large & Mid Cap .
-
- 12,096
-
40.4%Fund Size - 12,096
-
22%Fund Size - 12,096
-
24.3%Fund Size - 12,096
-
- Equity .
- Small Cap .
-
- 20,136
-
38.6%Fund Size - 20,136
-
26.6%Fund Size - 20,136
-
29.3%Fund Size - 20,136
-
- Debt .
- Fixed Maturity Plans .
-
- 110
-
11.2%Fund Size - 110
-
14.5%Fund Size - 110
-
14%Fund Size - 110
-
- Debt .
- Fixed Maturity Plans .
-
- 565
-
11.2%Fund Size - 565
-
14.5%Fund Size - 565
-
14%Fund Size - 565
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 1,930
-
40.3%Fund Size - 1,930
-
21.7%Fund Size - 1,930
-
20.4%Fund Size - 1,930
-
- Equity .
- Large Cap .
-
- 26,137
-
39.7%Fund Size - 26,137
-
26.3%Fund Size - 26,137
-
19.8%Fund Size - 26,137
-
- Equity .
- Large Cap .
-
- 12,830
-
29.5%Fund Size - 12,830
-
17.8%Fund Size - 12,830
-
19.8%Fund Size - 12,830
-
- Equity .
- Large Cap .
-
- 54,904
-
39.1%Fund Size - 54,904
-
22.4%Fund Size - 54,904
-
19.7%Fund Size - 54,904
-
- Equity .
- Large Cap .
-
- 8,027
-
31.5%Fund Size - 8,027
-
19%Fund Size - 8,027
-
19.1%Fund Size - 8,027
Frequently Asked Questions
How to invest in AXIS ELSS Tax Saver Fund – Direct (IDCW) ?
You can invest in AXIS ELSS Tax Saver Fund – Direct (IDCW) in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for AXIS ELSS Tax Saver Fund – Direct (IDCW) in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of AXIS ELSS Tax Saver Fund – Direct (IDCW) ?
The NAV of AXIS ELSS Tax Saver Fund – Direct (IDCW) is ₹53.1 as of 17 May 2024.
How to redeem AXIS ELSS Tax Saver Fund – Direct (IDCW) holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of AXIS ELSS Tax Saver Fund – Direct (IDCW)?
The minimum SIP amount of AXIS ELSS Tax Saver Fund – Direct (IDCW) is ₹500
What are the top sectors AXIS ELSS Tax Saver Fund – Direct (IDCW) has invested in?
The top sectors AXIS ELSS Tax Saver Fund – Direct (IDCW) has invested in are
- Finance - 14.68%
- Retailing - 12.07%
- IT-Software - 10.21%
- Banks - 8.6%
- Power - 6.47%
Can I make investments in both the SIP and Lump Sum schemes of AXIS ELSS Tax Saver Fund – Direct (IDCW)?
Yes, You can select both SIP or Lumpsum investment of AXIS ELSS Tax Saver Fund – Direct (IDCW) based on your investment objective and risk tolerance.
How much returns have AXIS ELSS Tax Saver Fund – Direct (IDCW) generated ?
The AXIS ELSS Tax Saver Fund – Direct (IDCW) has delivered 17.6% since inception
What is the expense ratio of AXIS ELSS Tax Saver Fund – Direct (IDCW) ?
The expense ratio of AXIS ELSS Tax Saver Fund – Direct (IDCW) is 0.76 % as of 17 May 2024.
What is the AUM of AXIS ELSS Tax Saver Fund – Direct (IDCW)?
The AUM of AXIS ELSS Tax Saver Fund – Direct (IDCW) is ₹2,75,166 Cr as of 17 May 2024
What are the top stock holdings of AXIS ELSS Tax Saver Fund – Direct (IDCW)?
The top stock holdings of AXIS ELSS Tax Saver Fund – Direct (IDCW) are
- Torrent Power - 7.14%
- TCS - 5.86%
- Avenue Super. - 5.7%
- Bajaj Finance - 5.08%
- HDFC Bank - 4.7%
How can I redeem my investments in AXIS ELSS Tax Saver Fund – Direct (IDCW)?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select AXIS ELSS Tax Saver Fund – Direct (IDCW) in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select AXIS ELSS Tax Saver Fund – Direct (IDCW) in Scheme, enter the redemption amount, and click on submit button.