Comprehensive analysis of AXIS ELSS Tax Saver Fund - Direct (IDCW) (16728) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Axis Asset Management Co. LTd
A comprehensive at-a-glance view of key mutual fund health indicators
Moderate Returns
High Risk
Low Expense Ratio
Balanced Mix
Experienced Team
Neutral Fit
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Outperformance vs benchmark
Fund manager experience
Recent performance momentum
Historical performance consistency
Fund management costs
Assets under management
Risk-adjusted returns
Market exposure level
This fund has underperformed its benchmark by 2.31% over the 3Y period.
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| HDFC Bank Ltd | Banks | 8.38% |
| ICICI Bank Ltd | Banks | 6.04% |
| Bharti Airtel Ltd | Telecomm-Service | 4.36% |
| Bajaj Finance Ltd | Finance | 4.21% |
| Torrent Power Ltd | Power Generation & Distribution | 3.06% |
| Tata Consultancy Services Ltd | IT - Software | 2.96% |
| Infosys Ltd | IT - Software | 2.92% |
| Eternal Ltd | E-Commerce/App based Aggregator | 2.53% |
| Mahindra & Mahindra Ltd | Automobile | 2.36% |
| Reliance Industries Ltd | Refineries | 2.20% |
Compare against ELSS category average
This comparison shows how the fund performs relative to the ELSS category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in ELSS category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Franklin India ELSS Tax Saver Fund - Direct (G) | ₹1672.61 | 2.74% | 6.49% | 25.73% |
| HDFC ELSS Tax Saver Fund - Direct (G) | ₹1535.25 | 7.71% | 9.01% | 27.57% |
| Franklin India ELSS Tax Saver Fund - Regular (G) | ₹1500.73 | 2.34% | 5.65% | 24.71% |
| HDFC ELSS Tax Saver Fund (G) | ₹1422.30 | 7.40% | 8.36% | 26.80% |
| ICICI Pru ELSS Tax Saver Fund - Direct (G) | ₹1039.31 | 6.78% | 8.95% | 21.33% |
| ICICI Pru ELSS Tax Saver Fund - (G) | ₹936.59 | 6.45% | 8.27% | 20.56% |
| Sundaram ELSS Tax Saver Fund - Direct (G) | ₹547.67 | 4.32% | 5.47% | 20.41% |
| Sundaram ELSS Tax Saver Fund - Direct (IDCW-H) | ₹547.11 | 4.32% | 5.47% | 20.39% |
| Sundaram ELSS Tax Saver Fund - Regular (G) | ₹512.42 | 4.05% | 4.91% | 19.74% |
| SBI ELSS Tax Saver Fund - Direct (G) | ₹479.64 | 4.37% | 5.08% | 30.46% |
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