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Axis ELSS Tax Saver Fund - Regular Plan - Growth

Axis · ELSS
High
₹95.31
Current NAV
25 Jun 2026
23.9%
1Y Return
19.9%
3Y CAGR
13.9%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.59).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.59).
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (1.99%) which can affect compounding over long horizons.
  • Smaller AUM (₹140 Cr) which might lead to higher tracking errors or expense adjustments.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.59
Sharpe Ratio
1.19
Beta
6.59
Alpha
2.05
Sortino
Fund Details
Fund House Axis
Category ELSS
AUM ₹140 Cr
Expense Ratio 1.99%
Min SIP ₹500
Min Lumpsum ₹1000
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