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ELSS Tax Saverregulargrowth📊 NIFTY 500 TRI

Axis ELSS Tax Saver Fund - Regular Plan - Growth

Axis Mutual Fund

#23 of 39 (1Y)

₹91.7876

1.43 (-1.53%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹91.7876

1.43 (-1.53%)

29 May 2026

AMFI: 112323

Direct · Growth

₹₹104.3129

1.62 (-1.53%)

29 May 2026

AMFI: 120503

Regular · IDCW

₹₹22.4735

0.35 (-1.53%)

29 May 2026

AMFI: 112322

Direct · IDCW

₹₹48.2660

0.75 (-1.53%)

29 May 2026

AMFI: 120502

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+0.45%
1 Month-1.99%
3 Months-4.52%
6 Months-6.12%
1 Year-2.05%
3 Years (CAGR)+11.41%
5 Years (CAGR)+7.86%
10 Years (CAGR)+12.05%
Since Inception (Dec 2009)+14.51%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-4.95%
3 Year SIP+4.61%
5 Year SIP+6.91%
Since Inception (Dec 2009)+13.39%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹98,500

Invested

₹3,26,368

Value today

13.3%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹9,176

Value today

14.5%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹9,85,000

Withdrawn

₹59,11,865

Corpus left

+₹58,96,865 net gain — withdrew ₹9,85,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹84,19,981

Value today

+52.9%

vs lumpsum

STP beat direct lumpsum by 52.9% — reduced timing risk paid off

Model your own STP with real NAV

Beat the benchmark — ₹500/month SIP

Same SIP in this fund vs the benchmark index

This fund

₹3,26,368

Benchmark

₹3,25,749

+₹619 extra wealth vs the benchmark index

Backtest this SIP yourself

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹2,63,944

Value today

2.6×

Multiple

Staying invested through that crash turned ₹1L into ₹2,63,944 — a 2.6× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 10 years

Expense ratio drag on your actual returns

Direct plan

₹1,08,495

Regular plan

₹1,03,254

Direct earns ₹5,241 more on a ₹60K investment0.87% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseAxis Mutual Fund
CategoryELSS Tax Saver
Plan Typeregular
Optiongrowth
AUM₹32,588 Cr
Expense Ratio1.54%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNIFTY 500 TRI ✓
Launch Date31 Dec 2009
AMFI Code112323

Risk Metrics

Trailing 1 year, annualised

-0.59

Sharpe Ratio

-0.06

Alpha

0.42

Beta

-0.56

Sortino

14.27%

Std Dev

-14.61%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Mar 2026

Security% NAV

ICICI Bank Limited

INE090A01021

7.29%

ICICI Bank Limited

INE090A01021

7.04%

HDFC Bank Limited

INE040A01034

5.74%

HDFC Bank Limited

INE040A01034

5.64%

Bharti Airtel Limited

INE397D01024

4.32%

Bharti Airtel Limited

INE397D01024

4.32%

Infosys Limited

INE009A01021

3.71%

Bajaj Finance Limited

INE296A01032

3.69%

Reliance Industries Limited

INE002A01018

3.59%

Reliance Industries Limited

INE002A01018

3.34%

Bajaj Finance Limited

INE296A01032

3.33%

State Bank of India

INE062A01020

3.18%

Infosys Limited

INE009A01021

3.14%

Larsen & Toubro Limited

INE018A01030

2.98%

State Bank of India

INE062A01020

2.78%

Larsen & Toubro Limited

INE018A01030

2.73%

Mahindra & Mahindra Limited

INE101A01026

2.72%

Mahindra & Mahindra Limited

INE101A01026

2.63%

Eternal Limited

INE758T01015

2.56%

Pidilite Industries Limited

INE318A01026

2.39%

Eternal Limited

INE758T01015

2.38%

Divi's Laboratories Limited

INE361B01024

2.34%

Pidilite Industries Limited

INE318A01026

2.33%

Cholamandalam Investment and Finance Company Ltd

INE121A01024

2.18%

UltraTech Cement Limited

INE481G01011

2.13%

UltraTech Cement Limited

INE481G01011

2.11%

Divi's Laboratories Limited

INE361B01024

2.07%

Torrent Power Limited

INE813H01021

2.02%

CG Power and Industrial Solutions Limited

INE067A01029

1.97%

Kotak Mahindra Bank Limited

INE237A01036

1.86%

Kotak Mahindra Bank Limited

INE237A01036

1.86%

Cholamandalam Investment and Finance Company Ltd

INE121A01024

1.84%

Axis Bank Limited

INE238A01034

1.84%

Torrent Power Limited

INE813H01021

1.83%

Axis Bank Limited

INE238A01034

1.82%

CG Power and Industrial Solutions Limited

INE067A01029

1.73%

Tata Consultancy Services Limited

INE467B01029

1.70%

PI Industries Limited

INE603J01030

1.67%

PI Industries Limited

INE603J01030

1.61%

Sun Pharmaceutical Industries Limited

INE044A01036

1.51%

Tata Consultancy Services Limited

INE467B01029

1.46%

Titan Company Limited

INE280A01028

1.42%

Sun Pharmaceutical Industries Limited

INE044A01036

1.42%

The Indian Hotels Company Limited

INE053A01029

1.41%

Titan Company Limited

INE280A01028

1.39%

The Indian Hotels Company Limited

INE053A01029

1.38%

InterGlobe Aviation Limited

INE646L01027

1.28%

Tata Steel Limited

INE081A01020

1.19%

InterGlobe Aviation Limited

INE646L01027

1.18%

Shriram Finance Limited

INE721A01047

1.16%

Performance Comparison

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Investment Objective

Axis ELSS Tax Saver Fund - Regular Plan - Growth is a tax-saving equity fund (ELSS) that offers tax deduction under Section 80C of the Income Tax Act, with a mandatory 3-year lock-in period. The fund aims to generate long-term capital appreciation while providing tax benefits of up to ₹46,800 per year.

About This Fund

Axis ELSS Tax Saver Fund - Regular Plan - Growth is a ELSS Tax Saver mutual fund offered by Axis Mutual Fund. The fund has been operational for over 16 years. It manages assets worth ₹32,588 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 1.54%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • Salaried individuals and taxpayers seeking to save tax under Section 80C
  • SIP investors who can benefit from rupee cost averaging during market fluctuations