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|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Axis ELSS Tax Saver Fund
|
Very High
|
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1.54 |
|||
|
Very High
|
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1.57 |
||||
|
Very High
|
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1.56 |
||||
|
Very High
|
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1.64 |
||||
|
Very High
|
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1.70 |
₹33,186 Cr
--
500
500
500
6
About Axis ELSS Tax Saver Fund
Axis ELSS Tax Saver Fund is a equity mutual fund scheme of Axis Mutual Fund. Launched on December 29, 2009, it is currently managed by Shreyash Devalkar and Ashish Naik. The fund has an expense ratio of 1.54% with an overall AUM (Assets Under Management) of ₹33,186 Cr.
Axis ELSS Tax Saver Fund is mandated to invest at least 80 per cent of its assets in equity stocks. It offers tax exemption under Section 80C of the Indian income tax laws. As per this section, investments of up to Rs 1.5 lakh in a financial year in eligible securities are exempt from tax. The fund allows minimum lumpsum investment of ₹500 and minimum SIP of ₹500.
Investment Strategy
The scheme aims to generate regular long term capital growth from a diversified portfolio of equity and equity related securities. The Scheme Will invest in companies with strong growth & a sustainable business model.
Suitability
ELSS funds are suitable for investors:
Note:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
1 min read•By News Desk
1 min read•By News Desk
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Axis ELSS Tax Saver Fund through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Axis ELSS Tax Saver Fund can be bought from the Axis Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Axis ELSS Tax Saver Fund, is ₹85.2141 as of 24-Mar-2026.
| Company | Percentage of Portfolio |
|---|---|
|
7.31
|
|
|
6.54
|
|
|
3.71
|
|
|
3.38
|
|
|
3.34
|
Over the past five years, Axis ELSS Tax Saver Fund has delivered an annualised return of 6.70% as of 24-Mar-2026.
The minimum investment required to start investing in Axis ELSS Tax Saver Fund is ₹500 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.