Axis ELSS Tax Saver Fund - Direct Plan - Growth

Regular

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.
Direct

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.

Category : ELSS

Scheme Objective

To generate income and long term capital appreciation by investing in a diversified portfolio predominantly consisting of equity and equity related securities.

Scheme Details

Fund manager(s) – Shreyash Devalkar , Ashish Naik
Launch date – 02-Jan-2013
Expense ratio – 0.81% as declared on 31-Aug-2025 (category average is 0.92%)
Benchmark - Nifty 500 TRI

Min SIP amount - ₹
Min investment amount (one time- first time) - ₹
Min investment amount (addtional purchase) - ₹
Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Data not available.

Asset Monitor

Total AUM for this Scheme (Cr)

Category Total AUM (Cr)

% of Assets in Category

2025

34527.72

0.00

0.00%

Aug - 2025	34527.72	0.00%
Jul - 2025	35172.50	0.00%
Jun - 2025	36257.53	0.00%
May - 2025	35358.19	0.00%
Apr - 2025	34949.86	0.00%
Mar - 2025	34176.50	0.00%
Feb - 2025	32174.34	0.00%
Jan - 2025	34496.58	0.00%

2024

35953.73

0.00

0.00%

Dec - 2024	35953.73	0.00	0.00%
Nov - 2024	36373.17	0.00	0.00%
Oct - 2024	36533.13	0.00	0.00%
Sep - 2024	39252.74	0.00	0.00%
Aug - 2024	38422.94	0.00	0.00%
Jul - 2024	38278.40	0.00	0.00%
Jun - 2024	37106.30	0.00	0.00%
May - 2024	34895.64	223106.14	15.64%
Apr - 2024	35641.94	221637.55	16.08%
Mar - 2024	35473.88	212968.51	16.66%
Feb - 2024	34025.16	208593.74	16.31%
Jan - 2024	33526.42	203644.64	16.46%

2023

34299.84

199534.21

17.19%

Dec - 2023	34299.84	199534.21	17.19%
Nov - 2023	33088.41	187272.41	17.67%
Oct - 2023	31135.83	174383.90	17.85%
Sep - 2023	31886.85	178976.97	17.82%
Aug - 2023	31411.08	175399.72	17.91%
Jul - 2023	32223.67	175666.64	18.34%
Jun - 2023	32325.06	169734.76	19.04%
May - 2023	31187.06	162430.51	19.20%
Apr - 2023	29967.90	156596.22	19.14%
Mar - 2023	28267.18	149645.93	18.89%
Feb - 2023	28754.21	148242.90	19.40%
Jan - 2023	28864.74	149392.61	19.32%

2022

30471.95

152764.67

19.95%

Dec - 2022	30471.95	152764.67	19.95%
Nov - 2022	31583.02	156759.27	20.15%
Oct - 2022	31623.92	153322.29	20.63%
Sep - 2022	31268.51	147591.21	21.19%
Aug - 2022	32654.14	151685.51	21.53%
Jul - 2022	31360.56	146051.81	21.47%
Jun - 2022	27627.69	132537.89	20.85%
May - 2022	29583.87	139007.48	21.28%
Apr - 2022	31655.93	144213.40	21.95%
Mar - 2022	32052.74	145624.48	22.01%
Feb - 2022	31208.41	138806.70	22.48%
Jan - 2022	32136.06	144635.86	22.22%

2021

33784.80

145783.16

23.17%

Dec - 2021	33784.80	145783.16	23.17%
Nov - 2021	33529.42	142356.14	23.55%
Oct - 2021	34234.74	146098.30	23.43%
Sep - 2021	34370.78	145356.40	23.65%
Aug - 2021	33871.43	141840.66	23.88%
Jul - 2021	31015.48	134683.48	23.03%
Jun - 2021	30520.30	131689.99	23.18%
May - 2021	29575.29	128774.29	22.97%
Apr - 2021	28238.59	121579.80	23.23%
Mar - 2021	27870.00	121114.97	23.01%
Feb - 2021	27216.23	118836.61	22.90%
Jan - 2021	25508.39	110639.78	23.06%

2020

27180.98

113760.32

23.89%

Dec - 2020	27180.98	113760.32	23.89%
Nov - 2020	25618.21	106924.67	23.96%
Oct - 2020	22631.51	96223.64	23.52%
Sep - 2020	21835.55	94117.27	23.20%
Aug - 2020	21904.51	94958.88	23.07%
Jul - 2020	21050.62	90817.36	23.18%
Jun - 2020	20291.65	86390.81	23.49%
May - 2020	19126.58	80076.00	23.89%
Apr - 2020	19632.01	81740.65	24.02%
Mar - 2020	17495.33	71591.70	24.44%
Feb - 2020	21658.58	92355.61	23.45%
Jan - 2020	21996.95	96718.12	22.74%

Tax Rate

You can not sell your investments in this fund for 3 years from the purchase date. Long term capital gain tax will be applicable when you sell your investments after 3 years. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakhs in a financial year. Any cess/surcharge is not included. However, you can claim a deduction on your taxable income under section 80c for your investments in this fund. (Current tax deductions are capped at 1.5 lakh per year).

Contact Details

Axis Asset Management Co. Ltd.

One Lodha Place, 22 & 23 Floor, Senapati Bapat Marg, Lower Parel, Mumbai, Maharashtra, Pin: 400 013 Mumbai 400025
Tel no.: 022-66496100
Fax no.: 022-43255199
Website.: https://www.axismf.com

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krishna_ksvs
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8 days ago

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43 days ago

JMFLEXICAPfund regular is howing worst performance. bought at 107.693 in jly 24 and now 97.43 how to shuffle and compensate loss View more | 1

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Invest in a Reliable PSU Bond for Steady Returns POWER FINANCE CORPORATION LIMITED – 2029 Bond ✔️ Coupon: 9.10% p.a. ✔️ Rating: AAA Stable (CRISIL, ICRA, CARE) ✔️ Tenor: 3y 5m (Maturity: 23/Mar/2029) ✔️ PSU Bond | High Return | Listed Secure your funds in a top-rated PSU and benefit from attractive, stable returns. ???? Explore on The Fixed Income: https://www.thefixedincome.com/product/dlJTdg-tfi/910-power-finance-corporation-limited-2029?utm_source=Moneycontrol&utm_medium=Forum&utm_campaign=Product_list View more

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  Invest in a Reliable PSU Bond for Steady Returns POWER FINANCE CORPORATION LIMITED – 2029 Bond ✔️ Coupon: 9.10% p.a. ✔️ Rating: AAA Stable (CRISIL, ICRA, CARE) ✔️ Tenor: 3y 5m (Maturity: 23/Mar/2029) ✔️ PSU Bond | High Return | Listed Secure your funds in a top-rated PSU and benefit from attractive, stable returns. ???? Explore on The Fixed Income: https://www.thefixedincome.com/product/dlJTdg-tfi/910-power-finance-corporation-limited-2029?utm_source=Moneycontrol&utm_medium=Forum&utm_campaign=Product_list
  
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72 days ago

Dividend last declared by SBI Long Term Equity Fund - regular Plan -IDCW was in the year 2022. Is there any specific reason given by fund managers for non declaration of dividend. Please let me know. View more

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109 days ago

Hello sir, I have been invested in these funds since 2017. Last SIP was in 2021. As their NAV have grown so I was thinking of switching to other funds with lower NAV. View more

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109 days ago

Hi Sunny, what is he period of holding and also any particular reson for withdrawl out of these two funds that have grown over a period of time View more | 1

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