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AXIS ELSS Tax Saver Fund (G) Equity - Tax Planning

Plan: OPEN | Option: Growth | Shreyash Devalkar

10 Jul 25 | 12:00 AM

97.18 -0.50 (-0.51%)

  • Outperforms

    5.13%

    Return (1Y)

    beaten Nifty 500 TRI by 2.01%

  • Less Volatile

    0.88%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -0.18%

  • Consistent

    7/12

    Months

    Has beaten Equity - Tax Planning

  • Value research rating

Stock Composition

JavaScript chart by amCharts 3.20.9

NAV

JavaScript chart by amCharts 3.20.9NAVNov 06Dec 06
JavaScript chart by amCharts 3.20.9AXIS ELSS Tax Saver Fund (G)

Scheme Trivia

  • AXIS Long Term Equity Fund (G) fund has been the 7th best in 5Y performance in the Equity - Tax Planning category

  • AXIS Long Term Equity Fund (G) fund has been the 7th best in 3Y performance in the Equity - Tax Planning category

  • AXIS Long Term Equity Fund (G) fund has been the 7th best in 5Y performance in the Equity - Tax Planning category

  • AXIS Long Term Equity Fund (G) fund has been given the 8th best Risk adjusted performance for the past 5Y in the Equity - Tax Planning category

  • AXIS Long Term Equity Fund (G) fund has been the 7th best in 3Y performance in the Equity - Tax Planning category

  • AXIS Long Term Equity Fund (G) fund has been the 7th best in 5Y performance in the Equity - Tax Planning category

  • AXIS Long Term Equity Fund (G) fund has been the 7th best in 3Y performance in the Equity - Tax Planning category

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year AXIS ELSS Tax Saver Fund (G), has beaten Nifty 500 TRI by 2.01% (CAGR difference)

5.13%

Outperforms

This is +ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.93.03.23.43.63.84.04.24.44.64.85.05.25.4
JavaScript chart by amCharts 3.20.9AXIS ELSS Tax Saver Fund (G) Nifty 500 TRI

Risk

In last 1 year , the volatility of AXIS ELSS Tax Saver Fund (G) is Lower than Nifty 500 TRI by -0.18%

0.88%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.860.880.900.920.940.960.981.001.021.041.061.08
JavaScript chart by amCharts 3.20.9AXIS ELSS Tax Saver Fund (G) Nifty 500 TRI

Peer Comparison on Risk - Return

Consistency

For 7 out of Last 12 Months, i.e 58.33% of the times It beaten its benchmark, Equity - Tax Planning

Consistency Meter

JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJanJanJanJanJanJan-10010
JavaScript chart by amCharts 3.20.9AXIS ELSS Tax Saver Fund (G) Nifty 500 TRI
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-2-1012
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 45 Stocks beating the benchmark 44 Stocks not beating the benchmark

View Stock Composition