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

Plan: OPEN | Option: Growth | Shreyash Devalkar

25 Apr 25 | 12:00 AM

92.31 -1.32 (-1.41%)

  • Outperforms

    8.74%

    Return (1Y)

    beaten Nifty 500 TRI by 3.02%

  • Less Volatile

    0.93%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -0.24%

  • Consistent

    10/12

    Months

    Has beaten Equity - Tax Planning

  • Value research rating

Stock Composition

NAV

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

Scheme Trivia

  • AXIS Long Term Equity Fund (G) fund has been the 9th best in the 5Y SIP performance in the Equity - Tax Planning category

  • AXIS Long Term Equity Fund (G) fund has been the 9th best in the 1Y SIP performance in the Equity - Tax Planning category

  • AXIS Long Term Equity Fund (G) fund has been the 9th best in the 5Y SIP performance in the Equity - Tax Planning category

  • AXIS Long Term Equity Fund (G) fund has been the 9th best in the 3Y SIP performance in the Equity - Tax Planning category

  • AXIS Long Term Equity Fund (G) fund has been the 9th best in the 1Y SIP performance in the Equity - Tax Planning category

  • AXIS Long Term Equity Fund (G) fund has been the 9th best in the 5Y SIP performance in the Equity - Tax Planning category

  • AXIS Long Term Equity Fund (G) fund has been the 9th best in the 1Y SIP 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 3.03% (CAGR difference)

8.74%

Outperforms

This is +ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.95.56.06.57.07.58.08.59.0
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 -0.24%

0.93%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.920.940.960.981.001.021.041.061.081.101.121.141.161.18
JavaScript chart by amCharts 3.20.9AXIS ELSS Tax Saver Fund (G) Nifty 500 TRI

Peer Comparison on Risk - Return

Consistency

For 10 out of Last 12 Months, i.e 83.33% of the times It beaten its benchmark, Equity - Tax Planning

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent
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-202
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, 46 Stocks beating the benchmark 36 Stocks not beating the benchmark

View Stock Composition