Axis ELSS Tax Saver Fund
Direct · Growth ₹112.92
04 Aug 2026
NAV
15.5%
3Y CAGR
15.2%
5Y CAGR
15.1%
10Y CAGR
15.7%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
3.99
Sharpe
-33.5%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.88 L | 19.4% | -45.4% | 98.0% |
| 3 Years | ₹36.00 L | ₹44.20 L | 14.7% | -11.6% | 36.6% |
| 5 Years | ₹60.00 L | ₹83.48 L | 14.2% | -1.1% | 25.6% |
| 7 Years | ₹84.00 L | ₹1.36 Cr | 14.0% | 6.2% | 21.5% |
| 10 Years | ₹1.20 Cr | ₹2.43 Cr | 13.7% | 10.0% | 16.8% |
| 12 Years | ₹1.44 Cr | ₹3.50 Cr | 13.8% | 10.8% | 16.5% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 19.4% | 14.5% | 16.9% | +4.9% |
| 3 Years | 14.7% | 11.2% | 14.9% | +3.5% |
| 5 Years | 14.2% | 10.4% | 16.2% | +3.7% |
| 7 Years | 14.0% | 10.6% | 15.7% | +3.4% |
| 10 Years | 13.7% | 11.5% | 16.1% | +2.2% |
| 12 Years | 13.8% | 11.4% | 15.6% | +2.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 18.7% | 14.8% | -18.3% | 89.2% | 0.55 | 2.07 | 82% | — | — |
| 3 Years | 15.5% | 14.5% | 1.6% | 35.1% | 1.50 | 33.51 | 100% | — | — |
| 5 Years | 15.2% | 14.9% | 3.2% | 29.4% | 1.76 | 56.00 | 100% | — | — |
| 10 Years | 15.1% | 14.9% | 11.3% | 19.1% | 3.99 | — | 100% | — | — |
-33.5%
Max Drawdown
1 mo
Drawdown Duration
8 mo
Recovery Time
-6.0%
Avg Drawdown
Calmar Ratio by Duration
0.56
1Y
0.46
3Y
0.45
5Y
0.44
7Y
0.45
10Y
0.50
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +5.03 | 1.02 | 102.7% | 96.2% | 4.4% | -0.4% |
| 3 Years | +4.52 | 0.93 | 96.7% | 90.3% | 12.4% | 8.0% |
| 5 Years | -0.28 | 0.94 | 91.9% | 91.4% | 8.2% | 8.7% |
| 7 Years | +1.72 | 0.89 | 90.7% | 88.2% | 13.5% | 12.4% |
| 10 Years | +2.02 | 0.89 | 90.0% | 86.8% | 12.7% | 11.2% |
| 12 Years | +3.98 | 0.88 | 90.1% | 84.8% | 13.7% | 10.2% |
| 15 Years | +4.97 | 0.86 | 89.5% | 82.5% | 14.4% | 9.9% |
70
Total Holdings
38.5%
Top 10 Weight
32
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | ICICI Bank Limited | 7.26% |
| 2 | HDFC Bank Limited | 5.54% |
| 3 | Bharti Airtel Limited | 4.26% |
| 4 | Bajaj Finance Limited | 3.56% |
| 5 | Reliance Industries Limited | 3.37% |
| 6 | Infosys Limited | 3.14% |
| 7 | Larsen & Toubro Limited | 3.08% |
| 8 | State Bank of India | 2.92% |
| 9 | Eternal Limited | 2.75% |
| 10 | Mahindra & Mahindra Limited | 2.63% |