Axis ELSS Tax Saver Fund Direct Growth

Scheme code: INF846K01EW2 NAV value: ₹ 100.3048 NAV date: 29 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: ELSS

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 17.63 44.33 31.03 36.77
3 year 6.05 14.51 10.61 19.32
5 year 13.32 19.54 15.64 20.54
7 year 12.58 15.90 14.39 15.85
10 year 12.74 18.36 15.67 16.23

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 3.31 36.8 23.16 31.03
3 year 7.63 16.87 13.32 10.61
5 year 12.6 19.62 15.37 15.64
7 year 10.81 15.2 13.42 14.39
10 year 9.81 13.99 12.12 15.67
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.39 43.15 27.99 31.03
3 year 7.94 17.89 14.14 10.61
5 year 13.28 20.23 15.93 15.64
7 year 10.62 15.28 13.42 14.39
10 year 10.08 14.47 12.61 15.67
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.97 45.4 30.7 31.03
3 year 9.26 19.51 15.7 10.61
5 year 14.45 21.69 17.28 15.64
7 year 11.07 15.88 13.98 14.39
10 year 10.64 15.2 13.25 15.67
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 5.16 46.61 32.69 31.03
3 year 9.84 20.48 16.73 10.61
5 year 15.2 22.82 18.38 15.64
7 year 11.31 16.28 14.37 14.39
10 year 11.16 15.89 13.85 15.67
NIFTY500 MULTICAP 50:25:25
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -68.54 302.46 219.33 31.03
10 year 4.92 20.34 12.6 15.67

Rolling return for 1 year

Average return: 31.03%
Min Max Min-Max Max-Min Standard Deviation Mean From To
22.09 17.63 22.09 17.63 2.23 19.86 01-2024 01-2025
23.44 22.81 28.72 17.77 3.88 23.18 12-2023 12-2024
30.35 26.66 36.05 21.35 5.36 28.6 11-2023 11-2024
35.2 37.1 44.33 28.42 5.67 36.26 10-2023 10-2024
37.23 39.15 44.28 32.35 4.27 38.25 09-2023 09-2024
34 36.36 41.91 28.76 4.72 35.26 08-2023 08-2024
30.4 33.38 35.96 27.92 3.03 31.92 07-2023 07-2024
23.58 29.76 35.63 18.23 6.53 26.8 06-2023 06-2024
30.88 29.09 35.7 24.51 4.01 30.04 05-2023 05-2024
39.1 35.61 43.27 31.67 4.28 37.41 04-2023 04-2024
35.36 36.98 43.54 29.18 5.11 36.26 03-2023 03-2024
28 28.96 33.11 24.01 3.24 28.52 02-2023 02-2024

Rolling return for 3 year

Average return: 10.61%
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.78 7.75 11.78 7.75 2.01 9.76 01-2022 01-2025
10.39 9.7 11.94 8.18 1.35 10.05 12-2021 12-2024
8.27 7.58 9.83 6.05 1.36 7.93 11-2021 11-2024
8.51 8.7 10.9 6.35 1.61 8.62 10-2021 10-2024
9.97 10.1 11.82 8.27 1.26 10.04 09-2021 09-2024
11.04 10.21 13.19 8.13 1.81 10.64 08-2021 08-2024
12.05 12.87 13.62 11.31 0.87 12.46 07-2021 07-2024
10.07 12.22 13.54 8.8 1.84 11.16 06-2021 06-2024
12.27 11.6 13.63 10.26 1.21 11.94 05-2021 05-2024
13.39 12.79 14.51 11.69 1.02 13.1 04-2021 04-2024
11.26 11.08 13.46 8.93 1.6 11.18 03-2021 03-2024
11.41 9.46 12.88 8.04 1.84 10.45 02-2021 02-2024

Rolling return for 5 year

Average return: 15.64%
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.99 14.06 14.99 14.06 0.46 14.52 01-2020 01-2025
15.22 15.22 16.19 14.26 0.68 15.22 12-2019 12-2024
14.57 14.96 15.55 13.98 0.57 14.76 11-2019 11-2024
16.21 16.12 17.74 14.62 1.1 16.17 10-2019 10-2024
18.34 17.18 19.54 16.01 1.31 17.77 09-2019 09-2024
17.17 17.65 18.52 16.31 0.8 17.41 08-2019 08-2024
16.99 16.37 17.97 15.4 0.93 16.68 07-2019 07-2024
14.16 15.45 16.3 13.32 1.15 14.81 06-2019 06-2024
15.61 14.5 16.45 13.68 1.06 15.06 05-2019 05-2024
15.04 15.28 15.72 14.6 0.4 15.16 04-2019 04-2024
14.9 15.06 16.25 13.72 0.9 14.98 03-2019 03-2024
15.17 15.04 16.08 14.14 0.69 15.11 02-2019 02-2024

Rolling return for 7 year

Average return: 14.39%
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.32 12.58 13.32 12.58 0.37 12.95 01-2018 01-2025
13.89 13.7 14.58 13.02 0.56 13.8 12-2017 12-2024
13.76 13.91 14.46 13.21 0.45 13.84 11-2017 11-2024
14.38 15 15.46 13.93 0.58 14.69 10-2017 10-2024
15.08 15.19 15.9 14.37 0.54 15.14 09-2017 09-2024
14.71 15 15.65 14.06 0.57 14.86 08-2017 08-2024
14.97 14.82 15.66 14.14 0.54 14.9 07-2017 07-2024
13.73 14.76 15.25 13.24 0.8 14.24 06-2017 06-2024
14.35 14.26 14.94 13.67 0.45 14.3 05-2017 05-2024
14.63 14.66 15.12 14.17 0.34 14.64 04-2017 04-2024
14.66 14.66 15.62 13.7 0.68 14.66 03-2017 03-2024
14.48 14.75 15.12 14.11 0.37 14.62 02-2017 02-2024

Rolling return for 10 year

Average return: 15.67%
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.65 12.74 13.65 12.74 0.46 13.2 01-2015 01-2025
14.06 13.97 14.54 13.5 0.37 14.02 12-2014 12-2024
13.92 13.9 14.41 13.42 0.35 13.91 11-2014 11-2024
15.21 15.02 15.96 14.27 0.6 15.11 10-2014 10-2024
15.38 15.45 15.96 14.87 0.39 15.42 09-2014 09-2024
15.71 15.55 16.37 14.89 0.53 15.63 08-2014 08-2024
16.06 15.91 16.54 15.43 0.4 15.98 07-2014 07-2024
15.64 15.97 16.73 14.9 0.66 15.81 06-2014 06-2024
16.99 16.26 17.42 15.84 0.62 16.63 05-2014 05-2024
17.3 17.27 17.64 16.92 0.25 17.28 04-2014 04-2024
17.42 17.17 18.12 16.49 0.58 17.3 03-2014 03-2024
17.9 17.6 18.36 17.14 0.44 17.75 02-2014 02-2024