Equity Scheme - ELSSAxis Mutual Fund

Axis ELSS Tax Saver Fund - Direct Plan - Growth Option

₹104.7708▲ 0.2793 (0.27%)

Scheme Type

Open Ended Schemes

NAV History

-3.33%

365 data points · Period:1Y

Returns

CAGR

—

Returns over 1Y are annualized (CAGR). Past performance ≠ future results.

Growth of ₹10,000

Hypothetical

1Y Ago

₹9,667

-3.3%

3Y Ago

₹13,426

+34.3%

5Y Ago

₹23,111

+131.1%

Past performance ≠ future results

Fund Analytics

Score: 55.0 / 100

Performance

Total Returns

Simple return over period

-2.10%

CAGR

Compound annual growth rate

-2.10%

Growth of ₹10K

Hypothetical investment value

₹9,790

SIP XIRR

SIP internal rate of return

-5.71%

Risk

Volatility (Ann.)

Std deviation of returns

12.42%LOW

Max Drawdown

Worst peak-to-trough

-11.78%

Sharpe Ratio

Risk-adjusted return

-0.65POOR

Sortino Ratio

Downside risk-adjusted return

-0.84POOR

Benchmark

Beta

Market sensitivity

1.01AGG

Alpha

Excess return vs benchmark

+1.63%

Tracking Error

Deviation from benchmark

3.40%

Information Ratio

Alpha per unit tracking error

0.48

Treynor Ratio

Return per unit systematic risk

-8.01

Capture

Upside Capture

Participation in market gains

99.12%

Downside Capture

Participation in market losses

96.67%

Rolling Returns

1Y Rolling CAGR

Avg 15.8% (-17.6% – 71.4%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-05-22

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y-2.1%-3.6%

+1.6%

3Y+12.2%+9.9%

+2.7%

5Y+8.7%+10.4%

-1.4%

Beta

1Y:1.013Y:0.915Y:0.93

Outperforming the Nifty 50 index

Pre-computed metrics. Benchmark: Nippon India ETF Nifty BeES. Alpha = Fund CAGR − Index CAGR.

SIP Calculator

Auto-filled

Monthly

₹500₹1L

Period

Return (%)•

Invested

₹3,00,000

Wealth Gained

₹90,412

Total Value

₹3,90,412

*Based on historical CAGR. Projections are illustrative, not guaranteed