Other Funds in the same category are generating better returns
Less expense ratio implies better returns over the long term
Fund has not been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.77 | 12.61 | 2.11 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.41 | 14.67 | 2.07 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 3 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
NIFTY 500 - TRI |
Equity Linked Savings Scheme or ELSS are the equity funds that invest majorly in equity or equity-related instruments. They offer the tax benefits under the new Section 80C of the Income Tax Act 1961.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Axis ELSS Tax Saver Fund(IDCW) | 22.51% | 1.28% | 13.62% |
SBI Long Term Equity Fund(IDCW) | 52.53% | 16.64% | 10.02% |
Mirae Asset ELSS Tax Saver Fund(IDCW) | 36.16% | 5.79% | 13.71% |
DSP ELSS Tax Saver Fund(IDCW) | 43.68% | 16.20% | 17.78% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Others
Holdings
6.07 %
Holdings
5.33 %
Holdings
4.36 %
Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited.
No.of Schemes
68
Total AUM
₹ 3,17,484.64 Cr.
Shreyash Devalkar
AUM: ₹1,41,170.35 Cr.
|
Exp: 5yrs
Ashish Naik
AUM: ₹94,831.73 Cr.
|
Exp: 6yrs
Manager Performance (0)
Gains are treated as long-term capital gains and taxed at 10%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Returns
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