Equity • ELSS (Tax Savings) • Direct dividend payout
Tax benefits
80C tax exemptions
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
ELSS (Tax Savings)
Direct dividend payout
Launched On
01 Jan 2013
13 years ago
Lock-in Period
3 years
NAV
as of 19 Dec 2025
₹55.64
+0.8239% (0.50)
AUM
₹35,084 Cr
Expense ratio
0.81%
Benchmark
Fund Plan
Annually
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Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold anytime
0%
What's in this fund?
Sectors
Holdings
Financial Services
30.63%
Consumer Cyclical
16.19%
Industrials
11.75%
Healthcare
9.14%
Technology
8.66%
Fund House
Axis
Inc: 09 Oct 2009 • Total AUM: ₹3,18,133 Cr • Rank #7
Axis Mutual Fund, started in 2009, has Axis Bank Limited as its sponsor. The fund house is headed by Gop Kumar Bhaskaran as the CEO. As of 31 March 2024, it has an AUM of ₹ 2,74,000 Cr. It functions under the holding company Schroder Singapore Holdings Private Limited. The fund house has more than 1.26 Crore active investor accounts and a presence in over 100 cities.
Fund Managers
Ashish Naik
Experience: 9.49 yrs • Total AUM: 2,42,198 Cr
Shreyash Devalkar
Experience: 9.07 yrs • Total AUM: 7,57,232 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.