FundLens
48
ELSS (Tax Saver)Hold

Axis ELSS Tax Saver

Axis · Direct–Growth · rank #24 of 38 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
3.1%
+0.1% vs index
3 Years
12.3%
+0.7% vs index
5 Years
6.4%
-4.0% vs index
Since launch
15.8%

Year-by-year performance

last entry = YTD
2021
+25.6%
2022
-11.2%
2023
+22.9%
2024
+18.3%
2025
+5.2%
2026
+1.2%

Why this score

Axis ELSS Tax Saver scores 48/100 — #24 of 38 ELSS (Tax Saver) fund (Hold). It stands out for fund size and volatility — beating 99% of peers on fund size. The main drag is its 5y return (better than only 1% of peers).

Each bar shows the fund's percentile vs ELSS (Tax Saver) peers — a longer bar beats more of the category.

5Y return6.38% · 1st percentile in category
Fund size32331.44 Cr · 99th percentile in category
Volatility13.25 · 74th percentile in category
Sortino ratio0.59 · 60th percentile in category
Alpha-0.63 · 42nd percentile in category
Expense ratio1.04% · 57th percentile in category

Top holdings

top 5 = 25.2% of portfolio
1.ICICI Bank Ltd7.39%
2.HDFC Bank Ltd5.87%
3.Bharti Airtel Ltd4.64%
4.Bajaj Finance Ltd4.11%
5.Zomato Ltd3.16%

67 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

Other ELSS (Tax Saver) funds