41
ELSS (Tax Saver)Avoid
Axis ELSS Tax Saver
Axis · Direct–Growth · rank #27 of 38 by Smart Score
Data updated
Trailing returns
1 Year
-4.1%
+0.6% vs index
3 Years
9.5%
+0.2% vs index
5 Years
4.1%
-3.8% vs index
Since launch
15.3%
Year-by-year performance
2021
+25.6%-5.0% vs index
2022
-11.2%-15.0% vs index
2023
+22.9%-3.6% vs index
2024
+18.3%+2.7% vs index
2025
+5.2%-2.5% vs index
2026
-2.9%+3.1% vs index
Why this score
Axis ELSS Tax Saver scores 41/100 — #27 of 38 ELSS (Tax Saver) fund (Avoid). 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 return4.11% · 1st percentile in category
Fund size30351.54 Cr · 99th percentile in category
Volatility13.43 · 74th percentile in category
3Y return9.53% · 39th percentile in category
Alpha-1.37 · 26th percentile in category
Sharpe ratio0.23 · 39th percentile in category
Top holdings
1.ICICI Bank Ltd6.89%
2.HDFC Bank Ltd6.09%
3.Bharti Airtel Ltd4.45%
4.Zomato Ltd3.35%
5.Bajaj Finance Ltd3.35%
71 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.