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Axis ELSS Tax Saver Fund Direct Plan Growth Option INF846K01EW2

NAV / 1-Day Return
101.74 / 0.55%
Total Assets
359.5 Bil
Inception Date
Jan 01, 2013
Expense Ratio
0.790%
Fee Level
Load
0.00%
Category
India Fund ELSS (Tax Savings)
Investment Style
Large Growth
Minimum Initial Investment
500
Status
Open
TTM Yield
0.00%
Turnover
29%

Morningstar’s Analysis

Growth of 10,000

A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 YTD
Manager Change : Full Partial
Total Return %
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment
7.87 0.40 38.99 3.73 15.86 21.50 25.60 -11.23 22.89 18.30 -2.96
Category
3.20 4.46 38.50 -6.49 8.04 16.21 31.86 2.32 27.92 19.91 -3.58
Index
-0.18 5.37 34.97 0.82 10.38 17.92 29.11 5.67 24.48 14.72 -2.13
Quartile Rank
Quartile Rank is first Quartile Rank is fourth Quartile Rank is second Quartile Rank is first Quartile Rank is first Quartile Rank is first Quartile Rank is fourth Quartile Rank is fourth Quartile Rank is fourth Quartile Rank is third Quartile Rank is second
Percentile Rank
16 80 43 1 4 15 78 98 86 55 44
# of Invest. in Cat.
146 172 239 233 226 224 224 212 206 219 219
Category Name
IN033 India Fund ELSS (Tax Savings)
IN033 India Fund ELSS (Tax Savings)
IN033 India Fund ELSS (Tax Savings)
IN033 India Fund ELSS (Tax Savings)
IN033 India Fund ELSS (Tax Savings)
IN033 India Fund ELSS (Tax Savings)
IN033 India Fund ELSS (Tax Savings)
IN033 India Fund ELSS (Tax Savings)
IN033 India Fund ELSS (Tax Savings)
IN033 India Fund ELSS (Tax Savings)


Asset Allocation

Asset Class Net Short Long Cat. Index
Equity 95.28 0.00 95.28 95.56 100.00
Fixed Income 0.00 0.00 0.00 0.04 0.00
Preferred 0.00 0.00 0.00 0.00 0.00
Convertible 0.00 0.00 0.00 0.00 0.00
Cash 4.72 0.09 4.80 4.55 0.00
Other 0.00 0.00 0.00 0.00 0.00

Stock Style

People

Inception Date
Jan 01, 2013
Number of Managers
2
Longest Tenure
1.4 Years
Average Tenure
1.4 Years
Advisor(s)
Axis Asset Management Company Limited

Management Team

Aug 03, 2023 –Present
Aug 04, 2023 –Present

Manager Timeline

  • Male
  • Female
  • Non-Binary
  • Not Disclosed
  • Not Available

Morningstar Risk & Return

Risk vs. Category
High
Return vs. Category
Low

Holdings

Portfolio Holdings
No.
%
Equity Holding
85 98.84
Bond Holding
0 0.00
Other Holding
1 1.16
Equity Holdings
85
Bond Holdings
0
Other Holdings
1
% Assets in Top 10 Holdings
37
Reported Turnover %
28.91
As of 03/31/24
Active Share
76.93
Women Directors %
21
Women Executives %
10
Holdings
% Portfolio Weight
First Bought
Market Value as of Dec 31, 2024
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
Sector
HDFC Bank Ltd
7.13 Jan 31, 2010 25,651,554,570
INR Indian Rupee
13.61 Financial Services
ICICI Bank Ltd
4.63 Dec 31, 2023 16,664,233,740
INR Indian Rupee
24.39 17.21 Financial Services
Bajaj Finance Ltd
3.89 Sep 30, 2016 14,003,027,120
INR Indian Rupee
2.09 Financial Services
Bharti Airtel Ltd
3.88 Oct 31, 2023 13,952,354,710
INR Indian Rupee
46.59 Communication Services
Tata Consultancy Services Ltd
3.72 Apr 30, 2017 13,388,280,280
INR Indian Rupee
6.56 25.38 Wide Technology
Torrent Power Ltd
3.68 Jun 30, 2013 13,242,777,480
INR Indian Rupee
52.11 Utilities
Infosys Ltd
2.79 May 31, 2024 10,026,822,080
INR Indian Rupee
12.24 24.10 Narrow Technology
Zomato Ltd
2.68 Jul 31, 2023 9,646,332,760
INR Indian Rupee
78.48 Consumer Cyclical
Divi's Laboratories Ltd
2.50 Nov 30, 2017 8,990,710,690
INR Indian Rupee
63.26 Healthcare
Mahindra & Mahindra Ltd
2.50 Apr 30, 2022 8,986,925,840
INR Indian Rupee
75.72 24.45 Consumer Cyclical
Holdings as of Dec 31, 2024 | The top 86 largest holdings are available for display across Equity, Bond and Other.


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