Axis ELSS Tax Saver Fund - Regular Plan - IDCW

Open Ended Schemes(Equity Scheme - ELSS)Very High Risk★★★★★ISIN INF846K01149

NAV · 06-Jul-2026

₹23.7361

+5.63%

-10.50%

1Y (CAGR)

-9.48%

3Y (CAGR)

+1.19%

5Y (CAGR)

-1.90%

Since inception (CAGR)

+5.32%

NAV history

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Risk & SIP analytics

Q4 · 3Y in category

Volatility (3y)

15.85%

Downside dev (3y)

15.56%

Max drawdown (3y)

-29.5%

Sharpe (3y)

-0.34

SIP XIRR (3y)

-3.44%

SIP XIRR (5y)

-1.45%

Calendar-year returns

2020 +9.6%2021 +13.6%2022 -19.7%2023 +9.7%2024 +7.9%2025 -4.1%

Fund facts

Fund managerShreyash Devalkar · Ashish Naik

AUM₹3,10,233 Cr

TER · AMFI officialDirect 1.05% · Regular 1.75% (2026-06-30)

Launch date17-Dec-2009

Plan typeOpen Ended · Equity

Min lumpsumRs. 500 and in multiples of Rs. 500

Lock-in3 yr

Volatility15.29

AMCAxis Asset Management Co. Ltd.

Objective · To generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related securities. However, there can be no assurance that the investment objective of the Scheme will be achieved.

scheme documents ↗