EquityELSSDirect · Growth
Axis ELSS Tax Saver Fund - Direct Plan - Growth Option
Axis · Scheme 120503
₹112.92▼ 0.41%NAV · 2026-08-05
Average FundScore
AUM
—
Expense ratio
—
3Y CAGR
12.4%
Risk level
High
Min SIP
—
Benchmark
Nifty 500 TRI
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +3.24% |
| 3 Months | +6.69% |
| 6 Months | +3.50% |
| 1 Year | +4.44% |
| 3 Years (CAGR) | +12.45% |
| 5 Years (CAGR) | +8.23% |
| 10 Years (CAGR) | +12.65% |
| Since Launch | +16.01% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns34
Consistency62
Risk-adjusted47
Downside protection54
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Return stability: rolling-return std 6.1%
- ✓ Alpha vs benchmark: +3.6%
- ✓ Volatility: 15% annualised
- ✓ Direct plan: no distributor commission
What to watch
- • 3Y CAGR vs category: -0.9% vs category avg
- • 5Y CAGR: +8.2%
- • Beat category: beat category in 41% of windows
- • Sharpe ratio: 0.64
Risk metrics
Sharpe ratio
0.64
Sortino ratio
0.80
Volatility
15.28%
Max drawdown
-33.51%
Downside capture
89.00%
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.