Axis Mutual Fund

Axis ELSS Tax Saver Fund - Direct Plan - Growth Option

Equity Scheme - ELSSDirect planGrowthInception

NAV vs Benchmark

Trailing Returns

Series1Y3Y5Y10YSI
Scheme-2.19%10.76%7.81%12.55%15.58%
Benchmark-11.05%9.20%9.66%5.40%69.25%
Excess8.86%1.56%-1.86%7.15%-53.66%

Trailing returns are annualized (CAGR) for 3Y / 5Y / 10Y and absolute for 1Y. SI is total return since the first available NAV. Benchmark returns are derived from the scheme's mandated TRI index.

Expense Ratio (TER)

Direct
1.46%
Regular
2.16%

Direct plans have a lower expense ratio because no distributor commission is paid. Regular plans are sold through intermediaries who provide advice.

YieldIQ Fund Score

C
55/ 100
Rule-based composite of returns, risk, cost, and tenure.

Fee impact calculator

What the expense ratio costs over time, and the Direct-vs-Regular plan gap. Pre-filled with this scheme's expense ratios — adjust any input.

No fees
₹3,10,585
Direct plan
₹2,72,392
Regular plan
₹2,55,626
Fee drag · Direct, 10y
₹38,193
Direct keeps more than Regular
₹16,766

Illustrative only — assumes a constant 12% gross return and the expense ratios above held flat; actual returns and fees vary. Direct plans carry no distributor commission. Not advice.

Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme-related documents carefully.
Axis ELSS Tax Saver Fund - Direct Plan - Growth Option — Mutual Fund Analysis | YieldIQ