Pros | ![]() Outperformed benchmarks during bull run. ![]() 5Y returns in the top 25% of the category. ![]() Beats FD returns for both 3Y & 5Y. | ![]() Larger AUM within category. ![]() Beats FD returns for both 3Y & 5Y. | ||
Cons | ![]() Highly volatile within category. ![]() Higher probablity of downside risk. ![]() Poor track record of protecting capital in bear phase. | ![]() Has not generated consistent returns. ![]() Does not beat the benchmark consistently. ![]() Highly volatile within category. |
INDMoney rank | 18/23 | 21/23 | ||
Category,Subcateogry | Equity,Elss (Tax Savings) | Equity,Elss (Tax Savings) | ||
Fund Age | 12 Years | 12 Years | ||
Fund Size | 11396 Cr | 34528 Cr | ||
Min Investment | SIP ₹500 Lumpsum ₹500 | SIP ₹500 Lumpsum ₹500 | ||
Expense Ratio | 0.58% | 0.81% | ||
Exit Load | 0% | 0% | ||
Benchmark Index | Nifty 500 TR INR | Nifty 500 TR INR |
No of Holdings | 42 | 94 | ||
Top 5 Holdings | Reliance Industries Ltd (9.31%) Adani Power Ltd (8.2%) Jio Financial Services Ltd (8.12%) Larsen & Toubro Ltd (7.21%) Samvardhana Motherson International Ltd (6.12%) | HDFC Bank Ltd (8.5%) ICICI Bank Ltd (6.47%) Bharti Airtel Ltd (4.28%) Bajaj Finance Ltd (4.08%) Infosys Ltd (3.13%) | ||
No of Sectors | 10 | 11 | ||
Top 3 Sectors | Financial Services (24.13%) Utilities (15.77%) Energy (15.53%) | Financial Services (30.87%) Consumer Cyclical (14.78%) Industrial (11.23%) | ||
Equity % | 98.09% | 97.42% | ||
Debt % | - | - | ||
P/E | 22.1 | 29.8 | ||
P/B | 2.75 | 5.01 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 3.52% | 2.74% | ||
3-Month Return | 1.88% | 2.61% | ||
6-Month Return | 16.92% | 15.24% | ||
1-Year Return | -9.04% | 0.07% | ||
3-Year Return | 15.28% | 13.92% | ||
5-Year Return | 27.9% | 16.55% |
Sharpe | 0.55 | 0.44 | ||
Alpha | -0.06 | -1.43 | ||
Beta | 1.11 | 0.88 | ||
Standard Deviation | 16.2 | 13.06 | ||
Information Ratio | 0.07 | -0.45 |
Description | Quant ELSS Tax Saver Growth Option Direct Plan is an equity fund.The fund could potentially beat inflation in the long-run. | Axis ELSS Tax Saver Fund Direct Plan Growth Option is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Sanjeev Sharma,Varun Pattani,Ankit A. Pande,Sameer Kate,Sandeep Tandon,Yug Tibrewal,Ayusha Kumbhat | Shreyash Devalkar,Ashish Naik |