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. ![]() Poor track record of protecting capital in bear phase. ![]() Poor track record of Recovering losses quickly. | ![]() Has not generated consistent returns. ![]() Does not beat the benchmark consistently. ![]() Highly volatile within category. |
INDMoney rank | 14/23 | 22/23 | ||
Category,Subcateogry | Equity,Elss (Tax Savings) | Equity,Elss (Tax Savings) | ||
Fund Age | 12 Years | 12 Years | ||
Fund Size | 11923 Cr | 36258 Cr | ||
Min Investment | SIP ₹500 Lumpsum ₹500 | SIP ₹500 Lumpsum ₹500 | ||
Expense Ratio | 0.51% | 0.8% | ||
Exit Load | 0% | 0% | ||
Benchmark Index | Nifty 500 TR INR | Nifty 500 TR INR |
No of Holdings | 43 | 93 | ||
Top 5 Holdings | Reliance Industries Ltd (9.84%) Jio Financial Services Ltd (8.13%) Adani Power Ltd (7.64%) Larsen & Toubro Ltd (7.02%) Samvardhana Motherson International Ltd (6.51%) | HDFC Bank Ltd (8.38%) ICICI Bank Ltd (6.04%) Bharti Airtel Ltd (4.36%) Bajaj Finance Ltd (4.21%) Torrent Power Ltd (3.06%) | ||
No of Sectors | 9 | 11 | ||
Top 3 Sectors | Financial Services (18.89%) Energy (16.4%) Utilities (16.23%) | Financial Services (31.11%) Consumer Cyclical (14.62%) Industrial (11.1%) | ||
Equity % | 97.86% | 97.31% | ||
Debt % | - | - | ||
P/E | 27.33 | 31.23 | ||
P/B | 3.08 | 5.24 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 1.96% | 1.69% | ||
3-Month Return | 13.48% | 9.43% | ||
6-Month Return | 8.71% | 8.3% | ||
1-Year Return | -9.22% | 4.78% | ||
3-Year Return | 21.86% | 17.55% | ||
5-Year Return | 33.07% | 18.15% |
Sharpe | 0.97 | 0.86 | ||
Alpha | 0.31 | -1.11 | ||
Beta | 1.1 | 0.96 | ||
Standard Deviation | 16.76 | 14.77 | ||
Information Ratio | 0.25 | -0.35 |
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,Ankit A. Pande | Shreyash Devalkar,Ashish Naik |