Axis ELSS- Tax Saver Fund - Direct Plan - Growth Option
code 120503 ELSS direct plan · growth NAVs 2013-01-02 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2013-01-02, common dates. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 9.35% | -6.03% | -6.04% | 0.01% | 2026-10-09 → 2026-11-09 |
| 3M | 1.93% | -1.80% | -3.61% | 1.81% | 2026-08-07 → 2026-11-09 |
| 6M | 7.30% | 7.26% | 5.81% | 1.45% | 2026-05-08 → 2026-11-09 |
| 1Y | 4.07% | -1.28% | -1.79% | 0.51% | 2025-11-07 → 2026-11-09 |
| 3Y | 12.40% | 9.65% | 9.55% | 0.10% | 2023-11-09 → 2026-11-09 |
| 5Y | 6.36% | 4.99% | 9.02% | -4.03% | 2021-11-09 → 2026-11-09 |
| 7Y | 11.78% | 11.00% | 14.12% | -3.13% | 2019-11-08 → 2026-11-09 |
| 10Y | 13.05% | 11.91% | 12.86% | -0.95% | 2016-11-09 → 2026-11-09 |
| since inception | 15.81% | 15.26% | 12.95% | 2.31% | 2013-01-02 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| fund | 68.85% | 7.87% | 0.40% | 38.99% | 3.73% | 15.86% | 21.50% | 25.60% | -11.23% | 22.89% | 18.30% | 5.15% |
| benchmark | 39.30% | 0.22% | 5.12% | 37.65% | -2.14% | 8.97% | 17.89% | 31.60% | 4.25% | 26.91% | 16.24% | 7.76% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 3,131 | 18.45% | 14.42% | -18.22% | 89.19% | 82% | 53% |
| 3 years | 2,643 | 15.43% | 14.35% | 1.59% | 35.10% | 100% | 56% |
| 5 years | 2,150 | 15.04% | 14.77% | 3.16% | 29.38% | 100% | 52% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | 10 years 2016-11 – 2026-10 | |
|---|---|---|---|
| CAGR | 10.68% | 5.26% | 11.70% |
| volatility | 15.07% | 15.49% | 16.95% |
| max drawdown | -16.48% | -26.53% | -33.51% |
| downside deviation | 10.54% | 10.70% | 11.73% |
| Sharpe ratio | 0.36 | 0.04 | 0.42 |
| Sortino ratio | 0.51 | 0.06 | 0.61 |
| Calmar ratio | 0.65 | - | - |
| alpha (annualised) | - | - | - |
| beta | - | - | - |
| R² | - | - | - |
| tracking error | - | - | - |
| information ratio | - | - | - |
| up / down capture | - | - | - |
| Treynor ratio | - | - | - |
36 months: benchmark lacks some months of the window: no relative metrics
60 months: benchmark lacks some months of the window: no relative metrics
120 months: benchmark lacks some months of the window: no relative metrics
Category: ELSS
Overall ★★☆☆☆ (3y ★★★☆☆ · 5y ★☆☆☆☆ · 10y ★★☆☆☆) · as of 2026-10 · 165 months of history
| percentile rank (1 = best) | 3 years of 36 funds | 5 years of 30 funds | 10 years of 26 funds |
|---|---|---|---|
| return | 55th | 100th | 80th |
| volatility | 38th | 80th | 56th |
| Sharpe | 55th | 100th | 84th |
| Sortino | 58th | 100th | 80th |
| worst fall | 23rd | 97th | 4th |
| risk-adjusted return (MRAR) | 55th | 100th | 80th |
Ratings: Morningstar method. Differences: risk-free rate: RBI 91-day T-bill (Morningstar uses FBIL MIBOR Overnight for rupee funds); peer groups: SEBI-category groups (D13), not Morningstar Categories; no analyst rating suspensions.