Should I invest in Axis ELSS Tax Saver Fund?

We don't give personal investment advice. Axis ELSS Tax Saver Fund - Regular Plan - Growth is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 28.4%. 5-year CAGR: 6.87%.

Axis

Axis ELSS Tax Saver Fund - Regular Plan - Growth

Latest NAV

₹91.0469

As of

3 Jun 2026

4,053 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.48%	+0.26%	+0.22	13 / 39	Q2
1W	-1.83%	-1.20%	-0.63	22 / 39	Q3
2W	-0.68%	+0.29%	-0.97	32 / 39	Q4
1M	-2.09%	-0.80%	-1.29	29 / 39	Q3
3M	-3.83%	+1.50%	-5.33	31 / 39	Q4
6M	-7.23%	-1.37%	-5.86	30 / 39	Q4
YTD	-6.58%	-0.13%	-6.45	25 / 39	Q3
1Y	-3.95%	+7.59%	-11.54	29 / 39	Q3
2Y	+2.29%	+5.80%	-3.51	24 / 38	Q3
3Y	+10.00%	+13.52%	-3.52	31 / 38	Q4
4Y	+10.24%	+13.95%	-3.71	25 / 31	Q4
5Y	+6.87%	+14.19%	-7.31	27 / 27	Q4
7Y	+10.09%	+15.05%	-4.97	22 / 25	Q4
10Y	+11.37%	+13.26%	-1.89	7 / 8	Q4
Inception	+14.39%	+12.52%	+1.87	13 / 39	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-6.58%	-4.18%	-2.40	20 / 34
2025	+4.02%	+2.03%	+1.99	12 / 34
2024	+17.48%	+18.62%	-1.14	16 / 34
2023	+21.85%	+30.88%	-9.02	27 / 32
2022	-11.97%	+2.53%	-14.51	27 / 27
2021	+23.96%	+41.08%	-17.12	26 / 30
2020	+20.46%	+17.81%	+2.66	7 / 30
2019	+14.63%	+3.04%	+11.59	1 / 27
2018	+3.27%	-11.14%	+14.41	1 / 18
2017	+36.34%	+37.20%	-0.86	7 / 11
2016	-1.23%	+6.47%	-7.69	7 / 7

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+16.21%

188 windows

min -18.0% · max 86.8%

79% positive

3-Year rolling

+15.96%

164 windows

min 1.2% · max 37.7%

100% positive

5-Year rolling

+16.12%

140 windows

min 2.7% · max 25.0%

100% positive

7-Year rolling

+15.42%

115 windows

min 9.6% · max 20.8%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

13.26%

3-year · annualised

Sharpe ratio

0.30

vs risk-free 6.5%

Sortino ratio

0.45

Downside-only deviation

Max drawdown

-16.74%

Sep 2024 → Feb 2025

% positive months

63.9%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in ELSS

Scheme	Fund house	NAV	As of
SBI Long Term Advantage Fund - Series IV - Regular Plan - Growth	SBI	₹45.3372	3 Jun 2026
Quantum ELSS Tax Saver Fund - Regular Plan Growth Option	Quantum	₹115.4600	3 Jun 2026
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option	Motilal Oswal	₹53.7245	3 Jun 2026
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth	Mirae Asset	₹48.1190	3 Jun 2026
Parag Parikh ELSS Tax Saver Fund- Regular Growth	Parag Parikh	₹28.8835	3 Jun 2026
HSBC ELSS Tax saver Fund - Regular Growth	HSBC	₹134.2196	3 Jun 2026
BARODA BNP PARIBAS ELSS Tax Saver Fund - Regular - Growth Option	Baroda BNP Paribas	₹94.7276	3 Jun 2026
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option	PGIM India	₹32.4100	3 Jun 2026
360 ONE ELSS Tax Saver Nifty 50 Index Fund - Regular Plan - Growth	360 ONE	₹13.1353	3 Jun 2026
BAJAJ FINSERV ELSS TAX SAVER FUND - REGULAR - GROWTH	Bajaj Finserv	₹11.0910	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹91.0469
2 Jun 2026	₹91.1498
1 Jun 2026	₹90.7106
31 May 2026	₹91.7801
29 May 2026	₹91.7876
27 May 2026	₹93.2138
26 May 2026	₹92.8476
25 May 2026	₹93.2104
22 May 2026	₹92.2029
21 May 2026	₹91.9588

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Axis ELSS Tax Saver Fund - Regular Plan - Growth is ₹91.0469. It's a ELSS from Axis, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Axis ELSS Tax Saver Fund - Regular Plan - Growth has NAV history starting from 31 Dec 2009, a track record of about 16 years 5 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Axis ELSS Tax Saver Fund - Regular Plan - Growth is managed by Axis. It's classified by AMFI under the 'ELSS' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Axis ELSS Tax Saver Fund - Regular Plan - Growth has delivered a absolute return of -3.95% — -11.54 pp behind the ELSS category average of 7.59%. The fund ranks #29 of 39 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Axis ELSS Tax Saver Fund - Regular Plan - Growth has delivered a CAGR of 10.00% — -3.52 pp behind the ELSS category average of 13.52%. The fund ranks #31 of 38 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Axis ELSS Tax Saver Fund - Regular Plan - Growth has delivered a CAGR of 6.87% — -7.31 pp behind the ELSS category average of 14.19%. The fund ranks #27 of 27 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Axis ELSS Tax Saver Fund - Regular Plan - Growth exactly 10 years ago would be worth approximately ₹293,482 today — a multiplier of 2.93×, based on the 10-year CAGR of 11.37%. The category average over the same window would have grown ₹1 lakh to ₹347,241.

A ₹10,000 monthly SIP in Axis ELSS Tax Saver Fund - Regular Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹703,025 today. That's an XIRR (money-weighted annualised return) of 6.27%.

A ₹10,000 monthly SIP for 10 years in Axis ELSS Tax Saver Fund - Regular Plan - Growth = ₹1,200,000 invested. It would currently be worth ₹2,018,252 (multiplier 1.68×). XIRR: 10.03%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Axis ELSS Tax Saver Fund - Regular Plan - Growth ranks #27 out of 27 funds in the ELSS category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 14.19%; this fund delivered 6.87%.

The worst peak-to-trough decline Axis ELSS Tax Saver Fund - Regular Plan - Growth has experienced over the last 5-year window is 28.40% — its NAV fell from a high on 14 Oct 2021 to a low on 17 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Axis ELSS Tax Saver Fund - Regular Plan - Growth averaged 16.12% (best 24.99%, worst 2.67%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.10 — weak risk-adjusted performance.

In calendar year 2025, Axis ELSS Tax Saver Fund - Regular Plan - Growth returned 4.02% — beating the ELSS category average of 2.03% by 1.99 pp. It ranked #12 of 34 in its category that year.

Axis ELSS Tax Saver Fund - Regular Plan - Growth is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Axis ELSS Tax Saver Fund - Regular Plan - Growth is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 28.4%. 5-year CAGR: 6.87%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.

Axis ELSS Tax Saver Fund - Regular Plan - Growth

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in ELSS

Recent NAVs

Frequently asked questions

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