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 Recovering losses quickly. | ![]() Has not generated consistent returns. ![]() Does not beat the benchmark consistently. ![]() Higher probablity of downside risk. |
INDMoney rank | 6/23 | 22/23 | ||
Category,Subcateogry | Equity,Elss (Tax Savings) | Equity,Elss (Tax Savings) | ||
Fund Age | 12 Years | 12 Years | ||
Fund Size | 9486 Cr | 32174 Cr | ||
Min Investment | SIP ₹500 Lumpsum ₹500 | SIP ₹500 Lumpsum ₹500 | ||
Expense Ratio | 0.5% | 0.84% | ||
Exit Load | 0% | 0% | ||
Benchmark Index | S&P BSE 200 India TR INR | S&P BSE 200 India TR INR |
No of Holdings | 38 | 86 | ||
Top 5 Holdings | Reliance Industries Ltd (10.09%) Adani Power Ltd (7.11%) Samvardhana Motherson International Ltd (6.27%) Larsen & Toubro Ltd (6.08%) Grasim Industries Ltd (5.88%) | HDFC Bank Ltd (7.9%) ICICI Bank Ltd (4.97%) Bajaj Finance Ltd (4.82%) Bharti Airtel Ltd (4.29%) Tata Consultancy Services Ltd (3.54%) | ||
No of Sectors | 10 | 11 | ||
Top 3 Sectors | Financial Services (17.98%) Utilities (17.53%) Energy (16.36%) | Financial Services (31.16%) Consumer Cyclical (14.45%) Health (10.82%) | ||
Equity % | 92.04% | 94.93% | ||
Debt % | - | - | ||
P/E | 22.18 | 28.11 | ||
P/B | 2.52 | 4.8 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 8.14% | 6.91% | ||
3-Month Return | -5.26% | -3.18% | ||
6-Month Return | -19.77% | -9.64% | ||
1-Year Return | -4.26% | 7.16% | ||
3-Year Return | 15.66% | 10.37% | ||
5-Year Return | 39.91% | 19.45% |
Sharpe | 0.53 | 0.3 | ||
Alpha | 1.8 | -3.68 | ||
Beta | 1.13 | 0.99 | ||
Standard Deviation | 17.8 | 16.24 | ||
Information Ratio | 0.33 | -0.65 |
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 | Ashish Naik,Shreyash Devalkar |