Axis ELSS Tax Saver Fund

by Axis Mutual Fund · Regular Plan · Growth
2.3 / 10
BullWiser Honest Score
-1.8%
1Y Return
11.1%
3Y CAGR
--
Exp. Ratio
Axis ELSS Tax Saver Fund is one of the lower-rated funds in its category with a BullWiser Honest Score of 2.3/10 — below the Equity Scheme - ELSS category median of 3.9/10 across 83 funds. Its 3-year CAGR of 11.1% underperforms the Equity Scheme - ELSS category average of 14.0% by -2.9 percentage points. Note: Axis ELSS Tax Saver Fund is a Regular plan, which includes distributor commissions in its expense ratio. The Direct plan variant of this fund offers a lower TER and higher net returns for cost-conscious investors.

Fund Details

Fund Name
Axis ELSS Tax Saver Fund
Plan Type
Direct · Growth
Expense Ratio
--
Verdict
❌ Poor
1Y Return
-1.8%
3Y CAGR
11.1%

vs Category Average — Equity Scheme - ELSS

This fund
-2.9% vs category avg
TER data not available
This fund
-1.6 vs category avg

Category: Equity Scheme - ELSS · 83 Direct-plan funds compared · 0% are High Quality

Frequently Asked Questions

What is the BullWiser Honest Score of Axis ELSS Tax Saver Fund?
Axis ELSS Tax Saver Fund has a BullWiser Honest Score of 2.3/10 (POOR QUALITY). The score rates the fund across four pillars: returns quality, expense ratio, risk-adjusted performance (Sharpe ratio & max drawdown), and overall fund quality (AUM, age, consistency).
What is the expense ratio of Axis ELSS Tax Saver Fund?
The Total Expense Ratio (TER) of Axis ELSS Tax Saver Fund Direct Plan is --. Choosing the Direct plan saves you the distributor commission baked into Regular plans — typically 0.5–1% per year — which compounds significantly over time.
What are the returns of Axis ELSS Tax Saver Fund?
Axis ELSS Tax Saver Fund has delivered -1.8% 1-year returns and 11.1% 3-year CAGR. For a full NAV history and comparison with category peers, use BullWiser's MF Analyser. Past performance is not a guarantee of future returns.
Is Axis ELSS Tax Saver Fund a good investment?
BullWiser rates Axis ELSS Tax Saver Fund as POOR QUALITY (Honest Score 2.3/10). Always match a fund to your own risk profile and investment horizon. Use the MF Analyser to compare it with peers in the Equity Scheme - ELSS category.
How does Direct Plan differ from Regular Plan for Axis ELSS Tax Saver Fund?
The Regular plan of Axis ELSS Tax Saver Fund includes a distributor commission of 0.5–1.5% per year built into the expense ratio. Switching to the Direct plan of the same fund eliminates this cost — same fund manager, same portfolio, but a lower TER that compounds significantly over time. Use BullWiser's MF Analyser to calculate your exact savings.

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⚠️ Disclaimer: BullWiser is an independent analysis platform, not a SEBI-registered investment advisor. Honest Scores and verdicts are algorithmic assessments based on publicly available data. They are not buy/sell recommendations. Please consult a financial advisor before investing. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.