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Snapshot
Snapshot
AXIS ELSS Tax Saver Fund (G)
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Summary
Fund Name : Axis Mutual Fund
Scheme Name : AXIS ELSS Tax Saver Fund (G)
AMC : Axis Mutual Fund
Type : Open
Category : Equity - Tax Planning
Launch Date : 17-Dec-09
Fund Manager : Shreyash Devalkar
Net Assets:(Rs. cr) 35083.65
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception  
Latest Payouts
  Dividends Bonus
Ratio NA NA
Date NA NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 500
Increm.Investment(Rs.) : 500
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Return -0.49 -1.79 -2.22 1.47 1.09 13.47 10.53 15.24
Category Avg -0.43 -1.89 -1.26 1.87 0.24 16.75 18.40 15.15
Category Best 2.06 1.64 4.15 7.02 8.59 23.46 26.27 22.99
Category Worst -1.69 -8.40 -8.53 -7.48 -17.00 10.22 10.54 7.74
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
* Move the pointer over the headers to view the definition.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.8871 3.6758 0.7586 -0.4560 0.0047
Asset Allocation
Holdings
Company Name% Hold
HDFC Bank 7.62
ICICI Bank 6.08
Bharti Airtel 4.87
Bajaj Finance 4.41
Infosys 3.76
M & M 2.68
Larsen & Toubro 2.67
Eternal Ltd 2.53
UltraTech Cem. 2.31
TCS 2.21
SBI 2.18
Cholaman.Inv.&Fn 2.11
Divi's Lab. 2.11
Torrent Power 2.10
Pidilite Inds. 2.10
Interglobe Aviat 2.07
P I Industries 1.67
CG Power & Ind 1.62
Reliance Industr 1.54
Indian Hotels Co 1.49
Vishal Mega Mart 1.36
Sun Pharma.Inds. 1.35
Federal Bank 1.35
TVS Motor Co. 1.22
Kotak Mah. Bank 1.15
PB Fintech. 1.13
Hind. Unilever 1.11
Titan Company 1.08
Apollo Hospitals 1.03
HDFC Life Insur. 1.03
Info Edg.(India) 1.02
Hyundai Motor I 1.01
Bharat Electron 0.96
Sona BLW Precis. 0.94
Cummins India 0.87
Mankind Pharma 0.85
Max Healthcare 0.81
Fortis Health. 0.80
Varun Beverages 0.74
Karur Vysya Bank 0.71
Trent 0.66
Apar Inds. 0.65
ICICI Lombard 0.65
Navin Fluo.Intl. 0.62
Nestle India 0.62
Uno Minda 0.61
GE Vernova T&D 0.59
Avenue Super. 0.58
J B Chemicals & 0.55
Cipla 0.52
Hind.Aeronautics 0.52
Schaeffler India 0.51
Maruti Suzuki 0.49
Bajaj Finserv 0.49
Premier Energies 0.46
Persistent Syste 0.46
Prestige Estates 0.45
Sundaram Finance 0.44
Blue Star 0.43
Dixon Technolog. 0.43
Coromandel Inter 0.42
Solar Industries 0.41
Hitachi Energy 0.40
Eicher Motors 0.40
Jindal Steel 0.39
Krishna Institu. 0.38
Jyoti CNC Auto. 0.37
Godrej Consumer 0.36
Siemens Ener.Ind 0.36
Ather Energy 0.35
LG Electronics 0.35
Torrent Pharma. 0.35
Phoenix Mills 0.33
Tech Mahindra 0.33
Samvardh. Mothe. 0.31
Kaynes Tech 0.31
Godrej Propert. 0.28
REC Ltd 0.27
Anthem Bioscienc 0.26
Tata Comm 0.25
Tata Consumer 0.24
Tenneco Clean 0.24
HCL Technologies 0.23
Hindalco Inds. 0.22
B H E L 0.21
HDFC AMC 0.21
Clean Science 0.19
Siemens 0.14
Crompton Gr. Con 0.12
HDB FINANC SER 0.11
B P C L 0.11
Havells India 0.10
Tata Capital 0.10
ICICI Pru Life 0.09
L&T Finance Ltd 0.08
Brigade Enterpr. 0.06
C C I 1.34
Net CA & Others -0.05
TVS Motor Co. 0.01
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