Compare Mutual Funds
Up to 4 funds, side-by-side. Best value in each row is highlighted in emerald with a ⭐.
Building your comparison…
| Field | Axis ELSS Tax Saver Fund Option Axis Mutual Fund |
|---|---|
| Fund overview | |
| OnePaisa Score | 4.4/10 · Below Average |
| Fund house | Axis Mutual Fund |
| Category | Equity Scheme - ELSS · elss |
| Type | Open Ended Schemes |
| Plan | Direct |
| AUM | ₹29.1K Cr |
| Performance returns | |
| 1Y return | -0.45% |
| 3Y return (CAGR) | +14.36% |
| 5Y return (CAGR) | +9.93% |
| 10Y return (CAGR) | +12.93% |
| Category avg 1Y | +2.15% |
| SIP returns | |
| SIP 1Y | -4.35% |
| Risk metrics | |
| Volatility (Std Dev 1Y) | 13.71% |
| Sharpe ratio (1Y) | -0.51 |
| Sharpe ratio (3Y) | 0.57 |
| Sortino ratio (1Y) | -0.50 |
| Max drawdown (1Y) | -14.35% |
| Category rank (1Y) | #8 of 12 |
| Quartile (1Y) | Q3 |
| Portfolio | |
| NAV | ₹103.5 |
| Min SIP | ₹500 |
| Min lump sum | ₹5,000 |
| Tax & redemption | |
| Tax treatment | 80C eligible · LTCG 12.5% above ₹1.25L |
| Lock-in period | 3 years |