Axis ELSS Tax Saver Fund - Direct Plan - IDCW
Axis Mutual Fund Equity ELSS
Expense Ratio
0.80%
AUM
₹142.05 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-73.13%
Poor
6 Months
-12.29%
Poor
1 Year
-3.16%
Poor
3 Years
+5.38%
Poor
5 Years
+1.11%
Poor
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹142.05 Cr
Recent Trend
Growing
Stability Score
6.5
Growth Assessment
Significant Decline
Growth Performance
Historical returns
1Y
Annual Growth
-14.89%
3Y
3Y CAGR
-15.26%
5Y
5Y CAGR
+6.10%
Growth Assessment: Significant Decline
• Significant outflows require attention
• Moderate flow stability
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: High - Higher risk with significant price movements
Volatility
16.40%
Annualized standard deviation
Sharpe Ratio
0.007
Poor - Risk-adjusted return
Max Drawdown
-33.10%
High - Worst decline
Consistency
58.1%
Performance consistency
Volatility Breakdown
Daily Volatility
1.03%
Average daily price movement
Annualized Volatility
16.40%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance