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EQUITY•ELSS

Axis ELSS Tax Saver Fund Direct Plan IDCW Reinvestment

3 Year return

14.31%
NAV on December 19, 2025
55.1869
1D Returns
-0.03%
Launched on January 2013(12 years)

Investment Details

₹500
Minimum SIP Amount
₹1
Minimum one time investment
Lock-in period: 3.0000 years

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
25.47%₹917
Total Value ₹4,517

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹35,083.65 Cr.
Expense Ratio
0.81% (inclusive of GST)
Exit Load
Nil

Ratings

ARQ Rating
2

Ratings by other agencies

Value Research
2
Crisil
1
Morning Star
3

Tax Implications

Withdrawal after 3 years:
12.5% tax on gains above ₹1.25 lakh per financial year

Axis Mutual Fund Manager

AN

Ashish Naik

Fund Manager since Aug 2023

SD

Shreyash Devalkar

Fund Manager since Nov 2025

Fund House Details

Axis Mutual Fund

Axis Mutual Fund

Asset management company

AUM
₹3,54,362.32 Cr.
No. of Schemes
277
Setup Date
January 2009

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Quant ELSS Tax Saver Fund15.2281%
3.5
HDFC ELSS Tax Saver21.0485%
0
SBI ELSS Tax Saver Fund23.3773%
5

Schemes by Axis Mutual Fund

List of mutual fund schemes by AMC

Funds
3 Years Returns
Axis Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Axis Aggressive Hybrid Fund Direct Plan Growth
12.2239%
Axis Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Payout
12.2003%
Axis Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Reinvestment
12.2003%
Axis Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Payout
11.5627%
Axis Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Reinvestment
11.5627%

About Axis Long Term Equity Fund Direct Plan IDCW Reinvestment

The Axis Long Term Equity Fund Direct Plan IDCW Reinvestment is an equity mutual fund managed by Axis Mutual Fund. It is an ELSS (Equity Linked Savings Scheme) fund, which means that it offers tax benefits under Section 80C of the Income Tax Act. The fund will invest at least 80% of its assets in equity securities. The fund may also invest in other asset classes, such as debt securities and money market instruments, but these investments will be limited to 20% of the fund's assets.

Investment Objective of This Scheme

The investment objective of the Axis Long Term Equity Fund Direct Plan IDCW Reinvestment is to provide long-term capital appreciation by investing in a diversified portfolio of equity securities. It also acts as a tax-saving instrument for its investors.

Key Features of The Fund

5-year return
11.4009%
Expense Ratio
0.81%
Fund Manager
Ashish Naik
Fund Size
₹35083.65 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

The Axis Long Term Equity Fund Direct Plan IDCW Reinvestment is a good option for investors who are looking for long-term capital appreciation and who are willing to take on some risk. The fund is not suitable for investors who need regular income or who are not comfortable with the volatility of equity markets. This scheme is a medium- to high-risk investment, so you should only invest if you are comfortable with the possibility of losing some or all of your investment. This scheme is a long-term investment, so you should only invest if you are planning to hold the units for at least 3-5 years.

AMC Contact Details

NameAxis Mutual Fund
Launch DateJanuary 2009
AddressAxis House, First Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai - 400025
Contact8108622211
Emailcustomerservice@axismf.com
Websitehttps://www.axismf.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Build Investment Discipline with SIPs

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FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Axis ELSS Tax Saver Fund Direct Plan IDCW Reinvestment on December 19, 2025, is ₹55.1869
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Axis ELSS Tax Saver Fund Direct Plan IDCW Reinvestment, is ₹35083.65 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of Axis ELSS Tax Saver Fund Direct Plan IDCW Reinvestment is 0.81%
The Axis ELSS Tax Saver Fund Direct Plan IDCW Reinvestment was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Axis ELSS Tax Saver Fund Direct Plan IDCW Reinvestment is ₹500.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,517 in 3Y at 14.313% returns
SIP Date1st of every month

Your next SIP Payment will be on 19 January 2026

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