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Axis ELSS Tax Saver Fund - Regular Plan - IDCW Axis ELSS Tax Saver Fund - Regular Plan - IDCW

Axis ELSS Tax Saver Fund - Portfolio Analysis

  • ₹26.07 (0.23%)

    Current NAV 04-07-2025

  • -3.04%

    Returns

  • Min. SIP ₹500

    Min. Investment ₹500

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Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 31-May-2025)

Allocation of Equity and Debt Asset Classes.

  • Equity 95.89%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Large Cap 71.89
Mid Cap 21.26
Small Cap 2.74

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Banks

Finance

IT - Software

Retailing

Pharmaceuticals & Biotechnology

Automobiles

Telecom - Services

Electrical Equipment

Chemicals & Petrochemicals

Power

Insurance

Healthcare Services

Consumer Durables

Fertilizers & Agrochemicals

Petroleum Products

Cement & Cement Products

Auto Components

Construction

Transport Services

Industrial Products

Leisure Services

Beverages

Food Products

Realty

Aerospace & Defense

Financial Technology (Fintech)

Diversified FMCG

Personal Products

Industrial Manufacturing

Ferrous Metals

Non - Ferrous Metals

Capital Markets

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
13-Jun-2025
Holdings PE Ratio
13-Jun-2025
1Y Return
HDFC BANK LIMITED EQ NEW FV RE. 1/- Large Cap Banks (20.42) 8.35% 21.55 15.21%
ICICI BANK LIMITED EQ NEW FV RS. 2/- Large Cap Banks (20.42) 5.93% 20.17 16.99%
BAJAJ FINANCE LIMITED EQ NEW FV RS. 2/- Large Cap Finance (28.78) 4.23% 34.86 28%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- Large Cap Telecom - Services (50.6) 4.13% 34.89 41.81%
TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/- Large Cap IT - Software (30.58) 3.04% 25.49 -14.93%
TORRENT POWER LIMITED EQ NEW FV RS.10/- Mid Cap Power (26.35) 2.99% 24.67 -3.05%
INFOSYS LIMITED EQ FV RS 5 Large Cap IT - Software (30.58) 2.92% 25.51 -0.54%
ZOMATO LIMITED EQ Large Cap Retailing (36.51) 2.34% -10.49 85.47%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 Large Cap Automobiles (31.12) 2.27% 30.83 12.43%
PIDILITE INDUSTRIES LIMITED EQ NEW FV RE.1/- Large Cap Chemicals & Petrochemicals (60.25) 2.22% 75.62 -0.36%
RELIANCE INDUSTRIES LIMITED EQ Large Cap Petroleum Products (36.73) 2.14% 29.68 -1.71%
DIVIS LABORATORIES LIMITED EQ NEW RS. 2/- Large Cap Pharmaceuticals & Biotechnology (39.22) 2.12% 83.92 52.46%
ULTRATECH CEMENT LIMITED EQ Large Cap Cement & Cement Products (55.96) 2.04% 44.61 34.3%
CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD EQ NEW FV RS. 2/- Large Cap Finance (26.13) 1.99% 28.3 41.05%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- Large Cap Construction (31.9) 1.87% 33.61 0.55%
PI INDUSTRIES LIMITED EQ NEW FV Re.1/- Mid Cap Fertilizers & Agrochemicals (36.7) 1.86% 38.43 11.02%
INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/- Large Cap Transport Services (31.3) 1.86% 30.69 34.43%
STATE BANK OF INDIA EQ NEW RE. 1/- Large Cap Banks (8.94) 1.79% 9.34 -3.26%
SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/- Large Cap Pharmaceuticals & Biotechnology (39.22) 1.72% 36.83 7.67%
CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/- Large Cap Electrical Equipment (81.42) 1.7% 106.18 -6.37%
KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- Large Cap Banks (24.43) 1.62% 26.45 -0.13%
AVENUE SUPERMARTS LIMITED EQ Large Cap Retailing (26.29) 1.5% 8.72 63.23%
THE INDIAN HOTELS COMPANY LIMITED EQ NEW FV RE.1/- Mid Cap Leisure Services (71.5) 1.48% 55.75 21.96%
TVS MOTOR COMPANY LIMITED EQ FV RE.1/- Large Cap Automobiles (31.14) 1.31% 61.11 21.51%
SONA BLW PRECISION FORGINGS LIMITED EQ Mid Cap Auto Components (38.8) 1.13% 49.47 -28.36%
EQ - INFO-EDGE (INDIA) LTD. Large Cap Retailing 1.08% - 0%
Nestle India Ltd Large Cap Food Products (67.81) 1.07% 72.04 -5.8%
VISHAL MEGA MART PRIVATE LIMITED EQ Mid Cap Retailing 1.06% - 0%
BAJAJ AUTO LIMITED EQ Large Cap Automobiles (31.14) 1.05% 32.13 -10.98%
HDFC LIFE INSURANCE COMPANY LIMITED EQ Large Cap Insurance (19.44) 1.04% 93.35 29.83%
THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- Mid Cap Banks (20.48) 0.98% 12.4 18.55%
PB FINTECH LIMITED EQ NEW FV RS. 2/- Mid Cap Financial Technology (Fintech) (76.58) 0.96% 615.37 84.19%
MANKIND PHARMA LIMITED EQ NEW FV RE. 1/- Mid Cap Pharmaceuticals & Biotechnology (39.22) 0.93% 50.55 12.3%
APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/- Mid Cap Healthcare Services (47.43) 0.86% 75.13 21.22%
TITAN COMPANY LIMITED EQ NEW Re.1/- Large Cap Consumer Durables (75.55) 0.83% 97.87 10.29%
SUNDARAM FINANCE LIMITED EQ Mid Cap Finance (28.79) 0.82% 30.41 11.87%
UNITED SPIRITS LIMITED EQ NEW FV RS. 2/- Large Cap Beverages (30.79) 0.8% 0 0%
BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- Large Cap Aerospace & Defense (52.98) 0.79% 58.74 34.74%
LUPIN LIMITED EQ NEW F.V. RS.2/- Mid Cap Pharmaceuticals & Biotechnology (132.95) 0.71% 167.31 197.56%
FORTIS HEALTHCARE LIMITED. EQ Mid Cap Healthcare Services (47.43) 0.69% 78.62 72.3%
CIPLA LIMITED EQ NEW FV RS.2/- Large Cap Pharmaceuticals & Biotechnology (39.22) 0.66% 23.21 2.22%
ASTRAL LIMITED EQ NEW FV RE. 1/- Mid Cap Industrial Products (39.4) 0.64% 76.13 -37.32%
Varun Beverages Ltd Large Cap Beverages 0.62% - 0%
REC LIMITED EQ Large Cap Finance (12.14) 0.6% 6.53 -31.6%
CUMMINS INDIA LIMITED EQ FV RS.2 Large Cap Industrial Products (42.49) 0.59% 46.29 -17.84%
APAR INDUSTRIES LIMITED EQ Mid Cap Electrical Equipment (60.25) 0.58% 42.28 0.52%
ICICI PRUDENTIAL LIFE INSURANCE CO.LTD EQ Large Cap Insurance (19.44) 0.56% 79.4 2.75%
SCHAEFFLER INDIA LIMITED EQ NEW FV RS. 2/- Mid Cap Auto Components (55.05) 0.55% 63.38 -15.84%
TRENT LIMITED EQ NEW FV Re. 1/- Large Cap Retailing (103.17) 0.55% 126.13 -1.94%
THE KARUR VYSYA BANK LIMITED EQ NEW FV RS. 2/- Small Cap Banks (20.42) 0.5% 0 31.91%
Hyundai Motor India Ltd Large Cap Automobiles 0.5% - 0%
HINDUSTAN UNILEVER LIMITED EQ F.V. RS 1 Large Cap Diversified FMCG (38.82) 0.49% 0 0%
MAX HEALTHCARE INSTITUTE LIMITED EQ Mid Cap Healthcare Services (47.43) 0.46% 116.89 41.03%
ICICI LOMBARD GEN INSURANCE CO LTD EQ Mid Cap Insurance (42.45) 0.46% 0 11.43%
GE T&D INDIA LIMITED EQ NEW RS. 2/- Mid Cap Electrical Equipment (26.89) 0.45% 206.18 772.74%
DIXON TECHNOLOGIES (INDIA) LIMITED EQ NEW FV RS.2/- Mid Cap Consumer Durables (110.55) 0.43% 83.87 20.06%
Persistent Systems Ltd Mid Cap IT - Software 0.41% - 0%
PRESTIGE ESTATES PROJECTS LIMITED EQ Mid Cap Realty (79.05) 0.39% 149.12 -9.82%
Krishna Institute Of Medical Sciences Limited Small Cap Healthcare Services 0.38% - 0%
COROMANDEL INTERNATIONAL LIMITED EQ NEW F.V. RE.1/- Mid Cap Fertilizers & Agrochemicals (15.82) 0.37% 18.4 18.6%
BLUE STAR LIMITED EQ NEW FV RS.2/- Mid Cap Consumer Durables (78.7) 0.37% 64 14.54%
JB Chemicals & Pharmaceuticals Limited Small Cap Pharmaceuticals & Biotechnology (55.16) 0.37% 48.39 61.86%
KEI INDUSTRIES LIMITED NEW EQ RS. 2/- Mid Cap Industrial Products (47.47) 0.37% 51.96 -19.16%
GODREJ CONSUMER PRODUCTS LIMITED EQ NEW FV RE.1/- Large Cap Personal Products (55.96) 0.36% 65.16 -16.6%
SBI LIFE INSURANCE COMPANY LIMITED EQ Large Cap Insurance (19.55) 0.36% 0 27.9%
TECH MAHINDRA LIMITED EQ NEW FV RS. 5/- Large Cap IT - Software (30.58) 0.34% 38.12 13.57%
NAVIN FLUORINE INTERNATIONAL LTD EQ NEW FV RS. 2/- Small Cap Chemicals & Petrochemicals (26.29) 0.33% 0 6.43%
CLEAN SCIENCE AND TECHNOLOGY LIMITED EQ NEW FV Re.1/- Small Cap Chemicals & Petrochemicals (60.25) 0.33% 59.36 -0.31%
Jyoti CNC Automation Ltd Small Cap Industrial Manufacturing (56.42) 0.33% 74.55 -22.56%
TATA STEEL LIMITED EQ NEW FV RE.1/- Large Cap Ferrous Metals (24.33) 0.32% 59.49 -7.52%
CROMPTON GREAVES CONSUMER ELECTRICALS LIMITED EQ Small Cap Consumer Durables (72.03) 0.32% 41.18 -12.99%
Hindustan Aeronautics Ltd Large Cap Aerospace & Defense (52.98) 0.31% 39.92 -9.51%
HAVELLS INDIA LIMITED EQ NEW FV RE. 1/- Large Cap Consumer Durables (66.11) 0.29% 67.16 -17.76%
THE PHOENIX MILLS LIMITED EQ NEW RS.2/- Mid Cap Realty (79.05) 0.29% 55.98 -17.31%
GODREJ PROPERTIES LIMITED EQ NEW FV RS. 5/- Mid Cap Realty (79.05) 0.29% 49.57 -30.31%
TATA MOTORS LIMITED EQ NEW FV RS. 2/- Large Cap Automobiles (95.46) 0.28% 40.82 136.49%
BRITANNIA INDUSTRIES LIMITED EQ NEW FV RS 1 Large Cap Food Products (67.81) 0.28% 63.81 6.38%
SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED EQ FV RS. 1/- Large Cap Auto Components (70.59) 0.27% 28.52 -25.46%
HINDALCO INDUSTRIES LIMITED EQ NEW FV RE. 1/- Large Cap Non - Ferrous Metals (30.32) 0.25% 38.75 29.66%
HITACHI ENERGY INDIA LIMITED EQ Mid Cap Electrical Equipment (204.54) 0.25% 0 45.25%
HCL TECHNOLOGIES LIMITED EQ F.V. RS.2/- Large Cap IT - Software (30.58) 0.23% 26.94 13.36%
HDFC ASSET MANAGEMENT COMPANY LTD EQ NEW FV RS. 5/- Mid Cap Capital Markets (37.44) 0.19% 44.08 25.41%
PREMIER ENERGIES LIMITED EQ Mid Cap Electrical Equipment 0.18% - 0%
BRIGADE ENTERPRISES LIMITED EQ Small Cap Realty (79.05) 0.18% 38.25 -22.51%
SIEMENS LIMITED EQ NEW FV RS.2/- Large Cap Electrical Equipment (48.43) 0.16% 44.99 -58.16%
Siemens Energy India Limited Large Cap Electrical Equipment 0.12% - 0%
SOLAR INDUSTRIES INDIA LIMITED EQ NEW FV RS. 2/- Mid Cap Chemicals & Petrochemicals (26.29) 0.11% 0 14.53%

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Frequently Asked Questions

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

Top 5 holdings for Axis ELSS Tax Saver Fund ?

The top holdings of this fund are

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 Sector for Axis ELSS Tax Saver Fund ?

The major sectors of this fund are .

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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