Aditya Birla Sun Life ELSS Tax Saver Fund vs Axis ELSS- Tax Saver Fund
Over the last 3 years, Aditya Birla Sun Life ELSS Tax Saver Fund returned 13.1% a year against 12.8% for Axis ELSS- Tax Saver Fund (Direct plans). Aditya Birla Sun Life ELSS Tax Saver Fund was the more consistent: ahead of its index in 20% of rolling 3-year periods, against 7%. In falling months, Axis ELSS- Tax Saver Fund fell less: 81% of the index's fall, against 90%. Aditya Birla Sun Life ELSS Tax Saver Fund leans more to smaller companies (22% in small caps against 7%), so expect bigger swings both ways. They hold 21 stocks in common; the portfolio overlap is 43%. Data as of 12 Nov 2026.
| Aditya Birla Sun Life ELSS Tax Saver Fund | Axis ELSS- Tax Saver Fund | |
|---|---|---|
| Category | ELSS | ELSS |
| Fund house | Aditya Birla Sun Life Mutual Fund | Axis Mutual Fund |
| Benchmark | Nifty 500 TRI | Nifty 500 TRI |
| Age | 13.9 years | 13.9 years |
| AUM on 30 Oct 2026 | ₹13,372 cr | ₹30,406 cr |
| Direct plan | ||
| Rating | B | B |
| Expense ratio | 1.09% | 1.02% |
| 1Y return | 2.2% | 4.5% |
| 3Y return (a year) | 13.1% | 12.8% |
| 5Y return (a year) | 8.4% | 6.4% |
| 3Y vs index | +0.9% | +0.6% |
| Rating score, rank | 48 · #21 of 37 | 58 · #16 of 37 |
| Regular plan | ||
| Rating | B | B |
| Expense ratio | 1.79% | 1.73% |
| 1Y return | 1.4% | 3.7% |
| 3Y return (a year) | 12.3% | 12.0% |
| 5Y return (a year) | 7.5% | 5.6% |
| 3Y vs index | 0.0% | -0.2% |
| Rating score, rank | 49 · #22 of 37 | 61 · #11 of 37 |
| Consistency, risk and portfolio | ||
| Ahead of index, rolling 3Y periods | 20% | 7% |
| Deepest fall, 3Y | -18.3% | -16.5% |
| Volatility, 3Y | 14.2% | 14.2% |
| Max fall, 5Y | -18.3% | -26.5% |
| Down capture, 3Y | 90 | 81 |
| Stocks held | 62 | 71 |
| Top 10 holdings | 39% | 37% |
| Large / mid / small caps | 61 / 16 / 22% | 68 / 21 / 7% |
| Largest sector | Banks | Banks |
Common questions
Aditya Birla Sun Life ELSS Tax Saver Fund or Axis ELSS- Tax Saver Fund: which is better?
On our track-record ratings (Direct plans), Aditya Birla Sun Life ELSS Tax Saver Fund is rated B and Axis ELSS- Tax Saver Fund is rated B, each against its own category. Ratings describe the record so far and are not a forecast; which suits you depends on your goal and the funds you already hold.
Aditya Birla Sun Life ELSS Tax Saver Fund or Axis ELSS- Tax Saver Fund: which has done better?
Over the last 3 years, Aditya Birla Sun Life ELSS Tax Saver Fund returned 13.1% a year against 12.8% for Axis ELSS- Tax Saver Fund (Direct plans).
How much do Aditya Birla Sun Life ELSS Tax Saver Fund and Axis ELSS- Tax Saver Fund overlap?
They hold 21 stocks in common; the portfolio overlap is 43%.
Should I hold both?
Two funds with a high overlap add little diversification. Check how they fit your goal and the rest of your portfolio; we can help.
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Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.
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