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Morningstar® Fund Report™

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Methodology

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Axis ELSS Tax Saver Fund Growth

Morningstar Rating™ (Relative to Category)	30/04/2024
Morningstar Return Morningstar Risk (Rel to Cat) Morningstar Rating™ 3-Year Low High 5-Year Low Below Average 10-Year Average Below Average Overall Below Average Average
Category:  India ELSS (Tax Savings)	Click here to see our Methodology

Volatility Measurements	30/04/2024
Volatility 15.56 % 3-Yr Mean Return 13.29 %   Sharpe Ratio 0.46

Modern Portfolio Statistics		-
	Standard Index	Best Fit Index
	S&P BSE 200 India TR INR
R-Squared	78.14	-
3-Yr Beta	1.04	-
3-Yr Alpha	-6.87	-

Return/Risk Analysis			30/04/2024
Risk Measurement	1 Year	3 Years	5 Years
Standard Deviation	10.35	15.56	18.92
Sharpe Ratio	2.16	0.46	0.55
Sortino Ratio	-	-	-
Positive Months	9	21	37
Negative Months	3	15	23
Worst Month	-1.90	-6.97	-21.14