Axis Long Term Equity Fund - Growth - Regular Plan

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    Axis Long Term Equity Fund - Growth - Regular Plan 3 PersonalFN
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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the scheme is to generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related securities.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Axis Long Term Equity Fund - Growth -2.94 1.58 0.75 12.49 14.10 17.01
NIFTY 50 - TRI 1.98 4.01 3.99 14.97 14.08 13.54
S&P BSE 200 -3.57 -1.87 1.92 10.63 9.16 13.45
S&P BSE 200 - TRI -3.38 -1.52 3.17 12.00 10.58 9.60

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Axis Long Term Equity Fund - Growth Dec 29, 2009 0.75 12.49 14.10 1.81 19,717.72
L&T Tax Advantage Fund-Regular Plan-Growth Feb 27, 2006 -5.03 9.87 11.18 2.04 3,385.23
IDFC Tax Advantage (ELSS) Fund-Regular Plan-Growth Dec 26, 2008 Unrated -2.61 11.63 12.40 2.04 2,059.85
UTI - Long Term Equity Fund (Tax Saving) - Regular Plan - Growth Option Dec 15, 1999 Unrated -1.63 7.37 8.72 2.20 1,200.90
Kotak Tax Saver-Scheme-Growth Nov 23, 2005 7.60 11.66 13.50 2.43 942.11
Invesco India Tax Plan - Growth Dec 29, 2006 -1.28 10.96 12.61 2.53 878.07

Fund Holdings as on 30-June-2019

  • Bajaj Finance Limited

  • Kotak Mahindra Bank Limited

  • Tata Consultancy Services Limited

  • HDFC Bank Limited

  • Pidilite Industries Limited

  • Housing Development Finance Corporation Limited

  • Avenue Supermarts Limited

  • Gruh Finance Limited

  • Info Edge (India) Limited

  • Maruti Suzuki India Limited

  • Torrent Power Limited

  • TTK Prestige Limited

  • Cummins India Limited

  • Sundaram Finance Limited

  • Nestle India Limited

  • Symphony Limited

  • Larsen & Toubro Limited

  • WABCO India Limited

  • Astral Poly Technik Limited

  • Bandhan Bank Limited

  • Clearing Corporation of India Ltd

  • Motherson Sumi Systems Limited

  • Divi's Laboratories Limited

  • ICICI Bank Limited

  • Endurance Technologies Limited

  • V-Guard Industries Limited

  • Multi Commodity Exchange of India Limited

  • Mas Financial Services Limited

  • Varroc Engineering Limited

  • Quess Corp Limited

  • TTK Healthcare Limited

  • Sundaram Finance Holdings Limited

  • 9.5% Blue Dart Express Limited (20/11/2019) **

  • Net Receivables / (Payables)

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  • Retailing

  • BPO/ITeS

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  • Automobiles - Passenger Cars

  • Power Generation/Distribution

  • Diesel Engines

  • Consumer Food

  • Engineering - Construction

  • Plastic Products

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  • Miscellaneous

  • Electric Equipment

  • Finance - Stock Broking

  • Finance Term Lending

  • Finance - Investment

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About Axis Long Term Equity Fund

Scheme Analysis

Axis Long Term Equity Fund is a Equity - ELSS fund and belongs to Axis Mutual Fund. It was launched on 29-Dec-2009 and currently has an AUM of ₹19,717.72 crore. Axis Long Term Equity Fund is benchmarked against NIFTY 50 - TRI as primary index and S&P BSE 200 as primary index and S&P BSE 200 - TRI as secondary index.

The NAV of Axis Long Term Equity Fund ended up ₹0.46(1.04%)yesterday to ₹45.16.

Among its top 3 holdings the fund has exposure to Bajaj Finance Limited, Kotak Mahindra Bank Limited and Tata Consultancy Services Limited

The Axis Long Term Equity Fund is managed by Jinesh Gopani .

Fund House Contact

Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai - 400 025

022-43255161
022-43255199
www.axismf.com

Fund Manager

  • Cash

  • Equity

  • ICRA AA

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