Axis Long Term Equity Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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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 - Regular Plan - Growth -21.86 -20.84 -9.02 4.68 5.13 14.27
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE 200 -26.23 -29.20 -25.15 -2.79 0.78 12.01
S&P BSE 200 - TRI -25.95 -28.86 -24.10 -1.50 2.14 6.54

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 - Regular Plan - Growth Dec 29, 2009 -9.02 4.68 5.13 1.70 21,658.58
Aditya Birla Sun Life Tax Relief '96 - Growth Option Mar 10, 2008 -20.90 -0.59 3.06 1.71 10,072.72
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option Sep 21, 2005 Unrated -34.26 -12.55 -5.45 1.72 9,527.73
SBI Long Term Equity Fund - REGULAR PLAN- GROWTH Mar 31, 1993 -27.30 -6.13 -1.64 1.99 7,098.46
HDFC TaxSaver-Growth Plan Mar 31, 1996 Unrated -32.86 -8.59 -2.14 1.83 6,748.51
ICICI Prudential Long Term Equity Fund (Tax Saving) - Growth Aug 19, 1999 -27.21 -5.10 0.39 1.87 6,297.91

Fund Holdings as on 29-February-2020

  • Bajaj Finance Limited

  • Avenue Supermarts Limited

  • Kotak Mahindra Bank Limited

  • HDFC Bank Limited

  • Tata Consultancy Services Limited

  • Pidilite Industries Limited

  • Clearing Corporation of India Ltd

  • Info Edge (India) Limited

  • Housing Development Finance Corporation Limited

  • Maruti Suzuki India Limited

  • Nestle India Limited

  • Torrent Power Limited

  • Bandhan Bank Limited

  • ICICI Bank Limited

  • Divi's Laboratories Limited

  • TTK Prestige Limited

  • Symphony Limited

  • Bharti Airtel Limited

  • WABCO India Limited

  • Sundaram Finance Limited

  • Astral Poly Technik Limited

  • Cummins India Limited

  • Tech Mahindra Limited

  • Multi Commodity Exchange of India Limited

  • Motherson Sumi Systems Limited

  • Shree Cement Limited

  • Net Receivables / (Payables)

  • Endurance Technologies Limited

  • Mas Financial Services Limited

  • V-Guard Industries Limited

  • Tata Consumer Products Limited

  • TTK Healthcare Limited

  • Sundaram Finance Holdings Limited

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  • Miscellaneous

  • Chemicals

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  • Finance - Housing

  • Automobiles - Passenger Cars

  • Consumer Food

  • Consumer Durables - Domestic Appliances

  • Auto Ancillary

  • Power Generation/Distribution

  • Pharmaceuticals & Drugs

  • Telecommunication - Service Provider

  • Plastic Products

  • Diesel Engines

  • Finance - Stock Broking

  • Cement & Construction Materials

  • Finance Term Lending

  • Electric Equipment

  • Tea/Coffee

  • Finance - Investment

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About Axis Long Term Equity Fund

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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 ₹21,658.58 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 ₹0.21(0.54%)yesterday to ₹39.2359.

Among its top 3 holdings the fund has exposure to Bajaj Finance Limited, and

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

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