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 1.98 4.52 22.09 17.00 10.50 17.37
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE 200 0.23 4.99 11.76 11.02 6.86 13.42
S&P BSE 200 - TRI 0.24 5.03 13.05 12.42 8.24 9.78

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 22.09 17.00 10.50 1.63 21,472.82
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option Sep 21, 2005 Unrated 6.96 4.00 3.02 1.74 10,813.57
Aditya Birla Sun Life Tax Relief '96 - Growth Option Mar 10, 2008 8.72 12.22 9.04 2.01 10,029.20
HDFC TaxSaver-Growth Plan Mar 31, 1996 Unrated 6.56 6.97 4.59 1.97 7,454.46
SBI MAGNUM TAXGAIN SCHEME 1993 - REGULAR PLAN- GROWTH Mar 31, 1993 9.48 8.48 5.54 1.97 7,370.28
ICICI Prudential Long Term Equity Fund (Tax Saving) - Growth Aug 19, 1999 13.42 10.95 7.74 2.13 6,707.34

Fund Holdings as on 31-December-2019

  • Bajaj Finance Limited

  • Kotak Mahindra Bank Limited

  • HDFC Bank Limited

  • Tata Consultancy Services Limited

  • Housing Development Finance Corporation Limited

  • Avenue Supermarts Limited

  • Bandhan Bank Limited

  • Maruti Suzuki India Limited

  • Pidilite Industries Limited

  • Info Edge (India) Limited

  • Nestle India Limited

  • Torrent Power Limited

  • TTK Prestige Limited

  • ICICI Bank Limited

  • Sundaram Finance Limited

  • Symphony Limited

  • Cummins India Limited

  • Motherson Sumi Systems Limited

  • Astral Poly Technik Limited

  • WABCO India Limited

  • Divi's Laboratories Limited

  • Clearing Corporation of India Ltd

  • Tech Mahindra Limited

  • Bharti Airtel Limited

  • Endurance Technologies Limited

  • Multi Commodity Exchange of India Limited

  • Shree Cement Limited

  • V-Guard Industries Limited

  • Mas Financial Services Limited

  • Tata Global Beverages Limited

  • Eicher Motors Limited

  • TTK Healthcare Limited

  • Sundaram Finance Holdings Limited

  • Net Receivables / (Payables)

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  • Consumer Durables - Domestic Appliances

  • Auto Ancillary

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  • Pharmaceuticals & Drugs

  • Plastic Products

  • Diesel Engines

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  • Finance Term Lending

  • Tea/Coffee

  • Automobile Two & Three Wheelers

  • 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 ₹21,472.82 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 down ₹-0.26(-0.52%)yesterday to ₹49.978.

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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