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 5.29 14.75 -5.48 5.80 7.15 14.98
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE 200 6.29 26.33 -11.21 1.98 4.47 12.64
S&P BSE 200 - TRI 6.35 26.53 -10.12 3.23 5.82 8.14

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 -5.48 5.80 7.15 1.74 19,126.58
Aditya Birla Sun Life Tax Relief '96 - Growth Option Mar 10, 2008 -4.87 2.58 6.67 1.93 9,176.96
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option Sep 21, 2005 Unrated -26.26 -10.60 -1.97 2.02 7,573.02
SBI Long Term Equity Fund - REGULAR PLAN- GROWTH Mar 31, 1993 Unrated -10.98 -1.43 2.10 2.00 6,158.95
HDFC TaxSaver-Growth Plan Mar 31, 1996 Unrated -20.25 -4.40 1.76 1.99 5,743.92
ICICI Prudential Long Term Equity Fund (Tax Saving) - Growth Aug 19, 1999 -13.99 1.36 4.86 2.11 5,595.25

Fund Holdings as on 31-May-2020

  • Tata Consultancy Services Limited

  • Avenue Supermarts Limited

  • Kotak Mahindra Bank Limited

  • HDFC Bank Limited

  • Nestle India Limited

  • Info Edge (India) Limited

  • Clearing Corporation of India Ltd

  • Maruti Suzuki India Limited

  • Housing Development Finance Corporation Limited

  • Pidilite Industries Limited

  • Bajaj Finance Limited

  • Torrent Power Limited

  • Divi's Laboratories Limited

  • Bharti Airtel Limited

  • WABCO India Limited

  • TTK Prestige Limited

  • Shree Cement Limited

  • Motherson Sumi Systems Limited

  • Multi Commodity Exchange of India Limited

  • Sundaram Finance Limited

  • Symphony Limited

  • Astral Poly Technik Limited

  • Dr. Reddy's Laboratories Limited

  • Endurance Technologies Limited

  • Tata Consumer Products Limited

  • V-Guard Industries Limited

  • HDFC Life Insurance Company Limited

  • Mas Financial Services Limited

  • Torrent Pharmaceuticals Limited

  • Net Receivables / (Payables)

  • Mahindra & Mahindra Limited

  • Abbott India Limited

  • Eicher Motors Limited

  • 7.50% Power Finance Corporation Limited (16/08/2021) **

  • 3M India Limited

  • TTK Healthcare Limited

  • Sundaram Finance Holdings Limited

  • Hero MotoCorp Limited

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  • Pharmaceuticals & Drugs

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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 ₹19,126.58 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 ₹0.2(0.46%)yesterday to ₹43.5585.

Among its top 3 holdings the fund has exposure to Tata Consultancy Services 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