Axis Long Term Equity Fund - Growth - Direct Plan

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Fund Overview Growth | Direct 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 - Direct Plan - Growth Option 3.52 14.05 55.93 16.43 17.23 20.86
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE 200 2.81 11.79 51.12 13.07 13.75 13.91
S&P BSE 200 - TRI 2.99 12.37 52.91 14.49 15.19 11.46

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 - Direct Plan - Growth Option Jan 01, 2013 55.93 16.43 17.23 0.79 30,520.30
Aditya Birla Sun Life Tax Relief 96 - Growth - Direct Plan Jan 01, 2013 Unrated 38.42 9.63 13.31 0.89 14,044.14
Nippon India Tax Saver Fund - Direct Plan Growth Plan - Growth Option - Growth Jan 01, 2013 Unrated 65.60 8.47 9.43 1.19 11,671.52
SBI Long Term Equity Fund - DIRECT PLAN -GROWTH Jan 01, 2013 53.19 14.82 13.22 1.23 10,169.08
ICICI Prudential Long Term Equity Fund (Tax Saving) - Direct Plan - Growth Jan 01, 2013 59.74 14.70 14.66 1.19 8,965.26
DSP Tax Saver Fund - Direct Plan - Growth Dec 31, 2012 68.29 19.47 17.74 0.86 8,962.61

Fund Holdings as on 30-June-2021

  • Bajaj Finance Limited

  • Tata Consultancy Services Limited

  • Avenue Supermarts Limited

  • Info Edge (India) Limited

  • Kotak Mahindra Bank Limited

  • Divi's Laboratories Limited

  • Nestle India Limited

  • Housing Development Finance Corporation Limited

  • HDFC Bank Limited

  • Pidilite Industries Limited

  • Maruti Suzuki India Limited

  • Torrent Power Limited

  • Motherson Sumi Systems Limited

  • Bajaj Finserv Limited

  • Shree Cement Limited

  • PI Industries Limited

  • Clearing Corporation of India Ltd

  • Sundaram Finance Limited

  • Cholamandalam Investment and Finance Company Limited

  • Gland Pharma Limited

  • Astral Limited

  • TTK Prestige Limited

  • Wipro Limited

  • Endurance Technologies Limited

  • Coforge Limited

  • Symphony Limited

  • Net Receivables / (Payables)

  • Mas Financial Services Limited

  • Sona BLW Precision Forgings Limited

  • TTK Healthcare Limited

  • Indiamart Intermesh Limited

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  • IT - Software

  • Bank - Private

  • Retailing

  • Pharmaceuticals & Drugs

  • BPO/ITeS

  • Auto Ancillary

  • Consumer Food

  • Finance - Housing

  • Chemicals

  • Automobiles - Passenger Cars

  • Power Generation/Distribution

  • Finance - Investment

  • Cement & Construction Materials

  • Miscellaneous

  • Consumer Durables - Domestic Appliances

  • Pesticides & Agrochemicals

  • Plastic Products

  • Finance Term Lending

  • e-Commerce

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Fund Manager

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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 01-Jan-2013 and currently has an AUM of ₹30,520.30 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 ₹-0.01(-0.02%)yesterday to ₹76.008.

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