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 -21.09 -21.60 -11.16 4.76 5.49 15.25
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE 200 -23.50 -28.92 -26.44 -3.29 0.40 12.00
S&P BSE 200 - TRI -23.23 -28.57 -25.42 -2.02 1.76 6.52

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 -11.16 4.76 5.49 0.91 21,658.58
Aditya Birla Sun Life Tax Relief 96 - Growth - Direct Plan Jan 01, 2013 -20.90 -0.16 3.74 0.81 10,072.72
Nippon India Tax Saver Fund - Direct Plan Growth Plan - Growth Option - Growth Jan 01, 2013 Unrated -34.47 -12.03 -4.90 0.96 9,527.73
SBI Long Term Equity Fund - DIRECT PLAN -GROWTH Jan 01, 2013 -27.15 -5.50 -1.09 1.32 7,098.46
HDFC TaxSaver -Direct Plan - Growth Option Dec 31, 2012 Unrated -32.33 -8.18 -1.60 1.28 6,748.51
ICICI Prudential Long Term Equity Fund (Tax Saving) - Direct Plan - Growth Jan 01, 2013 -26.82 -4.48 1.32 1.27 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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  • Retailing

  • IT - Software

  • Miscellaneous

  • Chemicals

  • BPO/ITeS

  • 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 01-Jan-2013 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 ₹0.83(2.02%)yesterday to ₹41.7364.

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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