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 14.88 15.18 14.60 11.94 14.02 19.20
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE 200 10.66 11.89 8.93 6.12 10.33 13.28
S&P BSE 200 - TRI 10.81 12.19 10.43 7.49 11.77 9.81

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 14.60 11.94 14.02 0.88 22,631.51
Aditya Birla Sun Life Tax Relief 96 - Growth - Direct Plan Jan 01, 2013 8.23 4.86 11.25 0.94 11,157.91
Nippon India Tax Saver Fund - Direct Plan Growth Plan - Growth Option - Growth Jan 01, 2013 Unrated -5.17 -7.72 3.74 1.22 9,003.06
SBI Long Term Equity Fund - DIRECT PLAN -GROWTH Jan 01, 2013 Unrated 9.71 3.05 7.98 1.30 7,470.01
HDFC TaxSaver -Direct Plan - Growth Option Dec 31, 2012 Unrated -1.78 -2.10 6.63 1.38 6,648.70
ICICI Prudential Long Term Equity Fund (Tax Saving) - Direct Plan - Growth Jan 01, 2013 7.09 6.40 9.55 1.26 6,514.01

Fund Holdings as on 31-October-2020

  • Bajaj Finance Limited

  • Tata Consultancy Services Limited

  • Kotak Mahindra Bank Limited

  • HDFC Bank Limited

  • Nestle India Limited

  • Info Edge (India) Limited

  • Maruti Suzuki India Limited

  • Avenue Supermarts Limited

  • Pidilite Industries Limited

  • Divi's Laboratories Limited

  • Housing Development Finance Corporation Limited

  • Infosys Limited

  • Torrent Power Limited

  • Dr. Reddy's Laboratories Limited

  • Motherson Sumi Systems Limited

  • Shree Cement Limited

  • TTK Prestige Limited

  • Bajaj Finserv Limited

  • Cholamandalam Investment and Finance Company Limited

  • Sundaram Finance Limited

  • Astral Poly Technik Limited

  • Endurance Technologies Limited

  • Symphony Limited

  • Clearing Corporation of India Ltd

  • PI Industries Limited

  • Net Receivables / (Payables)

  • Tata Consumer Products Limited

  • Multi Commodity Exchange of India Limited

  • EPL Limited

  • Mas Financial Services Limited

  • The Indian Hotels Company Limited

  • Abbott India Limited

  • TTK Healthcare Limited

  • Sundaram Finance Holdings Limited

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  • Pharmaceuticals & Drugs

  • Consumer Food

  • BPO/ITeS

  • Automobiles - Passenger Cars

  • Retailing

  • Chemicals

  • Finance - Housing

  • Power Generation/Distribution

  • Auto Ancillary

  • Consumer Durables - Domestic Appliances

  • Plastic Products

  • Cement & Construction Materials

  • Miscellaneous

  • Finance - Investment

  • Pesticides & Agrochemicals

  • Finance - Stock Broking

  • Finance Term Lending

  • Hotel, Resort & Restaurants

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Fund Manager

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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 01-Jan-2013 and currently has an AUM of ₹22,631.51 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 ₹0.69(1.17%)yesterday to ₹59.7982.

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