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 7.34 7.40 56.87 14.72 16.38 17.90
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE 200 5.58 8.27 62.66 13.28 14.58 13.84
S&P BSE 200 - TRI 5.88 8.67 64.86 14.73 16.04 11.25

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 56.87 14.72 16.38 1.67 29,575.29
Aditya Birla Sun Life Tax Relief '96 - Growth Option Mar 10, 2008 40.82 8.04 12.59 1.81 13,949.95
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option Sep 21, 2005 Unrated 68.24 5.68 8.24 1.71 11,667.38
SBI Long Term Equity Fund - REGULAR PLAN- GROWTH Mar 31, 1993 63.86 12.88 12.57 1.77 9,900.60
ICICI Prudential Long Term Equity Fund (Tax Saving) - Growth Aug 19, 1999 61.00 13.08 13.67 1.97 8,846.36
DSP Tax Saver Fund - Regular Plan - Growth Jan 18, 2007 69.18 16.83 16.73 1.80 8,746.70

Fund Holdings as on 31-May-2021

  • Bajaj Finance Limited

  • Tata Consultancy Services Limited

  • Avenue Supermarts Limited

  • Kotak Mahindra Bank Limited

  • Info Edge (India) Limited

  • HDFC Bank Limited

  • Nestle India Limited

  • Housing Development Finance Corporation Limited

  • Divi's Laboratories Limited

  • Pidilite Industries Limited

  • Maruti Suzuki India Limited

  • Motherson Sumi Systems Limited

  • Torrent Power Limited

  • Bajaj Finserv Limited

  • Shree Cement Limited

  • Cholamandalam Investment and Finance Company Limited

  • Sundaram Finance Limited

  • PI Industries Limited

  • Infosys Limited

  • Gland Pharma Limited

  • Astral Limited

  • Wipro Limited

  • TTK Prestige Limited

  • Endurance Technologies Limited

  • Symphony Limited

  • Coforge Limited

  • Mas Financial Services Limited

  • Clearing Corporation of India Ltd

  • Cummins India Limited

  • Indiamart Intermesh Limited

  • TTK Healthcare Limited

  • Net Receivables / (Payables)

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  • IT - Software

  • Retailing

  • Pharmaceuticals & Drugs

  • BPO/ITeS

  • Consumer Food

  • Auto Ancillary

  • Finance - Housing

  • Chemicals

  • Automobiles - Passenger Cars

  • Power Generation/Distribution

  • Finance - Investment

  • Cement & Construction Materials

  • Consumer Durables - Domestic Appliances

  • Pesticides & Agrochemicals

  • Plastic Products

  • Finance Term Lending

  • Miscellaneous

  • Diesel Engines

  • 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 29-Dec-2009 and currently has an AUM of ₹29,575.29 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 ₹-0.25(-0.37%)yesterday to ₹66.1511.

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