Axis Long Term Equity Fund - Growth - Regular Plan

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  • 0.15 %Nav, as on 27-09-2023

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  • Net Change on 27-09-2023

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

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  • 52 Week High Nav Date

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 3.82 3.67 10.28 17.02 11.29 15.50
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

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 Unrated 10.28 17.02 11.29 1.55 31,411.08
Mirae Asset Tax Saver Fund-Regular Plan-Growth Dec 28, 2015 19.90 24.32 16.50 1.61 17,630.50
SBI Long Term Equity Fund - REGULAR PLAN- GROWTH Mar 31, 1993 31.86 28.23 16.20 1.70 15,586.53
Aditya Birla Sun Life ELSS Tax Relief '96 - Growth Option Mar 10, 2008 14.05 13.08 7.57 1.69 14,050.39
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option Sep 21, 2005 20.55 28.15 10.79 1.72 12,543.76
DSP Tax Saver Fund - Regular Plan - Growth Jan 18, 2007 21.17 26.84 16.37 1.69 11,862.57

Fund Holdings as on 31-August-2023

  • Bajaj Finance Limited

  • Avenue Supermarts Limited

  • Tata Consultancy Services Limited

  • Nestle India Limited

  • Info Edge (India) Limited

  • Torrent Power Limited

  • Pidilite Industries Limited

  • HDFC Bank Limited

  • Divi's Laboratories Limited

  • Cholamandalam Investment and Finance Company Ltd

  • Bajaj Finserv Limited

  • PI Industries Limited

  • Shree Cement Limited

  • Kotak Mahindra Bank Limited

  • Tata Motors Limited

  • Astral Limited

  • Mahindra & Mahindra Limited

  • Apollo Hospitals Enterprise Limited

  • Sundaram Finance Limited

  • Sona BLW Precision Forgings Limited

  • Clearing Corporation of India Ltd

  • Tube Investments of India Limited

  • Zomato Limited

  • The Indian Hotels Company Limited

  • Tata Elxsi Limited

  • CG Power and Industrial Solutions Limited

  • Persistent Systems Limited

  • Mankind Pharma Limited

  • Coforge Limited

  • Navin Fluorine International Limited

  • Clean Science and Technology Limited

  • Mas Financial Services Limited

  • Net Receivables / (Payables)

  • Symphony Limited

  • TTK Healthcare Limited

  • Timken India Limited

  • Jio Financial Services Limited

  • Global Health Limited

  • Vijaya Diagnostic Centre Limited

  • Schaeffler India Limited

  • Aditya Birla Capital Limited

  • Motherson Sumi Wiring India Limited

  • Ideaforge Technology Limited

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  • Finance - NBFC

  • IT - Software

  • Retailing

  • Bank - Private

  • Consumer Food

  • Chemicals

  • Pharmaceuticals & Drugs

  • BPO/ITeS

  • Power Generation/Distribution

  • Finance - Investment

  • Pesticides & Agrochemicals

  • Cement & Construction Materials

  • Automobiles-Trucks/Lcv

  • Plastic Products

  • Automobiles - Passenger Cars

  • Hospital & Healthcare Services

  • Miscellaneous

  • Auto Ancillary

  • Cycles

  • e-Commerce

  • Hotel, Resort & Restaurants

  • Electric Equipment

  • Finance Term Lending

  • Consumer Durables - Domestic Appliances

  • Bearings

  • Finance - Stock Broking

  • Steel & Iron Products

  • Engineering - Industrial Equipments

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Fund Manager

  • Cash

  • Equity

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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 ₹31,411.08 crore. Axis Long Term Equity Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Axis Long Term Equity Fund ended up ₹0.11(0.15%)yesterday to ₹72.6345.

Among its top 3 holdings the fund has exposure to Bajaj Finance Limited, and

The Axis Long Term Equity Fund is managed by Shreyash Devalkar and Ashish Naik.

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