Axis Long Term Equity Fund - Growth - Regular Plan

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  • 0.22 %Nav, as on 02-06-2023

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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 (₹)

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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 5.44 9.99 9.46 17.55 9.45 15.38
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 9.46 17.55 9.45 1.57 29,967.90
Mirae Asset Tax Saver Fund-Regular Plan-Growth Dec 28, 2015 11.17 27.47 14.79 1.61 15,218.19
Aditya Birla Sun Life ELSS Tax Relief '96 - Growth Option Mar 10, 2008 Unrated 6.86 13.85 5.42 1.70 13,222.89
SBI Long Term Equity Fund - REGULAR PLAN- GROWTH Mar 31, 1993 19.96 28.24 12.82 1.79 12,998.19
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option Sep 21, 2005 Unrated 12.73 27.84 7.72 1.74 11,451.40
DSP Tax Saver Fund - Regular Plan - Growth Jan 18, 2007 12.69 26.64 13.67 1.70 10,512.55

Fund Holdings as on 30-April-2023

  • Bajaj Finance Limited

  • Avenue Supermarts Limited

  • Kotak Mahindra Bank Limited

  • Tata Consultancy Services Limited

  • Nestle India Limited

  • Housing Development Finance Corporation Limited

  • Info Edge (India) Limited

  • Pidilite Industries Limited

  • Torrent Power Limited

  • Divi's Laboratories Limited

  • Cholamandalam Investment and Finance Company Ltd

  • Bajaj Finserv Limited

  • PI Industries Limited

  • Shree Cement Limited

  • HDFC Bank Limited

  • Apollo Hospitals Enterprise Limited

  • Sundaram Finance Limited

  • Astral Limited

  • Tube Investments of India Limited

  • Coforge Limited

  • Mahindra & Mahindra Limited

  • Motherson Sumi Wiring India Limited

  • Sona BLW Precision Forgings Limited

  • The Indian Hotels Company Limited

  • Tata Motors Limited

  • Symphony Limited

  • Navin Fluorine International Limited

  • Clean Science and Technology Limited

  • Net Receivables / (Payables)

  • Mas Financial Services Limited

  • Vijaya Diagnostic Centre Limited

  • Go Fashion (India) Limited

  • TTK Prestige Limited

  • TTK Healthcare Limited

  • Global Health Limited

  • Clearing Corporation of India Ltd

  • Sumitomo Chemical India Limited

  • Schaeffler India Limited

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  • Finance - NBFC

  • Bank - Private

  • IT - Software

  • Retailing

  • Consumer Food

  • Chemicals

  • Finance - Housing

  • BPO/ITeS

  • Power Generation/Distribution

  • Pharmaceuticals & Drugs

  • Finance - Investment

  • Pesticides & Agrochemicals

  • Cement & Construction Materials

  • Hospital & Healthcare Services

  • Plastic Products

  • Cycles

  • Automobiles - Passenger Cars

  • Steel & Iron Products

  • Auto Ancillary

  • Hotel, Resort & Restaurants

  • Consumer Durables - Domestic Appliances

  • Automobiles-Trucks/Lcv

  • Miscellaneous

  • Finance Term Lending

  • Bearings

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  • 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 ₹29,967.90 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 ₹0.15(0.22%)yesterday to ₹68.4754.

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