Axis Long Term Equity (Equity, Equity Elss)

Moderately High
8 yrs 12 monthsStarted on:29 Dec 2009
₹ 17626.14 Cras on: 13 Dec 2018
Long Term Horizon
2.08%
Capital Appreciation

Minimum Investment

  • ₹ 500.00 for Lumpsum

Investment Objective

The scheme aims to generate regular long term capital growth from a diversified portfolio of equity and equity related securities. The Scheme Will invest in companies with strong growth & a sustainable business model.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD2.48
1 Month4.45
1 YR6.49
2 YR17.75
3 YR13.54

SIP Returns

TenureReturns (CAGR)
1 YR1.14
2 YR9.64
3 YR12
5 YR13.49

Portfolio

Company Name% Assets
HDFC Bank Ltd.8.8
Tata Consultancy Services Ltd.8.29
Kotak Mahindra Bank Ltd.6.79
Pidilite Industries Ltd.6.4
Maruti Suzuki India Ltd.5.77
Bajaj Finance Ltd.5.5
Housing Development Finance Corpn. Ltd.5.31
Gruh Finance Ltd.4.08
Avenue Supermarts Ltd.4.08
Bandhan Bank Ltd.3.46

Top Sectoral Holdings

Sector Name% Assets
Financial38.62
Automobile15.06
Technology8.29
Chemicals7.69
Services6.76
Cons Durable5.4
Healthcare3.3
Energy3.19
Construction2.02
FMCG1.39

Indicators

LabelValue
Portfolio turnover ratio113
Standard Deviation14.63%
Beta0.92%
Sharpe Ratio0.43

Jinesh Gopani

Mr. Gopani is a B. Com (H) and MMS from Bharati Vidyapeeth Institute of Management Studies and Research.
Prior to joining Axis AMC he has worked with Birla Sun Life AMC, Voyager India Capital Pvt. Ltd., Emkay Shares & Stock Brokers Limited and Net worth Stock Broking Limited.

Other Funds Managed by Jinesh Gopani

  • Nav as on 13 Dec 18 26.52
    Returns since inception (CAGR) 16.30%
    Value Research
    Crisil Ranking 2
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