Axis Long Term Equity Fund (Equity, Equity Elss)

Moderately High
10 yrs 3 monthsStarted on:29 Dec 2009
₹ 21996.95 Cras on: 25 Feb 2020
Long Term Horizon
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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TenureReturns (CAGR)
1 Month0.95
3 Month4.52
1 YR22.82
2 YR11.71
3 YR15.44

SIP Returns

TenureReturns (CAGR)
1 YR20.3
2 YR14.01
3 YR12.98
5 YR12.94
10 YR17.23


Company Name% Assets
Bajaj Finance Ltd.8.97
Kotak Mahindra Bank Ltd.8.69
Avenue Supermarts Ltd.7.17
HDFC Bank Ltd.6.75
Pidilite Industries Ltd.5.63
Tata Consultancy Services Ltd.5.58
Housing Development Finance Corpn. Ltd.5.54
Info Edge (India) Ltd.5.5
Maruti Suzuki India Ltd.5.13
Bandhan Bank Ltd.4.77

Top Sectoral Holdings

Sector Name% Assets
Cons Durable4.34


Portfolio turnover ratio66
Standard Deviation12.88%
Sharpe Ratio0.81

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