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
1.62%
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

Similar Funds
Motilal Oswal Long Term Equity Fund
Current NAV 19.2
Return (CAGR) 13.64%
Value Research
DSP Tax Saver Fund
Current NAV 51.4
Return (CAGR) 13.30%
Value Research
Tata India Tax Saving Fund
Current NAV 19.15
Return (CAGR) 18.63%
Value Research NA
Kotak Tax Saver Fund
Current NAV 47.73
Return (CAGR) 11.58%
Value Research
Aditya Birla SL Tax Relief 96 Fund
Current NAV 32.57
Return (CAGR) 23.51%
Value Research NA
Principal Tax Savings Fund
Current NAV 206.79
Return (CAGR) 15.59%
Value Research
IDFC Tax Advantage (ELSS) Fund
Current NAV 55.59
Return (CAGR) 16.60%
Value Research
UTI Long Term Equity Fund
Current NAV 93.99
Return (CAGR) 14.25%
Value Research
ICICI Pru Long Term Equity (Tax Saving) Fund
Current NAV 381.23
Return (CAGR) 19.40%
Value Research
Franklin India Taxshield Fund
Current NAV 566.55
Return (CAGR) 21.32%
Value Research
SBI Magnum Taxgain Fund
Current NAV 143.22
Return (CAGR) 15.76%
Value Research
HDFC Taxsaver Fund
Current NAV 495.43
Return (CAGR) 23.72%
Value Research

Tenure

TenureReturns (CAGR)
YTD2.96
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

Portfolio

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
Financial40.07
Services12.67
Automobile9.3
Chemicals7.25
Technology6.68
FMCG4.91
Cons Durable4.34
Energy3.63
Healthcare1.97
Engineering1.66

Indicators

LabelValue
Portfolio turnover ratio66
Standard Deviation12.88%
Beta0.92%
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