Axis Long Term Equity Fund (Equity, Equity Tax Saving)

Moderately High
8 yrs 6 monthsStarted on:29 Dec 2009
₹ 17546.16 Cras on: 20 Jun 2018
Long Term Horizon
1.77%
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)
YTD3.53
1 Month0.97
3 Month8.71
1 YR16.44
2 YR17.93
3 YR12.68

SIP Returns

TenureReturns (CAGR)
1 YR14.22
2 YR17.97
3 YR16.45
5 YR18.87

Portfolio

Company Name% Assets
HDFC Bank Ltd.7.78
Tata Consultancy Services Ltd.7.65
Kotak Mahindra Bank Ltd.7.62
Pidilite Industries Ltd.6.41
Housing Development Finance Corpn. Ltd.6.05
Bajaj Finance Ltd.5.22
Gruh Finance Ltd.5.03
Maruti Suzuki India Ltd.4.51
Avenue Supermarts Ltd.4.33
Motherson Sumi Systems Ltd.3.34

Top Sectoral Holdings

Sector Name% Assets
Financial39.58
Automobile14.71
Chemicals9.35
Technology7.65
Services6.9
Cons Durable5.49
Healthcare4.28
Energy3.09
Construction2.4
Textiles1.07

Indicators

LabelValue
Portfolio turnover ratio118
Standard Deviation12.46%
Sharpe Ratio0.48

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

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