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3 Year return
11.55%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹35641.94 Cr.
Expense Ratio
0.76% (inclusive of GST)
Exit Load
Nil
Tax Implications
Withdrawal within 1 year
Not applicable as these investments cannot be sold before the 3 year lock-in period
Withdrawal after 1 year
10% tax on gains over ₹1 Lakh per financial year
Fund Holdings
Other Holdings | % of Asset |
---|---|
Pidilite Inds. | 4.37 % |
Info Edg.(India) | 3.49 % |
Nestle India | 3.42 % |
C C I | 3.41 % |
Divi's Lab. | 3.21 % |
Cholaman.Inv.&Fn | 3.03 % |
Tata Motors | 2.73 % |
Zomato Ltd | 2.59 % |
P I Industries | 2.47 % |
M & M | 2.45 % |
Sundaram Finance | 2.36 % |
Bajaj Finserv | 2.11 % |
Astral | 2.09 % |
Bharti Airtel | 2.05 % |
Apollo Hospitals | 2.04 % |
Indian Hotels Co | 1.87 % |
CG Power & Indu. | 1.84 % |
ICICI Bank | 1.69 % |
Kotak Mah. Bank | 1.68 % |
Shree Cement | 1.63 % |
Larsen & Toubro | 1.52 % |
Reliance Industr | 1.48 % |
Sona BLW Precis. | 1.46 % |
Sun Pharma.Inds. | 1.38 % |
Tube Investments | 1.35 % |
Mankind Pharma | 1.3 % |
St Bk of India | 1.08 % |
Jio Financial | 0.87 % |
Tata Elxsi | 0.86 % |
Bajaj Auto | 0.8 % |
Cummins India | 0.79 % |
Net CA & Others | 0.75 % |
C C I | 0.69 % |
Titan Company | 0.58 % |
Persistent Sys | 0.57 % |
Navin Fluo.Intl. | 0.57 % |
NTPC | 0.56 % |
Coforge | 0.5 % |
Interglobe Aviat | 0.47 % |
B P C L | 0.46 % |
Schaeffler India | 0.37 % |
SBI Life Insuran | 0.36 % |
Clean Science | 0.33 % |
Coal India | 0.31 % |
PB Fintech. | 0.28 % |
Max Healthcare | 0.24 % |
MAS FINANC SER | 0.21 % |
Global Health | 0.17 % |
UltraTech Cem. | 0.16 % |
Tata Steel | 0.14 % |
Varun Beverages | 0.12 % |
Symphony | 0.09 % |
Cipla | 0.06 % |
Dixon Technolog. | 0.05 % |
Bharat Electron | 0.04 % |
Axis Mutual Fund Managers
JG
Jinesh Gopani
Fund Manager since Jan 2013
Fund House Details
Axis Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Quant ELSS Tax Saver Fund IDCW Direct Plan Payout |
28.86% |
3.5 |
SBI Long Term Equity Fund Direct Plan IDCW Payout |
27.91% |
5 |
Bank of India ELSS Tax Saver Direct Plan IDCW Payout |
25.29% |
3 |
Schemes by Axis Mutual Fund
List of mutual fund schemes by AMC
Other . FoFs Domestic
Axis All Seasons Debt Fund of Funds Direct Plan Annual IDCW Payout
Other . FoFs Domestic
Axis All Seasons Debt Fund of Funds Direct Plan Annual IDCW Reinvestment
Other . FoFs Domestic
Axis All Seasons Debt Fund of Funds Direct Plan Growth
Other . FoFs Domestic
Axis All Seasons Debt Fund of Funds Direct Plan Half Yearly Dividend Option Payout
Other . FoFs Domestic
Axis All Seasons Debt Fund of Funds Direct Plan Half Yearly Dividend Option Reinvestment
Axis Long Term Equity Fund Direct Plan Growth
Axis Long Term Equity Fund Direct Plan-Growth is an Equity-Linked Savings Scheme (ELSS) provided by Axis Mutual Fund. It stands as a competitive investment vehicle that combines the potential for high returns and the advantage of tax savings, making it an attractive option for investors. The fund's performance in delivering consistent returns may fluctuate based on the market conditions. The fund strategically invests in a diversified portfolio of companies that showcase robust track records and possess strong earnings potential.
Investment Objective of the Scheme
The primary goal of the Axis Long Term Equity Fund Direct Plan-Growth is to generate steady, long-term capital growth. This is achieved by investing predominantly in a diverse array of equity and equity-related securities. The focus is on companies with sustainable business models and strong growth prospects, thus offering investors a balanced mix of high-potential holdings.
Key Features of The Fund
5-year return | 14.69% |
Expense Ratio | 0.76% |
Fund Manager | Jinesh Gopani |
Fund Size | ₹35641.94 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
The Axis Long Term Equity Fund Direct Plan-Growth may appeal to those who seek higher return expectations and tax-saving benefits and are comfortable with a minimum investment horizon of three years. This scheme involves a degree of risk, and investors must be ready to accept the possibility of moderate risk due to market fluctuations. A mandatory lock-in period of three years also applies, making this scheme less suited to those looking for liquidity or quick returns.
AMC Contact Details
Name | Axis Mutual Fund |
Launch Date | January 2009 |
Addresss | Axis House, First Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai - 400025 |
Contact | 8108622211 |
customerservice@axismf.com | |
Website | https://www.axismf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.