Axis Long Term Equity Direct Plan Dividend+0.50%

5Groww
17.75%
1 Year Return
Equity
ELSS
5.0 star
6M
1Y
3Y
5Y
All

Fund Details

Axis Long Term Equity Direct Plan Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.92%
NAV39.99 (16 Oct 2019)
Fund Started01 Jan 2013
Fund Size20,425 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Axis Long Term Equity Direct Plan Dividend
17.8%
13.7%
14.9%
19.8%
Category Average
-6.3%
6.2%
9.9%
-
Rank within category
7
2
2
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 17.8% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. 1Y Returns are higher than the benchmark
    3. 3Y Returns are higher than the benchmark
    4. 5Y Returns are higher than the benchmark
    5. Exit load is zero
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Bajaj Finance Ltd.FinancialEquity9.5%
    Kotak Mahindra Bank Ltd.FinancialEquity8.8%
    HDFC Bank Ltd.FinancialEquity7.7%
    Pidilite Industries Ltd.ChemicalsEquity7.5%
    Avenue Supermarts Ltd.ServicesEquity6.7%
    Tata Consultancy Services Ltd.TechnologyEquity6.4%
    Housing Development Finance Corpn. Ltd.FinancialEquity5.6%
    Gruh Finance Ltd.FinancialEquity4.9%
    Info Edge (India) Ltd.ServicesEquity4.5%
    Torrent Power Ltd.EnergyEquity3.6%
    See All

    Other Details

    Axis Long Term Equity Direct Plan Dividend is a Equity Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Jinesh Gopani is the Current Fund Manager of Axis Long Term Equity Direct Plan Dividend.The fund currently has an Asset Under Management(AUM) of ₹20,425 Cr and the Latest NAV as of 16 Oct 2019 is ₹39.99.

    The Axis Long Term Equity Direct Plan Dividend is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 500. Nil.

    Investment Objective

    The investment objective of the scheme is to generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related securities. Howerver, there can be no assurance that the investment of the scheme will be achieved.

    Tax Implications

    Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.

    Scheme Information Document(SID)

    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    Nil
    Exit Load

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    About Axis Mutual Fund

    Address
    Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai 400025
    Phone
    022-43255161
    Launch Date
    03 Sep 2009
    Axis Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
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