Fund Details
Axis Long Term Equity Direct Plan Dividend
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.88% |
| NAV | ₹43.39 (02 Dec 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹22,632 Cr |
Returns
as per Historical Returns
Comparison
1. Exit load is zero
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
1. Asset under management(AUM) is more than 20000 Crs. Returns tend to go low once AUM exceeds a certain amount
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Bajaj Finance Ltd. | Financial | Equity | 8.3% |
| Tata Consultancy Services Ltd. | Technology | Equity | 8.1% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 7.8% |
| HDFC Bank Ltd. | Financial | Equity | 7.4% |
| Nestle India Ltd. | FMCG | Equity | 6.8% |
| Info Edge (India) Ltd. | Services | Equity | 6.1% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 5.9% |
| Avenue Supermarts Ltd. | Services | Equity | 5.4% |
| Pidilite Industries Ltd. | Chemicals | Equity | 4.8% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 4.5% |
Fund Managers
Axis Long Term Equity Direct Plan Dividend Details
Axis Long Term Equity Direct Plan Dividend is a Equity Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Jinesh Gopani is the Current Fund Manager of Axis Long Term Equity Direct Plan Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹22,632 Cr and the Latest NAV as of 02 Dec 2020 is ₹43.39.
The Axis Long Term Equity Direct Plan Dividend is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500.
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.
Tax Implications
Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.
