Axis Long Term Equity Direct Plan Growth+0.74%

5
0.30%
1 Year Return
Equity
ELSS
5.0star
6M
1Y
3Y
5Y
All

Fund Details

Axis Long Term Equity Direct Plan Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.93%
NAV48.65 (09 Jul 2020)
Fund Started01 Jan 2013
Fund Size19,127 Cr

Fund Overview

Quick overview of Axis Long Term Equity Direct Plan Growth

Returns

1Y
3Y*
5Y*
Since inception*
Axis Long Term Equity Direct Plan Growth
0.3%
7.6%
9.0%
16.9%
Category Average
-16.6%
-3.7%
6.3%
-
Rank within category
4
1
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
    0
    with 0.3% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the category average returns
    2. 3Y Returns are higher than the category average returns
    3. 5Y Returns are higher than the category average returns
    4. Exit load is zero
    Cons
    1. Risk-adjusted returns are lower compared to the category

    Top Holdings

    NameSectorInstrument% Assets
    Tata Consultancy Services Ltd.TechnologyEquity8.5%
    Avenue Supermarts Ltd.ServicesEquity7.9%
    Kotak Mahindra Bank Ltd.FinancialEquity6.8%
    HDFC Bank Ltd.FinancialEquity6.8%
    Nestle India Ltd.FMCGEquity6.5%
    Info Edge (India) Ltd.ServicesEquity6.2%
    Maruti Suzuki India Ltd.AutomobileEquity5.7%
    Housing Development Finance Corpn. Ltd.FinancialEquity5.3%
    Pidilite Industries Ltd.ChemicalsEquity5.2%
    Bajaj Finance Ltd.FinancialEquity5.1%
    See All

    Axis Long Term Equity Direct Plan Growth Details

    Axis Long Term Equity Direct Plan Growth 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹19,127 Cr and the Latest NAV as of 09 Jul 2020 is ₹48.65.

    The Axis Long Term Equity Direct Plan Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500.

    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
    04 Sep 2009
    Axis Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    KFin Tech
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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