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Axis Long Term Equity Fund Dividend-0.26%

14.95%
1 Year Return
Equity
ELSS
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Axis Long Term Equity Fund Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.71%
NAV23.47 (02 Dec 2020)
Fund Started29 Dec 2009
Fund Size22,632 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
14.9%
11.4%
13.0%
17.0%
Category Average
10.6%
5.0%
9.8%
-
Rank Within Category
7
2
4
-
*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 14.9% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. Exit load is zero
    3. 3Y Returns are higher than the category average returns
    4. 5Y Returns are higher than the category average returns
    5. 10Y Returns are higher than the category average returns
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Higher expense ratio
    3. 3Y Returns are lower than the benchmark
    4. 5Y Returns are lower than the benchmark
    5. 10Y Returns are lower than the benchmark
    6. Asset under management(AUM) is more than 20000 Crs. Returns tend to go low once AUM exceeds a certain amount
    7. Risk-adjusted returns are lower compared to the category
    8. Higher expense ratio - 1.72%
    9. 1Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    Bajaj Finance Ltd.FinancialEquity8.3%
    Tata Consultancy Services Ltd.TechnologyEquity8.1%
    Kotak Mahindra Bank Ltd.FinancialEquity7.8%
    HDFC Bank Ltd.FinancialEquity7.4%
    Nestle India Ltd.FMCGEquity6.8%
    Info Edge (India) Ltd.ServicesEquity6.1%
    Maruti Suzuki India Ltd.AutomobileEquity5.9%
    Avenue Supermarts Ltd.ServicesEquity5.4%
    Pidilite Industries Ltd.ChemicalsEquity4.8%
    Divi's Laboratories Ltd.HealthcareEquity4.5%
    See All

    Fund Managers

    Jinesh Gopani
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    Axis Long Term Equity Fund Dividend Details

    Axis Long Term Equity Fund Dividend is a Equity Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 29 Dec 2009. Jinesh Gopani is the Current Fund Manager of Axis Long Term Equity Fund 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 ₹23.47.

    The Axis Long Term Equity Fund 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%.

    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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