Home>Mutual Funds>Compare>Compare Axis Long Term Equity Direct Plan Growth with L&T Tax Advantage Fund Direct Growth
shareSHARE
Compare Funds
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
cancel

Axis Long Term Equity Direct Plan Growth

Equity
ELSS
4.0 star
INVEST NOW
cancel

L&T Tax Advantage Fund Direct Growth

Equity
ELSS
2.0 star
INVEST NOW
add_circle_outline

Add a fund

Axis Long Term Equity Direct Plan Growth

(54.5%)

L&T Tax Advantage Fund Direct Growth

(64.9%)
1Y
3Y
5Y
Fund Details
keyboard_arrow_up
RiskVery HighVery High-
Min SIP Amount₹500₹500-
Expense Ratio0.72%1.38%-
NAV₹67.7 (09-Apr-2021)₹72.3 (09-Apr-2021)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹27,870Cr₹3,407Cr-
Returns
keyboard_arrow_up
1Y
54.5%
64.9%
-
3Y
14.8%
7.9%
-
5Y
17.7%
14.9%
-
Pros & Cons
keyboard_arrow_up
Pros
1. 3Y Returns are higher than the category average returns
2. 5Y Returns are higher than the category average returns
3. Exit load is zero
1. Exit load is zero
-
Cons
1. Asset under management(AUM) is more than 20000 Crs. Returns tend to go low once AUM exceeds a certain amount
2. 1Y Returns are lower than the category average returns
1. 1Y Returns are lower than the category average returns
2. 3Y Returns are lower than the category average returns
-

Holding Analysis

keyboard_arrow_up
Top 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turn Over
-
-
-
Equity
NaN%
NaN%
NaN%
Cash
NaN%
NaN%
NaN%

Top Holdings

keyboard_arrow_up
Top 10 Holdings
Name
Assets
Bajaj Finance Ltd.
9.3%
Avenue Supermarts Ltd.
7.6%
Tata Consultancy Services Ltd.
6.9%
Info Edge (India) Ltd.
6.9%
HDFC Bank Ltd.
6.5%
Kotak Mahindra Bank Ltd.
6.5%
Housing Development Finance Corpn. Ltd.
5.6%
Nestle India Ltd.
5.1%
Maruti Suzuki India Ltd.
4.6%
Pidilite Industries Ltd.
4.1%
Name
Assets
ICICI Bank Ltd.
5.1%
HDFC Bank Ltd.
4.9%
Infosys Ltd.
4.5%
Reliance Industries Ltd.
4.0%
Tata Consultancy Services Ltd.
3.6%
Larsen & Toubro Ltd.
3.3%
State Bank of India
3.3%
HCL Technologies Ltd.
3.2%
Emami Ltd.
3.1%
The Ramco Cements Ltd.
3.0%
-
Fund Manager
keyboard_arrow_up
Name
Jinesh Gopani
Venugopal Manghat
-
Education

Mr. Gopani is a B. Com (H) and MMS from Bharati Vidyapeeth Institute of Management Studies and Research.

Mr. Manghat is a B.Sc (Mathematics) and MBA (Finance).

-

Experience

Prior to joining Axis AMC he has worked with Birla Sun Life AMC, Voyager India Capital Pvt. Ltd., Emkay Shares & Stock Brokers Limited and Net worth Stock Broking Limited.

Prior to joining L&T Mutual Fund he has worked with Tata Asset Management Ltd.

-

About Fund
keyboard_arrow_up
Description

Axis Mutual Fund started their mutual fund on 04/09/2009 and its managing total assets of ₹69,145 Cr. Its ranked at 10 as per total assets at end of 30th Sep 2017.

L&T Mutual Fund started their mutual fund on 03/01/1997 and its managing total assets of ₹52,749 Cr. Its ranked at 12 as per total assets at end of 30th Sep 2017.

-

Launch Date
04 Sep 2009
03 Jan 1997
-
Custodian
Deutsche Bank
Citibank NA
-
Registrar & Transfer Agent
KFin Tech
Cams
-

Popular Comparisons

Motilal Oswal Multicap 35 Fund - Direct - Growth
17.8%
3Y Returns
VS
SBI Magnum Multi Cap Fund - Direct - Growth
16.3%
3Y Returns
Axis Bluechip Fund - Direct - Growth
17.4%
3Y Returns
VS
SBI Bluechip Fund - Direct - Growth
13.6%
3Y Returns
HDFC Small Cap Fund - Direct - Growth
22.9%
3Y Returns
VS
L&T Emerging Businesses Fund - Direct - Growth
22.4%
3Y Returns
ⓒ 2016-2021 Groww. All rights reserved, Built with in India