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

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Axis Long Term Equity Direct Plan Growth

Equity
ELSS
4.0star
INVEST NOW
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L&T Tax Advantage Fund Direct Growth

Equity
ELSS
2.0star
INVEST NOW
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Axis Long Term Equity Direct Plan Growth

(53.3%)

L&T Tax Advantage Fund Direct Growth

(52.3%)
1Y
3Y
5Y
Fund Details
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RiskVery HighVery High-
Min SIP Amount₹500₹500-
Expense Ratio0.79%1.21%-
NAV₹74.5 (29-Jul-2021)₹80.0 (29-Jul-2021)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹30,520Cr₹3,509Cr-
Returns
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1Y
53.3%
52.3%
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3Y
15.6%
11.0%
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5Y
16.5%
13.6%
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Pros & Cons
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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
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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
3. 5Y Returns are lower than the category average returns
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Holding Analysis

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Top 5
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Top 20
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P/E
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P/B
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Turnover
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-
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Equity
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Cash
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Top Holdings

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Top 10 Holdings
Name
Assets
Bajaj Finance Ltd.
9.3%
Tata Consultancy Services Ltd.
8.2%
Avenue Supermarts Ltd.
7.6%
Info Edge (India) Ltd.
6.8%
Kotak Mahindra Bank Ltd.
5.3%
Divi's Laboratories Ltd.
5.0%
Nestle India Ltd.
4.9%
Housing Development Finance Corpn. Ltd.
4.8%
HDFC Bank Ltd.
4.7%
Pidilite Industries Ltd.
4.6%
Name
Assets
Infosys Ltd.
4.4%
ICICI Bank Ltd.
3.7%
Emami Ltd.
3.7%
State Bank of India
3.4%
HCL Technologies Ltd.
3.4%
Larsen & Toubro Ltd.
3.3%
The Ramco Cements Ltd.
3.1%
Tata Consultancy Services Ltd.
3.0%
KPR Mills Ltd.
3.0%
Reliance Industries Ltd.
2.9%
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Fund Manager
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Name
Jinesh Gopani
Venugopal Manghat
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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).
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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.
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About Fund
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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.

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Launch Date

04 Sep 2009

03 Jan 1997

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Custodian

Deutsche Bank

Citibank NA

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Registrar & Transfer Agent

KFin Tech

Cams

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