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
4.0 star
INVEST NOW
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L&T Tax Advantage Fund Direct Growth
Equity
ELSS
3.0 star
INVEST NOW
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Axis Long Term Equity Direct Plan Growth
(22.0%)
L&T Tax Advantage Fund Direct Growth
(14.6%)
1Y
3Y
5Y
Fund Details
keyboard_arrow_up| Risk | Moderately High | Moderately High | - |
|---|---|---|---|
| Min SIP Amount | ₹500 | ₹500 | - |
| Expense Ratio | 0.73% | 1.38% | - |
| NAV | ₹65.4 (21-Jan-2021) | ₹67.4 (22-Jan-2021) | - |
| Fund Started | 01-Jan-2013 | 01-Jan-2013 | - |
| Fund Size | ₹27,181Cr | ₹3,439Cr | - |
Returns
keyboard_arrow_up1Y
22.0%
14.6%
-
3Y
12.5%
3.6%
-
5Y
17.5%
14.5%
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Pros & Cons
keyboard_arrow_upPros
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. Exit load is zero
2. 5Y Returns are higher than the category average returns
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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
1. 3Y Returns are lower than the category average returns
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Holding Analysis
keyboard_arrow_upTop 5
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Top 20
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P/E
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P/B
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Turn Over
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Equity
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Cash
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Top Holdings
keyboard_arrow_upTop 10 Holdings
Name
Assets
Bajaj Finance Ltd.
9.3%
HDFC Bank Ltd.
7.4%
Tata Consultancy Services Ltd.
7.2%
Kotak Mahindra Bank Ltd.
6.7%
Avenue Supermarts Ltd.
6.7%
Info Edge (India) Ltd.
6.4%
Housing Development Finance Corpn. Ltd.
5.8%
Nestle India Ltd.
5.5%
Maruti Suzuki India Ltd.
5.2%
Pidilite Industries Ltd.
4.4%
Name
Assets
HDFC Bank Ltd.
4.6%
ICICI Bank Ltd.
4.6%
Infosys Ltd.
4.5%
HCL Technologies Ltd.
4.3%
Reliance Industries Ltd.
3.7%
Tata Consultancy Services Ltd.
3.6%
Larsen & Toubro Ltd.
2.9%
Emami Ltd.
2.9%
ICICI Lombard General Insurance Company Ltd.
2.7%
Berger Paints India Ltd.
2.6%
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Fund Manager
keyboard_arrow_upName
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
keyboard_arrow_upDescription
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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