Axis Long Term Equity Fund Add to compare
48.3019
-0.0028
(-0.01%)
1 day change as on 05 Dec 2019
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.
Fund Type Entry Load Average Asset Size (Rs cr.)
Open Ended Nil 19312.12
Investment Plan Exit Load Minimum Investment (Rs.)
Growth Nil 500
Launch Date Fund Manager Last Dividend
29-12-2009 Jinesh Gopani 0.00
Benchmark Email / Website Bonus
S&P BSE 200 TRI customerservice@axismf.com / www.axismf.com
AMC Name
Axis Asset Management Company Ltd.
Fund Name AUM (Rs. Cr) Return (%)
1 Mth 3 Mths 6 Mths 1 Yr 3 Yrs 5 Yrs Since Inception
Axis Long Term Equity Fund 21492.33 -1.38 10.85 3.83 14.82 16.24 11.01 17.17
SBI Tax Advantage Fund - Series 3 21.62 0.80 15.67 6.63 24.40 16.83 12.29 19.7
SBI Tax Advantage Fund - Series 2 25.86 2.04 14.85 6.34 21.64 15.84 12.29 19.9
SBI Long Term Advantage Fund - Series IV 160.48 1.99 14.67 7.32 16.05 -- -- 13.61
Tata India Tax Savings Fund 2063.16 1.72 11.71 1.99 15.54 14.50 11.52 18.84
DSP Tax Saver Fund 6102.99 0.11 10.97 2.97 15.30 12.29 10.38 13.5
Top 10 Holdings
Company Name Sector Name Asset %
Bajaj Finance Ltd. Financial Services 8.11
Kotak Mahindra Bank Ltd. Financial Services 8
HDFC Bank Ltd. Financial Services 7.79
Avenue Supermarts Ltd. Consumer Goods 6.94
Tata Consultancy Services Ltd. IT 6.92
 
Company Name Sector Name Asset %
Bandhan Bank Ltd. Financial Services 6.62
Housing Development Finance Corporation Ltd. Financial Services 5.49
Pidilite Industries Ltd. Chemicals 5.48
Info Edge Ltd. IT 5.47
CBLO(CCIL) Current Assets 5.01
AUM Movement
Asset Allocation