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Axis Long Term Equity Fund (G)

PLAN: Regular OPTIONS: Growth
30.935 0.39 (1.23%)

NAV as on 27 Jul, 2015

CRISIL MF RANK

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : Axis Mutual Fund FUND CLASS : ELSS
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ranking by CRISIL

Very Good performance in the category

The scheme is ranked 1 in ELSS category by Crisil (for quarter ended Mar 2015) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested.

View Top ranked funds in this category

Close Axis Tax Saver Fund has been renamed as Axis Long Term Equity Fund with effect from September 2, 2011
Benchmark Index:
 
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Returns (NAV as on 27 Jul, 2015)

Period Returns (%) Rank #
1 mth 1.5 74
3 mth 3.9 52
6 mth 0.3 21
1 year 29.2 19
2 year 44.4 6
3 year 34.4 1
5 year 21.7 1

# Moneycontrol Rank within 95 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 7.7 -2.4 - - -
2014 10.8 20.8 11.6 10.9 -
2013 -5.1 4.7 -1.7 16.3 15.8
2012 13.2 1.3 11.0 3.2 34.0
2011 -4.9 3.6 -6.9 -6.2 -15.1
2010 8.4 4.0 13.5 0.4 30.0

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (ELSS)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 1.5 3.9 0.3 29.2 44.4 34.4 21.7
Category avg 2.5 3.9 -1.6 20.3 29.0 20.2 10.2
Difference of Fund returns and Category returns -1.0 0.0 1.9 8.9 15.4 14.2 11.5
Best of category 5.1 7.7 5.4 42.1 50.3 34.4 21.7
Worst of category -1.8 -2.3 -7.7 5.4 12.6 11.5 2.8
Benchmark returns # 0.9 1.6 -4.7 11.4 23.2 18.5 8.9
Difference of Fund returns and Benchmark returns 0.6 2.3 5.0 17.8 21.2 15.9 12.8
Axis Long Term Equity Fund (G) Review by Crisil - Rating: 5 (Rank 1 out of 5)
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

To generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related securities.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Dec 21, 2009
Benchmark S&P BSE 200
Asset Size (Rs cr) 4,996.45 (Jun-30-2015)
Minimum Investment Rs.500
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Jinesh Gopani
View performance of schemes managed by the Fund Manager
Notes Axis Tax Saver Fund has been renamed as Axis Long Term Equity Fund with effect from September 2, 2011

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments N.A.

Contact Details

Regd. Office Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai, 400025
Tel. No. 022 - 43255161
Fax No. 022 43255199
Email customerservice@axismf.com
Website http://www.axismf.com

Peer Comparison

ELSS Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Axis Long Term Equity Fund (G) Rank 1
4,996.45 3.9 0.3 29.2 34.4 21.7
Reliance Tax Saver (ELSS) (G) Rank 2
4,294.44 -1.6 -7.7 22.1 29.8 17.5
HDFC Tax Saver (G) Rank 5
4,794.98 0.2 -7.5 11.9 22.6 11.8
SBI Magnum Tax Gain (G) Rank 3
4,788.51 5.4 -0.9 20.9 25.0 13.8
ICICI Pru Tax Plan (G) Rank 3
2,529.16 2.7 -2.2 17.6 26.1 14.8
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jun 30, 15)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 423.70 8.48
Kotak Mahindra Banking/Finance 332.26 6.65
TCS Technology 330.77 6.62
Larsen Engineering 306.28 6.13
Sun Pharma Pharmaceuticals 252.32 5.05
HDFC Banking/Finance 246.33 4.93
Motherson Sumi Automotive 184.87 3.70
Maruti Suzuki Automotive 182.87 3.66
Tech Mahindra Technology 171.38 3.43
Pidilite Ind Chemicals 169.38 3.39

Full Portfolio

Sector Allocation (Jun 30, 15)

Sector %

1-Year

HighLow

Banking/Finance 27.40 30.58 25.96
Automotive 13.27 13.76 11.64
Pharmaceuticals 10.43 10.61 8.27
Engineering 10.41 12.73 9.67
Technology 10.05 10.58 8.67
Chemicals 6.35 6.58 2.51

View All Sectors

Asset Allocation (%)(Jun 30, 15)

Equity 98.08
Others 0.00
Debt 0.02
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.90

View All

Concentration

Holdings (%)
Top 5 32.93
Top 10 52.04
Sector (%)
Top 3 51.10

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