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Axis Long Term Equity Fund (G)

31.805 0.06 (0.19%)

NAV as on 04 Mar, 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.

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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 2014) 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 04 Mar, 2015)

Period	Returns (%)	Rank #
1 mth	5.8	2
3 mth	11.1	3
6 mth	23.0	12
1 year	77.1	6
2 year	49.3	4
3 year	37.1	1
5 year	25.2	1

# Moneycontrol Rank within 94 ELSS Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
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

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* Returns over 1 year are Annualised

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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	5.8	11.1	23.0	77.1	49.3	37.1	25.2
Category avg	3.4	6.4	15.8	56.6	31.2	21.7	12.8
Difference of Fund returns and Category returns	2.4	4.7	7.2	20.5	18.1	15.4	12.4
Best of category	5.9	11.4	30.8	100.1	51.2	37.1	25.2
Worst of category	-2.6	-0.6	2.8	19.0	17.2	14.6	6.1
Benchmark returns #	2.4	4.7	11.8	47.3	26.6	19.8	11.5
Difference of Fund returns and Benchmark returns	3.4	6.4	11.2	29.8	22.7	17.3	13.7

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)	2,933.79 (Dec-31-2014)
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)
ELSS	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
SBI Magnum Tax Gain (G)	Rank 3	4,936.06	8.1	15.2	59.7	27.2	15.6
SBI Magnum Tax Gain - Direct (G)	Not Ranked	66.47	8.2	15.5	60.5	--	--
HDFC Tax Saver (G)	Rank 4	4,794.48	1.0	10.4	62.0	23.5	15.9
HDFC Tax Saver - Direct (G)	Not Ranked	115.70	1.1	10.6	62.8	--	--
Reliance Tax Saver(ELSS)-Direct (G)	Not Ranked	58.71	6.6	21.7	100.1	--	--
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (Jan 30, 15)

Equity	Sector	Value (Rs cr)	Asset %
HDFC Bank	Banking/Finance	355.62	8.82
Kotak Mahindra	Banking/Finance	261.00	6.47
Larsen	Engineering	225.77	5.60
HDFC	Banking/Finance	208.79	5.18
TCS	Technology	192.64	4.78
Tech Mahindra	Technology	175.16	4.34
Sun Pharma	Pharmaceuticals	163.38	4.05
Maruti Suzuki	Automotive	151.37	3.75
TTK Prestige	Cons Durable	143.84	3.57
Pidilite Ind	Chemicals	128.12	3.18

Full Portfolio

Sector Allocation (Jan 30, 15)

Sector	%	1-Year HighLow
Banking/Finance	28.65	30.58	27.32
Automotive	12.44	13.08	10.22
Engineering	10.39	13.51	10.08
Technology	9.12	11.62	8.66
Pharmaceuticals	8.89	10.14	8.27
Chemicals	5.69	5.87	2.25