SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > ELSS > Axis Mutual Fund > Axis Long Term Equity Fund - Direct Plan (G)

Axis Long Term Equity Fund - Direct Plan (G)

31.414 0.03 (0.08%)

NAV as on 27 Mar, 2015

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  N.A

N.A

FUND FAMILY : Axis Mutual Fund FUND CLASS : ELSS
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on 27 Mar, 2015)

Period Returns (%) Rank #
1 mth -2.8 10
3 mth 8.0 5
6 mth 19.2 8
1 year 62.8 5
2 year 48.7 3
3 year - -
5 year - -

# Moneycontrol Rank within ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 11.2 21.4 12.0 11.4 -
2013 -5.5 4.9 -1.5 16.5 16.0

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 -2.8 8.0 19.2 62.8 48.7 -- --
Category avg -5.2 3.6 10.7 41.9 28.4 20.1 11.0
Difference of Fund returns and Category returns 2.4 4.4 8.5 20.9 20.3 -- --
Best of category -0.9 9.8 22.0 70.9 50.1 35.5 22.9
Worst of category -9.3 -5.1 -4.4 14.3 13.2 12.0 4.2
Benchmark returns # -4.9 2.1 7.0 31.5 23.3 17.7 9.4
Difference of Fund returns and Benchmark returns 2.1 5.9 12.2 31.3 25.4 -- --
# 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 Jan 01, 2013
Benchmark S&P BSE 200
Asset Size (Rs cr) 49.22 (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 N.A

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 (%)
SBI Magnum Tax Gain - Direct (G) Not Ranked
66.47 5.7 11.0 46.1 -- --
SBI Magnum Tax Gain (G) Rank 3
4,936.06 5.6 10.7 45.4 25.4 14.1
HDFC Tax Saver (G) Rank 4
4,794.48 -1.5 5.4 41.7 21.4 13.6
HDFC Tax Saver - Direct (G) Not Ranked
115.70 -1.4 5.6 42.4 -- --
Axis Long Term Equity Fund (G) Rank 1
2,933.79 7.7 18.4 60.3 35.5 22.9
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 15)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 364.30 8.23
Larsen Engineering 346.13 7.82
Kotak Mahindra Banking/Finance 315.59 7.13
HDFC Banking/Finance 243.50 5.50
TCS Technology 218.34 4.94
Tech Mahindra Technology 177.70 4.02
Sun Pharma Pharmaceuticals 164.91 3.73
TTK Prestige Cons Durable 150.79 3.41
Maruti Suzuki Automotive 150.27 3.40
PI Industries Chemicals 136.43 3.08

Full Portfolio

Sector Allocation (Feb 28, 15)

Sector %

1-Year

HighLow

Banking/Finance 27.28 30.58 27.28
Engineering 12.73 13.51 10.08
Automotive 11.83 13.08 10.22
Technology 8.96 11.62 8.66
Pharmaceuticals 8.48 10.14 8.27
Chemicals 6.06 6.06 2.25

View All Sectors

Asset Allocation (%)(Feb 28, 15)

Equity 98.49
Others 0.00
Debt 0.03
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.48

View All

Concentration

Holdings (%)
Top 5 33.62
Top 10 51.26
Sector (%)
Top 3 51.84

News & Videos

News

Messages & Community

Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.