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Axis Long Term Equity Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
45.590 0.24 (0.53%)

NAV as on 18 May, 2018

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Axis Mutual Fund FUND CLASS : ELSS
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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in ELSS category by Crisil (for quarter ended Dec 2017) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on 18 May, 2018)

Period Returns (%) Rank #
1 mth 0.5 6
3 mth 6.2 1
6 mth 8.0 2
1 year 20.7 6
2 year 20.5 32
3 year 12.9 37
5 year 23.8 1

# Moneycontrol Rank within 121 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 13.6 5.6 5.6 7.8 38.7
2016 -4.9 8.3 5.3 -9.6 -0.1
2015 8.0 -2.1 -0.9 0.2 7.3
2014 11.2 21.4 12.0 11.4 68.5
2013 -5.5 4.9 -1.5 16.5 16.0

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

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 0.5 6.2 8.0 20.7 20.5 12.9 23.8
Category avg -1.1 -0.2 0.6 9.6 15.9 9.2 11.8
Difference of Fund returns and Category returns 1.6 6.4 7.4 11.1 4.6 3.7 12.0
Best of category 1.2 6.2 8.0 29.2 28.3 20.8 23.8
Worst of category -6.7 -11.0 -13.9 -4.1 11.4 3.5 7.8
Benchmark returns # -0.7 1.3 1.2 11.7 17.4 9.4 13.1
Difference of Fund returns and Benchmark returns 1.2 4.9 6.8 9.0 3.1 3.5 10.7
Axis Long Term Equity Fund - Direct Plan (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 01, 2013
Benchmark S&P BSE 200
Asset Size (Rs cr) 1,176.21 (Mar-31-2018)
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 (%)
Axis Long Term Equity Fund (G) Rank 4
14,939.31 5.9 7.5 19.4 11.6 22.4
Axis Long Term Equity - Direct (G) Rank 3
1,176.21 6.2 8.0 20.7 12.9 23.8
Reliance Tax Saver (ELSS) (G) Rank 3
9,729.27 -11.0 -13.9 -0.1 6.5 18.5
Reliance Tax Saver(ELSS)-Direct (G) Rank 3
706.48 -10.8 -13.5 0.9 7.4 19.4
HDFC Tax Saver - Direct (G) Rank 4
521.59 -5.2 -6.7 3.4 8.9 16.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 18)

Equity Sector Value
(Rs cr)
Asset %
TCS Technology 1,331.02 7.71
Kotak Mahindra Banking/Finance 1,229.90 7.12
HDFC Bank Banking/Finance 1,201.56 6.96
HDFC Banking/Finance 1,147.31 6.65
Pidilite Ind Chemicals 1,120.70 6.49
Bajaj Finance Banking/Finance 836.09 4.84
Maruti Suzuki Automotive 817.46 4.74
GRUH Finance Banking/Finance 815.20 4.72
Motherson Sumi Automotive 649.28 3.76
Avenue Supermar Retail & Real Estate 642.21 3.72

Full Portfolio

Sector Allocation (Apr 30, 18)

Sector %

1-Year

HighLow

Banking/Finance 36.00 33.91 33.91
Automotive 15.53 15.98 15.98
Chemicals 8.15 7.74 7.74
Technology 7.71 5.45 5.45
Cons Durable 5.49 6.49 6.49
Pharmaceuticals 4.65 5.74 5.74

View All Sectors

Asset Allocation (%)(Apr 30, 18)

Equity 95.73
Others 0.00
Debt 0.85
Mutual Funds N.A
Money Market 2.59
Cash / Call 0.83

View All

Concentration

Holdings (%)
Top 5 34.93
Top 10 56.71
Sector (%)
Top 3 59.68

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