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Axis Long Term Equity Fund (G)

PLAN: Regular OPTIONS: Growth
28.303 0.21 (0.76%)

NAV as on 22 Dec, 2014

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 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 22 Dec, 2014)

Period Returns (%) Rank #
1 mth -0.2 25
3 mth 9.1 18
6 mth 26.6 6
1 year 64.9 7
2 year 38.7 2
3 year 36.4 3
5 year 23.1 1

# Moneycontrol Rank within 90 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 10.8 20.8 11.6 - -
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 -0.2 9.1 26.6 64.9 38.7 36.4 23.1
Category avg -0.9 6.0 17.5 46.0 22.6 14.0 6.9
Difference of Fund returns and Category returns 0.7 3.1 9.1 18.9 16.1 22.4 16.2
Best of category 3.5 13.3 36.6 82.6 39.0 38.7 23.1
Worst of category -3.0 -0.4 4.6 18.2 12.1 14.2 4.1
Benchmark returns # -2.0 2.8 11.8 35.9 19.4 21.8 10.3
Difference of Fund returns and Benchmark returns 1.8 6.3 14.8 29.0 19.3 14.6 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) 2,020.07 (Sep-30-2014)
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)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Tax Saver - Direct (G) Not Ranked
95.72 6.0 14.6 56.5 -- --
HDFC Tax Saver (G) Rank 4
4,525.59 5.9 14.4 55.7 27.1 15.3
SBI Magnum Tax Gain - Direct (G) Not Ranked
55.91 4.5 16.8 50.2 -- --
SBI Magnum Tax Gain (G) Rank 3
4,777.58 4.4 16.6 49.5 28.2 13.2
Reliance Tax Saver (ELSS) (G) Rank 1
2,940.63 6.7 25.0 81.3 38.7 20.6
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 28, 14)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 274.79 8.59
HDFC Bank Banking/Finance 274.79 8.59
Kotak Mahindra Banking/Finance 218.13 6.82
Kotak Mahindra Banking/Finance 218.13 6.82
Larsen Engineering 186.50 5.83
Larsen Engineering 186.50 5.83
TCS Technology 172.09 5.38
TCS Technology 172.09 5.38
HDFC Banking/Finance 139.71 4.37
HDFC Banking/Finance 139.71 4.37

Full Portfolio

Sector Allocation (Nov 28, 14)

Sector %

1-Year

HighLow

Banking/Finance 58.00 30.58 26.16
Automotive 24.32 13.08 10.22
Engineering 22.72 13.51 10.24
Technology 18.68 14.96 8.66
Pharmaceuticals 16.54 12.17 8.27
Cons Durable 11.06 6.44 4.76

View All Sectors

Asset Allocation (%)(Nov 28, 14)

Equity 97.77
Others 0.00
Debt 0.04
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.19

View All

Concentration

Holdings (%)
Top 5 36.65
Top 10 61.98
Sector (%)
Top 3 105.04

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