Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | -5.1 | 37 |
| 3 mth | -1.9 | 7 |
| 6 mth | 3.5 | 15 |
| 1 year | -0.5 | 5 |
| 2 year | 7.2 | 2 |
| 3 year | - | - |
| 5 year | - | - |
# Moneycontrol Rank within 51 ELSS Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2012 | 13.2 | - | - | - | - |
| 2011 | -4.9 | 3.7 | -6.9 | -6.2 | -15.2 |
| 2010 | 8.4 | 3.9 | 4.0 | 0.4 | 19.1 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (ELSS)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | -5.1 | -1.9 | 3.5 | -0.5 | 7.2 | -- | -- |
| Category avg | -4.6 | -4.1 | 2.3 | -6.7 | -0.1 | 8.5 | 2.2 |
| Difference of Fund returns and Category returns | -0.5 | 2.2 | 1.2 | 6.2 | 7.3 | -- | -- |
| Best of category | -2.5 | 4.4 | 15.6 | 3.4 | 9.3 | 17.1 | 11.6 |
| Worst of category | -9.5 | -9.1 | -3.4 | -22.1 | -12.8 | -0.7 | -6.4 |
| Benchmark returns # | -4.5 | -7.2 | 3.0 | -10.6 | -2.6 | 5.3 | 2.9 |
| Difference of Fund returns and Benchmark returns | -0.6 | 5.3 | 0.5 | 10.1 | 9.8 | -- | -- |
Investment Objective
To generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related securities.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Dividend |
| Launch date | Dec 21, 2009 |
| Benchmark | BSE-200 |
| Asset Size (Rs cr) | 162.58 (Mar-31-2012) |
| Minimum Investment | Rs.500 |
| Last Dividend | Rs.1.00 (Sep-01-2010) View Dividend History |
| Bonus | N.A. |
| Fund Manager | Chandresh Nigam / Jinesh Gopani View performance of schemes managed by the Fund Manager |
| Notes | Axis Tax Saver Fund has been renamed as Axis Long Term Equity Fun with effect from September 2, 2011 |
| Entry Load | N.A |
|---|---|
| Exit Load | 0.00% |
| Load Comments | N.A. |
| Regd. Office | 11th Floor, Nariman Bhavan, Vinay K. Shah Marg, Nariman Point, Mumbai, 400021 |
|---|---|
| Tel. No. | 022 - 39403300 |
| Fax No. | 022 - 22040130 |
| customerservice@axismf.com | |
| Website | http://www.axismf.com |
| ELSS | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| Fidelity Tax Advantage (G) | Rank 1 |
1,167.14 | -4.7 | 1.5 | -7.1 | 14.5 | 7.6 |
| Franklin India Tax Shield (G) | Rank 1 |
812.36 | -4.4 | 1.7 | -2.8 | 14.3 | 8.3 |
| DSP-BRTax Saver Fund (G) | Rank 3 |
724.44 | -2.4 | 6.2 | -7.1 | 11.8 | 6.6 |
| Kotak Tax Saver (G) | Rank 3 |
433.14 | -4.2 | 2.9 | -8.0 | 8.1 | 0.4 |
| HSBC Tax Saver Equity Fund (G) | Rank 3 |
205.59 | -3.5 | 3.6 | -5.9 | 9.7 | 4.5 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| HDFC | Banking/Finance | - | 4.89 |
| Kotak Mahindra | Banking/Finance | - | 4.84 |
| HDFC Bank | Banking/Finance | - | 4.48 |
| ITC | Tobacco | - | 4.16 |
| TCS | Technology | - | 4.06 |
| Larsen | Engineering | - | 3.84 |
| Maruti Suzuki | Automotive | - | 3.76 |
| Divis Labs | Pharmaceuticals | - | 3.74 |
| TTK Prestige | Cons Durable | - | 3.38 |
| ICICI Bank | Banking/Finance | - | 3.09 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 22.60 | 23.47 | 21.22 |
| Engineering | 12.62 | 12.62 | 8.16 |
| Automotive | 12.25 | 12.25 | 4.95 |
| Technology | 9.31 | 10.34 | 7.05 |
| Pharmaceuticals | 7.83 | 8.66 | 6.66 |
| Cons Durable | 5.02 | 5.86 | 1.69 |
| Equity | 96.40 |
| Others | 0.05 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 3.58 |
| Holdings | (%) |
|---|---|
| Top 5 | 22.43 |
| Top 10 | 40.24 |
| Sector | (%) |
|---|---|
| Top 3 | 47.47 |
See deep value in market; buy high quality stocks: Axis AMC
May 17, 2012 at 13:08 | Source:
Oct 25, 2011
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Oct 25, 2011
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