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SET SMS ALERT Very Good performance in the category
The scheme is ranked 1 in ELSS category by Crisil. If you are already invested in this scheme, you may continue to stay invested.
View Top ranked funds in this category
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | -4.2 | 12 |
| 3 mth | 3.7 | 3 |
| 6 mth | -0.2 | 2 |
| 1 year | 21.0 | 2 |
| 2 year | 10.8 | 1 |
| 3 year | 9.4 | 1 |
| 5 year | - | - |
# Moneycontrol Rank within 51 ELSS Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -5.1 | - | - | - | - |
| 2012 | 13.2 | 1.3 | 3.6 | 3.2 | 25.2 |
| 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 | -4.2 | 3.7 | -0.2 | 21.0 | 10.8 | 9.4 | -- |
| Category avg | -5.0 | 0.5 | -5.3 | 12.7 | 3.9 | 2.1 | 4.3 |
| Difference of Fund returns and Category returns | 0.8 | 3.2 | 5.1 | 8.3 | 6.9 | 7.3 | -- |
| Best of category | -2.6 | 5.0 | 0.7 | 21.3 | 10.8 | 9.4 | 13.5 |
| Worst of category | -7.6 | -3.0 | -16.0 | -7.7 | -14.8 | -12.5 | -7.9 |
| Benchmark returns # | -5.8 | -0.8 | -3.3 | 14.3 | 3.6 | 1.8 | 4.1 |
| Difference of Fund returns and Benchmark returns | 1.6 | 4.5 | 3.1 | 6.7 | 7.2 | 7.6 | -- |
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 | S&P BSE 200 |
| Asset Size (Rs cr) | 477.54 (Mar-30-2013) |
| Minimum Investment | Rs.500 |
| Last Dividend | Rs.0.80 (Aug-07-2012) 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 |
| Entry Load | N.A |
|---|---|
| Exit Load | 0.00% |
| Load Comments | N.A. |
| 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 |
| customerservice@axismf.com | |
| Website | http://www.axismf.com |
| ELSS | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| HDFC Tax Saver (G) | Rank 4 |
3,490.65 | -1.8 | -7.0 | 7.6 | 1.5 | 9.8 |
| Reliance Tax Saver (ELSS) (G) | Rank 3 |
2,036.92 | 1.6 | -8.3 | 10.0 | 4.6 | 10.5 |
| Birla SL Tax Relief 96 (G) | Rank 5 |
703.13 | 2.3 | -4.7 | 17.3 | -0.4 | 5.2 |
| Birla SL Tax Relief 96 (D) | Not Ranked |
776.80 | 2.2 | -8.3 | 12.9 | -3.3 | 3.3 |
| UTI Master Equity Plan (US) | Not Ranked |
1,261.75 | 1.2 | -2.5 | 14.9 | 3.9 | 6.9 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| HDFC | Banking/Finance | - | 6.22 |
| Kotak Mahindra | Banking/Finance | - | 5.96 |
| TCS | Technology | - | 5.04 |
| TTK Prestige | Cons Durable | - | 4.77 |
| ITC | Tobacco | - | 4.65 |
| HDFC Bank | Banking/Finance | - | 4.55 |
| Larsen | Engineering | - | 4.27 |
| ICICI Bank | Banking/Finance | - | 3.99 |
| Sun Pharma | Pharmaceuticals | - | 3.74 |
| Maruti Suzuki | Automotive | - | 3.65 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 29.62 | 29.62 | 23.98 |
| Automotive | 12.34 | 13.37 | 10.18 |
| Technology | 11.28 | 11.50 | 7.65 |
| Pharmaceuticals | 10.73 | 10.73 | 8.46 |
| Engineering | 8.11 | 14.35 | 8.11 |
| Cons Durable | 6.71 | 6.97 | 4.21 |
| Equity | 96.65 |
| Others | 0.92 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 2.46 |
| Holdings | (%) |
|---|---|
| Top 5 | 26.64 |
| Top 10 | 46.84 |
| Sector | (%) |
|---|---|
| Top 3 | 53.24 |
Axis Mutual Fund appoints Chandresh Nigam as MD & CEO
Axis Mutual Fund appoints Chandresh Nigam as MD & CEO
Apr 30, 2013 at 10:53 | Source: Moneycontrol.com
Inflation indexed bonds: Will it find buyers?
Rajiv Anand, MD & CEO, Axis AMC feels inflation indexed bond is a good idea to attract retail inves ...
Apr 11, 2013 at 15:56 | Source: CNBC-TV18
AMCs revise exit loads on schemes to avoid quick sell-offs
Looking to discourage investors from quick sell-offs, fund houses have begun revising upwards their ...
Oct 15, 2012 at 10:36 | Source: PTI
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
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