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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)

Plan: Direct | Option: Growth | Type : Open-Ended | AMFI Code: 120503

44.191 -0.28 ( -0.62 %)

NAV as on 20 Nov, 2018

Crisil MF Rank

Riskometer

MODERATELY HIGH

FUND Family

Axis Mutual Fund

FUND CLASS

ELSS

100

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Good performance in the category

The scheme is ranked 2 in ELSS category by Crisil (for quarter ended Sep 2018 ) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

View Top ranked funds in this category

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Benchmark Index
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1M | 3M | 6M | 1Y | 2Y | 3Y | 5Y

Returns (NAV as on Nov 20, 2018)

Period	Returns(%)	Rank#
1 Month	4.7	29
3 Months	-8.7	67
6 Months	-3.1	29
1 Year	4.3	2
2 Years	17.5	3
3 Years	12.2	22
5 Years	21.8	3

# Moneycontrol Rank within 116 ELSS Schemes

*Returns over 1 year are Annualised

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

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2018	-2.7	4.8	-2.4	-	-
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

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Performance

Fund returns v/s Category average (ELSS)

* Returns over 1 year are Annualised

	1mth(%)	3mth(%)	6mth(%)	1yr(%)	2yr(%)	3yr(%)	5yr(%)
Fund Returns	4.7	-8.7	-3.1	4.3	17.5	12.2	21.8
Category average	3.8	-8.7	-5.4	-5.3	9.5	7.3	10.2
Difference of Fund returns and Category returns	0.9	0	2.3	9.6	8	4.9	11.6
Best of Category	7.2	-3.8	2.2	5	20.4	15.4	22.8
Worst of Category	1.1	-16.5	-16.2	-18.7	4.8	5.4	10.7
Benchmark returns #	4.4	-8.4	-0.1	0.2	15.6	10.9	13.2
Difference of Fund returns and Benchmark returns	0.3	-0.3	-3	4.1	1.9	1.3	8.6

# Benchmark Index: S&P BSE 200

Investment Information

Investment Objective

To generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related securities.

Registrars

Fund Type:
Open-Ended
Investment Plan:
Growth
Launch Date:
Jan 01, 2013
Benchmark:
S&P BSE 200
Asset size (Rs Cr):
1176.21 ( Mar 31, 2018 )
Asset Date:
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
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
Email:
customerservice@axismf.com
Website:
http://www.axismf.com
Fax No.:
022 43255199

peer comparison

Fund	Assets(Rs Cr.)	Current NAV	3mth(%)	6mth(%)	1yr(%)	3yr(%)	5yr(%)
Axis Long Term Equity Fund - Regular Plan (G)	14,939.31	41.4	-8.9	-3.6	3.2	11.0	20.4
Axis Long Term Equity Fund - Direct Plan (G)	1,176.21	44.2	-8.7	-3.1	4.3	12.2	21.8
Reliance Tax Saver (ELSS) Fund (G)	9,729.27	54.6	-5.2	-4.3	-17.6	7.5	19.1
Reliance Tax Saver (ELSS) Fund - Direct Plan (G)	706.48	57.2	-5.0	-3.9	-16.8	8.4	20.1
HDFC Tax Saver - Direct Plan (G)	521.59	509.4	-7.3	-1.7	-8.7	9.9	15.7

View All Peer Comparison

*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Oct 31, 2018

Company	Sector	Value	%Assets
HDFC Bank	Banking/Finance	1,390.29	8.82
TCS	Technology	1,452.93	8.44
Kotak Mahindra	Banking/Finance	1,085.16	6.59
Bajaj Finance	Banking/Finance	797.40	6.09
Pidilite Ind	Chemicals	1,003.65	5.64
HDFC	Banking/Finance	929.29	4.84
Maruti Suzuki	Automotive	730.10	4.82
GRUH Finance	Banking/Finance	794.18	4.43
Avenue Supermar	Retail & Real Estate	639.68	3.91
Sun Pharma	Pharmaceuticals	644.48	3.88