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| Period | Returns(%) | Rank# |
|---|---|---|
| 1 Month | -1.9 | 2 |
| 3 Months | -0.5 | 19 |
| 6 Months | -9.1 | 44 |
| 1 Year | 1.4 | 2 |
| 2 Years | 13.5 | 2 |
| 3 Years | 14.7 | 27 |
| 5 Years | 20.7 | 1 |
# Moneycontrol Rank within 116 ELSS Schemes
*Returns over 1 year are Annualised
* Calculation Remark - Dividends are reinvested at the rate of return
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2018 | -2.7 | 4.8 | -2.4 | 3.4 | 4.3 |
| 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 |
View where it stands within its peers
Return Calculator SIP Calculator| 1mth(%) | 3mth(%) | 6mth(%) | 1yr(%) | 2yr(%) | 3yr(%) | 5yr(%) | |
|---|---|---|---|---|---|---|---|
| Fund Returns | -1.9 | -0.5 | -9.1 | 1.4 | 13.5 | 14.7 | 20.7 |
| Category average | -4.7 | -2.8 | -10 | -9 | 6.8 | 13.5 | 15.9 |
| Difference of Fund returns and Category returns | 2.8 | 2.3 | 0.9 | 10.4 | 6.7 | 1.2 | 4.8 |
| Best of Category | -1.8 | 0.7 | -4.4 | 1.9 | 14.9 | 23.1 | 20.7 |
| Worst of Category | -9.5 | -8.5 | -19.6 | -23.4 | -2.5 | 6.9 | 10.5 |
| Benchmark returns # | -3.8 | -2.7 | -10 | -1.5 | 7.7 | 13.9 | 12.9 |
| Difference of Fund returns and Benchmark returns | 1.9 | 2.2 | 0.9 | 2.9 | 5.8 | 0.8 | 7.8 |
To generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related securities.
Open-Ended
Growth
Jan 01, 2013
S&P BSE 200
1542.7 ( Dec 31, 2018 )
Dec 31, 2018
Rs.500
N.A.
Jinesh Gopani
View performance of schemes managed by the Fund Manager
N.A.
N.A
0
N.A.
Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai, 400025
022 - 43255161
022 43255199
| Fund | Crisil Rank | Assets(Rs Cr.) | Current NAV | 3mth(%) | 6mth(%) | 1yr(%) | 3yr(%) | 5yr(%) |
|---|---|---|---|---|---|---|---|---|
| Axis Long Term Equity Fund - Regular Plan (G) | 15,430.60 | 40.9 | -0.7 | -9.6 | 0.4 | 13.5 | 19.3 | |
| Axis Long Term Equity Fund - Direct Plan (G) | 1,542.70 | 43.8 | -0.5 | -9.1 | 1.4 | 14.7 | 20.7 | |
| Reliance Tax Saver (ELSS) Fund (G) | 8,946.75 | 49.6 | -8.5 | -12.9 | -23.4 | 7.8 | 15.8 | |
| Aditya Birla Sun Life Tax Relief '96 - Direct Plan (G) | 827.71 | 31.3 | -0.6 | -8.7 | -4.1 | 15.8 | 20.3 | |
| Aditya Birla Sun Life Tax Relief '96 (G) | 5,890.87 | 29.6 | -0.8 | -9.2 | -5.1 | 14.6 | 19.2 |
| Company | Sector | Value | %Assets |
|---|---|---|---|
| TCS | Technology | 1,387.10 | 9.08 |
| HDFC Bank | Banking/Finance | 1,551.48 | 8.12 |
| Pidilite Ind | Chemicals | 1,220.26 | 7.38 |
| Bajaj Finance | Banking/Finance | 1,217.61 | 7.14 |
| Kotak Mahindra | Banking/Finance | 1,260.85 | 7.12 |
| HDFC | Banking/Finance | 893.32 | 5.23 |
| Maruti Suzuki | Automotive | 871.53 | 5.10 |
| Avenue Supermar | Retail & Real Estate | 722.97 | 4.23 |
| Torrent Power | Utilities | 662.46 | 3.88 |
| TTK Prestige | Cons Durable | 647.58 | 3.79 |
| Equity | 94.74 |
| Others | 0.00 |
| Debt | 0.15 |
| Mutual Funds | 0.00 |
| Money Market | 0.00 |
| Cash / Call | 5.11 |
| Sector | % |
|---|---|
| Banking/Finance | 38.01 |
| Automotive | 12.70 |
| Technology | 9.08 |
| Chemicals | 7.38 |
| Cons Durable | 5.52 |
| Miscellaneous | 4.97 |
| Holdings | % |
|---|---|
| Top 5 | 38.84 |
| Top 10 | 94.74 |
| Sectors | % |
|---|---|
| Top 3 |
| Add a comment...
Investment should be safe and returns after five years should be around 25% min. or more. See more
Posted by : vishav vijay
Honestly it is really annoying to give a reason everytime you buy a stock or a mutual fund. This should be optional! See more
Posted by : BABZZZ
the fund is too attractive to buy at the moment with lump sum amount. See more
Posted by : shivam_5234
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