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Axis Long Term Equity Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : ELSS
Fund House : Axis Mutual Fund
  • Latest (Updated on 31st Mar 2021)
    Crisil Rank
  • (Updated on 31st Dec 2020)
    Crisil Rank
  • (Updated on 30th Sep 2020)
    Crisil Rank
  • (Updated on 30th Jun 2020)
    Crisil Rank
  • (Updated on 31st Mar 2020)
    Crisil Rank
Should you invest in this fund? - Fund performance is deteriorating compared to similar funds in the ELSS. Existing investors can hold their investments. Fresh investments can be avoided.

Returns (NAV as on 18th June, 2021)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 11-Jun-21 9991.70 -0.08% - -1.07% 4/63
1 Month 18-May-21 10507.10 5.07% - 5.02% 29/63
3 Month 18-Mar-21 10893.50 8.94% - 11.95% 44/63
6 Month 18-Dec-20 11341.50 13.42% - 21.86% 58/63
YTD 01-Jan-21 11109.70 11.10% - 20.00% 59/63
1 Year 18-Jun-20 15625.50 56.26% 56.26% 67.41% 50/63
2 Year 18-Jun-19 14900.50 49.00% 22.03% 21.07% 20/61
3 Year 18-Jun-18 15628.20 56.28% 16.03% 13.31% 12/57
5 Year 17-Jun-16 22365.50 123.66% 17.45% 15.62% 11/42
Since Inception 02-Jan-13 48047.70 380.48% 20.38% 15.37% 8/57

SIP Returns (NAV as on 18th June, 2021)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 18-Jun-20 12000 15070.8 25.59 % 50.56 %
2 Year 18-Jun-19 24000 32921.86 37.17 % 33.67 %
3 Year 18-Jun-18 36000 51777.21 43.83 % 25.06 %
5 Year 17-Jun-16 60000 97560.07 62.6 % 19.52 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund -0.24% 5.07% 8.93% 13.41% 11.61% 56.26% 22.03% 16.03% 17.45%
Nifty 50 -0.05% 3.81% 7.73% 13.97% 12.17% 55.41% 15.80% 13.23% 13.91%
Benchmark: S&P BSE 200 TRI 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
Category Average -0.36% 5.02% 11.95% 21.86% 20.00% 67.41% 21.07% 13.31% 15.62%
Category Rank 21/63 29/63 44/63 58/63 59/63 50/63 20/61 12/57 11/42
Best in Category 0.58% 10.28% 27.23% 43.54% 41.29% 116.23% 46.01% 30.00% 24.69%
Worst in Category -1.06% 2.13% 4.84% 9.94% 7.41% 39.14% 10.82% 6.12% 9.06%

Best Quarters

Period This Fund Nifty 50 S&P BSE 200 TRI Category Average
Q4 - 2020 26.21% 22.46% 21.93% 13.27%
Q2 - 2020 16.80% 24.82% 25.06% 14.27%
Q1 - 2017 13.89% 12.16% 13.44% 9.71%

Worst Quarters

Period This Fund Nifty 50 S&P BSE 200 TRI Category Average
Q1 - 2018 -2.69% -2.14% -3.67% -7.21%
Q1 - 2020 -21.64% -29.43% -29.01% -26.08%
Q4 - 2016 -7.82% -6.39% -7.03% -1.75%

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