- Moneycontrol /
- Mutual Funds /
- ELSS /
- Axis Mutual Fund /
- Axis Long Term Equity Fund - Regular Plan (G)
| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 03-Dec-19 | 9854.60 | -1.45% | - | -1.50% | 35/67 |
| 1 Month | 08-Nov-19 | 9750.40 | -2.50% | - | -1.22% | 58/67 |
| 3 Month | 09-Sep-19 | 10754.10 | 7.54% | - | 6.86% | 34/66 |
| 6 Month | 10-Jun-19 | 10329.90 | 3.30% | - | -1.77% | 9/65 |
| YTD | 01-Jan-19 | 11070.20 | 10.70% | - | -0.80% | 4/65 |
| 1 Year | 10-Dec-18 | 11558.60 | 15.59% | 15.59% | 8.35% | 11/64 |
| 2 Year | 08-Dec-17 | 11775.30 | 17.75% | 8.49% | -1.25% | 1/54 |
| 3 Year | 09-Dec-16 | 15331.20 | 53.31% | 15.29% | 9.62% | 3/47 |
| 5 Year | 10-Dec-14 | 16874.50 | 68.75% | 11.03% | 8.09% | 4/34 |
| Since Inception | 29-Dec-09 | 47569.80 | 375.70% | 16.96% | 9.31% | 11/62 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 10-Dec-18 | 12000 | 12995.8 | 8.3 % | 15.7 % |
| 2 Year | 08-Dec-17 | 24000 | 26506.85 | 10.45 % | 9.86 % |
| 3 Year | 09-Dec-16 | 36000 | 42603.44 | 18.34 % | 11.24 % |
| 5 Year | 10-Dec-14 | 60000 | 80003.55 | 33.34 % | 11.45 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | -0.64% | -2.50% | 7.54% | 3.30% | 8.70% | 15.59% | 8.49% | 15.29% | 11.03% |
| Nifty 50 | -0.68% | -0.43% | 7.76% | -0.55% | 2.00% | 13.05% | 7.45% | 12.78% | 7.25% |
| Benchmark: S&P BSE 200 TRI | -0.78% | -0.84% | 7.49% | 0.00% | 1.55% | 12.11% | 5.54% | 12.83% | 8.87% |
| Category Average | -0.74% | -1.22% | 6.86% | -1.77% | -0.80% | 8.35% | -1.25% | 9.62% | 8.09% |
| Category Rank | 29/67 | 58/67 | 34/66 | 9/65 | 4/65 | 11/64 | 1/54 | 3/47 | 4/34 |
| Best in Category | -0.24% | 1.53% | 12.52% | 6.89% | 13.47% | 25.67% | 8.49% | 16.31% | 12.30% |
| Worst in Category | -1.56% | -5.42% | -1.24% | -16.74% | -20.47% | -11.72% | -20.97% | -4.91% | 2.28% |
Stop doing marketing here. We all know this gyan. Help freely if you can on the concern raised by investor View more | 2
Posted by : mohantybiplab
Dear Investors, Key Things for Investment, 1) Start Early and give your investment time to grow. 2) Don`t monitor your funds on daily basis as investment are not for short term. 3) Trust in your financial advisor and investment made. Don`t ...  View more | 2
Posted by : InvestmentPlanner
Hello LSVK , if you say the retirement goals, i assume that it is long term ie 10- 15 years from now. For such a period, small cap normally do better, but you can shift to some other performing fund as the portfolio of this fund is not look...  View more | 11
Posted by : InvestmentPlanner
Is there any way out ? Can we get AMC mail ID ? Also whether they reply to our querry? View more | 11
Posted by : tapas61
What is the present scenario of UTI Short Term Income Fund - Institutional - Growth, Any further development due to down grade of Dewan Housing. Pl suggest whether they can revive View more
Posted by : tapas61
All, I just had a call with Ms Kartikeya who was the spokes person for Franklin India Low duration fund. That is what she explained. Essel group defaulted their loan by 2-3 days and this fund has 4% exposure with this group. On a safer side...  View more
Posted by : mohantybiplab
