Moneycontrol Be a Pro
Get App
you are here:

Axis Long Term Equity Fund - Growth

  • Regular
  • Direct
Category : ELSS
Fund House : Axis Mutual Fund
(Min ₹500 for SIP, ₹500 for one time investment)
  • Latest (Updated on 30th Sep 2019)
    Crisil Rank
  • (Updated on 30th Jun 2019)
    Crisil Rank
  • (Updated on 31st Mar 2019)
    Crisil Rank
  • (Updated on 31st Dec 2018)
    Crisil Rank
  • (Updated on 30th Sep 2018)
    Crisil Rank
Should you invest in this fund? - Fund has improved its performance compared to similar funds in the ELSS. Existing investors can continue their SIPs/investments. Other investors can also start a fresh investments in this fund.

Returns (NAV as on 10th December, 2019)

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

SIP Returns (NAV as on 10th December, 2019)

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 %

Compare performance

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%

Best Quarters

Period This Fund Nifty 50 S&P BSE 200 TRI Category Average
Q2 - 2014 19.98% 13.25% 16.34% 21.63%
Q1 - 2017 13.58% 12.16% 13.44% 14.22%
Q1 - 2017 13.58% 12.16% 13.44% 14.22%

Worst Quarters

Period This Fund Nifty 50 S&P BSE 200 TRI Category Average
Q4 - 2016 -8.07% -6.39% -7.03% -6.02%
Q1 - 2016 -4.66% -2.82% -3.88% -5.02%
Q4 - 2016 -8.07% -6.39% -7.03% -6.02%

Forum

View More