Axis Long Term Equity Fund - Direct Plan - Growth Option

Fund Returns

NAV Rs. 52.18 0.07 %
(as on Dec. 4, 2019)
1 yr Return 14.43 %
3 yr. Return 17.42 %
5 yr. Return 12.24 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 52.18 0.07 %
(as on Dec. 4, 2019)
14.43 % 17.42 % 12.24 %

NAV Movement

1 Month 3 Months 6 Months 1 Year 3 Years 5 Years 10 Years

Calculate SIP Growth

SIP Start Date

SIP End Date

Scheme Details

Launch Date Nov. 14, 2018
Fund Size Rs. 21492.33 cr.
Category Equity | Tax Savings
Fund Manager Jinesh Gopani
AMC Axis Asset Management Company Ltd.
Fund Benchmark S&P BSE 200 Index
Risk Profile Aggressive
Risk Rating 8 / 10

Investment Information

Min. Investment Rs. 500.00
Min. Investment SIP Rs. 0.00
Expense Ratio 0.92 %
Exit load Nil

Investment Objective

The investment objective of the scheme is to generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related securities

Performance

1M 3M 6M 1Y 3Y 5Y
Fund -1.93 11.13 3.72 14.43 17.42 12.24
Rank Within Category 5 13 None 42 16 12

AMC Contact Information

AMC Axis Asset Management Company Ltd.
Address Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli,, Mumbai - 400 025
Email customerservice@axismf.com
Website https://www.axismf.com/

Scheme Details

Launch Date Nov. 14, 2018 Fund Size Rs. 21492.33 cr.
Category Equity | Tax Savings Fund Manager Jinesh Gopani
AMC Axis Asset Management Company Ltd. Fund Benchmark S&P BSE 200 Index
Risk Profile Aggressive Risk Rating 8 / 10

Investment Information

Min. Investment Min. Investment SIP Expense Ratio Exit Load
Rs. 500.00 Rs. 0.00 0.92 % Nil

Investment Objective

The investment objective of the scheme is to generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related securities

Performance

1M 3M 6M 1Y 3Y 5Y
Fund -1.93 11.13 3.72 14.43 17.42 12.24
Rank Within Category 5 13 None 42 16 12

Peer Funds

Fund Return 1Y (%) Return 3Y (%) Return 5Y (%) AUM(cr.)
Axis Long Term Equity Fund - Direct Plan - Growth Option 14.43 17.42 12.24 21,492.33
Tata India Consumer Fund-Direct Plan-Growth 2.56 22.87 - 1,279.84
SBI Banking & Financial Services Fund - Direct Plan - Growth 25.75 21.68 - 1,196.05
Tata Banking And Financial Services Fund-Direct Plan-Growth 27.31 21.33 - 371.97
Axis Bluechip Fund - Direct Plan - Growth 19.01 21.16 11.18 8,749.21
Invesco India Financial Services Fund - Direct Plan - Growth 22.22 20.24 14.78 174.84

AMC Contact Information

AMC Axis Asset Management Company Ltd.
Address Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli,, Mumbai - 400 025
Email customerservice@axismf.com
Website https://www.axismf.com/