Axis Long Term Equity Fund Regular Plan Growth | Pros & Cons NAV(61.46)

Axis Long Term Equity Fund Regular Plan Growth

Equity: ELSS

Fund Information

Objective

To generate income and long term capital appreciation by investing in a diversified portfolio predominantly consisting of equity and equity related securities.

Very High Risk

Equity: ELSS

Category

Nifty 200

Benchmark

2009-12-29

Launched On

Type

500

Min SIP

500

Min Investment

34235

AUM in Crores

1.51

Expense Ratio

--

Exit Load

Axis Asset Management Company Ltd.

Fund House

Jinesh Gopani

Fund Managers

Axis Long Term Equity Fund Regular Plan Pros & Cons

Pros

  • Axis Long Term Equity Fund Regular Plan Growth has over performed index in 2014-2017, 2015-2018, 2016-2019, 2017-2020 years

Cons

  • Higher Expense Ratio
  • Assets under Management is 15000, fund might under perform index in the coming years
  • Axis Long Term Equity Fund Regular Plan Growth is ranking 23rd in last 5 years

Average Returns

Fund Name1Y (%)3Y (%)5Y (%)7Y (%)10Y (%)15Y (%)
Axis Long Term Equity Fund Regular Plan Growth 
9.3918.6315.5411.9318.13
Nifty 200
16.9519.415.0811.6713.7811.43

Axis Long Term Equity Fund Regular Plan Rolling Returns

Fund Name3 Year (%)5 Year (%)
AverageMaxMinAverageMaxMin
Axis Long Term Equity Fund Regular Plan Growth 
17.8138.290.618.4427.92.1
Nifty 200
13.5950.6-8.712.4826.37-1.27

Risk Parameters

Fund NameMeanStdSharpeBetaAlpha
Axis Long Term Equity Fund Regular Plan Growth 
19.3120.380.7150.912.7
Nifty 200
17.7921.730.601--
Risk Parameters are calculated for the last 3 years data.

Calender Year Returns

Performance

Best PerformanceWorst Performance
PeriodReturnsPeriodReturns
Week2020-04-03 - 2020-04-10
11.63
2020-03-16 - 2020-03-23
-17.92
Month2020-04-03 - 2020-05-03
17.72
2020-02-24 - 2020-03-24
-30.23
Quarter2020-10-15 - 2021-02-15
35.58
2019-12-04 - 2020-04-04
-24.94
Year2013-09-03 - 2014-09-03
86.83
2019-04-05 - 2020-04-05
-18.02

Portfolio

Stock NameSector% of Total Holdings
Bajaj Finance Ltd.Financials9.03
Tata Consultancy Services Ltd.Technology7.71
Avenue Supermarts Ltd.Retail and Other Services7.05
Kotak Mahindra Bank Ltd.Financials6.7
Info Edge (India) Ltd.Technology5.88
HDFC Bank Ltd.Financials5.7
Nestle India Ltd.FMCG5.36
Housing Development Finance Corporation Ltd.Financials5.22
Divi's Laboratories Ltd.Healthcare4.9
Pidilite Industries Ltd.Chemicals4.65
Maruti Suzuki India Ltd.Automobile and Ancillaries4.17
Motherson Sumi Systems Ltd.Automobile and Ancillaries4.15
Torrent Power Ltd.Energy3.96
Bajaj Finserv Ltd.Financials3.14
Shree Cement Ltd.Construction3.01
Cholamandalam Investment and Finance Company Ltd.Financials2.55
Sundaram Finance Ltd.Financials2.12
PI Industries Ltd.Chemicals2.07
Infosys Ltd.Technology2.01
Gland Pharma Ltd.Healthcare1.67
Astral Ltd.Consumer Durables1.67
Wipro Ltd.Technology1.53
TTK Prestige Ltd.Consumer Durables1.51
Endurance Technologies Ltd.Automobile and Ancillaries1.18
Symphony Ltd.Consumer Durables1.03
Coforge Ltd.Technology0.93
MAS Financial Services Ltd.Financials0.49
Cummins India Ltd.Automobile and Ancillaries0.18
Indiamart Intermesh Ltd.Retail and Other Services0.14
TTK Healthcare Ltd.Healthcare0.08
Bajaj FinanceFinancial10.25
Avenue SupermartsServices8.58
Tata Consultancy ServicesTechnology8.18
Info Edge (India)Services7.93
HDFCFinancial5.27
Divi's LaboratoriesHealthcare5.07
Nestle IndiaFMCG4.9
HDFC BankFinancial4.87
Pidilite IndustriesChemicals4.69
Kotak Mahindra BankFinancial4.67
Bajaj FinservFinancial4.32
Torrent PowerEnergy3.98
Motherson Sumi SystemsAutomobile3.14
Shree CementConstruction2.84
PI IndustriesChemicals2.53
Cholamandalam Investment & Finance CompanyFinancial2.07
Gland PharmaHealthcare2.02
CoforgeTechnology1.85
Sundaram FinanceFinancial1.79
AstralChemicals1.66
WiproTechnology1.66
TTK PrestigeConsumer Durable1.33
Endurance TechnologiesAutomobile1.08
Bharti AirtelCommunication1.06
SymphonyConsumer Durable0.88

AUM Yearly

YearScheme Total AumCategory Total Aum
202128238.590.00
202027180.980.00
201921472.82102450.25

Axis Long Term Equity Fund Regular Plan Details

Axis Long Term Equity Fund Regular Plan Growth is a mutual fund scheme launched by Axis Asset Management Company Ltd..This fund has been launched on 2009-12-29. Axis Long Term Equity Fund Regular Plan Growth currently has 34235 crores of assets under management (AUM) and has an expense ratio of 1.51 which is higher than what most other Large Cap funds charge.


Axis Long Term Equity Fund Regular Plan Growth has given returns of 9.39% in the last 1 year and 18.63% in the last 3 years. And since launch the fund has given 15.9% returns.


This fund invests in companies which are fundamentally strong and having growth potential.


Min sip to invest in this fund is Rs.500 and lumpsum investment is Rs.500.

The top holdings of the fund are Bajaj Finance Ltd. , Tata Consultancy Services Ltd. , Avenue Supermarts Ltd. , Kotak Mahindra Bank Ltd. , Info Edge (India) Ltd.

Frquently Asked Questions

1. What is the NAV of Axis Long Term Equity Fund Regular Plan ?

The current Net Asset Value (NAV) of the Axis Long Term Equity Fund Regular Plan is 61.46

2. Axis Long Term Equity Fund Regular Plan Rolling Returns

The 3 year rolling returns of the Axis Long Term Equity Fund Regular Plan :

  • Mean : 17.81%
  • Max : 38.29%
  • Min : 0.6%

3. How do I invest in Axis Long Term Equity Fund Regular Plan ?

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Axis Long Term Equity Fund Regular Plan Growth



Investment Duration 3 years

Disclaimer

Please note that these calculators are for illustrations only and do not represent actual returns. Mutual Funds do not have a fixed rate of return and it is not possible to predict the rate of return.