Axis Long Term Equity Direct Plan Growth-1.38%

5Groww
-4.22%
1 Year Return
Equity
ELSS
5.0 star
6M
1Y
3Y
5Y
All

Fund Details

Axis Long Term Equity Direct Plan Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.93%
NAV48.50 (09 Jul 2019)
Fund Started01 Jan 2013
Fund Size19,236 Cr

Fund Overview

Quick overview of Axis Long Term Equity Direct Plan Growth

Returns

1Y
3Y*
5Y*
Since inception*
Axis Long Term Equity Direct Plan Growth
-4.2%
10.7%
12.9%
18.6%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -4.2% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. Lower expense ratio
    3. 1Y Returns are higher than the benchmark
    4. 5Y Returns are higher than the benchmark
    5. Exit load is zero
    Cons
    1. Asset under management(AUM) is more than 10000 Crs. Returns tend to go low once AUM exceeds a certain amount
    2. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity8.7%
    Tata Consultancy Services Ltd.TechnologyEquity7.9%
    Kotak Mahindra Bank Ltd.FinancialEquity6.6%
    Bajaj Finance Ltd.FinancialEquity6.3%
    Pidilite Industries Ltd.ChemicalsEquity6.3%
    Housing Development Finance Corpn. Ltd.FinancialEquity5.4%
    Maruti Suzuki India Ltd.AutomobileEquity5.3%
    Avenue Supermarts Ltd.ServicesEquity4.5%
    Gruh Finance Ltd.FinancialEquity4.3%
    Bandhan Bank Ltd.FinancialEquity3.9%
    See All

    Fund Managers

    addJinesh Gopani
    Education
    Mr. Gopani is a B. Com (H) and MMS from Bharati Vidyapeeth Institute of Management Studies and Research.
    Experience
    Prior to joining Axis AMC he has worked with Birla Sun Life AMC, Voyager India Capital Pvt. Ltd., Emkay Shares & Stock Brokers Limited and Net worth Stock Broking Limited.
    Funds Managed

    Other Details

    Axis Long Term Equity Direct Plan Growth is a Equity Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Jinesh Gopani is the Current Fund Manager of Axis Long Term Equity Direct Plan Growth.The fund currently has an Asset Under Management(AUM) of ₹19,236 Cr and the Latest NAV as of 09 Jul 2019 is ₹48.50.

    The Axis Long Term Equity Direct Plan Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 500. 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. Howerver, there can be no assurance that the investment of the scheme will be achieved.

    Tax Implications

    Scheme Information Document(SID)

    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    Nil
    Exit Load

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    About Axis Mutual Fund

    Address
    Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai 400025
    Phone
    022-43255161
    Launch Date
    04 Sep 2009
    Axis Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    Karvy
    Address
    NA
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