59.3361
79.7411
1
1 Lakh
Investment Grown to₹ 10000
Monthly SIP Grown toSuitability:
"When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. In addition, there is a tax benefit. Under Section 80C of the Indian income tax laws, investments of up to Rs 1.5 lakh in a financial year in eligible securities such as this fund are exempt from tax.
But be prepared for ups and downs in your investment value along the way. Also note that you cannot withdraw your money from this fund before completing three years from the date of investment.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other ELSS, if you need to redeem your investment in less than five years.
Taxability of earnings:
Capital gains
Dividends
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| YTD | 1-Day | 1-W | 1-M | 3-M | 6-M | 1-Y | 3-Y | 5-Y | 7-Y | 10-Y | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Axis Long Term Equity-G | -17.99 | 1.51 | 2.14 | -10.38 | -11.32 | -21.20 | -2.69 | 10.36 | 11.24 | 10.08 | 17.49 |
| S&P BSE 500 TRI | -6.66 | 2.54 | 3.16 | -6.24 | -5.11 | -8.54 | 10.52 | 14.52 | 12.52 | 11.91 | 15.03 |
| Equity: ELSS | -8.92 | 2.33 | 2.82 | -6.49 | -6.51 | -10.73 | 8.09 | 13.05 | 10.50 | 10.48 | 15.16 |
| Rank within category | 36 | 36 | 33 | 36 | 36 | 36 | 35 | 27 | 12 | 15 | 3 |
| Number of funds in category | 36 | 36 | 36 | 36 | 36 | 36 | 36 | 34 | 32 | 28 | 26 |
As on 20-May-2022
| Fund name | Rating | Launch Date | 1-Year Return | 3-Year Return | 5-Year Return | Expense Ratio | Assets (Cr) |
|---|---|---|---|---|---|---|---|
| Axis Long Term Equity Fund | |
Dec-09 | -2.69 | 10.36 | 11.24 | 1.68% | 31,656 |
| Mirae Asset Tax Saver Fund - Regular Plan | Invest Online |  |
Dec-15 | 8.49 | 17.48 | 15.06 | 1.64% | 11,963 |
| DSP Tax Saver Fund | Invest Online | |
Jan-07 | 8.50 | 15.78 | 12.03 | 1.92% | 9,811 |
| IDFC Tax Advantage (ELSS) Fund - Regular Plan | Invest Online | |
Dec-08 | 12.83 | 17.41 | 13.44 | 1.96% | 3,742 |
| Canara Robeco Equity Tax Saver Fund - Regular Plan | Invest Online | |
Mar-93 | 7.21 | 16.73 | 14.15 | 2.05% | 3,629 |
| Best Performance | Worst Performance | |||
|---|---|---|---|---|
| Return (%) | Period | Return (%) | Period | |
| Week | 9.40 | 19-Sep-2019 - 26-Sep-2019 | -17.92 | 16-Mar-2020 - 23-Mar-2020 |
| Month | 15.82 | 23-Mar-2020 - 22-Apr-2020 | -32.92 | 20-Feb-2020 - 23-Mar-2020 |
| Quarter | 31.81 | 24-Sep-2020 - 24-Dec-2020 | -29.76 | 23-Dec-2019 - 23-Mar-2020 |
| Year | 86.83 | 03-Sep-2013 - 03-Sep-2014 | -19.01 | 22-Mar-2019 - 23-Mar-2020 |
| Mean | Std Dev | Sharpe | Sortino | Beta | Alpha | |
|---|---|---|---|---|---|---|
| Axis Long Term Equity-G | 16.11 | 20.51 | 0.61 | 0.72 | 0.88 | -0.32 |
| S&P BSE 500 TRI | 18.19 | 21.83 | 0.67 | 0.73 | -- | -- |
| Equity: ELSS | 16.76 | 21.35 | 0.62 | 0.65 | 0.95 | -0.66 |
| Rank within category | 18 | 9 | 15 | 10 | 7 | 14 |
| Number of funds in category | 34 | 34 | 34 | 34 | 34 | 34 |
The Risk Measures have been calculated using calendar month returns for the last three years.
As on 30-Apr-2022
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| Number of Stocks | 40 |
| Top 10 Stocks (%) | 63.18 |
| Top 5 Stocks (%) | 39.05 |
| Top 3 Sectors (%) | 59.83 |
| Portfolio P/B Ratio | 5.89 |
| Portfolio P/E Ratio | 27.24 |
| Fund | Category | |
|---|---|---|
| Average Mkt Cap (Rs Cr) | 1,48,845 | 1,35,974 |
| Giant (%) | 52.29 | 52.12 |
| Large (%) | 28.73 | 17.19 |
| Mid (%) | 16.93 | 24.36 |
| Small (%) | 2.06 | 6.67 |
| Tiny (%) | -- | 0.23 |
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Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on 30-Apr-2022
— Jinesh Gopani since 01-Apr-2011
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.
Interviews:
Funds Managed:
The scheme aims to generate regular long term capital growth from a diversified portfolio of equity and equity related securities. The Scheme Will invest in companies with strong growth & a sustainable business model.
| Min. Investment (₹) | 500 |
| Min. Addl Investment (₹) | 500 |
| Min. SIP Investment (₹) | 500 |
| Min. No of Cheques | 6 |
| Min. Withdrawal (₹) | 500 |
| Min. Balance (₹) | 1 |
| Lock-in Period | 3 Years |
| Exit Load | 0 |
| Fund House: | Axis Mutual Fund |
| Launch Date: | 29-Dec-2009 |
| Return Since Launch: | 15.65% |
| Benchmark: | NIFTY 500 TRI |
| Riskometer: | Very High |
| Type: | Open-ended |
| Assets: | ₹ 31,656 Cr (As on 30-Apr-2022) |
| Expense: | 1.68% (As on 30-Apr-2022) |
| Risk Grade: | Below Average |
| Return Grade: | Above Average |
| Turnover: | 24.00% |
| Plan | Record Date | Dividend (₹ / Unit) | |||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IDCW | 25-Feb-2022 | 2.3000 | |||||||||||||||||||||||||||||||||||||||||
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AMC: Axis Asset Management Company Ltd.
Address: "Axis House" - 1st Floor, C-2 - Wadia International Centre, Pandurang Budhkar Marg , Worli, Mumbai - 400025
Phone: 022-24255161
Fax: 022-43255199
Website: http://www.axismf.com
Registrar & Transfer Agent: KFin Technologies Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad - 500016
Phone: 040-44857874
Email: [email protected]
Website: www.karvymfs.com
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Friday, 27-May-2022
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