Axis Long Term Equity Fund Direct Plan Growth Option
Axis Long Term Equity Fund Direct Plan Growth Option

Axis Long Term Equity Fund Direct Plan Growth Option

Equity
Direct
Very High Risk
Elss (Tax Savings)

NAV: ₹ 67.1 as on 06-07-2022

INDmoney RANK
18
/29
among Elss (Tax Savings) Category
INDmoney Analysis
Performance
Funds scoring high on Performance parameter are consistent in generating returns, deliver high performance during bull run & have the ability to generate excess returns over benchmark.
34%
Risk Management
Funds scoring high on Risk Management parameter are less volatile, generate higher returns per unit of downside risk taken & generate returns without moving up and down frequently.
51%
Cost
Funds scoring high on Cost parameter have relatively lower expense ratio.
83%
About the Fund

Axis Long Term Equity Fund Direct Plan Growth Option is an equity fund. This fund was started on  1 January, 2013. The fund is managed by Jinesh Gopani. The fund could potentially beat inflation in the long-run.

Key parameters

1) Axis Long Term Equity Fund Direct Plan Growth Option has a NAV of 67.1482 as on 06-07-2022.

2) Axis Long Term Equity Fund Direct Plan Growth Option has 29584 Cr worth of assets under management (AUM) as on 31-05-2022 and is more than category average.

3) The fund has an expense ratio 0.77 %.

Fund Overview

Expense ratio
Expense ratio
0.77%
Benchmark
Benchmark
S&P BSE 200 India TR INR
AUM
AUM
₹29584 Cr
Inception Date
Inception Date
1 January, 2013
Min Lumpsum/SIP
Min Lumpsum/SIP
₹500/₹500
Exit Load
Exit Load
0%
Lock In
Lock In
3 Years
TurnOver
TurnOver
66.84%

Fund Distribution

  • Equity 98.2%
  • Debt & Cash 1.8%
Size breakup
Large cap
77.4%
Mid cap
18.1%
Small cap
2.7%
Sector Allocation
Financial Services34%
Consumer Defensive14.9%
Tech12%
Basic Materials10.9%
Consumer Cyclical8.2%
Health7.8%
Communication6.2%
Utilities4.3%
Industrial1.8%

Top Holdings

  • All
  • Equity
  • Debt & Cash
Total Holdings22
Equity Holdings20
Debt Holdings2
Bajaj Finance Ltd
Bajaj Finance Ltd
9.3%
Avenue Supermarts Ltd
Avenue Supermarts Ltd
9.2%
Tata Consultancy Services Ltd
Tata Consultancy Services Ltd
8.5%
Kotak Mahindra Bank Ltd
Kotak Mahindra Bank Ltd
6.9%
Info Edge (India) Ltd
Info Edge (India) Ltd
6.1%
Nestle India Ltd
Nestle India Ltd
5.4%
Housing Development Finance Corp Ltd
Housing Development Finance Corp Ltd
5.2%
Pidilite Industries Ltd
Pidilite Industries Ltd
4.7%

Fund Highlights

About the fund

About the fund

This fund has delivered an average annual returns of 17.14% since inception which is more than its category average return of 13.15%
Fund Allocations

Fund Allocations

This fund has an allocation of 98.2% in Equity, 0% in Debt and 1.8% in Cash related instruments
AUM size ₹29584 Cr

AUM size ₹29584 Cr

This fund has AUM of ₹29584 Cr which is more than its category average of ₹ 2548 Cr
Expense Ratio 0.77%

Expense Ratio 0.77%

This fund has an expense ratio of 0.77% which is less than its category average expense ratio of 1.59%

AMC details

Fund House
Axis Asset Management Company Limited
Email
customerservice@axismf.com
Phone
+912243255161
Address
Axis Asset Management Company Ltd.,Axis House, 1st Floor, C-2, Wadia International Centre,,Pandurang Budhkar Marg, Worli,

Frequently Asked Questions

What are the average returns of Axis Long Term Equity Fund Direct Plan Growth Option Fund ?

What is the current NAV of Axis Long Term Equity Fund Direct Plan Growth Option Fund?

How do I invest in Axis Long Term Equity Fund Direct Plan Growth Option Fund?

What is the expense ratio of Axis Long Term Equity Fund Direct Plan Growth Option fund?

What is the worth of total assets under management (AUM) of Axis Long Term Equity Fund Direct Plan Growth Option fund ?

What are the top holdings of Axis Long Term Equity Fund Direct Plan Growth Option Fund?

What are the top sectors Axis Long Term Equity Fund Direct Plan Growth Option Fund has invested in?