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: ₹ 84.89 as on 20-10-2021

Fund Overview

Expense ratio
Expense ratio
0.77%
Benchmark
Benchmark
S&P BSE 200 India TR INR
AUM
AUM
₹34371 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 99.6%
  • Debt & Cash 0.4%
Size breakup
Large cap
87%
Mid cap
12.11%
Small cap
0.83%
Micro cap
0.06%
Sector Allocation
Financial Services
33.7%
Defensive
13.5%
Tech
11.7%
Basic Materials
10.6%
Communication
9%
Cyclical
7.7%
Health
7.6%
Utilities
4%
Industrial
1.7%
Real Estate
0.4%

Top Holdings

  • All
  • Equity
  • Debt & Cash
Total Holdings38
Equity Holdings36
Debt Holdings2

Fund Highlights

Fund Manager

Fund Manager

Jinesh Gopani
About the fund

About the fund

This fund has delivered an average annual returns of 22.31% since inception which is more than its category average return of 16.32%
Fund Allocations

Fund Allocations

This fund has an allocation of 99.6% in Equity, 0% in Debt and 0.4% in Cash related instruments
AUM size ₹34371 Cr

AUM size ₹34371 Cr

This fund has AUM of ₹34371 Cr which is more than its category average of ₹ 2884 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 1.57%

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,
We are a SEBI registered investement advisor