Overview (as on 18 May 2021)

NAV

₹68.7087

1y returns

64.029%

Fund AUM

₹28,239 Cr

Expense Ratio

0.72%

Min SIP

₹500

Min Lumpsum

₹500

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0

Asset Allocation

Sector Allocation
Financial Services
35.99%
Tech
11.99%
Defensive
11.87%
Consumer
11.48%
Basic Materials
9.42%
Communication
7.17%
Health
6.61%
Utilities
3.81%
Industrials
1.68%
Size Breakup
Large Cap
86.02%
Mid Cap
13.47%
Small Cap
0.51%

Key Metrics

Beta 

0.91

Std deviation 

17.97%

Sharpe Ratio 

0.64

Holdings

Fund Details

Investment Objectives
To generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related securities. However, there can be no assurance that the investment objective of the Scheme will be achieved.
Scheme Name
Axis Long Term Equity Fund Direct Plan Growth Option
Scheme Document
Exit Load

After 0 Years : 0%

Plan Started
01 January, 2013
Fund Manager
Jinesh Gopani
Fund House Details
Fund House
Axis Asset Management Company Limited
Email
customerservice@axismf.com
Phone
+912243255199
Address
Axis Asset Management Company Ltd.,Axis House, 1st Floor, C-2, Wadia International Centre,,Pandurang Budhkar Marg, Worli,

Other Related Plans

Peer Funds

Axis Long Term Equity Fund Direct Plan Growth O...

NAV

₹68.7087

INDmoney Analysis

    success

    Fund is in Top 20 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    warning

    Fund is in Top 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Manager

Jinesh Gopani
Jinesh Gopani

leader

Qualifications
B.Com, Master of Management Studies, (Bharati Vidyapeeth Institute of Management Studies and research)
Work Experience
"Assistant Fund Manager- Equity, Axis Asset Management Co. Ltd. (Oct 21, 2009 till date), Portfolio Manager, Birla Sunlife Asset Management Co. Ltd. (June 2008- Oct 2009). Research Analyst and Portfolio Manager, Voyager India Capital Pvt. Ltd. (Feb 2006- May 2008). Research Analyst, Emkay Share and Stock Brokers Ltd. (June 2002- Feb 2006). Research Analyst, Net worth Stock Broking Ltd. (May 2001- May 2002)"

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