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Axis Long Term Equity Fund - Dividend

Category: Equity: ELSS
Launch Date: 29-12-2009
Asset Class: Equity
Benchmark: S&P BSE 200 TRI
Expense Ratio: 2.25% As on (31-08-2018)
Status: Open Ended Schemes(Equity Scheme - ELSS) for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 18,752.32 Cr As on (31-08-2018)
Turn over: 109%
NAV as on 21-09-2018

22.7231

-0.23 (-1.0197%)

CAGR Since Inception

17.6%

S&P BSE 200 TRI 12.68%

PERFORMANCE of Axis Long Term Equity Fund - Dividend

Scheme Performance (%)

Data as on - 19-09-2018

Yearly Performance (%)

Fund Managers

Mr. Jinesh Gopani

Mr. Gopani is a B. Com (H) and MMS from Bharati Vidyapeeth Institute of Management Studies and Research. 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.

Investment Objective

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.

RETURNS CALCULATOR for Axis Long Term Equity Fund - Dividend

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Axis Long Term Equity Fund - Dividend

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Long Term Equity Fund - Dividend 12.48 1.11 -5.57 1.07 - -
Equity: ELSS - - - - - -

PEER COMPARISION of Axis Long Term Equity Fund - Dividend

Period
Data as on - 19-09-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Axis Long Term Equity Fund - Dividend 29-12-2009 7.88 13.31 11.0 22.51 0.0
ICICI Prudential Long Term Equity Fund (Tax Saving) - Growth 19-08-1999 12.6 10.87 12.38 19.48 15.97
Invesco India Tax Plan - Growth 29-12-2006 10.37 13.79 13.54 21.71 17.09
Taurus Tax Shield- Regular Plan - Growth Option 31-03-1996 9.85 15.88 14.73 17.63 13.21
Canara Robeco Equity Taxsaver Fund - Regular Plan - Growth 31-03-1993 9.63 13.22 11.83 16.63 0.0
Axis Long Term Equity Fund - Growth 29-12-2009 9.26 14.58 12.24 23.61 0.0
Aditya Birla Sun Life Tax Relief 96 - Growth Option 06-03-2008 8.39 14.98 14.13 22.81 15.03
Aditya Birla Sun Life Tax Plan - Regular Plan - Growth Option 02-02-1999 7.95 14.56 13.65 22.03 14.64
IDBI Equity Advantage Fund - Growth Regular 10-09-2013 7.25 10.7 9.99 21.88 0.0
HDFC Long Term Advantage Fund - Growth Option 02-01-2001 6.66 13.63 15.15 18.64 14.6

PORTFOLIO ANALYSIS of Axis Long Term Equity Fund - Dividend

Asset Allocation (%)

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