Axis Long Term Equity Fund - Regular Plan - Growth

Fund House: Axis Mutual Fund
Category: Equity: ELSS
Launch Date: 05-12-2009
Asset Class: Equity
Benchmark: S&P BSE 200 TRI
Expense Ratio: 1.61% As on (31-01-2021)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 25,508.39 Cr As on (31-01-2021)
Turn over: 69% | Exit Load: Nil

62.7325

17.84%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
S&P BSE 200 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
4 Years 5 Months
7 Years 11 Months
10 Years 1 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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.

Current Asset Allocation (%)

Indicators

Volatility 12.48
Sharp Ratio 0.68
Alpha -5.57
Beta 0.84
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Axis Long Term Equity Fund - Regular Plan - Growth 05-12-2009 26.55 22.09 15.56 17.12 18.07
Quant Tax Plan-Growth 01-04-2000 70.42 32.13 19.42 22.21 13.5
IDFC Tax Advantage (ELSS) Fund-Regular Plan-Growth 26-12-2008 45.09 19.15 9.86 17.12 14.89
Mirae Asset Tax Saver Fund-Regular Plan-Growth 05-12-2015 42.61 23.97 16.94 22.34 -
BOI AXA Tax Advantage Fund-Regular Plan- Growth 25-02-2009 39.3 28.54 12.94 18.58 13.89
Parag Parikh Tax Saver Fund- Regular Growth 05-07-2019 37.9 - - - -
Canara Robeco Equity Taxsaver Fund - Regular Plan - Growth 02-02-2009 37.14 24.19 17.7 18.37 14.4
Quantum Tax Saving Fund - Regular Plan Growth Option 01-04-2017 37.0 11.02 8.51 - -
PGIM India Long Term Equity Fund - Regular Plan - Growth Option 11-12-2015 36.57 17.77 11.06 14.6 -
SBI LONG TERM EQUITY FUND - REGULAR PLAN- GROWTH 31-03-1993 36.05 15.89 9.32 12.99 12.42

Scheme Characteristics

Minimum investment in equity & equity related instruments - 80% of total assets (in accordance with Equity Linked Saving Scheme, 2005 notified by Ministry of Finance).

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

4.18%

Others

2.29%

Large Cap

83.31%

Mid Cap

10.22%

Scheme Documents

There are no scheme documents available

Tax Benefits of investing in this fund

Long term capital gains (LTCG) tax @10% (plus surcharge, if applicable and cess) without indexation if units held for more than 12 months#

Short term capital gains (STCG) tax @ 15% (plus surcharge, if applicable and cess) if units are held for less than 12 months.

Investor does not pay any tax on dividends but a Dividend Distribution Tax (DDT) is deducted at source @11.648% (10% + 12% surcharge + 4% Health & education cess) **

# Capital gain accrued up to January 31st 2018 is exempt from LTCG tax in respect of units acquired before January 31, 2018 & redeemed on or after April 1, 2018. ** The DDT is to be paid by the mutual fund

Feedback
Notification