Axis Long Term Equity Fund (Equity, Equity Tax Saving)

40.65
19.28%
3
Capital Appreciation
Long Term Horizon
Moderately High
1.97%
7 yrs 12 months29 Dec 2009
₹ 15222.85 Cr11 Dec 2017

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Minimum Investment

  • ₹ 500.00 for Lumpsum

Exit Load

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.

Scheme Documents

TenureReturns (CAGR)
YTD
33.72
1 Month
2.07
3 Month
2.97
1 YR
30.82
2 YR
17.92
3 YR
12.94
TenureReturns (CAGR)
1 YR
27.6
2 YR
21.29
3 YR
15.82
5 YR
21.21

Portfolio

Company Name% Assets
HDFC Bank Ltd.8.14
Kotak Mahindra Bank Ltd.7.53
Maruti Suzuki India Ltd.6.62
Housing Development Finance Corpn. Ltd.6.45
Pidilite Industries Ltd.5.53
Motherson Sumi Systems Ltd.5.1
Bajaj Finance Ltd.4.75
Larsen & Toubro Ltd.3.3
Avenue Supermarts Ltd.3.28
Gruh Finance Ltd.3.17

Top Sectoral Holdings

Sector Name% Assets
Financial35.61
Automobile21.34
Chemicals8.69
Cons Durable6.39
Services5.62
Technology4.62
Healthcare4.44
Construction3.3
Energy3.05
Engineering1.99

Indicators

Portfolio turnover ratio130
Standard Deviation11.99%
Beta0.8%
Sharpe Ratio0.67

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.

Other Funds Managed by Jinesh Gopani

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