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

Moderately High
8 yrs 2 monthsStarted on:29 Dec 2009
₹ 16516.68 Cras on: 16 Feb 2018
Long Term Horizon
1.97%
Capital Appreciation

Minimum Investment

  • ₹ 500.00 for Lumpsum

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.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
3 Month2.26
1 YR23.67
2 YR21.33
3 YR9.72

SIP Returns

TenureReturns (CAGR)
1 YR13.96
2 YR17.4
3 YR14
5 YR19.36

Portfolio

Company Name% Assets
Kotak Mahindra Bank Ltd.7.99
HDFC Bank Ltd.7.9
Housing Development Finance Corpn. Ltd.6.37
Pidilite Industries Ltd.5.58
Maruti Suzuki India Ltd.5.17
Bajaj Finance Ltd.4.31
Motherson Sumi Systems Ltd.4.23
Tata Consultancy Services Ltd.4.22
Gruh Finance Ltd.4.15
Avenue Supermarts Ltd.3.59

Top Sectoral Holdings

Sector Name% Assets
Financial36.22
Automobile15.98
Chemicals8.82
Cons Durable7.14
Services5.92
Healthcare5.74
Technology5.45
Energy3.5
Construction2.75
Engineering1.78

Indicators

LabelValue
Portfolio turnover ratio130
Standard Deviation11.74%
Beta0.81%
Sharpe Ratio0.74

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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