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Axis Long Term Equity Fund – Analyse AUM, NAV, Returns and more

Axis Long Term Equity Fund is an Open-ended, ELSS category fund launched in 2009 by Axis Mutual Fund. The fund manager name is Jinesh Gopani. The risk in this fund is low but the returns are above average. In this article, we will do a detailed analysis of the Axis Long Term Equity Fund, we will dig deep into its AUM, NAV Returns & more.

Axis Long Term Equity Fund


Axis Long Term Equity Fund Ranking

Crisil MF Rank3

Background of Axis Long Term Equity Fund

Name of FundAxis Long Term Equity Fund
Type of Fund ( Open / Close)Open-ended
Category of FundEquity: ELSS
Fund ManagerJinesh Gopani
Launch Date1-Dec-2009

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  1. Invest in Mutual FundOpen Demat Account


Axis Long Term Equity Fund Performance

Risk GradeLow
Return GradeAbove Average
NAV (as on current Date)Rs. 42.84 as on Dec 14, 2018
Net Asset (as on current date)Rs. 17626.1 crore as on Nov 30, 2018

Axis Long Term Equity Fund Portfolio Characteristics

Total Stock/Securities35
Total Bonds
Avg Market Cap (in cr)90450
Portfolio P/B Ratio6.11
Portfolio P/E Ratio36.67
3Y Earning Growth (%)18.96
Average Matuarity
Avg 52 Week High
Avg 52 Week Low
Average Credit Rating

Know about other Mutual Funds

Axis Bluechip FundJm Tax Gain FundReliance Power Infra Fund
Axis Focused 25 FundKotak Emerging Equity Scheme Regular PlanReliance Small Cap Fund
Axis Long Term Equity FundKotak Equity Savings Fund Regular PlanSbi Bluechip Fund

Axis Long Term Equity Fund Composition

Equity93.51%
Debt4.93%
Cash1.56%
Debentures
Bonds
NON Converitbles
Zero Coupons
Bonds (short term)
Repo

Axis Long Term Equity Fund Risk Analysis

Standard Deviation14.63
Sharpe Ratio0.43
Beta0.91
R Square0.89
Alpha0.49

Axis Long Term Equity Fund NAV – Yearly

201842.84
201741.78
201630.4
201530.16
201428.69
52 Week High (NAV)46.51
52 Week Low (NAV)38.56

Get detailed analysis of other Mutual Funds

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Bnp Paribas Short Term FundKotak Standard Multicap Fund Regular PlanSbi Etf Nifty 50
Canara Robeco Bluechip Equity FundLic Mf Etf Nifty 50Sbi Etf Sensex

Axis Long Term Equity Fund Returns – Yearly

20182.530%
201737.440%
2016-0.690%
20156.700%
201466.180%

Axis Long Term Equity Fund AUM

201818046
201715324
201610509
20156479
20142983

Equity Fund Expense Ratio

2018
20172.500%
20162.500%
20152.510%
20142.550%

Axis Long Term Equity Fund Quarterly Returns

2018 Q1-3.490%
2018 Q26.650%
2018 Q3-2.770%
2018 Q4
2017 Q113.580%
2017 Q26.030%
2017 Q35.720%
2017 Q47.960%
2016 Q1-4.660%
2016 Q27.900%
2016 Q35.020%
2016 Q4-8.070%
2015 Q18.270%
2015 Q2-1.190%
2015 Q30.230%
2015 Q40.020%
2014 Q111.050%
2014 Q219.980%
2014 Q312.820%
2014 Q410.560%

Find details on other Mutual Funds

Canara Robeco Emerging Equities Fund Direct PlanLic Mf Large Mid Cap FundSbi Magnum Multicap Fund
Canara Robeco Equity Diversified Fund Regular PlanLt Emerging Businesses FundSbi Small Cap Fund
Canara Robeco Gilt FundLt Hybrid Equity FundSundaram Large And Mid Cap Fund

Weightage by Sector

1Financial (38.62%)
2Automobile (15.06%)
3Technology (8.29%)
4Chemicals (7.69%)
5Services (6.76%)
6Cons Durable (5.40%)
7Healthcare (3.30%)
8Energy (3.19%)
9Construction(2.02%)
10FMCG (1.39%)

Weightage by Securities Holding

1HDFC Bank
2Tata Consultancy Services
3Kotak Mahindra Bank
4Pidilite Industries
5Maruti Suzuki India
6Bajaj Finance
7HDFC
8Gruh Finance
9Avenue Supermarts
10Bandhan Bank

Axis Long Term Equity Fund Investment Information

AMCAxis Asset Management Company Ltd.
RegistrarKarvy Fintech Pvt Ltd.
Minimum Investment500
Minimum SIP Investment500
Exit LoadNil

Conclusion:

“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.”


Invest in Axis Long Term Equity Fund – Fill up the Form Below

Fill Your Details Here
  1. Invest in Mutual FundOpen Demat Account


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