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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 Rank 3

Background of Axis Long Term Equity Fund

Name of Fund Axis Long Term Equity Fund
Type of Fund ( Open / Close) Open-ended
Category of Fund Equity: ELSS
Fund Manager Jinesh Gopani
Launch Date 1-Dec-2009

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    Axis Long Term Equity Fund Performance

    Risk Grade Low
    Return Grade Above 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/Securities 35
    Total Bonds
    Avg Market Cap (in cr) 90450
    Portfolio P/B Ratio 6.11
    Portfolio P/E Ratio 36.67
    3Y Earning Growth (%) 18.96
    Average Matuarity
    Avg 52 Week High
    Avg 52 Week Low
    Average Credit Rating

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    Axis Long Term Equity Fund Composition

    Equity 93.51%
    Debt 4.93%
    Cash 1.56%
    Debentures
    Bonds
    NON Converitbles
    Zero Coupons
    Bonds (short term)
    Repo

    Axis Long Term Equity Fund Risk Analysis

    Standard Deviation 14.63
    Sharpe Ratio 0.43
    Beta 0.91
    R Square 0.89
    Alpha 0.49

    Axis Long Term Equity Fund NAV – Yearly

    2018 42.84
    2017 41.78
    2016 30.4
    2015 30.16
    2014 28.69
    52 Week High (NAV) 46.51
    52 Week Low (NAV) 38.56

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    Axis Long Term Equity Fund Returns – Yearly

    2018 2.530%
    2017 37.440%
    2016 -0.690%
    2015 6.700%
    2014 66.180%

    Axis Long Term Equity Fund AUM

    2018 18046
    2017 15324
    2016 10509
    2015 6479
    2014 2983

    Equity Fund Expense Ratio

    2018
    2017 2.500%
    2016 2.500%
    2015 2.510%
    2014 2.550%

    Axis Long Term Equity Fund Quarterly Returns

    2018 Q1 -3.490%
    2018 Q2 6.650%
    2018 Q3 -2.770%
    2018 Q4
    2017 Q1 13.580%
    2017 Q2 6.030%
    2017 Q3 5.720%
    2017 Q4 7.960%
    2016 Q1 -4.660%
    2016 Q2 7.900%
    2016 Q3 5.020%
    2016 Q4 -8.070%
    2015 Q1 8.270%
    2015 Q2 -1.190%
    2015 Q3 0.230%
    2015 Q4 0.020%
    2014 Q1 11.050%
    2014 Q2 19.980%
    2014 Q3 12.820%
    2014 Q4 10.560%

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    Weightage by Sector

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

    Weightage by Securities Holding

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

    Axis Long Term Equity Fund Investment Information

    AMC Axis Asset Management Company Ltd.
    Registrar Karvy Fintech Pvt Ltd.
    Minimum Investment 500
    Minimum SIP Investment 500
    Exit Load Nil

    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.”


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