Axis Long Term Equity-G

Fund Category: ELSS

Fund Category ELSS

Very High Equity G

3 Morning Star

1 Value Research

NAV( 29 Sep 2023)

₹ 72.02

2.4%

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Axis Long Term Equity-G

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Performance

15.7%3y Returns

-0.85% 1D Returns

Investment details

Min SIP amount

₹ 500
Min Lumpsum

₹ 500
Lock In

1095
Expense ratio

1.55%
Exit load

NIL

L After 365 days

Fund details

View Fund Documents

Fund size

₹ 31,411 Cr
Plan

REGULAR
Launch date

17 Dec 2009
Fund type

OPEN
Fund benchmark

NIFTY 500 Total Return Index
ISIN

INF846K01131

Fund allocation

Asset allocation

Company holdings

Company	Allocation %
Apollo Hospitals Enterprise Ltd	2.29%
Astral Ltd	2.36%
Bajaj Finance Ltd	9.34%
Bajaj Finserv Ltd	4.47%
Cholamandalam Investment & Finance Company Ltd	4.77%
CG Power & Industrial Solutions Ltd	0.95%
Divi's Laboratories Ltd	4.78%
Schaeffler India Ltd	0.02%
HDFC Bank Ltd	5.02%
The Indian Hotels Company Ltd	1.09%
Info Edge (India) Ltd	5.85%
Kotak Mahindra Bank Ltd	3.32%
Mahindra & Mahindra Ltd	1.81%
Coforge Ltd	0.78%
Navin Fluorine International Ltd	0.43%
Nestle India Ltd	6.67%
PI Industries Ltd	3.89%
Pidilite Industries Ltd	5.36%
Shree Cement Ltd	3.43%
Sundaram Finance Ltd	1.83%
Symphony Ltd	0.2%
TTK Healthcare Ltd	0.11%
Tata Consultancy Services Ltd	7.45%
Tata Elxsi Ltd	1.05%
Tata Motors Ltd	1.6%
Timken India Ltd	0.11%
Torrent Power Ltd	5.21%
Persistent Systems Ltd	0.86%
Mas Financial Services Ltd	0.36%
Avenue Supermarts Ltd	8.15%
Aditya Birla Capital Ltd	0.01%
Tube Investments Of India Ltd	1.74%
Sona BLW Precision Forgings Ltd	1.26%
Clean Science And Technology Ltd	0.35%
Zomato Ltd	1.3%
Vijaya Diagnostic Centre Ltd	0.04%
Motherson Sumi Wiring India Ltd	0.01%
Global Health Ltd	0.09%
Mankind Pharma Ltd	0.17%
ideaForge Technology Ltd	0.0%
Net Receivables	0.54%
Others CBLO	0.92%

Sectors

Company	Allocation %
Services	16.39%
Others	1.46%
Automobile	6.42%
Consumer Staples	6.67%
Energy	5.21%
Technology	10.14%
Materials	5.79%
Financial	29.12%
Healthcare	7.48%
Capital Goods	1.08%
Consumer Discretionary	0.20%
Chemicals	10.03%

Risk Associated

Very High

Investors be aware that principal under this fund will be at Very High risk.
This product is suitable for investors who are seeking capital appreciation over long term

About AMC

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Axis Mutual Fund >

Contact Information

Address:

Axis House,1st FLOOR,Bombay Dyeing Mill Compound Pandurang Budhkar Marg, Worli

Email:

customerservice@axismf.com
Website

http://www.axismf.com
Phone:

2243255161

Funds Offered

58
AUM

₹ 2,52,800 Cr
Website

http://www.axismf.com

About

Axis Mutual Fund launched its first scheme in October 2009. Since then Axis Mutual fund has grown strongly. They attribute their success thus far to three founding principles - Long term wealth creation, Outside in (Customer) view and Long term relationship.

Fund Manager

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Jinesh Gopani

Funds Offered

9
AUM

₹ 58,102 Cr
Highest Return

23.75%

About

Jinesh Gopani Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now