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%

Axis Long Term Equity-G

Invest now
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

Contact Information

Address:

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

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.

  • 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

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