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Business News/Market/Market Stats/    Axis Long Term Equity Fund Growth

Axis Long Term Equity Fund Growth

+
  • Equity
  • ELSS (Tax Savings)
  • Rating 3
  • Plan
72.21 -0.57 (-0.79%) NAV as on 21 Sep, 2023
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)31411.08
  • CAGR 5.66%
  • Exit Load0.00%
  • Expense ratio1.55%
  • CategoryEquity
  • Min Investment500
  • Min SIP500
  • Launch Date2009-12-29

Morning Star Rating 3

Medium
Risk
High
Return

Asset Allocation

Holdings As On - 22 September 2023

  • Name
  • Value (Cr)
  • Holding %
View More

Risk & Volitility

  • Alpha 2.48%
  • Beta 0.92
  • Sharpe Ratio0.60
  • Std Deviation 17.91%
  • Tracking Error 7.25%

About Fund

To generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related securities. However, there can be no assurance that the investment objective of the Scheme will be achieved.

 

The Axis Long Term Equity Fund Growth has an AUM of 31411.08 crores & has delivered CAGR of 10.63% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.55%. The minimum investment in Axis Long Term Equity Fund Growth is Rs 500 and the minimum SIP is Rs 500.

 

As per morningstar the risk & return rating of the fund are Medium & High respectively.

 

The top holdings of the fund include Bajaj Finance, Avenue Supermarts, Tata Consultancy Services & Nestle India.

 

The major sectors where the fund is invested are Consumer Financial Services, Software & Programming, Chemical Manufacturing & Retail (Grocery).

 

Some of the similar funds are SBI Long Term Equity Fund Regular Growth, Mirae Asset Tax Saver Fund -Regular Plan-Growth, Axis Long Term Equity Fund Growth, Aditya Birla Sun Life ELSS Tax Relief 96 Growth, Aditya Birla Sun Life ELSS Tax Relief 96 (ELSS U/S 80C of IT ACT) Growth (LSP). Axis Long Term Equity Fund Growth has a sharpe ratio of 0.60 & a standard deviation of 17.91%.

FAQs about Axis Long Term Equity Fund Growth

According to the morning star rating Axis Long Term Equity Fund Growth has a Medium risk & High return.
Axis Long Term Equity Fund Growth is managed by Shreyash Devalkar,Ashish Naik.
The expense ratio of Axis Long Term Equity Fund Growth is 1.55%.
The 5 year annualized return on Axis Long Term Equity Fund Growth is 10.63% & it has generated 5.66% in the last 1 year.
The minimum investment in Axis Long Term Equity Fund Growth is 500 Rs.
Axis Long Term Equity Fund Growth has an AUM of 31411.08 crores.
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