AXIS Long Term Equity Fund (D)

AXIS Long Term Equity Fund (D)

AMC Name: Axis Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark S&P BSE 200 TRI
Fund Manager Jinesh Gopani
Fund Horizon OPEN
Inception Date 29-Dec-2009
Scheme AUM(CR) ` 20425.31
Minimum SIP/LUMPSUM ` 500/ ` 500
Increment SIP/LUMPSUM ` 500/ ` 1
SIP Dates ANY
Entry Load Nil
Exit Load Nil
Expense Ratio 1.75

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 4.68% 5.98%
3 Month 9.07% 9.68%
6 Month 13.59% 7.96%
1 Year 17.06% 12.53%
3 Year 15.22% 13.12%
5 Year 11.83% 9.23%
Since Inception 17.28% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others