AXIS Long Term Equity Fund (G)

AXIS Long Term Equity Fund (G)

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) ` 21492.33
Minimum SIP/LUMPSUM ` 500/ ` 500
Increment SIP/LUMPSUM ` 500/ ` 1
SIP Dates ANY
Entry Load Nil
Exit Load Nil
Expense Ratio 1.72

Asset Allocation

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

Performance

Period Returns BenchMark
1 Month 1.57% 2.85%
3 Month 10.40% 8.38%
6 Month 12.12% 2.17%
1 Year 17.72% 9.98%
3 Year 16.81% 15.04%
5 Year 11.69% 9.11%
Since Inception 17.37% 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