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Axis Mutual Fund

Axis Long Term Equity Direct Plan-Dividend

NAV
returns change indicator
40.8299
as on 20 Nov 2019, 10:05 PM
-0.0641(0.16%)
Last Change
loaderloader
lockThis fund has a lock-in period of 3 years.

Scheme Ratings

5
starstarstarstarstar
rated by Morningstar
5
starstarstarstarstar
rated by Value Research

Schemes Managed By

Start SIP in this Mutual Fund

Min SIP Amount
500
Suggested Date
23rd of Every Month

Investment Performance

would have given a return of
110,871
star
121,647
star
158,078
star
163,022
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
63,022
Profit (absolute return)
63.02%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
9.99%
In the last 6 months
7.70%
In the last 1 year
18.17%
In the last 3 years
63.02%
In the last 5 years
81.19%
In the last 10 years
NA
Absolute Returns
CAGR

Scheme Riskometer

low
low
moderately low
moderately low
moderate
moderate
moderately high
moderately high
high
high
indicator
Investors understand that their principal will be at moderately high risk

Scheme Information

Axis Long Term Equity Direct Plan-Dividend
Axis Long Term Equity Direct Plan-Dividend
as of 20 Nov 2019, 10:05 PM
21,492.33 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
No charges on withdrawal
0.92%
Expense Ratio
Plan
Dividend
-0.32%
Cash Holding
Benchmark
S&P BSE 200 Total Return Index
Scheme Document
Benchmark
S&P BSE 200 Total Return Index
Exit Load
No charges on withdrawal
Scheme Document

Sectors Holding in this Mutual Fund

as on 31 Oct 2019
Sort By
Financial
41.01%
8,814.01 Cr
Services
12.41%
2,667.20 Cr
Automobile
9.34%
2,007.38 Cr
Technology
7.97%
1,712.94 Cr
Chemicals
7.08%
1,521.66 Cr
Cons Durable
5.61%
1,205.72 Cr
FMCG
4.27%
917.72 Cr
Energy
3.35%
719.99 Cr
Engineering
1.67%
358.92 Cr
Healthcare
1.41%
303.04 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 31 Oct 2019
Sort By
Bajaj Finance Ltd.
8.11%
1,743.03 Cr
Kotak Mahindra Bank Ltd.
8.00%
1,719.39 Cr
HDFC Bank Ltd.
7.79%
1,674.25 Cr
Avenue Supermarts Ltd.
6.94%
1,491.57 Cr
Tata Consultancy Services Ltd.
6.92%
1,487.27 Cr
Bandhan Bank Ltd.
6.62%
1,422.79 Cr
Housing Development Finance Corpn. Ltd.
5.49%
1,179.93 Cr
Pidilite Industries Ltd.
5.48%
1,177.78 Cr
Info Edge (India) Ltd.
5.47%
1,175.63 Cr
Others
4.69%
1,007.99 Cr
View All
View All

About Axis Long Term Equity Direct Plan-Dividend

Axis Long Term Equity Direct Plan-Dividend is a Tax Saver mutual fund scheme from Axis Mutual Fund. This scheme was launched on 01 Jan 2013 and is currently managed by its fund manager Jinesh Gopani. It has an AUM of ₹21,492.33 Crores and the latest NAV decalared is ₹40.830 as on 20 Nov 2019 at 10:05 pm.
Axis Long Term Equity Direct Plan-Dividend scheme return performance in last 1 year is 18.17%, in last 3 years is 63.02% and 246.09% since scheme launch. The min. SIP amount to invest in this scheme is ₹500.

Scheme Details

AUM:21,492.33 Cr
Category:Equity: ELSS
Launch Date:01 Jan 2013
Fund Type:Open-End

Scheme Objective

The scheme aims to generate regular long term capital growth from a diversified portfolio of equity and equity related securities. The Scheme Will invest in companies with strong growth & a sustainable business model.

About Fund Category

Having a statutory lock-in period of 3 years, ELSS Funds enable long term wealth accumulation along with the benefit of tax saving. Investing in ELSS Funds makes you eligible to claim a tax deduction of up to Rs 1.5 lakh under Section 80C of the Income Tax Act 1961.

AMC Information

Axis Mutual Fund
Axis Mutual Fund
View AMC Details
119,068.45 Cr
AUM
106
Schemes
Address
Address
"Axis House" - 1st Floor,C-2 - Wadia International Centre,Pandurang Budhkar Marg , Worli,400025
Phone Number
Phone Number
Phone : 022-24255161
Fax : 022-43255199