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Axis Long Term Equity fund (DP-A) Mutual Funds Investments

Formerly Axis Tax Saver Div
Returns (3yrs)
3.92 %
Latest NAV
17.44

Investment Calculator

  • Tenure
  • Returns %
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Total Investment
Wealth Gained
Total Corpus Created
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Tax Saver Plan
Better than Insurance, FD

Fund Information

as on 31st of May, 06:46 PM

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.

Fund Managers

  • profile-pic
    Jinesh Gopani
  • expense-ratio
    Expense Ratio
    1.72
    benchmark
    Benchmark
    S&P BSE 200 India TR INR
  • Aum image
    AUM
    ₹ 19632.01 Crores
    ISIN
    ISIN
    INF846K01149
  • Category Risk:

    Moderately High risk

Holding Information

as on 31st of May, 06:46 PM

Top Holding

Tata Consultancy Services Ltd
8%
Avenue Supermarts Ltd
8%
Kotak Mahindra Bank Ltd
8%
Housing Development Finance Corp Ltd
7%
Hdfc Bank Ltd
6%

Top Sectors

Financial Services
33%
Consumer Defensive
15%
Consumer Cyclical
12%
Technology
8%
Communication Services
7%

Allocation

Equity
96%
Others
4%
Debt
0%

Investment Return Calculator

as on 31st of May, 06:46 PM
  • Of
  • For
Total Corpus
Gains
Annualized %
  • Savings Bank
  • Fixed Deposit
  • Gold
  • Property
  • PPF
  • EPF
  • Mutual Fund(Equity)

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Transaction

as on 31st of May, 06:46 PM
Minimum SIP Amount
500
Minimum Lumpsum Amount
500
Lumpsum Multiple
500
SIP Multiple
500

About the Fund

Axis Long Term Equity Dividend Payout is a Tax Saving Equity fund and has delivered an annualised return of 3.92% over a period of 3 years. The fund is managed by Axis Asset Management Company Limited. The fund managers names are Jinesh Gopani. 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 fund charges 1.72000%. The minimum SIP amount for this is ₹500. In case you want to invest a lump sum, the minimum amount to be invested is ₹500.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.