• Mutual Funds
  • Axis Mutual Fund
  • Axis Long Term Equity Fund (Growth)

Formerly Axis Tax Saver Gr

Axis Mutual Fund

Axis Long Term Equity Fund (Growth)

EquityTax Saving

Top Ranked

73.4505

NAV (Nov 29)

18.9%
5 Year CAGR
Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

12 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

34,235 Cr. Category leader in size

Category View

Positive. The category has a positive investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

Invest in this fund
Explore similar funds with a Scripbox plan. Explore the plan below.
Tax Saver Plan

Tax Saver Plan

Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

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    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration > 5 years
  • graph-icon-gray
    3 Years
  • graph-icon-gray
    Save Tax

No single fund can achieve what a plan can. Learn why

Historical NAV

73.4505

NAV (Nov 29)

Fund Returns

Last 1Y

33.6%

Last 3Y

21.2%

Last 5Y

18.9%

Last 10Y

20.4%

Since Inception

18.2%

6 Month CAGR

14.8%

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Scheme Information

Investment Objective

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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High Risk

Expense Ratio

1.58

Launched (12y ago)

Dec 29, 2009

AUM in Crores

34234.742

ISIN

INF846K01131

Lock-in

3

Benchmark

S&P BSE 200 India TR INR

SIP Minimum

500

Lumpsum Min.

500

Fund Managers
user-avatar

Jinesh Gopani

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

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 before investing. Past performance is not an indicator of future returns.

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Tax Saver Plan

Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

  • Inflation beating returns
    Inflation beating returns
  • Save Tax
    Save Tax
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

₹ 21,676 cr

5

₹ 5,381 cr

5

₹ 5,380 cr

5

₹ 4,084 cr

5

₹ 3,456 cr

5

amc-icon

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 255,984 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 30 equity,101 debt and 35 hybrid funds.

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  • tel-amc-about
    022-43255161
  • mail-amc-about
    customerservice@axismf.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    4.8%

    7.2%

    20.4%

    13.6%

    26.7%

    19.6%

    4.3%

    6.8%

    3.6%

    5.2%

    growth

    Tax Saver Plan

    Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      3 Years
    • graph-icon-gray
      Save Tax
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Mirae Asset Tax Saver Fund (Growth)

    Mirae Asset Tax Saver Fund (Growth)

    Equity

    Tax Saving

    Canara Robeco Equity Taxsaver fund (Growth)

    Canara Robeco Equity Taxsaver fund (Growth)

    Equity

    Tax Saving

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    02

    Create an Account

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    03

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    04

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    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers are millionaires
    We thrive on trust.

    We match your objectives to the right portfolio. World-class wealth management using science, data and technology, leveraged by our experience, and human touch. Get started with your wealth creation without worry.

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    Investing has helped me dream bigger for my life
    Dr. Shraddha BahirwaniSr. Dental Consultant

    About Axis Long Term Equity Fund (G)

    About Axis Long Term Equity Fund (G)

    Axis Long Term Equity Fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 18.2% over a period of 11 years. The fund was previously known as Axis Tax Saver Gr . The fund is managed by Axis Asset Management Company Limited. The fund manager’s name is Jinesh Gopani

    Axis Long Term Equity Fund (G) Investment Objective

    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. . However, there is no assurance that the objective of the scheme will be realized.

    Axis Long Term Equity Fund (G) NAV,AUM,Risk

    The Axis Long Term Equity Fund (G) fund was launched on Dec 29, 2009. The NAV (Net Asset Value) of this Tax Saving Equity fund as of 2021-11-29 is ₹73.45. The total AUM (Asset Under Management) of the fund as of 29/11/2021 is ₹34234.742. The category risk of the Axis Long Term Equity Fund (G) fund is Very High Risk. The fund charges 1.58 % as expense ratio.

    Axis Long Term Equity Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 99.5% in this asset class. The top three holdings of the fund are , bajaj finance ltd , avenue supermarts ltd , info edge (india) ltd , tata consultancy services ltd , divi's laboratories ltd , housing development finance corp ltd , kotak mahindra bank ltd , nestle india ltd , hdfc bank ltd , pidilite industries ltd , bajaj finserv ltd , torrent power ltd , motherson sumi systems ltd , shree cement ltd , pi industries ltd , cholamandalam investment and finance co ltd , gland pharma ltd , sundaram finance ltd , coforge ltd , wipro ltd , astral ltd , ttk prestige ltd , endurance technologies ltd , bharti airtel ltd , sona blw precision forgings ltd , symphony ltd , zomato ltd , vijaya diagnostic centre ltd , clean science and technology ltd , mas financial services ltd ordinary shares , clearing corporation of india ltd , net receivables / (payables) , godrej properties ltd , ttk healthcare ltd

    Axis Long Term Equity Fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹500 and you can increase this in multiples of ₹ 500. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 500.

    Axis Long Term Equity Fund (G) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 200 India TR INR

    Axis Long Term Equity Fund (G) Review

    Axis Long Term Equity Fund (G) has a score of 4 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Axis Long Term Equity Fund (G) has a score of 5 out of 5 Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.

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