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  • 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

67.3277

NAV (Dec 02)

11%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in tax saving mutual funds.

Tax saving funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Outperformance Consistency

Good

The performance of the fund on a Outperformance Consistency metric has been Good

Scripbox Recommended Tax Saving Fund

Save tax combined with inflation beating long term growth. Invest in Scripbox Recommended Tax Saver Funds to unlock the best of both worlds - tax saving and long term wealth creation.?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

67.3277

NAV (Dec 2)

Fund Returns

Last 1Y

-10.2%

Last 3Y

11.8%

Last 5Y

11%

Last 10Y

16.4%

Since Inception

15.9%

6 Month CAGR

7.9%

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.

Expense Ratio

1.6

Launched (13y ago)

Dec 29, 2009

AUM in Crores

31623.924

ISIN

INF846K01131

Lock-in

3

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

500

Lumpsum Min.

500

Standard Deviation (3yr)

22.4

Standard Deviation (5yr)

19.6

Beta (3yr)

0.93

Beta (5yr)

0.93

Sharpe Ratio (3yr)

0.408

Sharpe Ratio (5yr)

0.369

YTM

0

Fund Managers

Jinesh Gopani

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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.

Asset allocation and Holdings

Last updated on 2022-12-02

Top Stock Holdings

avenue supermarts ltd

9.7%
9.7%

bajaj finance ltd

9.4%
9.4%

kotak mahindra bank ltd

7.1%
7.1%

tata consultancy services ltd

7%
7%

nestle india ltd

6.1%
6.1%
See all holdings

Allocation by Sector

financial services

33.3%
33.3%

consumer defensive

15.8%
15.8%

basic materials

11.8%
11.8%

consumer cyclical

10.2%
10.2%

technology

8.5%
8.5%
See all sectors

Compare Axis Long Term Equity Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 255,604 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 30 equity,104 debt and 32 hybrid funds.

amc-img

  • 022-43255161
  • customerservice@axismf.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    6%

    8%

    4.1%

    7%

    6.5%

    8.1%

    5.7%

    7.6%

    11.1%

    4.5%

    Axis Long Term Equity Fund (G) Review

    Axis Long Term Equity Fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 15.9% over a period of 12 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.

    Nav of Axis Long Term Equity Fund (G) as of 12/2/2022 is ₹67.33 with the total AUM as of 12/4/2022 is ₹31623.924. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Long Term Equity Fund (G) was launched on Dec 29, 2009. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Axis Long Term Equity Fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.

    Axis Long Term Equity Fund (G) 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 IISL Nifty 500 TR INR.

    Axis Long Term Equity Fund (G) is rated as a 2 fund in Equity and delivered -10.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Long Term Equity Fund (G).

    Frequently Asked Questions

    What is Axis Long Term Equity Fund (G)?

    Axis Long Term Equity Fund (G) is a Tax Saving Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in Axis Long Term Equity Fund (G)?

    You can invest in Axis Long Term Equity Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Axis Long Term Equity Fund (G)?

    The minimum sip amount for Axis Long Term Equity Fund (G) is ₹500. You can invest in multiples of ₹500.

    Is Axis Long Term Equity Fund (G) good to invest in?

    As per Scripbox experts, Axis Long Term Equity Fund (G) is a Neutral fund. You can investAxis Long Term Equity Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Axis Long Term Equity Fund (G)?

    The expense ratio of the Axis Long Term Equity Fund (G) is 1.6% for regular plan.