By Cali Crystal             May 19, 2020

Mutual Fund

axis long term equity fund

By Rajendra

Mar 28, 2023

image source -Unsplash

Scheme Analysis

Tax Saving Schme

Category 

ELSS

Inception

Jun 29, 2012

Benchmark

Nifty 500

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AUM  - 28,754 Cr

Fund Manager

Jinesh Gopani

Thick Brush Stroke

Axis Long Term Equity Fund

Invests in quality businesses for long term through bottom-up stock picking

Investment Strategy

Image Credit- Unsplash

Top 5 Holding

Bajaj Finance

TCS

Avenue Supermart

Kotak Bank

Nestle

8.57

8.49

8.32

7.07

6.36

Total  -  38.81

Invest across market cap – Large cap 50-100% & Mid Cap upto 50%

Investment Strategy

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Financial Services

Consumer Service

IT

Top 5 Sector

34.12

14.86

10.38

9.54

6.36

Automobile

Chemical

Quality businesses through their market cycle

Investment Strategy

Fund Avoid- Highly cyclical & highly regulated sector

Image Credit- Unsplash

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SIP Performance

Exit Load

3 Year lock-in

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As on 28 Feb. 2023

1 Year

3 Year

5 Year

Period

Value

11,283

37,860

71,319

Returns

-10.97%

3.31%

6.86%

Monthly SIP of 1,000

Thick Brush Stroke

Scheme Performance

Exit Load

Upto 1 Year - 1.00%

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As on  28 Feb. 2023

1 Year

3 Year

5 Year

Period

Returns

-8.96%

8.02%

8.45%