By Cali Crystal             May 19, 2020

Mutual Fund

axis long term equity fund

By Rajendra

Sep 20, 2022

image source -Unsplash

Scheme Analysis

Tax Saving Schme

Thick Brush Stroke

Axis Long Term Equity Fund

Category 

ELSS

Inception

Jun 29, 2012

Benchmark

NIFTY 500

Scribbled Arrow

AUM  - 32,654 Cr

Fund Manager

Jinesh Gopani

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

Investment Strategy

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

Investment Strategy

Quality businesses through their market cycle

Investment Strategy

Fund Avoid- Highly cyclical & highly regulated sector

Top 5 Holding

Bajaj Finance

Avenue Supermart

Kotak Bank

TCS

Infosys

9.83

9.54

6.89

6.78

5.72

Total  - 38.76

Finance

Consumer Durable

Chemical

Thick Brush Stroke

Top 5 Sector -74.40%

33.62

16.20

9.07

8.16

7.35

Healthcare

IT

Thick Brush Stroke

SIP Performance

Exit Load

upto 1 year - 1%

Scribbled Arrow

As on 30 Aug. 2022

1 Year

3 Year

5 Year

Period

Value

11,937

44,780

83,849

Returns

-0.97%

14.73%

13.37%

Monthly SIP of 1,000

Thick Brush Stroke

Scheme Performance

Exit Load

upto 1 year - 1%

Scribbled Arrow

As on 30 Aug. 2022

1 Year

3 Year

5 Year

Period

Returns

-7.03%

15.94%

12.47%