Buy Axis Long Term Equity Fund(G) - ELSS Mutual Fund NAV, AUM, Portfolio, Performance, Returns.

Axis Long Term Equity Fund-Reg(G)

As on May-05-2021 change fund

61.46

0.47 (0.76%)

fund objective

The investment objective of the scheme is to generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related securities.

riskometer

Investors understand that their principal will be at very high risk

5-Years History

financial year	2016-2017	2017-2018	2018-2019	2019-2020	2020-2021
NAV in Rs (as on 31-Mar-2021)	34.53	40.32	43.76	38.55	60.76
Net Assets(Rs Crores) (as on 31-Mar-2021)	12396.03	15898.06	18851.87	17495.33	27870.00
Scheme Returns(%)(Absolute)	18.42	15.97	6.38	-12.31	63.36
B'mark Returns(%)(Absolute)	24.22	11.73	10.87	-25.73	82.66
Category Rank	54/67	11/76	14/75	7/70	59/67

Quarterly performance - Last 5 years (Absolute Ret. in %)

financial year	Q1	Q2	Q3	Q4
2020-2021	12.48	7.28	27.62	2.35
2019-2020	4.83	2.19	5.08	-21.75
2018-2019	6.65	-2.77	2.59	2.02
2017-2018	6.03	5.72	7.96	-3.49
2016-2017	7.90	5.02	-8.07	13.58

Top 10 holdings

company	(%)
Bajaj Finance Ltd.	8.86
Tata Consultancy Services Ltd.	7.66
Avenue Supermarts Ltd.	7.06
Kotak Mahindra Bank Ltd.	6.42
HDFC Bank Ltd.	6.40
Info Edge (India) Ltd.	5.85
Housing Development Finance Co...	5.42
Nestle India Ltd.	5.31
Maruti Suzuki India Ltd.	4.59
Divis Laboratories Ltd.	4.30

Top 10 sectors

sectors	(%)
Finance - NBFC	13.87
Bank - Private	12.82
IT - Software	11.97
Retailing	7.06
BPO/ITeS	5.85
Pharmaceuticals & Drugs	5.58
Finance - Housing	5.42
Consumer Food	5.31
Auto Ancillary	4.91
Automobiles - Passenger Cars	4.59

Historical NAV Chart with Benchmark

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performance comparision with similar schemes

scheme name	investment style	inception date	AUM in Cr.	1W(%)	1M(%)	3M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	since inception
Axis Long Term Equity Fund-Reg(G)	Large-Growth	29-Dec-2009	27,870.00	-1.15	1.52	0.97	53.29	12.55	15.72	17.71	17.34	BUY SIP
Quant Tax Plan(G)	Large-Growth	31-Mar-2000	106.05	3.83	9.04	20.36	122.60	24.88	22.72	14.73	14.57	BUY SIP
Canara Rob Equity Tax Saver Fund-Reg(G)	Large-Growth	02-Feb-2009	1,961.37	-0.91	1.19	-0.65	63.12	16.26	16.94	14.13	19.74	BUY SIP
Mirae Asset Tax Saver Fund-Reg(G)	Large-Growth	28-Dec-2015	6,934.49	0.03	2.11	2.80	74.64	16.05	21.12	NA	19.36	BUY SIP
Kotak Tax Saver Fund(G)	Large-Growth	23-Nov-2005	1,836.79	-1.18	0.92	4.30	61.86	13.24	15.48	12.83	12.24	BUY SIP
DSP Tax Saver Fund-Reg(G)	Large-Growth	18-Jan-2007	8,056.26	0.34	2.39	4.16	67.92	13.18	16.09	15.03	14.22	BUY SIP
BOI AXA Tax Advantage-Eco(G)	Large-Growth	25-Feb-2009	417.39	-0.35	5.24	7.98	69.64	13.08	19.06	15.07	19.50	BUY SIP
JM Tax Gain Fund(G)	Large-Growth	31-Mar-2008	52.53	-1.13	0.45	-1.37	70.33	11.89	16.47	13.54	6.61	BUY SIP
Union Long Term Equity Fund(G)	Large-Growth	23-Dec-2011	335.29	-1.48	0.39	0.15	60.00	11.29	12.13	NA	13.66	BUY SIP
BNP Paribas Long Term Equity Fund(G)	Large-Growth	05-Jan-2006	495.33	-1.01	0.28	-0.31	51.14	10.79	12.16	14.13	11.19	BUY SIP
ICICI Pru LT Equity Fund (Tax Saving)(G)	Large-Growth	19-Aug-1999	8,310.40	-0.80	0.43	0.57	61.19	10.58	12.85	13.33	19.53	BUY SIP
Invesco India Tax Plan(G)	Large-Growth	29-Dec-2006	1,512.41	-1.69	0.66	0.28	55.11	10.56	14.70	14.67	14.23	BUY SIP
PGIM India LT Equity Fund-Reg(G)	Large-Growth	11-Dec-2015	352.90	-0.47	2.59	2.53	64.14	10.54	14.27	NA	12.66	BUY SIP
SBI Long Term Equity Fund-Reg(G)	Large-Growth	31-Mar-1993	9,257.60	-0.52	2.35	0.47	61.14	9.45	11.64	12.22	15.49	BUY SIP
IDFC Tax Advt(ELSS) Fund-Reg(G)	Large-Growth	26-Dec-2008	2,988.35	NA	3.07	7.30	87.63	9.40	15.87	15.13	18.03	BUY SIP
Tata India Tax Savings Fund-Reg(G)	Large-Growth	13-Oct-2014	2,637.17	-1.66	0.31	-2.46	56.58	9.25	14.08	NA	13.56	BUY SIP
UTI MEPUS	Large-Growth	28-Mar-2003	2,084.98	-0.66	0.30	-0.88	58.97	8.78	12.80	11.28	17.63	BUY SIP
Mahindra Manulife ELSS Kar Bachat Yojana-Reg(G)	Large-Growth	18-Oct-2016	347.46	-0.99	1.08	3.57	61.39	8.67	NA	NA	9.39	BUY SIP
Franklin India Taxshield(G)	Large-Growth	10-Apr-1999	4,375.42	0.13	1.48	1.59	70.22	8.39	11.21	13.19	21.26	BUY SIP
Quantum Tax Saving Fund-Reg(G)	Large-Growth	23-Dec-2008	89.11	-0.93	1.23	0.61	65.51	8.01	11.31	11.74	16.28	BUY SIP
Taurus Tax Shield Fund-Reg(G)	Large-Growth	31-Mar-1996	74.85	-0.28	1.72	0.41	48.70	7.76	13.96	10.94	11.30	BUY SIP
Edelweiss Long Term Equity Fund (Tax Savings)-Reg(G)	Large-Growth	30-Dec-2008	164.60	-1.05	0.10	-1.01	55.19	7.40	11.61	12.15	15.39	BUY SIP
LIC MF Tax Plan(G)	Large-Growth	31-Mar-1998	335.18	-1.24	1.39	0.27	51.56	7.34	12.68	11.12	9.38	BUY SIP
Navi Long Term Advantage Fund-Reg(G)	Large-Growth	30-Dec-2015	62.27	-1.08	0.50	-0.19	52.76	7.27	11.14	NA	10.53	BUY SIP
Motilal Oswal Long Term Equity Fund-Reg(G)	Large-Growth	21-Jan-2015	2,048.02	-1.52	0.43	1.62	58.35	7.04	14.81	NA	13.41	BUY SIP
Principal Tax Savings Fund	Large-Growth	31-Mar-1996	503.43	-0.76	1.60	-1.28	62.25	6.84	14.51	13.92	15.81	BUY SIP
Baroda ELSS 96(G)	Large-Growth	02-Mar-2015	186.68	-1.30	0.71	2.01	63.08	6.57	11.01	NA	6.36	BUY SIP
HSBC Tax Saver Equity Fund(G)	Large-Growth	05-Jan-2007	169.44	-1.42	0.67	-1.43	56.65	6.34	12.08	12.47	11.12	BUY SIP
L&T Tax Advt Fund-Reg(G)	Large-Growth	27-Feb-2006	3,407.09	-0.28	0.89	3.29	58.56	6.03	13.12	12.25	13.42	BUY SIP
Aditya Birla SL Tax Relief '96(G)	Mid-Growth	10-Mar-2008	13,647.28	-1.74	-0.84	-2.12	39.95	5.89	12.16	13.41	10.73	BUY SIP
IDBI Equity Advantage Fund-Reg(G)	Large-Growth	10-Sep-2013	506.42	-1.00	0.60	-0.97	41.37	5.20	10.29	NA	16.27	BUY SIP
Sundaram Diversified Equity(G)	Large-Growth	02-May-2005	2,304.22	-0.69	0.31	-0.04	61.25	5.05	11.12	11.31	14.84	BUY SIP
Indiabulls Tax Savings Fund-Reg(G)	Large-Growth	28-Dec-2017	51.98	-1.05	-0.70	-1.82	44.39	4.81	NA	NA	3.77	BUY SIP
HDFC TaxSaver(G)	Large-Growth	31-Mar-1996	7,920.48	-0.62	0.90	-0.58	52.57	4.67	10.73	9.97	23.28	BUY SIP
Nippon India Tax Saver (ELSS) Fund(G)	Large-Growth	21-Sep-2005	11,219.23	-0.64	0.79	3.87	64.85	2.11	7.98	11.68	12.49	BUY SIP
Parag Parikh Tax Saver Fund-Reg(G)	Large-Growth	24-Jul-2019	179.45	0.36	3.32	3.64	70.01	NA	NA	NA	25.72	BUY SIP
ITI Long Term Equity Fund-Reg(G)	Large-Growth	18-Oct-2019	75.51	0.15	2.75	3.55	64.55	NA	NA	NA	19.08	BUY SIP
Shriram Long Term Equity Fund-Reg(G)	Large-Growth	25-Jan-2019	36.56	-0.59	0.66	-2.24	40.59	NA	NA	NA	12.69	BUY SIP

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