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Asset Size:20292Cr
Expense Ratio:1.74%
Fund Manager(s):Jinesh Gopani,
5year Returns:6.81%

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Axis Long Term Equity Growth

Axis       

Tax Savings
ELSS (Tax Savings)

Nav : 43.6378 ( 0.19%) July 15th, 2020

People currently viewing this : 1

Rank (of 245)

1

Annualized Returns(5 yrs)

6.81%

Investment Horizon

>3 Yr

Doubled Money

10yrs 7m

Returns since December 29th, 2009

15%

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

31.3L

Projected Maturity Amount

88.4L

Axis     

Tax Savings
ELSS (Tax Savings)

Nav : 43.6378 ( 0.19%) July 15th, 2020

People currently viewing this : 1

Upwardly's Take :

Over the years, ELSS funds have given the best returns out of all the tax saving instruments under 80 C like PF, FDs, ULIPs, Post office deposits, KVP etc. This fund has a lock-in for 3 years.

Ideal for medium-term to long term goals. Invest in this fund to maximize your returns for a foreseeable future.

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

31.3L

Projected Maturity Amount

88.4L

Rank (of 245)

1

Annualized Returns(5 yrs)

6.81%

Investment Horizon

>3 Yr

Doubled Money

10yrs 7m

Returns since December 29th, 2009

15%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

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.

Basic Details
Fund House
Axis
Launch Date
December 29th, 2009
Expense Ratio
1.74%
Fund Category Risk
High
Std Dev (1Yr)
27.593
Std Dev (3Yr)
19.373
Std Dev (5Yr)
17.082
Asset Size
20292Cr
Investment Details
Investment Plan
Growth
Return since Launch
15 %
Exit Load
No Exit Load
Contact Details
Fund Manager(s)
Phone No.
+91 22 43255161