Axis Long Term Equity Fund Growth
Medium
Risk
Equity
Elss Fund
+
9.05
%
9.05
%
3Y annualised
+
0.45
%
0.45
%
1D
1M
6M
1Y
3Y
All
Fund size
33526
NAV:
Mar 7, 2024
81.3477
Sector
Tech
Type
Equity
Launched
Dec 2009
Min Investment
500
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Tata Consultancy Services Ltd
7.06
%
Bajaj Finance Ltd
6.33
%
Torrent Power Ltd
6.08
%
Avenue Supermarts Ltd
5.55
%
Nestle India Ltd
5.13
%
Info Edge (India) Ltd
4.76
%
HDFC Bank Ltd
4.5
%
Divi's Laboratories Ltd
3.96
%
Pidilite Industries Ltd
3.86
%
Cholamandalam Investment and Finance Co Ltd
3.75
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
No exit loads
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Axis Long Term Equity Fund Growth
More details
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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
Monthly SIP
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* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
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