Get latest updates on top holdings, nav, mutual fund risk return analysis, fund manager details, comparision with other peers and portfolio allocation of axis long term equity. Index how to read a factsheet equity funds debt funds hybrid funds navs load structure and minimum investment amount annexures. Investing in mutual fund holds a lot of benefits and can also help in reducing the risk by investing across diverse portfolios. Find our live axis long term equity growth fund basic information. Axis long term equity funds invest in equity mutual. Axis long term equity fund to generate income and long term capital appreciation from a diversified portfolio of predominantly equity and equity related securities. The method box reveals a funds investment strategy. Get complete research on axis long term equity fund growth option direct plan. Jinesh gopani is the current fund manager of axis long term equity fund growth fund. Recommendations, and comparison with gold, stock,ulip etc.
Membership home portfolio mutual funds equities personal finance tools archives videos adviser ask morningstar. Axis long term equity fund as a tax saving fund is quite popular equity linked savings scheme elss among investors to fulfill dual purpose of tax savings under section 80c and wealth creation over the long term. Axis equity fund 6 axis focused 25 fund 7 axis midcap fund 8 axis long term equity fund 9 axis enhanced arbitrage fund 10 fixed income outlook 11 axis liquid fund 12 axis dynamic bond fund 15 axis regular savings. Axis long term equity fund axis capital corporation. Investors are advised to seek professional advice from financial, tax and legal advisor before investing. May 25, 2018 axis long term equity fund is the largest elss tax saving fund in india this tax saver has assets worth rs 17,852 crore managed by mr. Check detailed stocks and debt portfolio holding, changes in portfolio, list of stocks boughtsold, risk analysis of debt holding. Axis long term equity fund direct plan dividend reinvestment option. Axis long term equity fund 500 500 not applicable nil debt schemes axis regular saving fund 5000 12 months if redeemed switched out within 12 months from the date of allotment. Enter your folio number or pan number and get your mutual fund account statement mailed to your email id registered with axis mutual fund.
The fund performance is calculated based on navtonav using time weighted rate of return twrr method. Axis long term equity fund is only the name of the scheme and does not in any manner indicate either the quality of the scheme or its future prospects and returns. Axis long term equity fund growth is a equity mutual fund scheme launched by axis mutual fund. Mutualfundindia has a dedicated factsheet section which provides detailed factsheet for different fund across various mutual fund categories. Axis long term equity fund is a equity elss fund and belongs to axis mutual fund. Helps deliver longterm growth by investing in both largecapgrowth and.
The long term care etf old seeks investment results that correspond generally to the performance, before fees and expenses, of an index which is designed to track the performance of companies globally that are positioned to profit from providing long term care to the aging population, including companies owning or operating senior. Principal hybrid equity fund direct plan growth option. Axis midcap fund 9 axis long term equity fund 10 fixed income outlook 12 axis liquid fund axis dynamic bond fund 16 axis strategic bond fund 18 axis credit risk fund 19 axis banking and psu debt fund 21 axis equity saver fund 23 axis regular saver fund 25 axis. I am investing 5k per month in axis long term equity mutual. Mar 31, 2020 get complete research on axis long term equity fund growth option regular plan. Uti long term advantage fund ser ii not open for sale sectoral breakdown % as compared to benchmark investment objective the investment objective of the scheme is to provide medium to long term capital appreciation along with income tax benefit. It was launched on 01jan20 and currently has an aum of.
Invesco india ultra short term fund invesco india short term fund invesco india credit opportunities fund invesco india medium term bond fund invesco india corporate bond opportunities fund invesco india gilt fund long duration plan invesco india active income fund invesco india bank debt fund fund of funds invesco india pan european equity fund. Axis long term equity fund performance axis mutual. Get information about fund performance, fund factsheet, top holdings companysector, top 5 sectors, asset allocation, market capitalisation, valuation metrics, quarterly returns, fund managers for axis long term equity fund direct plan at the economic times. We maintain a moderately constructive view on risk assets over the next 12 to 18 months. Axis long term equity fund regular plan mutual fund. Performance of the fund is expected to be driven by preservation of capital in weak markets and driven by solid returns in rising markets. Fund overview designed to provide high total return primarily through a portfolio of u. Fund manager updated portfolio more frequently than peers in last 1 year. It may not equal the fund s actual income distribution rate, which reflects the fund s past dividends paid to shareholders. Axis mutual fund manager, axis mutual fund application form. Get information about fund performance, fund factsheet, top holdings companysector, top 5 sectors, asset allocation, market capitalisation, valuation metrics, quarterly returns, fund managers for axis long term equity fund at the economic times. The fund s objective is to generate income and long term capital appreciation. Actual fund performance is also net of other fund operating expenses of 0.
Sep, 2016 investment should be based on your financial goals. The objective of the fund is to generate income and long term capital appreciation from a diversified portfolio of predominantly equity and equity related securities. Mutual funds investment planning mutual funds online axis mf. Advisorkhoj develops innovative mutual fund research tools that help you in your mutual fund investments. Existing mutual fund investors can access their axis mutual fund account online using this login page. Axis long term equity fund 5 value research 10826 879910826 axis mutual fund the scheme aims to generate regular long term capital growth from a diversified portfolio of equity and equity related. Mar 31, 2020 get complete research on axis long term equity fund growth option direct plan. The fund s 30day standardized yield is calculated using the net income interest and dividends per share earned over a trailing 30day period annualized, divided by the fund s share price at the end of that period. Is axis long term equity mutual fund still a good choice. That is why you need to keep an eye out for fund manager changes. Shares of columbia global strategic equity fund are expected to reorganize and. Government money fund class r6 inception date is the first day it commenced offering such shares. The fund currently has an asset under managementaum of. The factsheet contains our cio, rajeev thakkars elaboration on why we have purchased amazon.
Assuming the investor falls in the highest tax bracket. Axis long term equity fund growth direct plan mutual. Find overview, fund performance, and portfolio details on the columbia select. Axis long term equity fund is an openended equity linked savings scheme with a 3 year lockin. Nav, dividends, returns, portfolio complete track record of axis long term equity fund. To make a lump sum investment new applicants existing investors if you are not kyc certified use form 1 only use form 1 only also submit kyc application form to make an sip investment use. Axis mf downloads forms factsheets brochures market. Axis midcap fund 9 axis long term equity fund 10 fixed income outlook 12 axis liquid fund axis dynamic bond fund 16 axis strategic bond fund 18 axis credit risk fund 19 axis banking and psu debt fund 21 axis equity saver fund 23 axis regular saver fund 25 axis childrens gift fund 26. Jinesh gopani took over, the fund has been renamed as axis long term equity. If number of stars are higher then relative performance was. Get latest updates on top holdings, nav, mutual fund risk return analysis, fund manager details, comparision with other peers and portfolio allocation of axis long term equity fund growth option regular plan. Parag parikh long term equity fund pltef is an open ended equity oriented scheme with flexibility to invest a minimum of 65% in indian equities and up to 35% in overseas equity securities and domestic debt money market securities. Axtaxsg quote axis long term equity fund bloomberg markets. Axis focused 25 fund regular plan mutual fund value.
Axis long term equity fund about 6070 per cent of the schemes portfolio consists of largesized companies, while 2030% is from the midcap basket, and the rest from the smallcap universe. Get latest updates on top holdings, nav, mutual fund risk return analysis, fund manager details, comparision with other peers and portfolio allocation of axis long term equity fund growth option direct plan. However, there can be no assurance that the investment objective of the scheme will be achieved. Approach lanalyzes company prospects over the upcoming eight years to evaluate long term. Axis long term equity fund is an openend growth fund incorporated in india. This scheme was made available to investors on 29 dec 2009. Constructs portfolios with longterm strategic target allocations and shorter. Nsepx columbia select large cap equity fund columbia. The performance of mutual fund mostly depends on the fund manager. With this if you are looking to apply for mutual funds, make sure you fulfil the following requirements for mutual fund investments through axis bank. Please note that as per amfi guidelines for factsheet, the ratios are c. Axis equity fund axis long term equity fund axis income saver axis triple advantage fund axis midcap fund how to use this form. Oct 19, 2018 for franklin mutual series funds, franklin international small cap growth fund and franklin pelagos commodities strategy fund, the inception date for classes a, c, r and r6 shares is the funds oldest class, z or advisor, inception date. The sponsor is not responsible or liable for any loss resulting from the operation of the scheme beyond the initial contribution of rs.
Axis mutual funds india start investing in mutual funds. You have not mentioned your age, other investment details etc. To generate long term capital appreciation along with current income from a combined portfolio of equity and debt market instruments. The longshort equity fund seeks to maximize returns with low correlation to equity markets and other asset classes. Please note that as per amfi guidelines for factsheet, the ratios are calculated based on. Get the latest information on axis mutual fund schemes, returns, latest nav, ratings. Axis long term equity fund is an openended equity linked saving scheme elss with a compulsory lockin period of three years and comes with tax benefits. Get complete research on axis long term equity fund growth option regular plan. Since you are already investing in an equity oriented mutual fund scheme through sip, i assume your risk appetite is high.
Axis long term equity fund growth regular plan mutual. The vertical axis shows the market capitalization of the stocks owned, and the horizontal axis shows investment style value, blend, or growth. Currently all performance results are net of the highest management fee for this fund of 0. Ngpax columbia global strategic equity fund columbia. To generate income and long term capital appreciation from a diversified portfolio of predominantly equity and equity related securities. Target longterm capital growth by investing in a concentrated portfolio of large companies. Get detailed portfolio analysis for axis long term equity fund. Axis short term fund 4 value research 10857 879910857 axis mutual fund the fund seeks to generate reasonable return commensurate with low risk and high degree of liquidity from a portfolio of money. Axis long term equity fund, an equity linked saving scheme elss. Approach lanalyzes company prospects over the upcoming eight years to evaluate longterm sustainable earnings growth potential lresearchdriven approach that focuses on identifying the most undervalued stocks in each sector. Investec world axis funds are established as protected cells of investec world axis pcc limited, a company registered in guernsey and approved under the collective investments schemes control act 45 of 2002. The morningstar style box background the morningstar style boxtm was introduced in 1992 to help investors and advisors determine the investment style of a fund. Axis long term equity fund direct plan performance.
Axis long term equity fund as a tax saving fund is quite popular equitylinked savings scheme elss among investors to fulfill dual purpose of tax savings under section 80c and wealth creation over the long term. Longshort equity fund highland capital management fund. Log in to your account by using your email id and password. Axis long term equity fund g scheme is an elss funds programme, which is managed by jinesh gopani, one of the best fund managers of axis mutual fund. Axis long term equity fund126% returns in 5 yrs latest nav. Parag parikh long term equity fund pltef is an open ended equity oriented scheme with flexibility to invest a minimum of 65% in indian equities and up to 35% in overseas equity securities and domestic. Axis long term equity fund g is an openended strategy with a threeyear lockin period, its aims to generate capital appreciation in the long term horizon with a welldiversified portfolio. Axis long term equity fund growth portfolio axis mutual.
Get latest nav, returns, sip returns, performance, ranks, dividends, portfolio, crisil rank, expert recommendations, and comparison. Axis bluechip fund regular plan mutual fund value research. Based on fy 1718 for indian residents below the age of 60, tax savings may vary depending on the applicable tax slab. Invest in axis long term equity fund online upstox mutual. World axis only the best fund managers worldwide investec. 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. Invest in axis long term equity fund online upstox. Axis fixed term plan series 106 296 days regular growth. Dec 03, 2015 the axis long term equity fund was earlier called as the axis tax saver fund. Jinesh gopani took over, the fund has been renamed as axis long term equity fund. For equity funds the vertical axis shows the market capitalization of the stocks owned and the horizontal axis shows investment style value, blend, or growth. Ammalaysia equity the fund provides longterm capital appreciation by investing in. The axis long term equity fund was earlier called as the axis tax saver fund.
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