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Yogi Zone

Useful articles for your finance management by our team of experts

Mutual Fund Review – Axis Long Term Equity

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Fund Name: Axis long term equity (G)

Ranked #1 by CRISIL

Category: ELSS

Expense Ratio: 2.85%

Risk Level: Low

Benchmark: BSE 200

Objective: To generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related Securities.

Returns (Annualized)

1-Year3-Year5-Year
13.73%9.47%NA

Our Review

Axis long term equity fund (G) has made its inception in the year 2009. Since inception, it has given returns of 14.36% annualized. It has managed to beat the benchmark index comprehensively in the 1 and 3 year returns category.

Top 5 holdings of the fund include L&T, HDFC bank, Kotak Mahindra bank, HDFC and TCS. It invests more than 95% of the amount into equities with predominantly into large cap stocks. The fund has diversified investments and has good potential in the future.

 

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