Axis Long Term Equity IDCW Reinvest Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house

Axis Long Term Equity IDCW Reinvest Direct Plan

NAV
₹46.5832
+0.75%
(30 Nov)
AUM
31,624 Cr
TER
0.77%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+17.1%
+11.6%
+7.9%
+7.3%
+5.8%
-8.5%
3Y
+40.3%
+24.3%
+20.6%
+17.1%
+24.8%
+11.7%
5Y
+23.7%
+12.8%
+13.8%
+10.8%
+13.3%
+11.2%
ALL
+21.1%
+17.4%
+13.7%
+18.7%
+16.7%
+17.3%
VOL
18.6%
18.1%
16.0%
-
16.9%
16.8%
TER
0.6%
0.7%
1.6%
-
1.3%
0.8%
AUM
₹2,127 Cr
₹3,986 Cr
₹576 Cr
-
₹676 Cr
₹31,624 Cr
INFO
1.13
0.96
0.86
-
0.99
1.03
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Axis Long Term Equity IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Oct
Top holdings
Avenue Supermarts Ltd
9.7%
Bajaj Finance Ltd
9.4%
Kotak Mahindra Bank Ltd
7.1%
Tata Consultancy Services Ltd
7.0%
Nestle India Ltd
6.1%
Info Edge (India) Ltd
5.3%
Pidilite Industries Ltd
5.3%
Housing Development Finance Corp Ltd
5.0%
Bajaj Finserv Ltd
4.9%
Divi's Laboratories Ltd
4.7%
Top industry exposure
Financial Services
33.3%
Consumer Defensive
15.8%
Basic Materials
11.8%
Consumer Cyclical
10.2%
Technology
8.5%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
18%
Lock-in period
3Y
Exit load
No exit load
Fund 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.
Fund manager(s)
Jinesh Gopani

FAQs