Neither axis mutual fund, axis mutual fund trustee limited nor axis asset management company limited, its directors or associates shall be liable for any damages including lost revenue or lost profits that may arise from the use of the information contained herein. Axis long term equity fundregg explore latest information and updates on axis long term equity fundregg including performance, dividends, portfolio, investment details, etc. These are shares held by axis long term equity fund as per the. Is axis long term equity mutual fund still a good choice. It is an equity mutual fund that invests the major amount of the fund in equities and. Hi, i started axis long term equity fund growth sip elss on 15th every month from may 2014 for rs. Axis long term equity reg invest online pdf eqelss, 6. Founded in 2009, axis mutual fund is sponsored by axis bank. Axis long term equity fund has been one of the most popular investment options within the elss segment. Among elss schemes, which come with a threeyear lockin, axis long term equity fund has been a decent performer. Mutual fund distributor revenue structure axis bank. For them, an equitylinked savings scheme elss may be a good option. Get information about portfolio, fund manager, hdfc mf basic attributes like fund type, fund category, entry load, exit load, benchmark etc for axis long term equity fund at the economic times.
Axis equity fund axis long term equity fund any fixed. Redemption will be made prior to the expiry of the aforesaid 3 three years period only in the event of the death of a unit holder, subject to the units having been held for a period of 1 one year from the date of their allotment. Axis long term equity fund growth is a equity mutual fund scheme launched by axis mutual fund. Axis long term equity fund key information memorandum and application form 1. Invest in axis long term equity fund online upstox.
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. Common application form for equity and hybrid schemes axis mutual fund. The account statementfund holding statement will clearly state whether your mutual fund plan is regular or direct. 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. 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. If ones longterm capital gain in fy 201819 is rs 1. 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. Axis long term equity fund regular plan mutual fund value.
Axtaxsg quote axis long term equity fund bloomberg markets. Axis long term equity fund is an openend growth fund incorporated in india. Long term capital gains tax on equities and equity oriented mutual funds came back in budget 2018. As per the latest corporate shareholdings filed, axis long term equity fund publicly holds 9 stocks with a net worth of over rs. Funds that combine wealth creation with tax saving under section 80c. Axis long term equity fund portfolio axis mutual fund. The axis long term equity fund was earlier called as the axis tax saver fund. Axis long term equity funds invest in equity mutual funds axis mf. Axis equity fund this product is suitable for investors who are seeking capital appreciation over long term investment in a diversified portfolio predominantly consisting of equity and equity related instruments high risk brown axis long term equity fund an openended equitylinked savings scheme with a 3 year lock in. Jinesh gopani took over, the fund has been renamed as axis long term equity.
Jinesh gopani is an old hand of the axis mutual fund. Axis long term equity fundregg axis long term equity. Longterm capital gains on equity oriented mutual funds are exempt up to an amount of rs. Axis long term equity fund an open ended equity linked saving scheme with a statutory lock in of 3 years and tax benefit. Axislongtermequityfundg mutual fund nav and dividend history charts at axisdirect helps you understand the overall performance of axislongtermequityfundg in mutual funds market. Looking for tax saving investments, axis mutual fund is here with longterm equity funds. Axis long term equity fund has been one of our recommended tax saving funds since 20 and till date continues to clear all the filters in our model. Jinesh is managing the axis long term equity fund since april 2011. Direct vs regular mutual funds difference, why is direct. 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 securities. Jinesh gopani, who has been managing the scheme for. Typically, if you have invested in a mutual fund scheme through your.
Govt has smartly designed a mechanism to calculate ltcg using share price of 31st jan 2018 for. Recommendations, and comparison with gold, stock,ulip etc. Axis mf downloads forms mutual funds online axis mf. Ltcg calculation, 31st jan 2018 share price list, tips and. Axis long term equity fund an openended equity linked savings scheme with a 3 year lockin nil exit load performance as on 30th november 2017 dividends options record.
Being an openended elss fund, the scheme attempts to create wealth in the long run by investing in equity shares of. I am investing 5k per month in axis long term equity. Get latest nav, returns, sip returns, performance, ranks, dividends, portfolio, crisil rank, expert recommendations, and comparison. Name of scheme axis long term equity fund an openended equity linked savings scheme with a 3 year lockin investment objective to generate income and long term capital appreciation from a. As an investor you do not need to pay any additional fees to purchase any of these options.
Axis long term equity fund126% returns in 5 yrs latest. You have not mentioned your age, other investment details etc. Axis long term equity fund growth direct plan mutual. Axis long term equity gr category suggested horizon equity. Axis long term equity gr iisl nifty 500 pr inr trailing returns period inv bmk1 3 months 6 months 1 year 2 years 3 years 5 years 9. Nav, dividends, returns, portfolio complete track record of axis long term equity fund. 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. Axis long term equity fund is managed by jinesh gopani. Latest axis long term equity fund shareholdings and portfolio. Investment should be based on your financial goals. While taxsaving is the prime motive, there are various other factors that make this.
Since you are already investing in an equity oriented mutual fund scheme. March 31, is approaching and several investors may be considering taxsaving schemes of mutual funds. Axis bluechip fund erstwhile known as axis equity fund g is a growthoriented mutual fund programme which is launched on january 05, 2010 and is formulated. Find our live axis long term equity growth fund basic information. Guided by our commitment to responsibility, we aim to provide quality financial and investment s. Equitylinked savings scheme elss helps in it tax exemptions. It was launched on 01jan20 and currently has an aum of. Axis bluechip fund invests in large companies to achieve long term capital appreciation. Axis asset management company limited investment manager this document is dated. By virtue of requirements under the elss, units issued under axis long term equity fund including the units issued under. Axis long term equity fund regular plan mutual fund.