AXIS LONG TERM EQUITY FUND-REG(G)

Product name Return type 1 yr(%) 3 yr(%) 5 yr(%)

AXIS LONG TERM EQUITY FUND-REG(G)

market linked -11.72 % 20.05 % 8.83 %

BenchMark : NIFTY 500 - TRI

BenchMark Return -0.93 33.50 11.59

Value of Rs. 1,00,000 Invested

current value 88280 173016 152666
scheme objective 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.
Category Mutual Fund > Equity > ELSS
Fund Type Open Ended
Fund Manager Jinesh Gopani
Minimum Amount for Lumpsum Investment (Rs.) 500
Minimum Amount for SIP Investment (Rs.) 1000
Nav Date 23/03/2023
Nav 60.17
AUM (Cr.) 28754.21
AUM Date 28/02/2023
Expense Ratio Currently 2
Expense Ratio Date Currently 29/09/2020
Modified Duration(Yrs) -
Modified Duration Date(Yrs) -
YTM -
YTM Date -
Entry Load NIL
Exit Load Nil
Tax Treatment of Income 15% short term capital gains tax, 10% long term capital gains tax on incremental gains above 1 Lac in a given financial year.
Tax Benefit on Investment Available under section 80C of Income Tax Act.
Withdrawal Anytime
Pros Multicap, Aggressive, Consistent Performance
Cons
Risk Factor All investments in mutual funds are subject to market risks and the NAV of the schemes may go up or down depending upon the factors and forces affecting the securities market and there can be no assurance that the fund's objectives will be achieved. Past performance of the Fund does not indicate the future performance of the Schemes of the Fund.
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