Axis long term equity fund pdf

Axis long term equity fund regular plan mutual fund. Jinesh gopani, who has been managing the scheme for. Axis long term equity fund is an openend growth fund incorporated in india. 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. 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. Since you are already investing in an equity oriented mutual fund scheme. Axis equity fund axis long term equity fund any fixed. The deadline to show investment details for fy18, i. 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. Find our live axis long term equity growth fund basic information. Funds that combine wealth creation with tax saving under section 80c. Jinesh gopani took over, the fund has been renamed as axis long term equity. Axislongtermequityfundg mutual fund nav and dividend history charts at axisdirect helps you understand the overall performance of axislongtermequityfundg in mutual funds market. 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. Regular regular and direct options of the funds are exactly same except commission to your mutual fund broker distributor. Axis long term equity fund is a equity elss fund and belongs to axis mutual fund. As per the latest corporate shareholdings filed, axis long term equity fund publicly holds 9 stocks with a net worth of over rs. 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. Longterm capital gains on equity oriented mutual funds are exempt up to an amount of rs. 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. Equitylinked savings scheme elss helps in it tax exemptions. Founded in 2009, axis mutual fund is sponsored by axis bank. Recommendations, and comparison with gold, stock,ulip etc. Axis long term equity fund regular plan mutual fund value. Axis long term equity gr category suggested horizon equity.

Name of scheme axis long term equity fund an open ended equity linked saving scheme with a statutory lock in of 3 years and tax benefit investment objective to generate income and long term capital appreciation from a diversified portfolio of predominantly equity and equity related securities. Investment should be based on your financial goals. 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. Jinesh is managing the axis long term equity fund since april 2011. As an investor you do not need to pay any additional fees to purchase any of these options. 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. Being an openended elss fund, the scheme attempts to create wealth in the long run by investing in equity shares of. Typically, if you have invested in a mutual fund scheme through your. It is an equity mutual fund that invests the major amount of the fund in equities and. Differentiation with existing open ended equity schemes as on april 30, 2018 contd. Axis long term equity fund growth direct plan mutual.

Axis bluechip fund nav, axis equity fund growth, returns. You have not mentioned your age, other investment details etc. 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 about 6070 per cent of the schemes portfolio consists of largesized companies, while 2030% is from the midcap basket, and the rest from the. It was launched on 01jan20 and currently has an aum of. The account statementfund holding statement will clearly state whether your mutual fund plan is regular or direct.

While taxsaving is the prime motive, there are various other factors that make this. I am investing 5k per month in axis long term equity. Axis long term equity fund is managed by jinesh gopani. Get latest nav, returns, sip returns, performance, ranks, dividends, portfolio, crisil rank, expert recommendations, and comparison.

By virtue of requirements under the elss, units issued under axis long term equity fund including the units issued under. Mutual fund distributor revenue structure axis bank. Axis long term equity fundregg explore latest information and updates on axis long term equity fundregg including performance, dividends, portfolio, investment details, etc. Axis mf downloads forms mutual funds online axis mf. Axis long term equity funds invest in equity mutual funds axis mf. These are shares held by axis long term equity fund as per the. 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. Axis asset management company limited investment manager this document is dated. The axis long term equity fund was earlier called as the axis tax saver fund.

The funds objective is to generate income and longterm capital appreciation. 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. Among elss schemes, which come with a threeyear lockin, axis long term equity fund has been a decent performer. Invest in axis long term equity fund online upstox.

March 31, is approaching and several investors may be considering taxsaving schemes of mutual funds. Guided by our commitment to responsibility, we aim to provide quality financial and investment s. 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. Jinesh gopani is an old hand of the axis mutual fund. Govt has smartly designed a mechanism to calculate ltcg using share price of 31st jan 2018 for. 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. If ones longterm capital gain in fy 201819 is rs 1. Nav, dividends, returns, portfolio complete track record of axis long term equity fund.

This scheme was made available to investors on 29 dec 2009. Common application form for equity and hybrid schemes axis mutual fund. Axis long term equity fund key information memorandum and application form 1. Axis long term equity fund growth is a equity mutual fund scheme launched by axis mutual fund.

Axis bluechip fund invests in large companies to achieve long term capital appreciation. Ltcg calculation, 31st jan 2018 share price list, tips and. Long term capital gains tax on equities and equity oriented mutual funds came back in budget 2018. Axis long term equity reg invest online pdf eqelss, 6. Axtaxsg quote axis long term equity fund bloomberg markets. Axis long term equity fund has been one of the most popular investment options within the elss segment. Axis long term equity fund portfolio axis mutual fund. Latest axis long term equity fund shareholdings and portfolio. Axis long term equity fund126% returns in 5 yrs latest. Axis long term equity fund an open ended equity linked saving scheme with a statutory lock in of 3 years and tax benefit. Direct vs regular mutual funds difference, why is direct.