Axis Mutual Fund
ELSS · Direct · Growth · Factsheet figures illustrative
Benchmark · Nifty 500 TRI
Axis Long Term Equity Fund is an open-ended elss scheme managed by Axis Mutual Fund. The objective is long-term capital appreciation through disciplined diversification.
Annualised returns versus benchmark — validate against official AMC factsheets before investing.
| Period | Fund CAGR | Benchmark | Active (illustrative) |
|---|---|---|---|
| 1 Year | +12.3% | +8.8% | +3.5% |
| 3 Years | +14.9% | +12.2% | +2.7% |
| 5 Years | +16.5% | +13.9% | +2.6% |
| Since inception | +14.0% | +11.6% | +2.4% |
Downside and volatility diagnostics — combine with horizon and liquidity needs when sizing allocations.
Std. deviation (3Y ann.)
17.2%
Higher dispersion implies wider NAV swings.
Beta vs benchmark
1.02
Category avg beta 1.05.
Sharpe (risk-adjusted)
1.03
Illustrative ratio — use alongside drawdowns.
Max drawdown (stress)
-23.9%
Peak-to-trough NAV decline on modelled history.
3Y alpha
+0.7%
Versus benchmark on illustrated methodology.
Top positions and sector sleeves — illustrative placeholder data; MFAPI does not provide portfolio holdings.
| Security | Sector | Weight % |
|---|---|---|
| Asian Paints Ltd. | Materials | 10.3% |
| Maruti Suzuki India Ltd. | Automobiles | 7.7% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | 14.5% |
| Hindustan Unilever Ltd. | Consumer Staples | 11.4% |
| Mahindra & Mahindra Ltd. | Automobiles | 12.3% |
| UltraTech Cement Ltd. | Materials | 11.8% |
| HDFC Bank Ltd. | Financial Services | 14.5% |
| Reliance Industries Ltd. | Energy | 9% |
Total expense ratio
0.65%
Category avg (demo)
0.73%
TER drag compounds silently — compare peer quartiles before locking mandates.
Lead fund manager
Managing strategy since 2016
Seasoned allocator with coverage across Indian equities and macro attribution frameworks.
Execution & risk oversight
Supporting desk since 2021
Focus on liquidity, derivatives overlays, and adherence to mandate guardrails.
Normalised NAV trajectory vs modelled benchmark — last 36 monthly ticks.
Approved community reviews appear first when logged-in investors contribute; demo cards fill out the grid for illustration.
Authenticated users only. Submissions stay pending until an admin approves them — one review per fund per account.
Investor G
2026-05-15
Clean disclosure layout — finally see TER and risk together.
Investor H
2026-08-15
Good ELSS context without pushing products.
Investor E
2026-03-15
Charts load instantly on fibre — impressive polish.
Axis Long Term Equity Fund
Research-only · No transactions