Axis Long Term Equity Fund-Reg(G)

68.51 -1.26 (-1.81%) NAV as on 27-Jan-22
Fund Family:Axis Mutual Fund
Fund Class:Equity - ELSS

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return-10.520.9818.1818.7516.3617.26
Category Avg-4.546.9728.3018.1816.3615.72
Category Best10.297.004.5719.8818.4924.63
Category Worst0.82-6.06-25.916.447.59-16.80
SENSEX-6.328.9420.8116.7115.49-
NIFTY-6.048.6622.5016.6514.64-

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
20219.5913.46-2.152.35
202012.487.2827.62-21.75
20194.832.195.082.02
20186.65-2.772.59-3.49
20176.035.727.9613.58

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202124.545966NA
202020.521568NA
201914.83472NA
20182.67375NA
201737.443168NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
SBI Tax Advantage Fund-III-Reg(G)56.9128-Mar-1447.7137.2325.7724.83
Quant Tax Plan(G)219.6231-Mar-0056.9335.2824.0215.19
SBI Tax advantage Fund-II(G)80.2309-Apr-1247.734.4923.8823.57
SBI LT Advantage Fund-II-Reg(G)26.8701-Apr-1547.9227.7718.3815.53
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]19.0419
Semi Standard Deviation [%]0.6112
Beta [%]0.8732
Sharp Ratio [%]0.2713
R-Square [%]0.8837
Expense Ratio [%]1.6400
AVG Ratio [%]0.0711
Other Ratios
Jenson Ratio [%]0.0046
Treynor Ratio [%]0.0654
Turnover Ratio [%]0.3500
FAMA Ratio [%]0.0188
SORTINO Ratio [%]0.0984

Return Calculator

MARKET STATS As on 27/01/2022 As on 27/01/2022

17110.15 (-0.97) 57276.94 (-1.00)

TOP GAINERS

Company Price Change Gain (%)
TV18 Broadcast58.509.7520.00
EmkayGlobal Finl.Ser129.2021.1519.57

TOP LOSERS

Company Price Change Loss (%)
Torrent Pharma2683.50-477.50-15.11
Zomato90.50-9.95-9.91

Portfolio Comparison

MUTUAL FUND ACTIVITY