Axis Long Term Equity Fund-Reg(IDCW)

29.52 0.15 (0.50%) NAV as on 16-Sep-21
Fund Family:Axis Mutual Fund
Fund Class:Equity - ELSS

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return15.1422.6661.2718.2317.5218.71
Category Avg12.1420.9755.7015.7517.5216.97
Category Best10.297.004.5719.8818.4924.63
Category Worst0.82-6.06-25.916.447.59-16.80
SENSEX12.6517.4350.4815.8015.64-
BSE20011.5419.7655.1815.6315.20-
NIFTY11.8118.2451.9215.2514.96-

* 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
20219.59NANA2.35
202012.487.2927.62-21.74
20194.822.195.082.02
20186.65-2.772.59-3.49
20176.035.727.9613.58
20167.905.01-8.07-4.66

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202020.53156817.92
201914.8347210.38
20182.673750.82
201737.44316834.97
2016-0.6955625.37

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)58.9228-Mar-1478.8835.1825.8326.77
SBI Tax advantage Fund-II(G)81.8909-Apr-1277.531.1324.5424.85
Quant Tax Plan(G)215.0431-Mar-0085.6530.4623.8415.36
BOI AXA Tax Advantage Fund-Reg(G)103.3227-Feb-0965.6623.8820.6320.43
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]18.4841
Semi Standard Deviation [%]0.6209
Beta [%]0.8383
Sharp Ratio [%]0.9985
R-Square [%]0.8932
Expense Ratio [%]1.6100
AVG Ratio [%]0.1712
Other Ratios
Jenson Ratio [%]0.0557
Treynor Ratio [%]0.2266
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0993
SORTINO Ratio [%]0.2580

Return Calculator

MARKET STATS As on 16/09/2021 As on 16/09/2021

17629.50 (0.63) 59141.16 (0.71)

TOP GAINERS

Company Price Change Gain (%)
Vodafone Idea11.252.3025.70
Easy Trip Planners648.45106.1019.56

TOP LOSERS

Company Price Change Loss (%)
APL Apollo Tubes956.15-902.95-48.57
TPL Plastech192.15-146.35-43.23

Portfolio Comparison

MUTUAL FUND ACTIVITY