Axis long term equity fund one pager pdf

Axis mf downloads forms factsheets axis mutual funds. Axis long term equity fund as a tax saving fund is quite popular equitylinked savings scheme elss among investors to fulfill dual purpose of tax savings under section 80c and wealth creation over the long term. Dec 03, 2015 the axis long term equity fund was earlier called as the axis tax saver fund. However, there can be no assurance that the investment objective of the scheme. Some of the prominent schemes of axis bank mutual fund include axis long term equity fund, axis mid cap fund, and so on. An equity linked savings scheme elss is an openended equity mutual fund that doesnt just help you save tax but also gives you an opportunity to grow your money. It offers services like wealth management, lending solutions, legacy planning and more.

Axis long term equity fund an openended equitylinked savings scheme with a 3 year lockin continuous offer for units at nav based prices this product is suitable for investors who are seeking. Axis long term equity fund126% returns in 5 yrs latest. Aims to generate alpha with a diversified portfolio of stocks. 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. Only one asset can be added for purpose of comparison. Investor can select only one option either payout or reinvestment in. The fund s objective is to generate income and long term capital appreciation. Axis long term equity fund126% returns in 5 yrs latest nav. Axis multicap fund regular plan 34709 879934709 axis mutual fund the scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments across market capitalization by targeting undervalued companies that offer opportunities to generate superior capital gains from a mediumtolong term perspective. Axis mutual fund launches axis retirement savings fund the. Elss equity linked saving scheme mutual funds are tax saving instruments.

Burgundy banking premium banking services by axis bank for high net worth individuals. Is axis long term equity mutual fund still a good choice. Get latest nav, returns, sip returns, performance, ranks, dividends, portfolio, crisil rank, expert recommendations, and comparison. These investors may be retail or institutional in nature. Axis long term equity fund g is an openended strategy with a threeyear lockin period, its aims to generate capital appreciation in the long term. Axis long term equity funds invest in equity mutual funds axis. Get latest nav, returns, sip returns, performance, ranks, dividends, portfolio, crisil rank, expert recommendations, and comparison with gold, stock,ulip etc. Mutual funds investments for nris helps in long term financial planning. Within just two years of his management, the axis long term.

May 25, 2018 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. Axis mutual fund has announced the launch of a new scheme, called axis. Axis equity fund axis long term equity fund axis income saver axis triple advantage fund axis midcap fund how to use this form. Sbi focused equity fund previously known as sbi emerging businesses fund. Principal hybrid equity fund direct plan growth option. Axis long term equity fund is an open ended equity linked savings scheme with a 3 year lock in. Equity funds debt funds balanced funds tax saving funds sip liquid funds credit risk funds bust myths about best mutual funds. Praveen tadiparthi axis long term equity fund is an equity linked savings scheme or a taxsaving mutual fund scheme that has an impressive performance record. 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 diversified portfolio of predominantly equity and equity related securities. With this if you are looking to apply for mutual funds, make sure you fulfil the following requirements for mutual fund investments through axis. Being an associate company of indias premier and most trusted brand, lic mutual fund is one of the well known players in the asset management sphere. Existing mutual fund investors can access their axis mutual fund account online using this login page. With no extra chargespenalties to pay for redemption 2. Name of the fund manager product labelling scheme riskometer.

Axis mutual fund offers nearly 50 mutual fund schemes across various categories in order to cater the diverse and growing requirements of the individuals. This scheme was made available to investors on 29 dec 2009. Read more about the motilal oswal equity funds, investment philosophy. Jul 11, 2016 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. Parag parikh long term equity fund growth, na, 2448. Everything you wanted to know about elss an elss is a diversified equity fund a mutual fund that invests in stocks and is not concentrated in a sector or market category, and is thus a less risky way to invest in the market with a threeyear lockin. Dec 11, 2017 is it the best option to invest or do i need to change to some other mutual fund scheme. Since you are already investing in an equity oriented mutual fund scheme through sip, i assume your risk appetite is high. Axis long term equity fund growth is a equity mutual fund scheme launched by axis mutual fund.

There could be other longterm goals such as starting your own business after 10 years. This document represents the views of axis asset management co. Investment in securities market are subject to market risks, read all the related documents carefully before investing this is to notify and alert our clients and other stakeholders about the. Jinesh gopani is the current fund manager of axis long term equity fund growth fund. 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. Builds a portfolio keeping in mind risk and reward by containing mistakes and navigating volatile stock movements. Jinesh gopani is the current fund manager of axis long term. Axis equity advantage fund series 2 regular plan nav.

Looking for tax saving investments, axis mutual fund is here with long term equity funds. Get the complete details of axis long term equity fund regg with fundzbazar for complete information of nav, fundz performance updates, dividends, rolling returns, market, scheme, fund, portfolio management. I am investing 5k per month in axis long term equity. The information and data contained in this website do not constitute distribution, an offer to buy or sell or solicitation of an offer to buy or sell any schemesunits of bnp paribas mutual fund in any jurisdiction in which such distribution, sale or offer is not authorised. The fund has consistently outperformed its benchmark and delivered well above categoryaverage returns see graph. 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. Jinesh gopani is an old hand of the axis mutual fund. Investing in mutual fund holds a lot of benefits and can also help in reducing the risk by investing across diverse portfolios. Axis equity advantage fund series 1 direct plan nav.

Tax saving mutual funds equity linked saving scheme elss. Axis long term equity fund regular plan mutual fund. 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. Tax benefit with wealth creation saves tax under section 80c of income tax act, 1961 up to 30,900 per year. Better returns could be iust a long term nvestment away. Download mutual fund leafletbrochure motilal oswal mutual. Large cap fund best large cap equity fund in india mirae asset. Long term equity fund an openended equity linked savings scheme with a 3 year lockin relax. However, there can be no assurance that the investment objective of the scheme will be achieved.

The performance of mutual fund mostly depends on the fund manager. Axis long term equity fund 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 under section 80c. 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. I am investing 5k per month in axis long term equity mutual. While taxsaving is the prime motive, there are various other factors that make this fund a popular choice. 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 smallcap universe. Axis long term equity fund performance axis mutual fund. Equity funds debt funds balanced funds tax saving funds sip liquid funds credit risk funds bust myths about best mutual funds etc. You can invest in elss to take the benefit of tax deduction us 80c. To generate income and long term capital appreciation from a diversified portfolio of predominantly equity and equityrelated securities. Axis multicap fund regular plan 34709 879934709 axis mutual fund the scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments across market capitalization by targeting undervalued companies that offer opportunities to generate superior capital gains from a mediumto long term.

Invest in axis long term equity fund online upstox mutual. Axis long term equity fund g is an openended strategy with a threeyear lockin period, its aims to generate capital appreciation in the long term horizon with a welldiversified portfolio. Is axis long term equity mutual fund still a good choice for. Axis long term equity funds invest in equity mutual.

Axis long term equity fund direct plan dividend payout option. Mar 14, 2017 axis long term equity fund has been one of the most popular investment options within the elss segment. Within just two years of his management, the axis long term equity fund started to glaze. Axis long term equity fund is managed by jinesh gopani. Axtaxsg quote axis long term equity fund bloomberg markets. Get latest nav, dividends, returns, portfolio, sip returns. Jinesh gopani took over, the fund has been renamed as axis long term equity fund. Axis long term equity funds invest in equity mutual funds axis mf. To make a lump sum investment new applicants existing investors if you are not kyc certified use form 1 only use form 1 only also submit kyc application form to make an sip investment use. You have not mentioned your age, other investment details etc. International equity exposure of axis growth opportunities fund and parag parikh long term equity fund. Investment should be based on your financial goals. 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.

As i mentioned earlier, india has been one of the economies where the year has been. I always encourage readers to gain exposure to equity to beat inflation. Sep, 2016 investment should be based on your financial goals. Mirae asset large cap fund is suitable for investors who are seeking. We offers best investment plans and schemes, opportunity that will help to build your financial portfolio. The investment objective of axis long term equity fund scheme is to generate income and long term capital appreciation from a diversified portfolio consisting of equity and equity related securities. Motilal oswal long term equity fund one pager march 2020, 20mar2020. Investing in mutual funds can also help you save tax. To generate income and long term capital appreciation from a diversified portfolio of predominantly equity and equity related securities. Mutual funds are professionally managed investment funds that pools money from various investors to invest in securities. Axis equity hybrid fund regular plan 37 879937 axis mutual fund the scheme seeks to generate long term capital appreciation along with current income by investing in a mix of equity and. Hi, i started axis long term equity fund growth sip elss on 15th every month from may 2014 for rs. One cannot say whether agof will hold more or less or as many international stocks as ppltef. Kotak mutual fund is one of the leading mutual fund house in india and we provide investment solution for every need.

For these goals choose the best equity fund and start investing through a sip. Tax saving mutual fund best tax saving scheme in india mirae. Long term equity fund an openended equity linked savings. If you have any mutual fund queries, message on et mutual funds on facebook. Axis mutual funds india start investing in mutual funds. That is why you need to keep an eye out for fund manager changes. There are a number of features and benefits for nris mutual funds. Opportunity to earn marketlinked returns by investing in the indian equity markets. Axis long term equity funds invest in equity mutual funds.

Funds recommended based on long term trends large cap funds name of inception sebi categorisation nav scheme date rs 6 m 1 yr 3 yrs 5 yrs incep. Since you are already investing in an equity oriented mutual fund scheme. Invest in axis long term equity fund online upstox. Axis long term equity fund is an openend growth fund incorporated in india. Good elss funds offer both tax saving and long term capital appreciation in the hands of a good manager. The axis long term equity fund was earlier called as the axis. The funds objective is to generate income and long term capital appreciation. Invest in mutual fund schemes online in india at axis bank. Invests predominantly in equity and equity related instruments. Three years to mak the office profitabl and seven monthsi to start three more. Equitylinked savings scheme elss helps in it tax exemptions. An open ended equity linked saving scheme with a statutory lock in of 3 years and tax benefit y longterm capital growth y investment predominantly in.

Or taking care of your parents financial needs post their retirement, for which you may want to save a sizeable amount. Axis multicap fund regular plan regular plan mutual. Looking for tax saving investments, axis mutual fund is here with longterm equity funds. Burgundy banking premium banking services from axis bank. Kotak mutual fund mutual funds sip tax saving funds. Axis mf downloads forms factsheets brochures market updates. Advantages of axis small cap fund bottom up approach to investing in small caps aimed at identifying long term businesses.

Equity linked savings scheme elss helps in it tax exemptions. Hdfc long term advantage fund an openended equity linked saving scheme with a lockin period of 3 years chirag setalvad l capital appreciation over long term. The fund currently has an asset under managementaum of. Invest online in best mutual fund in india with tata mutual fund. Axis mutual fund axis long term equity fund axis sip. Axis growth opportunities fund vs parag parikh long term. Axis multicap fund regular plan 34709 879934709 axis mutual fund the scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments across market capitalization by targeting undervalued companies that offer opportunities to generate superior capital gains from a mediumto long term perspective. Aug 28, 2016 axis long term equity fund is managed by jinesh gopani. Y longterm capital growth y investment in a maximum of 35 equity and equity related instruments across sectors and market capitalization levels motilal oswal long term equity fund moflte. Jinesh is managing the axis long term equity fund since april 2011. Log in to your account by using your email id and password.

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