Iwe, have invested in the schemes of axis mutual fund under direct plan. Good elss funds offer both tax saving and long term capital appreciation in the. Common application form for equity and hybrid schemes axis mutual fund. Axis long term equity funds invest in equity mutual. Axis bank sip plans best performing sip plans by axis bank. Sep, 2016 investment should be based on your financial goals. Get latest updates on top holdings, nav, mutual fund risk return analysis, fund manager details, comparision with other. It is an equity mutual fund that invests the major amount of the fund in equities and. Common application form for fixed income schemes axis mutual fund. 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. The objective of the fund is to generate income and long term capital appreciation from a diversified portfolio of predominantly equity and equity related securities. 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. Get the complete details of axis long term equity fundregg with fundzbazar for complete information of nav, fundz performance updates, dividends, rolling returns, market, scheme, fund.
I am investing 5k per month in axis long term equity. As per elss guidelines, the funds collected under the scheme shall be invested in equities. Based on fy 1718 for indian residents below the age of 60, tax savings may vary depending on the applicable tax slab. I am investing 5k per month in axis long term equity mutual. 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. Axis bluechip fund direct plan growth latest nav, returns.
The lockin period of 3 years provides the fund manager to take long term view in equities and generate optimal returns over long term. 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. Key information memorandum and application form 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. Axis long term equity fund is managed by jinesh gopani. Jinesh gopani is an old hand of the axis mutual fund.
I always encourage readers to gain exposure to equity to beat inflation. Key information memorandum and application form 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. Securitized debt is a form of conversion of normally nontradable loans to transferable securities. Equity linked savings scheme elss equity linked savings scheme elss is an equity oriented mutual fund which helps investors address two critical aspects. Quantum has always been a long term believer in the india growth story. Good elss funds offer both tax saving and long term capital appreciation in the hands of a good manager.
You have not mentioned your age, other investment details etc. Axis long term equity fund get a dual benefit of building. Axis equity fund g plan primary objective is to attain long term capital appreciation by investing in a welldiversified portfolio which consists of equity and equity related securities along with derivatives. Axis equity fund g plan primary objective is to attain longterm capital appreciation by investing in a welldiversified portfolio which consists of equity and equity. Please read the key information memorandum and scheme related documents before filling up the application form. Jinesh gopani is the current fund manager of axis long term equity fund growth fund. Axis bluechip fund regular plan mutual fund value research. Axis long term equity fund an openended equity linked savings scheme with a 3 year lockin axis asset management company limited investment manager key information memorandum and. These are shares held by axis long term equity fund as per the shareholding data filed with the exchanges. Axis mutual fund acknowledgment slip to be filled in by the investor. Axis mutual fund axis long term equity fund direct plan g. Many businesses are gearing up to be a part of that story, and the quantum long term equity value fund qltevf is.
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. Axis long term equity fund is only the name of the scheme and does not in any manner indicate either the quality of the scheme or its future prospects and returns. Download mutual fund forms equity mutual funds invest. Investment should be based on your financial goals. Get latest updates on top holdings, nav, mutual fund risk return analysis, fund manager details, comparision with other peers and portfolio allocation of axis long term equity fund growth option direct plan.
This scheme was made available to investors on 29 dec 2009. With no extra chargespenalties to pay for redemption 2. Axis long term equity fundregg performance axis long. Axis long term equity fund an openended equity linked savings scheme with a 3 year lockin axis asset management company limited investment manager key information memorandum and application form name of scheme axis long term equity fund an openended equity linked savings scheme with a 3 year lockin. Axis long term equity fund is an open ended equitylinked savings scheme with a 3 year lock in. May, 2017 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. I have read and understood the terms, conditions, rules and regulations. Apr 30, 2020 axis long term equity fund direct plan fund info. It is an equity mutual fund that invests the major amount of the fund in equities and equity related securities including derivatives.
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. Form for lump sum sip investments with automatic encashment plan. Get information about portfolio allocation, fund asset allocation, style box, concentration analysis like top 5 company holdings, company with the highest exposure, top 3 sectors holdings etc for axis long term equity fund direct plan at the economic times. Quantum long term equity fund large mid cap mutual funds. Find our live axis long term equity growth fund basic information. Axis long term equity fund growth is a equity mutual fund scheme launched by 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 long term equity fund126% returns in 5 yrs latest. Get complete research on axis long term equity fund growth option direct plan. Axis long term equity fund126% returns in 5 yrs latest nav. However, there can be no assurance that the investment objective of the scheme will be achieved. Axtaxsg quote axis long term equity fund bloomberg markets.
Axis mf downloads forms factsheets brochures market. 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. Upfront commission shall be paid directly by the investor to the amfi. Axis long term equity fundregg axis long term equity. Invest in axis long term equity fund online upstox mutual. Axis long term equity fundregg explore latest information and updates on axis long term equity fundregg including performance, dividends, portfolio, investment details, etc. Principal hybrid equity fund direct plan growth option. To generate income and longterm capital appreciation from a diversified portfolio of predominantly equity and equityrelated securities. Axis mutual fund kim, application forms, factsheets, scheme. Since you are already investing in an equity oriented mutual fund scheme through sip, i assume your risk appetite is high. To generate income and long term capital appreciation from a diversified portfolio of predominantly equity and equity related securities.
Fund manager updated portfolio less frequently than peers in last 1 year. Axis dynamic equity fund, axis equity saver fund, axis triple advantage fund, axis. I have read and understood the terms, conditions, details, rules and. Jinesh is managing the axis long term equity fund since april 2011. However, if distributor code is mentioned in application form.
Is axis long term equity mutual fund still a good choice for. 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. Axis long term equity fund direct plan fund info axis. 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.
The axis long term equity fund was earlier called as the axis tax saver fund. Axis long term equity fund regular plan mutual fund. Axis long term equity fund is an openend growth fund incorporated in india. Download axis mutual fund kim, application forms, factsheets, scheme information documents, monthly portfolios, service form for investors and distributers.
The fund currently has an asset under managementaum of. Check axis long term equity fundregg performance and growth chart, quaterly and annual fund returns and complete track record of axis long term equity fundregg at. Axis mutual fund kim, application forms, factsheets. 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. Sip switch cannot be requested if the switchout scheme sip installments are completed cancelled terminated. Axis long term equity fund has been one of the most popular investment options within the elss segment. Investment in equity and equityrelated securities to form a diversified portfolio dsp equity fund multi cap fund an open ended equity. Axis bluechip fund nav, axis equity fund growth, returns. Enter your folio number or pan number and get your mutual fund account statement mailed to your email id registered with us. Axis equity fund axis long term equity fund axis income saver axis triple advantage fund axis midcap fund how to use this form. The sponsor is not responsible or liable for any loss resulting from the operation of the scheme beyond the initial contribution of rs. These are shares held by axis long term equity fund as per the. Mutual fund investments are subject to market risks, read the offer document carefully before investing.
Axis bluechip fund invests in large companies to achieve long term capital appreciation. The fund s objective is to generate income and long term capital appreciation. Axis long term equity fund is an openended equity linked savings scheme with a 3 year lockin. Hi, i started axis long term equity fund growth sip elss on 15th every month from may 2014 for rs.
While taxsaving is the prime motive, there are various other factors that make this. Aug 28, 2016 axis long term equity fund is managed by jinesh gopani. Axis long term equity fund growth direct plan mutual. Within just two years of his management, the axis long term equity fund started to glaze. Sip switch request form 250716 axis mahindra finance. Longterm capital growth investment in equity and equityrelated securities to form a diversified portfolio dsp equity fund multi cap fund an open ended equity scheme investing across large cap, mid cap, small cap stocks this open ended scheme is suitable for investors who are seeking longterm capital growth. Sip switch cannot be requested if the switch out scheme sip installments are completed cancelled terminated. Invest in axis long term equity fund online upstox.
Assuming the investor falls in the highest tax bracket. 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. This key information memorandum kim sets forth the information, which a prospective investor ought to know before investing. Latest axis long term equity fund shareholdings and portfolio. Axis mutual fund application forms mutual fund applications. Since you are already investing in an equity oriented mutual fund scheme. The funds objective is to generate income and longterm capital appreciation. Axis bank offers nris a chance to invest in a diversified, professionally managed basket of securities at a low cost, making it the most suitable investment option. Is axis long term equity mutual fund still a good choice.
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