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Fund Overview

Fund Size

Fund Size

₹35,358 Cr

Expense Ratio

Expense Ratio

1.53%

ISIN

ISIN

INF846K01131

Minimum SIP

Minimum SIP

₹500

Exit Load

Exit Load

No Charges

Inception Date

Inception Date

29 Dec 2009

About this fund

Axis Long Term Equity Fund Regular Growth is a ELSS (Tax Savings) mutual fund schemes offered by Axis Mutual Fund. This fund has been in existence for 15 years, 6 months and 5 days, having been launched on 29-Dec-09.
As of 03-Jul-25, it has a Net Asset Value (NAV) of ₹97.32, Assets Under Management (AUM) of 35358.19 Crores, and an expense ratio of 1.53%.
  • Axis Long Term Equity Fund Regular Growth has given a CAGR return of 15.80% since inception.
  • The fund's asset allocation comprises around 95.91% in equities, 0.00% in debts, and 4.09% in cash & cash equivalents.
  • You can start investing in Axis Long Term Equity Fund Regular Growth with a SIP of ₹500 or a Lumpsum investment of ₹500.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+5.35%

+3.83% (Cat Avg.)

3 Years

+18.17%

+22.25% (Cat Avg.)

5 Years

+17.28%

+23.27% (Cat Avg.)

10 Years

+12.10%

+13.82% (Cat Avg.)

Since Inception

+15.80%

(Cat Avg.)

Portfolio Summaryas of 31st May 2025

Equity33,911.23 Cr95.91%
Others1,446.97 Cr4.09%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
HDFC Bank LtdEquity2,953.17 Cr8.35%
ICICI Bank LtdEquity2,098.24 Cr5.93%
Bajaj Finance LtdEquity1,494.85 Cr4.23%
Bharti Airtel LtdEquity1,458.6 Cr4.13%
Clearing Corporation Of India LtdCash - Repurchase Agreement1,158.52 Cr3.28%
Tata Consultancy Services LtdEquity1,074.78 Cr3.04%
Torrent Power LtdEquity1,058.54 Cr2.99%
Infosys LtdEquity1,032.4 Cr2.92%
Eternal LtdEquity826.76 Cr2.34%
Mahindra & Mahindra LtdEquity801.32 Cr2.27%
Pidilite Industries LtdEquity784.33 Cr2.22%
Reliance Industries LtdEquity756.1 Cr2.14%
Divi's Laboratories LtdEquity748.41 Cr2.12%
UltraTech Cement LtdEquity720.09 Cr2.04%
Cholamandalam Investment and Finance Co LtdEquity702.88 Cr1.99%
Larsen & Toubro LtdEquity661.82 Cr1.87%
PI Industries LtdEquity658.74 Cr1.86%
InterGlobe Aviation LtdEquity656.5 Cr1.86%
State Bank of IndiaEquity633.42 Cr1.79%
Sun Pharmaceuticals Industries LtdEquity608.59 Cr1.72%
CG Power & Industrial Solutions LtdEquity600.91 Cr1.70%
Kotak Mahindra Bank LtdEquity572.56 Cr1.62%
Avenue Supermarts LtdEquity530.71 Cr1.50%
Indian Hotels Co LtdEquity523.94 Cr1.48%
TVS Motor Co LtdEquity462.62 Cr1.31%
Sona BLW Precision Forgings LtdEquity401.04 Cr1.13%
Info Edge (India) LtdEquity382.35 Cr1.08%
Nestle India LtdEquity378.12 Cr1.07%
Vishal Mega Mart LtdEquity375.04 Cr1.06%
Bajaj Auto LtdEquity372.77 Cr1.05%
HDFC Life Insurance Co LtdEquity367.22 Cr1.04%
The Federal Bank LtdEquity344.89 Cr0.98%
PB Fintech LtdEquity339.1 Cr0.96%
Mankind Pharma LtdEquity328.43 Cr0.93%
Apollo Hospitals Enterprise LtdEquity305.22 Cr0.86%
Titan Co LtdEquity293.13 Cr0.83%
Sundaram Finance LtdEquity291.05 Cr0.82%
Net Receivables / (Payables)Cash - Collateral288.44 Cr0.82%
United Spirits LtdEquity284.54 Cr0.80%
Bharat Electronics LtdEquity280.98 Cr0.79%
Lupin LtdEquity252.58 Cr0.71%
Fortis Healthcare LtdEquity243.14 Cr0.69%
Cipla LtdEquity233.84 Cr0.66%
Astral LtdEquity227.42 Cr0.64%
Varun Beverages LtdEquity219.92 Cr0.62%
REC LtdEquity211.3 Cr0.60%
Cummins India LtdEquity208.45 Cr0.59%
Apar Industries LtdEquity205.7 Cr0.58%
ICICI Prudential Life Insurance Co LtdEquity196.45 Cr0.56%
Schaeffler India LtdEquity193.59 Cr0.55%
Trent LtdEquity193.04 Cr0.55%
Hyundai Motor India LtdEquity177.87 Cr0.50%
Karur Vysya Bank LtdEquity175.73 Cr0.50%
Hindustan Unilever LtdEquity172.97 Cr0.49%
ICICI Lombard General Insurance Co LtdEquity164.37 Cr0.46%
Max Healthcare Institute Ltd Ordinary SharesEquity162.03 Cr0.46%
GE Vernova T&D India LtdEquity160.62 Cr0.45%
Dixon Technologies (India) LtdEquity151.7 Cr0.43%
Persistent Systems LtdEquity145.7 Cr0.41%
Prestige Estates Projects LtdEquity138.44 Cr0.39%
Krishna Institute of Medical Sciences LtdEquity134.17 Cr0.38%
Coromandel International LtdEquity132.58 Cr0.37%
J.B. Chemicals & Pharmaceuticals LtdEquity131.52 Cr0.37%
KEI Industries LtdEquity130.16 Cr0.37%
Blue Star LtdEquity130.1 Cr0.37%
SBI Life Insurance Co LtdEquity128.67 Cr0.36%
Godrej Consumer Products LtdEquity127.74 Cr0.36%
Tech Mahindra LtdEquity120.55 Cr0.34%
Jyoti CNC Automation LtdEquity117.23 Cr0.33%
Navin Fluorine International LtdEquity115.93 Cr0.33%
Clean Science and Technology LtdEquity115.86 Cr0.33%
Crompton Greaves Consumer Electricals LtdEquity114.16 Cr0.32%
Tata Steel LtdEquity112.17 Cr0.32%
Hindustan Aeronautics Ltd Ordinary SharesEquity110.52 Cr0.31%
Havells India LtdEquity104.09 Cr0.29%
Godrej Properties LtdEquity103.63 Cr0.29%
Phoenix Mills LtdEquity102.37 Cr0.29%
Tata Motors LtdEquity99.71 Cr0.28%
Britannia Industries LtdEquity98.03 Cr0.28%
Samvardhana Motherson International LtdEquity94.83 Cr0.27%
Hindalco Industries LtdEquity89.51 Cr0.25%
Hitachi Energy India Ltd Ordinary SharesEquity88.4 Cr0.25%
HCL Technologies LtdEquity81.58 Cr0.23%
HDFC Asset Management Co LtdEquity65.53 Cr0.19%
Brigade Enterprises LtdEquity64.37 Cr0.18%
Premier Energies LtdEquity62.94 Cr0.18%
Siemens LtdEquity55.53 Cr0.16%
Siemens Engy IndEquity42.14 Cr0.12%
Solar Industries India LtdEquity38.22 Cr0.11%

Allocation By Market Cap (Equity)

Large Cap Stocks

71.77%

Mid Cap Stocks

21.28%

Small Cap Stocks

2.74%

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services10,739.43 Cr30.37%
Consumer Cyclical4,929.81 Cr13.94%
Industrials3,738.43 Cr10.57%
Healthcare3,147.92 Cr8.90%
Basic Materials2,767.43 Cr7.83%
Technology2,669.64 Cr7.55%
Communication Services1,840.95 Cr5.21%
Consumer Defensive1,812.02 Cr5.12%
Utilities1,058.54 Cr2.99%
Energy756.1 Cr2.14%
Real Estate408.81 Cr1.16%

Risk & Performance Ratios

Standard Deviation

This fund

14.76%

Cat. avg.

13.75%

Lower the better

Sharpe Ratio

This fund

0.81

Cat. avg.

1.08

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

1.89

Higher the better

Fund Managers

SD

Shreyash Devalkar

Since August 2023

Ashish Naik

Ashish Naik

Since August 2023

Additional Scheme Detailsas of 31st May 2025

ISIN
INF846K01131
Expense Ratio
1.53%
Exit Load
No Charges
Fund Size
₹35,358 Cr
Age
15 years 6 months
Lumpsum Minimum
₹500
Fund Status
Open Ended Investment Company
Benchmark
Nifty 500 TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar ELSS (Tax Savings) Funds

Fund nameExpense RatioExit LoadFund size
1Y
Bajaj Finserv ELSS Tax Saver Fund Regular Growth

Low Risk

2.3%0.0%₹55.57 Cr-
Bajaj Finserv ELSS Tax Saver Fund Direct Growth

Low Risk

0.5%0.0%₹55.57 Cr-
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹202.42 Cr4.7%
Sundaram Long Term Tax Advantage Fund Series I Regular Growth

High Risk

1.4%0.0%₹19.18 Cr8.0%
Bank of India Midcap Tax Fund Series 1 Direct Growth

Very High Risk

-0.0%₹58.23 Cr-1.5%
SBI Long Term Advantage Fund Series II Regular Growth

Very High Risk

-0.0%₹34.17 Cr6.4%
SBI Long Term Advantage Fund Series II Direct Growth

Very High Risk

-0.0%₹34.17 Cr6.8%
Bank of India Midcap Tax Fund Series 1 Regular Growth

Very High Risk

-0.0%₹58.23 Cr-1.8%
Sundaram Long Term Tax Advantage Fund Series I Direct Growth

High Risk

1.4%0.0%₹19.18 Cr8.1%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Growth

Very High Risk

1.4%0.0%₹30.17 Cr3.9%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth

Very High Risk

1.2%0.0%₹30.17 Cr4.2%
Sundaram Long Term Tax Advantage Fund Series II Direct Growth

Very High Risk

1.2%0.0%₹13.08 Cr4.9%
Sundaram Long Term Tax Advantage Fund Series II Regular Growth

Very High Risk

1.4%0.0%₹13.08 Cr4.7%
SBI Long Term Advantage Fund Series I Regular Growth

Low Risk

-0.0%₹49.50 Cr16.8%
SBI Long Term Advantage Fund Series I Direct Growth

Low Risk

-0.0%₹49.50 Cr17.1%
Sundaram Long Term Micro CapTax Advantage Fund Sries III Direct Growth

Very High Risk

1.3%0.0%₹75.97 Cr2.7%
SBI Long Term Advantage Fund Series VI Regular Growth

Very High Risk

-0.0%₹280.61 Cr1.3%
SBI Long Term Advantage Fund Series VI Direct Growth

Very High Risk

-0.0%₹280.61 Cr1.6%
Sundaram Long Term Micro CapTax Advantage Fund Sries III Regular Growth

Very High Risk

1.4%0.0%₹75.97 Cr2.5%
Sundaram Long Term Tax Advantage Fund Series III Direct Growth

Very High Risk

1.2%-₹33.41 Cr3.2%
SBI Tax Advantage Fund Series III Direct Growth

Very High Risk

-0.0%₹33.26 Cr32.0%
SBI Tax Advantage Fund Series III Regular Growth

Very High Risk

-0.0%₹33.26 Cr31.5%
Sundaram Long Term Tax Advantage Fund Series III Regular Growth

Very High Risk

1.4%-₹33.41 Cr3.0%
ICICI Prudential Long Term Wealth Enhancement Fund Regular Growth

Very High Risk

1.4%0.0%₹39.84 Cr5.5%
ICICI Prudential Long Term Wealth Enhancement Fund Direct Growth

Very High Risk

1.0%0.0%₹39.84 Cr5.8%
Sundaram Long Term Tax Advantage Fund Series IV Regular Growth

Very High Risk

1.4%0.0%₹21.83 Cr3.7%
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth

Very High Risk

1.2%0.0%₹21.83 Cr3.9%
SBI Long Term Advantage Fund Series III Regular Growth

Very High Risk

-0.0%₹71.36 Cr-0.3%
SBI Long Term Advantage Fund Series III Direct Growth

Very High Risk

-0.0%₹71.36 Cr0.1%
SBI Long Term Advantage Fund Series V Direct Growth

Very High Risk

-0.0%₹381.32 Cr24.4%
SBI Long Term Advantage Fund Series V Regular Growth

Very High Risk

-0.0%₹381.32 Cr24.0%
SBI Long Term Advantage Fund Series IV Regular Growth

Very High Risk

-0.0%₹206.03 Cr-0.4%
SBI Long Term Advantage Fund Series IV Direct Growth

Very High Risk

-0.0%₹206.03 Cr0.0%
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth

Very High Risk

1.3%0.0%₹35.83 Cr3.2%
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Growth

Very High Risk

1.4%0.0%₹35.83 Cr3.0%
Invesco India Tax Plan Regular Growth

Very High Risk

1.9%0.0%₹2845.04 Cr3.5%
HSBC ELSS Fund Direct Growth

Very High Risk

1.1%0.0%₹4129.03 Cr5.0%
LIC MF ELSS Direct Growth

Very High Risk

1.0%0.0%₹1113.04 Cr4.2%
Kotak Taxsaver Fund Direct Growth

Very High Risk

0.6%0.0%₹6266.40 Cr0.9%
Invesco India Tax Plan Direct Growth

Very High Risk

0.8%0.0%₹2845.04 Cr4.7%
HSBC Tax Saver Equity Fund Regular Growth

Very High Risk

2.5%0.0%₹244.42 Cr11.8%
ICICI Prudential Long Term Equity Fund ( Tax Saving) Direct Growth

Very High Risk

1.1%0.0%₹14363.91 Cr8.0%
Sundaram Tax Savings Fund Direct Growth

Very High Risk

1.7%0.0%₹1359.13 Cr4.7%
Bandhan Tax Advantage (ELSS) Fund Direct Growth

Very High Risk

0.6%0.0%₹6954.94 Cr2.3%
Nippon India Tax Saver (ELSS) Fund Direct Growth

Very High Risk

1.0%0.0%₹15291.63 Cr2.2%
JM Tax Gain Fund Direct Growth

Very High Risk

1.1%0.0%₹198.58 Cr0.4%
Samco ELSS Tax Saver Fund Direct Growth

Very High Risk

1.0%0.0%₹121.66 Cr-6.4%
Samco ELSS Tax Saver Fund Regular Growth

Very High Risk

2.4%0.0%₹121.66 Cr-7.7%
Mahindra Manulife ELSS Fund Regular Growth

Very High Risk

2.1%0.0%₹949.88 Cr2.7%
Mahindra Manulife ELSS Fund Direct Growth

Very High Risk

0.6%0.0%₹949.88 Cr4.3%

About the AMC

Axis Mutual Fund

Axis Mutual Fund

Total AUM

₹3,35,839 Cr

Address

Axis House, 1st Floor, C-2, Wadia International Centre, Mumbai, 400 025

Other Funds by Axis Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Axis Fixed Term Plan Series 120 (91 Days) Direct Growth

Moderate Risk

-0.0%--
Axis US Treasury Dynamic Bond ETF Fund of Fund Direct Growth

Very High Risk

0.1%0.0%₹52.34 Cr9.2%
Axis India Manufacturing Fund Direct Growth

Very High Risk

0.5%1.0%₹5532.65 Cr-0.4%
Axis Fixed Term Plan Series 118 100 Days Direct Growth

Moderate Risk

-0.0%--
Axis Fixed Term Plan Series 113 1228 Days Direct Growth

Low to Moderate Risk

-0.0%₹92.41 Cr8.4%
Axis Fixed Term Plan Series 110 1553 Days Direct Growth

Moderate Risk

-0.0%--
Axis Fixed Term Plan Series 105 1128 Days Direct Growth

Moderate Risk

-0.0%--
Axis Fixed Term Plan Series 112 1143 Days Direct Growth

Low Risk

-0.0%₹76.51 Cr8.1%
Axis Nifty SDL September 2026 Debt Index Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹77.31 Cr8.6%
Axis Banking & PSU Debt Fund Direct Growth

Moderate Risk

0.3%0.0%₹13427.61 Cr9.4%
Axis Global Equity Alpha Fund of Fund Direct Growth

Very High Risk

0.9%1.0%₹897.59 Cr19.9%
Axis Nifty Smallcap 50 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹487.48 Cr5.1%
Axis Flexi Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹12823.77 Cr6.6%
Axis Money Market Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹17342.65 Cr8.4%
Axis Equity Hybrid Fund Direct Growth

High Risk

1.1%1.0%₹1575.64 Cr7.3%
Axis Special Situations Fund Direct Growth

Very High Risk

1.3%1.0%₹1174.87 Cr5.5%
Axis Corporate Debt Fund Direct Growth

Moderate Risk

0.3%0.0%₹8897.88 Cr10.4%
Axis ESG Equity Fund Direct Growth

Very High Risk

1.3%1.0%₹1245.58 Cr4.0%
Axis Arbitrage Fund Direct Growth

Low Risk

0.3%0.0%₹6767.43 Cr7.6%
Axis Greater China Equity Fund of Fund Direct Growth

Very High Risk

0.5%1.0%₹513.37 Cr20.3%
Axis Value Fund Direct Growth

Very High Risk

0.8%1.0%₹921.06 Cr6.2%
Axis All Seasons Debt Fund of Funds Direct Growth

Moderate Risk

0.1%0.0%₹501.75 Cr9.7%
Axis Gilt Fund Direct Growth

Moderate Risk

0.4%0.0%₹752.51 Cr9.5%
Axis Bluechip Fund Direct Growth

Very High Risk

0.7%1.0%₹33412.83 Cr4.7%
Axis Dynamic Bond Fund Direct Growth

Moderate Risk

0.3%0.0%₹1287.41 Cr9.8%
Axis Gold Fund Direct Growth

High Risk

0.2%1.0%₹1065.47 Cr32.0%
Axis Focused 25 Fund Direct Growth

Very High Risk

0.8%1.0%₹12643.93 Cr7.4%
Axis Regular Saver Fund Direct Growth

Very High Risk

0.9%1.0%₹283.46 Cr8.4%
Axis Strategic Bond Fund Direct Growth

Moderately High risk

0.6%1.0%₹1941.68 Cr10.4%
Axis Long Term Equity Fund Direct Growth

Very High Risk

0.8%0.0%₹35358.19 Cr6.1%
Axis Short Term Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹11317.08 Cr10.1%
Axis Liquid Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹42072.07 Cr7.3%
Axis Multi Asset Allocation Fund Direct Growth

Very High Risk

1.1%1.0%₹1436.16 Cr8.0%
Axis Midcap Fund Direct Growth

Very High Risk

0.5%1.0%₹30501.51 Cr5.3%
Axis Treasury Advantage Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹6565.77 Cr8.6%
Axis Equity Saver Fund Direct Growth

Moderately High risk

1.0%1.0%₹946.03 Cr6.7%
Axis Balanced Advantage Fund Direct Growth

Moderately High risk

0.8%1.0%₹3160.82 Cr8.5%
Axis Nifty Midcap 50 Index Fund Direct Growth

Low Risk

0.3%0.0%₹446.31 Cr6.5%
Axis Nifty IT Index Fund Direct Growth

Very High Risk

0.3%0.0%₹131.37 Cr5.8%
Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹36.81 Cr9.2%
Axis Credit Risk Fund Direct Growth

High Risk

0.8%1.0%₹366.63 Cr10.0%
Axis Ultra Short Term Fund Direct Growth

Moderate Risk

0.4%0.0%₹6508.33 Cr8.1%
Axis Multicap Fund Direct Growth

Very High Risk

0.8%1.0%₹7781.71 Cr7.4%
Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹79.37 Cr9.9%
Axis Nifty AAA Bond Plus SDL Apirl 2026 50:50 ETF Fund Of Funds Direct Growth

Low to Moderate Risk

0.1%0.0%₹256.71 Cr7.6%
Axis Silver Fund of Funds Direct Growth

Very High Risk

0.2%0.0%₹107.01 Cr19.0%
Axis Nifty Next 50 Index Fund Direct Growth

Very High Risk

0.1%0.0%₹337.09 Cr-5.3%
Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Direct Growth

Low Risk

0.2%0.0%₹457.54 Cr7.4%
Axis Long Duration Fund Direct Growth

Moderate Risk

0.3%0.0%₹364.09 Cr6.9%
Axis Nifty 50 Index Fund Direct Growth

Very High Risk

0.1%0.0%₹705.99 Cr5.7%

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

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The NAV of Axis Long Term Equity Fund Regular Growth, as of 03-Jul-2025, is ₹97.32.
The fund has generated 5.35% over the last 1 year and 18.17% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 95.91% in equities, 0.00% in bonds, and 4.09% in cash and cash equivalents.
The fund managers responsible for Axis Long Term Equity Fund Regular Growth are:-
  1. Shreyash Devalkar
  2. Ashish Naik

Fund Overview

Fund Size

Fund Size

₹35,358 Cr

Expense Ratio

Expense Ratio

1.53%

ISIN

ISIN

INF846K01131

Minimum SIP

Minimum SIP

₹500

Exit Load

Exit Load

No Charges

Inception Date

Inception Date

29 Dec 2009

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

About this fund

Axis Long Term Equity Fund Regular Growth is a ELSS (Tax Savings) mutual fund schemes offered by Axis Mutual Fund. This fund has been in existence for 15 years, 6 months and 5 days, having been launched on 29-Dec-09.
As of 03-Jul-25, it has a Net Asset Value (NAV) of ₹97.32, Assets Under Management (AUM) of 35358.19 Crores, and an expense ratio of 1.53%.
  • Axis Long Term Equity Fund Regular Growth has given a CAGR return of 15.80% since inception.
  • The fund's asset allocation comprises around 95.91% in equities, 0.00% in debts, and 4.09% in cash & cash equivalents.
  • You can start investing in Axis Long Term Equity Fund Regular Growth with a SIP of ₹500 or a Lumpsum investment of ₹500.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+5.35%

+3.83% (Cat Avg.)

3 Years

+18.17%

+22.25% (Cat Avg.)

5 Years

+17.28%

+23.27% (Cat Avg.)

10 Years

+12.10%

+13.82% (Cat Avg.)

Since Inception

+15.80%

(Cat Avg.)

Portfolio Summaryas of 31st May 2025

Equity33,911.23 Cr95.91%
Others1,446.97 Cr4.09%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
HDFC Bank LtdEquity2,953.17 Cr8.35%
ICICI Bank LtdEquity2,098.24 Cr5.93%
Bajaj Finance LtdEquity1,494.85 Cr4.23%
Bharti Airtel LtdEquity1,458.6 Cr4.13%
Clearing Corporation Of India LtdCash - Repurchase Agreement1,158.52 Cr3.28%
Tata Consultancy Services LtdEquity1,074.78 Cr3.04%
Torrent Power LtdEquity1,058.54 Cr2.99%
Infosys LtdEquity1,032.4 Cr2.92%
Eternal LtdEquity826.76 Cr2.34%
Mahindra & Mahindra LtdEquity801.32 Cr2.27%
Pidilite Industries LtdEquity784.33 Cr2.22%
Reliance Industries LtdEquity756.1 Cr2.14%
Divi's Laboratories LtdEquity748.41 Cr2.12%
UltraTech Cement LtdEquity720.09 Cr2.04%
Cholamandalam Investment and Finance Co LtdEquity702.88 Cr1.99%
Larsen & Toubro LtdEquity661.82 Cr1.87%
PI Industries LtdEquity658.74 Cr1.86%
InterGlobe Aviation LtdEquity656.5 Cr1.86%
State Bank of IndiaEquity633.42 Cr1.79%
Sun Pharmaceuticals Industries LtdEquity608.59 Cr1.72%
CG Power & Industrial Solutions LtdEquity600.91 Cr1.70%
Kotak Mahindra Bank LtdEquity572.56 Cr1.62%
Avenue Supermarts LtdEquity530.71 Cr1.50%
Indian Hotels Co LtdEquity523.94 Cr1.48%
TVS Motor Co LtdEquity462.62 Cr1.31%
Sona BLW Precision Forgings LtdEquity401.04 Cr1.13%
Info Edge (India) LtdEquity382.35 Cr1.08%
Nestle India LtdEquity378.12 Cr1.07%
Vishal Mega Mart LtdEquity375.04 Cr1.06%
Bajaj Auto LtdEquity372.77 Cr1.05%
HDFC Life Insurance Co LtdEquity367.22 Cr1.04%
The Federal Bank LtdEquity344.89 Cr0.98%
PB Fintech LtdEquity339.1 Cr0.96%
Mankind Pharma LtdEquity328.43 Cr0.93%
Apollo Hospitals Enterprise LtdEquity305.22 Cr0.86%
Titan Co LtdEquity293.13 Cr0.83%
Sundaram Finance LtdEquity291.05 Cr0.82%
Net Receivables / (Payables)Cash - Collateral288.44 Cr0.82%
United Spirits LtdEquity284.54 Cr0.80%
Bharat Electronics LtdEquity280.98 Cr0.79%
Lupin LtdEquity252.58 Cr0.71%
Fortis Healthcare LtdEquity243.14 Cr0.69%
Cipla LtdEquity233.84 Cr0.66%
Astral LtdEquity227.42 Cr0.64%
Varun Beverages LtdEquity219.92 Cr0.62%
REC LtdEquity211.3 Cr0.60%
Cummins India LtdEquity208.45 Cr0.59%
Apar Industries LtdEquity205.7 Cr0.58%
ICICI Prudential Life Insurance Co LtdEquity196.45 Cr0.56%
Schaeffler India LtdEquity193.59 Cr0.55%
Trent LtdEquity193.04 Cr0.55%
Hyundai Motor India LtdEquity177.87 Cr0.50%
Karur Vysya Bank LtdEquity175.73 Cr0.50%
Hindustan Unilever LtdEquity172.97 Cr0.49%
ICICI Lombard General Insurance Co LtdEquity164.37 Cr0.46%
Max Healthcare Institute Ltd Ordinary SharesEquity162.03 Cr0.46%
GE Vernova T&D India LtdEquity160.62 Cr0.45%
Dixon Technologies (India) LtdEquity151.7 Cr0.43%
Persistent Systems LtdEquity145.7 Cr0.41%
Prestige Estates Projects LtdEquity138.44 Cr0.39%
Krishna Institute of Medical Sciences LtdEquity134.17 Cr0.38%
Coromandel International LtdEquity132.58 Cr0.37%
J.B. Chemicals & Pharmaceuticals LtdEquity131.52 Cr0.37%
KEI Industries LtdEquity130.16 Cr0.37%
Blue Star LtdEquity130.1 Cr0.37%
SBI Life Insurance Co LtdEquity128.67 Cr0.36%
Godrej Consumer Products LtdEquity127.74 Cr0.36%
Tech Mahindra LtdEquity120.55 Cr0.34%
Jyoti CNC Automation LtdEquity117.23 Cr0.33%
Navin Fluorine International LtdEquity115.93 Cr0.33%
Clean Science and Technology LtdEquity115.86 Cr0.33%
Crompton Greaves Consumer Electricals LtdEquity114.16 Cr0.32%
Tata Steel LtdEquity112.17 Cr0.32%
Hindustan Aeronautics Ltd Ordinary SharesEquity110.52 Cr0.31%
Havells India LtdEquity104.09 Cr0.29%
Godrej Properties LtdEquity103.63 Cr0.29%
Phoenix Mills LtdEquity102.37 Cr0.29%
Tata Motors LtdEquity99.71 Cr0.28%
Britannia Industries LtdEquity98.03 Cr0.28%
Samvardhana Motherson International LtdEquity94.83 Cr0.27%
Hindalco Industries LtdEquity89.51 Cr0.25%
Hitachi Energy India Ltd Ordinary SharesEquity88.4 Cr0.25%
HCL Technologies LtdEquity81.58 Cr0.23%
HDFC Asset Management Co LtdEquity65.53 Cr0.19%
Brigade Enterprises LtdEquity64.37 Cr0.18%
Premier Energies LtdEquity62.94 Cr0.18%
Siemens LtdEquity55.53 Cr0.16%
Siemens Engy IndEquity42.14 Cr0.12%
Solar Industries India LtdEquity38.22 Cr0.11%

Allocation By Market Cap (Equity)

Large Cap Stocks

71.77%

Mid Cap Stocks

21.28%

Small Cap Stocks

2.74%

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services10,739.43 Cr30.37%
Consumer Cyclical4,929.81 Cr13.94%
Industrials3,738.43 Cr10.57%
Healthcare3,147.92 Cr8.90%
Basic Materials2,767.43 Cr7.83%
Technology2,669.64 Cr7.55%
Communication Services1,840.95 Cr5.21%
Consumer Defensive1,812.02 Cr5.12%
Utilities1,058.54 Cr2.99%
Energy756.1 Cr2.14%
Real Estate408.81 Cr1.16%

Risk & Performance Ratios

Standard Deviation

This fund

14.76%

Cat. avg.

13.75%

Lower the better

Sharpe Ratio

This fund

0.81

Cat. avg.

1.08

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

1.89

Higher the better

Fund Managers

SD

Shreyash Devalkar

Since August 2023

Ashish Naik

Ashish Naik

Since August 2023

Additional Scheme Detailsas of 31st May 2025

ISIN
INF846K01131
Expense Ratio
1.53%
Exit Load
No Charges
Fund Size
₹35,358 Cr
Age
15 years 6 months
Lumpsum Minimum
₹500
Fund Status
Open Ended Investment Company
Benchmark
Nifty 500 TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar ELSS (Tax Savings) Funds

Fund nameExpense RatioExit LoadFund size
1Y
Bajaj Finserv ELSS Tax Saver Fund Regular Growth

Low Risk

2.3%0.0%₹55.57 Cr-
Bajaj Finserv ELSS Tax Saver Fund Direct Growth

Low Risk

0.5%0.0%₹55.57 Cr-
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹202.42 Cr4.7%
Sundaram Long Term Tax Advantage Fund Series I Regular Growth

High Risk

1.4%0.0%₹19.18 Cr8.0%
Bank of India Midcap Tax Fund Series 1 Direct Growth

Very High Risk

-0.0%₹58.23 Cr-1.5%
SBI Long Term Advantage Fund Series II Regular Growth

Very High Risk

-0.0%₹34.17 Cr6.4%
SBI Long Term Advantage Fund Series II Direct Growth

Very High Risk

-0.0%₹34.17 Cr6.8%
Bank of India Midcap Tax Fund Series 1 Regular Growth

Very High Risk

-0.0%₹58.23 Cr-1.8%
Sundaram Long Term Tax Advantage Fund Series I Direct Growth

High Risk

1.4%0.0%₹19.18 Cr8.1%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Growth

Very High Risk

1.4%0.0%₹30.17 Cr3.9%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth

Very High Risk

1.2%0.0%₹30.17 Cr4.2%
Sundaram Long Term Tax Advantage Fund Series II Direct Growth

Very High Risk

1.2%0.0%₹13.08 Cr4.9%
Sundaram Long Term Tax Advantage Fund Series II Regular Growth

Very High Risk

1.4%0.0%₹13.08 Cr4.7%
SBI Long Term Advantage Fund Series I Regular Growth

Low Risk

-0.0%₹49.50 Cr16.8%
SBI Long Term Advantage Fund Series I Direct Growth

Low Risk

-0.0%₹49.50 Cr17.1%
Sundaram Long Term Micro CapTax Advantage Fund Sries III Direct Growth

Very High Risk

1.3%0.0%₹75.97 Cr2.7%
SBI Long Term Advantage Fund Series VI Regular Growth

Very High Risk

-0.0%₹280.61 Cr1.3%
SBI Long Term Advantage Fund Series VI Direct Growth

Very High Risk

-0.0%₹280.61 Cr1.6%
Sundaram Long Term Micro CapTax Advantage Fund Sries III Regular Growth

Very High Risk

1.4%0.0%₹75.97 Cr2.5%
Sundaram Long Term Tax Advantage Fund Series III Direct Growth

Very High Risk

1.2%-₹33.41 Cr3.2%
SBI Tax Advantage Fund Series III Direct Growth

Very High Risk

-0.0%₹33.26 Cr32.0%
SBI Tax Advantage Fund Series III Regular Growth

Very High Risk

-0.0%₹33.26 Cr31.5%
Sundaram Long Term Tax Advantage Fund Series III Regular Growth

Very High Risk

1.4%-₹33.41 Cr3.0%
ICICI Prudential Long Term Wealth Enhancement Fund Regular Growth

Very High Risk

1.4%0.0%₹39.84 Cr5.5%
ICICI Prudential Long Term Wealth Enhancement Fund Direct Growth

Very High Risk

1.0%0.0%₹39.84 Cr5.8%
Sundaram Long Term Tax Advantage Fund Series IV Regular Growth

Very High Risk

1.4%0.0%₹21.83 Cr3.7%
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth

Very High Risk

1.2%0.0%₹21.83 Cr3.9%
SBI Long Term Advantage Fund Series III Regular Growth

Very High Risk

-0.0%₹71.36 Cr-0.3%
SBI Long Term Advantage Fund Series III Direct Growth

Very High Risk

-0.0%₹71.36 Cr0.1%
SBI Long Term Advantage Fund Series V Direct Growth

Very High Risk

-0.0%₹381.32 Cr24.4%
SBI Long Term Advantage Fund Series V Regular Growth

Very High Risk

-0.0%₹381.32 Cr24.0%
SBI Long Term Advantage Fund Series IV Regular Growth

Very High Risk

-0.0%₹206.03 Cr-0.4%
SBI Long Term Advantage Fund Series IV Direct Growth

Very High Risk

-0.0%₹206.03 Cr0.0%
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth

Very High Risk

1.3%0.0%₹35.83 Cr3.2%
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Growth

Very High Risk

1.4%0.0%₹35.83 Cr3.0%
Invesco India Tax Plan Regular Growth

Very High Risk

1.9%0.0%₹2845.04 Cr3.5%
HSBC ELSS Fund Direct Growth

Very High Risk

1.1%0.0%₹4129.03 Cr5.0%
LIC MF ELSS Direct Growth

Very High Risk

1.0%0.0%₹1113.04 Cr4.2%
Kotak Taxsaver Fund Direct Growth

Very High Risk

0.6%0.0%₹6266.40 Cr0.9%
Invesco India Tax Plan Direct Growth

Very High Risk

0.8%0.0%₹2845.04 Cr4.7%
HSBC Tax Saver Equity Fund Regular Growth

Very High Risk

2.5%0.0%₹244.42 Cr11.8%
ICICI Prudential Long Term Equity Fund ( Tax Saving) Direct Growth

Very High Risk

1.1%0.0%₹14363.91 Cr8.0%
Sundaram Tax Savings Fund Direct Growth

Very High Risk

1.7%0.0%₹1359.13 Cr4.7%
Bandhan Tax Advantage (ELSS) Fund Direct Growth

Very High Risk

0.6%0.0%₹6954.94 Cr2.3%
Nippon India Tax Saver (ELSS) Fund Direct Growth

Very High Risk

1.0%0.0%₹15291.63 Cr2.2%
JM Tax Gain Fund Direct Growth

Very High Risk

1.1%0.0%₹198.58 Cr0.4%
Samco ELSS Tax Saver Fund Direct Growth

Very High Risk

1.0%0.0%₹121.66 Cr-6.4%
Samco ELSS Tax Saver Fund Regular Growth

Very High Risk

2.4%0.0%₹121.66 Cr-7.7%
Mahindra Manulife ELSS Fund Regular Growth

Very High Risk

2.1%0.0%₹949.88 Cr2.7%
Mahindra Manulife ELSS Fund Direct Growth

Very High Risk

0.6%0.0%₹949.88 Cr4.3%

About the AMC

Axis Mutual Fund

Axis Mutual Fund

Total AUM

₹3,35,839 Cr

Address

Axis House, 1st Floor, C-2, Wadia International Centre, Mumbai, 400 025

Other Funds by Axis Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Axis Fixed Term Plan Series 120 (91 Days) Direct Growth

Moderate Risk

-0.0%--
Axis US Treasury Dynamic Bond ETF Fund of Fund Direct Growth

Very High Risk

0.1%0.0%₹52.34 Cr9.2%
Axis India Manufacturing Fund Direct Growth

Very High Risk

0.5%1.0%₹5532.65 Cr-0.4%
Axis Fixed Term Plan Series 118 100 Days Direct Growth

Moderate Risk

-0.0%--
Axis Fixed Term Plan Series 113 1228 Days Direct Growth

Low to Moderate Risk

-0.0%₹92.41 Cr8.4%
Axis Fixed Term Plan Series 110 1553 Days Direct Growth

Moderate Risk

-0.0%--
Axis Fixed Term Plan Series 105 1128 Days Direct Growth

Moderate Risk

-0.0%--
Axis Fixed Term Plan Series 112 1143 Days Direct Growth

Low Risk

-0.0%₹76.51 Cr8.1%
Axis Nifty SDL September 2026 Debt Index Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹77.31 Cr8.6%
Axis Banking & PSU Debt Fund Direct Growth

Moderate Risk

0.3%0.0%₹13427.61 Cr9.4%
Axis Global Equity Alpha Fund of Fund Direct Growth

Very High Risk

0.9%1.0%₹897.59 Cr19.9%
Axis Nifty Smallcap 50 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹487.48 Cr5.1%
Axis Flexi Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹12823.77 Cr6.6%
Axis Money Market Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹17342.65 Cr8.4%
Axis Equity Hybrid Fund Direct Growth

High Risk

1.1%1.0%₹1575.64 Cr7.3%
Axis Special Situations Fund Direct Growth

Very High Risk

1.3%1.0%₹1174.87 Cr5.5%
Axis Corporate Debt Fund Direct Growth

Moderate Risk

0.3%0.0%₹8897.88 Cr10.4%
Axis ESG Equity Fund Direct Growth

Very High Risk

1.3%1.0%₹1245.58 Cr4.0%
Axis Arbitrage Fund Direct Growth

Low Risk

0.3%0.0%₹6767.43 Cr7.6%
Axis Greater China Equity Fund of Fund Direct Growth

Very High Risk

0.5%1.0%₹513.37 Cr20.3%
Axis Value Fund Direct Growth

Very High Risk

0.8%1.0%₹921.06 Cr6.2%
Axis All Seasons Debt Fund of Funds Direct Growth

Moderate Risk

0.1%0.0%₹501.75 Cr9.7%
Axis Gilt Fund Direct Growth

Moderate Risk

0.4%0.0%₹752.51 Cr9.5%
Axis Bluechip Fund Direct Growth

Very High Risk

0.7%1.0%₹33412.83 Cr4.7%
Axis Dynamic Bond Fund Direct Growth

Moderate Risk

0.3%0.0%₹1287.41 Cr9.8%
Axis Gold Fund Direct Growth

High Risk

0.2%1.0%₹1065.47 Cr32.0%
Axis Focused 25 Fund Direct Growth

Very High Risk

0.8%1.0%₹12643.93 Cr7.4%
Axis Regular Saver Fund Direct Growth

Very High Risk

0.9%1.0%₹283.46 Cr8.4%
Axis Strategic Bond Fund Direct Growth

Moderately High risk

0.6%1.0%₹1941.68 Cr10.4%
Axis Long Term Equity Fund Direct Growth

Very High Risk

0.8%0.0%₹35358.19 Cr6.1%
Axis Short Term Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹11317.08 Cr10.1%
Axis Liquid Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹42072.07 Cr7.3%
Axis Multi Asset Allocation Fund Direct Growth

Very High Risk

1.1%1.0%₹1436.16 Cr8.0%
Axis Midcap Fund Direct Growth

Very High Risk

0.5%1.0%₹30501.51 Cr5.3%
Axis Treasury Advantage Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹6565.77 Cr8.6%
Axis Equity Saver Fund Direct Growth

Moderately High risk

1.0%1.0%₹946.03 Cr6.7%
Axis Balanced Advantage Fund Direct Growth

Moderately High risk

0.8%1.0%₹3160.82 Cr8.5%
Axis Nifty Midcap 50 Index Fund Direct Growth

Low Risk

0.3%0.0%₹446.31 Cr6.5%
Axis Nifty IT Index Fund Direct Growth

Very High Risk

0.3%0.0%₹131.37 Cr5.8%
Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹36.81 Cr9.2%
Axis Credit Risk Fund Direct Growth

High Risk

0.8%1.0%₹366.63 Cr10.0%
Axis Ultra Short Term Fund Direct Growth

Moderate Risk

0.4%0.0%₹6508.33 Cr8.1%
Axis Multicap Fund Direct Growth

Very High Risk

0.8%1.0%₹7781.71 Cr7.4%
Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹79.37 Cr9.9%
Axis Nifty AAA Bond Plus SDL Apirl 2026 50:50 ETF Fund Of Funds Direct Growth

Low to Moderate Risk

0.1%0.0%₹256.71 Cr7.6%
Axis Silver Fund of Funds Direct Growth

Very High Risk

0.2%0.0%₹107.01 Cr19.0%
Axis Nifty Next 50 Index Fund Direct Growth

Very High Risk

0.1%0.0%₹337.09 Cr-5.3%
Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Direct Growth

Low Risk

0.2%0.0%₹457.54 Cr7.4%
Axis Long Duration Fund Direct Growth

Moderate Risk

0.3%0.0%₹364.09 Cr6.9%
Axis Nifty 50 Index Fund Direct Growth

Very High Risk

0.1%0.0%₹705.99 Cr5.7%

Still got questions?
We're here to help.

The NAV of Axis Long Term Equity Fund Regular Growth, as of 03-Jul-2025, is ₹97.32.
The fund has generated 5.35% over the last 1 year and 18.17% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 95.91% in equities, 0.00% in bonds, and 4.09% in cash and cash equivalents.
The fund managers responsible for Axis Long Term Equity Fund Regular Growth are:-
  1. Shreyash Devalkar
  2. Ashish Naik
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