Axis Long Term Equity Fund is a multi cap ( mostly large and mid cap stocks ) mutual fund which provides Tax Saving benefits under section 80C.

Quick facts about the Axis Long Term Equity Fund

  • Launch Year: 2009
  • Size of Fund: ~ 16100 crores
  • Expense Ratio: 1.97 %
  • Minimum Investment: Rs 500
  • Minimum SIP Investment: Rs 500
  • Exit Load: Nil

Performance of Axis Long Term Equity Fund

  • Return Since Launch: ~ 19%
  • Return since last 10 years: ~ – %
  • Return since last 5 years: ~ 22%
  • Return since last 3 years: ~ 10%
  • Return since last 1 years: ~ 22%

What this essentially means is that this fund has given an average annual return of 19% every year since launch. If you had invested Rs 10,000 per month, your total savings of Rs 9.7 lakhs would have grown to Rs 22 lakhs. See chart data below from ValueResearchOnline.com


Invesco India Tax Plan

SIP Returns in Axis Long Term Equity Fund


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