Axis bluechip fund regular plan mutual fund value research. However, there can be no assurance that the investment objective of the scheme will be achieved. With no extra chargespenalties to pay for redemption 2. Sip switch request form 250716 axis mahindra finance. Sip switch cannot be requested if the switch out scheme sip installments are completed cancelled terminated. Is axis long term equity mutual fund still a good choice. Axis bluechip fund direct plan growth latest nav, returns. Invest in axis long term equity fund online upstox. You have not mentioned your age, other investment details etc. Jinesh gopani is an old hand of the axis mutual fund.
Axis long term equity fund is managed by jinesh gopani. The fund has consistently outperformed its benchmark and delivered well above categoryaverage returns see graph. These are shares held by axis long term equity fund as per the shareholding data filed with the exchanges. 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. 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. Within just two years of his management, the axis long term equity fund started to glaze. Principal hybrid equity fund direct plan growth option. I have read and understood the terms, conditions, rules and regulations. After that you can make regular investments though ecs or standing instructions from bank account.
Aug 28, 2016 axis long term equity fund is managed by jinesh gopani. Since you are already investing in an equity oriented mutual fund scheme through sip, i assume your risk appetite is high. Mar 14, 2017 axis long term equity fund has been one of the most popular investment options within the elss segment. Page 27 contains a grid which mentions the relevant documentation to be attached alongwith the form. 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 fund is an open ended equitylinked savings scheme with a 3 year lock in. 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.
Allahabad bank, axis bank, bank of baroda, bank of india, citi bank, corporation bank, federal bank, icici. Axis long term equity fund126% returns in 5 yrs latest nav. Axis mutual fund kim, application forms, factsheets. Axis bluechip fund invests in large companies to achieve long term capital appreciation. While taxsaving is the prime motive, there are various other factors that make this. Axis bluechip fund nav, axis equity fund growth, returns. Sep, 2016 investment should be based on your financial goals. Aditya birla sun life psu equity fund application form. Incorrect, incomplete, ambagious forms will not be accepted and will be. While taxsaving is the prime motive, there are various other factors that make this fund a popular choice. Axis mutual fund kim, application forms, factsheets, scheme. However, if distributor code is mentioned in application form. March 31, is approaching and several investors may be considering taxsaving schemes of mutual funds.
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. Securitized debt is a form of conversion of normally nontradable loans to transferable securities. Axis long term equity fundregg explore latest information and updates on axis long term equity fundregg including performance, dividends, portfolio, investment details, etc. Find our live axis long term equity growth fund basic information.
To generate income and long term capital appreciation from a diversified portfolio of predominantly equity and equity related securities. Investment should be based on your financial goals. It is an equity mutual fund that invests the major amount of the fund in equities and equity related securities including derivatives. November 1, 2015, it is mandatory for new investors to provide additional kyc, fatca and beneficial ownership ubo details. It was launched on 01jan20 and currently has an aum of. The fund currently has an asset under managementaum of. Please fill up pages 2326 of this form, for your initial investment. Axis long term equity fund, reliance tax saver elss fund, aditya birla sun life tax relief 96, aditya birla sun life tax plan and invesco india tax plan followed closely behind. Iwe, have invested in the schemes of axis mutual fund under direct plan. Invest in axis long term equity fund online upstox mutual. Which is why, axis bank offers loans for corporates in the form of structured credit solutions to help businesses with their shortterm funds and longterm funds requirements. 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 mutual fund application forms mutual fund applications. The demands of business expansion and upgradation can put considerable pressure on the finances of a company. Axis long term equity fund growth is a equity mutual fund scheme launched by axis mutual fund. Elss your guide on how to invest in best elss funds. Equity linked savings scheme elss equity linked savings scheme elss is an equity oriented mutual fund which helps investors address two critical aspects. Axis bluechip fund erstwhile known as axis equity fund g is a growthoriented mutual fund programme which is launched on january 05, 2010 and is formulated by the expert team of fund analysts of axis mf. 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. This scheme was made available to investors on 29 dec 2009. Axtaxsg quote axis long term equity fund bloomberg markets. Dec 03, 2015 download application form pdf for axis long term equity.
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. Axis bluechip fund erstwhile known as axis equity fund g is a growthoriented mutual fund programme which is launched on january 05, 2010 and is formulated. 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. 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. I am investing 5k per month in axis long term equity mutual. 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.
Which is why, axis bank offers loans for corporates in the form of structured. Fill up the form and send with chequedd and pan card details. Axis long term equity fund regular plan mutual fund. 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 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. Is axis long term equity mutual fund still a good choice for. Download application form pdf for axis long term equity. Latest axis long term equity fund shareholdings and portfolio. I am investing 5k per month in axis long term equity. 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 long term equity fundregg axis long term equity. Axis mutual fund acknowledgment slip to be filled in by the investor. Get latest nav, dividends, returns, portfolio, sip returns, performance, growth equity via its company overview, expert.
Jinesh gopani is the current fund manager of axis long term equity fund growth fund. It is an equity mutual fund that invests the major amount of the fund in equities and. The deadline to show investment details for fy18, i. Common application form for fixed income schemes axis mutual fund. 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. The funds objective is to generate income and longterm capital appreciation. Sip switch cannot be requested if the switchout scheme sip installments are completed cancelled terminated.
Axis long term equity fund126% returns in 5 yrs latest. The fund s objective is to generate income and long term capital appreciation. Axis long term equity fund has been one of the most popular investment options within the elss segment. Axis long term equity fund is an open ended equity linked savings scheme with a 3 year lock in. But among these five funds, just two principal tax savings fund and aditya birla sun life tax relief96 continued their top ranking performance. 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. As per elss guidelines, the funds collected under the scheme shall be invested in equities. Common application form for equity and hybrid schemes axis mutual fund. 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 common application form. These are shares held by axis long term equity fund as per the. Tax on mutual funds taxation rules, how are mutual funds taxed.
Since you are already investing in an equity oriented mutual fund scheme. Axis long term equity fund growth direct plan mutual. Download axis mutual fund kim, application forms, factsheets, scheme information documents, monthly portfolios, service form for investors and distributers. Axis long term equity fund is an openend growth fund incorporated in india.
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. Jinesh is managing the axis long term equity fund since april 2011. Axis long term equity fund is a equity elss fund and belongs to axis mutual fund. A folio number will be opened in your name once kyc compliant.
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