axis long term

1. Axis Long Term Equity Fund

2.  Axis Tax Saver Fund has been renamed as Axis
Long Term Equity Fund with effect from
September 2, 2011

3. Axis Long Term Equity Fund
 Launched in December 2009, Axis Long Term
Equity Fund is an equity-linked savings scheme
(ELSS). Retail investors can look at ELSS to
avail tax benefits as funds under this category are
eligible for a deduction up to an investment of Rs
1.5 lakhs under Section 80C of the Income Tax
Act.

4. Investment objective
 The investment objective of the Scheme is to
generate income and long-term capital
appreciation from a diversified portfolio of
predominantly equity and equity related
Securities. The fund will invest in a diversified
portfolio of strong growth companies with
sustainable business models. Though the
benchmark is BSE- 200, the investments will not
be limited to the companies constituting the
benchmark.

5. Basic Details
 Fund Family : Axis Mutual Fund
 Class : Equity
 Category : Tax Planning
 AMFI Code : 112323
 Benchmark : S&P BSE200
 Type : Open-Ended
 Inception Date : 29/12/2009
 Fund Manager : Jinesh Gopani Manager
 Start Date :1 Apr 2011
 NAV (30 Dec 2015) : 30.44 INR
 Total Net Assets (mil) : 64973.04 INR

6. Investment Details
 Return since Launch 20.36%
 Minimum Investment Rs.500
 Minimum Addl Investment Rs.500
 Minimum SIP Investment Rs.500
 Minimum Withdrawal Rs.500

7.  Sector Weightings % Equity
 Cyclical 60.29
 Basic Materials 6.90
 Consumer Cyclical 22.70
 Financial Services 30.69
 Sensitive 23.87
 Industrials 8.28
 Technology 15.59
 Defensive 15.84
 Consumer Defensive 2.79
 Healthcare 10.80
 Utilities 2.25

9. Rating
ELSS CRISIL VALUE
RESEARCH
Morning Star
Axis Long Term
Equity Fund
★★★★★ ★★★★★
★★★★★

10. MARKET CAPITALIZATION
SIZE % OF
PORTFOLIO
BENCHMARK CATEGORY
AVG
GAINT 38.53 62.69 41.50
LARGE 31.14 27.59 25.92
MEDIUM 20.63 8.92 20.21
SMALL 8.07 0.80 11.19
MICRO 1.63 0.03 1.18

11. Risk Measure
 3-Yr Alpha 13.0
 3-Yr Beta 0.87
 R-Squared 81.04
 Information Ratio 2.50
 Tracking Error 5.88
 3-Yr Sharpe Ratio 1.32
 3-Yr Std Dev 13.34
 3-Yr Risk bel avg
 5-Yr Risk bel avg

13. ASSEST ALLOCATION
 STOCK 98.0267
 BOND 0.0166
 CASH 2.0443
 OTHER -0.0875

14. Why Axis Long Term Equity Fund
is Best ELSS:
 1. Dynamic Portfolio
 2. Solid Base of Blue chip Shares
 3. Quality Mid Cap Picks
 4. Share For Long Term
 5. Small Portfolio
 6. Little Churning

15.  7. Stay Away From the Companies Which
Look At Government Policies
 8. Safe Distance From PSU Stocks
 9. Avoid The Shares Which Has Regulatory
and Corporate Governance Issues
 10. Consistent Fund Manager