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Wealth Management Schemes

The Axis Long Term Equity Fund, managed by Jinesh Gopani, aims to generate income and long-term capital appreciation through a diversified portfolio of equity securities. Launched on January 1, 2013, it has total assets of 219,045.14 million INR and an NAV of 49.88 INR, with a benchmark of S&P BSE 200 India TR INR. The fund is classified as an active fund, with a 3-year alpha of 2.51 and a beta of 0.85.

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Niharika Manchal
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66 views1 page

Wealth Management Schemes

The Axis Long Term Equity Fund, managed by Jinesh Gopani, aims to generate income and long-term capital appreciation through a diversified portfolio of equity securities. Launched on January 1, 2013, it has total assets of 219,045.14 million INR and an NAV of 49.88 INR, with a benchmark of S&P BSE 200 India TR INR. The fund is classified as an active fund, with a 3-year alpha of 2.51 and a beta of 0.85.

Uploaded by

Niharika Manchal
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as DOCX, PDF, TXT or read online on Scribd
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WEALTH MANAGEMENT

1. Scheme name and objective

Fund Company – Axis Asset Management


Scheme Name - Axis Long Term Equity Fund – Direct Growth Plan Option
Objective - To generate income and long-term capital appreciation from a diversified
portfolio of predominantly equity and equity-related securities. However, there can be no
assurance that the investment objective of the Scheme will be achieved.

2. Fund manager's name

Manager Name - Jinesh Gopani

3. Total assets, NAV and Inception date

Inception Date - 01/01/2013

Total Assets - 219,045.14 INR (Mil)

NAV : INR 49.88

4. What is this scheme's bench mark?

S&P BSE 200 India TR INR

5. Is it an active fund or passive fund?

It is an active fund.

6. Fund's alpha and beta

3-Year 5-Year
Alpha : 2.51 Alpha : 1.16
Beta : 0.85 Beta : 0.87

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