Performance of Axis Long Term Equity Fund 2.pdf · Returns of schemes managed by Jinesh Gopani...

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Performance of Axis Long Term Equity Fund (as on December 31, 2015) S&P BSE 200 (Benchmark) Nifty 50 (Additional Benchmark) Axis Long Term Equity Fund - Growth Past performance may or may not be sustained in future. Calculations are based on Growth Option NAV. Since inception returns are calculated on ` 10 invested at inception. Since inception returns for Axis Long Term Equity Fund - Growth Option is calculated from 29th December 2009. Jinesh Gopani manages 3schemes. Dec 31, 2014 to , 2015 Absolute Return (%) Dec 31 Dec 31 Dec 31 Absolute Return (%) , 2013 to , 2014 Dec 31 Dec 31 Absolute Return (%) , 2012 to , 2013 Since Inception CAGR (%) Current Value of Investment if ` 10,000 was invested on inception date Returns of schemes managed by Jinesh Gopani (as on December 31, 2015) (Fund Manager) Only for d Above data excludes returns of schemes which have not completed a year istributors/advisors and their clients *Scheme Performance may not be strictly comparable with that of its additional benchmark in view of hybrid nature of the scheme. Past performance may or may not be sustained in future. Calculations are based on Growth Option NAV. Axis Long Term Equity Fund - Growth* 16.51% 66.18% 6.70% 20.47% 30,612 29-Dec-09 S&P BSE 200 (Benchmark) 4.38% 35.47% -1.48% 7.61% 15,535 Nifty 50 (Additional Benchmark) 6.76% 31.39% -4.06% 7.35% 15,317 Axis Income Saver - Growth 5.82% 20.68% 6.27% 8.78% 15,836 16-Jul-10 Crisil MIP Blended Fund Index (Benchmark) 4.41% 16.83% 6.79% 8.21% 15,389 Crisil 10 Year Gilt Index (Additional Benchmark) -0.68% 14.14% 7.39% 6.31% 13,968 Since Inception Current Value of Investment if ` 10,000 was invested on inception date Date of Inception Absolute Return Absolute Return Absolute Return CAGR Sep 28, 2012 to Sep 30, 2013 Sep 30, 2013 to Sep 30, 2014 Sep 30, 2014 to Sep 30, 2015 Statutory Details: Axis Mutual Fund has been established as a Trust under the Indian Trusts Act, 1882, sponsored by Axis Bank Ltd. (liability restricted to ` 1 lakh). Trustee: Axis Mutual Fund Trustee Ltd. Investment Manager: Axis Asset Management Co. Ltd. (the AMC). Risk Factors: Axis Bank Ltd. is not liable or responsible for any loss or shortfall resulting from the operation of the scheme. Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Axis Long Term Equity Fund (an open-ended equity linked savings scheme with a 3 year lock-in) This product is suitable for investors who are seeking*: Capital appreciation & generating income over long term Investment in a diversified portfolio predominantly consisting of equity and equity related instruments *Investors should consult their financial advisers if in doubt about whether the product is suitable for them. Riskometer Investors understand that their principal will be at moderately high risk LOW HIGH Moderate Moderately High Moderately Low High Low 66.18% 20.47% 35.47% 7.61% 16.51% 4.38% 6.76% 31.39% 7.35% 6.70% -1.48% -4.06% 30,612 15,535 15,317

Transcript of Performance of Axis Long Term Equity Fund 2.pdf · Returns of schemes managed by Jinesh Gopani...

Page 1: Performance of Axis Long Term Equity Fund 2.pdf · Returns of schemes managed by Jinesh Gopani (Fund Manager) (as on December 31, 2015) Only for d Above data excludes returns of schemes

Performance of Axis Long Term Equity Fund (as on December 31, 2015)

S&P BSE 200 (Benchmark) Nifty 50 (Additional Benchmark)Axis Long Term Equity Fund - Growth

Past performance may or may not be sustained in future. Calculations are based on Growth Option NAV. Since inception returns are calculated on ` 10 invested at inception. Since inception returns for Axis Long Term Equity Fund - Growth Option is calculated from 29th December 2009. Jinesh Gopani manages 3schemes.

Dec 31, 2014 to , 2015Absolute Return (%)

Dec 31 Dec 31 Dec 31Absolute Return (%)

, 2013 to , 2014 Dec 31 Dec 31Absolute Return (%)

, 2012 to , 2013 Since Inception CAGR (%)

Current Value of Investment if ` 10,000 was invested on inception date

Returns of schemes managed by Jinesh Gopani (as on December 31, 2015)(Fund Manager)

Only for dAbove data excludes returns of schemes which have not completed a year

istributors/advisors and their clients*Scheme Performance may not be strictly comparable with that of its additional benchmark in view of hybrid nature of the scheme. Past performance may or may not be sustained in future. Calculations are based on Growth Option NAV.

Axis Long Term Equity Fund - Growth* 16.51% 66.18% 6.70% 20.47% 30,612 29-Dec-09

S&P BSE 200 (Benchmark) 4.38% 35.47% -1.48% 7.61% 15,535

Nifty 50 (Additional Benchmark) 6.76% 31.39% -4.06% 7.35% 15,317

Axis Income Saver - Growth 5.82% 20.68% 6.27% 8.78% 15,836 16-Jul-10

Crisil MIP Blended Fund Index (Benchmark) 4.41% 16.83% 6.79% 8.21% 15,389

Crisil 10 Year Gilt Index (Additional Benchmark) -0.68% 14.14% 7.39% 6.31% 13,968

Since Inception

Current Value of Investment if ` 10,000

was invested on inception date

Date of Inception

Absolute Return Absolute Return Absolute Return CAGR

Sep 28, 2012 to Sep 30, 2013

Sep 30, 2013 to Sep 30, 2014

Sep 30, 2014 to Sep 30, 2015

Statutory Details: Axis Mutual Fund has been established as a Trust under the Indian Trusts Act, 1882, sponsored by Axis Bank Ltd. (liability restricted to ̀ 1 lakh). Trustee: Axis Mutual Fund Trustee Ltd. Investment Manager: Axis Asset Management Co. Ltd. (the AMC). Risk Factors: Axis Bank Ltd. is not liable or responsible for any loss or shortfall resulting from the operation of the scheme. Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Axis Long Term Equity Fund (an open-ended equity linked savings scheme with a 3 year lock-in)

This product is suitable for investors who are seeking*:

• Capital appreciation & generating income over long term

• Investment in a diversified portfolio predominantly consisting of equity and equity related instruments

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Riskometer

Investors understand that their principal will be at moderately high risk

LOW HIGH

Moderate ModeratelyHighModerately

Low

HighLow

66.18%

20.47%

35.47%

7.61%

16.51%

4.38%

6.76%

31.39%

7.35%6.70%

-1.48% -4.06%

30,612

15,535 15,317