Axis Long Term Equity Mutual Fund has been one of the best performing ELSS Tax Saving mutual funds during the last 3-5 years. We discuss some key details of the fund’s fundamental parameters, portfolio allocation, risk vs return profile, and trailing return performance of the fund versus benchmark index to assess whether it is a fund worth considering for your long-term tax saving mutual fund investment portfolio. If you have the need for investing in an Equity Linked Savings Scheme (ELSS) mutual fund to avail the tax benefits under section 80(c), the fund we discuss in this video can be good option to start your investments. However, one thing to keep in mind while investing through ELSS funds is that your funds (each investment installment) are locked-in for a period of 3 years. So ELSS mutual funds can be considered if you’ve not exhausted the 1.5 lakh investment limit under 80(c) using other instruments, such as PPF, deductions on bank loan interest, tax saving deposits, and other such tax saving avenues, etc.
Understanding the process of looking at the different aspects of a mutual fund, not just its recent performance, can help fine-tune your thought process for long-term investment and wealth compounding. This is what we hope to achieve through this discussion.
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In this video, we discuss some key aspects of one of the better performing ELSS (tax saving) mutual funds in recent times, Axis Long Term Equity Fund, to understand how this fund fares versus its benchmark index and category average. ELSS mutual funds have a lock-in period of 3 years, but are often used as a popular tax saving investment instrument. Understanding the process of assessing a fund by looking at its different aspects can also help streamline the thought process while choosing the right mutual fund for your specific goals and needs, and help you achieve your long-term financial goals through prudent financial planning. Some of the different points discussed in this video are:
00:00 Intro
01:33 Overview of Axis Long Term Equity Mutual Fund
03:12 Portfolio and Sector Allocation Details
05:13 Risk vs Return Profile of Axis Long Term Equity Mutual Fund
07:51 Trailing Return Performance of Axis Long Term Equity Mutual Fund
08:26 Conclusion and Outlook
Link to SIP calculator: https://sipcalculator.in/
Sources: MoneyControl, Economic Times, Value Research Online, Morning Star, Tijorifinance, Screener, Tickertape, Zerodha, Upstox
Link to Tijorifinance: https://tijorifinance.com/
Link to Screener: https://www.screener.in/
Link to TickerTape: https://www.tickertape.in/
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