IN 2020, IT IS THE BEST IDEA TO INVEST IN AXIS LONG TERM EQUITY

Page 1

IN 2020, IT IS THE BEST IDEA TO INVEST IN AXIS LONG TERM EQUITY furnilly.com/in-2020-it-is-the-best-idea-to-invest-in-axis-long-term-equity/ February 26, 2020

Axis Long Term Equity Fund aims to provide long term capital appreciation and income to its investors through systematic investment in equity related instruments and debt and other money market instruments. The Fund does not guarantee that it achieves all of its goals, but will continue to strive to achieve them. Axis Long Term Equity Fund Investment Philosophy The Axis Long Term Equity Fund employs an investment growth style, which focuses more on the future potential of the stock than the current market value. To select stocks, the fund uses a combination of bottom-up and top-down analysis. The Axis Long Term Equity Fund actively seeks out stocks of companies showing strong trading practices and other managerial capabilities. Axis Long Term Equity Fund –Performance The Axis Long Term Equity Fund was launched in December 2009 and has consistently surpassed its benchmark and range since its inception. The scheme fund saw its best performance between September 2013 and September 2014. The fund carries an alpha of 0.44, which is higher than the average range of -0.12. The fund also has a beta of 0.93,

1/2


Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.