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4 Best Equity Funds by Axis Mutual Fund 2021
If you want to build wealth for your family or plan for your child’s higher education, then Equity Funds by Axis Mutual Fund are the best option to invest in.
Equity funds are a type of Mutual Fund that mainly invests in equity and related instruments. These funds are a good option to fulfil long-term financial needs. These funds have a great potential to provide high returns in the long-run, that is why it is suggested to invest at least for 3-5 years in equity funds. But, equity funds are only suitable for investors who can bear high risk in their investments.
Investors planning to invest in this scheme can choose from the below-listed top 4 Best equity funds by Axis Mutual Fund. These funds have been shortlisted by undertaking certain important parameters like AUM, NAV, past performances, average peer returns, and other information ratios.
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Why Invest in Axis Equity Funds?
By Investing in equity funds, one can plan their long-term investment goals like buying a house/car, Retirement planning, child's career or just as simple as wealth creation.
Axis Mutual Fund offers a scheme that helps you to enjoy tax benefits. The name of the scheme is-
Axis Long Term Equity Fund. By investing in this scheme one can plan their Taxes under Section 80C of the income tax Act, 1961.The fund managers at Axis Mutual Fund have a rich experience in making investment decisions. Their experience will help you grow your Capital over a long term.
Best Axis Equity Mutual Funds
To achieve long term capital appreciation by investing predominantly in equity & equity related instruments of mid size companies. The focus of the fund would be to invest in relatively larger companies within this category. Axis Mid Cap Fund is a Equity - Mid Cap fund was launched on 18 Feb 11. It is a fund with Moderately High risk and has given a Below is the key information for Axis Mid Cap Fund Returns up to 1 year are on 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. Axis Long Term Equity Fund is a Equity - ELSS fund was launched on 29 Dec 09. It is a fund with Moderately High risk and has given a Below is the key information for Axis Long Term Equity Fund Returns up to 1 year are on To generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of up to 25 companies. Axis Focused 25 Fund is a Equity - Focused fund was launched on 29 Jun 12. It is a fund with Moderately High risk and has given a Below is the key information for Axis Focused 25 Fund Returns up to 1 year are on (Erstwhile Axis Equity Fund) To achieve long term capital appreciation by investing in a diversified portfolio predominantly consisting of equity and equity related securities of Large Cap
companies including derivatives. However, there can be no assurance that the investment objective of the Scheme will be achieved. Axis Bluechip Fund is a Equity - Large Cap fund was launched on 5 Jan 10. It is a fund with Moderately High risk and has given a Below is the key information for Axis Bluechip Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2020 (%) Sharpe Ratio Axis Mid Cap Fund Growth ₹69.88
↓ -0.69 ₹15,395 11.2 29.8 64 29.3 20.6 26 3.6 Axis Long Term Equity Fund Growth ₹76.5441
↓ -0.58 ₹34,371 12.4 27.9 60.5 25 18 20.5 2.68 Axis Focused 25 Fund Growth ₹48.16
↓ -0.27 ₹20,334 14.3 30 59.7 24.7 18.9 21 2.78 Axis Bluechip Fund Growth ₹47.75
↓ -0.17 ₹33,154 12.6 25.9 48.9 24.4 18.5 19.7 2.63 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Oct 21 Note: Ratio's shown as on 30 Sep 21 Assets >= 200 Crore & Sorted on 3 Year CAGR Returns.
1. Axis Mid Cap Fund
CAGR/Annualized return of 20% since its launch. Ranked 41 in Mid Cap category. Return for 2020 was 26% , 2019 was 11.3% and 2018 was 3.5% . Axis Mid Cap Fund
Growth Launch Date 18 Feb 11 NAV (22 Oct 21) ₹69.88 ↓ -0.69 (-0.98 %) Net Assets (Cr) ₹15,395 on 30 Sep 21 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 1.91 Sharpe Ratio 3.6 Information Ratio 0.59 Alpha Ratio 4.17 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 16 ₹10,000 30 Sep 17 ₹11,427 30 Sep 18 ₹12,806 30 Sep 19 ₹14,087 30 Sep 20 ₹15,816 30 Sep 21 ₹25,622 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Oct 21 Duration Returns 1 Month 0.5% 3 Month 11.2% 6 Month 29.8% 1 Year 64% 3 Year 29.3% 5 Year 20.6% 10 Year 15 Year Since launch 20% Historical performance (Yearly) on absolute basis
Year Returns 2020 26% 2019 11.3% 2018 3.5% 2017 42% 2016 -3.1% 2015 0.8% 2014 76.5% 2013 4.1% 2012 52.6% 2011 Fund Manager information for Axis Mid Cap Fund
Name Since Tenure Shreyash Devalkar 23 Nov 16 4.78 Yr. Hitesh Das 18 Dec 20 0.7 Yr. Data below for Axis Mid Cap Fund as on 30 Sep 21
Equity Sector Allocation
Sector Value Financial Services 18.06% Consumer Cyclical 16.3% Technology 14.95% Industrials 11.75% Basic Materials 11.28% Health Care 8.63% Consumer Defensive 5.32% Utility 4.83% Communication Services 2.31% Asset Allocation
Asset Class Value Cash 6.59% Equity 93.41% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN4% ₹627 Cr 11,323,500 Coforge Ltd (Technology)
Equity, Since 31 May 20 | 5325414% ₹585 Cr 1,123,713 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK4% ₹553 Cr 7,695,000 PI Industries Ltd (Basic Materials)
Equity, Since 31 Mar 19 | PIIND4% ₹528 Cr 1,557,136 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | 5000343% ₹500 Cr 665,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | HDFCBANK3% ₹491 Cr 3,105,500 Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Jun 20 | CROMPTON3% ₹490 Cr 10,359,953 Astral Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL3% ₹479 Cr 2,344,974 MindTree Ltd (Technology)
Equity, Since 31 Dec 19 | 5328193% ₹467 Cr 1,286,323 Gujarat Gas Ltd (Utilities)
Equity, Since 29 Feb 20 | 5393363% ₹429 Cr 5,935,665 2. Axis Long Term Equity Fund
CAGR/Annualized return of 18.8% since its launch. Ranked 20 in ELSS category. Return for 2020 was 20.5% , 2019 was 14.8% and 2018 was 2.7% . Axis Long Term Equity Fund
Growth Launch Date 29 Dec 09 NAV (22 Oct 21) ₹76.5441 ↓ -0.58 (-0.76 %) Net Assets (Cr) ₹34,371 on 30 Sep 21 Category Equity - ELSS AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.68 Sharpe Ratio 2.68 Information Ratio 0.32 Alpha Ratio -7.43 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Sep 16 ₹10,000 30 Sep 17 ₹11,703 30 Sep 18 ₹12,644 30 Sep 19 ₹14,176 30 Sep 20 ₹14,067 30 Sep 21 ₹22,847 Returns for Axis Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Oct 21 Duration Returns 1 Month -0.4% 3 Month 12.4% 6 Month 27.9% 1 Year 60.5% 3 Year 25% 5 Year 18% 10 Year 15 Year Since launch 18.8% Historical performance (Yearly) on absolute basis
Year Returns 2020 20.5% 2019 14.8% 2018 2.7% 2017 37.4% 2016 -0.7% 2015 6.7% 2014 66.2% 2013 16.5% 2012 33.7% 2011 -14.8% Fund Manager information for Axis Long Term Equity Fund
Name Since Tenure Jinesh Gopani 1 Apr 11 10.43 Yr. Data below for Axis Long Term Equity Fund as on 30 Sep 21
Equity Sector Allocation
Sector Value Financial Services 33.47% Consumer Defensive 13.02% Technology 11.59% Basic Materials 10.53% Consumer Cyclical 9.77% Communication Services 7.73% Health Care 7.26% Utility 3.85% Industrials 1.59% Real Estate 0.29% Asset Allocation
Asset Class Value Cash 0.9% Equity 99.1% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 50003411% ₹3,605 Cr 4,790,581
↑ 50,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS8% ₹2,821 Cr 7,451,140
↓ -50,000 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 5403768% ₹2,744 Cr 6,937,429 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 May 14 | NAUKRI8% ₹2,619 Cr 4,236,101
↑ 150,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 17 | DIVISLAB5% ₹1,827 Cr 3,531,231 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFC5% ₹1,757 Cr 6,278,691
↑ 300,000 Nestle India Ltd (Consumer Defensive)
Equity, Since 31 Aug 14 | NESTLEIND5% ₹1,666 Cr 855,912 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK5% ₹1,659 Cr 10,488,502
↑ 913,596 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND5% ₹1,544 Cr 6,769,674
↑ 192,412 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 11 | KOTAKBANK4% ₹1,455 Cr 8,297,028
↓ -53,641 3. Axis Focused 25 Fund
CAGR/Annualized return of 18.4% since its launch. Ranked 7 in Focused category. Return for 2020 was 21% , 2019 was 14.7% and 2018 was 0.6% . Axis Focused 25 Fund
Growth Launch Date 29 Jun 12 NAV (22 Oct 21) ₹48.16 ↓ -0.27 (-0.56 %) Net Assets (Cr) ₹20,334 on 30 Sep 21 Category Equity - Focused AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 2.78 Information Ratio 0.34 Alpha Ratio -1.64 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 16 ₹10,000 30 Sep 17 ₹12,335 30 Sep 18 ₹13,492 30 Sep 19 ₹14,821 30 Sep 20 ₹14,765 30 Sep 21 ₹23,906 Returns for Axis Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Oct 21 Duration Returns 1 Month 0.4% 3 Month 14.3% 6 Month 30% 1 Year 59.7% 3 Year 24.7% 5 Year 18.9% 10 Year 15 Year Since launch 18.4% Historical performance (Yearly) on absolute basis
Year Returns 2020 21% 2019 14.7% 2018 0.6% 2017 45.2% 2016 4.6% 2015 3.9% 2014 38.8% 2013 5.8% 2012 2011 Fund Manager information for Axis Focused 25 Fund
Name Since Tenure Jinesh Gopani 7 Jun 16 5.24 Yr. Hitesh Das 2 Nov 20 0.83 Yr. Data below for Axis Focused 25 Fund as on 30 Sep 21
Equity Sector Allocation
Sector Value Financial Services 29.02% Technology 13.71% Consumer Cyclical 11.5% Basic Materials 9.64% Health Care 8.9% Communication Services 7.88% Consumer Defensive 7.83% Energy 3.43% Utility 1.21% Asset Allocation
Asset Class Value Cash 4.78% Equity 95.22% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 50003410% ₹2,009 Cr 2,670,167
↓ -170,052 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS8% ₹1,674 Cr 4,420,804 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jul 16 | NAUKRI8% ₹1,555 Cr 2,515,759
↑ 30,000 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 5403768% ₹1,546 Cr 3,908,882
↑ 50,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB6% ₹1,205 Cr 2,328,887
↑ 230,000 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND6% ₹1,160 Cr 5,087,425
↑ 75,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 18 | HDFC5% ₹1,056 Cr 3,775,161 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK5% ₹931 Cr 5,308,728
↓ -13,457 Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | 5099305% ₹893 Cr 4,088,599
↑ 100,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | HDFCBANK4% ₹812 Cr 5,136,460 4. Axis Bluechip Fund
CAGR/Annualized return of 14.2% since its launch. Ranked 58 in Large Cap category. Return for 2020 was 19.7% , 2019 was 18.6% and 2018 was 6.5% . Axis Bluechip Fund
Growth Launch Date 5 Jan 10 NAV (22 Oct 21) ₹47.75 ↓ -0.17 (-0.35 %) Net Assets (Cr) ₹33,154 on 30 Sep 21 Category Equity - Large Cap AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio 2.63 Information Ratio 0.3 Alpha Ratio -4.39 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 16 ₹10,000 30 Sep 17 ₹11,667 30 Sep 18 ₹13,055 30 Sep 19 ₹15,303 30 Sep 20 ₹15,106 30 Sep 21 ₹23,040 Returns for Axis Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Oct 21 Duration Returns 1 Month 1% 3 Month 12.6% 6 Month 25.9% 1 Year 48.9% 3 Year 24.4% 5 Year 18.5% 10 Year 15 Year Since launch 14.2% Historical performance (Yearly) on absolute basis
Year Returns 2020 19.7% 2019 18.6% 2018 6.5% 2017 38% 2016 -3.6% 2015 -1.2% 2014 40.8% 2013 13.5% 2012 31.7% 2011 -22.6% Fund Manager information for Axis Bluechip Fund
Name Since Tenure Shreyash Devalkar 23 Nov 16 4.77 Yr. Hitesh Das 2 Nov 20 0.83 Yr. Data below for Axis Bluechip Fund as on 30 Sep 21
Equity Sector Allocation
Sector Value Financial Services 38.28% Technology 18.88% Consumer Defensive 11.42% Basic Materials 10.62% Health Care 5.84% Consumer Cyclical 5.32% Energy 4.38% Communication Services 2.88% Asset Allocation
Asset Class Value Cash 1.07% Equity 98.93% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 50003410% ₹3,282 Cr 4,361,250
↑ 266,250 Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY9% ₹2,986 Cr 17,500,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK9% ₹2,934 Cr 18,551,250
↑ 816,750 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK8% ₹2,694 Cr 37,471,875
↑ 2,550,625 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS8% ₹2,588 Cr 6,835,000
↑ 765,000 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 5403766% ₹2,034 Cr 5,142,169
↑ 42,169 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE4% ₹1,411 Cr 6,250,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFC4% ₹1,349 Cr 4,820,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 18 | DIVISLAB4% ₹1,162 Cr 2,246,000
↑ 62,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 18 | ULTRACEMCO4% ₹1,129 Cr 1,441,413
↑ 72,900
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