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Top 4 Best Equity Funds by Axis Mutual Fund 2023 | Fincash

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4 Best Equity Funds by Axis Mutual Fund 2023

Updated on November 28, 2023 , 42465 views

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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Axis-MF

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

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)Sharpe Ratio
Axis Mid Cap Fund Growth ₹82.2
↑ 0.42
₹21,9624.414.519.519.718.8-5.10.43
Axis Long Term Equity Fund Growth ₹75.77
↑ 0.26
₹31,1367.411.112.410.912.2-12-0.04
Axis Bluechip Fund Growth ₹48.15
↑ 0.27
₹30,7344.68.5610.612.3-5.7-0.43
Axis Focused 25 Fund Growth ₹43.93
↑ 0.23
₹13,6535.58.16.28.210.5-14.5-0.43
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Dec 23
Note: Ratio's shown as on 31 Oct 23
*List of funds based on Assets >= 200 Crore & Sorted on 3 Year CAGR Returns.

1. Axis Mid Cap Fund

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 CAGR/Annualized return of 17.9% since its launch.  Ranked 41 in Mid Cap category.  Return for 2022 was -5.1% , 2021 was 39.9% and 2020 was 26% .

Below is the key information for Axis Mid Cap Fund

Axis Mid Cap Fund
Growth
Launch Date 18 Feb 11
NAV (01 Dec 23) ₹82.2 ↑ 0.42   (0.51 %)
Net Assets (Cr) ₹21,962 on 31 Oct 23
Category Equity - Mid Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.74
Sharpe Ratio 0.43
Information Ratio 0
Alpha Ratio 0
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.

DateValue
30 Nov 18₹10,000
30 Nov 19₹11,498
30 Nov 20₹13,809
30 Nov 21₹19,907
30 Nov 22₹19,832
30 Nov 23₹23,691

Axis Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for Axis Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Dec 23

DurationReturns
1 Month 7.3%
3 Month 4.4%
6 Month 14.5%
1 Year 19.5%
3 Year 19.7%
5 Year 18.8%
10 Year
15 Year
Since launch 17.9%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -5.1%
2021 39.9%
2020 26%
2019 11.3%
2018 3.5%
2017 42%
2016 -3.1%
2015 0.8%
2014 76.5%
2013 4.1%
Fund Manager information for Axis Mid Cap Fund
NameSinceTenure
Shreyash Devalkar23 Nov 166.94 Yr.
Nitin Arora3 Aug 230.24 Yr.
Vinayak Jayanath17 Jan 230.79 Yr.

Data below for Axis Mid Cap Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Consumer Cyclical26.86%
Industrials18.61%
Financial Services17.13%
Basic Materials10.77%
Technology6.98%
Health Care5.46%
Real Estate1.85%
Consumer Defensive1.81%
Communication Services1.66%
Utility1%
Asset Allocation
Asset ClassValue
Cash7.85%
Equity92.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN
5%₹1,012 Cr8,894,643
Supreme Industries Ltd (Industrials)
Equity, Since 31 Dec 16 | 509930
4%₹970 Cr2,240,369
↓ -1,977
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | 500251
4%₹813 Cr3,771,809
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 500850
3%₹746 Cr19,466,737
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT
3%₹740 Cr1,200,635
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | 500034
3%₹704 Cr939,573
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK
3%₹678 Cr7,407,750
Astral Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL
3%₹664 Cr3,589,762
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 532343
3%₹618 Cr3,886,272
↓ -203,235
Sona BLW Precision Forgings Ltd (Consumer Cyclical)
Equity, Since 30 Jun 21 | 543300
2%₹547 Cr10,106,515

2. Axis Long Term Equity Fund

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 CAGR/Annualized return of 15.6% since its launch.  Ranked 20 in ELSS category.  Return for 2022 was -12% , 2021 was 24.5% and 2020 was 20.5% .

Below is the key information for Axis Long Term Equity Fund

Axis Long Term Equity Fund
Growth
Launch Date 29 Dec 09
NAV (01 Dec 23) ₹75.77 ↑ 0.26   (0.34 %)
Net Assets (Cr) ₹31,136 on 31 Oct 23
Category Equity - ELSS
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.61
Sharpe Ratio -0.04
Information Ratio -1.21
Alpha Ratio -3.59
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Nov 18₹10,000
30 Nov 19₹11,426
30 Nov 20₹13,001
30 Nov 21₹17,292
30 Nov 22₹15,779
30 Nov 23₹17,743

Axis Long Term Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for Axis Long Term Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Dec 23

DurationReturns
1 Month 6.9%
3 Month 7.4%
6 Month 11.1%
1 Year 12.4%
3 Year 10.9%
5 Year 12.2%
10 Year
15 Year
Since launch 15.6%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -12%
2021 24.5%
2020 20.5%
2019 14.8%
2018 2.7%
2017 37.4%
2016 -0.7%
2015 6.7%
2014 66.2%
2013 16.5%
Fund Manager information for Axis Long Term Equity Fund
NameSinceTenure
Shreyash Devalkar4 Aug 230.24 Yr.
Ashish Naik3 Aug 230.24 Yr.

Data below for Axis Long Term Equity Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Financial Services26.79%
Consumer Defensive14.43%
Basic Materials13.28%
Technology10.45%
Consumer Cyclical9.54%
Health Care7.95%
Industrials5.34%
Communication Services5.27%
Utility4.85%
Asset Allocation
Asset ClassValue
Cash2.09%
Equity97.91%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
9%₹2,704 Cr3,609,437
↓ -99,740
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
7%₹2,330 Cr6,412,369
↓ -325,842
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS
7%₹2,200 Cr6,530,818
↓ -135,000
Nestle India Ltd (Consumer Defensive)
Equity, Since 31 Aug 14 | NESTLEIND
7%₹2,164 Cr892,895
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 May 14 | NAUKRI
5%₹1,614 Cr3,950,638
Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 13 | 532779
5%₹1,510 Cr20,766,681
↓ -1,742,000
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND
5%₹1,479 Cr6,017,484
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Jun 20 | CHOLAFIN
4%₹1,357 Cr11,929,799
Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Jun 20 | 532978
4%₹1,296 Cr8,256,121
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 17 | DIVISLAB
4%₹1,293 Cr3,817,238

3. Axis Bluechip Fund

(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 CAGR/Annualized return of 11.9% since its launch.  Ranked 58 in Large Cap category.  Return for 2022 was -5.7% , 2021 was 20.6% and 2020 was 19.7% .

Below is the key information for Axis Bluechip Fund

Axis Bluechip Fund
Growth
Launch Date 5 Jan 10
NAV (01 Dec 23) ₹48.15 ↑ 0.27   (0.56 %)
Net Assets (Cr) ₹30,734 on 31 Oct 23
Category Equity - Large Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.6
Sharpe Ratio -0.43
Information Ratio -1.86
Alpha Ratio -5.09
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.

DateValue
30 Nov 18₹10,000
30 Nov 19₹11,772
30 Nov 20₹13,191
30 Nov 21₹16,996
30 Nov 22₹16,809
30 Nov 23₹17,826

Axis Bluechip Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for Axis Bluechip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Dec 23

DurationReturns
1 Month 5.2%
3 Month 4.6%
6 Month 8.5%
1 Year 6%
3 Year 10.6%
5 Year 12.3%
10 Year
15 Year
Since launch 11.9%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -5.7%
2021 20.6%
2020 19.7%
2019 18.6%
2018 6.5%
2017 38%
2016 -3.6%
2015 -1.2%
2014 40.8%
2013 13.5%
Fund Manager information for Axis Bluechip Fund
NameSinceTenure
Shreyash Devalkar23 Nov 166.94 Yr.
Ashish Naik3 Aug 230.24 Yr.
Vinayak Jayanath17 Jan 230.79 Yr.

Data below for Axis Bluechip Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Financial Services33.39%
Consumer Cyclical13.96%
Consumer Defensive11.12%
Technology9.43%
Industrials6.43%
Basic Materials6.06%
Energy4.8%
Communication Services4.3%
Health Care3.85%
Real Estate1.32%
Utility0.02%
Asset Allocation
Asset ClassValue
Cash4.78%
Equity94.69%
Debt0.52%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
9%₹2,700 Cr18,286,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
8%₹2,549 Cr27,849,000
↓ -2,575,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 500034
8%₹2,509 Cr3,348,482
↓ -161,094
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
6%₹1,796 Cr4,944,109
↓ -49,296
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
5%₹1,656 Cr4,915,118
↓ -200,000
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE
5%₹1,451 Cr6,344,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 21 | LT
4%₹1,370 Cr4,676,667
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY
4%₹1,215 Cr8,880,235
↓ -975,596
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 18 | ULTRACEMCO
3%₹937 Cr1,112,364
↓ -51,272
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL
3%₹856 Cr9,358,487

4. Axis Focused 25 Fund

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 CAGR/Annualized return of 13.8% since its launch.  Ranked 7 in Focused category.  Return for 2022 was -14.5% , 2021 was 24% and 2020 was 21% .

Below is the key information for Axis Focused 25 Fund

Axis Focused 25 Fund
Growth
Launch Date 29 Jun 12
NAV (01 Dec 23) ₹43.93 ↑ 0.23   (0.53 %)
Net Assets (Cr) ₹13,653 on 31 Oct 23
Category Equity - Focused
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.74
Sharpe Ratio -0.43
Information Ratio -1.72
Alpha Ratio -8.91
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.

DateValue
30 Nov 18₹10,000
30 Nov 19₹11,514
30 Nov 20₹13,020
30 Nov 21₹17,357
30 Nov 22₹15,538
30 Nov 23₹16,497

Axis Focused 25 Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for Axis Focused 25 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Dec 23

DurationReturns
1 Month 6.5%
3 Month 5.5%
6 Month 8.1%
1 Year 6.2%
3 Year 8.2%
5 Year 10.5%
10 Year
15 Year
Since launch 13.8%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -14.5%
2021 24%
2020 21%
2019 14.7%
2018 0.6%
2017 45.2%
2016 4.6%
2015 3.9%
2014 38.8%
2013 5.8%
Fund Manager information for Axis Focused 25 Fund
NameSinceTenure
Shreyash Devalkar4 Aug 230.24 Yr.
Hitesh Das3 Aug 230.25 Yr.
Vinayak Jayanath17 Jan 230.79 Yr.

Data below for Axis Focused 25 Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Financial Services24.1%
Basic Materials16.4%
Technology10.8%
Consumer Defensive7.87%
Health Care7.4%
Communication Services5.31%
Energy3.74%
Utility3.74%
Consumer Cyclical3.23%
Real Estate0.41%
Asset Allocation
Asset ClassValue
Cash2.14%
Equity97.86%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
9%₹1,252 Cr1,671,598
↓ -55,776
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
8%₹1,074 Cr2,955,832
↓ -476,620
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
7%₹976 Cr2,897,172
↓ -135,000
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND
7%₹929 Cr3,778,203
↓ -81,269
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jul 16 | NAUKRI
5%₹725 Cr1,774,864
↓ -22,878
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB
5%₹725 Cr2,139,049
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | 532978
4%₹611 Cr3,894,424
Shree Cement Ltd (Basic Materials)
Equity, Since 30 Apr 19 | 500387
4%₹552 Cr215,283
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE
4%₹511 Cr2,232,716
Torrent Power Ltd (Utilities)
Equity, Since 28 Feb 21 | 532779
4%₹511 Cr7,023,691

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Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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