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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 (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 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 Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2020 (%) Sharpe Ratio Axis Mid Cap Fund Growth ₹62.82
↓ -0.30 ₹12,813 14.4 26.4 63.4 20.7 19.4 26 3.68 Axis Long Term Equity Fund Growth ₹67.8466
↓ -0.15 ₹30,520 11.3 17 53.6 14.5 15.6 20.5 2.43 Axis Bluechip Fund Growth ₹42.41
↓ -0.13 ₹28,247 10 12.8 40.7 14.1 16 19.7 2.46 Axis Focused 25 Fund Growth ₹42.02
↓ -0.14 ₹17,336 11.4 15.2 49.4 12.9 16.9 21 2.49 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jul 21 Note: Ratio's shown as on 30 Jun 21 Assets >= 200 Crore & Sorted on 3 Year CAGR Returns.
1. Axis Mid Cap Fund
CAGR/Annualized return of 19.3% 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 (27 Jul 21) ₹62.82 ↓ -0.30 (-0.48 %) Net Assets (Cr) ₹12,813 on 30 Jun 21 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 2.03 Sharpe Ratio 3.68 Information Ratio 0.8 Alpha Ratio 4.09 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.
Date Value 30 Jun 16 ₹10,000 30 Jun 17 ₹11,669 30 Jun 18 ₹13,514 30 Jun 19 ₹14,614 30 Jun 20 ₹14,917 30 Jun 21 ₹24,189 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jul 21 Duration Returns 1 Month 4% 3 Month 14.4% 6 Month 26.4% 1 Year 63.4% 3 Year 20.7% 5 Year 19.4% 10 Year 15 Year Since launch 19.3% 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 4.6 Yr. Hitesh Das 18 Dec 20 0.53 Yr. Data below for Axis Mid Cap Fund as on 30 Jun 21
Equity Sector Allocation
Sector Value Financial Services 17.87% Consumer Cyclical 17.57% Technology 14.35% Industrials 14.15% Basic Materials 11.12% Health Care 6.43% Consumer Defensive 5.27% Utility 4.24% Communication Services 2.29% Asset Allocation
Asset Class Value Cash 5.09% Equity 94.91% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN4% ₹554 Cr 10,786,000 Voltas Ltd Shs Dematerialised (Industrials)
Equity, Since 31 May 17 | VOLTAS4% ₹490 Cr 4,791,925
↑ 250,000 Coforge Ltd Shs Dematerialised (Technology)
Equity, Since 31 May 20 | 5325414% ₹467 Cr 1,123,713 Astral Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL4% ₹467 Cr 2,344,974 PI Industries Ltd (Basic Materials)
Equity, Since 31 Mar 19 | PIIND4% ₹453 Cr 1,557,136 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK3% ₹433 Cr 6,870,000
↑ 920,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | HDFCBANK3% ₹398 Cr 2,660,000
↑ 400,000 Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Jun 20 | CROMPTON3% ₹392 Cr 9,029,953
↑ 31,240 Gujarat Gas Ltd (Utilities)
Equity, Since 29 Feb 20 | 5393363% ₹392 Cr 5,935,665
↑ 1,028,046 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | 5000343% ₹373 Cr 620,000 2. Axis Long Term Equity Fund
CAGR/Annualized return of 18% 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 (27 Jul 21) ₹67.8466 ↓ -0.15 (-0.22 %) Net Assets (Cr) ₹30,520 on 30 Jun 21 Category Equity - ELSS AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio 2.43 Information Ratio 0.04 Alpha Ratio -6.51 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 16 ₹10,000 30 Jun 17 ₹11,626 30 Jun 18 ₹13,656 30 Jun 19 ₹14,568 30 Jun 20 ₹13,769 30 Jun 21 ₹21,147 Returns for Axis Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jul 21 Duration Returns 1 Month 1.9% 3 Month 11.3% 6 Month 17% 1 Year 53.6% 3 Year 14.5% 5 Year 15.6% 10 Year 15 Year Since launch 18% 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 10.25 Yr. Data below for Axis Long Term Equity Fund as on 30 Jun 21
Equity Sector Allocation
Sector Value Financial Services 32.12% Consumer Defensive 12.49% Consumer Cyclical 12.48% Technology 10.78% Basic Materials 10.04% Health Care 6.82% Communication Services 6.76% Utility 4.08% Industrials 1.72% Asset Allocation
Asset Class Value Cash 2.71% Equity 97.29% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000349% ₹2,852 Cr 4,740,581
↓ -4,858 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS8% ₹2,510 Cr 7,501,140
↑ 287,346 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 5403768% ₹2,320 Cr 6,937,429
↑ 141,078 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 May 14 | NAUKRI7% ₹2,062 Cr 4,194,096
↑ 190,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 11 | KOTAKBANK5% ₹1,623 Cr 9,513,096
↓ -1,450,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 17 | DIVISLAB5% ₹1,524 Cr 3,456,231 Nestle India Ltd Shs Dematerialised (Consumer Defensive)
Equity, Since 31 Aug 14 | NESTLEIND5% ₹1,492 Cr 845,912
↓ -50,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFC5% ₹1,480 Cr 5,978,691
↓ -64,597 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK5% ₹1,443 Cr 9,630,736
↓ -1,500,000 Pidilite Industries Ltd Shs Dematerialised (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND5% ₹1,417 Cr 6,577,262 3. Axis Bluechip Fund
CAGR/Annualized return of 13.3% 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 (27 Jul 21) ₹42.41 ↓ -0.13 (-0.31 %) Net Assets (Cr) ₹28,247 on 30 Jun 21 Category Equity - Large Cap AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.86 Sharpe Ratio 2.46 Information Ratio 0.08 Alpha Ratio -3.12 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 Jun 16 ₹10,000 30 Jun 17 ₹11,380 30 Jun 18 ₹13,870 30 Jun 19 ₹15,322 30 Jun 20 ₹14,668 30 Jun 21 ₹21,426 Returns for Axis Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jul 21 Duration Returns 1 Month 0.7% 3 Month 10% 6 Month 12.8% 1 Year 40.7% 3 Year 14.1% 5 Year 16% 10 Year 15 Year Since launch 13.3% 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 4.6 Yr. Hitesh Das 2 Nov 20 0.66 Yr. Data below for Axis Bluechip Fund as on 30 Jun 21
Equity Sector Allocation
Sector Value Financial Services 37.63% Technology 18.42% Consumer Defensive 11.48% Basic Materials 8.41% Consumer Cyclical 6.29% Health Care 6.02% Energy 4.67% Communication Services 1.29% Industrials 0.45% Asset Allocation
Asset Class Value Cash 4.05% Equity 95.95% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY10% ₹2,766 Cr 17,500,000
↑ 100,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK9% ₹2,513 Cr 16,780,000
↑ 380,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 5000349% ₹2,448 Cr 4,070,000
↓ -80,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK7% ₹2,082 Cr 33,000,000
↑ 1,400,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS7% ₹2,031 Cr 6,070,000 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 5403766% ₹1,705 Cr 5,100,000
↑ 80,246 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK5% ₹1,416 Cr 8,300,000
↓ -1,550,000 Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 28 Feb 18 | RELIANCE5% ₹1,319 Cr 6,250,000
↓ -340,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFC4% ₹1,262 Cr 5,100,000
↓ -110,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 18 | DIVISLAB3% ₹860 Cr 1,950,000 4. Axis Focused 25 Fund
CAGR/Annualized return of 17.1% 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 (27 Jul 21) ₹42.02 ↓ -0.14 (-0.33 %) Net Assets (Cr) ₹17,336 on 30 Jun 21 Category Equity - Focused AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.9 Sharpe Ratio 2.49 Information Ratio -0.07 Alpha Ratio -2.16 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 Jun 16 ₹10,000 30 Jun 17 ₹12,465 30 Jun 18 ₹14,908 30 Jun 19 ₹15,555 30 Jun 20 ₹14,695 30 Jun 21 ₹22,399 Returns for Axis Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jul 21 Duration Returns 1 Month 1.9% 3 Month 11.4% 6 Month 15.2% 1 Year 49.4% 3 Year 12.9% 5 Year 16.9% 10 Year 15 Year Since launch 17.1% 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 5.07 Yr. Hitesh Das 2 Nov 20 0.66 Yr. Data below for Axis Focused 25 Fund as on 30 Jun 21
Equity Sector Allocation
Sector Value Financial Services 28.03% Consumer Cyclical 14.31% Technology 13.61% Basic Materials 9.35% Consumer Defensive 7.44% Health Care 7.25% Communication Services 6.91% Energy 3.65% Utility 1.32% Asset Allocation
Asset Class Value Cash 5.19% Equity 94.81% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 50003410% ₹1,709 Cr 2,840,219
↓ -10,043 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS9% ₹1,479 Cr 4,420,804
↑ 150,000 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 5403767% ₹1,290 Cr 3,858,882
↑ 130,000 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jul 16 | NAUKRI7% ₹1,197 Cr 2,435,759
↑ 249,830 Pidilite Industries Ltd Shs Dematerialised (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND6% ₹1,080 Cr 5,012,425 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK6% ₹993 Cr 5,822,185
↓ -1,955,282 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 18 | HDFC6% ₹984 Cr 3,975,161
↓ -63,696 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB5% ₹925 Cr 2,098,887
↑ 100,000 Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | 5099305% ₹863 Cr 3,988,599
↑ 150,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 16 | MARUTI5% ₹781 Cr 1,039,390
↑ 14,788
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