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4 Best Equity Funds by Axis Mutual Fund 2019
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
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2018 (%) Sharpe Ratio Axis Focused 25 Fund Growth ₹27.71
↑ 0.16 ₹6,762 7.2 7.4 2.8 17 17 0.6 -0.06 Axis Long Term Equity Fund Growth ₹44.6357
↑ 0.24 ₹17,426 7.8 9.8 4.1 14.5 18.7 2.7 -0.05 Axis Bluechip Fund Growth ₹28.66
↑ 0.22 ₹4,221 7 11.9 10 15.5 14.6 6.5 0.31 Axis Mid Cap Fund Growth ₹36.44
↑ 0.07 ₹1,891 4.9 9 3.3 14.8 18.8 3.5 0.12 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Apr 19 Note: Ratio's shown as on 28 Feb 19
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 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 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 1. Axis Focused 25 Fund
CAGR/Annualized return of 16.2% since its launch. Ranked 7 in Focused category. Return for 2018 was 0.6% , 2017 was 45.2% and 2016 was 4.6% . Axis Focused 25 Fund
Growth Launch Date 29 Jun 12 NAV (16 Apr 19) ₹27.71 ↑ 0.16 (0.58 %) Net Assets (Cr) ₹6,762 on 28 Feb 19 Category Equity - Focused AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.73 Sharpe Ratio -0.06 Information Ratio 0.3 Alpha Ratio -3.46 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 14 ₹10,000 31 Mar 15 ₹14,209 31 Mar 16 ₹13,378 31 Mar 17 ₹16,741 31 Mar 18 ₹19,897 31 Mar 19 ₹21,440 Returns for Axis Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 19 Duration Returns 1 Month 2.7% 3 Month 7.2% 6 Month 7.4% 1 Year 2.8% 3 Year 17% 5 Year 17% 10 Year 15 Year Since launch 16.2% Historical performance (Yearly) on absolute basis
Year Returns 2018 0.6% 2017 45.2% 2016 4.6% 2015 3.9% 2014 38.8% 2013 5.8% 2012 2011 2010 2009 Fund Manager information for Axis Focused 25 Fund
Name Since Tenure Jinesh Gopani 7 Jun 16 2.65 Yr. Data below for Axis Focused 25 Fund as on 28 Feb 19
Equity Sector Allocation
Sector Value Financial Services 45.31% Consumer Cyclical 18.45% Technology 12.98% Basic Materials 10.05% Industrials 3.06% Asset Allocation
Asset Class Value Cash 10.15% Equity 89.85% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000349% ₹653 Cr 2,159,634
↓ -58,501 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK8% ₹561 Cr 4,206,457
↑ 200,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS8% ₹547 Cr 2,732,709
↓ -287,388 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | HDFCBANK7% ₹523 Cr 2,255,069 NTPC LIMITED
Commercial Paper | -6% ₹464 Cr 9,300
↑ 9,300 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 18 | HDFC6% ₹457 Cr 2,322,956 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | 5329786% ₹434 Cr 617,050 Avenue Supermarts Ltd (Consumer Cyclical)
Equity, Since 30 Apr 17 | 5403766% ₹396 Cr 2,695,122
↑ 30,000 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND5% ₹385 Cr 3,092,936
↓ -327,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 16 | MARUTI5% ₹367 Cr 549,460
↓ -105,000 2. Axis Long Term Equity Fund
CAGR/Annualized return of 17.5% since its launch. Ranked 20 in ELSS category. Return for 2018 was 2.7% , 2017 was 37.4% and 2016 was -0.7% . Axis Long Term Equity Fund
Growth Launch Date 29 Dec 09 NAV (16 Apr 19) ₹44.6357 ↑ 0.24 (0.54 %) Net Assets (Cr) ₹17,426 on 28 Feb 19 Category Equity - ELSS AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.49 Sharpe Ratio -0.05 Information Ratio -0.36 Alpha Ratio 0.83 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 14 ₹10,000 31 Mar 15 ₹16,203 31 Mar 16 ₹15,224 31 Mar 17 ₹18,010 31 Mar 18 ₹21,034 31 Mar 19 ₹22,827 Returns for Axis Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 19 Duration Returns 1 Month 2.6% 3 Month 7.8% 6 Month 9.8% 1 Year 4.1% 3 Year 14.5% 5 Year 18.7% 10 Year 15 Year Since launch 17.5% Historical performance (Yearly) on absolute basis
Year Returns 2018 2.7% 2017 37.4% 2016 -0.7% 2015 6.7% 2014 66.2% 2013 16.5% 2012 33.7% 2011 -14.8% 2010 30% 2009 Fund Manager information for Axis Long Term Equity Fund
Name Since Tenure Jinesh Gopani 1 Apr 11 7.84 Yr. Data below for Axis Long Term Equity Fund as on 28 Feb 19
Equity Sector Allocation
Sector Value Financial Services 40.92% Consumer Cyclical 21.27% Technology 13.96% Basic Materials 7.21% Utility 3.98% Industrials 3.47% Consumer Defensive 2.09% Health Care 1.65% Asset Allocation
Asset Class Value Cash 5.46% Equity 94.54% Debt 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK8% ₹1,546 Cr 6,668,912 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000348% ₹1,514 Cr 5,005,476
↓ -63,667 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 11 | KOTAKBANK8% ₹1,483 Cr 11,115,031 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS8% ₹1,452 Cr 7,253,090
↓ -450,000 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND7% ₹1,358 Cr 10,900,642
↓ -359,487 GRUH Finance Ltd (Financial Services)
Equity, Since 31 May 11 | 5112885% ₹963 Cr 34,922,188
↑ 10,272,450 Avenue Supermarts Ltd (Consumer Cyclical)
Equity, Since 30 Apr 17 | 5403765% ₹896 Cr 6,087,972 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 10 | MARUTI5% ₹864 Cr 1,294,317
↓ -75,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFC5% ₹856 Cr 4,347,008
↓ -350,000 Corporate Bond Repo
CBLO/Reverse Repo | -4% ₹813 Cr 3. Axis Bluechip Fund
CAGR/Annualized return of 12% since its launch. Ranked 58 in Large Cap category. Return for 2018 was 6.5% , 2017 was 38% and 2016 was -3.6% . Axis Bluechip Fund
Growth Launch Date 5 Jan 10 NAV (16 Apr 19) ₹28.66 ↑ 0.22 (0.77 %) Net Assets (Cr) ₹4,221 on 28 Feb 19 Category Equity - Large Cap AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.11 Sharpe Ratio 0.31 Information Ratio -0.04 Alpha Ratio 2.9 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 14 ₹10,000 31 Mar 15 ₹13,430 31 Mar 16 ₹12,562 31 Mar 17 ₹14,401 31 Mar 18 ₹17,011 31 Mar 19 ₹19,483 Returns for Axis Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 19 Duration Returns 1 Month 2.8% 3 Month 7% 6 Month 11.9% 1 Year 10% 3 Year 15.5% 5 Year 14.6% 10 Year 15 Year Since launch 12% Historical performance (Yearly) on absolute basis
Year Returns 2018 6.5% 2017 38% 2016 -3.6% 2015 -1.2% 2014 40.8% 2013 13.5% 2012 31.7% 2011 -22.6% 2010 2009 Fund Manager information for Axis Bluechip Fund
Name Since Tenure Shreyash Devalkar 23 Nov 16 2.19 Yr. Data below for Axis Bluechip Fund as on 28 Feb 19
Equity Sector Allocation
Sector Value Financial Services 43.58% Technology 13.49% Consumer Cyclical 10.43% Basic Materials 6.94% Consumer Defensive 6.12% Industrials 3.48% Energy 3.26% Health Care 1.76% Asset Allocation
Asset Class Value Cash 10.94% Equity 89.06% Top Securities Holdings / Portfolio
Name Holding Value Quantity Clearing Corporation Of India Ltd
CBLO | -12% ₹597 Cr HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK10% ₹474 Cr 2,042,000
↑ 102,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 5000349% ₹438 Cr 1,449,000
↑ 109,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK8% ₹404 Cr 3,025,000
↑ 365,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS7% ₹345 Cr 1,725,000
↑ 105,000 Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY6% ₹289 Cr 3,880,000
↓ -160,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK6% ₹286 Cr 7,150,000
↑ 1,769,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFC4% ₹198 Cr 1,007,000
↑ 297,000 Avenue Supermarts Ltd (Consumer Cyclical)
Equity, Since 31 Mar 17 | 5403764% ₹190 Cr 1,290,000
↑ 110,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 18 | LT3% ₹167 Cr 1,205,000
↑ 665,000 4. Axis Mid Cap Fund
CAGR/Annualized return of 17.2% since its launch. Ranked 41 in Mid Cap category. Return for 2018 was 3.5% , 2017 was 42% and 2016 was -3.1% . Axis Mid Cap Fund
Growth Launch Date 18 Feb 11 NAV (16 Apr 19) ₹36.44 ↑ 0.07 (0.19 %) Net Assets (Cr) ₹1,891 on 28 Feb 19 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 2.69 Sharpe Ratio 0.12 Information Ratio 0.37 Alpha Ratio 15.22 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 14 ₹10,000 31 Mar 15 ₹16,429 31 Mar 16 ₹15,118 31 Mar 17 ₹18,224 31 Mar 18 ₹21,874 31 Mar 19 ₹23,866 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 19 Duration Returns 1 Month 1.4% 3 Month 4.9% 6 Month 9% 1 Year 3.3% 3 Year 14.8% 5 Year 18.8% 10 Year 15 Year Since launch 17.2% Historical performance (Yearly) on absolute basis
Year Returns 2018 3.5% 2017 42% 2016 -3.1% 2015 0.8% 2014 76.5% 2013 4.1% 2012 52.6% 2011 2010 2009 Fund Manager information for Axis Mid Cap Fund
Name Since Tenure Shreyash Devalkar 23 Nov 16 2.19 Yr. Data below for Axis Mid Cap Fund as on 28 Feb 19
Equity Sector Allocation
Sector Value Financial Services 29.88% Consumer Cyclical 24.34% Health Care 8.82% Basic Materials 8.42% Technology 7.58% Industrials 6.93% Utility 1.94% Asset Allocation
Asset Class Value Cash 12.08% Equity 87.92% Top Securities Holdings / Portfolio
Name Holding Value Quantity Clearing Corporation Of India Ltd
CBLO | -12% ₹268 Cr City Union Bank Ltd (Financial Services)
Equity, Since 31 May 15 | CUB6% ₹122 Cr 5,949,000
↑ 395,335 GRUH Finance Ltd (Financial Services)
Equity, Since 31 Aug 15 | 5112885% ₹113 Cr 4,115,000
↑ 505,000 Info Edge (India) Ltd (Technology)
Equity, Since 31 May 17 | NAUKRI5% ₹103 Cr 557,000
↑ 12,000 Avenue Supermarts Ltd (Consumer Cyclical)
Equity, Since 31 Mar 17 | 5403764% ₹95 Cr 643,000
↑ 485,526 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | 5000344% ₹89 Cr 295,500
↑ 86,500 ACC Ltd (Basic Materials)
Equity, Since 31 Jul 18 | 5004104% ₹82 Cr 490,000
↑ 85,000 Torrent Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 May 18 | TORNTPHARM4% ₹81 Cr 415,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | HDFCBANK4% ₹80 Cr 344,000
↑ 34,000 Astral Poly Technik Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | ASTRAL4% ₹77 Cr 665,158
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