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4 Best Equity Funds by Axis Mutual Fund 2020
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
(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 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 Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) Sharpe Ratio Axis Bluechip Fund Growth ₹29.63
↓ -0.05 ₹12,717 9.3 -7.8 1.9 9.3 8.8 18.6 -0.11 Axis Mid Cap Fund Growth ₹38.46
↓ -0.06 ₹5,098 10.7 -3.4 7.9 8.5 7.9 11.3 0.02 Axis Focused 25 Fund Growth ₹28.12
↓ -0.06 ₹9,493 15.1 -9.3 1.7 6.3 9.1 14.7 -0.16 Axis Long Term Equity Fund Growth ₹44.5646
↓ -0.27 ₹19,632 10.1 -10.2 -0.3 6.1 7.6 14.8 -0.12 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20 Note: Ratio's shown as on 30 Apr 20 Assets >= 200 Crore & Sorted on 3 Year CAGR Returns.
1. Axis Bluechip Fund
CAGR/Annualized return of 10.9% since its launch. Ranked 58 in Large Cap category. Return for 2019 was 18.6% , 2018 was 6.5% and 2017 was 38% . Axis Bluechip Fund
Growth Launch Date 5 Jan 10 NAV (10 Jul 20) ₹29.63 ↓ -0.05 (-0.17 %) Net Assets (Cr) ₹12,717 on 30 Apr 20 Category Equity - Large Cap AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.3 Sharpe Ratio -0.11 Information Ratio 0.74 Alpha Ratio 7.81 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 15 ₹10,000 30 Jun 16 ₹10,109 30 Jun 17 ₹11,504 30 Jun 18 ₹14,021 30 Jun 19 ₹15,488 30 Jun 20 ₹14,827 Returns for Axis Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 20 Duration Returns 1 Month 5.2% 3 Month 9.3% 6 Month -7.8% 1 Year 1.9% 3 Year 9.3% 5 Year 8.8% 10 Year 15 Year Since launch 10.9% Historical performance (Yearly) on absolute basis
Year Returns 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% 2010 Fund Manager information for Axis Bluechip Fund
Name Since Tenure Shreyash Devalkar 23 Nov 16 3.61 Yr. Data below for Axis Bluechip Fund as on 30 Apr 20
Equity Sector Allocation
Sector Value Financial Services 26.59% Consumer Defensive 15.05% Technology 11.37% Health Care 7.52% Basic Materials 5.71% Communication Services 5.5% Energy 4.82% Consumer Cyclical 3.17% Asset Allocation
Asset Class Value Cash 16.02% Equity 83.79% Debt 0.19% Top Securities Holdings / Portfolio
Name Holding Value Quantity Clearing Corporation Of India Ltd
CBLO | -19% ₹2,476 Cr HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK7% ₹937 Cr 9,850,000
↑ 350,000 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 5403766% ₹845 Cr 3,723,000 Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY6% ₹799 Cr 11,570,000
↑ 870,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK6% ₹787 Cr 6,430,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL6% ₹716 Cr 12,950,000
↑ 2,300,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS5% ₹679 Cr 3,441,250
↑ 151,250 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE5% ₹627 Cr 4,280,000
↑ 985,000 Net Receivables / (Payables)
Net Current Assets | -5% -₹604 Cr ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK5% ₹594 Cr 17,900,000
↓ -1,300,000 2. Axis Mid Cap Fund
CAGR/Annualized return of 15.4% since its launch. Ranked 41 in Mid Cap category. Return for 2019 was 11.3% , 2018 was 3.5% and 2017 was 42% . Axis Mid Cap Fund
Growth Launch Date 18 Feb 11 NAV (10 Jul 20) ₹38.46 ↓ -0.06 (-0.16 %) Net Assets (Cr) ₹5,098 on 30 Apr 20 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 2.43 Sharpe Ratio 0.02 Information Ratio 1.67 Alpha Ratio 13.34 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 15 ₹10,000 30 Jun 16 ₹9,790 30 Jun 17 ₹11,424 30 Jun 18 ₹13,230 30 Jun 19 ₹14,307 30 Jun 20 ₹14,603 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 20 Duration Returns 1 Month 3.9% 3 Month 10.7% 6 Month -3.4% 1 Year 7.9% 3 Year 8.5% 5 Year 7.9% 10 Year 15 Year Since launch 15.4% Historical performance (Yearly) on absolute basis
Year Returns 2019 11.3% 2018 3.5% 2017 42% 2016 -3.1% 2015 0.8% 2014 76.5% 2013 4.1% 2012 52.6% 2011 2010 Fund Manager information for Axis Mid Cap Fund
Name Since Tenure Shreyash Devalkar 23 Nov 16 3.6 Yr. Data below for Axis Mid Cap Fund as on 30 Apr 20
Equity Sector Allocation
Sector Value Health Care 16.12% Consumer Cyclical 13.05% Financial Services 11.67% Industrials 9.39% Basic Materials 8.94% Consumer Defensive 8.02% Technology 6.63% Utility 5.72% Communication Services 2.94% Asset Allocation
Asset Class Value Cash 15.92% Equity 84.08% Top Securities Holdings / Portfolio
Name Holding Value Quantity Clearing Corporation Of India Ltd
CBLO | -16% ₹827 Cr Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 5403765% ₹257 Cr 1,134,431 Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | 5244944% ₹227 Cr 1,520,000
↑ 35,000 Bata India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 18 | 5000434% ₹195 Cr 1,470,000
↑ 40,000 PI Industries Ltd (Basic Materials)
Equity, Since 31 Mar 19 | PIIND4% ₹187 Cr 1,217,000 Indraprastha Gas Ltd (Utilities)
Equity, Since 30 Nov 17 | 5325143% ₹175 Cr 3,710,000 Voltas Ltd (Industrials)
Equity, Since 31 May 17 | VOLTAS3% ₹164 Cr 3,425,000
↑ 221,000 Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 30 Nov 19 | 5008003% ₹156 Cr 4,258,000 Astral Poly Technik Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL3% ₹146 Cr 1,661,231 City Union Bank Ltd (Financial Services)
Equity, Since 31 May 15 | CUB3% ₹139 Cr 10,266,297
↑ 263,297 3. Axis Focused 25 Fund
CAGR/Annualized return of 13.7% since its launch. Ranked 7 in Focused category. Return for 2019 was 14.7% , 2018 was 0.6% and 2017 was 45.2% . Axis Focused 25 Fund
Growth Launch Date 29 Jun 12 NAV (10 Jul 20) ₹28.12 ↓ -0.06 (-0.21 %) Net Assets (Cr) ₹9,493 on 30 Apr 20 Category Equity - Focused AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.32 Sharpe Ratio -0.16 Information Ratio 0.24 Alpha Ratio 8.7 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 15 ₹10,000 30 Jun 16 ₹10,149 30 Jun 17 ₹12,650 30 Jun 18 ₹15,130 30 Jun 19 ₹15,787 30 Jun 20 ₹14,914 Returns for Axis Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 20 Duration Returns 1 Month 7% 3 Month 15.1% 6 Month -9.3% 1 Year 1.7% 3 Year 6.3% 5 Year 9.1% 10 Year 15 Year Since launch 13.7% Historical performance (Yearly) on absolute basis
Year Returns 2019 14.7% 2018 0.6% 2017 45.2% 2016 4.6% 2015 3.9% 2014 38.8% 2013 5.8% 2012 2011 2010 Fund Manager information for Axis Focused 25 Fund
Name Since Tenure Jinesh Gopani 7 Jun 16 4.07 Yr. Data below for Axis Focused 25 Fund as on 30 Apr 20
Equity Sector Allocation
Sector Value Financial Services 29.04% Basic Materials 12.88% Consumer Cyclical 12.16% Consumer Defensive 9.24% Technology 8.74% Communication Services 8.06% Energy 6.21% Health Care 4.64% Industrials 1.17% Asset Allocation
Asset Class Value Cash 5.83% Equity 93.9% Debt 0.27% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | HDFCBANK8% ₹725 Cr 7,620,609
↑ 825,000 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 5403768% ₹713 Cr 3,140,808
↓ -150,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS8% ₹709 Cr 3,596,738
↑ 100,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK6% ₹598 Cr 4,888,600 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE6% ₹586 Cr 3,998,624
↑ 952,000 Clearing Corporation Of India Ltd
CBLO | -6% ₹522 Cr Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jul 16 | NAUKRI5% ₹492 Cr 1,833,881
↑ 96,000 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND5% ₹476 Cr 3,243,981
↑ 196,604 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 16 | MARUTI5% ₹432 Cr 769,889
↑ 85,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB5% ₹428 Cr 1,790,142 4. Axis Long Term Equity Fund
CAGR/Annualized return of 15.2% since its launch. Ranked 20 in ELSS category. Return for 2019 was 14.8% , 2018 was 2.7% and 2017 was 37.4% . Axis Long Term Equity Fund
Growth Launch Date 29 Dec 09 NAV (10 Jul 20) ₹44.5646 ↓ -0.27 (-0.59 %) Net Assets (Cr) ₹19,632 on 30 Apr 20 Category Equity - ELSS AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.13 Sharpe Ratio -0.12 Information Ratio 0.68 Alpha Ratio 8.82 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 15 ₹10,000 30 Jun 16 ₹10,260 30 Jun 17 ₹11,928 30 Jun 18 ₹14,012 30 Jun 19 ₹14,947 30 Jun 20 ₹14,127 Returns for Axis Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 20 Duration Returns 1 Month 4% 3 Month 10.1% 6 Month -10.2% 1 Year -0.3% 3 Year 6.1% 5 Year 7.6% 10 Year 15 Year Since launch 15.2% Historical performance (Yearly) on absolute basis
Year Returns 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% 2010 30% Fund Manager information for Axis Long Term Equity Fund
Name Since Tenure Jinesh Gopani 1 Apr 11 9.25 Yr. Data below for Axis Long Term Equity Fund as on 30 Apr 20
Equity Sector Allocation
Sector Value Financial Services 27.9% Consumer Defensive 15.23% Consumer Cyclical 13.83% Communication Services 9.08% Technology 8.5% Basic Materials 6.9% Health Care 6.03% Utility 4.36% Industrials 1.98% Asset Allocation
Asset Class Value Cash 6.06% Equity 93.81% Debt 0.13% Top Securities Holdings / Portfolio
Name Holding Value Quantity Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS8% ₹1,625 Cr 8,240,687
↑ 260,000 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 5403768% ₹1,519 Cr 6,695,012
↑ 40,757 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 11 | KOTAKBANK7% ₹1,307 Cr 10,675,515
↓ -755,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK7% ₹1,291 Cr 13,563,723
↑ 982,513 Nestle India Ltd (Consumer Defensive)
Equity, Since 31 Aug 14 | NESTLEIND7% ₹1,249 Cr 712,222
↑ 32,658 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 May 14 | NAUKRI6% ₹1,180 Cr 4,398,391
↑ 150,000 Clearing Corporation Of India Ltd
CBLO | -6% ₹1,106 Cr Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 10 | MARUTI6% ₹1,096 Cr 1,954,187
↑ 155,706 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFC5% ₹1,004 Cr 6,054,031
↓ -615,792 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND5% ₹1,001 Cr 6,817,273
↑ 100,000
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