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Top 4 Best Equity Funds by Axis Mutual Fund 2019 | Fincash

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4 Best Equity Funds by Axis Mutual Fund 2019

Updated on December 11, 2019 , 2124 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 (%)2018 (%)Sharpe Ratio
Axis Focused 25 Fund Growth ₹30.44
↑ 0.18
₹8,80010.96.514.818.5130.61.24
Axis Long Term Equity Fund Growth ₹48.4928
↑ 0.42
₹21,4929.55.913.316.211.62.71.36
Axis Bluechip Fund Growth ₹31.8
↑ 0.12
₹8,7499.16.41819.610.86.51.77
Axis Mid Cap Fund Growth ₹39.55
↑ 0.24
₹3,55111.27.813.617.310.63.51.09
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Dec 19
Note: Ratio's shown as on 31 Oct 19

1. 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 16.1% since its launch.  Ranked 7 in Focused category.  Return for 2018 was 0.6% , 2017 was 45.2% and 2016 was 4.6% .

Below is the key information for Axis Focused 25 Fund

Axis Focused 25 Fund
Growth
Launch Date 29 Jun 12
NAV (13 Dec 19) ₹30.44 ↑ 0.18   (0.59 %)
Net Assets (Cr) ₹8,800 on 31 Oct 19
Category Equity - Focused
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.32
Sharpe Ratio 1.24
Information Ratio 0.24
Alpha Ratio 5.78
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.

DateValue
30 Nov 14₹10,000
30 Nov 15₹10,194
30 Nov 16₹11,060
30 Nov 17₹14,976
30 Nov 18₹15,601
30 Nov 19₹17,962

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 ₹415,684.
Net Profit of ₹115,684
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 13 Dec 19

DurationReturns
1 Month 0.1%
3 Month 10.9%
6 Month 6.5%
1 Year 14.8%
3 Year 18.5%
5 Year 13%
10 Year
15 Year
Since launch 16.1%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Jinesh Gopani7 Jun 163.4 Yr.

Data below for Axis Focused 25 Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Financial Services42.57%
Basic Materials13.17%
Consumer Cyclical11.37%
Technology7.38%
Consumer Defensive6.42%
Industrials5.83%
Energy5.04%
Communication Services4.83%
Health Care1.41%
Asset Allocation
Asset ClassValue
Cash1.99%
Equity98.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | HDFCBANK
9%₹799 Cr6,490,492
↑ 520,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
8%₹693 Cr1,721,318
↓ -357,265
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
7%₹631 Cr4,006,457
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | 532978
7%₹608 Cr747,220
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
7%₹575 Cr2,534,738
↑ 207,822
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
6%₹565 Cr2,830,122
Asian Paints Ltd (Basic Materials)
Equity, Since 30 Nov 18 | 500820
6%₹484 Cr2,676,200
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND
5%₹450 Cr3,207,659
↓ -295,899
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
5%₹444 Cr3,031,000
↑ 1,532,000
Bandhan Bank Ltd (Financial Services)
Equity, Since 31 Oct 19 | 541153
5%₹431 Cr7,044,854
↓ -7,219,050,010

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 17.2% since its launch.  Ranked 20 in ELSS category.  Return for 2018 was 2.7% , 2017 was 37.4% and 2016 was -0.7% .

Below is the key information for Axis Long Term Equity Fund

Axis Long Term Equity Fund
Growth
Launch Date 29 Dec 09
NAV (13 Dec 19) ₹48.4928 ↑ 0.42   (0.87 %)
Net Assets (Cr) ₹21,492 on 31 Oct 19
Category Equity - ELSS
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.13
Sharpe Ratio 1.36
Information Ratio 0.4
Alpha Ratio 8.46
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Nov 14₹10,000
30 Nov 15₹10,623
30 Nov 16₹11,044
30 Nov 17₹14,188
30 Nov 18₹15,013
30 Nov 19₹17,155

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 ₹405,518.
Net Profit of ₹105,518
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 13 Dec 19

DurationReturns
1 Month -0.7%
3 Month 9.5%
6 Month 5.9%
1 Year 13.3%
3 Year 16.2%
5 Year 11.6%
10 Year
15 Year
Since launch 17.2%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Jinesh Gopani1 Apr 117.84 Yr.

Data below for Axis Long Term Equity Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Financial Services41.02%
Consumer Cyclical14.2%
Consumer Defensive11.21%
Technology7.96%
Basic Materials5.48%
Communication Services5.47%
Industrials5.23%
Utility3.35%
Health Care1.4%
Real Estate0%
Asset Allocation
Asset ClassValue
Cash4.67%
Equity95.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
8%₹1,743 Cr4,326,666
↓ -488,842
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 11 | KOTAKBANK
8%₹1,720 Cr10,922,075
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
8%₹1,675 Cr13,615,750
↑ 820,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
7%₹1,491 Cr7,475,645
↑ 150,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS
7%₹1,486 Cr6,548,129
↑ 341,712
Bandhan Bank Ltd (Financial Services)
Equity, Since 31 Mar 18 | 541153
7%₹1,423 Cr23,238,395
↓ -20,982,404,373
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFC
5%₹1,180 Cr5,536,662
↓ -250,000
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND
5%₹1,178 Cr8,402,218
↓ -2,217,725
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 May 14 | NAUKRI
5%₹1,175 Cr4,574,049
↑ 50,000
Clearing Corporation Of India Ltd
CBLO | -
5%₹1,076 Cr

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 12.3% since its launch.  Ranked 58 in Large Cap category.  Return for 2018 was 6.5% , 2017 was 38% and 2016 was -3.6% .

Below is the key information for Axis Bluechip Fund

Axis Bluechip Fund
Growth
Launch Date 5 Jan 10
NAV (13 Dec 19) ₹31.8 ↑ 0.12   (0.38 %)
Net Assets (Cr) ₹8,749 on 31 Oct 19
Category Equity - Large Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.3
Sharpe Ratio 1.77
Information Ratio 0.5
Alpha Ratio 9.82
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.

DateValue
30 Nov 14₹10,000
30 Nov 15₹9,619
30 Nov 16₹9,569
30 Nov 17₹12,431
30 Nov 18₹13,635
30 Nov 19₹16,051

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 ₹395,578.
Net Profit of ₹95,578
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 13 Dec 19

DurationReturns
1 Month 1%
3 Month 9.1%
6 Month 6.4%
1 Year 18%
3 Year 19.6%
5 Year 10.8%
10 Year
15 Year
Since launch 12.3%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Shreyash Devalkar23 Nov 162.77 Yr.

Data below for Axis Bluechip Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Financial Services40.98%
Consumer Defensive12.38%
Technology9.55%
Energy6.58%
Basic Materials6.43%
Consumer Cyclical3.99%
Industrials2.91%
Health Care0.98%
Asset Allocation
Asset ClassValue
Cash11.27%
Equity88.73%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Ltd
CBLO | -
16%₹1,364 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
9%₹792 Cr6,440,000
↑ 425,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK
8%₹672 Cr4,270,000
↓ -130,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
7%₹652 Cr14,089,000
↓ -770,375
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 500034
7%₹650 Cr1,613,000
↓ -61,293
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE
7%₹575 Cr3,930,000
↓ -70,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
5%₹475 Cr2,379,000
↑ 38,776
Net Receivables / (Payables)
Net Current Assets | -
5%-₹461 Cr
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY
5%₹433 Cr6,317,382
↓ -2,382,618
Future on Nifty 50 Index
- | -
4%₹343 Cr287,925
↑ 287,925

4. 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 16.9% since its launch.  Ranked 41 in Mid Cap category.  Return for 2018 was 3.5% , 2017 was 42% and 2016 was -3.1% .

Below is the key information for Axis Mid Cap Fund

Axis Mid Cap Fund
Growth
Launch Date 18 Feb 11
NAV (13 Dec 19) ₹39.55 ↑ 0.24   (0.61 %)
Net Assets (Cr) ₹3,551 on 31 Oct 19
Category Equity - Mid Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.43
Sharpe Ratio 1.09
Information Ratio 1.22
Alpha Ratio 13.23
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.

DateValue
30 Nov 14₹10,000
30 Nov 15₹10,429
30 Nov 16₹10,325
30 Nov 17₹13,830
30 Nov 18₹14,371
30 Nov 19₹16,524

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 ₹395,578.
Net Profit of ₹95,578
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 13 Dec 19

DurationReturns
1 Month 0.9%
3 Month 11.2%
6 Month 7.8%
1 Year 13.6%
3 Year 17.3%
5 Year 10.6%
10 Year
15 Year
Since launch 16.9%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Shreyash Devalkar23 Nov 162.52 Yr.

Data below for Axis Mid Cap Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Financial Services26.61%
Consumer Cyclical16.94%
Industrials12.44%
Basic Materials9.07%
Communication Services5.55%
Consumer Defensive5.18%
Health Care5%
Technology4.34%
Utility3.11%
Asset Allocation
Asset ClassValue
Cash10.73%
Equity89.27%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Ltd
CBLO | -
10%₹368 Cr
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 May 17 | NAUKRI
6%₹197 Cr767,000
↑ 16,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
5%₹184 Cr923,055
City Union Bank Ltd (Financial Services)
Equity, Since 31 May 15 | CUB
5%₹174 Cr8,210,000
↑ 669,501
Bata India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 18 | 500043
5%₹166 Cr920,000
↑ 40,000
Astral Poly Technik Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL
4%₹155 Cr1,385,000
↑ 193,686
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | 500034
4%₹149 Cr370,000
Voltas Ltd (Industrials)
Equity, Since 31 May 17 | VOLTAS
4%₹139 Cr1,960,000
↑ 160,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN
3%₹119 Cr3,890,000
↑ 190,000
Indraprastha Gas Ltd (Utilities)
Equity, Since 30 Nov 17 | 532514
3%₹110 Cr2,820,000
↑ 470,000

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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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