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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
(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 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 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 Bluechip Fund Growth ₹38.76
↓ -0.48 ₹20,480 22.9 32.8 19.4 14.9 16.6 19.7 0.4 Axis Mid Cap Fund Growth ₹50.95
↓ -0.67 ₹7,878 21.6 33.9 25.6 13.8 16.8 26 0.64 Axis Long Term Equity Fund Growth ₹59.8042
↓ -0.82 ₹25,618 27.4 37 19.7 12 15.6 20.5 0.43 Axis Focused 25 Fund Growth ₹37.48
↓ -0.59 ₹13,359 25.6 36.2 19.9 11.6 18.1 21 0.41 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Jan 21 Note: Ratio's shown as on 30 Nov 20 Assets >= 200 Crore & Sorted on 3 Year CAGR Returns.
1. Axis Bluechip Fund
CAGR/Annualized return of 13.1% 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 (15 Jan 21) ₹38.76 ↓ -0.48 (-1.22 %) Net Assets (Cr) ₹20,480 on 30 Nov 20 Category Equity - Large Cap AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.86 Sharpe Ratio 0.4 Information Ratio 0.45 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 31 Dec 15 ₹10,000 31 Dec 16 ₹9,638 31 Dec 17 ₹13,304 31 Dec 18 ₹14,174 31 Dec 19 ₹16,807 31 Dec 20 ₹20,121 Returns for Axis Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Jan 21 Duration Returns 1 Month 4.9% 3 Month 22.9% 6 Month 32.8% 1 Year 19.4% 3 Year 14.9% 5 Year 16.6% 10 Year 15 Year Since launch 13.1% 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 4.11 Yr. Hitesh Das 2 Nov 20 0.16 Yr. Data below for Axis Bluechip Fund as on 30 Nov 20
Equity Sector Allocation
Sector Value Financial Services 40.21% Technology 16.68% Consumer Defensive 11.99% Health Care 7.58% Basic Materials 7.5% Energy 5.58% Consumer Cyclical 5.53% Communication Services 2.72% Asset Allocation
Asset Class Value Cash 1.53% Equity 98.47% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK10% ₹2,190 Cr 15,250,000
↓ -300,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 50003410% ₹2,160 Cr 4,080,000
↓ -250,000 Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY9% ₹2,006 Cr 15,970,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK8% ₹1,694 Cr 8,486,800
↑ 296,800 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS6% ₹1,426 Cr 4,980,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK6% ₹1,366 Cr 25,527,875
↑ 2,592,875 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE6% ₹1,255 Cr 6,323,520
↑ 283,520 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 5403765% ₹1,230 Cr 4,450,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFC5% ₹1,068 Cr 4,173,200
↑ 1,593,200 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 19 | MARUTI3% ₹736 Cr 961,500
↑ 149,500 2. Axis Mid Cap Fund
CAGR/Annualized return of 17.9% 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 (15 Jan 21) ₹50.95 ↓ -0.67 (-1.30 %) Net Assets (Cr) ₹7,878 on 30 Nov 20 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 2.03 Sharpe Ratio 0.64 Information Ratio 1.33 Alpha Ratio 6.5 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 31 Dec 15 ₹10,000 31 Dec 16 ₹9,689 31 Dec 17 ₹13,756 31 Dec 18 ₹14,240 31 Dec 19 ₹15,852 31 Dec 20 ₹19,976 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Jan 21 Duration Returns 1 Month 4.4% 3 Month 21.6% 6 Month 33.9% 1 Year 25.6% 3 Year 13.8% 5 Year 16.8% 10 Year 15 Year Since launch 17.9% 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 4.11 Yr. Hitesh Das 18 Dec 20 0.04 Yr. Data below for Axis Mid Cap Fund as on 30 Nov 20
Equity Sector Allocation
Sector Value Financial Services 19.91% Consumer Cyclical 19.49% Basic Materials 13.21% Health Care 11.75% Industrials 11.14% Technology 10.04% Consumer Defensive 6.07% Utility 3.24% Communication Services 2.64% Asset Allocation
Asset Class Value Cash 2.51% Equity 97.49% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN5% ₹385 Cr 9,939,905 PI Industries Ltd (Basic Materials)
Equity, Since 31 Mar 19 | PIIND4% ₹342 Cr 1,557,136 Voltas Ltd (Industrials)
Equity, Since 31 May 17 | VOLTAS4% ₹319 Cr 3,860,000 Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | 5244944% ₹302 Cr 1,379,726 Astral Poly Technik Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL3% ₹296 Cr 1,661,231 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | 5000343% ₹291 Cr 549,308 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | HDFCBANK3% ₹273 Cr 1,900,000 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 5403763% ₹265 Cr 960,000 Endurance Technologies Ltd (Consumer Cyclical)
Equity, Since 31 Oct 16 | ENDURANCE3% ₹252 Cr 1,871,023 Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 30 Nov 19 | 5008003% ₹251 Cr 4,258,000 3. Axis Long Term Equity Fund
CAGR/Annualized return of 17.6% 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 (15 Jan 21) ₹59.8042 ↓ -0.82 (-1.36 %) Net Assets (Cr) ₹25,618 on 30 Nov 20 Category Equity - ELSS AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio 0.43 Information Ratio 0.47 Alpha Ratio 3.64 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Dec 15 ₹10,000 31 Dec 16 ₹9,931 31 Dec 17 ₹13,649 31 Dec 18 ₹14,013 31 Dec 19 ₹16,092 31 Dec 20 ₹19,393 Returns for Axis Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Jan 21 Duration Returns 1 Month 4% 3 Month 27.4% 6 Month 37% 1 Year 19.7% 3 Year 12% 5 Year 15.6% 10 Year 15 Year Since launch 17.6% 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 9.76 Yr. Data below for Axis Long Term Equity Fund as on 30 Nov 20
Equity Sector Allocation
Sector Value Financial Services 35.73% Consumer Cyclical 13.21% Consumer Defensive 12.18% Technology 11.07% Health Care 8.6% Basic Materials 7.46% Communication Services 6.4% Utility 3.04% Industrials 1.33% Asset Allocation
Asset Class Value Cash 0.97% Equity 99.03% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000349% ₹2,524 Cr 4,767,001
↓ -300,544 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK7% ₹2,020 Cr 14,064,035 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS7% ₹1,944 Cr 6,791,985
↑ 111,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 11 | KOTAKBANK7% ₹1,830 Cr 9,169,478 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 5403767% ₹1,819 Cr 6,581,351
↑ 809,914 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 May 14 | NAUKRI6% ₹1,739 Cr 3,654,111 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFC6% ₹1,565 Cr 6,118,288
↑ 150,000 Nestle India Ltd (Consumer Defensive)
Equity, Since 31 Aug 14 | NESTLEIND5% ₹1,493 Cr 811,600 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 10 | MARUTI5% ₹1,408 Cr 1,840,742
↓ -70,000 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND4% ₹1,200 Cr 6,796,272
↓ -290,000 4. Axis Focused 25 Fund
CAGR/Annualized return of 16.7% 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 (15 Jan 21) ₹37.48 ↓ -0.59 (-1.55 %) Net Assets (Cr) ₹13,359 on 30 Nov 20 Category Equity - Focused AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.9 Sharpe Ratio 0.41 Information Ratio 0.14 Alpha Ratio 4.22 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 31 Dec 15 ₹10,000 31 Dec 16 ₹10,456 31 Dec 17 ₹15,177 31 Dec 18 ₹15,273 31 Dec 19 ₹17,511 31 Dec 20 ₹21,190 Returns for Axis Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Jan 21 Duration Returns 1 Month 4.2% 3 Month 25.6% 6 Month 36.2% 1 Year 19.9% 3 Year 11.6% 5 Year 18.1% 10 Year 15 Year Since launch 16.7% 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 4.57 Yr. Hitesh Das 2 Nov 20 0.16 Yr. Data below for Axis Focused 25 Fund as on 30 Nov 20
Equity Sector Allocation
Sector Value Financial Services 33.75% Technology 13.84% Consumer Cyclical 13.44% Basic Materials 11.41% Energy 6.69% Consumer Defensive 6.35% Communication Services 5.61% Health Care 5.55% Asset Allocation
Asset Class Value Cash 1.37% Equity 98.63% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 50003410% ₹1,389 Cr 2,622,798
↓ -188,297 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS9% ₹1,264 Cr 4,415,128
↑ 200,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK8% ₹1,144 Cr 5,733,019 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 18 | HDFC7% ₹1,055 Cr 4,123,789
↑ 680,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | HDFCBANK7% ₹984 Cr 6,853,600 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE7% ₹960 Cr 4,836,824
↑ 250,000 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 5403766% ₹912 Cr 3,299,541 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jul 16 | NAUKRI6% ₹805 Cr 1,691,475
↑ 35,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 16 | MARUTI5% ₹781 Cr 1,021,122 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND5% ₹735 Cr 4,162,425
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