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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 ₹28.15
↑ 0.17 ₹7,584 1.6 8.9 -0.5 14.6 14 0.6 -0.1 Axis Long Term Equity Fund Growth ₹45.4157
↑ 0.17 ₹19,109 1.7 9.7 3.4 12.2 14.1 2.7 -0.01 Axis Bluechip Fund Growth ₹29.5
↑ 0.17 ₹5,144 2.9 10.2 5.3 13.8 11.7 6.5 0.45 Axis Mid Cap Fund Growth ₹36.12
↑ 0.19 ₹2,282 -0.9 4 4.5 12.4 12.3 3.5 -0.07 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Jul 19 Note: Ratio's shown as on 30 Apr 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 15.8% 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 Jul 19) ₹28.15 ↑ 0.17 (0.61 %) Net Assets (Cr) ₹7,584 on 30 Apr 19 Category Equity - Focused AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.73 Sharpe Ratio -0.1 Information Ratio 0.12 Alpha Ratio -10.65 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 30 Jun 14 ₹10,000 30 Jun 15 ₹12,387 30 Jun 16 ₹12,572 30 Jun 17 ₹15,670 30 Jun 18 ₹18,741 30 Jun 19 ₹19,555 Returns for Axis Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Jul 19 Duration Returns 1 Month -1% 3 Month 1.6% 6 Month 8.9% 1 Year -0.5% 3 Year 14.6% 5 Year 14% 10 Year 15 Year Since launch 15.8% 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 30 Apr 19
Equity Sector Allocation
Sector Value Financial Services 47.17% Technology 13.89% Consumer Cyclical 12.51% Basic Materials 12.02% Consumer Defensive 4.74% Energy 4.03% Industrials 3.13% Asset Allocation
Asset Class Value Cash 0.84% Equity 99.16% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | HDFCBANK9% ₹709 Cr 2,899,700 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK9% ₹695 Cr 4,706,457
↑ 100,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000348% ₹668 Cr 1,814,304 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS7% ₹594 Cr 2,668,709
↑ 100,000 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | 5329787% ₹556 Cr 652,050 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 18 | HDFC6% ₹509 Cr 2,322,956 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND5% ₹425 Cr 3,503,558 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 16 | MARUTI5% ₹395 Cr 604,808
↑ 53,348 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 5403765% ₹382 Cr 2,730,122 Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | 5099305% ₹378 Cr 3,296,957
↓ -95,555 2. Axis Long Term Equity Fund
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% . Axis Long Term Equity Fund
Growth Launch Date 29 Dec 09 NAV (16 Jul 19) ₹45.4157 ↑ 0.17 (0.38 %) Net Assets (Cr) ₹19,109 on 30 Apr 19 Category Equity - ELSS AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.49 Sharpe Ratio -0.01 Information Ratio -0.21 Alpha Ratio -3.14 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 14 ₹10,000 30 Jun 15 ₹13,343 30 Jun 16 ₹13,690 30 Jun 17 ₹15,916 30 Jun 18 ₹18,696 30 Jun 19 ₹19,944 Returns for Axis Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Jul 19 Duration Returns 1 Month -0.1% 3 Month 1.7% 6 Month 9.7% 1 Year 3.4% 3 Year 12.2% 5 Year 14.1% 10 Year 15 Year Since launch 17.2% 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 30 Apr 19
Equity Sector Allocation
Sector Value Financial Services 44.71% Consumer Cyclical 17.11% Technology 13.24% Basic Materials 7.03% Consumer Defensive 6.8% Industrials 4.65% Utility 3.74% Health Care 1.47% Asset Allocation
Asset Class Value Cash 1.38% Equity 98.62% Debt 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 50003410% ₹1,899 Cr 5,158,706
↓ -14,996 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 11 | KOTAKBANK9% ₹1,693 Cr 11,464,075 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS8% ₹1,630 Cr 7,318,090 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK8% ₹1,587 Cr 6,492,875 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND7% ₹1,304 Cr 10,738,614
↓ -58,272 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFC6% ₹1,254 Cr 5,722,008 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 5403765% ₹989 Cr 7,072,886
↑ 100,000 GRUH Finance Ltd (Financial Services)
Equity, Since 31 May 11 | 5112885% ₹987 Cr 35,762,188 Info Edge (India) Ltd (Technology)
Equity, Since 31 May 14 | NAUKRI5% ₹950 Cr 4,226,281 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 10 | MARUTI5% ₹911 Cr 1,393,397
↑ 44,369 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 Jul 19) ₹29.5 ↑ 0.17 (0.58 %) Net Assets (Cr) ₹5,144 on 30 Apr 19 Category Equity - Large Cap AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.11 Sharpe Ratio 0.45 Information Ratio -0.12 Alpha Ratio -1.02 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 30 Jun 14 ₹10,000 30 Jun 15 ₹11,283 30 Jun 16 ₹11,405 30 Jun 17 ₹12,980 30 Jun 18 ₹15,819 30 Jun 19 ₹17,475 Returns for Axis Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Jul 19 Duration Returns 1 Month -0.7% 3 Month 2.9% 6 Month 10.2% 1 Year 5.3% 3 Year 13.8% 5 Year 11.7% 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 30 Apr 19
Equity Sector Allocation
Sector Value Financial Services 44.08% Technology 12.49% Consumer Defensive 9.36% Basic Materials 5.74% Consumer Cyclical 5.2% Industrials 4.16% Energy 2.92% Health Care 1.67% Communication Services 0.91% Asset Allocation
Asset Class Value Cash 11.51% Equity 88.49% Top Securities Holdings / Portfolio
Name Holding Value Quantity Clearing Corporation Of India Ltd
CBLO | -13% ₹745 Cr HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK10% ₹563 Cr 2,320,000
↑ 120,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK9% ₹510 Cr 3,350,000
↑ 190,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 5000349% ₹503 Cr 1,450,000
↑ 11,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS8% ₹479 Cr 2,180,000
↑ 120,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK6% ₹322 Cr 7,598,079
↑ 48,079 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFC5% ₹288 Cr 1,320,000
↑ 290,000 Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY4% ₹239 Cr 3,240,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 18 | LT4% ₹239 Cr 1,533,300
↑ 233,300 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 5403764% ₹226 Cr 1,710,893
↑ 190,893 4. Axis Mid Cap Fund
CAGR/Annualized return of 16.5% 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 Jul 19) ₹36.12 ↑ 0.19 (0.53 %) Net Assets (Cr) ₹2,282 on 30 Apr 19 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 2.69 Sharpe Ratio -0.07 Information Ratio 0.38 Alpha Ratio 9.37 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 30 Jun 14 ₹10,000 30 Jun 15 ₹12,567 30 Jun 16 ₹12,303 30 Jun 17 ₹14,357 30 Jun 18 ₹16,626 30 Jun 19 ₹17,980 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Jul 19 Duration Returns 1 Month -0.9% 3 Month -0.9% 6 Month 4% 1 Year 4.5% 3 Year 12.4% 5 Year 12.3% 10 Year 15 Year Since launch 16.5% 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 2.52 Yr. Data below for Axis Mid Cap Fund as on 30 Apr 19
Equity Sector Allocation
Sector Value Financial Services 31.14% Consumer Cyclical 18.46% Technology 8.82% Basic Materials 7.83% Health Care 6.18% Industrials 5.65% Consumer Defensive 4.59% Utility 1.94% Asset Allocation
Asset Class Value Cash 11.74% Equity 88.26% Top Securities Holdings / Portfolio
Name Holding Value Quantity Clearing Corporation Of India Ltd
CBLO | -16% ₹406 Cr Info Edge (India) Ltd (Technology)
Equity, Since 31 May 17 | NAUKRI5% ₹136 Cr 660,983
↑ 80,983 City Union Bank Ltd (Financial Services)
Equity, Since 31 May 15 | CUB5% ₹131 Cr 6,180,061
↑ 231,061 GRUH Finance Ltd (Financial Services)
Equity, Since 31 Aug 15 | 5112885% ₹131 Cr 4,115,000 Net Receivables / (Payables)
Net Current Assets | -5% -₹127 Cr Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 5403765% ₹117 Cr 884,362
↑ 74,362 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | 5000344% ₹110 Cr 318,000 Nifty 50 Index June 2019 Future
- | -4% ₹93 Cr 77,775
↑ 77,775 Astral Poly Technik Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | ASTRAL4% ₹91 Cr 688,221
↑ 23,063 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | HDFCBANK4% ₹91 Cr 374,000
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