fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-62820123
Top 4 Best Equity Funds by Axis Mutual Fund 2020 | Fincash

Fincash » Axis Mutual Fund » Equities

4 Best Equity Funds by Axis Mutual Fund 2020

Updated on July 9, 2020 , 7926 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.

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

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 (%)2019 (%)Sharpe Ratio
Axis Bluechip Fund Growth ₹29.63
↓ -0.05
₹12,7179.3-7.81.99.38.818.6-0.11
Axis Mid Cap Fund Growth ₹38.46
↓ -0.06
₹5,09810.7-3.47.98.57.911.30.02
Axis Focused 25 Fund Growth ₹28.12
↓ -0.06
₹9,49315.1-9.31.76.39.114.7-0.16
Axis Long Term Equity Fund Growth ₹44.5646
↓ -0.27
₹19,63210.1-10.2-0.36.17.614.8-0.12
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
*List of funds based on Assets >= 200 Crore & Sorted on 3 Year CAGR Returns.

1. 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 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% .

Below is the key information for Axis Bluechip Fund

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.

DateValue
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

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 ₹376,357.
Net Profit of ₹76,357
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 10 Jul 20

DurationReturns
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
YearReturns
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
NameSinceTenure
Shreyash Devalkar23 Nov 163.61 Yr.

Data below for Axis Bluechip Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Financial Services26.59%
Consumer Defensive15.05%
Technology11.37%
Health Care7.52%
Basic Materials5.71%
Communication Services5.5%
Energy4.82%
Consumer Cyclical3.17%
Asset Allocation
Asset ClassValue
Cash16.02%
Equity83.79%
Debt0.19%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Ltd
CBLO | -
19%₹2,476 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
7%₹937 Cr9,850,000
↑ 350,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
6%₹845 Cr3,723,000
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY
6%₹799 Cr11,570,000
↑ 870,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK
6%₹787 Cr6,430,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL
6%₹716 Cr12,950,000
↑ 2,300,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
5%₹679 Cr3,441,250
↑ 151,250
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE
5%₹627 Cr4,280,000
↑ 985,000
Net Receivables / (Payables)
Net Current Assets | -
5%-₹604 Cr
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
5%₹594 Cr17,900,000
↓ -1,300,000

2. 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 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% .

Below is the key information for Axis Mid Cap Fund

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.

DateValue
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

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 ₹367,070.
Net Profit of ₹67,070
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 10 Jul 20

DurationReturns
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
YearReturns
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
NameSinceTenure
Shreyash Devalkar23 Nov 163.6 Yr.

Data below for Axis Mid Cap Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Health Care16.12%
Consumer Cyclical13.05%
Financial Services11.67%
Industrials9.39%
Basic Materials8.94%
Consumer Defensive8.02%
Technology6.63%
Utility5.72%
Communication Services2.94%
Asset Allocation
Asset ClassValue
Cash15.92%
Equity84.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Ltd
CBLO | -
16%₹827 Cr
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
5%₹257 Cr1,134,431
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | 524494
4%₹227 Cr1,520,000
↑ 35,000
Bata India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 18 | 500043
4%₹195 Cr1,470,000
↑ 40,000
PI Industries Ltd (Basic Materials)
Equity, Since 31 Mar 19 | PIIND
4%₹187 Cr1,217,000
Indraprastha Gas Ltd (Utilities)
Equity, Since 30 Nov 17 | 532514
3%₹175 Cr3,710,000
Voltas Ltd (Industrials)
Equity, Since 31 May 17 | VOLTAS
3%₹164 Cr3,425,000
↑ 221,000
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 30 Nov 19 | 500800
3%₹156 Cr4,258,000
Astral Poly Technik Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL
3%₹146 Cr1,661,231
City Union Bank Ltd (Financial Services)
Equity, Since 31 May 15 | CUB
3%₹139 Cr10,266,297
↑ 263,297

3. 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 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% .

Below is the key information for Axis Focused 25 Fund

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.

DateValue
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

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 ₹385,859.
Net Profit of ₹85,859
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 10 Jul 20

DurationReturns
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
YearReturns
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
NameSinceTenure
Jinesh Gopani7 Jun 164.07 Yr.

Data below for Axis Focused 25 Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Financial Services29.04%
Basic Materials12.88%
Consumer Cyclical12.16%
Consumer Defensive9.24%
Technology8.74%
Communication Services8.06%
Energy6.21%
Health Care4.64%
Industrials1.17%
Asset Allocation
Asset ClassValue
Cash5.83%
Equity93.9%
Debt0.27%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | HDFCBANK
8%₹725 Cr7,620,609
↑ 825,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
8%₹713 Cr3,140,808
↓ -150,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
8%₹709 Cr3,596,738
↑ 100,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
6%₹598 Cr4,888,600
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
6%₹586 Cr3,998,624
↑ 952,000
Clearing Corporation Of India Ltd
CBLO | -
6%₹522 Cr
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jul 16 | NAUKRI
5%₹492 Cr1,833,881
↑ 96,000
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND
5%₹476 Cr3,243,981
↑ 196,604
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 16 | MARUTI
5%₹432 Cr769,889
↑ 85,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB
5%₹428 Cr1,790,142

4. 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 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% .

Below is the key information for Axis Long Term Equity Fund

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.

DateValue
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

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 ₹367,070.
Net Profit of ₹67,070
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 10 Jul 20

DurationReturns
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
YearReturns
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
NameSinceTenure
Jinesh Gopani1 Apr 119.25 Yr.

Data below for Axis Long Term Equity Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Financial Services27.9%
Consumer Defensive15.23%
Consumer Cyclical13.83%
Communication Services9.08%
Technology8.5%
Basic Materials6.9%
Health Care6.03%
Utility4.36%
Industrials1.98%
Asset Allocation
Asset ClassValue
Cash6.06%
Equity93.81%
Debt0.13%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS
8%₹1,625 Cr8,240,687
↑ 260,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
8%₹1,519 Cr6,695,012
↑ 40,757
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 11 | KOTAKBANK
7%₹1,307 Cr10,675,515
↓ -755,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
7%₹1,291 Cr13,563,723
↑ 982,513
Nestle India Ltd (Consumer Defensive)
Equity, Since 31 Aug 14 | NESTLEIND
7%₹1,249 Cr712,222
↑ 32,658
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 May 14 | NAUKRI
6%₹1,180 Cr4,398,391
↑ 150,000
Clearing Corporation Of India Ltd
CBLO | -
6%₹1,106 Cr
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 10 | MARUTI
6%₹1,096 Cr1,954,187
↑ 155,706
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFC
5%₹1,004 Cr6,054,031
↓ -615,792
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND
5%₹1,001 Cr6,817,273
↑ 100,000

How to Invest in Axis Mutual Fund Online?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

    Get Started

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.
How helpful was this page ?
Rated 4.6, based on 11 reviews.
POST A COMMENT