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Top 4 Best Equity Funds by Axis Mutual Fund 2024 | Fincash

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4 Best Equity Funds by Axis Mutual Fund 2024

Updated on July 15, 2024 , 43587 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 (%)2023 (%)Sharpe Ratio
Axis Mid Cap Fund Growth ₹110.78
↑ 0.07
₹26,63719.928.147.720.825.129.62.88
Axis Bluechip Fund Growth ₹59.41
↓ -0.02
₹32,7089.714.627.211.91517.41.52
Axis Long Term Equity Fund Growth ₹93.0079
↑ 0.01
₹34,8969.316.628.91115.4221.55
Axis Focused 25 Fund Growth ₹53.05
↑ 0.07
₹13,8938.21424.18.113.517.21.71
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Jul 24
Note: Ratio's shown as on 30 Apr 24
*List of funds based on Assets >= 200 Crore & Sorted on 3 Year CAGR Returns.

1. 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 19.6% since its launch.  Ranked 41 in Mid Cap category.  Return for 2023 was 29.6% , 2022 was -5.1% and 2021 was 39.9% .

Below is the key information for Axis Mid Cap Fund

Axis Mid Cap Fund
Growth
Launch Date 18 Feb 11
NAV (16 Jul 24) ₹110.78 ↑ 0.07   (0.06 %)
Net Assets (Cr) ₹26,637 on 30 Apr 24
Category Equity - Mid Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.74
Sharpe Ratio 2.88
Information Ratio 0
Alpha Ratio 0
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 19₹10,000
30 Jun 20₹10,207
30 Jun 21₹16,552
30 Jun 22₹16,220
30 Jun 23₹20,332
30 Jun 24₹29,535

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 ₹570,326.
Net Profit of ₹270,326
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 16 Jul 24

DurationReturns
1 Month 2.6%
3 Month 19.9%
6 Month 28.1%
1 Year 47.7%
3 Year 20.8%
5 Year 25.1%
10 Year
15 Year
Since launch 19.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 29.6%
2022 -5.1%
2021 39.9%
2020 26%
2019 11.3%
2018 3.5%
2017 42%
2016 -3.1%
2015 0.8%
2014 76.5%
Fund Manager information for Axis Mid Cap Fund
NameSinceTenure
Shreyash Devalkar23 Nov 167.52 Yr.
Nitin Arora3 Aug 230.83 Yr.
Krishnaa N1 Mar 240.25 Yr.

Data below for Axis Mid Cap Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Industrials24.89%
Consumer Cyclical22.54%
Financial Services14.61%
Basic Materials9.49%
Health Care8.7%
Technology4.68%
Real Estate3.37%
Utility2.28%
Communication Services2.16%
Consumer Defensive1.28%
Energy0.96%
Asset Allocation
Asset ClassValue
Cash5.04%
Equity94.96%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Supreme Industries Ltd (Industrials)
Equity, Since 31 Dec 16 | 509930
4%₹1,024 Cr1,939,589
↓ -24,054
Cummins India Ltd (Industrials)
Equity, Since 28 Feb 21 | 500480
3%₹960 Cr2,702,168
↓ -98,547
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | 500251
3%₹879 Cr1,928,788
↓ -742,344
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN
3%₹842 Cr6,780,892
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 500850
3%₹747 Cr13,408,268
↓ -3,638,873
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | SCHAEFFLER
3%₹742 Cr1,749,342
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 May 22 | 500093
3%₹730 Cr11,347,314
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | UNOMINDA
3%₹728 Cr8,567,489
ABB India Ltd (Industrials)
Equity, Since 31 Oct 21 | ABB
2%₹679 Cr815,754
↑ 29,096
Sona BLW Precision Forgings Ltd (Consumer Cyclical)
Equity, Since 30 Jun 21 | 543300
2%₹650 Cr9,985,695

2. 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 13% since its launch.  Ranked 58 in Large Cap category.  Return for 2023 was 17.4% , 2022 was -5.7% and 2021 was 20.6% .

Below is the key information for Axis Bluechip Fund

Axis Bluechip Fund
Growth
Launch Date 5 Jan 10
NAV (16 Jul 24) ₹59.41 ↓ -0.02   (-0.03 %)
Net Assets (Cr) ₹32,708 on 31 May 24
Category Equity - Large Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.6
Sharpe Ratio 1.52
Information Ratio -1.44
Alpha Ratio -1.06
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 19₹10,000
30 Jun 20₹9,573
30 Jun 21₹13,984
30 Jun 22₹13,026
30 Jun 23₹15,269
30 Jun 24₹19,479

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 ₹447,579.
Net Profit of ₹147,579
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 16 Jul 24

DurationReturns
1 Month 3.2%
3 Month 9.7%
6 Month 14.6%
1 Year 27.2%
3 Year 11.9%
5 Year 15%
10 Year
15 Year
Since launch 13%
Historical performance (Yearly) on absolute basis
YearReturns
2023 17.4%
2022 -5.7%
2021 20.6%
2020 19.7%
2019 18.6%
2018 6.5%
2017 38%
2016 -3.6%
2015 -1.2%
2014 40.8%
Fund Manager information for Axis Bluechip Fund
NameSinceTenure
Shreyash Devalkar23 Nov 167.52 Yr.
Ashish Naik3 Aug 230.83 Yr.
Krishnaa N1 Mar 240.25 Yr.

Data below for Axis Bluechip Fund as on 31 May 24

Equity Sector Allocation
SectorValue
Financial Services29.76%
Consumer Cyclical13.32%
Consumer Defensive9.37%
Industrials8.88%
Energy7.76%
Technology7.41%
Communication Services6.15%
Basic Materials4.71%
Health Care4.68%
Utility3.2%
Real Estate0.62%
Asset Allocation
Asset ClassValue
Cash4.14%
Equity95.86%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
8%₹2,689 Cr23,989,843
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
8%₹2,525 Cr16,484,985
↑ 1,083,550
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE
7%₹2,263 Cr7,910,624
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
6%₹1,819 Cr4,228,771
↓ -13,056
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 500034
5%₹1,655 Cr2,470,413
↓ -272,691
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
5%₹1,553 Cr4,231,859
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL
5%₹1,538 Cr11,203,377
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 21 | LT
4%₹1,208 Cr3,290,867
↓ -398,886
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M
4%₹1,199 Cr4,784,570
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 Jan 23 | 532977
3%₹849 Cr933,994

3. 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 16.6% since its launch.  Ranked 20 in ELSS category.  Return for 2023 was 22% , 2022 was -12% and 2021 was 24.5% .

Below is the key information for Axis Long Term Equity Fund

Axis Long Term Equity Fund
Growth
Launch Date 29 Dec 09
NAV (16 Jul 24) ₹93.0079 ↑ 0.01   (0.02 %)
Net Assets (Cr) ₹34,896 on 31 May 24
Category Equity - ELSS
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.61
Sharpe Ratio 1.55
Information Ratio -1.11
Alpha Ratio -1.45
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Jun 19₹10,000
30 Jun 20₹9,452
30 Jun 21₹14,516
30 Jun 22₹12,714
30 Jun 23₹15,499
30 Jun 24₹19,961

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 ₹447,579.
Net Profit of ₹147,579
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 16 Jul 24

DurationReturns
1 Month 2.4%
3 Month 9.3%
6 Month 16.6%
1 Year 28.9%
3 Year 11%
5 Year 15.4%
10 Year
15 Year
Since launch 16.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 22%
2022 -12%
2021 24.5%
2020 20.5%
2019 14.8%
2018 2.7%
2017 37.4%
2016 -0.7%
2015 6.7%
2014 66.2%
Fund Manager information for Axis Long Term Equity Fund
NameSinceTenure
Shreyash Devalkar4 Aug 230.82 Yr.
Ashish Naik3 Aug 230.83 Yr.

Data below for Axis Long Term Equity Fund as on 31 May 24

Equity Sector Allocation
SectorValue
Financial Services24.91%
Consumer Cyclical11.97%
Industrials9.58%
Consumer Defensive9.53%
Basic Materials8.6%
Health Care8.45%
Technology8.07%
Utility6.7%
Communication Services4.45%
Energy3.29%
Asset Allocation
Asset ClassValue
Cash4.44%
Equity95.56%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
6%₹2,079 Cr13,575,526
↑ 2,558,610
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS
6%₹2,006 Cr5,465,066
Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 13 | 532779
6%₹1,969 Cr13,108,764
↓ -3,854,714
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
5%₹1,756 Cr4,081,025
↓ -331,584
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
5%₹1,752 Cr2,616,547
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 17 | DIVISLAB
3%₹1,120 Cr2,600,108
↓ -259,584
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND
3%₹1,078 Cr3,631,524
↓ -1,476,836
Nestle India Ltd (Consumer Defensive)
Equity, Since 31 Aug 14 | NESTLEIND
3%₹1,054 Cr4,476,791
↓ -382,665
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Jun 20 | CHOLAFIN
3%₹1,038 Cr8,365,068
↓ -688,725
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M
3%₹1,016 Cr4,053,732

4. 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 14.9% since its launch.  Ranked 7 in Focused category.  Return for 2023 was 17.2% , 2022 was -14.5% and 2021 was 24% .

Below is the key information for Axis Focused 25 Fund

Axis Focused 25 Fund
Growth
Launch Date 29 Jun 12
NAV (16 Jul 24) ₹53.05 ↑ 0.07   (0.13 %)
Net Assets (Cr) ₹13,893 on 30 Apr 24
Category Equity - Focused
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.74
Sharpe Ratio 1.71
Information Ratio -1.56
Alpha Ratio -2.59
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 19₹10,000
30 Jun 20₹9,447
30 Jun 21₹14,400
30 Jun 22₹12,760
30 Jun 23₹14,676
30 Jun 24₹18,230

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 ₹426,080.
Net Profit of ₹126,080
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 16 Jul 24

DurationReturns
1 Month 2.2%
3 Month 8.2%
6 Month 14%
1 Year 24.1%
3 Year 8.1%
5 Year 13.5%
10 Year
15 Year
Since launch 14.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 17.2%
2022 -14.5%
2021 24%
2020 21%
2019 14.7%
2018 0.6%
2017 45.2%
2016 4.6%
2015 3.9%
2014 38.8%
Fund Manager information for Axis Focused 25 Fund
NameSinceTenure
Sachin Relekar1 Feb 240.33 Yr.
Hitesh Das3 Aug 230.83 Yr.
Krishnaa N1 Mar 240.25 Yr.

Data below for Axis Focused 25 Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Financial Services26.74%
Basic Materials11.23%
Consumer Cyclical10.76%
Utility7.65%
Consumer Defensive7.48%
Communication Services7.34%
Technology7.18%
Health Care5.96%
Energy4.79%
Industrials4.41%
Real Estate3.28%
Asset Allocation
Asset ClassValue
Cash3.17%
Equity96.83%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Torrent Power Ltd (Utilities)
Equity, Since 28 Feb 21 | 532779
8%₹1,021 Cr6,799,726
↓ -133,097
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
7%₹986 Cr2,290,948
↓ -10,306
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
7%₹965 Cr1,440,971
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
7%₹958 Cr2,610,917
↓ -167,200
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 21 | ICICIBANK
7%₹933 Cr8,323,068
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND
7%₹888 Cr2,989,017
↓ -193,460
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE
5%₹639 Cr2,232,716
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | 532977
5%₹614 Cr675,534
↓ -92,484
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 23 | BHARTIARTL
4%₹539 Cr3,924,119
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 22 | CHOLAFIN
4%₹529 Cr4,261,035

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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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