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4 Best Equity Funds by Axis Mutual Fund 2020
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 (%) 2019 (%) Sharpe Ratio Axis Focused 25 Fund Growth ₹23.9
↓ -0.12 ₹9,764 -22.9 -18.9 -10.6 4.6 6.2 14.7 1.29 Axis Long Term Equity Fund Growth ₹39.2359
↑ 0.21 ₹21,659 -20.8 -16.9 -9 4.7 5.1 14.8 1.23 Axis Bluechip Fund Growth ₹26.28
↓ -0.10 ₹11,824 -18.7 -15.8 -5.8 8.4 6.5 18.6 1.43 Axis Mid Cap Fund Growth ₹32.32
↓ -0.24 ₹5,193 -18.7 -14.9 -10.3 6 5.6 11.3 1.13 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 20 Note: Ratio's shown as on 29 Feb 20
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 11.9% since its launch. Ranked 7 in Focused category. Return for 2019 was 14.7% , 2018 was 0.6% and 2017 was 45.2% . Axis Focused 25 Fund
Growth Launch Date 29 Jun 12 NAV (27 Mar 20) ₹23.9 ↓ -0.12 (-0.50 %) Net Assets (Cr) ₹9,764 on 29 Feb 20 Category Equity - Focused AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.32 Sharpe Ratio 1.29 Information Ratio 0.61 Alpha Ratio 12.57 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 28 Feb 15 ₹10,000 29 Feb 16 ₹8,285 28 Feb 17 ₹11,176 28 Feb 18 ₹14,096 28 Feb 19 ₹14,151 29 Feb 20 ₹16,756 Returns for Axis Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Mar 20 Duration Returns 1 Month -23.7% 3 Month -22.9% 6 Month -18.9% 1 Year -10.6% 3 Year 4.6% 5 Year 6.2% 10 Year 15 Year Since launch 11.9% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Jinesh Gopani 7 Jun 16 3.57 Yr. Data below for Axis Focused 25 Fund as on 29 Feb 20
Equity Sector Allocation
Sector Value Financial Services 37.76% Basic Materials 13% Consumer Cyclical 10.76% Consumer Defensive 8.25% Technology 6.39% Communication Services 6.26% Energy 3.09% Health Care 2.53% Industrials 2.32% Asset Allocation
Asset Class Value Cash 6.53% Equity 93.47% Top Securities Holdings / Portfolio
Name Holding Value Quantity Clearing Corporation Of India Ltd
CBLO | -9% ₹862 Cr Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 5403768% ₹805 Cr 3,465,808
↑ 317,227 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000348% ₹804 Cr 1,799,845
↓ -99,678 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK8% ₹779 Cr 4,806,457 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | 5329787% ₹672 Cr 742,964
↓ -94,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS6% ₹624 Cr 3,121,738
↑ 815,000 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND5% ₹477 Cr 3,154,464 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | HDFCBANK5% ₹464 Cr 3,938,000 Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | 5099305% ₹463 Cr 3,509,023 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jul 16 | NAUKRI5% ₹446 Cr 1,717,870 2. Axis Long Term Equity Fund
CAGR/Annualized return of 14.3% since its launch. Ranked 20 in ELSS category. Return for 2019 was 14.8% , 2018 was 2.7% and 2017 was 37.4% . Axis Long Term Equity Fund
Growth Launch Date 29 Dec 09 NAV (27 Mar 20) ₹39.2359 ↑ 0.21 (0.54 %) Net Assets (Cr) ₹21,659 on 29 Feb 20 Category Equity - ELSS AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.13 Sharpe Ratio 1.23 Information Ratio 0.97 Alpha Ratio 12.46 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 28 Feb 15 ₹10,000 29 Feb 16 ₹8,804 28 Feb 17 ₹10,688 28 Feb 18 ₹13,351 28 Feb 19 ₹13,468 29 Feb 20 ₹15,891 Returns for Axis Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Mar 20 Duration Returns 1 Month -21.9% 3 Month -20.8% 6 Month -16.9% 1 Year -9% 3 Year 4.7% 5 Year 5.1% 10 Year 15 Year Since launch 14.3% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Jinesh Gopani 1 Apr 11 8.67 Yr. Data below for Axis Long Term Equity Fund as on 29 Feb 20
Equity Sector Allocation
Sector Value Financial Services 40.08% Consumer Cyclical 13.04% Consumer Defensive 12.08% Communication Services 7.12% Basic Materials 6.75% Technology 6.68% Industrials 3.89% Utility 3.63% Health Care 1.96% Asset Allocation
Asset Class Value Cash 6.26% Equity 93.74% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000349% ₹1,894 Cr 4,241,235
↓ -276,444 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 5403768% ₹1,832 Cr 7,881,255
↑ 488,042 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 11 | KOTAKBANK8% ₹1,831 Cr 11,301,076 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK6% ₹1,376 Cr 11,681,210
↓ -427,388 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS6% ₹1,336 Cr 6,681,123
↑ 782,163 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND6% ₹1,240 Cr 8,192,895 Clearing Corporation Of India Ltd
CBLO | -5% ₹1,125 Cr Info Edge (India) Ltd (Communication Services)
Equity, Since 31 May 14 | NAUKRI5% ₹1,101 Cr 4,246,384 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFC5% ₹1,061 Cr 4,874,477
↓ -172,185 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 10 | MARUTI5% ₹1,020 Cr 1,623,481
↓ -7,500 3. Axis Bluechip Fund
CAGR/Annualized return of 9.9% since its launch. Ranked 58 in Large Cap category. Return for 2019 was 18.6% , 2018 was 6.5% and 2017 was 38% . Axis Bluechip Fund
Growth Launch Date 5 Jan 10 NAV (27 Mar 20) ₹26.28 ↓ -0.10 (-0.38 %) Net Assets (Cr) ₹11,824 on 29 Feb 20 Category Equity - Large Cap AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.3 Sharpe Ratio 1.43 Information Ratio 1.13 Alpha Ratio 12.6 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 28 Feb 15 ₹10,000 29 Feb 16 ₹8,378 28 Feb 17 ₹10,030 28 Feb 18 ₹12,504 28 Feb 19 ₹13,410 29 Feb 20 ₹15,864 Returns for Axis Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Mar 20 Duration Returns 1 Month -19.4% 3 Month -18.7% 6 Month -15.8% 1 Year -5.8% 3 Year 8.4% 5 Year 6.5% 10 Year 15 Year Since launch 9.9% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Shreyash Devalkar 23 Nov 16 3.1 Yr. Data below for Axis Bluechip Fund as on 29 Feb 20
Equity Sector Allocation
Sector Value Financial Services 39.8% Consumer Defensive 14.57% Technology 8.51% Basic Materials 7.06% Consumer Cyclical 3.77% Communication Services 2.83% Energy 2.3% Health Care 1.3% Industrials 0.31% Asset Allocation
Asset Class Value Cash 18.33% Equity 81.67% Top Securities Holdings / Portfolio
Name Holding Value Quantity Clearing Corporation Of India Ltd
CBLO | -19% ₹2,205 Cr Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 5000348% ₹949 Cr 2,126,111 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK8% ₹924 Cr 18,580,000
↑ 1,930,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK7% ₹859 Cr 5,300,000
↑ 50,000 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 5403767% ₹834 Cr 3,589,000
↑ 469,001 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK7% ₹824 Cr 7,000,000
↓ -1,300,000 Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY5% ₹615 Cr 8,400,010
↑ 400,010 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFC5% ₹573 Cr 2,633,825
↓ -66,175 Asian Paints Ltd (Basic Materials)
Equity, Since 31 Aug 16 | 5008204% ₹482 Cr 2,680,000
↑ 62,000 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 5006964% ₹463 Cr 2,130,000
↑ 240,000 4. Axis Mid Cap Fund
CAGR/Annualized return of 13.8% since its launch. Ranked 41 in Mid Cap category. Return for 2019 was 11.3% , 2018 was 3.5% and 2017 was 42% . Axis Mid Cap Fund
Growth Launch Date 18 Feb 11 NAV (27 Mar 20) ₹32.32 ↓ -0.24 (-0.74 %) Net Assets (Cr) ₹5,193 on 29 Feb 20 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 2.43 Sharpe Ratio 1.13 Information Ratio 1.68 Alpha Ratio 12.37 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 28 Feb 15 ₹10,000 29 Feb 16 ₹8,354 28 Feb 17 ₹10,476 28 Feb 18 ₹13,279 28 Feb 19 ₹13,826 29 Feb 20 ₹16,154 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Mar 20 Duration Returns 1 Month -22% 3 Month -18.7% 6 Month -14.9% 1 Year -10.3% 3 Year 6% 5 Year 5.6% 10 Year 15 Year Since launch 13.8% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Shreyash Devalkar 23 Nov 16 3.11 Yr. Data below for Axis Mid Cap Fund as on 29 Feb 20
Equity Sector Allocation
Sector Value Financial Services 21.89% Consumer Cyclical 18.17% Industrials 11% Basic Materials 8.79% Consumer Defensive 7.04% Health Care 6.32% Technology 5.07% Utility 4.38% Communication Services 3.74% Asset Allocation
Asset Class Value Cash 17.42% Equity 82.58% Top Securities Holdings / Portfolio
Name Holding Value Quantity Clearing Corporation Of India Ltd
CBLO | -13% ₹637 Cr Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 5403765% ₹241 Cr 1,130,000
↑ 106,945 Bata India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 18 | 5000434% ₹213 Cr 1,180,000
↑ 270,000 City Union Bank Ltd (Financial Services)
Equity, Since 31 May 15 | CUB4% ₹211 Cr 9,113,979
↑ 393,979 Astral Poly Technik Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL4% ₹189 Cr 1,545,226
↑ 75,226 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 May 17 | NAUKRI4% ₹180 Cr 632,171
↓ -134,829 Indraprastha Gas Ltd (Utilities)
Equity, Since 30 Nov 17 | 5325144% ₹179 Cr 3,530,906
↑ 410,906 Voltas Ltd (Industrials)
Equity, Since 31 May 17 | VOLTAS4% ₹174 Cr 2,510,450
↑ 95,450 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | 5000343% ₹167 Cr 381,500
↓ -14,141 PI Industries Ltd (Basic Materials)
Equity, Since 31 Mar 19 | PIIND3% ₹162 Cr 1,040,000
↑ 130,000
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