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Top 4 Best Equity Funds by Axis Mutual Fund 2019 | Fincash

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4 Best Equity Funds by Axis Mutual Fund 2019

Updated on October 16, 2019 , 1588 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 (%)2018 (%)Sharpe Ratio
Axis Focused 25 Fund Growth ₹29.91
↑ 0.15
₹7,8416.58.518.214.114.90.6-0.58
Axis Long Term Equity Fund Growth ₹48.0012
↑ 0.21
₹19,2366.18.420.41313.92.7-0.41
Axis Bluechip Fund Growth ₹31.41
↑ 0.12
₹7,0056.71024.515.512.46.5-0.1
Axis Mid Cap Fund Growth ₹38.64
↑ 0.30
₹2,8197.76.417.312.212.53.5-0.63
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Oct 19
Note: Ratio's shown as on 31 Aug 19

1. 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 16.2% since its launch.  Ranked 7 in Focused category.  Return for 2018 was 0.6% , 2017 was 45.2% and 2016 was 4.6% .

Below is the key information for Axis Focused 25 Fund

Axis Focused 25 Fund
Growth
Launch Date 29 Jun 12
NAV (18 Oct 19) ₹29.91 ↑ 0.15   (0.50 %)
Net Assets (Cr) ₹7,841 on 31 Aug 19
Category Equity - Focused
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.73
Sharpe Ratio -0.58
Information Ratio 0.24
Alpha Ratio -2.6
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.

DateValue
30 Sep 14₹10,000
30 Sep 15₹11,274
30 Sep 16₹12,859
30 Sep 17₹15,861
30 Sep 18₹17,349
30 Sep 19₹19,058

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 ₹436,710.
Net Profit of ₹136,710
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 18 Oct 19

DurationReturns
1 Month 10.7%
3 Month 6.5%
6 Month 8.5%
1 Year 18.2%
3 Year 14.1%
5 Year 14.9%
10 Year
15 Year
Since launch 16.2%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Jinesh Gopani7 Jun 163.23 Yr.

Data below for Axis Focused 25 Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Financial Services42.01%
Technology14.21%
Basic Materials13.9%
Consumer Cyclical13.32%
Consumer Defensive5.47%
Health Care3%
Industrials2.42%
Energy2.39%
Asset Allocation
Asset ClassValue
Cash5.43%
Equity94.57%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
9%₹693 Cr2,078,583
↑ 120,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | HDFCBANK
8%₹665 Cr2,985,246
↑ 400,546
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
7%₹574 Cr4,006,457
↓ -700,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
7%₹571 Cr2,526,916
↓ -272,089
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | 532978
7%₹532 Cr747,220
↑ 25,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 18 | HDFC
6%₹499 Cr2,303,287
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND
6%₹483 Cr3,503,558
Asian Paints Ltd (Basic Materials)
Equity, Since 30 Nov 18 | 500820
6%₹433 Cr2,676,200
↑ 200,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
5%₹429 Cr2,730,122
Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | 509930
5%₹371 Cr3,352,718

2. 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 17.4% since its launch.  Ranked 20 in ELSS category.  Return for 2018 was 2.7% , 2017 was 37.4% and 2016 was -0.7% .

Below is the key information for Axis Long Term Equity Fund

Axis Long Term Equity Fund
Growth
Launch Date 29 Dec 09
NAV (18 Oct 19) ₹48.0012 ↑ 0.21   (0.45 %)
Net Assets (Cr) ₹19,236 on 31 Aug 19
Category Equity - ELSS
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.49
Sharpe Ratio -0.41
Information Ratio 0.28
Alpha Ratio 3.63
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Sep 14₹10,000
30 Sep 15₹11,799
30 Sep 16₹12,743
30 Sep 17₹14,914
30 Sep 18₹16,113
30 Sep 19₹18,065

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 ₹426,080.
Net Profit of ₹126,080
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 18 Oct 19

DurationReturns
1 Month 9.9%
3 Month 6.1%
6 Month 8.4%
1 Year 20.4%
3 Year 13%
5 Year 13.9%
10 Year
15 Year
Since launch 17.4%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Jinesh Gopani1 Apr 117.84 Yr.

Data below for Axis Long Term Equity Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Financial Services42.36%
Consumer Cyclical14.62%
Technology12.66%
Consumer Defensive9.7%
Basic Materials7.51%
Utility3.62%
Industrials3.1%
Health Care1.4%
Real Estate0%
Asset Allocation
Asset ClassValue
Cash3.08%
Equity96.92%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
8%₹1,631 Cr4,895,078
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 11 | KOTAKBANK
8%₹1,589 Cr11,099,075
↓ -365,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS
8%₹1,527 Cr6,757,664
↓ -290,426
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND
7%₹1,429 Cr10,372,890
↓ -732
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
7%₹1,425 Cr6,397,875
↑ 220,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFC
6%₹1,164 Cr5,372,763
↑ 620,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
6%₹1,151 Cr7,328,520
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 10 | MARUTI
5%₹1,008 Cr1,645,388
↑ 275,041
GRUH Finance Ltd (Financial Services)
Equity, Since 31 May 11 | 511288
5%₹945 Cr36,601,899
↑ 66,234
Info Edge (India) Ltd (Technology)
Equity, Since 31 May 14 | NAUKRI
5%₹907 Cr4,473,367
↑ 60,758

3. 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 12.4% since its launch.  Ranked 58 in Large Cap category.  Return for 2018 was 6.5% , 2017 was 38% and 2016 was -3.6% .

Below is the key information for Axis Bluechip Fund

Axis Bluechip Fund
Growth
Launch Date 5 Jan 10
NAV (18 Oct 19) ₹31.41 ↑ 0.12   (0.38 %)
Net Assets (Cr) ₹7,005 on 31 Aug 19
Category Equity - Large Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio -0.1
Information Ratio 0.47
Alpha Ratio 5.42
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.

DateValue
30 Sep 14₹10,000
30 Sep 15₹10,545
30 Sep 16₹11,421
30 Sep 17₹13,326
30 Sep 18₹14,910
30 Sep 19₹17,478

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 ₹415,684.
Net Profit of ₹115,684
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 18 Oct 19

DurationReturns
1 Month 8.9%
3 Month 6.7%
6 Month 10%
1 Year 24.5%
3 Year 15.5%
5 Year 12.4%
10 Year
15 Year
Since launch 12.4%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Shreyash Devalkar23 Nov 162.77 Yr.

Data below for Axis Bluechip Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Financial Services40.76%
Technology12.15%
Consumer Defensive10.14%
Basic Materials7.42%
Energy3.97%
Consumer Cyclical2.99%
Industrials1.93%
Health Care1.02%
Communication Services0.22%
Asset Allocation
Asset ClassValue
Cash13%
Equity87%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Ltd
CBLO | -
20%₹1,397 Cr
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK
9%₹630 Cr4,400,000
↑ 351,878
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
8%₹555 Cr2,490,000
↑ 190,000
Net Receivables / (Payables)
Net Current Assets | -
8%-₹549 Cr
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
8%₹533 Cr13,000,000
↑ 2,322,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 500034
7%₹520 Cr1,560,000
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY
7%₹470 Cr5,770,000
↑ 650,000
Nifty 50 Index September 2019 Future
- | -
6%₹447 Cr404,475
↑ 404,475
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
5%₹342 Cr2,179,598
↑ 159,598
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
5%₹325 Cr1,440,000
↓ -230,000

4. 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 16.9% since its launch.  Ranked 41 in Mid Cap category.  Return for 2018 was 3.5% , 2017 was 42% and 2016 was -3.1% .

Below is the key information for Axis Mid Cap Fund

Axis Mid Cap Fund
Growth
Launch Date 18 Feb 11
NAV (18 Oct 19) ₹38.64 ↑ 0.30   (0.78 %)
Net Assets (Cr) ₹2,819 on 31 Aug 19
Category Equity - Mid Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.69
Sharpe Ratio -0.63
Information Ratio 1.11
Alpha Ratio 7.59
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.

DateValue
30 Sep 14₹10,000
30 Sep 15₹11,700
30 Sep 16₹12,200
30 Sep 17₹13,941
30 Sep 18₹15,623
30 Sep 19₹17,186

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 ₹415,684.
Net Profit of ₹115,684
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 18 Oct 19

DurationReturns
1 Month 8.8%
3 Month 7.7%
6 Month 6.4%
1 Year 17.3%
3 Year 12.2%
5 Year 12.5%
10 Year
15 Year
Since launch 16.9%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Shreyash Devalkar23 Nov 162.52 Yr.

Data below for Axis Mid Cap Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Financial Services29.69%
Consumer Cyclical21.16%
Technology10.1%
Basic Materials7.67%
Industrials5.75%
Consumer Defensive5.37%
Health Care3.69%
Utility2.57%
Asset Allocation
Asset ClassValue
Cash17.36%
Equity82.64%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Ltd
CBLO | -
12%₹390 Cr
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
5%₹172 Cr923,055
↑ 375
City Union Bank Ltd (Financial Services)
Equity, Since 31 May 15 | CUB
5%₹165 Cr7,540,499
↑ 195,499
Info Edge (India) Ltd (Technology)
Equity, Since 31 May 17 | NAUKRI
5%₹152 Cr751,000
↑ 23,148
Bata India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 18 | 500043
5%₹152 Cr880,000
↑ 100,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | 500034
5%₹150 Cr370,000
↑ 65,000
GRUH Finance Ltd (Financial Services)
Equity, Since 31 Aug 15 | 511288
4%₹138 Cr5,132,489
Astral Poly Technik Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | ASTRAL
4%₹137 Cr1,191,314
↑ 327,104
Voltas Ltd (Industrials)
Equity, Since 31 May 17 | VOLTAS
4%₹122 Cr1,800,000
↑ 260,000
Nifty 50 Index October 2019 Future
- | -
4%₹115 Cr99,375
↑ 99,375

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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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