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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 April 15, 2019 , 449 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 ₹27.71
↑ 0.16
₹6,7627.27.42.817170.6-0.06
Axis Long Term Equity Fund Growth ₹44.6357
↑ 0.24
₹17,4267.89.84.114.518.72.7-0.05
Axis Bluechip Fund Growth ₹28.66
↑ 0.22
₹4,221711.91015.514.66.50.31
Axis Mid Cap Fund Growth ₹36.44
↑ 0.07
₹1,8914.993.314.818.83.50.12
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Apr 19
Note: Ratio's shown as on 28 Feb 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 (16 Apr 19) ₹27.71 ↑ 0.16   (0.58 %)
Net Assets (Cr) ₹6,762 on 28 Feb 19
Category Equity - Focused
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.73
Sharpe Ratio -0.06
Information Ratio 0.3
Alpha Ratio -3.46
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
31 Mar 14₹10,000
31 Mar 15₹14,209
31 Mar 16₹13,378
31 Mar 17₹16,741
31 Mar 18₹19,897
31 Mar 19₹21,440

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 ₹470,047.
Net Profit of ₹170,047
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 Apr 19

DurationReturns
1 Month 2.7%
3 Month 7.2%
6 Month 7.4%
1 Year 2.8%
3 Year 17%
5 Year 17%
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 162.65 Yr.

Data below for Axis Focused 25 Fund as on 28 Feb 19

Equity Sector Allocation
SectorValue
Financial Services45.31%
Consumer Cyclical18.45%
Technology12.98%
Basic Materials10.05%
Industrials3.06%
Asset Allocation
Asset ClassValue
Cash10.15%
Equity89.85%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
9%₹653 Cr2,159,634
↓ -58,501
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
8%₹561 Cr4,206,457
↑ 200,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
8%₹547 Cr2,732,709
↓ -287,388
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | HDFCBANK
7%₹523 Cr2,255,069
NTPC LIMITED
Commercial Paper | -
6%₹464 Cr9,300
↑ 9,300
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 18 | HDFC
6%₹457 Cr2,322,956
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | 532978
6%₹434 Cr617,050
Avenue Supermarts Ltd (Consumer Cyclical)
Equity, Since 30 Apr 17 | 540376
6%₹396 Cr2,695,122
↑ 30,000
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND
5%₹385 Cr3,092,936
↓ -327,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 16 | MARUTI
5%₹367 Cr549,460
↓ -105,000

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 17.5% 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 (16 Apr 19) ₹44.6357 ↑ 0.24   (0.54 %)
Net Assets (Cr) ₹17,426 on 28 Feb 19
Category Equity - ELSS
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.49
Sharpe Ratio -0.05
Information Ratio -0.36
Alpha Ratio 0.83
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Mar 14₹10,000
31 Mar 15₹16,203
31 Mar 16₹15,224
31 Mar 17₹18,010
31 Mar 18₹21,034
31 Mar 19₹22,827

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 ₹481,656.
Net Profit of ₹181,656
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 Apr 19

DurationReturns
1 Month 2.6%
3 Month 7.8%
6 Month 9.8%
1 Year 4.1%
3 Year 14.5%
5 Year 18.7%
10 Year
15 Year
Since launch 17.5%
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 28 Feb 19

Equity Sector Allocation
SectorValue
Financial Services40.92%
Consumer Cyclical21.27%
Technology13.96%
Basic Materials7.21%
Utility3.98%
Industrials3.47%
Consumer Defensive2.09%
Health Care1.65%
Asset Allocation
Asset ClassValue
Cash5.46%
Equity94.54%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
8%₹1,546 Cr6,668,912
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
8%₹1,514 Cr5,005,476
↓ -63,667
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 11 | KOTAKBANK
8%₹1,483 Cr11,115,031
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS
8%₹1,452 Cr7,253,090
↓ -450,000
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND
7%₹1,358 Cr10,900,642
↓ -359,487
GRUH Finance Ltd (Financial Services)
Equity, Since 31 May 11 | 511288
5%₹963 Cr34,922,188
↑ 10,272,450
Avenue Supermarts Ltd (Consumer Cyclical)
Equity, Since 30 Apr 17 | 540376
5%₹896 Cr6,087,972
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 10 | MARUTI
5%₹864 Cr1,294,317
↓ -75,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFC
5%₹856 Cr4,347,008
↓ -350,000
Corporate Bond Repo
CBLO/Reverse Repo | -
4%₹813 Cr

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% 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 (16 Apr 19) ₹28.66 ↑ 0.22   (0.77 %)
Net Assets (Cr) ₹4,221 on 28 Feb 19
Category Equity - Large Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 0.31
Information Ratio -0.04
Alpha Ratio 2.9
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
31 Mar 14₹10,000
31 Mar 15₹13,430
31 Mar 16₹12,562
31 Mar 17₹14,401
31 Mar 18₹17,011
31 Mar 19₹19,483

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 ₹436,710.
Net Profit of ₹136,710
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 Apr 19

DurationReturns
1 Month 2.8%
3 Month 7%
6 Month 11.9%
1 Year 10%
3 Year 15.5%
5 Year 14.6%
10 Year
15 Year
Since launch 12%
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 162.19 Yr.

Data below for Axis Bluechip Fund as on 28 Feb 19

Equity Sector Allocation
SectorValue
Financial Services43.58%
Technology13.49%
Consumer Cyclical10.43%
Basic Materials6.94%
Consumer Defensive6.12%
Industrials3.48%
Energy3.26%
Health Care1.76%
Asset Allocation
Asset ClassValue
Cash10.94%
Equity89.06%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Ltd
CBLO | -
12%₹597 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
10%₹474 Cr2,042,000
↑ 102,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 500034
9%₹438 Cr1,449,000
↑ 109,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK
8%₹404 Cr3,025,000
↑ 365,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
7%₹345 Cr1,725,000
↑ 105,000
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY
6%₹289 Cr3,880,000
↓ -160,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
6%₹286 Cr7,150,000
↑ 1,769,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFC
4%₹198 Cr1,007,000
↑ 297,000
Avenue Supermarts Ltd (Consumer Cyclical)
Equity, Since 31 Mar 17 | 540376
4%₹190 Cr1,290,000
↑ 110,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 18 | LT
3%₹167 Cr1,205,000
↑ 665,000

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 17.2% 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 (16 Apr 19) ₹36.44 ↑ 0.07   (0.19 %)
Net Assets (Cr) ₹1,891 on 28 Feb 19
Category Equity - Mid Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.69
Sharpe Ratio 0.12
Information Ratio 0.37
Alpha Ratio 15.22
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
31 Mar 14₹10,000
31 Mar 15₹16,429
31 Mar 16₹15,118
31 Mar 17₹18,224
31 Mar 18₹21,874
31 Mar 19₹23,866

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 ₹481,656.
Net Profit of ₹181,656
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 Apr 19

DurationReturns
1 Month 1.4%
3 Month 4.9%
6 Month 9%
1 Year 3.3%
3 Year 14.8%
5 Year 18.8%
10 Year
15 Year
Since launch 17.2%
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 162.19 Yr.

Data below for Axis Mid Cap Fund as on 28 Feb 19

Equity Sector Allocation
SectorValue
Financial Services29.88%
Consumer Cyclical24.34%
Health Care8.82%
Basic Materials8.42%
Technology7.58%
Industrials6.93%
Utility1.94%
Asset Allocation
Asset ClassValue
Cash12.08%
Equity87.92%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Ltd
CBLO | -
12%₹268 Cr
City Union Bank Ltd (Financial Services)
Equity, Since 31 May 15 | CUB
6%₹122 Cr5,949,000
↑ 395,335
GRUH Finance Ltd (Financial Services)
Equity, Since 31 Aug 15 | 511288
5%₹113 Cr4,115,000
↑ 505,000
Info Edge (India) Ltd (Technology)
Equity, Since 31 May 17 | NAUKRI
5%₹103 Cr557,000
↑ 12,000
Avenue Supermarts Ltd (Consumer Cyclical)
Equity, Since 31 Mar 17 | 540376
4%₹95 Cr643,000
↑ 485,526
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | 500034
4%₹89 Cr295,500
↑ 86,500
ACC Ltd (Basic Materials)
Equity, Since 31 Jul 18 | 500410
4%₹82 Cr490,000
↑ 85,000
Torrent Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 May 18 | TORNTPHARM
4%₹81 Cr415,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | HDFCBANK
4%₹80 Cr344,000
↑ 34,000
Astral Poly Technik Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | ASTRAL
4%₹77 Cr665,158

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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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