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Top 4 Best Equity Funds by Axis Mutual Fund 2020 | Fincash

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4 Best Equity Funds by Axis Mutual Fund 2020

Updated on March 25, 2020 , 4492 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 (%)2019 (%)Sharpe Ratio
Axis Focused 25 Fund Growth ₹23.9
↓ -0.12
₹9,764-22.9-18.9-10.64.66.214.71.29
Axis Long Term Equity Fund Growth ₹39.2359
↑ 0.21
₹21,659-20.8-16.9-94.75.114.81.23
Axis Bluechip Fund Growth ₹26.28
↓ -0.10
₹11,824-18.7-15.8-5.88.46.518.61.43
Axis Mid Cap Fund Growth ₹32.32
↓ -0.24
₹5,193-18.7-14.9-10.365.611.31.13
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

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 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% .

Below is the key information for Axis Focused 25 Fund

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.

DateValue
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

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 ₹357,992.
Net Profit of ₹57,992
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 27 Mar 20

DurationReturns
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
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 163.57 Yr.

Data below for Axis Focused 25 Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Financial Services37.76%
Basic Materials13%
Consumer Cyclical10.76%
Consumer Defensive8.25%
Technology6.39%
Communication Services6.26%
Energy3.09%
Health Care2.53%
Industrials2.32%
Asset Allocation
Asset ClassValue
Cash6.53%
Equity93.47%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Ltd
CBLO | -
9%₹862 Cr
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
8%₹805 Cr3,465,808
↑ 317,227
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
8%₹804 Cr1,799,845
↓ -99,678
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
8%₹779 Cr4,806,457
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | 532978
7%₹672 Cr742,964
↓ -94,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
6%₹624 Cr3,121,738
↑ 815,000
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND
5%₹477 Cr3,154,464
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | HDFCBANK
5%₹464 Cr3,938,000
Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | 509930
5%₹463 Cr3,509,023
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jul 16 | NAUKRI
5%₹446 Cr1,717,870

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 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% .

Below is the key information for Axis Long Term Equity Fund

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.

DateValue
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

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 ₹349,120.
Net Profit of ₹49,120
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 27 Mar 20

DurationReturns
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
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 118.67 Yr.

Data below for Axis Long Term Equity Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Financial Services40.08%
Consumer Cyclical13.04%
Consumer Defensive12.08%
Communication Services7.12%
Basic Materials6.75%
Technology6.68%
Industrials3.89%
Utility3.63%
Health Care1.96%
Asset Allocation
Asset ClassValue
Cash6.26%
Equity93.74%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
9%₹1,894 Cr4,241,235
↓ -276,444
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
8%₹1,832 Cr7,881,255
↑ 488,042
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 11 | KOTAKBANK
8%₹1,831 Cr11,301,076
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
6%₹1,376 Cr11,681,210
↓ -427,388
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS
6%₹1,336 Cr6,681,123
↑ 782,163
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND
6%₹1,240 Cr8,192,895
Clearing Corporation Of India Ltd
CBLO | -
5%₹1,125 Cr
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 May 14 | NAUKRI
5%₹1,101 Cr4,246,384
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFC
5%₹1,061 Cr4,874,477
↓ -172,185
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 10 | MARUTI
5%₹1,020 Cr1,623,481
↓ -7,500

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 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% .

Below is the key information for Axis Bluechip Fund

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.

DateValue
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

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 ₹357,992.
Net Profit of ₹57,992
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 27 Mar 20

DurationReturns
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
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 163.1 Yr.

Data below for Axis Bluechip Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Financial Services39.8%
Consumer Defensive14.57%
Technology8.51%
Basic Materials7.06%
Consumer Cyclical3.77%
Communication Services2.83%
Energy2.3%
Health Care1.3%
Industrials0.31%
Asset Allocation
Asset ClassValue
Cash18.33%
Equity81.67%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Ltd
CBLO | -
19%₹2,205 Cr
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 500034
8%₹949 Cr2,126,111
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
8%₹924 Cr18,580,000
↑ 1,930,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK
7%₹859 Cr5,300,000
↑ 50,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
7%₹834 Cr3,589,000
↑ 469,001
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
7%₹824 Cr7,000,000
↓ -1,300,000
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY
5%₹615 Cr8,400,010
↑ 400,010
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFC
5%₹573 Cr2,633,825
↓ -66,175
Asian Paints Ltd (Basic Materials)
Equity, Since 31 Aug 16 | 500820
4%₹482 Cr2,680,000
↑ 62,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 500696
4%₹463 Cr2,130,000
↑ 240,000

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 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% .

Below is the key information for Axis Mid Cap Fund

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.

DateValue
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

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 ₹349,120.
Net Profit of ₹49,120
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 27 Mar 20

DurationReturns
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
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 163.11 Yr.

Data below for Axis Mid Cap Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Financial Services21.89%
Consumer Cyclical18.17%
Industrials11%
Basic Materials8.79%
Consumer Defensive7.04%
Health Care6.32%
Technology5.07%
Utility4.38%
Communication Services3.74%
Asset Allocation
Asset ClassValue
Cash17.42%
Equity82.58%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Ltd
CBLO | -
13%₹637 Cr
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
5%₹241 Cr1,130,000
↑ 106,945
Bata India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 18 | 500043
4%₹213 Cr1,180,000
↑ 270,000
City Union Bank Ltd (Financial Services)
Equity, Since 31 May 15 | CUB
4%₹211 Cr9,113,979
↑ 393,979
Astral Poly Technik Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL
4%₹189 Cr1,545,226
↑ 75,226
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 May 17 | NAUKRI
4%₹180 Cr632,171
↓ -134,829
Indraprastha Gas Ltd (Utilities)
Equity, Since 30 Nov 17 | 532514
4%₹179 Cr3,530,906
↑ 410,906
Voltas Ltd (Industrials)
Equity, Since 31 May 17 | VOLTAS
4%₹174 Cr2,510,450
↑ 95,450
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | 500034
3%₹167 Cr381,500
↓ -14,141
PI Industries Ltd (Basic Materials)
Equity, Since 31 Mar 19 | PIIND
3%₹162 Cr1,040,000
↑ 130,000

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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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