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4 Best Equity Funds by Axis Mutual Fund 2025
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
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 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 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 Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Sharpe Ratio Axis Mid Cap Fund Growth ₹113.68
↓ -0.04 ₹28,809 18.5 -0.7 9.7 23.2 25.2 30 0.18 Axis Long Term Equity Fund Growth ₹96.4407
↓ -0.12 ₹34,950 12.7 -0.1 8.3 17.2 17.6 17.4 0.13 Axis Bluechip Fund Growth ₹60.36
↓ -0.14 ₹33,218 10.9 0.2 6.1 14.7 16.5 13.7 0.08 Axis Focused 25 Fund Growth ₹55.4
↓ -0.15 ₹12,665 15.4 0.3 8.1 13.7 16.1 14.8 0.04 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jun 25 Note: Ratio's shown as on 30 Apr 25 Assets >= 200 Crore & Sorted on 3 Year CAGR Returns.
1. Axis Mid Cap Fund
CAGR/Annualized return of 18.5% since its launch. Ranked 41 in Mid Cap category. Return for 2024 was 30% , 2023 was 29.6% and 2022 was -5.1% . Axis Mid Cap Fund
Growth Launch Date 18 Feb 11 NAV (10 Jun 25) ₹113.68 ↓ -0.04 (-0.04 %) Net Assets (Cr) ₹28,809 on 30 Apr 25 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 1.61 Sharpe Ratio 0.18 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.
Date Value 31 May 20 ₹10,000 31 May 21 ₹16,382 31 May 22 ₹17,756 31 May 23 ₹20,158 31 May 24 ₹28,163 31 May 25 ₹31,061 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jun 25 Duration Returns 1 Month 10.6% 3 Month 18.5% 6 Month -0.7% 1 Year 9.7% 3 Year 23.2% 5 Year 25.2% 10 Year 15 Year Since launch 18.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 30% 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% Fund Manager information for Axis Mid Cap Fund
Name Since Tenure Shreyash Devalkar 23 Nov 16 8.52 Yr. Nitin Arora 3 Aug 23 1.83 Yr. Krishnaa N 1 Mar 24 1.25 Yr. Data below for Axis Mid Cap Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Consumer Cyclical 19.74% Financial Services 15.59% Health Care 12% Industrials 11.8% Basic Materials 10.84% Technology 10.7% Real Estate 3.35% Communication Services 3.05% Utility 1.36% Energy 0.87% Consumer Defensive 0.65% Asset Allocation
Asset Class Value Cash 10.05% Equity 89.95% Top Securities Holdings / Portfolio
Name Holding Value Quantity Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 22 | 5328433% ₹912 Cr 13,299,371 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 5008503% ₹892 Cr 11,322,169 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | 5063953% ₹862 Cr 3,893,484 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT3% ₹746 Cr 1,401,483
↓ -61,551 Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA2% ₹694 Cr 4,111,208 Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Jun 23 | SOLARINDS2% ₹666 Cr 505,242
↑ 2,012 JK Cement Ltd (Basic Materials)
Equity, Since 31 Jan 20 | JKCEMENT2% ₹623 Cr 1,219,314 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 23 | FEDERALBNK2% ₹621 Cr 31,591,358 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Oct 23 | DIXON2% ₹581 Cr 352,870
↑ 11,428 Lupin Ltd (Healthcare)
Equity, Since 31 Jan 24 | 5002572% ₹577 Cr 2,754,067
↓ -163,179 2. Axis Long Term Equity Fund
CAGR/Annualized return of 15.8% since its launch. Ranked 20 in ELSS category. Return for 2024 was 17.4% , 2023 was 22% and 2022 was -12% . Axis Long Term Equity Fund
Growth Launch Date 29 Dec 09 NAV (10 Jun 25) ₹96.4407 ↓ -0.12 (-0.12 %) Net Assets (Cr) ₹34,950 on 30 Apr 25 Category Equity - ELSS AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.55 Sharpe Ratio 0.13 Information Ratio -0.63 Alpha Ratio 1.7 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹15,598 31 May 22 ₹15,223 31 May 23 ₹16,510 31 May 24 ₹20,670 31 May 25 ₹23,024 Returns for Axis Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jun 25 Duration Returns 1 Month 6% 3 Month 12.7% 6 Month -0.1% 1 Year 8.3% 3 Year 17.2% 5 Year 17.6% 10 Year 15 Year Since launch 15.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 17.4% 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% Fund Manager information for Axis Long Term Equity Fund
Name Since Tenure Shreyash Devalkar 4 Aug 23 1.83 Yr. Ashish Naik 3 Aug 23 1.83 Yr. Data below for Axis Long Term Equity Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Financial Services 30.79% Consumer Cyclical 13.4% Health Care 9.29% Industrials 9.16% Basic Materials 7.92% Technology 7.17% Communication Services 5.57% Consumer Defensive 5.47% Utility 3.45% Energy 1.7% Real Estate 1.15% Asset Allocation
Asset Class Value Cash 4.81% Equity 95.19% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK9% ₹3,013 Cr 15,654,121 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | ICICIBANK6% ₹2,021 Cr 14,164,571
↑ 368,496 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 23 | BHARTIARTL4% ₹1,535 Cr 8,233,062 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000344% ₹1,440 Cr 1,667,319
↓ -150,601 Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 13 | 5327793% ₹1,207 Cr 7,843,508
↓ -167,374 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS3% ₹1,119 Cr 3,240,264
↓ -29,317 Infosys Ltd (Technology)
Equity, Since 31 May 24 | INFY3% ₹926 Cr 6,174,136 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M2% ₹834 Cr 2,847,008
↓ -131,665 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | 5433202% ₹807 Cr 34,692,799 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND2% ₹766 Cr 2,524,224 3. Axis Bluechip Fund
CAGR/Annualized return of 12.4% since its launch. Ranked 58 in Large Cap category. Return for 2024 was 13.7% , 2023 was 17.4% and 2022 was -5.7% . Axis Bluechip Fund
Growth Launch Date 5 Jan 10 NAV (10 Jun 25) ₹60.36 ↓ -0.14 (-0.23 %) Net Assets (Cr) ₹33,218 on 30 Apr 25 Category Equity - Large Cap AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.55 Sharpe Ratio 0.08 Information Ratio -1.01 Alpha Ratio -1.01 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 31 May 20 ₹10,000 31 May 21 ₹15,120 31 May 22 ₹15,249 31 May 23 ₹16,283 31 May 24 ₹20,181 31 May 25 ₹21,990 Returns for Axis Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jun 25 Duration Returns 1 Month 4.2% 3 Month 10.9% 6 Month 0.2% 1 Year 6.1% 3 Year 14.7% 5 Year 16.5% 10 Year 15 Year Since launch 12.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 13.7% 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% Fund Manager information for Axis Bluechip Fund
Name Since Tenure Shreyash Devalkar 23 Nov 16 8.52 Yr. Jayesh Sundar 4 Nov 24 0.57 Yr. Krishnaa N 1 Mar 24 1.25 Yr. Data below for Axis Bluechip Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Financial Services 31.74% Consumer Cyclical 11.32% Health Care 7.78% Communication Services 6.97% Industrials 6.64% Consumer Defensive 6.64% Technology 6.33% Energy 5.19% Basic Materials 4.41% Utility 1.32% Real Estate 0.13% Asset Allocation
Asset Class Value Cash 5.41% Equity 94.21% Debt 0.37% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK9% ₹3,016 Cr 15,669,944
↓ -1,480,257 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK9% ₹2,927 Cr 20,510,750
↓ -642,486 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL6% ₹1,835 Cr 9,844,353
↓ -591,840 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE5% ₹1,697 Cr 12,077,598
↑ 4,606,299 Nifty May 2025 Future
- | -5% ₹1,589 Cr 650,550
↑ 650,550 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 5000345% ₹1,517 Cr 1,756,495
↓ -79,253 Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY4% ₹1,168 Cr 7,786,773
↓ -1,182,590 State Bank of India (Financial Services)
Equity, Since 31 May 21 | SBIN3% ₹1,042 Cr 13,212,418
↑ 2,495,363 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M3% ₹972 Cr 3,317,434 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK3% ₹970 Cr 4,392,546
↑ 86,459 4. Axis Focused 25 Fund
CAGR/Annualized return of 14.1% since its launch. Ranked 7 in Focused category. Return for 2024 was 14.8% , 2023 was 17.2% and 2022 was -14.5% . Axis Focused 25 Fund
Growth Launch Date 29 Jun 12 NAV (10 Jun 25) ₹55.4 ↓ -0.15 (-0.27 %) Net Assets (Cr) ₹12,665 on 30 Apr 25 Category Equity - Focused AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.69 Sharpe Ratio 0.04 Information Ratio -1.15 Alpha Ratio 0.23 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 31 May 20 ₹10,000 31 May 21 ₹16,042 31 May 22 ₹15,714 31 May 23 ₹16,170 31 May 24 ₹19,612 31 May 25 ₹21,675 Returns for Axis Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jun 25 Duration Returns 1 Month 7.1% 3 Month 15.4% 6 Month 0.3% 1 Year 8.1% 3 Year 13.7% 5 Year 16.1% 10 Year 15 Year Since launch 14.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 14.8% 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% Fund Manager information for Axis Focused 25 Fund
Name Since Tenure Sachin Relekar 1 Feb 24 1.33 Yr. Krishnaa N 1 Mar 24 1.25 Yr. Data below for Axis Focused 25 Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Financial Services 35.45% Consumer Cyclical 9.89% Health Care 9.61% Industrials 9.11% Communication Services 8.95% Technology 5.76% Basic Materials 4.76% Utility 4.43% Real Estate 3% Consumer Defensive 1.32% Asset Allocation
Asset Class Value Cash 7.72% Equity 92.28% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 21 | ICICIBANK10% ₹1,225 Cr 8,584,867 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK8% ₹1,059 Cr 5,502,629 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000346% ₹786 Cr 909,985
↑ 39,200 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 23 | BHARTIARTL6% ₹772 Cr 4,138,784 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS6% ₹730 Cr 2,113,502 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND5% ₹603 Cr 1,987,953 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 22 | CHOLAFIN5% ₹603 Cr 4,039,282 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB5% ₹599 Cr 983,954 Torrent Power Ltd (Utilities)
Equity, Since 28 Feb 21 | 5327794% ₹561 Cr 3,647,446
↓ -196,200 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 24 | 5433204% ₹514 Cr 22,098,304
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