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Top 4 Best Equity Funds by Axis Mutual Fund 2021 | Fincash

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4 Best Equity Funds by Axis Mutual Fund 2021

Updated on January 15, 2021 , 13832 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 (%)2020 (%)Sharpe Ratio
Axis Bluechip Fund Growth ₹38.76
↓ -0.48
₹20,48022.932.819.414.916.619.70.4
Axis Mid Cap Fund Growth ₹50.95
↓ -0.67
₹7,87821.633.925.613.816.8260.64
Axis Long Term Equity Fund Growth ₹59.8042
↓ -0.82
₹25,61827.43719.71215.620.50.43
Axis Focused 25 Fund Growth ₹37.48
↓ -0.59
₹13,35925.636.219.911.618.1210.41
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Jan 21
Note: Ratio's shown as on 30 Nov 20
*List of funds based on Assets >= 200 Crore & Sorted on 3 Year CAGR Returns.

1. 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 13.1% since its launch.  Ranked 58 in Large Cap category.  Return for 2020 was 19.7% , 2019 was 18.6% and 2018 was 6.5% .

Below is the key information for Axis Bluechip Fund

Axis Bluechip Fund
Growth
Launch Date 5 Jan 10
NAV (15 Jan 21) ₹38.76 ↓ -0.48   (-1.22 %)
Net Assets (Cr) ₹20,480 on 30 Nov 20
Category Equity - Large Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 0.4
Information Ratio 0.45
Alpha Ratio 3.12
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
31 Dec 15₹10,000
31 Dec 16₹9,638
31 Dec 17₹13,304
31 Dec 18₹14,174
31 Dec 19₹16,807
31 Dec 20₹20,121

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 ₹458,689.
Net Profit of ₹158,689
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 15 Jan 21

DurationReturns
1 Month 4.9%
3 Month 22.9%
6 Month 32.8%
1 Year 19.4%
3 Year 14.9%
5 Year 16.6%
10 Year
15 Year
Since launch 13.1%
Historical performance (Yearly) on absolute basis
YearReturns
2020 19.7%
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%
Fund Manager information for Axis Bluechip Fund
NameSinceTenure
Shreyash Devalkar23 Nov 164.11 Yr.
Hitesh Das2 Nov 200.16 Yr.

Data below for Axis Bluechip Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Financial Services40.21%
Technology16.68%
Consumer Defensive11.99%
Health Care7.58%
Basic Materials7.5%
Energy5.58%
Consumer Cyclical5.53%
Communication Services2.72%
Asset Allocation
Asset ClassValue
Cash1.53%
Equity98.47%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
10%₹2,190 Cr15,250,000
↓ -300,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 500034
10%₹2,160 Cr4,080,000
↓ -250,000
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY
9%₹2,006 Cr15,970,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK
8%₹1,694 Cr8,486,800
↑ 296,800
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
6%₹1,426 Cr4,980,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
6%₹1,366 Cr25,527,875
↑ 2,592,875
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE
6%₹1,255 Cr6,323,520
↑ 283,520
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
5%₹1,230 Cr4,450,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFC
5%₹1,068 Cr4,173,200
↑ 1,593,200
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 19 | MARUTI
3%₹736 Cr961,500
↑ 149,500

2. 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 17.9% since its launch.  Ranked 41 in Mid Cap category.  Return for 2020 was 26% , 2019 was 11.3% and 2018 was 3.5% .

Below is the key information for Axis Mid Cap Fund

Axis Mid Cap Fund
Growth
Launch Date 18 Feb 11
NAV (15 Jan 21) ₹50.95 ↓ -0.67   (-1.30 %)
Net Assets (Cr) ₹7,878 on 30 Nov 20
Category Equity - Mid Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.03
Sharpe Ratio 0.64
Information Ratio 1.33
Alpha Ratio 6.5
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
31 Dec 15₹10,000
31 Dec 16₹9,689
31 Dec 17₹13,756
31 Dec 18₹14,240
31 Dec 19₹15,852
31 Dec 20₹19,976

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 ₹458,689.
Net Profit of ₹158,689
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 15 Jan 21

DurationReturns
1 Month 4.4%
3 Month 21.6%
6 Month 33.9%
1 Year 25.6%
3 Year 13.8%
5 Year 16.8%
10 Year
15 Year
Since launch 17.9%
Historical performance (Yearly) on absolute basis
YearReturns
2020 26%
2019 11.3%
2018 3.5%
2017 42%
2016 -3.1%
2015 0.8%
2014 76.5%
2013 4.1%
2012 52.6%
2011
Fund Manager information for Axis Mid Cap Fund
NameSinceTenure
Shreyash Devalkar23 Nov 164.11 Yr.
Hitesh Das18 Dec 200.04 Yr.

Data below for Axis Mid Cap Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Financial Services19.91%
Consumer Cyclical19.49%
Basic Materials13.21%
Health Care11.75%
Industrials11.14%
Technology10.04%
Consumer Defensive6.07%
Utility3.24%
Communication Services2.64%
Asset Allocation
Asset ClassValue
Cash2.51%
Equity97.49%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN
5%₹385 Cr9,939,905
PI Industries Ltd (Basic Materials)
Equity, Since 31 Mar 19 | PIIND
4%₹342 Cr1,557,136
Voltas Ltd (Industrials)
Equity, Since 31 May 17 | VOLTAS
4%₹319 Cr3,860,000
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | 524494
4%₹302 Cr1,379,726
Astral Poly Technik Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL
3%₹296 Cr1,661,231
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | 500034
3%₹291 Cr549,308
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | HDFCBANK
3%₹273 Cr1,900,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
3%₹265 Cr960,000
Endurance Technologies Ltd (Consumer Cyclical)
Equity, Since 31 Oct 16 | ENDURANCE
3%₹252 Cr1,871,023
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 30 Nov 19 | 500800
3%₹251 Cr4,258,000

3. 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 17.6% since its launch.  Ranked 20 in ELSS category.  Return for 2020 was 20.5% , 2019 was 14.8% and 2018 was 2.7% .

Below is the key information for Axis Long Term Equity Fund

Axis Long Term Equity Fund
Growth
Launch Date 29 Dec 09
NAV (15 Jan 21) ₹59.8042 ↓ -0.82   (-1.36 %)
Net Assets (Cr) ₹25,618 on 30 Nov 20
Category Equity - ELSS
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.72
Sharpe Ratio 0.43
Information Ratio 0.47
Alpha Ratio 3.64
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Dec 15₹10,000
31 Dec 16₹9,931
31 Dec 17₹13,649
31 Dec 18₹14,013
31 Dec 19₹16,092
31 Dec 20₹19,393

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 ₹447,579.
Net Profit of ₹147,579
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 15 Jan 21

DurationReturns
1 Month 4%
3 Month 27.4%
6 Month 37%
1 Year 19.7%
3 Year 12%
5 Year 15.6%
10 Year
15 Year
Since launch 17.6%
Historical performance (Yearly) on absolute basis
YearReturns
2020 20.5%
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%
Fund Manager information for Axis Long Term Equity Fund
NameSinceTenure
Jinesh Gopani1 Apr 119.76 Yr.

Data below for Axis Long Term Equity Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Financial Services35.73%
Consumer Cyclical13.21%
Consumer Defensive12.18%
Technology11.07%
Health Care8.6%
Basic Materials7.46%
Communication Services6.4%
Utility3.04%
Industrials1.33%
Asset Allocation
Asset ClassValue
Cash0.97%
Equity99.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
9%₹2,524 Cr4,767,001
↓ -300,544
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
7%₹2,020 Cr14,064,035
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS
7%₹1,944 Cr6,791,985
↑ 111,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 11 | KOTAKBANK
7%₹1,830 Cr9,169,478
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
7%₹1,819 Cr6,581,351
↑ 809,914
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 May 14 | NAUKRI
6%₹1,739 Cr3,654,111
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFC
6%₹1,565 Cr6,118,288
↑ 150,000
Nestle India Ltd (Consumer Defensive)
Equity, Since 31 Aug 14 | NESTLEIND
5%₹1,493 Cr811,600
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 10 | MARUTI
5%₹1,408 Cr1,840,742
↓ -70,000
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND
4%₹1,200 Cr6,796,272
↓ -290,000

4. 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 16.7% since its launch.  Ranked 7 in Focused category.  Return for 2020 was 21% , 2019 was 14.7% and 2018 was 0.6% .

Below is the key information for Axis Focused 25 Fund

Axis Focused 25 Fund
Growth
Launch Date 29 Jun 12
NAV (15 Jan 21) ₹37.48 ↓ -0.59   (-1.55 %)
Net Assets (Cr) ₹13,359 on 30 Nov 20
Category Equity - Focused
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.9
Sharpe Ratio 0.41
Information Ratio 0.14
Alpha Ratio 4.22
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
31 Dec 15₹10,000
31 Dec 16₹10,456
31 Dec 17₹15,177
31 Dec 18₹15,273
31 Dec 19₹17,511
31 Dec 20₹21,190

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 ₹481,656.
Net Profit of ₹181,656
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 15 Jan 21

DurationReturns
1 Month 4.2%
3 Month 25.6%
6 Month 36.2%
1 Year 19.9%
3 Year 11.6%
5 Year 18.1%
10 Year
15 Year
Since launch 16.7%
Historical performance (Yearly) on absolute basis
YearReturns
2020 21%
2019 14.7%
2018 0.6%
2017 45.2%
2016 4.6%
2015 3.9%
2014 38.8%
2013 5.8%
2012
2011
Fund Manager information for Axis Focused 25 Fund
NameSinceTenure
Jinesh Gopani7 Jun 164.57 Yr.
Hitesh Das2 Nov 200.16 Yr.

Data below for Axis Focused 25 Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Financial Services33.75%
Technology13.84%
Consumer Cyclical13.44%
Basic Materials11.41%
Energy6.69%
Consumer Defensive6.35%
Communication Services5.61%
Health Care5.55%
Asset Allocation
Asset ClassValue
Cash1.37%
Equity98.63%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
10%₹1,389 Cr2,622,798
↓ -188,297
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
9%₹1,264 Cr4,415,128
↑ 200,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
8%₹1,144 Cr5,733,019
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 18 | HDFC
7%₹1,055 Cr4,123,789
↑ 680,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | HDFCBANK
7%₹984 Cr6,853,600
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
7%₹960 Cr4,836,824
↑ 250,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
6%₹912 Cr3,299,541
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jul 16 | NAUKRI
6%₹805 Cr1,691,475
↑ 35,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 16 | MARUTI
5%₹781 Cr1,021,122
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND
5%₹735 Cr4,162,425

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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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