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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 October 21, 2021 , 25586 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 Mid Cap Fund Growth ₹69.88
↓ -0.69
₹15,39511.229.86429.320.6263.6
Axis Long Term Equity Fund Growth ₹76.5441
↓ -0.58
₹34,37112.427.960.5251820.52.68
Axis Focused 25 Fund Growth ₹48.16
↓ -0.27
₹20,33414.33059.724.718.9212.78
Axis Bluechip Fund Growth ₹47.75
↓ -0.17
₹33,15412.625.948.924.418.519.72.63
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Oct 21
Note: Ratio's shown as on 30 Sep 21
*List of funds based on Assets >= 200 Crore & Sorted on 3 Year CAGR Returns.

1. 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 20% 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 (22 Oct 21) ₹69.88 ↓ -0.69   (-0.98 %)
Net Assets (Cr) ₹15,395 on 30 Sep 21
Category Equity - Mid Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio 3.6
Information Ratio 0.59
Alpha Ratio 4.17
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
30 Sep 16₹10,000
30 Sep 17₹11,427
30 Sep 18₹12,806
30 Sep 19₹14,087
30 Sep 20₹15,816
30 Sep 21₹25,622

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 ₹505,644.
Net Profit of ₹205,644
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 22 Oct 21

DurationReturns
1 Month 0.5%
3 Month 11.2%
6 Month 29.8%
1 Year 64%
3 Year 29.3%
5 Year 20.6%
10 Year
15 Year
Since launch 20%
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 164.78 Yr.
Hitesh Das18 Dec 200.7 Yr.

Data below for Axis Mid Cap Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Financial Services18.06%
Consumer Cyclical16.3%
Technology14.95%
Industrials11.75%
Basic Materials11.28%
Health Care8.63%
Consumer Defensive5.32%
Utility4.83%
Communication Services2.31%
Asset Allocation
Asset ClassValue
Cash6.59%
Equity93.41%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN
4%₹627 Cr11,323,500
Coforge Ltd (Technology)
Equity, Since 31 May 20 | 532541
4%₹585 Cr1,123,713
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK
4%₹553 Cr7,695,000
PI Industries Ltd (Basic Materials)
Equity, Since 31 Mar 19 | PIIND
4%₹528 Cr1,557,136
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | 500034
3%₹500 Cr665,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | HDFCBANK
3%₹491 Cr3,105,500
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Jun 20 | CROMPTON
3%₹490 Cr10,359,953
Astral Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL
3%₹479 Cr2,344,974
MindTree Ltd (Technology)
Equity, Since 31 Dec 19 | 532819
3%₹467 Cr1,286,323
Gujarat Gas Ltd (Utilities)
Equity, Since 29 Feb 20 | 539336
3%₹429 Cr5,935,665

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 18.8% 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 (22 Oct 21) ₹76.5441 ↓ -0.58   (-0.76 %)
Net Assets (Cr) ₹34,371 on 30 Sep 21
Category Equity - ELSS
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.68
Sharpe Ratio 2.68
Information Ratio 0.32
Alpha Ratio -7.43
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Sep 16₹10,000
30 Sep 17₹11,703
30 Sep 18₹12,644
30 Sep 19₹14,176
30 Sep 20₹14,067
30 Sep 21₹22,847

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 ₹470,047.
Net Profit of ₹170,047
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 22 Oct 21

DurationReturns
1 Month -0.4%
3 Month 12.4%
6 Month 27.9%
1 Year 60.5%
3 Year 25%
5 Year 18%
10 Year
15 Year
Since launch 18.8%
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 1110.43 Yr.

Data below for Axis Long Term Equity Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Financial Services33.47%
Consumer Defensive13.02%
Technology11.59%
Basic Materials10.53%
Consumer Cyclical9.77%
Communication Services7.73%
Health Care7.26%
Utility3.85%
Industrials1.59%
Real Estate0.29%
Asset Allocation
Asset ClassValue
Cash0.9%
Equity99.1%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
11%₹3,605 Cr4,790,581
↑ 50,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS
8%₹2,821 Cr7,451,140
↓ -50,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
8%₹2,744 Cr6,937,429
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 May 14 | NAUKRI
8%₹2,619 Cr4,236,101
↑ 150,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 17 | DIVISLAB
5%₹1,827 Cr3,531,231
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFC
5%₹1,757 Cr6,278,691
↑ 300,000
Nestle India Ltd (Consumer Defensive)
Equity, Since 31 Aug 14 | NESTLEIND
5%₹1,666 Cr855,912
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
5%₹1,659 Cr10,488,502
↑ 913,596
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND
5%₹1,544 Cr6,769,674
↑ 192,412
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 11 | KOTAKBANK
4%₹1,455 Cr8,297,028
↓ -53,641

3. 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 18.4% 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 (22 Oct 21) ₹48.16 ↓ -0.27   (-0.56 %)
Net Assets (Cr) ₹20,334 on 30 Sep 21
Category Equity - Focused
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.82
Sharpe Ratio 2.78
Information Ratio 0.34
Alpha Ratio -1.64
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
30 Sep 16₹10,000
30 Sep 17₹12,335
30 Sep 18₹13,492
30 Sep 19₹14,821
30 Sep 20₹14,765
30 Sep 21₹23,906

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 22 Oct 21

DurationReturns
1 Month 0.4%
3 Month 14.3%
6 Month 30%
1 Year 59.7%
3 Year 24.7%
5 Year 18.9%
10 Year
15 Year
Since launch 18.4%
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 165.24 Yr.
Hitesh Das2 Nov 200.83 Yr.

Data below for Axis Focused 25 Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Financial Services29.02%
Technology13.71%
Consumer Cyclical11.5%
Basic Materials9.64%
Health Care8.9%
Communication Services7.88%
Consumer Defensive7.83%
Energy3.43%
Utility1.21%
Asset Allocation
Asset ClassValue
Cash4.78%
Equity95.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
10%₹2,009 Cr2,670,167
↓ -170,052
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
8%₹1,674 Cr4,420,804
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jul 16 | NAUKRI
8%₹1,555 Cr2,515,759
↑ 30,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
8%₹1,546 Cr3,908,882
↑ 50,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB
6%₹1,205 Cr2,328,887
↑ 230,000
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND
6%₹1,160 Cr5,087,425
↑ 75,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 18 | HDFC
5%₹1,056 Cr3,775,161
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
5%₹931 Cr5,308,728
↓ -13,457
Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | 509930
5%₹893 Cr4,088,599
↑ 100,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | HDFCBANK
4%₹812 Cr5,136,460

4. 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 14.2% 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 (22 Oct 21) ₹47.75 ↓ -0.17   (-0.35 %)
Net Assets (Cr) ₹33,154 on 30 Sep 21
Category Equity - Large Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.74
Sharpe Ratio 2.63
Information Ratio 0.3
Alpha Ratio -4.39
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
30 Sep 16₹10,000
30 Sep 17₹11,667
30 Sep 18₹13,055
30 Sep 19₹15,303
30 Sep 20₹15,106
30 Sep 21₹23,040

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 ₹481,656.
Net Profit of ₹181,656
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 22 Oct 21

DurationReturns
1 Month 1%
3 Month 12.6%
6 Month 25.9%
1 Year 48.9%
3 Year 24.4%
5 Year 18.5%
10 Year
15 Year
Since launch 14.2%
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 164.77 Yr.
Hitesh Das2 Nov 200.83 Yr.

Data below for Axis Bluechip Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Financial Services38.28%
Technology18.88%
Consumer Defensive11.42%
Basic Materials10.62%
Health Care5.84%
Consumer Cyclical5.32%
Energy4.38%
Communication Services2.88%
Asset Allocation
Asset ClassValue
Cash1.07%
Equity98.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 500034
10%₹3,282 Cr4,361,250
↑ 266,250
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY
9%₹2,986 Cr17,500,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
9%₹2,934 Cr18,551,250
↑ 816,750
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
8%₹2,694 Cr37,471,875
↑ 2,550,625
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
8%₹2,588 Cr6,835,000
↑ 765,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
6%₹2,034 Cr5,142,169
↑ 42,169
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE
4%₹1,411 Cr6,250,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFC
4%₹1,349 Cr4,820,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 18 | DIVISLAB
4%₹1,162 Cr2,246,000
↑ 62,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 18 | ULTRACEMCO
4%₹1,129 Cr1,441,413
↑ 72,900

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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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