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4 Best Equity Funds by Axis Mutual Fund 2020
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 (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 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 Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) Sharpe Ratio Axis Mid Cap Fund Growth ₹42.22
↑ 0.03 ₹6,732 9.5 20.6 9.3 9.9 10.3 11.3 0.39 Axis Bluechip Fund Growth ₹32.04
↑ 0.25 ₹17,270 7.3 18.7 2 9.4 10.6 18.6 -0.15 Axis Focused 25 Fund Growth ₹30.2
↑ 0.13 ₹11,455 8.1 22.9 1 6.4 11.2 14.7 -0.02 Axis Long Term Equity Fund Growth ₹47.6212
↑ 0.27 ₹21,836 7.7 16.9 -0.8 6.2 8.9 14.8 -0.07 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Oct 20 Note: Ratio's shown as on 30 Sep 20 Assets >= 200 Crore & Sorted on 3 Year CAGR Returns.
1. Axis Mid Cap Fund
CAGR/Annualized return of 16.1% since its launch. Ranked 41 in Mid Cap category. Return for 2019 was 11.3% , 2018 was 3.5% and 2017 was 42% . Axis Mid Cap Fund
Growth Launch Date 18 Feb 11 NAV (19 Oct 20) ₹42.22 ↑ 0.03 (0.07 %) Net Assets (Cr) ₹6,732 on 30 Sep 20 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 2.03 Sharpe Ratio 0.39 Information Ratio 1.36 Alpha Ratio 5.16 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 30 Sep 15 ₹10,000 30 Sep 16 ₹10,427 30 Sep 17 ₹11,915 30 Sep 18 ₹13,353 30 Sep 19 ₹14,689 30 Sep 20 ₹16,492 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Oct 20 Duration Returns 1 Month -1.2% 3 Month 9.5% 6 Month 20.6% 1 Year 9.3% 3 Year 9.9% 5 Year 10.3% 10 Year 15 Year Since launch 16.1% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Shreyash Devalkar 23 Nov 16 3.86 Yr. Data below for Axis Mid Cap Fund as on 30 Sep 20
Equity Sector Allocation
Sector Value Consumer Cyclical 17.67% Health Care 14.57% Financial Services 12.64% Basic Materials 11.97% Industrials 10.04% Technology 9.87% Consumer Defensive 6.21% Utility 2.82% Communication Services 2.81% Asset Allocation
Asset Class Value Cash 11.41% Equity 88.59% Top Securities Holdings / Portfolio
Name Holding Value Quantity Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | 5244945% ₹359 Cr 1,655,400 PI Industries Ltd (Basic Materials)
Equity, Since 31 Mar 19 | PIIND5% ₹307 Cr 1,557,136 Voltas Ltd (Industrials)
Equity, Since 31 May 17 | VOLTAS4% ₹242 Cr 3,557,000 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN4% ₹238 Cr 9,550,676
↑ 285,000 Mphasis Ltd (Technology)
Equity, Since 30 Apr 18 | 5262993% ₹222 Cr 1,606,747
↑ 1,747 Endurance Technologies Ltd (Consumer Cyclical)
Equity, Since 31 Oct 16 | ENDURANCE3% ₹216 Cr 1,871,023
↑ 11,592 Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 30 Nov 19 | 5008003% ₹213 Cr 4,258,000 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | 5002513% ₹213 Cr 3,165,968
↑ 147,968 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 5403763% ₹205 Cr 930,000
↓ -100,000 Astral Poly Technik Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL3% ₹203 Cr 1,661,231 2. Axis Bluechip Fund
CAGR/Annualized return of 11.4% since its launch. Ranked 58 in Large Cap category. Return for 2019 was 18.6% , 2018 was 6.5% and 2017 was 38% . Axis Bluechip Fund
Growth Launch Date 5 Jan 10 NAV (19 Oct 20) ₹32.04 ↑ 0.25 (0.79 %) Net Assets (Cr) ₹17,270 on 30 Sep 20 Category Equity - Large Cap AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.86 Sharpe Ratio -0.15 Information Ratio 0.37 Alpha Ratio -2.99 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 30 Sep 15 ₹10,000 30 Sep 16 ₹10,831 30 Sep 17 ₹12,637 30 Sep 18 ₹14,140 30 Sep 19 ₹16,574 30 Sep 20 ₹16,361 Returns for Axis Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Oct 20 Duration Returns 1 Month 2.5% 3 Month 7.3% 6 Month 18.7% 1 Year 2% 3 Year 9.4% 5 Year 10.6% 10 Year 15 Year Since launch 11.4% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Shreyash Devalkar 23 Nov 16 3.85 Yr. Data below for Axis Bluechip Fund as on 30 Sep 20
Equity Sector Allocation
Sector Value Financial Services 30.17% Technology 18.2% Consumer Defensive 13.01% Health Care 10.05% Energy 8.33% Basic Materials 7.03% Consumer Cyclical 5.06% Communication Services 2.94% Asset Allocation
Asset Class Value Cash 5.02% Equity 94.98% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY10% ₹1,694 Cr 16,800,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK10% ₹1,660 Cr 15,390,000
↑ 470,000 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE8% ₹1,439 Cr 6,440,000
↑ 320,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 5000347% ₹1,274 Cr 3,885,000
↑ 195,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS7% ₹1,249 Cr 5,010,000
↑ 590,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK6% ₹951 Cr 7,500,000
↓ -140,000 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 5403765% ₹835 Cr 3,790,000
↑ 69,216 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 5006964% ₹740 Cr 3,580,000
↑ 174,000 Nestle India Ltd (Consumer Defensive)
Equity, Since 30 Sep 18 | NESTLEIND4% ₹672 Cr 422,000
↑ 11,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK3% ₹582 Cr 16,400,000
↓ -5,935,000 3. Axis Focused 25 Fund
CAGR/Annualized return of 14.2% since its launch. Ranked 7 in Focused category. Return for 2019 was 14.7% , 2018 was 0.6% and 2017 was 45.2% . Axis Focused 25 Fund
Growth Launch Date 29 Jun 12 NAV (19 Oct 20) ₹30.2 ↑ 0.13 (0.43 %) Net Assets (Cr) ₹11,455 on 30 Sep 20 Category Equity - Focused AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.9 Sharpe Ratio -0.02 Information Ratio 0.02 Alpha Ratio -0.06 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 30 Sep 15 ₹10,000 30 Sep 16 ₹11,406 30 Sep 17 ₹14,069 30 Sep 18 ₹15,389 30 Sep 19 ₹16,905 30 Sep 20 ₹16,842 Returns for Axis Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Oct 20 Duration Returns 1 Month 1.8% 3 Month 8.1% 6 Month 22.9% 1 Year 1% 3 Year 6.4% 5 Year 11.2% 10 Year 15 Year Since launch 14.2% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Jinesh Gopani 7 Jun 16 4.32 Yr. Data below for Axis Focused 25 Fund as on 30 Sep 20
Equity Sector Allocation
Sector Value Financial Services 31.33% Technology 13.1% Consumer Cyclical 12.78% Basic Materials 11.37% Energy 8.03% Consumer Defensive 6.8% Communication Services 4.88% Health Care 4.78% Asset Allocation
Asset Class Value Cash 3.91% Equity 96.09% Top Securities Holdings / Portfolio
Name Holding Value Quantity Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS9% ₹1,004 Cr 4,030,128 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE8% ₹920 Cr 4,117,824
↑ 71,034 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000348% ₹913 Cr 2,784,575 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | HDFCBANK7% ₹785 Cr 7,280,600 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK6% ₹692 Cr 5,456,886
↓ -700,000 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 5403766% ₹681 Cr 3,090,541
↑ 100,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 16 | MARUTI5% ₹622 Cr 923,088
↑ 50,000 Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | 5099305% ₹578 Cr 4,123,432
↑ 148,359 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jul 16 | NAUKRI5% ₹559 Cr 1,536,635
↑ 159,200 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB5% ₹547 Cr 1,795,329
↓ -287,000 4. Axis Long Term Equity Fund
CAGR/Annualized return of 15.5% since its launch. Ranked 20 in ELSS category. Return for 2019 was 14.8% , 2018 was 2.7% and 2017 was 37.4% . Axis Long Term Equity Fund
Growth Launch Date 29 Dec 09 NAV (19 Oct 20) ₹47.6212 ↑ 0.27 (0.56 %) Net Assets (Cr) ₹21,836 on 30 Sep 20 Category Equity - ELSS AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio -0.07 Information Ratio 0.18 Alpha Ratio -2.93 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Sep 15 ₹10,000 30 Sep 16 ₹10,800 30 Sep 17 ₹12,640 30 Sep 18 ₹13,656 30 Sep 19 ₹15,310 30 Sep 20 ₹15,192 Returns for Axis Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Oct 20 Duration Returns 1 Month 1.3% 3 Month 7.7% 6 Month 16.9% 1 Year -0.8% 3 Year 6.2% 5 Year 8.9% 10 Year 15 Year Since launch 15.5% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Jinesh Gopani 1 Apr 11 9.51 Yr. Data below for Axis Long Term Equity Fund as on 30 Sep 20
Equity Sector Allocation
Sector Value Financial Services 32.96% Consumer Cyclical 13.93% Consumer Defensive 12.6% Technology 11.82% Health Care 7.87% Basic Materials 7.38% Communication Services 6.54% Utility 3.74% Industrials 1.72% Asset Allocation
Asset Class Value Cash 1.44% Equity 98.56% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000348% ₹1,835 Cr 5,597,442
↑ 106,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS8% ₹1,788 Cr 7,173,985
↑ 600,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK7% ₹1,500 Cr 13,905,723
↓ -415,000 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 May 14 | NAUKRI7% ₹1,429 Cr 3,930,404
↑ 79,000 Nestle India Ltd (Consumer Defensive)
Equity, Since 31 Aug 14 | NESTLEIND6% ₹1,412 Cr 887,005
↑ 16,200 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 11 | KOTAKBANK6% ₹1,375 Cr 10,845,282
↓ -647,354 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 10 | MARUTI6% ₹1,288 Cr 1,910,742
↓ -38,461 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 5403765% ₹1,152 Cr 5,227,586
↑ 408,000 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND5% ₹993 Cr 6,920,272 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 17 | DIVISLAB4% ₹963 Cr 3,160,574
↓ -217,000
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