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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
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) Sharpe Ratio Axis Focused 25 Fund Growth ₹31.12
↓ -0.06 ₹9,110 4.6 13.2 24.3 16.9 11.3 14.7 0.87 Axis Long Term Equity Fund Growth ₹49.9651
↓ -0.01 ₹21,473 4.1 13.3 23.8 15.9 10.1 14.8 0.89 Axis Bluechip Fund Growth ₹32.05
↓ -0.10 ₹10,212 3.2 10.8 21.3 18 9.4 18.6 1.45 Axis Mid Cap Fund Growth ₹41.41
↑ 0.18 ₹4,141 7.2 18.8 23 17.4 10 11.3 0.66 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jan 20 Note: Ratio's shown as on 31 Dec 19
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 (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 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 1. Axis Focused 25 Fund
CAGR/Annualized return of 16.2% 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 (28 Jan 20) ₹31.12 ↓ -0.06 (-0.19 %) Net Assets (Cr) ₹9,110 on 31 Dec 19 Category Equity - Focused AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.32 Sharpe Ratio 0.87 Information Ratio 0.4 Alpha Ratio 2.39 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.
Date Value 31 Dec 14 ₹10,000 31 Dec 15 ₹10,391 31 Dec 16 ₹10,864 31 Dec 17 ₹15,769 31 Dec 18 ₹15,870 31 Dec 19 ₹18,195 Returns for Axis Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 20 Duration Returns 1 Month 0.4% 3 Month 4.6% 6 Month 13.2% 1 Year 24.3% 3 Year 16.9% 5 Year 11.3% 10 Year 15 Year Since launch 16.2% 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 3.48 Yr. Data below for Axis Focused 25 Fund as on 31 Dec 19
Equity Sector Allocation
Sector Value Financial Services 43.02% Basic Materials 12.02% Consumer Cyclical 10.68% Consumer Defensive 6.42% Technology 6.01% Energy 5.47% Communication Services 5.4% Industrials 2.64% Health Care 2.04% Asset Allocation
Asset Class Value Cash 4.51% Equity 95.49% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000349% ₹804 Cr 1,899,523
↑ 50,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK8% ₹709 Cr 4,206,457
↑ 200,000 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | 5329788% ₹702 Cr 747,220 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | HDFCBANK7% ₹603 Cr 4,738,000 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 5403766% ₹585 Cr 3,180,122
↑ 350,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS6% ₹548 Cr 2,534,738 Clearing Corporation Of India Ltd
CBLO | -6% ₹519 Cr Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE5% ₹499 Cr 3,293,000
↓ -899,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 18 | HDFC5% ₹478 Cr 1,981,971 Asian Paints Ltd (Basic Materials)
Equity, Since 30 Nov 18 | 5008205% ₹442 Cr 2,475,200 2. Axis Long Term Equity Fund
CAGR/Annualized return of 17.3% 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 (28 Jan 20) ₹49.9651 ↓ -0.01 (-0.03 %) Net Assets (Cr) ₹21,473 on 31 Dec 19 Category Equity - ELSS AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.13 Sharpe Ratio 0.89 Information Ratio 0.52 Alpha Ratio 4.74 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Dec 14 ₹10,000 31 Dec 15 ₹10,670 31 Dec 16 ₹10,596 31 Dec 17 ₹14,563 31 Dec 18 ₹14,952 31 Dec 19 ₹17,169 Returns for Axis Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 20 Duration Returns 1 Month 0.8% 3 Month 4.1% 6 Month 13.3% 1 Year 23.8% 3 Year 15.9% 5 Year 10.1% 10 Year 15 Year Since launch 17.3% 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 8.67 Yr. Data below for Axis Long Term Equity Fund as on 31 Dec 19
Equity Sector Allocation
Sector Value Financial Services 43.25% Consumer Cyclical 14.14% Consumer Defensive 11.12% Technology 7.45% Communication Services 6.13% Basic Materials 5.99% Industrials 4.09% Utility 3.49% Health Care 1.7% Asset Allocation
Asset Class Value Cash 1.46% Equity 98.54% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000349% ₹1,951 Cr 4,606,153
↑ 100,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 11 | KOTAKBANK8% ₹1,810 Cr 10,747,075
↑ 200,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK8% ₹1,672 Cr 13,140,750 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS7% ₹1,420 Cr 6,568,129
↑ 20,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFC7% ₹1,411 Cr 5,846,662 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 5403766% ₹1,374 Cr 7,475,645 Bandhan Bank Ltd (Financial Services)
Equity, Since 31 Mar 18 | 5411536% ₹1,181 Cr 23,238,395 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 10 | MARUTI5% ₹1,180 Cr 1,600,870
↑ 125,000 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND5% ₹1,155 Cr 8,329,997 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 May 14 | NAUKRI5% ₹1,109 Cr 4,383,102
↑ 20,000 3. Axis Bluechip Fund
CAGR/Annualized return of 12.3% 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 (28 Jan 20) ₹32.05 ↓ -0.10 (-0.31 %) Net Assets (Cr) ₹10,212 on 31 Dec 19 Category Equity - Large Cap AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.3 Sharpe Ratio 1.45 Information Ratio 0.84 Alpha Ratio 6.79 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 Dec 14 ₹10,000 31 Dec 15 ₹9,876 31 Dec 16 ₹9,518 31 Dec 17 ₹13,138 31 Dec 18 ₹13,998 31 Dec 19 ₹16,598 Returns for Axis Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 20 Duration Returns 1 Month -0.8% 3 Month 3.2% 6 Month 10.8% 1 Year 21.3% 3 Year 18% 5 Year 9.4% 10 Year 15 Year Since launch 12.3% 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 3.1 Yr. Data below for Axis Bluechip Fund as on 31 Dec 19
Equity Sector Allocation
Sector Value Financial Services 43.33% Consumer Defensive 11.06% Technology 8.71% Basic Materials 5.66% Energy 4.97% Consumer Cyclical 4.37% Industrials 1.36% Communication Services 1.21% Health Care 0.88% Asset Allocation
Asset Class Value Cash 16.42% Equity 83.58% Top Securities Holdings / Portfolio
Name Holding Value Quantity Clearing Corporation Of India Ltd
CBLO | -18% ₹1,819 Cr HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK9% ₹907 Cr 7,130,000
↑ 400,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK8% ₹854 Cr 5,070,000
↑ 740,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK8% ₹822 Cr 15,255,000
↑ 1,166,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 5000348% ₹808 Cr 1,909,000
↑ 193,436 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE5% ₹507 Cr 3,350,000
↓ -1,350,000 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 5403765% ₹495 Cr 2,690,000
↑ 246,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFC5% ₹484 Cr 2,005,000
↑ 75,000 Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY4% ₹426 Cr 5,825,140
↓ -492,242 Asian Paints Ltd (Basic Materials)
Equity, Since 31 Aug 16 | 5008204% ₹419 Cr 2,350,000
↑ 170,000 4. Axis Mid Cap Fund
CAGR/Annualized return of 17.2% 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 (28 Jan 20) ₹41.41 ↑ 0.18 (0.44 %) Net Assets (Cr) ₹4,141 on 31 Dec 19 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 2.43 Sharpe Ratio 0.66 Information Ratio 1.27 Alpha Ratio 11.05 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.
Date Value 31 Dec 14 ₹10,000 31 Dec 15 ₹10,085 31 Dec 16 ₹9,771 31 Dec 17 ₹13,873 31 Dec 18 ₹14,360 31 Dec 19 ₹15,986 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 20 Duration Returns 1 Month 4.2% 3 Month 7.2% 6 Month 18.8% 1 Year 23% 3 Year 17.4% 5 Year 10% 10 Year 15 Year Since launch 17.2% 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 3.02 Yr. Data below for Axis Mid Cap Fund as on 31 Dec 19
Equity Sector Allocation
Sector Value Financial Services 25.36% Consumer Cyclical 15.79% Industrials 12.34% Basic Materials 8.24% Health Care 5.57% Communication Services 5.23% Consumer Defensive 4.61% Technology 3.99% Utility 3.34% Asset Allocation
Asset Class Value Cash 16.26% Equity 83.74% Top Securities Holdings / Portfolio
Name Holding Value Quantity Clearing Corporation Of India Ltd
CBLO | -15% ₹570 Cr Info Edge (India) Ltd (Communication Services)
Equity, Since 31 May 17 | NAUKRI5% ₹202 Cr 767,000 City Union Bank Ltd (Financial Services)
Equity, Since 31 May 15 | CUB5% ₹187 Cr 8,300,000
↑ 90,000 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 5403764% ₹168 Cr 923,055 Voltas Ltd (Industrials)
Equity, Since 31 May 17 | VOLTAS4% ₹163 Cr 2,325,000
↑ 365,000 Astral Poly Technik Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL4% ₹163 Cr 1,436,148
↑ 51,148 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | 5000344% ₹161 Cr 395,641
↑ 25,641 Bata India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 18 | 5000433% ₹133 Cr 819,000
↓ -101,000 Indraprastha Gas Ltd (Utilities)
Equity, Since 30 Nov 17 | 5325143% ₹129 Cr 3,120,000
↑ 300,000 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN3% ₹129 Cr 4,130,000
↑ 240,000
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