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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 April 7, 2021 , 16875 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 ₹55.56
↑ 0.18
₹9,7576.930.759.91718.9260.95
Axis Bluechip Fund Growth ₹39.17
↓ -0.11
₹23,496021.544.515.116.919.70.68
Axis Long Term Equity Fund Growth ₹61.9896
↓ -0.18
₹27,2161.229.553.213.816.620.50.69
Axis Focused 25 Fund Growth ₹38.2
↓ -0.09
₹14,699-0.625.756.413.118210.66
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Apr 21
Note: Ratio's shown as on 28 Feb 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 18.4% 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 (09 Apr 21) ₹55.56 ↑ 0.18   (0.33 %)
Net Assets (Cr) ₹9,757 on 28 Feb 21
Category Equity - Mid Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.03
Sharpe Ratio 0.95
Information Ratio 1.06
Alpha Ratio 0.21
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 Mar 16₹10,000
31 Mar 17₹12,055
31 Mar 18₹14,469
31 Mar 19₹15,787
31 Mar 20₹14,114
31 Mar 21₹23,676

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 ₹481,656.
Net Profit of ₹181,656
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 9 Apr 21

DurationReturns
1 Month 0.2%
3 Month 6.9%
6 Month 30.7%
1 Year 59.9%
3 Year 17%
5 Year 18.9%
10 Year
15 Year
Since launch 18.4%
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 164.35 Yr.
Hitesh Das18 Dec 200.28 Yr.

Data below for Axis Mid Cap Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Financial Services21.5%
Consumer Cyclical17.65%
Basic Materials13.89%
Industrials12.39%
Technology10.41%
Health Care8.05%
Consumer Defensive5.91%
Utility3.46%
Communication Services2.1%
Asset Allocation
Asset ClassValue
Cash4.62%
Equity95.38%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN
6%₹560 Cr10,786,000
↑ 430,000
Voltas Ltd Shs Dematerialised (Industrials)
Equity, Since 31 May 17 | VOLTAS
4%₹413 Cr4,060,000
↑ 100,000
Astral Poly Technik Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL
4%₹353 Cr1,661,231
PI Industries Ltd (Basic Materials)
Equity, Since 31 Mar 19 | PIIND
3%₹339 Cr1,557,136
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
3%₹317 Cr1,060,000
↑ 100,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | 500034
3%₹310 Cr589,308
↑ 40,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | HDFCBANK
3%₹310 Cr2,020,000
↑ 120,000
Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | 509930
3%₹292 Cr1,439,812
Endurance Technologies Ltd (Consumer Cyclical)
Equity, Since 31 Oct 16 | ENDURANCE
3%₹270 Cr1,871,023
JK Cement Ltd (Basic Materials)
Equity, Since 31 Jan 20 | JKCEMENT
3%₹261 Cr972,212
↑ 84,315

2. 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 12.9% 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 (09 Apr 21) ₹39.17 ↓ -0.11   (-0.28 %)
Net Assets (Cr) ₹23,496 on 28 Feb 21
Category Equity - Large Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 0.68
Information Ratio 0.32
Alpha Ratio -4.43
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 Mar 16₹10,000
31 Mar 17₹11,464
31 Mar 18₹13,542
31 Mar 19₹15,510
31 Mar 20₹14,254
31 Mar 21₹21,223

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 9 Apr 21

DurationReturns
1 Month -1.5%
3 Month 0%
6 Month 21.5%
1 Year 44.5%
3 Year 15.1%
5 Year 16.9%
10 Year
15 Year
Since launch 12.9%
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 164.35 Yr.
Hitesh Das2 Nov 200.41 Yr.

Data below for Axis Bluechip Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Financial Services40.5%
Technology16.22%
Consumer Defensive11.33%
Basic Materials7.48%
Consumer Cyclical6.25%
Health Care5.97%
Energy4.97%
Communication Services2.11%
Industrials0.28%
Asset Allocation
Asset ClassValue
Cash4.16%
Equity95.84%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
10%₹2,365 Cr15,410,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 500034
9%₹2,185 Cr4,150,000
↑ 70,000
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY
9%₹2,052 Cr16,370,000
↑ 100,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK
7%₹1,602 Cr9,000,000
↑ 513,200
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
7%₹1,560 Cr26,100,000
↑ 480,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
6%₹1,380 Cr4,609,433
↑ 159,433
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
6%₹1,372 Cr4,740,000
↓ -55,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFC
6%₹1,323 Cr5,210,000
↑ 110,000
Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 28 Feb 18 | RELIANCE
5%₹1,168 Cr5,600,000
↓ -400,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 500696
3%₹588 Cr2,760,000
↓ -225,000

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 (09 Apr 21) ₹61.9896 ↓ -0.18   (-0.29 %)
Net Assets (Cr) ₹27,216 on 28 Feb 21
Category Equity - ELSS
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.72
Sharpe Ratio 0.69
Information Ratio 0.22
Alpha Ratio -6.32
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Mar 16₹10,000
31 Mar 17₹11,830
31 Mar 18₹13,816
31 Mar 19₹14,994
31 Mar 20₹13,208
31 Mar 21₹20,820

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 ₹458,689.
Net Profit of ₹158,689
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 9 Apr 21

DurationReturns
1 Month -1.3%
3 Month 1.2%
6 Month 29.5%
1 Year 53.2%
3 Year 13.8%
5 Year 16.6%
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 1110.01 Yr.

Data below for Axis Long Term Equity Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Financial Services36.13%
Consumer Cyclical12.99%
Consumer Defensive12.67%
Technology10.86%
Basic Materials8.11%
Communication Services7.06%
Health Care6.14%
Utility3.8%
Industrials1.66%
Asset Allocation
Asset ClassValue
Cash0.6%
Equity99.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
9%₹2,523 Cr4,792,826
↑ 73,578
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
8%₹2,060 Cr6,881,351
↑ 300,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS
7%₹1,871 Cr6,463,794
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 May 14 | NAUKRI
7%₹1,871 Cr3,809,775
↑ 234,942
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
7%₹1,774 Cr11,564,035
↓ -1,000,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 11 | KOTAKBANK
6%₹1,756 Cr9,863,096
↑ 500,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFC
6%₹1,535 Cr6,043,288
Nestle India Ltd Shs Dematerialised (Consumer Defensive)
Equity, Since 31 Aug 14 | NESTLEIND
5%₹1,387 Cr861,600
↑ 50,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 10 | MARUTI
5%₹1,246 Cr1,814,727
↓ -31,015
Pidilite Industries Ltd Shs Dematerialised (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND
4%₹1,105 Cr6,552,262
↓ -200,000

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 16.5% 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 (09 Apr 21) ₹38.2 ↓ -0.09   (-0.24 %)
Net Assets (Cr) ₹14,699 on 28 Feb 21
Category Equity - Focused
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.9
Sharpe Ratio 0.66
Information Ratio 0.08
Alpha Ratio -6.37
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 Mar 16₹10,000
31 Mar 17₹12,513
31 Mar 18₹14,873
31 Mar 19₹16,026
31 Mar 20₹13,832
31 Mar 21₹22,164

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 ₹470,047.
Net Profit of ₹170,047
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 9 Apr 21

DurationReturns
1 Month -1.7%
3 Month -0.6%
6 Month 25.7%
1 Year 56.4%
3 Year 13.1%
5 Year 18%
10 Year
15 Year
Since launch 16.5%
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 164.82 Yr.
Hitesh Das2 Nov 200.41 Yr.

Data below for Axis Focused 25 Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Financial Services34.81%
Technology14.59%
Consumer Cyclical14.08%
Basic Materials8.99%
Consumer Defensive7.93%
Communication Services5.65%
Health Care5.07%
Energy3.89%
Utility0.93%
Asset Allocation
Asset ClassValue
Cash0.62%
Equity99.38%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
10%₹1,460 Cr2,772,798
↑ 150,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
9%₹1,328 Cr4,587,249
↑ 600,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
9%₹1,314 Cr7,383,019
↑ 1,450,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
8%₹1,165 Cr3,891,056
↑ 599,840
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | HDFCBANK
7%₹1,052 Cr6,853,600
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 18 | HDFC
7%₹1,029 Cr4,053,901
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jul 16 | NAUKRI
6%₹831 Cr1,691,475
Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | 509930
5%₹778 Cr3,838,599
↑ 30,000
Pidilite Industries Ltd Shs Dematerialised (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND
5%₹744 Cr4,412,425
↑ 200,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 16 | MARUTI
5%₹735 Cr1,071,122
↑ 50,000

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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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