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4 Best Equity Funds by Axis Mutual Fund 2021
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 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 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 Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2020 (%) Sharpe Ratio Axis Mid Cap Fund Growth ₹55.56
↑ 0.18 ₹9,757 6.9 30.7 59.9 17 18.9 26 0.95 Axis Bluechip Fund Growth ₹39.17
↓ -0.11 ₹23,496 0 21.5 44.5 15.1 16.9 19.7 0.68 Axis Long Term Equity Fund Growth ₹61.9896
↓ -0.18 ₹27,216 1.2 29.5 53.2 13.8 16.6 20.5 0.69 Axis Focused 25 Fund Growth ₹38.2
↓ -0.09 ₹14,699 -0.6 25.7 56.4 13.1 18 21 0.66 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 Assets >= 200 Crore & Sorted on 3 Year CAGR Returns.
1. Axis Mid Cap Fund
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% . 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.
Date Value 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 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Apr 21 Duration Returns 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
Year Returns 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
Name Since Tenure Shreyash Devalkar 23 Nov 16 4.35 Yr. Hitesh Das 18 Dec 20 0.28 Yr. Data below for Axis Mid Cap Fund as on 28 Feb 21
Equity Sector Allocation
Sector Value Financial Services 21.5% Consumer Cyclical 17.65% Basic Materials 13.89% Industrials 12.39% Technology 10.41% Health Care 8.05% Consumer Defensive 5.91% Utility 3.46% Communication Services 2.1% Asset Allocation
Asset Class Value Cash 4.62% Equity 95.38% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN6% ₹560 Cr 10,786,000
↑ 430,000 Voltas Ltd Shs Dematerialised (Industrials)
Equity, Since 31 May 17 | VOLTAS4% ₹413 Cr 4,060,000
↑ 100,000 Astral Poly Technik Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL4% ₹353 Cr 1,661,231 PI Industries Ltd (Basic Materials)
Equity, Since 31 Mar 19 | PIIND3% ₹339 Cr 1,557,136 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 5403763% ₹317 Cr 1,060,000
↑ 100,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | 5000343% ₹310 Cr 589,308
↑ 40,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | HDFCBANK3% ₹310 Cr 2,020,000
↑ 120,000 Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | 5099303% ₹292 Cr 1,439,812 Endurance Technologies Ltd (Consumer Cyclical)
Equity, Since 31 Oct 16 | ENDURANCE3% ₹270 Cr 1,871,023 JK Cement Ltd (Basic Materials)
Equity, Since 31 Jan 20 | JKCEMENT3% ₹261 Cr 972,212
↑ 84,315 2. Axis Bluechip Fund
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% . 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.
Date Value 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 Returns for Axis Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Apr 21 Duration Returns 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
Year Returns 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
Name Since Tenure Shreyash Devalkar 23 Nov 16 4.35 Yr. Hitesh Das 2 Nov 20 0.41 Yr. Data below for Axis Bluechip Fund as on 28 Feb 21
Equity Sector Allocation
Sector Value Financial Services 40.5% Technology 16.22% Consumer Defensive 11.33% Basic Materials 7.48% Consumer Cyclical 6.25% Health Care 5.97% Energy 4.97% Communication Services 2.11% Industrials 0.28% Asset Allocation
Asset Class Value Cash 4.16% Equity 95.84% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK10% ₹2,365 Cr 15,410,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 5000349% ₹2,185 Cr 4,150,000
↑ 70,000 Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY9% ₹2,052 Cr 16,370,000
↑ 100,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK7% ₹1,602 Cr 9,000,000
↑ 513,200 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK7% ₹1,560 Cr 26,100,000
↑ 480,000 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 5403766% ₹1,380 Cr 4,609,433
↑ 159,433 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS6% ₹1,372 Cr 4,740,000
↓ -55,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFC6% ₹1,323 Cr 5,210,000
↑ 110,000 Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 28 Feb 18 | RELIANCE5% ₹1,168 Cr 5,600,000
↓ -400,000 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 5006963% ₹588 Cr 2,760,000
↓ -225,000 3. Axis Long Term Equity Fund
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% . 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.
Date Value 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 Returns for Axis Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Apr 21 Duration Returns 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
Year Returns 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
Name Since Tenure Jinesh Gopani 1 Apr 11 10.01 Yr. Data below for Axis Long Term Equity Fund as on 28 Feb 21
Equity Sector Allocation
Sector Value Financial Services 36.13% Consumer Cyclical 12.99% Consumer Defensive 12.67% Technology 10.86% Basic Materials 8.11% Communication Services 7.06% Health Care 6.14% Utility 3.8% Industrials 1.66% Asset Allocation
Asset Class Value Cash 0.6% Equity 99.4% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000349% ₹2,523 Cr 4,792,826
↑ 73,578 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 5403768% ₹2,060 Cr 6,881,351
↑ 300,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS7% ₹1,871 Cr 6,463,794 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 May 14 | NAUKRI7% ₹1,871 Cr 3,809,775
↑ 234,942 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK7% ₹1,774 Cr 11,564,035
↓ -1,000,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 11 | KOTAKBANK6% ₹1,756 Cr 9,863,096
↑ 500,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFC6% ₹1,535 Cr 6,043,288 Nestle India Ltd Shs Dematerialised (Consumer Defensive)
Equity, Since 31 Aug 14 | NESTLEIND5% ₹1,387 Cr 861,600
↑ 50,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 10 | MARUTI5% ₹1,246 Cr 1,814,727
↓ -31,015 Pidilite Industries Ltd Shs Dematerialised (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND4% ₹1,105 Cr 6,552,262
↓ -200,000 4. Axis Focused 25 Fund
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% . 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.
Date Value 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 Returns for Axis Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Apr 21 Duration Returns 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
Year Returns 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
Name Since Tenure Jinesh Gopani 7 Jun 16 4.82 Yr. Hitesh Das 2 Nov 20 0.41 Yr. Data below for Axis Focused 25 Fund as on 28 Feb 21
Equity Sector Allocation
Sector Value Financial Services 34.81% Technology 14.59% Consumer Cyclical 14.08% Basic Materials 8.99% Consumer Defensive 7.93% Communication Services 5.65% Health Care 5.07% Energy 3.89% Utility 0.93% Asset Allocation
Asset Class Value Cash 0.62% Equity 99.38% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 50003410% ₹1,460 Cr 2,772,798
↑ 150,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS9% ₹1,328 Cr 4,587,249
↑ 600,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK9% ₹1,314 Cr 7,383,019
↑ 1,450,000 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 5403768% ₹1,165 Cr 3,891,056
↑ 599,840 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | HDFCBANK7% ₹1,052 Cr 6,853,600 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 18 | HDFC7% ₹1,029 Cr 4,053,901 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jul 16 | NAUKRI6% ₹831 Cr 1,691,475 Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | 5099305% ₹778 Cr 3,838,599
↑ 30,000 Pidilite Industries Ltd Shs Dematerialised (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND5% ₹744 Cr 4,412,425
↑ 200,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 16 | MARUTI5% ₹735 Cr 1,071,122
↑ 50,000
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