+91-22-489139094 Best Equity Funds by Axis Mutual Fund 2026
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.
Fund Selection Methodology used to find 4 funds
Best Axis Equity Mutual Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Sharpe Ratio Axis Mid Cap Fund Growth ₹122.62
↓ -0.43 ₹34,404 6.3 11.1 8.4 15.9 12.4 1 0.16 Axis Long Term Equity Fund Growth ₹98.0204
↓ -0.23 ₹32,592 7.5 5.4 1.7 11.3 5.5 4.4 -0.11 Axis Focused 25 Fund Growth ₹56.41
↓ -0.16 ₹11,315 10.9 10 2.4 10.4 3.9 2.5 -0.14 Axis Bluechip Fund Growth ₹59.98
↓ -0.09 ₹31,632 6 1.8 -0.7 9.1 5.1 6.3 -0.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Sep 26 Note: Ratio's shown as on 31 Jul 26 Research Highlights & Commentary of 4 Funds showcased
Commentary Axis Mid Cap Fund Axis Long Term Equity Fund Axis Focused 25 Fund Axis Bluechip Fund Point 1 Highest AUM (₹34,404 Cr). Upper mid AUM (₹32,592 Cr). Bottom quartile AUM (₹11,315 Cr). Lower mid AUM (₹31,632 Cr). Point 2 Established history (15+ yrs). Oldest track record among peers (16 yrs). Established history (14+ yrs). Established history (16+ yrs). Point 3 Rating: 1★ (bottom quartile). Rating: 3★ (upper mid). Top rated. Rating: 2★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 12.42% (top quartile). 5Y return: 5.55% (upper mid). 5Y return: 3.94% (bottom quartile). 5Y return: 5.12% (lower mid). Point 6 3Y return: 15.89% (top quartile). 3Y return: 11.29% (upper mid). 3Y return: 10.41% (lower mid). 3Y return: 9.12% (bottom quartile). Point 7 1Y return: 8.40% (top quartile). 1Y return: 1.72% (lower mid). 1Y return: 2.40% (upper mid). 1Y return: -0.74% (bottom quartile). Point 8 Alpha: 0.00 (top quartile). Alpha: -1.26 (lower mid). Alpha: -1.79 (bottom quartile). Alpha: -0.54 (upper mid). Point 9 Sharpe: 0.16 (top quartile). Sharpe: -0.11 (upper mid). Sharpe: -0.14 (lower mid). Sharpe: -0.20 (bottom quartile). Point 10 Information ratio: 0.00 (top quartile). Information ratio: -0.26 (upper mid). Information ratio: -0.51 (bottom quartile). Information ratio: -0.32 (lower mid). Axis Mid Cap Fund
Axis Long Term Equity Fund
Axis Focused 25 Fund
Axis Bluechip Fund
*List of funds based 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. Below is the key information for Axis Mid Cap 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. Research Highlights for Axis Long Term Equity Fund 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. Research Highlights for Axis Focused 25 Fund Below is the key information for Axis Focused 25 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. Research Highlights for Axis Bluechip Fund Below is the key information for Axis Bluechip Fund Returns up to 1 year are on Assets >= 200 Crore & Sorted on 3 Year CAGR Returns.
1. Axis Mid Cap Fund
Axis Mid Cap Fund
Growth Launch Date 18 Feb 11 NAV (04 Sep 26) ₹122.62 ↓ -0.43 (-0.35 %) Net Assets (Cr) ₹34,404 on 31 Jul 26 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 1.57 Sharpe Ratio 0.16 Information Ratio 0 Alpha Ratio 0 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 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month 0.3% 3 Month 6.3% 6 Month 11.1% 1 Year 8.4% 3 Year 15.9% 5 Year 12.4% 10 Year 15 Year Since launch 17.5% Historical performance (Yearly) on absolute basis
Year Returns 2025 1% 2024 30% 2023 29.6% 2022 -5.1% 2021 39.9% 2020 26% 2019 11.3% 2018 3.5% 2017 42% 2016 -3.1% Fund Manager information for Axis Mid Cap Fund
Name Since Tenure Data below for Axis Mid Cap Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Axis Long Term Equity Fund
Axis Long Term Equity Fund
Growth Launch Date 29 Dec 09 NAV (04 Sep 26) ₹98.0204 ↓ -0.23 (-0.23 %) Net Assets (Cr) ₹32,592 on 31 Jul 26 Category Equity - ELSS AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.54 Sharpe Ratio -0.11 Information Ratio -0.26 Alpha Ratio -1.26 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for Axis Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month -1.2% 3 Month 7.5% 6 Month 5.4% 1 Year 1.7% 3 Year 11.3% 5 Year 5.5% 10 Year 15 Year Since launch 14.7% Historical performance (Yearly) on absolute basis
Year Returns 2025 4.4% 2024 17.4% 2023 22% 2022 -12% 2021 24.5% 2020 20.5% 2019 14.8% 2018 2.7% 2017 37.4% 2016 -0.7% Fund Manager information for Axis Long Term Equity Fund
Name Since Tenure Data below for Axis Long Term Equity Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Axis Focused 25 Fund
Axis Focused 25 Fund
Growth Launch Date 29 Jun 12 NAV (04 Sep 26) ₹56.41 ↓ -0.16 (-0.28 %) Net Assets (Cr) ₹11,315 on 31 Jul 26 Category Equity - Focused AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio -0.14 Information Ratio -0.51 Alpha Ratio -1.79 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 Returns for Axis Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month -0.4% 3 Month 10.9% 6 Month 10% 1 Year 2.4% 3 Year 10.4% 5 Year 3.9% 10 Year 15 Year Since launch 13% Historical performance (Yearly) on absolute basis
Year Returns 2025 2.5% 2024 14.8% 2023 17.2% 2022 -14.5% 2021 24% 2020 21% 2019 14.7% 2018 0.6% 2017 45.2% 2016 4.6% Fund Manager information for Axis Focused 25 Fund
Name Since Tenure Data below for Axis Focused 25 Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. Axis Bluechip Fund
Axis Bluechip Fund
Growth Launch Date 5 Jan 10 NAV (04 Sep 26) ₹59.98 ↓ -0.09 (-0.15 %) Net Assets (Cr) ₹31,632 on 31 Jul 26 Category Equity - Large Cap AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.57 Sharpe Ratio -0.2 Information Ratio -0.32 Alpha Ratio -0.54 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 Returns for Axis Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month -2.5% 3 Month 6% 6 Month 1.8% 1 Year -0.7% 3 Year 9.1% 5 Year 5.1% 10 Year 15 Year Since launch 11.4% Historical performance (Yearly) on absolute basis
Year Returns 2025 6.3% 2024 13.7% 2023 17.4% 2022 -5.7% 2021 20.6% 2020 19.7% 2019 18.6% 2018 6.5% 2017 38% 2016 -3.6% Fund Manager information for Axis Bluechip Fund
Name Since Tenure Data below for Axis Bluechip Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
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Research Highlights for Axis Mid Cap Fund