+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 ₹117.98
↓ -1.73 ₹32,852 7.7 5.1 3.5 16.6 13.8 1 0.08 Axis Long Term Equity Fund Growth ₹94.924
↓ -1.88 ₹31,023 4.3 -2.3 -2.7 9.8 7 4.4 -0.43 Axis Bluechip Fund Growth ₹58.91
↓ -1.30 ₹30,005 2.2 -4.8 -4 8.4 7 6.3 -0.59 Axis Focused 25 Fund Growth ₹53.35
↓ -1.07 ₹10,666 6.4 -2.1 -4.5 8 5 2.5 -0.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Jul 26 Note: Ratio's shown as on 31 May 26 Research Highlights & Commentary of 4 Funds showcased
Commentary Axis Mid Cap Fund Axis Long Term Equity Fund Axis Bluechip Fund Axis Focused 25 Fund Point 1 Highest AUM (₹32,852 Cr). Upper mid AUM (₹31,023 Cr). Lower mid AUM (₹30,005 Cr). Bottom quartile AUM (₹10,666 Cr). Point 2 Established history (15+ yrs). Oldest track record among peers (16 yrs). Established history (16+ yrs). Established history (14+ yrs). Point 3 Rating: 1★ (bottom quartile). Rating: 3★ (upper mid). Rating: 2★ (lower mid). Top rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 13.82% (top quartile). 5Y return: 7.04% (upper mid). 5Y return: 6.97% (lower mid). 5Y return: 5.03% (bottom quartile). Point 6 3Y return: 16.63% (top quartile). 3Y return: 9.84% (upper mid). 3Y return: 8.39% (lower mid). 3Y return: 8.01% (bottom quartile). Point 7 1Y return: 3.54% (top quartile). 1Y return: -2.71% (upper mid). 1Y return: -4.01% (lower mid). 1Y return: -4.49% (bottom quartile). Point 8 Alpha: 0.00 (top quartile). Alpha: -3.92 (lower mid). Alpha: -3.16 (upper mid). Alpha: -6.68 (bottom quartile). Point 9 Sharpe: 0.08 (top quartile). Sharpe: -0.43 (upper mid). Sharpe: -0.59 (lower mid). Sharpe: -0.60 (bottom quartile). Point 10 Information ratio: 0.00 (top quartile). Information ratio: -0.69 (upper mid). Information ratio: -0.74 (lower mid). Information ratio: -1.12 (bottom quartile). Axis Mid Cap Fund
Axis Long Term Equity Fund
Axis Bluechip Fund
Axis Focused 25 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 (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 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 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 (08 Jul 26) ₹117.98 ↓ -1.73 (-1.45 %) Net Assets (Cr) ₹32,852 on 31 May 26 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 1.57 Sharpe Ratio 0.08 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 30 Jun 21 ₹10,000 30 Jun 22 ₹9,800 30 Jun 23 ₹12,284 30 Jun 24 ₹17,844 30 Jun 25 ₹18,985 30 Jun 26 ₹19,583 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Jul 26 Duration Returns 1 Month 3.5% 3 Month 7.7% 6 Month 5.1% 1 Year 3.5% 3 Year 16.6% 5 Year 13.8% 10 Year 15 Year Since launch 17.4% 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 Shreyash Devalkar 23 Nov 16 9.61 Yr. Nitin Arora 3 Aug 23 2.91 Yr. Krishnaa N 1 Mar 24 2.33 Yr. Data below for Axis Mid Cap Fund as on 31 May 26
Equity Sector Allocation
Sector Value Industrials 19.84% Consumer Cyclical 19.68% Financial Services 19.49% Health Care 10.74% Basic Materials 7.44% Technology 5.54% Communication Services 2.58% Real Estate 2.41% Consumer Defensive 1.47% Utility 1.33% Energy 0.95% Asset Allocation
Asset Class Value Cash 2.96% Equity 96.93% Debt 0.11% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Nifty June 2026 Future
- | -5% ₹1,794 Cr 755,560
↑ 755,560 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 23 | FEDERALBNK4% ₹1,258 Cr 43,536,421 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 22 | FORTIS4% ₹1,163 Cr 12,522,385
↑ 74,981 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Jul 24 | MCX3% ₹998 Cr 3,377,319
↓ -347,945 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | GVT&D3% ₹953 Cr 1,850,166
↓ -24,451 BSE Ltd (Financial Services)
Equity, Since 31 Jan 25 | BSE2% ₹786 Cr 1,896,289 Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | SCHAEFFLER2% ₹728 Cr 1,763,472 Cummins India Ltd (Industrials)
Equity, Since 28 Feb 21 | CUMMINSIND2% ₹692 Cr 1,176,328 Apar Industries Ltd (Industrials)
Equity, Since 30 Nov 23 | APARINDS2% ₹686 Cr 522,756
↑ 62,384 Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Jun 23 | SOLARINDS2% ₹679 Cr 372,310 2. Axis Long Term Equity Fund
Axis Long Term Equity Fund
Growth Launch Date 29 Dec 09 NAV (08 Jul 26) ₹94.924 ↓ -1.88 (-1.95 %) Net Assets (Cr) ₹31,023 on 31 May 26 Category Equity - ELSS AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.52 Sharpe Ratio -0.43 Information Ratio -0.69 Alpha Ratio -3.92 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 21 ₹10,000 30 Jun 22 ₹8,758 30 Jun 23 ₹10,677 30 Jun 24 ₹13,751 30 Jun 25 ₹14,723 30 Jun 26 ₹14,263 Returns for Axis Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Jul 26 Duration Returns 1 Month 5.3% 3 Month 4.3% 6 Month -2.3% 1 Year -2.7% 3 Year 9.8% 5 Year 7% 10 Year 15 Year Since launch 14.6% 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 Shreyash Devalkar 4 Aug 23 2.91 Yr. Ashish Naik 3 Aug 23 2.91 Yr. Data below for Axis Long Term Equity Fund as on 31 May 26
Equity Sector Allocation
Sector Value Financial Services 31.01% Consumer Cyclical 16.28% Industrials 11.62% Basic Materials 11.12% Health Care 8.89% Technology 5.59% Communication Services 4.26% Energy 4.2% Consumer Defensive 2.76% Utility 1.75% Real Estate 1.26% Asset Allocation
Asset Class Value Cash 1.26% Equity 98.74% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | ICICIBANK7% ₹2,253 Cr 17,933,863
↑ 350,265 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK6% ₹1,717 Cr 23,066,326 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 23 | BHARTIARTL4% ₹1,321 Cr 7,224,247 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | BAJFINANCE4% ₹1,104 Cr 12,155,270
↓ -276,723 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 24 | RELIANCE3% ₹1,046 Cr 7,919,840 Infosys Ltd (Technology)
Equity, Since 31 May 24 | INFY3% ₹973 Cr 8,382,185 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 23 | LT3% ₹955 Cr 2,343,559 State Bank of India (Financial Services)
Equity, Since 29 Feb 24 | SBIN3% ₹906 Cr 9,399,069 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | ETERNAL3% ₹853 Cr 34,024,411
↑ 1,269,772 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M3% ₹816 Cr 2,679,147 3. Axis Bluechip Fund
Axis Bluechip Fund
Growth Launch Date 5 Jan 10 NAV (08 Jul 26) ₹58.91 ↓ -1.30 (-2.16 %) Net Assets (Cr) ₹30,005 on 31 May 26 Category Equity - Large Cap AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 0.68 Sharpe Ratio -0.59 Information Ratio -0.74 Alpha Ratio -3.16 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 Jun 21 ₹10,000 30 Jun 22 ₹9,315 30 Jun 23 ₹10,919 30 Jun 24 ₹13,930 30 Jun 25 ₹14,696 30 Jun 26 ₹14,073 Returns for Axis Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Jul 26 Duration Returns 1 Month 5.2% 3 Month 2.2% 6 Month -4.8% 1 Year -4% 3 Year 8.4% 5 Year 7% 10 Year 15 Year Since launch 11.3% 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 Shreyash Devalkar 23 Nov 16 9.61 Yr. Jayesh Sundar 4 Nov 24 1.65 Yr. Krishnaa N 1 Mar 24 2.33 Yr. Data below for Axis Bluechip Fund as on 31 May 26
Equity Sector Allocation
Sector Value Financial Services 31.69% Consumer Cyclical 14.01% Industrials 9.97% Health Care 9.67% Basic Materials 6% Technology 5.57% Energy 4.87% Communication Services 4.78% Consumer Defensive 4.5% Utility 1.56% Asset Allocation
Asset Class Value Cash 4.33% Equity 95.53% Debt 0.14% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK9% ₹2,717 Cr 21,625,138
↑ 1,556,456 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK7% ₹2,165 Cr 29,081,203 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 21 | LT5% ₹1,514 Cr 3,712,749 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE5% ₹1,433 Cr 10,844,278 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL5% ₹1,422 Cr 7,775,267 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | BAJFINANCE4% ₹1,132 Cr 12,461,911 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M4% ₹1,060 Cr 3,480,057
↑ 72,200 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | AXISBANK3% ₹1,024 Cr 7,955,157
↑ 4,646,375 Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY3% ₹937 Cr 8,071,859
↓ -1,734,701 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK3% ₹917 Cr 23,877,304 4. Axis Focused 25 Fund
Axis Focused 25 Fund
Growth Launch Date 29 Jun 12 NAV (08 Jul 26) ₹53.35 ↓ -1.07 (-1.97 %) Net Assets (Cr) ₹10,666 on 31 May 26 Category Equity - Focused AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.73 Sharpe Ratio -0.6 Information Ratio -1.12 Alpha Ratio -6.68 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 Jun 21 ₹10,000 30 Jun 22 ₹8,861 30 Jun 23 ₹10,192 30 Jun 24 ₹12,660 30 Jun 25 ₹13,677 30 Jun 26 ₹13,036 Returns for Axis Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Jul 26 Duration Returns 1 Month 6.1% 3 Month 6.4% 6 Month -2.1% 1 Year -4.5% 3 Year 8% 5 Year 5% 10 Year 15 Year Since launch 12.7% 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 Sachin Relekar 1 Feb 24 2.41 Yr. Krishnaa N 1 Mar 24 2.33 Yr. Data below for Axis Focused 25 Fund as on 31 May 26
Equity Sector Allocation
Sector Value Financial Services 31.26% Industrials 17.82% Consumer Cyclical 16.81% Health Care 10.39% Energy 3.16% Utility 2.91% Communication Services 2.65% Basic Materials 2.05% Consumer Defensive 1.9% Asset Allocation
Asset Class Value Cash 11.05% Equity 88.95% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 21 | ICICIBANK8% ₹810 Cr 6,447,263 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 24 | ETERNAL6% ₹649 Cr 25,903,009 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB5% ₹562 Cr 843,385
↓ -45,729 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Sep 22 | APOLLOHOSP5% ₹546 Cr 668,123 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 22 | CHOLAFIN5% ₹492 Cr 3,200,687 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | BAJFINANCE4% ₹456 Cr 5,025,203
↑ 256,166 State Bank of India (Financial Services)
Equity, Since 31 Jan 26 | SBIN4% ₹444 Cr 4,604,580 PB Fintech Ltd (Financial Services)
Equity, Since 31 Jul 24 | 5433904% ₹422 Cr 2,480,589 Apar Industries Ltd (Industrials)
Equity, Since 31 Aug 24 | APARINDS4% ₹374 Cr 285,466
↑ 2,165 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | AXISBANK3% ₹357 Cr 2,772,050
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Research Highlights for Axis Mid Cap Fund