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Top 4 Best Equity Funds by Axis Mutual Fund 2023 | Fincash

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4 Best Equity Funds by Axis Mutual Fund 2023

Updated on May 31, 2023 , 40092 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 (%)2022 (%)Sharpe Ratio
Axis Mid Cap Fund Growth ₹71.68
↑ 0.36
₹19,5399.43.513.92515.5-5.1-0.21
Axis Long Term Equity Fund Growth ₹68.4754
↑ 0.15
₹29,96810.91.79.717.19.5-12-0.38
Axis Bluechip Fund Growth ₹44.25
↑ 0.15
₹33,4746.3-1.67.416.510.6-5.7-0.31
Axis Focused 25 Fund Growth ₹40.69
↑ 0.06
₹15,2679.8-1.14.1168.2-14.5-0.65
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jun 23
Note: Ratio's shown as on 30 Apr 23
*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 17.4% since its launch.  Ranked 41 in Mid Cap category.  Return for 2022 was -5.1% , 2021 was 39.9% and 2020 was 26% .

Below is the key information for Axis Mid Cap Fund

Axis Mid Cap Fund
Growth
Launch Date 18 Feb 11
NAV (02 Jun 23) ₹71.68 ↑ 0.36   (0.50 %)
Net Assets (Cr) ₹19,539 on 30 Apr 23
Category Equity - Mid Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.82
Sharpe Ratio -0.21
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.

DateValue
31 May 18₹10,000
31 May 19₹10,433
31 May 20₹10,034
31 May 21₹16,437
31 May 22₹17,816
31 May 23₹20,227

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 ₹447,579.
Net Profit of ₹147,579
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 2 Jun 23

DurationReturns
1 Month 6.6%
3 Month 9.4%
6 Month 3.5%
1 Year 13.9%
3 Year 25%
5 Year 15.5%
10 Year
15 Year
Since launch 17.4%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -5.1%
2021 39.9%
2020 26%
2019 11.3%
2018 3.5%
2017 42%
2016 -3.1%
2015 0.8%
2014 76.5%
2013 4.1%
Fund Manager information for Axis Mid Cap Fund
NameSinceTenure
Shreyash Devalkar23 Nov 166.44 Yr.
Vinayak Jayanath17 Jan 230.28 Yr.

Data below for Axis Mid Cap Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Consumer Cyclical24.2%
Financial Services16.61%
Industrials16.55%
Basic Materials12.26%
Technology6.38%
Health Care5.27%
Consumer Defensive2.2%
Utility1.47%
Real Estate1.38%
Communication Services1.17%
Asset Allocation
Asset ClassValue
Cash12.5%
Equity87.5%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN
4%₹871 Cr9,993,735
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | INDHOTEL
4%₹684 Cr20,177,924
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK
3%₹680 Cr7,407,750
Supreme Industries Ltd (Industrials)
Equity, Since 31 Dec 16 | SUPREMEIND
3%₹604 Cr2,220,325
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT
3%₹543 Cr1,145,642
↓ -50,000
Cummins India Ltd (Industrials)
Equity, Since 28 Feb 21 | CUMMINSIND
3%₹523 Cr3,320,420
↑ 92,984
Astral Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL
3%₹517 Cr3,569,670
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | TRENT
3%₹516 Cr3,771,809
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | BAJFINANCE
3%₹496 Cr789,573
↑ 156,569
Schaeffler India Ltd Shs Dematerialised (Consumer Cyclical)
Equity, Since 31 Jul 21 | SCHAEFFLER
2%₹475 Cr1,712,167
↓ -10,550

2. 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 15.4% since its launch.  Ranked 20 in ELSS category.  Return for 2022 was -12% , 2021 was 24.5% and 2020 was 20.5% .

Below is the key information for Axis Long Term Equity Fund

Axis Long Term Equity Fund
Growth
Launch Date 29 Dec 09
NAV (02 Jun 23) ₹68.4754 ↑ 0.15   (0.22 %)
Net Assets (Cr) ₹29,968 on 30 Apr 23
Category Equity - ELSS
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.61
Sharpe Ratio -0.38
Information Ratio -1.43
Alpha Ratio -7.04
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 May 18₹10,000
31 May 19₹10,502
31 May 20₹9,379
31 May 21₹14,629
31 May 22₹14,278
31 May 23₹15,484

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 ₹385,859.
Net Profit of ₹85,859
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 2 Jun 23

DurationReturns
1 Month 5.7%
3 Month 10.9%
6 Month 1.7%
1 Year 9.7%
3 Year 17.1%
5 Year 9.5%
10 Year
15 Year
Since launch 15.4%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -12%
2021 24.5%
2020 20.5%
2019 14.8%
2018 2.7%
2017 37.4%
2016 -0.7%
2015 6.7%
2014 66.2%
2013 16.5%
Fund Manager information for Axis Long Term Equity Fund
NameSinceTenure
Jinesh Gopani1 Apr 1112.09 Yr.

Data below for Axis Long Term Equity Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Financial Services35.12%
Consumer Defensive15.36%
Basic Materials13.54%
Technology8.88%
Consumer Cyclical7.87%
Health Care6.83%
Communication Services5.43%
Utility4.81%
Industrials1.69%
Asset Allocation
Asset ClassValue
Cash0.47%
Equity99.53%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | BAJFINANCE
9%₹2,682 Cr4,271,253
↓ -24,800
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | DMART
8%₹2,429 Cr6,915,757
↓ -110,725
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 11 | KOTAKBANK
8%₹2,341 Cr12,078,031
↓ -80,000
Tata Consultancy Services Ltd Shs Dematerialised (Technology)
Equity, Since 30 Apr 17 | TCS
7%₹2,230 Cr6,926,334
↓ -146,000
Nestle India Ltd (Consumer Defensive)
Equity, Since 31 Aug 14 | NESTLEIND
7%₹2,174 Cr998,853
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFC
6%₹1,673 Cr6,025,986
↓ -52,500
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 May 14 | NAUKRI
5%₹1,627 Cr4,309,035
↑ 47,985
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND
5%₹1,575 Cr6,508,669
Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 13 | TORNTPOWER
5%₹1,440 Cr26,119,453
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 17 | DIVISLAB
4%₹1,339 Cr4,098,254
↑ 123,807

3. 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 11.7% since its launch.  Ranked 58 in Large Cap category.  Return for 2022 was -5.7% , 2021 was 20.6% and 2020 was 19.7% .

Below is the key information for Axis Bluechip Fund

Axis Bluechip Fund
Growth
Launch Date 5 Jan 10
NAV (02 Jun 23) ₹44.25 ↑ 0.15   (0.34 %)
Net Assets (Cr) ₹33,474 on 30 Apr 23
Category Equity - Large Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.65
Sharpe Ratio -0.31
Information Ratio -2.07
Alpha Ratio -5.87
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 May 18₹10,000
31 May 19₹11,083
31 May 20₹10,078
31 May 21₹15,238
31 May 22₹15,368
31 May 23₹16,410

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 ₹395,578.
Net Profit of ₹95,578
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 2 Jun 23

DurationReturns
1 Month 2.9%
3 Month 6.3%
6 Month -1.6%
1 Year 7.4%
3 Year 16.5%
5 Year 10.6%
10 Year
15 Year
Since launch 11.7%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -5.7%
2021 20.6%
2020 19.7%
2019 18.6%
2018 6.5%
2017 38%
2016 -3.6%
2015 -1.2%
2014 40.8%
2013 13.5%
Fund Manager information for Axis Bluechip Fund
NameSinceTenure
Shreyash Devalkar23 Nov 166.44 Yr.
Vinayak Jayanath17 Jan 230.28 Yr.

Data below for Axis Bluechip Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Financial Services37.64%
Consumer Defensive9.98%
Technology9.89%
Consumer Cyclical7.1%
Basic Materials5.7%
Industrials4.87%
Energy4.54%
Communication Services3.7%
Health Care2.96%
Real Estate0.42%
Asset Allocation
Asset ClassValue
Cash12.78%
Equity86.8%
Debt0.42%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
9%₹3,166 Cr18,760,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
9%₹3,076 Cr33,522,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | BAJFINANCE
8%₹2,606 Cr4,149,769
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | DMART
6%₹1,985 Cr5,653,228
Tata Consultancy Services Ltd Shs Dematerialised (Technology)
Equity, Since 28 Feb 18 | TCS
5%₹1,658 Cr5,150,000
↓ -82,492
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY
5%₹1,652 Cr13,190,000
↓ -1,400,000
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE
5%₹1,520 Cr6,281,000
↓ -88,600
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 21 | LT
4%₹1,433 Cr6,061,000
↑ 285,386
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK
4%₹1,409 Cr7,272,563
↓ -405,716
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFC
3%₹1,005 Cr3,620,944
↑ 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 13.7% since its launch.  Ranked 7 in Focused category.  Return for 2022 was -14.5% , 2021 was 24% and 2020 was 21% .

Below is the key information for Axis Focused 25 Fund

Axis Focused 25 Fund
Growth
Launch Date 29 Jun 12
NAV (02 Jun 23) ₹40.69 ↑ 0.06   (0.15 %)
Net Assets (Cr) ₹15,267 on 30 Apr 23
Category Equity - Focused
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.75
Sharpe Ratio -0.65
Information Ratio -1.73
Alpha Ratio -12.02
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 May 18₹10,000
31 May 19₹10,313
31 May 20₹9,006
31 May 21₹14,447
31 May 22₹14,152
31 May 23₹14,562

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 ₹376,357.
Net Profit of ₹76,357
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 2 Jun 23

DurationReturns
1 Month 5.8%
3 Month 9.8%
6 Month -1.1%
1 Year 4.1%
3 Year 16%
5 Year 8.2%
10 Year
15 Year
Since launch 13.7%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -14.5%
2021 24%
2020 21%
2019 14.7%
2018 0.6%
2017 45.2%
2016 4.6%
2015 3.9%
2014 38.8%
2013 5.8%
Fund Manager information for Axis Focused 25 Fund
NameSinceTenure
Jinesh Gopani7 Jun 166.9 Yr.
Vinayak Jayanath17 Jan 230.28 Yr.

Data below for Axis Focused 25 Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Financial Services29.63%
Basic Materials16.88%
Technology12.04%
Consumer Defensive8.41%
Health Care5.88%
Communication Services5.46%
Consumer Cyclical3.85%
Utility2.43%
Energy1.19%
Asset Allocation
Asset ClassValue
Cash3.13%
Equity96.36%
Debt0.51%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | BAJFINANCE
9%₹1,408 Cr2,242,452
↓ -25,649
Tata Consultancy Services Ltd Shs Dematerialised (Technology)
Equity, Since 28 Feb 18 | TCS
8%₹1,296 Cr4,026,037
↑ 131,513
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | DMART
8%₹1,284 Cr3,655,196
↓ -9,389
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
8%₹1,171 Cr6,043,201
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND
8%₹1,146 Cr4,738,010
↓ -100,003
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jul 16 | NAUKRI
5%₹834 Cr2,207,321
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 18 | HDFC
4%₹686 Cr2,469,902
↓ -500,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB
4%₹669 Cr2,045,714
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | BAJAJFINSV
4%₹597 Cr4,407,056
↑ 350,000
Shree Cement Ltd (Basic Materials)
Equity, Since 30 Apr 19 | SHREECEM
4%₹582 Cr239,246
↓ -39,318

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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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