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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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
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Sharpe Ratio Axis Mid Cap Fund Growth ₹115.05
↑ 0.74 ₹30,895 -0.3 1.8 19.2 20.6 16.6 0.14 Axis Long Term Equity Fund Growth ₹97.2294
↑ 0.32 ₹32,930 -1.6 1.1 12.5 16.2 10 -0.02 Axis Bluechip Fund Growth ₹61.26
↑ 0.07 ₹32,420 -2 1.5 11.3 13.4 9.9 0.03 Axis Focused 25 Fund Growth ₹53.16
↑ 0.09 ₹11,382 -4.8 -3.4 9.5 12.6 7.3 -0.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Feb 26 Note: Ratio's shown as on 31 Jan 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 Lower mid AUM (₹30,895 Cr). Highest AUM (₹32,930 Cr). Upper mid AUM (₹32,420 Cr). Bottom quartile AUM (₹11,382 Cr). Point 2 Established history (15+ yrs). Oldest track record among peers (16 yrs). Established history (16+ yrs). Established history (13+ 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: 16.57% (top quartile). 5Y return: 10.03% (upper mid). 5Y return: 9.88% (lower mid). 5Y return: 7.26% (bottom quartile). Point 6 3Y return: 20.57% (top quartile). 3Y return: 16.22% (upper mid). 3Y return: 13.43% (lower mid). 3Y return: 12.63% (bottom quartile). Point 7 1Y return: 19.24% (top quartile). 1Y return: 12.52% (upper mid). 1Y return: 11.30% (lower mid). 1Y return: 9.54% (bottom quartile). Point 8 Alpha: 0.00 (top quartile). Alpha: -2.65 (upper mid). Alpha: -2.75 (lower mid). Alpha: -3.90 (bottom quartile). Point 9 Sharpe: 0.14 (top quartile). Sharpe: -0.02 (lower mid). Sharpe: 0.03 (upper mid). Sharpe: -0.10 (bottom quartile). Point 10 Information ratio: 0.00 (top quartile). Information ratio: -0.26 (upper mid). Information ratio: -0.84 (bottom quartile). Information ratio: -0.76 (lower mid). 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 (26 Feb 26) ₹115.05 ↑ 0.74 (0.65 %) Net Assets (Cr) ₹30,895 on 31 Jan 26 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 1.57 Sharpe Ratio 0.14 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 31 Jan 21 ₹10,000 31 Jan 22 ₹13,844 31 Jan 23 ₹13,230 31 Jan 24 ₹17,638 31 Jan 25 ₹20,992 31 Jan 26 ₹22,487 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Feb 26 Duration Returns 1 Month 7.3% 3 Month -0.3% 6 Month 1.8% 1 Year 19.2% 3 Year 20.6% 5 Year 16.6% 10 Year 15 Year Since launch 17.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for Axis Mid Cap Fund
Name Since Tenure Shreyash Devalkar 23 Nov 16 9.19 Yr. Nitin Arora 3 Aug 23 2.5 Yr. Krishnaa N 1 Mar 24 1.92 Yr. Data below for Axis Mid Cap Fund as on 31 Jan 26
Equity Sector Allocation
Sector Value Financial Services 19.18% Consumer Cyclical 18.47% Industrials 16.9% Health Care 9.49% Basic Materials 7.86% Technology 7.37% Communication Services 2.86% Real Estate 2.63% Utility 1.34% Energy 1.12% Asset Allocation
Asset Class Value Cash 12.75% Equity 87.23% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 23 | FEDERALBNK4% ₹1,139 Cr 39,590,705 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 22 | FORTIS4% ₹1,112 Cr 13,060,764 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Jul 24 | MCX3% ₹902 Cr 3,569,065 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | INDHOTEL2% ₹729 Cr 10,812,201 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 May 22 | PHOENIXLTD2% ₹618 Cr 3,700,614 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | COROMANDEL2% ₹615 Cr 2,692,866 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | GVT&D2% ₹603 Cr 1,866,283
↑ 37,637 Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | SCHAEFFLER2% ₹582 Cr 1,605,995
↓ -33,300 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | UNOMINDA2% ₹554 Cr 4,689,803
↓ -460,482 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | TVSMOTOR2% ₹551 Cr 1,498,641 2. Axis Long Term Equity Fund
Axis Long Term Equity Fund
Growth Launch Date 29 Dec 09 NAV (26 Feb 26) ₹97.2294 ↑ 0.32 (0.33 %) Net Assets (Cr) ₹32,930 on 31 Jan 26 Category Equity - ELSS AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.52 Sharpe Ratio -0.02 Information Ratio -0.26 Alpha Ratio -2.65 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Jan 21 ₹10,000 31 Jan 22 ₹12,493 31 Jan 23 ₹11,014 31 Jan 24 ₹14,025 31 Jan 25 ₹16,095 31 Jan 26 ₹16,894 Returns for Axis Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Feb 26 Duration Returns 1 Month 4.3% 3 Month -1.6% 6 Month 1.1% 1 Year 12.5% 3 Year 16.2% 5 Year 10% 10 Year 15 Year Since launch 15.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for Axis Long Term Equity Fund
Name Since Tenure Shreyash Devalkar 4 Aug 23 2.5 Yr. Ashish Naik 3 Aug 23 2.5 Yr. Data below for Axis Long Term Equity Fund as on 31 Jan 26
Equity Sector Allocation
Sector Value Financial Services 32.61% Consumer Cyclical 15.44% Basic Materials 9.49% Industrials 9.47% Technology 8.52% Health Care 7.59% Communication Services 4.61% Consumer Defensive 3.59% Energy 2.42% Utility 2.29% Real Estate 0.76% Asset Allocation
Asset Class Value Cash 3.18% Equity 96.81% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | ICICIBANK7% ₹2,383 Cr 17,583,598
↑ 625,401 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK7% ₹2,374 Cr 25,548,800
↓ -1,000,000 Infosys Ltd (Technology)
Equity, Since 31 May 24 | INFY4% ₹1,353 Cr 8,247,387 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 23 | BHARTIARTL4% ₹1,290 Cr 6,550,843
↓ -408,500 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | BAJFINANCE3% ₹1,080 Cr 11,616,669
↓ -325,568 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 23 | LT3% ₹906 Cr 2,304,465 State Bank of India (Financial Services)
Equity, Since 29 Feb 24 | SBIN3% ₹889 Cr 8,254,651
↑ 313,941 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M3% ₹833 Cr 2,426,822 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 24 | RELIANCE2% ₹758 Cr 5,432,910
↑ 1,606,968 Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 13 | TORNTPOWER2% ₹753 Cr 5,423,964
↓ -187,411 3. Axis Bluechip Fund
Axis Bluechip Fund
Growth Launch Date 5 Jan 10 NAV (26 Feb 26) ₹61.26 ↑ 0.07 (0.11 %) Net Assets (Cr) ₹32,420 on 31 Jan 26 Category Equity - Large Cap AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 0.68 Sharpe Ratio 0.03 Information Ratio -0.84 Alpha Ratio -2.75 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 Jan 21 ₹10,000 31 Jan 22 ₹12,320 31 Jan 23 ₹11,505 31 Jan 24 ₹14,055 31 Jan 25 ₹15,624 31 Jan 26 ₹16,520 Returns for Axis Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Feb 26 Duration Returns 1 Month 2.7% 3 Month -2% 6 Month 1.5% 1 Year 11.3% 3 Year 13.4% 5 Year 9.9% 10 Year 15 Year Since launch 11.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for Axis Bluechip Fund
Name Since Tenure Shreyash Devalkar 23 Nov 16 9.19 Yr. Jayesh Sundar 4 Nov 24 1.24 Yr. Krishnaa N 1 Mar 24 1.92 Yr. Data below for Axis Bluechip Fund as on 31 Jan 26
Equity Sector Allocation
Sector Value Financial Services 33.04% Consumer Cyclical 14.48% Industrials 10.39% Technology 9.13% Energy 6.67% Health Care 5.76% Communication Services 5.2% Basic Materials 4.38% Consumer Defensive 2.55% Utility 0.9% Asset Allocation
Asset Class Value Cash 4.84% Equity 95.15% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK9% ₹2,850 Cr 30,669,611
↓ -1,767,465 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK8% ₹2,696 Cr 19,897,888 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE7% ₹2,131 Cr 15,275,169
↓ -1,498,674 Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY6% ₹1,843 Cr 11,232,211 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 21 | LT5% ₹1,669 Cr 4,243,229
↑ 40,500 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL5% ₹1,566 Cr 7,952,020
↓ -324,366 State Bank of India (Financial Services)
Equity, Since 31 May 21 | SBIN4% ₹1,363 Cr 12,651,950
↓ -330,487 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | BAJFINANCE4% ₹1,214 Cr 13,060,685 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M4% ₹1,138 Cr 3,316,715
↑ 82,260 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK3% ₹950 Cr 23,285,580 4. Axis Focused 25 Fund
Axis Focused 25 Fund
Growth Launch Date 29 Jun 12 NAV (26 Feb 26) ₹53.16 ↑ 0.09 (0.17 %) Net Assets (Cr) ₹11,382 on 31 Jan 26 Category Equity - Focused AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.73 Sharpe Ratio -0.1 Information Ratio -0.76 Alpha Ratio -3.9 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 Jan 21 ₹10,000 31 Jan 22 ₹12,343 31 Jan 23 ₹10,486 31 Jan 24 ₹12,979 31 Jan 25 ₹14,357 31 Jan 26 ₹14,891 Returns for Axis Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Feb 26 Duration Returns 1 Month 2.5% 3 Month -4.8% 6 Month -3.4% 1 Year 9.5% 3 Year 12.6% 5 Year 7.3% 10 Year 15 Year Since launch 13% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for Axis Focused 25 Fund
Name Since Tenure Sachin Relekar 1 Feb 24 2 Yr. Krishnaa N 1 Mar 24 1.92 Yr. Data below for Axis Focused 25 Fund as on 31 Jan 26
Equity Sector Allocation
Sector Value Financial Services 30.63% Consumer Cyclical 13.54% Health Care 11.35% Industrials 9.89% Technology 7.1% Communication Services 6.05% Basic Materials 3.69% Utility 3.28% Real Estate 2.89% Energy 2.39% Consumer Defensive 1.65% Asset Allocation
Asset Class Value Cash 7.54% Equity 92.46% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 21 | ICICIBANK10% ₹1,103 Cr 8,141,967 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK7% ₹811 Cr 8,723,946
↓ -1,060,012 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 24 | 5433206% ₹644 Cr 23,556,230
↓ -1,611,547 Infosys Ltd (Technology)
Equity, Since 30 Jun 25 | INFY5% ₹581 Cr 3,538,434 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB5% ₹538 Cr 889,114
↓ -43,600 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 22 | CHOLAFIN5% ₹534 Cr 3,271,510
↓ -439,491 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 23 | BHARTIARTL5% ₹517 Cr 2,627,988
↓ -203,393 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Sep 22 | APOLLOHOSP4% ₹465 Cr 668,123 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND4% ₹419 Cr 2,931,176 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | M&M4% ₹402 Cr 1,170,148
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Research Highlights for Axis Mid Cap Fund