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Top 4 Best Equity Funds by Axis Mutual Fund 2020 | Fincash

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4 Best Equity Funds by Axis Mutual Fund 2020

Updated on October 17, 2020 , 10797 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 (%)2019 (%)Sharpe Ratio
Axis Mid Cap Fund Growth ₹42.22
↑ 0.03
₹6,7329.520.69.39.910.311.30.39
Axis Bluechip Fund Growth ₹32.04
↑ 0.25
₹17,2707.318.729.410.618.6-0.15
Axis Focused 25 Fund Growth ₹30.2
↑ 0.13
₹11,4558.122.916.411.214.7-0.02
Axis Long Term Equity Fund Growth ₹47.6212
↑ 0.27
₹21,8367.716.9-0.86.28.914.8-0.07
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Oct 20
Note: Ratio's shown as on 30 Sep 20
*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 16.1% since its launch.  Ranked 41 in Mid Cap category.  Return for 2019 was 11.3% , 2018 was 3.5% and 2017 was 42% .

Below is the key information for Axis Mid Cap Fund

Axis Mid Cap Fund
Growth
Launch Date 18 Feb 11
NAV (19 Oct 20) ₹42.22 ↑ 0.03   (0.07 %)
Net Assets (Cr) ₹6,732 on 30 Sep 20
Category Equity - Mid Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.03
Sharpe Ratio 0.39
Information Ratio 1.36
Alpha Ratio 5.16
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.

DateValue
30 Sep 15₹10,000
30 Sep 16₹10,427
30 Sep 17₹11,915
30 Sep 18₹13,353
30 Sep 19₹14,689
30 Sep 20₹16,492

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 ₹395,578.
Net Profit of ₹95,578
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 19 Oct 20

DurationReturns
1 Month -1.2%
3 Month 9.5%
6 Month 20.6%
1 Year 9.3%
3 Year 9.9%
5 Year 10.3%
10 Year
15 Year
Since launch 16.1%
Historical performance (Yearly) on absolute basis
YearReturns
2019 11.3%
2018 3.5%
2017 42%
2016 -3.1%
2015 0.8%
2014 76.5%
2013 4.1%
2012 52.6%
2011
2010
Fund Manager information for Axis Mid Cap Fund
NameSinceTenure
Shreyash Devalkar23 Nov 163.86 Yr.

Data below for Axis Mid Cap Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Consumer Cyclical17.67%
Health Care14.57%
Financial Services12.64%
Basic Materials11.97%
Industrials10.04%
Technology9.87%
Consumer Defensive6.21%
Utility2.82%
Communication Services2.81%
Asset Allocation
Asset ClassValue
Cash11.41%
Equity88.59%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | 524494
5%₹359 Cr1,655,400
PI Industries Ltd (Basic Materials)
Equity, Since 31 Mar 19 | PIIND
5%₹307 Cr1,557,136
Voltas Ltd (Industrials)
Equity, Since 31 May 17 | VOLTAS
4%₹242 Cr3,557,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN
4%₹238 Cr9,550,676
↑ 285,000
Mphasis Ltd (Technology)
Equity, Since 30 Apr 18 | 526299
3%₹222 Cr1,606,747
↑ 1,747
Endurance Technologies Ltd (Consumer Cyclical)
Equity, Since 31 Oct 16 | ENDURANCE
3%₹216 Cr1,871,023
↑ 11,592
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 30 Nov 19 | 500800
3%₹213 Cr4,258,000
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | 500251
3%₹213 Cr3,165,968
↑ 147,968
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
3%₹205 Cr930,000
↓ -100,000
Astral Poly Technik Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL
3%₹203 Cr1,661,231

2. 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 11.4% since its launch.  Ranked 58 in Large Cap category.  Return for 2019 was 18.6% , 2018 was 6.5% and 2017 was 38% .

Below is the key information for Axis Bluechip Fund

Axis Bluechip Fund
Growth
Launch Date 5 Jan 10
NAV (19 Oct 20) ₹32.04 ↑ 0.25   (0.79 %)
Net Assets (Cr) ₹17,270 on 30 Sep 20
Category Equity - Large Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio -0.15
Information Ratio 0.37
Alpha Ratio -2.99
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
30 Sep 15₹10,000
30 Sep 16₹10,831
30 Sep 17₹12,637
30 Sep 18₹14,140
30 Sep 19₹16,574
30 Sep 20₹16,361

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 19 Oct 20

DurationReturns
1 Month 2.5%
3 Month 7.3%
6 Month 18.7%
1 Year 2%
3 Year 9.4%
5 Year 10.6%
10 Year
15 Year
Since launch 11.4%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2010
Fund Manager information for Axis Bluechip Fund
NameSinceTenure
Shreyash Devalkar23 Nov 163.85 Yr.

Data below for Axis Bluechip Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Financial Services30.17%
Technology18.2%
Consumer Defensive13.01%
Health Care10.05%
Energy8.33%
Basic Materials7.03%
Consumer Cyclical5.06%
Communication Services2.94%
Asset Allocation
Asset ClassValue
Cash5.02%
Equity94.98%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY
10%₹1,694 Cr16,800,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
10%₹1,660 Cr15,390,000
↑ 470,000
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE
8%₹1,439 Cr6,440,000
↑ 320,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 500034
7%₹1,274 Cr3,885,000
↑ 195,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
7%₹1,249 Cr5,010,000
↑ 590,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK
6%₹951 Cr7,500,000
↓ -140,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
5%₹835 Cr3,790,000
↑ 69,216
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 500696
4%₹740 Cr3,580,000
↑ 174,000
Nestle India Ltd (Consumer Defensive)
Equity, Since 30 Sep 18 | NESTLEIND
4%₹672 Cr422,000
↑ 11,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
3%₹582 Cr16,400,000
↓ -5,935,000

3. 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 14.2% since its launch.  Ranked 7 in Focused category.  Return for 2019 was 14.7% , 2018 was 0.6% and 2017 was 45.2% .

Below is the key information for Axis Focused 25 Fund

Axis Focused 25 Fund
Growth
Launch Date 29 Jun 12
NAV (19 Oct 20) ₹30.2 ↑ 0.13   (0.43 %)
Net Assets (Cr) ₹11,455 on 30 Sep 20
Category Equity - Focused
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.9
Sharpe Ratio -0.02
Information Ratio 0.02
Alpha Ratio -0.06
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
30 Sep 15₹10,000
30 Sep 16₹11,406
30 Sep 17₹14,069
30 Sep 18₹15,389
30 Sep 19₹16,905
30 Sep 20₹16,842

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 ₹405,518.
Net Profit of ₹105,518
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 19 Oct 20

DurationReturns
1 Month 1.8%
3 Month 8.1%
6 Month 22.9%
1 Year 1%
3 Year 6.4%
5 Year 11.2%
10 Year
15 Year
Since launch 14.2%
Historical performance (Yearly) on absolute basis
YearReturns
2019 14.7%
2018 0.6%
2017 45.2%
2016 4.6%
2015 3.9%
2014 38.8%
2013 5.8%
2012
2011
2010
Fund Manager information for Axis Focused 25 Fund
NameSinceTenure
Jinesh Gopani7 Jun 164.32 Yr.

Data below for Axis Focused 25 Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Financial Services31.33%
Technology13.1%
Consumer Cyclical12.78%
Basic Materials11.37%
Energy8.03%
Consumer Defensive6.8%
Communication Services4.88%
Health Care4.78%
Asset Allocation
Asset ClassValue
Cash3.91%
Equity96.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
9%₹1,004 Cr4,030,128
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
8%₹920 Cr4,117,824
↑ 71,034
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
8%₹913 Cr2,784,575
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | HDFCBANK
7%₹785 Cr7,280,600
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
6%₹692 Cr5,456,886
↓ -700,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
6%₹681 Cr3,090,541
↑ 100,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 16 | MARUTI
5%₹622 Cr923,088
↑ 50,000
Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | 509930
5%₹578 Cr4,123,432
↑ 148,359
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jul 16 | NAUKRI
5%₹559 Cr1,536,635
↑ 159,200
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB
5%₹547 Cr1,795,329
↓ -287,000

4. 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 15.5% since its launch.  Ranked 20 in ELSS category.  Return for 2019 was 14.8% , 2018 was 2.7% and 2017 was 37.4% .

Below is the key information for Axis Long Term Equity Fund

Axis Long Term Equity Fund
Growth
Launch Date 29 Dec 09
NAV (19 Oct 20) ₹47.6212 ↑ 0.27   (0.56 %)
Net Assets (Cr) ₹21,836 on 30 Sep 20
Category Equity - ELSS
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.72
Sharpe Ratio -0.07
Information Ratio 0.18
Alpha Ratio -2.93
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Sep 15₹10,000
30 Sep 16₹10,800
30 Sep 17₹12,640
30 Sep 18₹13,656
30 Sep 19₹15,310
30 Sep 20₹15,192

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 ₹376,357.
Net Profit of ₹76,357
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 19 Oct 20

DurationReturns
1 Month 1.3%
3 Month 7.7%
6 Month 16.9%
1 Year -0.8%
3 Year 6.2%
5 Year 8.9%
10 Year
15 Year
Since launch 15.5%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2010 30%
Fund Manager information for Axis Long Term Equity Fund
NameSinceTenure
Jinesh Gopani1 Apr 119.51 Yr.

Data below for Axis Long Term Equity Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Financial Services32.96%
Consumer Cyclical13.93%
Consumer Defensive12.6%
Technology11.82%
Health Care7.87%
Basic Materials7.38%
Communication Services6.54%
Utility3.74%
Industrials1.72%
Asset Allocation
Asset ClassValue
Cash1.44%
Equity98.56%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
8%₹1,835 Cr5,597,442
↑ 106,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS
8%₹1,788 Cr7,173,985
↑ 600,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
7%₹1,500 Cr13,905,723
↓ -415,000
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 May 14 | NAUKRI
7%₹1,429 Cr3,930,404
↑ 79,000
Nestle India Ltd (Consumer Defensive)
Equity, Since 31 Aug 14 | NESTLEIND
6%₹1,412 Cr887,005
↑ 16,200
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 11 | KOTAKBANK
6%₹1,375 Cr10,845,282
↓ -647,354
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 10 | MARUTI
6%₹1,288 Cr1,910,742
↓ -38,461
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
5%₹1,152 Cr5,227,586
↑ 408,000
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND
5%₹993 Cr6,920,272
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 17 | DIVISLAB
4%₹963 Cr3,160,574
↓ -217,000

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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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