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Top 4 Best Equity Funds by Axis Mutual Fund 2024 | Fincash

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4 Best Equity Funds by Axis Mutual Fund 2024

Updated on April 10, 2024 , 43248 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 (%)2023 (%)Sharpe Ratio
Axis Mid Cap Fund Growth ₹93.45
↓ -0.07
₹25,2647.518.342.120.520.929.62.32
Axis Bluechip Fund Growth ₹55.31
↓ -0.43
₹32,6466.91730.313.414.317.41.74
Axis Long Term Equity Fund Growth ₹87.0049
↓ -0.24
₹34,0258.918.938.213.414.6221.81
Axis Focused 25 Fund Growth ₹50.34
↓ -0.05
₹13,5387.917.83410.91317.21.41
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Apr 24
Note: Ratio's shown as on 29 Feb 24
*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 18.5% since its launch.  Ranked 41 in Mid Cap category.  Return for 2023 was 29.6% , 2022 was -5.1% and 2021 was 39.9% .

Below is the key information for Axis Mid Cap Fund

Axis Mid Cap Fund
Growth
Launch Date 18 Feb 11
NAV (12 Apr 24) ₹93.45 ↓ -0.07   (-0.07 %)
Net Assets (Cr) ₹25,264 on 29 Feb 24
Category Equity - Mid Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.74
Sharpe Ratio 2.32
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 Mar 19₹10,000
31 Mar 20₹8,940
31 Mar 21₹14,997
31 Mar 22₹18,504
31 Mar 23₹17,666
31 Mar 24₹24,964

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 ₹505,644.
Net Profit of ₹205,644
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 12 Apr 24

DurationReturns
1 Month 5.4%
3 Month 7.5%
6 Month 18.3%
1 Year 42.1%
3 Year 20.5%
5 Year 20.9%
10 Year
15 Year
Since launch 18.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 29.6%
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%
Fund Manager information for Axis Mid Cap Fund
NameSinceTenure
Shreyash Devalkar23 Nov 167.36 Yr.
Nitin Arora3 Aug 230.66 Yr.
Krishnaa N1 Mar 240.08 Yr.

Data below for Axis Mid Cap Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Consumer Cyclical26.24%
Industrials20.22%
Financial Services13.88%
Basic Materials9.58%
Health Care9.27%
Technology6.56%
Real Estate3.22%
Utility2.03%
Communication Services1.57%
Consumer Defensive1.4%
Energy0.99%
Asset Allocation
Asset ClassValue
Cash5.05%
Equity94.95%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | 500251
5%₹1,192 Cr3,071,564
↓ -562,991
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 500850
4%₹1,076 Cr18,346,842
↓ -1,119,895
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT
3%₹833 Cr964,833
↓ -235,602
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN
3%₹831 Cr7,634,003
Supreme Industries Ltd (Industrials)
Equity, Since 31 Dec 16 | 509930
3%₹825 Cr1,988,643
↓ -180,463
Cummins India Ltd (Industrials)
Equity, Since 28 Feb 21 | 500480
3%₹767 Cr2,800,715
Sona BLW Precision Forgings Ltd (Consumer Cyclical)
Equity, Since 30 Jun 21 | 543300
3%₹697 Cr10,106,515
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK
3%₹677 Cr6,430,763
↓ -476,987
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 May 22 | 503100
3%₹635 Cr2,299,152
Astral Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL
2%₹602 Cr2,909,916
↓ -221,285

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 12.7% since its launch.  Ranked 58 in Large Cap category.  Return for 2023 was 17.4% , 2022 was -5.7% and 2021 was 20.6% .

Below is the key information for Axis Bluechip Fund

Axis Bluechip Fund
Growth
Launch Date 5 Jan 10
NAV (12 Apr 24) ₹55.31 ↓ -0.43   (-0.77 %)
Net Assets (Cr) ₹32,646 on 29 Feb 24
Category Equity - Large Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.6
Sharpe Ratio 1.74
Information Ratio -1.64
Alpha Ratio -3.11
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 Mar 19₹10,000
31 Mar 20₹9,191
31 Mar 21₹13,683
31 Mar 22₹15,829
31 Mar 23₹14,652
31 Mar 24₹19,339

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 ₹436,710.
Net Profit of ₹136,710
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 12 Apr 24

DurationReturns
1 Month 3.4%
3 Month 6.9%
6 Month 17%
1 Year 30.3%
3 Year 13.4%
5 Year 14.3%
10 Year
15 Year
Since launch 12.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 17.4%
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%
Fund Manager information for Axis Bluechip Fund
NameSinceTenure
Shreyash Devalkar23 Nov 167.36 Yr.
Ashish Naik3 Aug 230.66 Yr.
Krishnaa N1 Mar 240.08 Yr.

Data below for Axis Bluechip Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services30.23%
Consumer Cyclical15.06%
Technology10.43%
Consumer Defensive9.6%
Energy8.07%
Industrials6.88%
Health Care6.16%
Communication Services5.17%
Basic Materials4.46%
Real Estate1.84%
Utility1.42%
Asset Allocation
Asset ClassValue
Cash0.66%
Equity99.34%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
8%₹2,495 Cr23,716,639
↓ -483,361
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
7%₹2,218 Cr15,805,000
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE
7%₹2,174 Cr7,442,138
↓ -112,858
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 500034
6%₹1,968 Cr3,030,245
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
6%₹1,837 Cr4,485,808
↓ -80,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
5%₹1,692 Cr4,316,583
↓ -350,726
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 21 | LT
4%₹1,365 Cr3,926,462
↓ -555,783
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY
4%₹1,210 Cr7,229,563
↓ -1,217,954
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL
3%₹1,124 Cr10,002,501
↓ -293,861
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Sep 21 | SUNPHARMA
3%₹1,097 Cr6,950,290

3. 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 16.4% since its launch.  Ranked 20 in ELSS category.  Return for 2023 was 22% , 2022 was -12% and 2021 was 24.5% .

Below is the key information for Axis Long Term Equity Fund

Axis Long Term Equity Fund
Growth
Launch Date 29 Dec 09
NAV (12 Apr 24) ₹87.0049 ↓ -0.24   (-0.27 %)
Net Assets (Cr) ₹34,025 on 29 Feb 24
Category Equity - ELSS
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.61
Sharpe Ratio 1.81
Information Ratio -1.36
Alpha Ratio -4.18
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Mar 19₹10,000
31 Mar 20₹8,809
31 Mar 21₹13,885
31 Mar 22₹15,668
31 Mar 23₹13,903
31 Mar 24₹19,351

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 ₹436,710.
Net Profit of ₹136,710
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 12 Apr 24

DurationReturns
1 Month 6.7%
3 Month 8.9%
6 Month 18.9%
1 Year 38.2%
3 Year 13.4%
5 Year 14.6%
10 Year
15 Year
Since launch 16.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 22%
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%
Fund Manager information for Axis Long Term Equity Fund
NameSinceTenure
Shreyash Devalkar4 Aug 230.66 Yr.
Ashish Naik3 Aug 230.66 Yr.

Data below for Axis Long Term Equity Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services23.93%
Consumer Cyclical12.74%
Basic Materials10.5%
Technology10.22%
Consumer Defensive9.93%
Health Care8.38%
Industrials7.63%
Utility6.47%
Communication Services5.89%
Energy1.8%
Asset Allocation
Asset ClassValue
Cash2.5%
Equity97.5%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS
7%₹2,509 Cr6,125,879
↓ -78,994
Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 13 | 532779
6%₹2,078 Cr19,282,984
↓ -328,235
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
6%₹2,008 Cr3,091,472
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
5%₹1,779 Cr4,539,682
↓ -363,715
Nestle India Ltd (Consumer Defensive)
Equity, Since 31 Aug 14 | NESTLEIND
5%₹1,572 Cr6,055,941
↓ -801,928
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
5%₹1,546 Cr11,016,916
↑ 700,900
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 May 14 | NAUKRI
5%₹1,533 Cr2,910,169
↓ -261,773
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND
4%₹1,398 Cr5,108,360
PI Industries Ltd (Basic Materials)
Equity, Since 30 Sep 20 | PIIND
3%₹1,070 Cr2,912,916
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 17 | DIVISLAB
3%₹998 Cr2,859,692
↓ -758,532

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 14.7% since its launch.  Ranked 7 in Focused category.  Return for 2023 was 17.2% , 2022 was -14.5% and 2021 was 24% .

Below is the key information for Axis Focused 25 Fund

Axis Focused 25 Fund
Growth
Launch Date 29 Jun 12
NAV (12 Apr 24) ₹50.34 ↓ -0.05   (-0.10 %)
Net Assets (Cr) ₹13,538 on 29 Feb 24
Category Equity - Focused
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.74
Sharpe Ratio 1.41
Information Ratio -1.88
Alpha Ratio -10.98
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 Mar 19₹10,000
31 Mar 20₹8,631
31 Mar 21₹13,830
31 Mar 22₹15,908
31 Mar 23₹13,458
31 Mar 24₹18,118

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 ₹415,684.
Net Profit of ₹115,684
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 12 Apr 24

DurationReturns
1 Month 6.6%
3 Month 7.9%
6 Month 17.8%
1 Year 34%
3 Year 10.9%
5 Year 13%
10 Year
15 Year
Since launch 14.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 17.2%
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%
Fund Manager information for Axis Focused 25 Fund
NameSinceTenure
Sachin Relekar1 Feb 240.16 Yr.
Hitesh Das3 Aug 230.66 Yr.
Krishnaa N1 Mar 240.08 Yr.

Data below for Axis Focused 25 Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services26.96%
Basic Materials12%
Technology11.94%
Consumer Cyclical8.79%
Communication Services7.99%
Health Care7.28%
Consumer Defensive6.83%
Utility5.59%
Energy4.82%
Real Estate3.69%
Asset Allocation
Asset ClassValue
Cash2.29%
Equity97.71%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
8%₹1,144 Cr2,792,844
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
8%₹1,018 Cr1,566,571
↓ -70,285
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND
7%₹938 Cr3,429,048
↓ -94,782
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
7%₹925 Cr2,360,740
↓ -165,961
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 21 | ICICIBANK
6%₹876 Cr8,323,068
Torrent Power Ltd (Utilities)
Equity, Since 28 Feb 21 | 532779
6%₹757 Cr7,023,691
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jul 16 | NAUKRI
5%₹690 Cr1,310,390
↓ -165,012
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE
5%₹652 Cr2,232,716
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB
5%₹623 Cr1,785,591
↓ -231,089
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | 532978
5%₹621 Cr3,894,424

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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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