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4 Best Equity Funds by Axis Mutual Fund 2023
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.
Best Axis Equity Mutual Funds
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 Below is the key information for Axis Mid Cap 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. 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 Below is the key information for Axis Bluechip 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. 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 Below is the key information for Axis Long Term Equity 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. 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 Below is the key information for Axis Focused 25 Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2022 (%) Sharpe Ratio Axis Mid Cap Fund Growth ₹63.92
↓ -0.64 ₹19,144 -6 -1.1 -3 15.7 13.5 -5.1 -0.55 Axis Bluechip Fund Growth ₹41.79
↓ -0.48 ₹35,198 -4.8 0.5 -5.6 9.1 10.2 -5.7 -0.6 Axis Long Term Equity Fund Growth ₹61.384
↓ -0.35 ₹30,472 -7.1 -3 -10.4 7.1 7.6 -12 -0.81 Axis Focused 25 Fund Growth ₹36.76
↓ -0.35 ₹16,724 -8.9 -6.2 -13.6 5.6 6.5 -14.5 -1.01 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jan 23 Note: Ratio's shown as on 31 Dec 22 Assets >= 200 Crore & Sorted on 3 Year CAGR Returns.
1. Axis Mid Cap Fund
CAGR/Annualized return of 16.8% since its launch. Ranked 41 in Mid Cap category. Return for 2022 was -5.1% , 2021 was 39.9% and 2020 was 26% . Axis Mid Cap Fund
Growth Launch Date 18 Feb 11 NAV (27 Jan 23) ₹63.92 ↓ -0.64 (-0.99 %) Net Assets (Cr) ₹19,144 on 31 Dec 22 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio -0.55 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 Dec 17 ₹10,000 31 Dec 18 ₹10,351 31 Dec 19 ₹11,524 31 Dec 20 ₹14,521 31 Dec 21 ₹20,319 31 Dec 22 ₹19,289 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 23 Duration Returns 1 Month -3.8% 3 Month -6% 6 Month -1.1% 1 Year -3% 3 Year 15.7% 5 Year 13.5% 10 Year 15 Year Since launch 16.8% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Shreyash Devalkar 23 Nov 16 6.11 Yr. Hitesh Das 18 Dec 20 2.04 Yr. Data below for Axis Mid Cap Fund as on 31 Dec 22
Equity Sector Allocation
Sector Value Consumer Cyclical 25.02% Financial Services 16.39% Industrials 15.85% Basic Materials 12.44% Technology 7.2% Health Care 4.96% Consumer Defensive 2.41% Utility 1.83% Communication Services 1.28% Real Estate 1.08% Asset Allocation
Asset Class Value Cash 11.42% Equity 88.46% Debt 0.12% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK4% ₹859 Cr 9,018,750 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN4% ₹799 Cr 11,173,735 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | 5002514% ₹695 Cr 4,724,900 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 5008503% ₹600 Cr 18,663,591
↑ 1,590,028 PI Industries Ltd (Basic Materials)
Equity, Since 31 Mar 19 | PIIND3% ₹589 Cr 1,686,694 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | 5000343% ₹583 Cr 867,004 Supreme Industries Ltd (Industrials)
Equity, Since 31 Dec 16 | 5099303% ₹541 Cr 2,220,325 Astral Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL2% ₹489 Cr 2,596,080 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT2% ₹478 Cr 1,149,635
↑ 88,064 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 5403762% ₹475 Cr 1,180,653 2. Axis Bluechip Fund
CAGR/Annualized return of 11.6% since its launch. Ranked 58 in Large Cap category. Return for 2022 was -5.7% , 2021 was 20.6% and 2020 was 19.7% . Axis Bluechip Fund
Growth Launch Date 5 Jan 10 NAV (27 Jan 23) ₹41.79 ↓ -0.48 (-1.14 %) Net Assets (Cr) ₹35,198 on 31 Dec 22 Category Equity - Large Cap AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.65 Sharpe Ratio -0.6 Information Ratio -0.74 Alpha Ratio -11.59 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 Dec 17 ₹10,000 31 Dec 18 ₹10,654 31 Dec 19 ₹12,633 31 Dec 20 ₹15,124 31 Dec 21 ₹18,246 31 Dec 22 ₹17,213 Returns for Axis Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 23 Duration Returns 1 Month -4.4% 3 Month -4.8% 6 Month 0.5% 1 Year -5.6% 3 Year 9.1% 5 Year 10.2% 10 Year 15 Year Since launch 11.6% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Shreyash Devalkar 23 Nov 16 6.11 Yr. Hitesh Das 2 Nov 20 2.16 Yr. Data below for Axis Bluechip Fund as on 31 Dec 22
Equity Sector Allocation
Sector Value Financial Services 39.28% Technology 12.39% Consumer Defensive 9.98% Consumer Cyclical 7.5% Basic Materials 6.67% Energy 4.49% Health Care 3.49% Industrials 3.24% Communication Services 3.04% Real Estate 0.49% Asset Allocation
Asset Class Value Cash 9.23% Equity 90.57% Debt 0.2% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK10% ₹3,708 Cr 38,910,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 5000349% ₹3,148 Cr 4,684,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK8% ₹3,017 Cr 18,760,000 Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY7% ₹2,640 Cr 16,148,409
↑ 384,409 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 5403767% ₹2,432 Cr 6,042,494 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK5% ₹1,661 Cr 8,530,000
↓ -390,000 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE4% ₹1,656 Cr 6,064,000
↑ 702,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS4% ₹1,643 Cr 4,845,775
↑ 143,775 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M3% ₹1,106 Cr 8,475,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 21 | LT3% ₹1,067 Cr 5,141,466 3. Axis Long Term Equity Fund
CAGR/Annualized return of 14.9% since its launch. Ranked 20 in ELSS category. Return for 2022 was -12% , 2021 was 24.5% and 2020 was 20.5% . Axis Long Term Equity Fund
Growth Launch Date 29 Dec 09 NAV (27 Jan 23) ₹61.384 ↓ -0.35 (-0.57 %) Net Assets (Cr) ₹30,472 on 31 Dec 22 Category Equity - ELSS AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.61 Sharpe Ratio -0.81 Information Ratio -0.99 Alpha Ratio -16.37 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Dec 17 ₹10,000 31 Dec 18 ₹10,267 31 Dec 19 ₹11,790 31 Dec 20 ₹14,209 31 Dec 21 ₹17,695 31 Dec 22 ₹15,577 Returns for Axis Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 23 Duration Returns 1 Month -5.9% 3 Month -7.1% 6 Month -3% 1 Year -10.4% 3 Year 7.1% 5 Year 7.6% 10 Year 15 Year Since launch 14.9% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Jinesh Gopani 1 Apr 11 11.76 Yr. Data below for Axis Long Term Equity Fund as on 31 Dec 22
Equity Sector Allocation
Sector Value Financial Services 33.6% Consumer Defensive 15.02% Basic Materials 12.74% Consumer Cyclical 9.66% Technology 9.27% Health Care 7.41% Communication Services 5.61% Utility 4.62% Industrials 1.78% Asset Allocation
Asset Class Value Cash 0.28% Equity 99.72% Top Securities Holdings / Portfolio
Name Holding Value Quantity Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 5403769% ₹2,838 Cr 7,050,939
↓ -29,507 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000349% ₹2,793 Cr 4,156,053
↓ -7,286 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS8% ₹2,417 Cr 7,126,918
↑ 201,640 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 11 | KOTAKBANK7% ₹2,295 Cr 11,789,401 Nestle India Ltd (Consumer Defensive)
Equity, Since 31 Aug 14 | NESTLEIND6% ₹1,907 Cr 944,803
↓ -1,115 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND6% ₹1,778 Cr 6,467,025 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 May 14 | NAUKRI6% ₹1,772 Cr 4,436,050
↑ 139,620 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFC5% ₹1,700 Cr 6,313,486
↓ -100,000 Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Jun 20 | 5329785% ₹1,484 Cr 9,124,620 Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 13 | 5327795% ₹1,460 Cr 27,148,236 4. Axis Focused 25 Fund
CAGR/Annualized return of 13.1% since its launch. Ranked 7 in Focused category. Return for 2022 was -14.5% , 2021 was 24% and 2020 was 21% . Axis Focused 25 Fund
Growth Launch Date 29 Jun 12 NAV (27 Jan 23) ₹36.76 ↓ -0.35 (-0.94 %) Net Assets (Cr) ₹16,724 on 31 Dec 22 Category Equity - Focused AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio -1.01 Information Ratio -1.28 Alpha Ratio -19.36 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 Dec 17 ₹10,000 31 Dec 18 ₹10,064 31 Dec 19 ₹11,538 31 Dec 20 ₹13,962 31 Dec 21 ₹17,313 31 Dec 22 ₹14,803 Returns for Axis Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 23 Duration Returns 1 Month -7.2% 3 Month -8.9% 6 Month -6.2% 1 Year -13.6% 3 Year 5.6% 5 Year 6.5% 10 Year 15 Year Since launch 13.1% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Jinesh Gopani 7 Jun 16 6.57 Yr. Hitesh Das 2 Nov 20 2.16 Yr. Data below for Axis Focused 25 Fund as on 31 Dec 22
Equity Sector Allocation
Sector Value Financial Services 30.19% Basic Materials 15.42% Technology 11.67% Consumer Defensive 8.74% Health Care 6.6% Communication Services 5.45% Consumer Cyclical 4.73% Energy 2.82% Utility 1.62% Asset Allocation
Asset Class Value Cash 0.17% Equity 99.61% Debt 0.22% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000349% ₹1,569 Cr 2,334,535
↓ -15,172 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 5403769% ₹1,564 Cr 3,885,119
↓ -6,989 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS8% ₹1,493 Cr 4,403,985
↑ 321,768 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND7% ₹1,330 Cr 4,838,013
↑ 45,611 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK7% ₹1,321 Cr 6,785,268
↓ -200,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 21 | ICICIBANK6% ₹998 Cr 10,469,936 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jul 16 | NAUKRI5% ₹976 Cr 2,443,464 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 18 | HDFC5% ₹844 Cr 3,134,248 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB5% ₹843 Cr 2,474,805
↓ -565,324 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | 5329784% ₹671 Cr 4,126,590
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