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Top 4 Best Equity Funds by Axis Mutual Fund 2019 | Fincash

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4 Best Equity Funds by Axis Mutual Fund 2019

Updated on July 14, 2019 , 893 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 (%)2018 (%)Sharpe Ratio
Axis Focused 25 Fund Growth ₹28.15
↑ 0.17
₹7,5841.68.9-0.514.6140.6-0.1
Axis Long Term Equity Fund Growth ₹45.4157
↑ 0.17
₹19,1091.79.73.412.214.12.7-0.01
Axis Bluechip Fund Growth ₹29.5
↑ 0.17
₹5,1442.910.25.313.811.76.50.45
Axis Mid Cap Fund Growth ₹36.12
↑ 0.19
₹2,282-0.944.512.412.33.5-0.07
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Jul 19
Note: Ratio's shown as on 30 Apr 19

1. 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 15.8% since its launch.  Ranked 7 in Focused category.  Return for 2018 was 0.6% , 2017 was 45.2% and 2016 was 4.6% .

Below is the key information for Axis Focused 25 Fund

Axis Focused 25 Fund
Growth
Launch Date 29 Jun 12
NAV (16 Jul 19) ₹28.15 ↑ 0.17   (0.61 %)
Net Assets (Cr) ₹7,584 on 30 Apr 19
Category Equity - Focused
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.73
Sharpe Ratio -0.1
Information Ratio 0.12
Alpha Ratio -10.65
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 14₹10,000
30 Jun 15₹12,387
30 Jun 16₹12,572
30 Jun 17₹15,670
30 Jun 18₹18,741
30 Jun 19₹19,555

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 ₹436,710.
Net Profit of ₹136,710
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 16 Jul 19

DurationReturns
1 Month -1%
3 Month 1.6%
6 Month 8.9%
1 Year -0.5%
3 Year 14.6%
5 Year 14%
10 Year
15 Year
Since launch 15.8%
Historical performance (Yearly) on absolute basis
YearReturns
2018 0.6%
2017 45.2%
2016 4.6%
2015 3.9%
2014 38.8%
2013 5.8%
2012
2011
2010
2009
Fund Manager information for Axis Focused 25 Fund
NameSinceTenure
Jinesh Gopani7 Jun 162.65 Yr.

Data below for Axis Focused 25 Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services47.17%
Technology13.89%
Consumer Cyclical12.51%
Basic Materials12.02%
Consumer Defensive4.74%
Energy4.03%
Industrials3.13%
Asset Allocation
Asset ClassValue
Cash0.84%
Equity99.16%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | HDFCBANK
9%₹709 Cr2,899,700
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
9%₹695 Cr4,706,457
↑ 100,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
8%₹668 Cr1,814,304
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
7%₹594 Cr2,668,709
↑ 100,000
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | 532978
7%₹556 Cr652,050
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 18 | HDFC
6%₹509 Cr2,322,956
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND
5%₹425 Cr3,503,558
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 16 | MARUTI
5%₹395 Cr604,808
↑ 53,348
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
5%₹382 Cr2,730,122
Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | 509930
5%₹378 Cr3,296,957
↓ -95,555

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 17.2% since its launch.  Ranked 20 in ELSS category.  Return for 2018 was 2.7% , 2017 was 37.4% and 2016 was -0.7% .

Below is the key information for Axis Long Term Equity Fund

Axis Long Term Equity Fund
Growth
Launch Date 29 Dec 09
NAV (16 Jul 19) ₹45.4157 ↑ 0.17   (0.38 %)
Net Assets (Cr) ₹19,109 on 30 Apr 19
Category Equity - ELSS
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.49
Sharpe Ratio -0.01
Information Ratio -0.21
Alpha Ratio -3.14
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Jun 14₹10,000
30 Jun 15₹13,343
30 Jun 16₹13,690
30 Jun 17₹15,916
30 Jun 18₹18,696
30 Jun 19₹19,944

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 16 Jul 19

DurationReturns
1 Month -0.1%
3 Month 1.7%
6 Month 9.7%
1 Year 3.4%
3 Year 12.2%
5 Year 14.1%
10 Year
15 Year
Since launch 17.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2009
Fund Manager information for Axis Long Term Equity Fund
NameSinceTenure
Jinesh Gopani1 Apr 117.84 Yr.

Data below for Axis Long Term Equity Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services44.71%
Consumer Cyclical17.11%
Technology13.24%
Basic Materials7.03%
Consumer Defensive6.8%
Industrials4.65%
Utility3.74%
Health Care1.47%
Asset Allocation
Asset ClassValue
Cash1.38%
Equity98.62%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
10%₹1,899 Cr5,158,706
↓ -14,996
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 11 | KOTAKBANK
9%₹1,693 Cr11,464,075
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS
8%₹1,630 Cr7,318,090
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
8%₹1,587 Cr6,492,875
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND
7%₹1,304 Cr10,738,614
↓ -58,272
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFC
6%₹1,254 Cr5,722,008
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
5%₹989 Cr7,072,886
↑ 100,000
GRUH Finance Ltd (Financial Services)
Equity, Since 31 May 11 | 511288
5%₹987 Cr35,762,188
Info Edge (India) Ltd (Technology)
Equity, Since 31 May 14 | NAUKRI
5%₹950 Cr4,226,281
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 10 | MARUTI
5%₹911 Cr1,393,397
↑ 44,369

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 12% since its launch.  Ranked 58 in Large Cap category.  Return for 2018 was 6.5% , 2017 was 38% and 2016 was -3.6% .

Below is the key information for Axis Bluechip Fund

Axis Bluechip Fund
Growth
Launch Date 5 Jan 10
NAV (16 Jul 19) ₹29.5 ↑ 0.17   (0.58 %)
Net Assets (Cr) ₹5,144 on 30 Apr 19
Category Equity - Large Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 0.45
Information Ratio -0.12
Alpha Ratio -1.02
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 14₹10,000
30 Jun 15₹11,283
30 Jun 16₹11,405
30 Jun 17₹12,980
30 Jun 18₹15,819
30 Jun 19₹17,475

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 ₹405,518.
Net Profit of ₹105,518
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 16 Jul 19

DurationReturns
1 Month -0.7%
3 Month 2.9%
6 Month 10.2%
1 Year 5.3%
3 Year 13.8%
5 Year 11.7%
10 Year
15 Year
Since launch 12%
Historical performance (Yearly) on absolute basis
YearReturns
2018 6.5%
2017 38%
2016 -3.6%
2015 -1.2%
2014 40.8%
2013 13.5%
2012 31.7%
2011 -22.6%
2010
2009
Fund Manager information for Axis Bluechip Fund
NameSinceTenure
Shreyash Devalkar23 Nov 162.19 Yr.

Data below for Axis Bluechip Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services44.08%
Technology12.49%
Consumer Defensive9.36%
Basic Materials5.74%
Consumer Cyclical5.2%
Industrials4.16%
Energy2.92%
Health Care1.67%
Communication Services0.91%
Asset Allocation
Asset ClassValue
Cash11.51%
Equity88.49%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Ltd
CBLO | -
13%₹745 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
10%₹563 Cr2,320,000
↑ 120,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK
9%₹510 Cr3,350,000
↑ 190,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 500034
9%₹503 Cr1,450,000
↑ 11,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
8%₹479 Cr2,180,000
↑ 120,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
6%₹322 Cr7,598,079
↑ 48,079
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFC
5%₹288 Cr1,320,000
↑ 290,000
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY
4%₹239 Cr3,240,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 18 | LT
4%₹239 Cr1,533,300
↑ 233,300
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
4%₹226 Cr1,710,893
↑ 190,893

4. 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 16.5% since its launch.  Ranked 41 in Mid Cap category.  Return for 2018 was 3.5% , 2017 was 42% and 2016 was -3.1% .

Below is the key information for Axis Mid Cap Fund

Axis Mid Cap Fund
Growth
Launch Date 18 Feb 11
NAV (16 Jul 19) ₹36.12 ↑ 0.19   (0.53 %)
Net Assets (Cr) ₹2,282 on 30 Apr 19
Category Equity - Mid Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.69
Sharpe Ratio -0.07
Information Ratio 0.38
Alpha Ratio 9.37
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 14₹10,000
30 Jun 15₹12,567
30 Jun 16₹12,303
30 Jun 17₹14,357
30 Jun 18₹16,626
30 Jun 19₹17,980

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 ₹415,684.
Net Profit of ₹115,684
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 16 Jul 19

DurationReturns
1 Month -0.9%
3 Month -0.9%
6 Month 4%
1 Year 4.5%
3 Year 12.4%
5 Year 12.3%
10 Year
15 Year
Since launch 16.5%
Historical performance (Yearly) on absolute basis
YearReturns
2018 3.5%
2017 42%
2016 -3.1%
2015 0.8%
2014 76.5%
2013 4.1%
2012 52.6%
2011
2010
2009
Fund Manager information for Axis Mid Cap Fund
NameSinceTenure
Shreyash Devalkar23 Nov 162.52 Yr.

Data below for Axis Mid Cap Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services31.14%
Consumer Cyclical18.46%
Technology8.82%
Basic Materials7.83%
Health Care6.18%
Industrials5.65%
Consumer Defensive4.59%
Utility1.94%
Asset Allocation
Asset ClassValue
Cash11.74%
Equity88.26%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Ltd
CBLO | -
16%₹406 Cr
Info Edge (India) Ltd (Technology)
Equity, Since 31 May 17 | NAUKRI
5%₹136 Cr660,983
↑ 80,983
City Union Bank Ltd (Financial Services)
Equity, Since 31 May 15 | CUB
5%₹131 Cr6,180,061
↑ 231,061
GRUH Finance Ltd (Financial Services)
Equity, Since 31 Aug 15 | 511288
5%₹131 Cr4,115,000
Net Receivables / (Payables)
Net Current Assets | -
5%-₹127 Cr
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
5%₹117 Cr884,362
↑ 74,362
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | 500034
4%₹110 Cr318,000
Nifty 50 Index June 2019 Future
- | -
4%₹93 Cr77,775
↑ 77,775
Astral Poly Technik Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | ASTRAL
4%₹91 Cr688,221
↑ 23,063
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | HDFCBANK
4%₹91 Cr374,000

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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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