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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 January 26, 2020 , 2854 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 Focused 25 Fund Growth ₹31.12
↓ -0.06
₹9,1104.613.224.316.911.314.70.87
Axis Long Term Equity Fund Growth ₹49.9651
↓ -0.01
₹21,4734.113.323.815.910.114.80.89
Axis Bluechip Fund Growth ₹32.05
↓ -0.10
₹10,2123.210.821.3189.418.61.45
Axis Mid Cap Fund Growth ₹41.41
↑ 0.18
₹4,1417.218.82317.41011.30.66
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jan 20
Note: Ratio's shown as on 31 Dec 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 16.2% 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 (28 Jan 20) ₹31.12 ↓ -0.06   (-0.19 %)
Net Assets (Cr) ₹9,110 on 31 Dec 19
Category Equity - Focused
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.32
Sharpe Ratio 0.87
Information Ratio 0.4
Alpha Ratio 2.39
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
31 Dec 14₹10,000
31 Dec 15₹10,391
31 Dec 16₹10,864
31 Dec 17₹15,769
31 Dec 18₹15,870
31 Dec 19₹18,195

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 28 Jan 20

DurationReturns
1 Month 0.4%
3 Month 4.6%
6 Month 13.2%
1 Year 24.3%
3 Year 16.9%
5 Year 11.3%
10 Year
15 Year
Since launch 16.2%
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 163.48 Yr.

Data below for Axis Focused 25 Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services43.02%
Basic Materials12.02%
Consumer Cyclical10.68%
Consumer Defensive6.42%
Technology6.01%
Energy5.47%
Communication Services5.4%
Industrials2.64%
Health Care2.04%
Asset Allocation
Asset ClassValue
Cash4.51%
Equity95.49%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
9%₹804 Cr1,899,523
↑ 50,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
8%₹709 Cr4,206,457
↑ 200,000
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | 532978
8%₹702 Cr747,220
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | HDFCBANK
7%₹603 Cr4,738,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
6%₹585 Cr3,180,122
↑ 350,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
6%₹548 Cr2,534,738
Clearing Corporation Of India Ltd
CBLO | -
6%₹519 Cr
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
5%₹499 Cr3,293,000
↓ -899,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 18 | HDFC
5%₹478 Cr1,981,971
Asian Paints Ltd (Basic Materials)
Equity, Since 30 Nov 18 | 500820
5%₹442 Cr2,475,200

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 17.3% 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 (28 Jan 20) ₹49.9651 ↓ -0.01   (-0.03 %)
Net Assets (Cr) ₹21,473 on 31 Dec 19
Category Equity - ELSS
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.13
Sharpe Ratio 0.89
Information Ratio 0.52
Alpha Ratio 4.74
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Dec 14₹10,000
31 Dec 15₹10,670
31 Dec 16₹10,596
31 Dec 17₹14,563
31 Dec 18₹14,952
31 Dec 19₹17,169

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 ₹395,578.
Net Profit of ₹95,578
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 28 Jan 20

DurationReturns
1 Month 0.8%
3 Month 4.1%
6 Month 13.3%
1 Year 23.8%
3 Year 15.9%
5 Year 10.1%
10 Year
15 Year
Since launch 17.3%
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 118.67 Yr.

Data below for Axis Long Term Equity Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services43.25%
Consumer Cyclical14.14%
Consumer Defensive11.12%
Technology7.45%
Communication Services6.13%
Basic Materials5.99%
Industrials4.09%
Utility3.49%
Health Care1.7%
Asset Allocation
Asset ClassValue
Cash1.46%
Equity98.54%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
9%₹1,951 Cr4,606,153
↑ 100,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 11 | KOTAKBANK
8%₹1,810 Cr10,747,075
↑ 200,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
8%₹1,672 Cr13,140,750
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS
7%₹1,420 Cr6,568,129
↑ 20,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFC
7%₹1,411 Cr5,846,662
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
6%₹1,374 Cr7,475,645
Bandhan Bank Ltd (Financial Services)
Equity, Since 31 Mar 18 | 541153
6%₹1,181 Cr23,238,395
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 10 | MARUTI
5%₹1,180 Cr1,600,870
↑ 125,000
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND
5%₹1,155 Cr8,329,997
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 May 14 | NAUKRI
5%₹1,109 Cr4,383,102
↑ 20,000

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 12.3% 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 (28 Jan 20) ₹32.05 ↓ -0.10   (-0.31 %)
Net Assets (Cr) ₹10,212 on 31 Dec 19
Category Equity - Large Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.3
Sharpe Ratio 1.45
Information Ratio 0.84
Alpha Ratio 6.79
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 Dec 14₹10,000
31 Dec 15₹9,876
31 Dec 16₹9,518
31 Dec 17₹13,138
31 Dec 18₹13,998
31 Dec 19₹16,598

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 ₹385,859.
Net Profit of ₹85,859
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 28 Jan 20

DurationReturns
1 Month -0.8%
3 Month 3.2%
6 Month 10.8%
1 Year 21.3%
3 Year 18%
5 Year 9.4%
10 Year
15 Year
Since launch 12.3%
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 163.1 Yr.

Data below for Axis Bluechip Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services43.33%
Consumer Defensive11.06%
Technology8.71%
Basic Materials5.66%
Energy4.97%
Consumer Cyclical4.37%
Industrials1.36%
Communication Services1.21%
Health Care0.88%
Asset Allocation
Asset ClassValue
Cash16.42%
Equity83.58%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Ltd
CBLO | -
18%₹1,819 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
9%₹907 Cr7,130,000
↑ 400,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK
8%₹854 Cr5,070,000
↑ 740,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
8%₹822 Cr15,255,000
↑ 1,166,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 500034
8%₹808 Cr1,909,000
↑ 193,436
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE
5%₹507 Cr3,350,000
↓ -1,350,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
5%₹495 Cr2,690,000
↑ 246,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFC
5%₹484 Cr2,005,000
↑ 75,000
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY
4%₹426 Cr5,825,140
↓ -492,242
Asian Paints Ltd (Basic Materials)
Equity, Since 31 Aug 16 | 500820
4%₹419 Cr2,350,000
↑ 170,000

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 17.2% 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 (28 Jan 20) ₹41.41 ↑ 0.18   (0.44 %)
Net Assets (Cr) ₹4,141 on 31 Dec 19
Category Equity - Mid Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.43
Sharpe Ratio 0.66
Information Ratio 1.27
Alpha Ratio 11.05
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
31 Dec 14₹10,000
31 Dec 15₹10,085
31 Dec 16₹9,771
31 Dec 17₹13,873
31 Dec 18₹14,360
31 Dec 19₹15,986

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 28 Jan 20

DurationReturns
1 Month 4.2%
3 Month 7.2%
6 Month 18.8%
1 Year 23%
3 Year 17.4%
5 Year 10%
10 Year
15 Year
Since launch 17.2%
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 163.02 Yr.

Data below for Axis Mid Cap Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services25.36%
Consumer Cyclical15.79%
Industrials12.34%
Basic Materials8.24%
Health Care5.57%
Communication Services5.23%
Consumer Defensive4.61%
Technology3.99%
Utility3.34%
Asset Allocation
Asset ClassValue
Cash16.26%
Equity83.74%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Ltd
CBLO | -
15%₹570 Cr
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 May 17 | NAUKRI
5%₹202 Cr767,000
City Union Bank Ltd (Financial Services)
Equity, Since 31 May 15 | CUB
5%₹187 Cr8,300,000
↑ 90,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
4%₹168 Cr923,055
Voltas Ltd (Industrials)
Equity, Since 31 May 17 | VOLTAS
4%₹163 Cr2,325,000
↑ 365,000
Astral Poly Technik Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL
4%₹163 Cr1,436,148
↑ 51,148
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | 500034
4%₹161 Cr395,641
↑ 25,641
Bata India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 18 | 500043
3%₹133 Cr819,000
↓ -101,000
Indraprastha Gas Ltd (Utilities)
Equity, Since 30 Nov 17 | 532514
3%₹129 Cr3,120,000
↑ 300,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN
3%₹129 Cr4,130,000
↑ 240,000

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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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