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4 Best Equity Funds by Axis Mutual Fund 2019
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
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2018 (%) Sharpe Ratio Axis Focused 25 Fund Growth ₹30.44
↑ 0.18 ₹8,800 10.9 6.5 14.8 18.5 13 0.6 1.24 Axis Long Term Equity Fund Growth ₹48.4928
↑ 0.42 ₹21,492 9.5 5.9 13.3 16.2 11.6 2.7 1.36 Axis Bluechip Fund Growth ₹31.8
↑ 0.12 ₹8,749 9.1 6.4 18 19.6 10.8 6.5 1.77 Axis Mid Cap Fund Growth ₹39.55
↑ 0.24 ₹3,551 11.2 7.8 13.6 17.3 10.6 3.5 1.09 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Dec 19 Note: Ratio's shown as on 31 Oct 19
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 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 (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 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 1. Axis Focused 25 Fund
CAGR/Annualized return of 16.1% since its launch. Ranked 7 in Focused category. Return for 2018 was 0.6% , 2017 was 45.2% and 2016 was 4.6% . Axis Focused 25 Fund
Growth Launch Date 29 Jun 12 NAV (13 Dec 19) ₹30.44 ↑ 0.18 (0.59 %) Net Assets (Cr) ₹8,800 on 31 Oct 19 Category Equity - Focused AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.32 Sharpe Ratio 1.24 Information Ratio 0.24 Alpha Ratio 5.78 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.
Date Value 30 Nov 14 ₹10,000 30 Nov 15 ₹10,194 30 Nov 16 ₹11,060 30 Nov 17 ₹14,976 30 Nov 18 ₹15,601 30 Nov 19 ₹17,962 Returns for Axis Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Dec 19 Duration Returns 1 Month 0.1% 3 Month 10.9% 6 Month 6.5% 1 Year 14.8% 3 Year 18.5% 5 Year 13% 10 Year 15 Year Since launch 16.1% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Jinesh Gopani 7 Jun 16 3.4 Yr. Data below for Axis Focused 25 Fund as on 31 Oct 19
Equity Sector Allocation
Sector Value Financial Services 42.57% Basic Materials 13.17% Consumer Cyclical 11.37% Technology 7.38% Consumer Defensive 6.42% Industrials 5.83% Energy 5.04% Communication Services 4.83% Health Care 1.41% Asset Allocation
Asset Class Value Cash 1.99% Equity 98.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | HDFCBANK9% ₹799 Cr 6,490,492
↑ 520,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000348% ₹693 Cr 1,721,318
↓ -357,265 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK7% ₹631 Cr 4,006,457 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | 5329787% ₹608 Cr 747,220 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS7% ₹575 Cr 2,534,738
↑ 207,822 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 5403766% ₹565 Cr 2,830,122 Asian Paints Ltd (Basic Materials)
Equity, Since 30 Nov 18 | 5008206% ₹484 Cr 2,676,200 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND5% ₹450 Cr 3,207,659
↓ -295,899 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE5% ₹444 Cr 3,031,000
↑ 1,532,000 Bandhan Bank Ltd (Financial Services)
Equity, Since 31 Oct 19 | 5411535% ₹431 Cr 7,044,854
↓ -7,219,050,010 2. Axis Long Term Equity Fund
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% . Axis Long Term Equity Fund
Growth Launch Date 29 Dec 09 NAV (13 Dec 19) ₹48.4928 ↑ 0.42 (0.87 %) Net Assets (Cr) ₹21,492 on 31 Oct 19 Category Equity - ELSS AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.13 Sharpe Ratio 1.36 Information Ratio 0.4 Alpha Ratio 8.46 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Nov 14 ₹10,000 30 Nov 15 ₹10,623 30 Nov 16 ₹11,044 30 Nov 17 ₹14,188 30 Nov 18 ₹15,013 30 Nov 19 ₹17,155 Returns for Axis Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Dec 19 Duration Returns 1 Month -0.7% 3 Month 9.5% 6 Month 5.9% 1 Year 13.3% 3 Year 16.2% 5 Year 11.6% 10 Year 15 Year Since launch 17.2% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Jinesh Gopani 1 Apr 11 7.84 Yr. Data below for Axis Long Term Equity Fund as on 31 Oct 19
Equity Sector Allocation
Sector Value Financial Services 41.02% Consumer Cyclical 14.2% Consumer Defensive 11.21% Technology 7.96% Basic Materials 5.48% Communication Services 5.47% Industrials 5.23% Utility 3.35% Health Care 1.4% Real Estate 0% Asset Allocation
Asset Class Value Cash 4.67% Equity 95.33% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000348% ₹1,743 Cr 4,326,666
↓ -488,842 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 11 | KOTAKBANK8% ₹1,720 Cr 10,922,075 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK8% ₹1,675 Cr 13,615,750
↑ 820,000 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 5403767% ₹1,491 Cr 7,475,645
↑ 150,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS7% ₹1,486 Cr 6,548,129
↑ 341,712 Bandhan Bank Ltd (Financial Services)
Equity, Since 31 Mar 18 | 5411537% ₹1,423 Cr 23,238,395
↓ -20,982,404,373 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFC5% ₹1,180 Cr 5,536,662
↓ -250,000 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND5% ₹1,178 Cr 8,402,218
↓ -2,217,725 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 May 14 | NAUKRI5% ₹1,175 Cr 4,574,049
↑ 50,000 Clearing Corporation Of India Ltd
CBLO | -5% ₹1,076 Cr 3. Axis Bluechip Fund
CAGR/Annualized return of 12.3% since its launch. Ranked 58 in Large Cap category. Return for 2018 was 6.5% , 2017 was 38% and 2016 was -3.6% . Axis Bluechip Fund
Growth Launch Date 5 Jan 10 NAV (13 Dec 19) ₹31.8 ↑ 0.12 (0.38 %) Net Assets (Cr) ₹8,749 on 31 Oct 19 Category Equity - Large Cap AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.3 Sharpe Ratio 1.77 Information Ratio 0.5 Alpha Ratio 9.82 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.
Date Value 30 Nov 14 ₹10,000 30 Nov 15 ₹9,619 30 Nov 16 ₹9,569 30 Nov 17 ₹12,431 30 Nov 18 ₹13,635 30 Nov 19 ₹16,051 Returns for Axis Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Dec 19 Duration Returns 1 Month 1% 3 Month 9.1% 6 Month 6.4% 1 Year 18% 3 Year 19.6% 5 Year 10.8% 10 Year 15 Year Since launch 12.3% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Shreyash Devalkar 23 Nov 16 2.77 Yr. Data below for Axis Bluechip Fund as on 31 Oct 19
Equity Sector Allocation
Sector Value Financial Services 40.98% Consumer Defensive 12.38% Technology 9.55% Energy 6.58% Basic Materials 6.43% Consumer Cyclical 3.99% Industrials 2.91% Health Care 0.98% Asset Allocation
Asset Class Value Cash 11.27% Equity 88.73% Top Securities Holdings / Portfolio
Name Holding Value Quantity Clearing Corporation Of India Ltd
CBLO | -16% ₹1,364 Cr HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK9% ₹792 Cr 6,440,000
↑ 425,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK8% ₹672 Cr 4,270,000
↓ -130,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK7% ₹652 Cr 14,089,000
↓ -770,375 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 5000347% ₹650 Cr 1,613,000
↓ -61,293 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE7% ₹575 Cr 3,930,000
↓ -70,000 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 5403765% ₹475 Cr 2,379,000
↑ 38,776 Net Receivables / (Payables)
Net Current Assets | -5% -₹461 Cr Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY5% ₹433 Cr 6,317,382
↓ -2,382,618 Future on Nifty 50 Index
- | -4% ₹343 Cr 287,925
↑ 287,925 4. Axis Mid Cap Fund
CAGR/Annualized return of 16.9% since its launch. Ranked 41 in Mid Cap category. Return for 2018 was 3.5% , 2017 was 42% and 2016 was -3.1% . Axis Mid Cap Fund
Growth Launch Date 18 Feb 11 NAV (13 Dec 19) ₹39.55 ↑ 0.24 (0.61 %) Net Assets (Cr) ₹3,551 on 31 Oct 19 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 2.43 Sharpe Ratio 1.09 Information Ratio 1.22 Alpha Ratio 13.23 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.
Date Value 30 Nov 14 ₹10,000 30 Nov 15 ₹10,429 30 Nov 16 ₹10,325 30 Nov 17 ₹13,830 30 Nov 18 ₹14,371 30 Nov 19 ₹16,524 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Dec 19 Duration Returns 1 Month 0.9% 3 Month 11.2% 6 Month 7.8% 1 Year 13.6% 3 Year 17.3% 5 Year 10.6% 10 Year 15 Year Since launch 16.9% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Shreyash Devalkar 23 Nov 16 2.52 Yr. Data below for Axis Mid Cap Fund as on 31 Oct 19
Equity Sector Allocation
Sector Value Financial Services 26.61% Consumer Cyclical 16.94% Industrials 12.44% Basic Materials 9.07% Communication Services 5.55% Consumer Defensive 5.18% Health Care 5% Technology 4.34% Utility 3.11% Asset Allocation
Asset Class Value Cash 10.73% Equity 89.27% Top Securities Holdings / Portfolio
Name Holding Value Quantity Clearing Corporation Of India Ltd
CBLO | -10% ₹368 Cr Info Edge (India) Ltd (Communication Services)
Equity, Since 31 May 17 | NAUKRI6% ₹197 Cr 767,000
↑ 16,000 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 5403765% ₹184 Cr 923,055 City Union Bank Ltd (Financial Services)
Equity, Since 31 May 15 | CUB5% ₹174 Cr 8,210,000
↑ 669,501 Bata India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 18 | 5000435% ₹166 Cr 920,000
↑ 40,000 Astral Poly Technik Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL4% ₹155 Cr 1,385,000
↑ 193,686 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | 5000344% ₹149 Cr 370,000 Voltas Ltd (Industrials)
Equity, Since 31 May 17 | VOLTAS4% ₹139 Cr 1,960,000
↑ 160,000 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN3% ₹119 Cr 3,890,000
↑ 190,000 Indraprastha Gas Ltd (Utilities)
Equity, Since 30 Nov 17 | 5325143% ₹110 Cr 2,820,000
↑ 470,000
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