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Top 4 Best Equity Funds by Axis Mutual Fund 2025 | Fincash

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4 Best Equity Funds by Axis Mutual Fund 2025

Updated on May 14, 2025 , 44326 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 (%)2024 (%)Sharpe Ratio
Axis Mid Cap Fund Growth ₹109.06
↑ 0.80
₹28,06312.42.210.721.825.5300.3
Axis Long Term Equity Fund Growth ₹95.2883
↑ 0.21
₹34,17694.611.416.61917.40.04
Axis Bluechip Fund Growth ₹60.21
↓ -0.03
₹32,3497.45.49.514.917.913.7-0.09
Axis Focused 25 Fund Growth ₹54.6
↑ 0.11
₹12,34710.65.311.513.117.614.8-0.11
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 May 25
Note: Ratio's shown as on 31 Mar 25
*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 18.3% since its launch.  Ranked 41 in Mid Cap category.  Return for 2024 was 30% , 2023 was 29.6% and 2022 was -5.1% .

Below is the key information for Axis Mid Cap Fund

Axis Mid Cap Fund
Growth
Launch Date 18 Feb 11
NAV (16 May 25) ₹109.06 ↑ 0.80   (0.74 %)
Net Assets (Cr) ₹28,063 on 31 Mar 25
Category Equity - Mid Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.61
Sharpe Ratio 0.3
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
30 Apr 20₹10,000
30 Apr 21₹15,266
30 Apr 22₹18,259
30 Apr 23₹18,524
30 Apr 24₹26,426
30 Apr 25₹28,726

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 ₹570,326.
Net Profit of ₹270,326
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 May 25

DurationReturns
1 Month 7.7%
3 Month 12.4%
6 Month 2.2%
1 Year 10.7%
3 Year 21.8%
5 Year 25.5%
10 Year
15 Year
Since launch 18.3%
Historical performance (Yearly) on absolute basis
YearReturns
2024 30%
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%
Fund Manager information for Axis Mid Cap Fund
NameSinceTenure
Shreyash Devalkar23 Nov 168.44 Yr.
Nitin Arora3 Aug 231.74 Yr.
Krishnaa N1 Mar 241.17 Yr.

Data below for Axis Mid Cap Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Consumer Cyclical19.74%
Financial Services15.59%
Health Care12%
Industrials11.8%
Basic Materials10.84%
Technology10.7%
Real Estate3.35%
Communication Services3.05%
Utility1.36%
Energy0.87%
Consumer Defensive0.65%
Asset Allocation
Asset ClassValue
Cash10.05%
Equity89.95%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 22 | 532843
3%₹912 Cr13,299,371
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 500850
3%₹892 Cr11,322,169
Coromandel International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | 506395
3%₹862 Cr3,893,484
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT
3%₹746 Cr1,401,483
↓ -61,551
Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA
2%₹694 Cr4,111,208
Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Jun 23 | SOLARINDS
2%₹666 Cr505,242
↑ 2,012
JK Cement Ltd (Basic Materials)
Equity, Since 31 Jan 20 | JKCEMENT
2%₹623 Cr1,219,314
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 23 | FEDERALBNK
2%₹621 Cr31,591,358
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Oct 23 | DIXON
2%₹581 Cr352,870
↑ 11,428
Lupin Ltd (Healthcare)
Equity, Since 31 Jan 24 | 500257
2%₹577 Cr2,754,067
↓ -163,179

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 15.8% since its launch.  Ranked 20 in ELSS category.  Return for 2024 was 17.4% , 2023 was 22% and 2022 was -12% .

Below is the key information for Axis Long Term Equity Fund

Axis Long Term Equity Fund
Growth
Launch Date 29 Dec 09
NAV (16 May 25) ₹95.2883 ↑ 0.21   (0.22 %)
Net Assets (Cr) ₹34,176 on 31 Mar 25
Category Equity - ELSS
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.55
Sharpe Ratio 0.04
Information Ratio -0.67
Alpha Ratio -0.08
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Apr 20₹10,000
30 Apr 21₹14,351
30 Apr 22₹15,788
30 Apr 23₹15,183
30 Apr 24₹20,164
30 Apr 25₹21,745

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 ₹493,520.
Net Profit of ₹193,520
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 May 25

DurationReturns
1 Month 5%
3 Month 9%
6 Month 4.6%
1 Year 11.4%
3 Year 16.6%
5 Year 19%
10 Year
15 Year
Since launch 15.8%
Historical performance (Yearly) on absolute basis
YearReturns
2024 17.4%
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%
Fund Manager information for Axis Long Term Equity Fund
NameSinceTenure
Shreyash Devalkar4 Aug 231.74 Yr.
Ashish Naik3 Aug 231.74 Yr.

Data below for Axis Long Term Equity Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Financial Services30.79%
Consumer Cyclical13.4%
Health Care9.29%
Industrials9.16%
Basic Materials7.92%
Technology7.17%
Communication Services5.57%
Consumer Defensive5.47%
Utility3.45%
Energy1.7%
Real Estate1.15%
Asset Allocation
Asset ClassValue
Cash4.81%
Equity95.19%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
9%₹3,013 Cr15,654,121
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | ICICIBANK
6%₹2,021 Cr14,164,571
↑ 368,496
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 23 | BHARTIARTL
4%₹1,535 Cr8,233,062
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
4%₹1,440 Cr1,667,319
↓ -150,601
Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 13 | 532779
3%₹1,207 Cr7,843,508
↓ -167,374
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS
3%₹1,119 Cr3,240,264
↓ -29,317
Infosys Ltd (Technology)
Equity, Since 31 May 24 | INFY
3%₹926 Cr6,174,136
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M
2%₹834 Cr2,847,008
↓ -131,665
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | 543320
2%₹807 Cr34,692,799
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND
2%₹766 Cr2,524,224

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 12.4% since its launch.  Ranked 58 in Large Cap category.  Return for 2024 was 13.7% , 2023 was 17.4% and 2022 was -5.7% .

Below is the key information for Axis Bluechip Fund

Axis Bluechip Fund
Growth
Launch Date 5 Jan 10
NAV (16 May 25) ₹60.21 ↓ -0.03   (-0.05 %)
Net Assets (Cr) ₹32,349 on 31 Mar 25
Category Equity - Large Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.55
Sharpe Ratio -0.09
Information Ratio -1.16
Alpha Ratio -2.13
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
30 Apr 20₹10,000
30 Apr 21₹13,740
30 Apr 22₹15,270
30 Apr 23₹15,234
30 Apr 24₹19,528
30 Apr 25₹20,894

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 ₹470,047.
Net Profit of ₹170,047
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 May 25

DurationReturns
1 Month 5%
3 Month 7.4%
6 Month 5.4%
1 Year 9.5%
3 Year 14.9%
5 Year 17.9%
10 Year
15 Year
Since launch 12.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024 13.7%
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%
Fund Manager information for Axis Bluechip Fund
NameSinceTenure
Shreyash Devalkar23 Nov 168.44 Yr.
Jayesh Sundar4 Nov 240.49 Yr.
Krishnaa N1 Mar 241.17 Yr.

Data below for Axis Bluechip Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Financial Services31.74%
Consumer Cyclical11.32%
Health Care7.78%
Communication Services6.97%
Industrials6.64%
Consumer Defensive6.64%
Technology6.33%
Energy5.19%
Basic Materials4.41%
Utility1.32%
Real Estate0.13%
Asset Allocation
Asset ClassValue
Cash5.41%
Equity94.21%
Debt0.37%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
9%₹3,016 Cr15,669,944
↓ -1,480,257
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
9%₹2,927 Cr20,510,750
↓ -642,486
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL
6%₹1,835 Cr9,844,353
↓ -591,840
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE
5%₹1,697 Cr12,077,598
↑ 4,606,299
Nifty May 2025 Future
- | -
5%₹1,589 Cr650,550
↑ 650,550
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 500034
5%₹1,517 Cr1,756,495
↓ -79,253
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY
4%₹1,168 Cr7,786,773
↓ -1,182,590
State Bank of India (Financial Services)
Equity, Since 31 May 21 | SBIN
3%₹1,042 Cr13,212,418
↑ 2,495,363
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M
3%₹972 Cr3,317,434
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK
3%₹970 Cr4,392,546
↑ 86,459

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 14.1% since its launch.  Ranked 7 in Focused category.  Return for 2024 was 14.8% , 2023 was 17.2% and 2022 was -14.5% .

Below is the key information for Axis Focused 25 Fund

Axis Focused 25 Fund
Growth
Launch Date 29 Jun 12
NAV (16 May 25) ₹54.6 ↑ 0.11   (0.20 %)
Net Assets (Cr) ₹12,347 on 31 Mar 25
Category Equity - Focused
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.69
Sharpe Ratio -0.11
Information Ratio -1.24
Alpha Ratio -2.34
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
30 Apr 20₹10,000
30 Apr 21₹14,646
30 Apr 22₹16,115
30 Apr 23₹14,769
30 Apr 24₹19,077
30 Apr 25₹20,265

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 ₹470,047.
Net Profit of ₹170,047
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 May 25

DurationReturns
1 Month 5.5%
3 Month 10.6%
6 Month 5.3%
1 Year 11.5%
3 Year 13.1%
5 Year 17.6%
10 Year
15 Year
Since launch 14.1%
Historical performance (Yearly) on absolute basis
YearReturns
2024 14.8%
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%
Fund Manager information for Axis Focused 25 Fund
NameSinceTenure
Sachin Relekar1 Feb 241.24 Yr.
Krishnaa N1 Mar 241.17 Yr.

Data below for Axis Focused 25 Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Financial Services35.45%
Consumer Cyclical9.89%
Health Care9.61%
Industrials9.11%
Communication Services8.95%
Technology5.76%
Basic Materials4.76%
Utility4.43%
Real Estate3%
Consumer Defensive1.32%
Asset Allocation
Asset ClassValue
Cash7.72%
Equity92.28%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 21 | ICICIBANK
10%₹1,225 Cr8,584,867
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
8%₹1,059 Cr5,502,629
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
6%₹786 Cr909,985
↑ 39,200
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 23 | BHARTIARTL
6%₹772 Cr4,138,784
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
6%₹730 Cr2,113,502
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND
5%₹603 Cr1,987,953
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 22 | CHOLAFIN
5%₹603 Cr4,039,282
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB
5%₹599 Cr983,954
Torrent Power Ltd (Utilities)
Equity, Since 28 Feb 21 | 532779
4%₹561 Cr3,647,446
↓ -196,200
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 24 | 543320
4%₹514 Cr22,098,304

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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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