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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 ₹29.91
↑ 0.15 ₹7,841 6.5 8.5 18.2 14.1 14.9 0.6 -0.58 Axis Long Term Equity Fund Growth ₹48.0012
↑ 0.21 ₹19,236 6.1 8.4 20.4 13 13.9 2.7 -0.41 Axis Bluechip Fund Growth ₹31.41
↑ 0.12 ₹7,005 6.7 10 24.5 15.5 12.4 6.5 -0.1 Axis Mid Cap Fund Growth ₹38.64
↑ 0.30 ₹2,819 7.7 6.4 17.3 12.2 12.5 3.5 -0.63 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Oct 19 Note: Ratio's shown as on 31 Aug 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 16.2% 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 (18 Oct 19) ₹29.91 ↑ 0.15 (0.50 %) Net Assets (Cr) ₹7,841 on 31 Aug 19 Category Equity - Focused AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.73 Sharpe Ratio -0.58 Information Ratio 0.24 Alpha Ratio -2.6 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 Sep 14 ₹10,000 30 Sep 15 ₹11,274 30 Sep 16 ₹12,859 30 Sep 17 ₹15,861 30 Sep 18 ₹17,349 30 Sep 19 ₹19,058 Returns for Axis Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Oct 19 Duration Returns 1 Month 10.7% 3 Month 6.5% 6 Month 8.5% 1 Year 18.2% 3 Year 14.1% 5 Year 14.9% 10 Year 15 Year Since launch 16.2% 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 3.23 Yr. Data below for Axis Focused 25 Fund as on 31 Aug 19
Equity Sector Allocation
Sector Value Financial Services 42.01% Technology 14.21% Basic Materials 13.9% Consumer Cyclical 13.32% Consumer Defensive 5.47% Health Care 3% Industrials 2.42% Energy 2.39% Asset Allocation
Asset Class Value Cash 5.43% Equity 94.57% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000349% ₹693 Cr 2,078,583
↑ 120,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | HDFCBANK8% ₹665 Cr 2,985,246
↑ 400,546 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK7% ₹574 Cr 4,006,457
↓ -700,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS7% ₹571 Cr 2,526,916
↓ -272,089 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | 5329787% ₹532 Cr 747,220
↑ 25,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 18 | HDFC6% ₹499 Cr 2,303,287 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND6% ₹483 Cr 3,503,558 Asian Paints Ltd (Basic Materials)
Equity, Since 30 Nov 18 | 5008206% ₹433 Cr 2,676,200
↑ 200,000 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 5403765% ₹429 Cr 2,730,122 Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | 5099305% ₹371 Cr 3,352,718 2. Axis Long Term Equity Fund
CAGR/Annualized return of 17.4% 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 (18 Oct 19) ₹48.0012 ↑ 0.21 (0.45 %) Net Assets (Cr) ₹19,236 on 31 Aug 19 Category Equity - ELSS AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.49 Sharpe Ratio -0.41 Information Ratio 0.28 Alpha Ratio 3.63 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Sep 14 ₹10,000 30 Sep 15 ₹11,799 30 Sep 16 ₹12,743 30 Sep 17 ₹14,914 30 Sep 18 ₹16,113 30 Sep 19 ₹18,065 Returns for Axis Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Oct 19 Duration Returns 1 Month 9.9% 3 Month 6.1% 6 Month 8.4% 1 Year 20.4% 3 Year 13% 5 Year 13.9% 10 Year 15 Year Since launch 17.4% 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 Aug 19
Equity Sector Allocation
Sector Value Financial Services 42.36% Consumer Cyclical 14.62% Technology 12.66% Consumer Defensive 9.7% Basic Materials 7.51% Utility 3.62% Industrials 3.1% Health Care 1.4% Real Estate 0% Asset Allocation
Asset Class Value Cash 3.08% Equity 96.92% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000348% ₹1,631 Cr 4,895,078 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 11 | KOTAKBANK8% ₹1,589 Cr 11,099,075
↓ -365,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS8% ₹1,527 Cr 6,757,664
↓ -290,426 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND7% ₹1,429 Cr 10,372,890
↓ -732 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK7% ₹1,425 Cr 6,397,875
↑ 220,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFC6% ₹1,164 Cr 5,372,763
↑ 620,000 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 5403766% ₹1,151 Cr 7,328,520 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 10 | MARUTI5% ₹1,008 Cr 1,645,388
↑ 275,041 GRUH Finance Ltd (Financial Services)
Equity, Since 31 May 11 | 5112885% ₹945 Cr 36,601,899
↑ 66,234 Info Edge (India) Ltd (Technology)
Equity, Since 31 May 14 | NAUKRI5% ₹907 Cr 4,473,367
↑ 60,758 3. Axis Bluechip Fund
CAGR/Annualized return of 12.4% 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 (18 Oct 19) ₹31.41 ↑ 0.12 (0.38 %) Net Assets (Cr) ₹7,005 on 31 Aug 19 Category Equity - Large Cap AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.11 Sharpe Ratio -0.1 Information Ratio 0.47 Alpha Ratio 5.42 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 Sep 14 ₹10,000 30 Sep 15 ₹10,545 30 Sep 16 ₹11,421 30 Sep 17 ₹13,326 30 Sep 18 ₹14,910 30 Sep 19 ₹17,478 Returns for Axis Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Oct 19 Duration Returns 1 Month 8.9% 3 Month 6.7% 6 Month 10% 1 Year 24.5% 3 Year 15.5% 5 Year 12.4% 10 Year 15 Year Since launch 12.4% 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 Aug 19
Equity Sector Allocation
Sector Value Financial Services 40.76% Technology 12.15% Consumer Defensive 10.14% Basic Materials 7.42% Energy 3.97% Consumer Cyclical 2.99% Industrials 1.93% Health Care 1.02% Communication Services 0.22% Asset Allocation
Asset Class Value Cash 13% Equity 87% Top Securities Holdings / Portfolio
Name Holding Value Quantity Clearing Corporation Of India Ltd
CBLO | -20% ₹1,397 Cr Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK9% ₹630 Cr 4,400,000
↑ 351,878 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK8% ₹555 Cr 2,490,000
↑ 190,000 Net Receivables / (Payables)
Net Current Assets | -8% -₹549 Cr ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK8% ₹533 Cr 13,000,000
↑ 2,322,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 5000347% ₹520 Cr 1,560,000 Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY7% ₹470 Cr 5,770,000
↑ 650,000 Nifty 50 Index September 2019 Future
- | -6% ₹447 Cr 404,475
↑ 404,475 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 5403765% ₹342 Cr 2,179,598
↑ 159,598 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS5% ₹325 Cr 1,440,000
↓ -230,000 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 (18 Oct 19) ₹38.64 ↑ 0.30 (0.78 %) Net Assets (Cr) ₹2,819 on 31 Aug 19 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 2.69 Sharpe Ratio -0.63 Information Ratio 1.11 Alpha Ratio 7.59 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 Sep 14 ₹10,000 30 Sep 15 ₹11,700 30 Sep 16 ₹12,200 30 Sep 17 ₹13,941 30 Sep 18 ₹15,623 30 Sep 19 ₹17,186 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Oct 19 Duration Returns 1 Month 8.8% 3 Month 7.7% 6 Month 6.4% 1 Year 17.3% 3 Year 12.2% 5 Year 12.5% 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 Aug 19
Equity Sector Allocation
Sector Value Financial Services 29.69% Consumer Cyclical 21.16% Technology 10.1% Basic Materials 7.67% Industrials 5.75% Consumer Defensive 5.37% Health Care 3.69% Utility 2.57% Asset Allocation
Asset Class Value Cash 17.36% Equity 82.64% Top Securities Holdings / Portfolio
Name Holding Value Quantity Clearing Corporation Of India Ltd
CBLO | -12% ₹390 Cr Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 5403765% ₹172 Cr 923,055
↑ 375 City Union Bank Ltd (Financial Services)
Equity, Since 31 May 15 | CUB5% ₹165 Cr 7,540,499
↑ 195,499 Info Edge (India) Ltd (Technology)
Equity, Since 31 May 17 | NAUKRI5% ₹152 Cr 751,000
↑ 23,148 Bata India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 18 | 5000435% ₹152 Cr 880,000
↑ 100,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | 5000345% ₹150 Cr 370,000
↑ 65,000 GRUH Finance Ltd (Financial Services)
Equity, Since 31 Aug 15 | 5112884% ₹138 Cr 5,132,489 Astral Poly Technik Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | ASTRAL4% ₹137 Cr 1,191,314
↑ 327,104 Voltas Ltd (Industrials)
Equity, Since 31 May 17 | VOLTAS4% ₹122 Cr 1,800,000
↑ 260,000 Nifty 50 Index October 2019 Future
- | -4% ₹115 Cr 99,375
↑ 99,375
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