+91-22-48913909
Table of Contents
4 Best Equity Funds by Axis Mutual Fund 2023
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.
Talk to our investment specialist
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
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 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 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 Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2022 (%) Sharpe Ratio Axis Mid Cap Fund Growth ₹82.2
↑ 0.42 ₹21,962 4.4 14.5 19.5 19.7 18.8 -5.1 0.43 Axis Long Term Equity Fund Growth ₹75.77
↑ 0.26 ₹31,136 7.4 11.1 12.4 10.9 12.2 -12 -0.04 Axis Bluechip Fund Growth ₹48.15
↑ 0.27 ₹30,734 4.6 8.5 6 10.6 12.3 -5.7 -0.43 Axis Focused 25 Fund Growth ₹43.93
↑ 0.23 ₹13,653 5.5 8.1 6.2 8.2 10.5 -14.5 -0.43 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Dec 23 Note: Ratio's shown as on 31 Oct 23 Assets >= 200 Crore & Sorted on 3 Year CAGR Returns.
1. Axis Mid Cap Fund
CAGR/Annualized return of 17.9% since its launch. Ranked 41 in Mid Cap category. Return for 2022 was -5.1% , 2021 was 39.9% and 2020 was 26% . Axis Mid Cap Fund
Growth Launch Date 18 Feb 11 NAV (01 Dec 23) ₹82.2 ↑ 0.42 (0.51 %) Net Assets (Cr) ₹21,962 on 31 Oct 23 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio 0.43 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.
Date Value 30 Nov 18 ₹10,000 30 Nov 19 ₹11,498 30 Nov 20 ₹13,809 30 Nov 21 ₹19,907 30 Nov 22 ₹19,832 30 Nov 23 ₹23,691 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Dec 23 Duration Returns 1 Month 7.3% 3 Month 4.4% 6 Month 14.5% 1 Year 19.5% 3 Year 19.7% 5 Year 18.8% 10 Year 15 Year Since launch 17.9% Historical performance (Yearly) on absolute basis
Year Returns 2022 -5.1% 2021 39.9% 2020 26% 2019 11.3% 2018 3.5% 2017 42% 2016 -3.1% 2015 0.8% 2014 76.5% 2013 4.1% Fund Manager information for Axis Mid Cap Fund
Name Since Tenure Shreyash Devalkar 23 Nov 16 6.94 Yr. Nitin Arora 3 Aug 23 0.24 Yr. Vinayak Jayanath 17 Jan 23 0.79 Yr. Data below for Axis Mid Cap Fund as on 31 Oct 23
Equity Sector Allocation
Sector Value Consumer Cyclical 26.86% Industrials 18.61% Financial Services 17.13% Basic Materials 10.77% Technology 6.98% Health Care 5.46% Real Estate 1.85% Consumer Defensive 1.81% Communication Services 1.66% Utility 1% Asset Allocation
Asset Class Value Cash 7.85% Equity 92.15% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN5% ₹1,012 Cr 8,894,643 Supreme Industries Ltd (Industrials)
Equity, Since 31 Dec 16 | 5099304% ₹970 Cr 2,240,369
↓ -1,977 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | 5002514% ₹813 Cr 3,771,809 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 5008503% ₹746 Cr 19,466,737 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT3% ₹740 Cr 1,200,635 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | 5000343% ₹704 Cr 939,573 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK3% ₹678 Cr 7,407,750 Astral Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL3% ₹664 Cr 3,589,762 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 5323433% ₹618 Cr 3,886,272
↓ -203,235 Sona BLW Precision Forgings Ltd (Consumer Cyclical)
Equity, Since 30 Jun 21 | 5433002% ₹547 Cr 10,106,515 2. Axis Long Term Equity Fund
CAGR/Annualized return of 15.6% since its launch. Ranked 20 in ELSS category. Return for 2022 was -12% , 2021 was 24.5% and 2020 was 20.5% . Axis Long Term Equity Fund
Growth Launch Date 29 Dec 09 NAV (01 Dec 23) ₹75.77 ↑ 0.26 (0.34 %) Net Assets (Cr) ₹31,136 on 31 Oct 23 Category Equity - ELSS AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.61 Sharpe Ratio -0.04 Information Ratio -1.21 Alpha Ratio -3.59 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Nov 18 ₹10,000 30 Nov 19 ₹11,426 30 Nov 20 ₹13,001 30 Nov 21 ₹17,292 30 Nov 22 ₹15,779 30 Nov 23 ₹17,743 Returns for Axis Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Dec 23 Duration Returns 1 Month 6.9% 3 Month 7.4% 6 Month 11.1% 1 Year 12.4% 3 Year 10.9% 5 Year 12.2% 10 Year 15 Year Since launch 15.6% Historical performance (Yearly) on absolute basis
Year Returns 2022 -12% 2021 24.5% 2020 20.5% 2019 14.8% 2018 2.7% 2017 37.4% 2016 -0.7% 2015 6.7% 2014 66.2% 2013 16.5% Fund Manager information for Axis Long Term Equity Fund
Name Since Tenure Shreyash Devalkar 4 Aug 23 0.24 Yr. Ashish Naik 3 Aug 23 0.24 Yr. Data below for Axis Long Term Equity Fund as on 31 Oct 23
Equity Sector Allocation
Sector Value Financial Services 26.79% Consumer Defensive 14.43% Basic Materials 13.28% Technology 10.45% Consumer Cyclical 9.54% Health Care 7.95% Industrials 5.34% Communication Services 5.27% Utility 4.85% Asset Allocation
Asset Class Value Cash 2.09% Equity 97.91% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000349% ₹2,704 Cr 3,609,437
↓ -99,740 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 5403767% ₹2,330 Cr 6,412,369
↓ -325,842 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS7% ₹2,200 Cr 6,530,818
↓ -135,000 Nestle India Ltd (Consumer Defensive)
Equity, Since 31 Aug 14 | NESTLEIND7% ₹2,164 Cr 892,895 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 May 14 | NAUKRI5% ₹1,614 Cr 3,950,638 Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 13 | 5327795% ₹1,510 Cr 20,766,681
↓ -1,742,000 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND5% ₹1,479 Cr 6,017,484 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Jun 20 | CHOLAFIN4% ₹1,357 Cr 11,929,799 Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Jun 20 | 5329784% ₹1,296 Cr 8,256,121 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 17 | DIVISLAB4% ₹1,293 Cr 3,817,238 3. Axis Bluechip Fund
CAGR/Annualized return of 11.9% since its launch. Ranked 58 in Large Cap category. Return for 2022 was -5.7% , 2021 was 20.6% and 2020 was 19.7% . Axis Bluechip Fund
Growth Launch Date 5 Jan 10 NAV (01 Dec 23) ₹48.15 ↑ 0.27 (0.56 %) Net Assets (Cr) ₹30,734 on 31 Oct 23 Category Equity - Large Cap AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.6 Sharpe Ratio -0.43 Information Ratio -1.86 Alpha Ratio -5.09 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.
Date Value 30 Nov 18 ₹10,000 30 Nov 19 ₹11,772 30 Nov 20 ₹13,191 30 Nov 21 ₹16,996 30 Nov 22 ₹16,809 30 Nov 23 ₹17,826 Returns for Axis Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Dec 23 Duration Returns 1 Month 5.2% 3 Month 4.6% 6 Month 8.5% 1 Year 6% 3 Year 10.6% 5 Year 12.3% 10 Year 15 Year Since launch 11.9% Historical performance (Yearly) on absolute basis
Year Returns 2022 -5.7% 2021 20.6% 2020 19.7% 2019 18.6% 2018 6.5% 2017 38% 2016 -3.6% 2015 -1.2% 2014 40.8% 2013 13.5% Fund Manager information for Axis Bluechip Fund
Name Since Tenure Shreyash Devalkar 23 Nov 16 6.94 Yr. Ashish Naik 3 Aug 23 0.24 Yr. Vinayak Jayanath 17 Jan 23 0.79 Yr. Data below for Axis Bluechip Fund as on 31 Oct 23
Equity Sector Allocation
Sector Value Financial Services 33.39% Consumer Cyclical 13.96% Consumer Defensive 11.12% Technology 9.43% Industrials 6.43% Basic Materials 6.06% Energy 4.8% Communication Services 4.3% Health Care 3.85% Real Estate 1.32% Utility 0.02% Asset Allocation
Asset Class Value Cash 4.78% Equity 94.69% Debt 0.52% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK9% ₹2,700 Cr 18,286,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK8% ₹2,549 Cr 27,849,000
↓ -2,575,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 5000348% ₹2,509 Cr 3,348,482
↓ -161,094 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 5403766% ₹1,796 Cr 4,944,109
↓ -49,296 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS5% ₹1,656 Cr 4,915,118
↓ -200,000 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE5% ₹1,451 Cr 6,344,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 21 | LT4% ₹1,370 Cr 4,676,667 Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY4% ₹1,215 Cr 8,880,235
↓ -975,596 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 18 | ULTRACEMCO3% ₹937 Cr 1,112,364
↓ -51,272 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL3% ₹856 Cr 9,358,487 4. Axis Focused 25 Fund
CAGR/Annualized return of 13.8% since its launch. Ranked 7 in Focused category. Return for 2022 was -14.5% , 2021 was 24% and 2020 was 21% . Axis Focused 25 Fund
Growth Launch Date 29 Jun 12 NAV (01 Dec 23) ₹43.93 ↑ 0.23 (0.53 %) Net Assets (Cr) ₹13,653 on 31 Oct 23 Category Equity - Focused AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio -0.43 Information Ratio -1.72 Alpha Ratio -8.91 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.
Date Value 30 Nov 18 ₹10,000 30 Nov 19 ₹11,514 30 Nov 20 ₹13,020 30 Nov 21 ₹17,357 30 Nov 22 ₹15,538 30 Nov 23 ₹16,497 Returns for Axis Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Dec 23 Duration Returns 1 Month 6.5% 3 Month 5.5% 6 Month 8.1% 1 Year 6.2% 3 Year 8.2% 5 Year 10.5% 10 Year 15 Year Since launch 13.8% Historical performance (Yearly) on absolute basis
Year Returns 2022 -14.5% 2021 24% 2020 21% 2019 14.7% 2018 0.6% 2017 45.2% 2016 4.6% 2015 3.9% 2014 38.8% 2013 5.8% Fund Manager information for Axis Focused 25 Fund
Name Since Tenure Shreyash Devalkar 4 Aug 23 0.24 Yr. Hitesh Das 3 Aug 23 0.25 Yr. Vinayak Jayanath 17 Jan 23 0.79 Yr. Data below for Axis Focused 25 Fund as on 31 Oct 23
Equity Sector Allocation
Sector Value Financial Services 24.1% Basic Materials 16.4% Technology 10.8% Consumer Defensive 7.87% Health Care 7.4% Communication Services 5.31% Energy 3.74% Utility 3.74% Consumer Cyclical 3.23% Real Estate 0.41% Asset Allocation
Asset Class Value Cash 2.14% Equity 97.86% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000349% ₹1,252 Cr 1,671,598
↓ -55,776 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 5403768% ₹1,074 Cr 2,955,832
↓ -476,620 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS7% ₹976 Cr 2,897,172
↓ -135,000 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND7% ₹929 Cr 3,778,203
↓ -81,269 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jul 16 | NAUKRI5% ₹725 Cr 1,774,864
↓ -22,878 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB5% ₹725 Cr 2,139,049 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | 5329784% ₹611 Cr 3,894,424 Shree Cement Ltd (Basic Materials)
Equity, Since 30 Apr 19 | 5003874% ₹552 Cr 215,283 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE4% ₹511 Cr 2,232,716 Torrent Power Ltd (Utilities)
Equity, Since 28 Feb 21 | 5327794% ₹511 Cr 7,023,691
How to Invest in Axis Mutual Fund Online?
Open Free Investment Account for Lifetime at Fincash.com.
Complete your Registration and KYC Process
Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!
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.
AMFI Registration No. 112358 | CIN: U74999MH2016PTC282153
Shepard Technologies Pvt. Ltd. (with ARN code 112358) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.
©2023 Shepard Technologies Private Limited. All Rights Reserved