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4 Best Equity Funds by Axis Mutual Fund 2022
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
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 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 (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 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 Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2021 (%) Sharpe Ratio Axis Mid Cap Fund Growth ₹61.78
↑ 1.40 ₹17,645 -5.9 -15.3 10.3 20.8 16.2 39.9 1.61 Axis Focused 25 Fund Growth ₹38.68
↑ 0.95 ₹19,560 -10.5 -20.3 0.7 12.6 11.1 24 0.83 Axis Bluechip Fund Growth ₹40.53
↑ 0.84 ₹35,702 -9.4 -15.7 3.2 12.5 13 20.6 0.97 Axis Long Term Equity Fund Growth ₹61.5232
↑ 1.39 ₹32,053 -10.8 -20.9 -0.2 12.3 11.1 24.5 0.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 22 Note: Ratio's shown as on 31 Mar 22 Assets >= 200 Crore & Sorted on 3 Year CAGR Returns.
1. Axis Mid Cap Fund
CAGR/Annualized return of 17.6% since its launch. Ranked 41 in Mid Cap category. Return for 2021 was 39.9% , 2020 was 26% and 2019 was 11.3% . Axis Mid Cap Fund
Growth Launch Date 18 Feb 11 NAV (17 May 22) ₹61.78 ↑ 1.40 (2.32 %) Net Assets (Cr) ₹17,645 on 31 Mar 22 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 1.91 Sharpe Ratio 1.61 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 Apr 17 ₹10,000 30 Apr 18 ₹12,451 30 Apr 19 ₹12,570 30 Apr 20 ₹12,559 30 Apr 21 ₹19,172 30 Apr 22 ₹22,931 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 May 22 Duration Returns 1 Month -8.5% 3 Month -5.9% 6 Month -15.3% 1 Year 10.3% 3 Year 20.8% 5 Year 16.2% 10 Year 15 Year Since launch 17.6% Historical performance (Yearly) on absolute basis
Year Returns 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% 2012 52.6% Fund Manager information for Axis Mid Cap Fund
Name Since Tenure Shreyash Devalkar 23 Nov 16 5.44 Yr. Hitesh Das 18 Dec 20 1.36 Yr. Data below for Axis Mid Cap Fund as on 31 Mar 22
Equity Sector Allocation
Sector Value Consumer Cyclical 20.94% Financial Services 15.44% Industrials 13.24% Technology 12.47% Basic Materials 10.76% Health Care 5.93% Consumer Defensive 2.67% Utility 2.37% Communication Services 1.45% Real Estate 0.08% Asset Allocation
Asset Class Value Cash 14.37% Equity 85.63% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN5% ₹875 Cr 11,844,194 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK4% ₹670 Cr 9,018,750 Astral Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL3% ₹554 Cr 2,570,603 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | TRENT3% ₹552 Cr 4,494,345 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | BAJFINANCE3% ₹524 Cr 785,000 Coforge Ltd (Technology)
Equity, Since 31 May 20 | COFORGE3% ₹499 Cr 1,188,706
↓ -18,515 Voltas Ltd (Industrials)
Equity, Since 31 May 17 | VOLTAS3% ₹483 Cr 3,827,127
↑ 237,896 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | DMART3% ₹473 Cr 1,198,595 Bata India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 18 | BATAINDIA3% ₹451 Cr 2,316,371 PI Industries Ltd (Basic Materials)
Equity, Since 31 Mar 19 | PIIND3% ₹449 Cr 1,576,532 2. Axis Focused 25 Fund
CAGR/Annualized return of 14.7% since its launch. Ranked 7 in Focused category. Return for 2021 was 24% , 2020 was 21% and 2019 was 14.7% . Axis Focused 25 Fund
Growth Launch Date 29 Jun 12 NAV (17 May 22) ₹38.68 ↑ 0.95 (2.52 %) Net Assets (Cr) ₹19,560 on 31 Mar 22 Category Equity - Focused AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 0.83 Information Ratio -0.01 Alpha Ratio -5.67 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 Apr 17 ₹10,000 30 Apr 18 ₹12,397 30 Apr 19 ₹12,401 30 Apr 20 ₹11,670 30 Apr 21 ₹17,092 30 Apr 22 ₹18,806 Returns for Axis Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 May 22 Duration Returns 1 Month -10.5% 3 Month -10.5% 6 Month -20.3% 1 Year 0.7% 3 Year 12.6% 5 Year 11.1% 10 Year 15 Year Since launch 14.7% Historical performance (Yearly) on absolute basis
Year Returns 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% 2012 Fund Manager information for Axis Focused 25 Fund
Name Since Tenure Jinesh Gopani 7 Jun 16 5.9 Yr. Hitesh Das 2 Nov 20 1.49 Yr. Data below for Axis Focused 25 Fund as on 31 Mar 22
Equity Sector Allocation
Sector Value Financial Services 29.65% Technology 12.53% Basic Materials 10.59% Health Care 10.12% Consumer Defensive 8.72% Communication Services 6.67% Consumer Cyclical 6.6% Energy 3.42% Utility 1.5% Asset Allocation
Asset Class Value Cash 2.64% Equity 97.1% Debt 0.26% Top Securities Holdings / Portfolio
Name Holding Value Quantity Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS9% ₹1,814 Cr 5,115,190
↓ -6,546 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | BAJFINANCE9% ₹1,788 Cr 2,679,385 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | DMART9% ₹1,670 Cr 4,233,238
↑ 22,279 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB7% ₹1,362 Cr 3,022,416 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK7% ₹1,313 Cr 7,334,838 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jul 16 | NAUKRI6% ₹1,228 Cr 2,640,565 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND6% ₹1,182 Cr 4,875,273
↓ -100,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 21 | ICICIBANK5% ₹940 Cr 12,640,478
↑ 1,500,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 18 | HDFC5% ₹929 Cr 4,165,919
↑ 290,758 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | BAJAJFINSV4% ₹707 Cr 473,843 3. Axis Bluechip Fund
CAGR/Annualized return of 12% since its launch. Ranked 58 in Large Cap category. Return for 2021 was 20.6% , 2020 was 19.7% and 2019 was 18.6% . Axis Bluechip Fund
Growth Launch Date 5 Jan 10 NAV (17 May 22) ₹40.53 ↑ 0.84 (2.12 %) Net Assets (Cr) ₹35,702 on 31 Mar 22 Category Equity - Large Cap AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio 0.97 Information Ratio 0.08 Alpha Ratio -3.58 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 Apr 17 ₹10,000 30 Apr 18 ₹12,112 30 Apr 19 ₹13,249 30 Apr 20 ₹12,968 30 Apr 21 ₹17,819 30 Apr 22 ₹19,802 Returns for Axis Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 May 22 Duration Returns 1 Month -9% 3 Month -9.4% 6 Month -15.7% 1 Year 3.2% 3 Year 12.5% 5 Year 13% 10 Year 15 Year Since launch 12% Historical performance (Yearly) on absolute basis
Year Returns 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% 2012 31.7% Fund Manager information for Axis Bluechip Fund
Name Since Tenure Shreyash Devalkar 23 Nov 16 5.44 Yr. Hitesh Das 2 Nov 20 1.49 Yr. Data below for Axis Bluechip Fund as on 31 Mar 22
Equity Sector Allocation
Sector Value Financial Services 37.38% Technology 19.26% Consumer Defensive 8.64% Basic Materials 7.78% Health Care 6.18% Consumer Cyclical 4.43% Communication Services 3.93% Energy 3.67% Industrials 1.9% Real Estate 0.21% Asset Allocation
Asset Class Value Cash 6.17% Equity 93.83% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK9% ₹3,302 Cr 44,429,588 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | BAJFINANCE9% ₹3,231 Cr 4,843,000
↑ 78,217 Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY8% ₹2,717 Cr 17,330,986
↓ -969,014 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | DMART7% ₹2,453 Cr 6,219,494 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK7% ₹2,350 Cr 16,970,000
↓ -1,150,761 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS6% ₹2,240 Cr 6,316,400
↓ -370,044 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE5% ₹1,869 Cr 6,700,000
↑ 1,721,837 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK4% ₹1,438 Cr 8,030,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 18 | DIVISLAB3% ₹1,012 Cr 2,246,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL3% ₹939 Cr 12,699,670 4. Axis Long Term Equity Fund
CAGR/Annualized return of 15.8% since its launch. Ranked 20 in ELSS category. Return for 2021 was 24.5% , 2020 was 20.5% and 2019 was 14.8% . Axis Long Term Equity Fund
Growth Launch Date 29 Dec 09 NAV (17 May 22) ₹61.5232 ↑ 1.39 (2.31 %) Net Assets (Cr) ₹32,053 on 31 Mar 22 Category Equity - ELSS AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.68 Sharpe Ratio 0.7 Information Ratio -0.09 Alpha Ratio -7.4 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Apr 17 ₹10,000 30 Apr 18 ₹12,257 30 Apr 19 ₹12,490 30 Apr 20 ₹12,003 30 Apr 21 ₹17,225 30 Apr 22 ₹18,951 Returns for Axis Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 May 22 Duration Returns 1 Month -11.2% 3 Month -10.8% 6 Month -20.9% 1 Year -0.2% 3 Year 12.3% 5 Year 11.1% 10 Year 15 Year Since launch 15.8% Historical performance (Yearly) on absolute basis
Year Returns 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% 2012 33.7% Fund Manager information for Axis Long Term Equity Fund
Name Since Tenure Jinesh Gopani 1 Apr 11 11.09 Yr. Data below for Axis Long Term Equity Fund as on 31 Mar 22
Equity Sector Allocation
Sector Value Financial Services 32.18% Consumer Defensive 13.83% Technology 11.92% Basic Materials 10.88% Health Care 8.67% Consumer Cyclical 7.53% Communication Services 6.35% Utility 4.58% Industrials 2.05% Asset Allocation
Asset Class Value Cash 2.01% Equity 97.99% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | BAJFINANCE9% ₹2,968 Cr 4,448,282 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | DMART9% ₹2,716 Cr 6,886,468 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS9% ₹2,716 Cr 7,656,953 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 May 14 | NAUKRI6% ₹2,009 Cr 4,320,273 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 11 | KOTAKBANK6% ₹1,951 Cr 10,897,241 Nestle India Ltd (Consumer Defensive)
Equity, Since 31 Aug 14 | NESTLEIND5% ₹1,661 Cr 905,880
↑ 20,363 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 17 | DIVISLAB5% ₹1,611 Cr 3,576,182 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND5% ₹1,499 Cr 6,186,570
↑ 33,595 Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 13 | TORNTPOWER5% ₹1,450 Cr 27,193,611 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFC4% ₹1,414 Cr 6,339,834
↓ -953,016
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