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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.
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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 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 ₹71.68
↑ 0.36 ₹19,539 9.4 3.5 13.9 25 15.5 -5.1 -0.21 Axis Long Term Equity Fund Growth ₹68.4754
↑ 0.15 ₹29,968 10.9 1.7 9.7 17.1 9.5 -12 -0.38 Axis Bluechip Fund Growth ₹44.25
↑ 0.15 ₹33,474 6.3 -1.6 7.4 16.5 10.6 -5.7 -0.31 Axis Focused 25 Fund Growth ₹40.69
↑ 0.06 ₹15,267 9.8 -1.1 4.1 16 8.2 -14.5 -0.65 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jun 23 Note: Ratio's shown as on 30 Apr 23 Assets >= 200 Crore & Sorted on 3 Year CAGR Returns.
1. Axis Mid Cap Fund
CAGR/Annualized return of 17.4% 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 (02 Jun 23) ₹71.68 ↑ 0.36 (0.50 %) Net Assets (Cr) ₹19,539 on 30 Apr 23 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio -0.21 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 31 May 18 ₹10,000 31 May 19 ₹10,433 31 May 20 ₹10,034 31 May 21 ₹16,437 31 May 22 ₹17,816 31 May 23 ₹20,227 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jun 23 Duration Returns 1 Month 6.6% 3 Month 9.4% 6 Month 3.5% 1 Year 13.9% 3 Year 25% 5 Year 15.5% 10 Year 15 Year Since launch 17.4% 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 6.44 Yr. Vinayak Jayanath 17 Jan 23 0.28 Yr. Data below for Axis Mid Cap Fund as on 30 Apr 23
Equity Sector Allocation
Sector Value Consumer Cyclical 24.2% Financial Services 16.61% Industrials 16.55% Basic Materials 12.26% Technology 6.38% Health Care 5.27% Consumer Defensive 2.2% Utility 1.47% Real Estate 1.38% Communication Services 1.17% Asset Allocation
Asset Class Value Cash 12.5% Equity 87.5% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN4% ₹871 Cr 9,993,735 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | INDHOTEL4% ₹684 Cr 20,177,924 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK3% ₹680 Cr 7,407,750 Supreme Industries Ltd (Industrials)
Equity, Since 31 Dec 16 | SUPREMEIND3% ₹604 Cr 2,220,325 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT3% ₹543 Cr 1,145,642
↓ -50,000 Cummins India Ltd (Industrials)
Equity, Since 28 Feb 21 | CUMMINSIND3% ₹523 Cr 3,320,420
↑ 92,984 Astral Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL3% ₹517 Cr 3,569,670 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | TRENT3% ₹516 Cr 3,771,809 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | BAJFINANCE3% ₹496 Cr 789,573
↑ 156,569 Schaeffler India Ltd Shs Dematerialised (Consumer Cyclical)
Equity, Since 31 Jul 21 | SCHAEFFLER2% ₹475 Cr 1,712,167
↓ -10,550 2. Axis Long Term Equity Fund
CAGR/Annualized return of 15.4% 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 (02 Jun 23) ₹68.4754 ↑ 0.15 (0.22 %) Net Assets (Cr) ₹29,968 on 30 Apr 23 Category Equity - ELSS AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.61 Sharpe Ratio -0.38 Information Ratio -1.43 Alpha Ratio -7.04 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 May 18 ₹10,000 31 May 19 ₹10,502 31 May 20 ₹9,379 31 May 21 ₹14,629 31 May 22 ₹14,278 31 May 23 ₹15,484 Returns for Axis Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jun 23 Duration Returns 1 Month 5.7% 3 Month 10.9% 6 Month 1.7% 1 Year 9.7% 3 Year 17.1% 5 Year 9.5% 10 Year 15 Year Since launch 15.4% 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 Jinesh Gopani 1 Apr 11 12.09 Yr. Data below for Axis Long Term Equity Fund as on 30 Apr 23
Equity Sector Allocation
Sector Value Financial Services 35.12% Consumer Defensive 15.36% Basic Materials 13.54% Technology 8.88% Consumer Cyclical 7.87% Health Care 6.83% Communication Services 5.43% Utility 4.81% Industrials 1.69% Asset Allocation
Asset Class Value Cash 0.47% Equity 99.53% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | BAJFINANCE9% ₹2,682 Cr 4,271,253
↓ -24,800 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | DMART8% ₹2,429 Cr 6,915,757
↓ -110,725 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 11 | KOTAKBANK8% ₹2,341 Cr 12,078,031
↓ -80,000 Tata Consultancy Services Ltd Shs Dematerialised (Technology)
Equity, Since 30 Apr 17 | TCS7% ₹2,230 Cr 6,926,334
↓ -146,000 Nestle India Ltd (Consumer Defensive)
Equity, Since 31 Aug 14 | NESTLEIND7% ₹2,174 Cr 998,853 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFC6% ₹1,673 Cr 6,025,986
↓ -52,500 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 May 14 | NAUKRI5% ₹1,627 Cr 4,309,035
↑ 47,985 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND5% ₹1,575 Cr 6,508,669 Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 13 | TORNTPOWER5% ₹1,440 Cr 26,119,453 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 17 | DIVISLAB4% ₹1,339 Cr 4,098,254
↑ 123,807 3. Axis Bluechip Fund
CAGR/Annualized return of 11.7% 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 (02 Jun 23) ₹44.25 ↑ 0.15 (0.34 %) Net Assets (Cr) ₹33,474 on 30 Apr 23 Category Equity - Large Cap AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.65 Sharpe Ratio -0.31 Information Ratio -2.07 Alpha Ratio -5.87 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 31 May 18 ₹10,000 31 May 19 ₹11,083 31 May 20 ₹10,078 31 May 21 ₹15,238 31 May 22 ₹15,368 31 May 23 ₹16,410 Returns for Axis Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jun 23 Duration Returns 1 Month 2.9% 3 Month 6.3% 6 Month -1.6% 1 Year 7.4% 3 Year 16.5% 5 Year 10.6% 10 Year 15 Year Since launch 11.7% 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 6.44 Yr. Vinayak Jayanath 17 Jan 23 0.28 Yr. Data below for Axis Bluechip Fund as on 30 Apr 23
Equity Sector Allocation
Sector Value Financial Services 37.64% Consumer Defensive 9.98% Technology 9.89% Consumer Cyclical 7.1% Basic Materials 5.7% Industrials 4.87% Energy 4.54% Communication Services 3.7% Health Care 2.96% Real Estate 0.42% Asset Allocation
Asset Class Value Cash 12.78% Equity 86.8% Debt 0.42% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK9% ₹3,166 Cr 18,760,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK9% ₹3,076 Cr 33,522,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | BAJFINANCE8% ₹2,606 Cr 4,149,769 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | DMART6% ₹1,985 Cr 5,653,228 Tata Consultancy Services Ltd Shs Dematerialised (Technology)
Equity, Since 28 Feb 18 | TCS5% ₹1,658 Cr 5,150,000
↓ -82,492 Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY5% ₹1,652 Cr 13,190,000
↓ -1,400,000 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE5% ₹1,520 Cr 6,281,000
↓ -88,600 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 21 | LT4% ₹1,433 Cr 6,061,000
↑ 285,386 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK4% ₹1,409 Cr 7,272,563
↓ -405,716 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFC3% ₹1,005 Cr 3,620,944
↑ 200,000 4. Axis Focused 25 Fund
CAGR/Annualized return of 13.7% 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 (02 Jun 23) ₹40.69 ↑ 0.06 (0.15 %) Net Assets (Cr) ₹15,267 on 30 Apr 23 Category Equity - Focused AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio -0.65 Information Ratio -1.73 Alpha Ratio -12.02 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 31 May 18 ₹10,000 31 May 19 ₹10,313 31 May 20 ₹9,006 31 May 21 ₹14,447 31 May 22 ₹14,152 31 May 23 ₹14,562 Returns for Axis Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jun 23 Duration Returns 1 Month 5.8% 3 Month 9.8% 6 Month -1.1% 1 Year 4.1% 3 Year 16% 5 Year 8.2% 10 Year 15 Year Since launch 13.7% 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 Jinesh Gopani 7 Jun 16 6.9 Yr. Vinayak Jayanath 17 Jan 23 0.28 Yr. Data below for Axis Focused 25 Fund as on 30 Apr 23
Equity Sector Allocation
Sector Value Financial Services 29.63% Basic Materials 16.88% Technology 12.04% Consumer Defensive 8.41% Health Care 5.88% Communication Services 5.46% Consumer Cyclical 3.85% Utility 2.43% Energy 1.19% Asset Allocation
Asset Class Value Cash 3.13% Equity 96.36% Debt 0.51% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | BAJFINANCE9% ₹1,408 Cr 2,242,452
↓ -25,649 Tata Consultancy Services Ltd Shs Dematerialised (Technology)
Equity, Since 28 Feb 18 | TCS8% ₹1,296 Cr 4,026,037
↑ 131,513 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | DMART8% ₹1,284 Cr 3,655,196
↓ -9,389 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK8% ₹1,171 Cr 6,043,201 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND8% ₹1,146 Cr 4,738,010
↓ -100,003 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jul 16 | NAUKRI5% ₹834 Cr 2,207,321 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 18 | HDFC4% ₹686 Cr 2,469,902
↓ -500,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB4% ₹669 Cr 2,045,714 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | BAJAJFINSV4% ₹597 Cr 4,407,056
↑ 350,000 Shree Cement Ltd (Basic Materials)
Equity, Since 30 Apr 19 | SHREECEM4% ₹582 Cr 239,246
↓ -39,318
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