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Top 4 Best Equity Funds by Axis Mutual Fund 2018 | Fincash

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4 Best Equity Funds by Axis Mutual Fund 2018

Updated on December 6, 2018 , 44 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 (%)2017 (%)Sharpe Ratio
Axis Focused 25 Fund Growth ₹26.1
↑ 0.31
₹5,904-10.4-52.815.316.745.2-0.06
Axis Long Term Equity Fund Growth ₹41.868
↑ 0.35
₹16,467-8.3-3.74.7122037.4-0.1
Axis Bluechip Fund Growth ₹26.69
↑ 0.38
₹2,927-5.6-0.48.912.914.7380.02
Axis Mid Cap Fund Growth ₹33.91
↑ 0.12
₹1,600-8.7-2.62.210.920.2420.15
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Dec 18
Note: Ratio's shown as on 31 Oct 18

1. 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 16.1% since its launch.  Ranked 7 in Focused category.  Return for 2017 was 45.2% , 2016 was 4.6% and 2015 was 3.9% .

Below is the key information for Axis Focused 25 Fund

Axis Focused 25 Fund
Growth
Launch Date 29 Jun 12
NAV (07 Dec 18) ₹26.1 ↑ 0.31   (1.20 %)
Net Assets (Cr) ₹5,904 on 31 Oct 18
Category Equity - Focused
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.73
Sharpe Ratio -0.06
Information Ratio 0.59
Alpha Ratio 0.86
Min Investment 5,000
Exit Load 0-12 Months (1%),12 Months and above(NIL)
Min SIP Investment 1,000

Growth of 10,000 investment over the years.

DateValue
30 Nov 13₹10,000
30 Nov 14₹14,080
30 Nov 15₹14,353
30 Nov 16₹15,572
30 Nov 17₹21,086
30 Nov 18₹21,965

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 7 Dec 18

DurationReturns
1 Month 2.2%
3 Month -10.4%
6 Month -5%
1 Year 2.8%
3 Year 15.3%
5 Year 16.7%
10 Year
15 Year
Since launch 16.1%
Historical performance (Yearly) on absolute basis
YearReturns
2017 45.2%
2016 4.6%
2015 3.9%
2014 38.8%
2013 5.8%
2012
2011
2010
2009
2008
Fund Manager information for Axis Focused 25 Fund
NameSinceTenure
Jinesh Gopani7 Jun 162.4 Yr.

Data below for Axis Focused 25 Fund as on 31 Oct 18

Equity Sector Allocation
SectorValue
Financial Services39.97%
Consumer Cyclical24.92%
Technology11.88%
Health Care4.53%
Basic Materials4.3%
Asset Allocation
Asset ClassValue
Cash10.77%
Equity89.23%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Ltd
CBLO | -
13%₹743 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | HDFCBANK
9%₹522 Cr2,732,069
↑ 500,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
8%₹488 Cr2,048,135
↑ 525,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
8%₹462 Cr4,124,344
↑ 200,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | 532540
8%₹449 Cr2,315,007
↓ -69,631
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 16 | MARUTI
6%₹328 Cr495,170
↑ 55,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 18 | HDFC
5%₹320 Cr1,807,956
↓ -392,044
Avenue Supermarts Ltd (Consumer Cyclical)
Equity, Since 30 Apr 17 | 540376
4%₹265 Cr1,983,636
↑ 374,597
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | 532978
4%₹250 Cr462,000
↑ 55,000
Net Receivables / (Payables)
Net Current Assets | -
4%-₹245 Cr

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 17.4% since its launch.  Ranked 20 in ELSS category.  Return for 2017 was 37.4% , 2016 was -0.7% and 2015 was 6.7% .

Below is the key information for Axis Long Term Equity Fund

Axis Long Term Equity Fund
Growth
Launch Date 29 Dec 09
NAV (07 Dec 18) ₹41.868 ↑ 0.35   (0.84 %)
Net Assets (Cr) ₹16,467 on 31 Oct 18
Category Equity - ELSS
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.49
Sharpe Ratio -0.1
Information Ratio -0.34
Alpha Ratio 1.65
Min Investment 500
Exit Load NIL
Min SIP Investment 500

Growth of 10,000 investment over the years.

DateValue
30 Nov 13₹10,000
30 Nov 14₹16,950
30 Nov 15₹18,006
30 Nov 16₹18,721
30 Nov 17₹24,049
30 Nov 18₹25,448

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 7 Dec 18

DurationReturns
1 Month 2.4%
3 Month -8.3%
6 Month -3.7%
1 Year 4.7%
3 Year 12%
5 Year 20%
10 Year
15 Year
Since launch 17.4%
Historical performance (Yearly) on absolute basis
YearReturns
2017 37.4%
2016 -0.7%
2015 6.7%
2014 66.2%
2013 16.5%
2012 33.7%
2011 -14.8%
2010 30%
2009
2008
Fund Manager information for Axis Long Term Equity Fund
NameSinceTenure
Jinesh Gopani1 Apr 117.59 Yr.

Data below for Axis Long Term Equity Fund as on 31 Oct 18

Equity Sector Allocation
SectorValue
Financial Services37.79%
Consumer Cyclical24.39%
Technology13.36%
Health Care5.66%
Basic Materials5.64%
Utility3.25%
Industrials2.8%
Consumer Defensive1.01%
Asset Allocation
Asset ClassValue
Cash5.95%
Equity93.89%
Debt0.16%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
9%₹1,453 Cr7,600,000
↓ -250,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | 532540
8%₹1,390 Cr7,173,268
↓ -550,454
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 11 | KOTAKBANK
7%₹1,085 Cr9,696,268
↓ -600,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
6%₹1,004 Cr4,212,518
↑ 300,000
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND
6%₹929 Cr9,691,724
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFC
5%₹797 Cr4,507,008
↓ -557,304
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 10 | MARUTI
5%₹794 Cr1,200,317
↑ 188,000
GRUH Finance Ltd (Financial Services)
Equity, Since 31 May 11 | 511288
4%₹730 Cr25,249,738
Clearing Corporation Of India Ltd
CBLO | -
4%₹683 Cr
Avenue Supermarts Ltd (Consumer Cyclical)
Equity, Since 30 Apr 17 | 540376
4%₹644 Cr4,816,937
↑ 316,937

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 11.6% since its launch.  Ranked 58 in Large Cap category.  Return for 2017 was 38% , 2016 was -3.6% and 2015 was -1.2% .

Below is the key information for Axis Bluechip Fund

Axis Bluechip Fund
Growth
Launch Date 5 Jan 10
NAV (07 Dec 18) ₹26.69 ↑ 0.38   (1.44 %)
Net Assets (Cr) ₹2,927 on 31 Oct 18
Category Equity - Large Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 0.02
Information Ratio 0.18
Alpha Ratio 1.84
Min Investment 5,000
Exit Load 0-12 Months (1%),12 Months and above(NIL)
Min SIP Investment 1,000

Growth of 10,000 investment over the years.

DateValue
30 Nov 13₹10,000
30 Nov 14₹14,779
30 Nov 15₹14,216
30 Nov 16₹14,141
30 Nov 17₹18,372
30 Nov 18₹20,150

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 7 Dec 18

DurationReturns
1 Month 4.5%
3 Month -5.6%
6 Month -0.4%
1 Year 8.9%
3 Year 12.9%
5 Year 14.7%
10 Year
15 Year
Since launch 11.6%
Historical performance (Yearly) on absolute basis
YearReturns
2017 38%
2016 -3.6%
2015 -1.2%
2014 40.8%
2013 13.5%
2012 31.7%
2011 -22.6%
2010
2009
2008
Fund Manager information for Axis Bluechip Fund
NameSinceTenure
Shreyash Devalkar23 Nov 161.94 Yr.

Data below for Axis Bluechip Fund as on 31 Oct 18

Equity Sector Allocation
SectorValue
Financial Services36.5%
Consumer Cyclical14.77%
Technology10.76%
Consumer Defensive8.65%
Basic Materials4.8%
Energy3.73%
Industrials2.19%
Health Care1.12%
Asset Allocation
Asset ClassValue
Cash15.88%
Equity84.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Ltd
CBLO | -
17%₹512 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
10%₹285 Cr1,491,000
↑ 141,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK
8%₹225 Cr2,010,000
↑ 815,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | 532540
8%₹223 Cr1,150,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 500034
6%₹183 Cr768,000
↑ 44,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 10 | MARUTI
6%₹164 Cr248,000
↑ 61,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFC
5%₹145 Cr820,000
↓ -195,000
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE
4%₹109 Cr1,030,000
↓ -230,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 500696
3%₹102 Cr630,000
Avenue Supermarts Ltd (Consumer Cyclical)
Equity, Since 31 Mar 17 | 540376
3%₹100 Cr750,000
↑ 45,000

4. 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 16.9% since its launch.  Ranked 41 in Mid Cap category.  Return for 2017 was 42% , 2016 was -3.1% and 2015 was 0.8% .

Below is the key information for Axis Mid Cap Fund

Axis Mid Cap Fund
Growth
Launch Date 18 Feb 11
NAV (07 Dec 18) ₹33.91 ↑ 0.12   (0.36 %)
Net Assets (Cr) ₹1,600 on 31 Oct 18
Category Equity - Mid Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.69
Sharpe Ratio 0.15
Information Ratio -0.18
Alpha Ratio 13.38
Min Investment 5,000
Exit Load 0-12 Months (1%),12 Months and above(NIL)
Min SIP Investment 1,000

Growth of 10,000 investment over the years.

DateValue
30 Nov 13₹10,000
30 Nov 14₹17,979
30 Nov 15₹18,750
30 Nov 16₹18,563
30 Nov 17₹24,865
30 Nov 18₹25,838

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 7 Dec 18

DurationReturns
1 Month 0.4%
3 Month -8.7%
6 Month -2.6%
1 Year 2.2%
3 Year 10.9%
5 Year 20.2%
10 Year
15 Year
Since launch 16.9%
Historical performance (Yearly) on absolute basis
YearReturns
2017 42%
2016 -3.1%
2015 0.8%
2014 76.5%
2013 4.1%
2012 52.6%
2011
2010
2009
2008
Fund Manager information for Axis Mid Cap Fund
NameSinceTenure
Shreyash Devalkar23 Nov 161.94 Yr.

Data below for Axis Mid Cap Fund as on 31 Oct 18

Equity Sector Allocation
SectorValue
Consumer Cyclical27.3%
Financial Services26.1%
Health Care9.21%
Technology6.67%
Basic Materials5.82%
Industrials4.33%
Utility2.14%
Consumer Defensive0.59%
Asset Allocation
Asset ClassValue
Cash17.84%
Equity82.16%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Ltd
CBLO | -
17%₹278 Cr
Page Industries Ltd (Consumer Cyclical)
Equity, Since 31 Aug 15 | 532827
5%₹87 Cr29,700
GRUH Finance Ltd (Financial Services)
Equity, Since 31 Aug 15 | 511288
5%₹84 Cr2,908,218
City Union Bank Ltd (Financial Services)
Equity, Since 31 May 15 | CUB
5%₹84 Cr4,915,000
↑ 91,000
Astral Poly Technik Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | ASTRAL
4%₹65 Cr665,158
↑ 92,421
Endurance Technologies Ltd (Consumer Cyclical)
Equity, Since 31 Oct 16 | ENDURANCE
4%₹61 Cr508,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | HDFCBANK
4%₹59 Cr310,000
↓ -37,250
Info Edge (India) Ltd (Technology)
Equity, Since 31 May 17 | NAUKRI
3%₹56 Cr352,000
↑ 11,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | 500034
3%₹55 Cr230,000
↓ -50,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 17 | DIVISLAB
3%₹53 Cr360,000

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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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