4 Best Equity Funds by Axis Mutual Fund 2026

Updated on March 18, 2026 , 44827 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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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.

Fund Selection Methodology used to find 4 funds

Category: Equity
Asset Management Company : Axis
AUM Range: 200 to 100000 Cr
Sorted On : 3-year return (high to low)
Tags: fcpro
No Of Funds: 4

Best Axis Equity Mutual Funds

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)	Sharpe Ratio
Axis Mid Cap Fund Growth	₹105.76 ↑ 0.15	₹31,977	-6.5	-8.8	5.6	18.6	14.3	1	1.19
Axis Long Term Equity Fund Growth	₹87.7756 ↑ 0.40	₹33,186	-9.7	-10.8	-1.7	13.7	7.5	4.4	0.8
Axis Bluechip Fund Growth	₹55.63 ↑ 0.21	₹32,437	-10	-10	-1.7	11	7.5	6.3	0.72
Axis Focused 25 Fund Growth	₹48.67 ↑ 0.25	₹11,305	-10.8	-13.6	-3.4	10.8	5.2	2.5	0.46
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Mar 26
Note: Ratio's shown as on 28 Feb 26

Research Highlights & Commentary of 4 Funds showcased

Commentary	Axis Mid Cap Fund	Axis Long Term Equity Fund	Axis Bluechip Fund	Axis Focused 25 Fund
Point 1	Lower mid AUM (₹31,977 Cr).	Highest AUM (₹33,186 Cr).	Upper mid AUM (₹32,437 Cr).	Bottom quartile AUM (₹11,305 Cr).
Point 2	Established history (15+ yrs).	Oldest track record among peers (16 yrs).	Established history (16+ yrs).	Established history (13+ yrs).
Point 3	Rating: 1★ (bottom quartile).	Rating: 3★ (upper mid).	Rating: 2★ (lower mid).	Top rated.
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 14.33% (top quartile).	5Y return: 7.50% (upper mid).	5Y return: 7.48% (lower mid).	5Y return: 5.19% (bottom quartile).
Point 6	3Y return: 18.65% (top quartile).	3Y return: 13.67% (upper mid).	3Y return: 11.00% (lower mid).	3Y return: 10.76% (bottom quartile).
Point 7	1Y return: 5.56% (top quartile).	1Y return: -1.75% (lower mid).	1Y return: -1.71% (upper mid).	1Y return: -3.38% (bottom quartile).
Point 8	Alpha: 0.00 (top quartile).	Alpha: -1.79 (upper mid).	Alpha: -2.14 (lower mid).	Alpha: -6.09 (bottom quartile).
Point 9	Sharpe: 1.19 (top quartile).	Sharpe: 0.80 (upper mid).	Sharpe: 0.72 (lower mid).	Sharpe: 0.46 (bottom quartile).
Point 10	Information ratio: 0.00 (top quartile).	Information ratio: -0.40 (upper mid).	Information ratio: -0.93 (lower mid).	Information ratio: -1.02 (bottom quartile).

Axis Mid Cap Fund

Lower mid AUM (₹31,977 Cr).
Established history (15+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 14.33% (top quartile).
3Y return: 18.65% (top quartile).
1Y return: 5.56% (top quartile).
Alpha: 0.00 (top quartile).
Sharpe: 1.19 (top quartile).
Information ratio: 0.00 (top quartile).

Axis Long Term Equity Fund

Highest AUM (₹33,186 Cr).
Oldest track record among peers (16 yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 7.50% (upper mid).
3Y return: 13.67% (upper mid).
1Y return: -1.75% (lower mid).
Alpha: -1.79 (upper mid).
Sharpe: 0.80 (upper mid).
Information ratio: -0.40 (upper mid).

Axis Bluechip Fund

Upper mid AUM (₹32,437 Cr).
Established history (16+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 7.48% (lower mid).
3Y return: 11.00% (lower mid).
1Y return: -1.71% (upper mid).
Alpha: -2.14 (lower mid).
Sharpe: 0.72 (lower mid).
Information ratio: -0.93 (lower mid).

Axis Focused 25 Fund

Bottom quartile AUM (₹11,305 Cr).
Established history (13+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 5.19% (bottom quartile).
3Y return: 10.76% (bottom quartile).
1Y return: -3.38% (bottom quartile).
Alpha: -6.09 (bottom quartile).
Sharpe: 0.46 (bottom quartile).
Information ratio: -1.02 (bottom quartile).

About the Fincash Research Team

At Fincash, our mission is to help investors make informed, confident decisions. With over 10 years in Mutual Fund distribution, our team blends deep industry expertise with a commitment to transparency, accuracy, and investor education.

Who We Are

AMFI Registration No.: 112358
MCA CIN: U74999MH2016PTC282153
Location: Thane, Maharashtra, India
Experience: 10+ years in Mutual Fund distribution

Our Expertise

Certified Mutual Fund Distributors with hands-on advisory experience.
Market analysts tracking performance, macro trends, and sectors.
Data specialists processing NAVs, allocations, and risk metrics from Morning Star.

Our Research Process

Data sourcing: SEBI-registered fund houses & verified third-party provider Morning Star
Screening: Returns, manager track record, expenses, sector mix, risk-adjusted metrics.
Expert review: Senior team members review every article and list for accuracy.
Updates: Regular refreshes so performance data reflects current market conditions.

Why Trust Us

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Investor-first: No pay-to-promote lists; suitability and performance drive coverage.
Education-focused: We simplify complex concepts for everyday investors.

Disclaimer

Content is for educational and informational purposes only and is not investment advice. Please consider your risk profile and consult a financial advisor before investing.

*List of funds based on Assets >= 200 Crore & Sorted on 3 Year CAGR Returns.

1. 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.

Research Highlights for Axis Mid Cap Fund

Lower mid AUM (₹31,977 Cr).
Established history (15+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 14.33% (top quartile).
3Y return: 18.65% (top quartile).
1Y return: 5.56% (top quartile).
Alpha: 0.00 (top quartile).
Sharpe: 1.19 (top quartile).
Information ratio: 0.00 (top quartile).
Top sector: Consumer Cyclical.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~92%).
High-quality debt (AAA/AA ~100%).
Largest holding The Federal Bank Ltd (~4.0%).

Below is the key information for Axis Mid Cap Fund

Axis Mid Cap Fund Growth
Launch Date	18 Feb 11
NAV (20 Mar 26)	₹105.76 ↑ 0.15 (0.14 %)
Net Assets (Cr)	₹31,977 on 28 Feb 26
Category	Equity - Mid Cap
AMC	Axis Asset Management Company Limited
Rating	☆
Risk	Moderately High
Expense Ratio	1.57
Sharpe Ratio	1.19
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
28 Feb 21	₹10,000
28 Feb 22	₹12,184
28 Feb 23	₹12,206
29 Feb 24	₹16,720
28 Feb 25	₹17,650
28 Feb 26	₹21,316

Axis Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 Invest Now

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 20 Mar 26

Duration	Returns
1 Month	-6.6%
3 Month	-6.5%
6 Month	-8.8%
1 Year	5.6%
3 Year	18.6%
5 Year	14.3%
10 Year
15 Year
Since launch	16.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	1%
2023	30%
2022	29.6%
2021	-5.1%
2020	39.9%
2019	26%
2018	11.3%
2017	3.5%
2016	42%
2015	-3.1%

Fund Manager information for Axis Mid Cap Fund

Name	Since	Tenure
Shreyash Devalkar	23 Nov 16	9.27 Yr.
Nitin Arora	3 Aug 23	2.58 Yr.
Krishnaa N	1 Mar 24	2 Yr.

Data below for Axis Mid Cap Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Consumer Cyclical	19.15%
Industrials	19.08%
Financial Services	18.53%
Health Care	10.24%
Basic Materials	7.85%
Technology	5.6%
Communication Services	2.86%
Real Estate	2.5%
Utility	1.51%
Energy	1.1%

Asset Allocation

Asset Class	Value
Cash	7.94%
Equity	91.83%
Debt	0.2%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 31 Mar 23 \| FEDERALBNK	4%	₹1,273 Cr	42,439,122 ↑ 2,848,417
Fortis Healthcare Ltd (Healthcare) Equity, Since 31 Mar 22 \| FORTIS	4%	₹1,231 Cr	13,060,764
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 31 Jul 24 \| MCX	3%	₹872 Cr	3,569,065
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| GVT&D	2%	₹763 Cr	1,982,807 ↑ 116,524
Schaeffler India Ltd (Consumer Cyclical) Equity, Since 31 Jul 21 \| SCHAEFFLER	2%	₹735 Cr	1,686,972 ↑ 80,977
Indian Hotels Co Ltd (Consumer Cyclical) Equity, Since 31 Oct 20 \| INDHOTEL	2%	₹721 Cr	10,812,201
Nifty Bank Future Mar 26 - \| -	2%	₹630 Cr	103,380 ↑ 103,380
Phoenix Mills Ltd (Real Estate) Equity, Since 31 May 22 \| PHOENIXLTD	2%	₹614 Cr	3,700,614
Coromandel International Ltd (Basic Materials) Equity, Since 30 Jun 20 \| COROMANDEL	2%	₹598 Cr	2,692,866
TVS Motor Co Ltd (Consumer Cyclical) Equity, Since 28 Feb 22 \| TVSMOTOR	2%	₹580 Cr	1,498,641

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.

Research Highlights for Axis Long Term Equity Fund

Highest AUM (₹33,186 Cr).
Oldest track record among peers (16 yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 7.50% (upper mid).
3Y return: 13.67% (upper mid).
1Y return: -1.75% (lower mid).
Alpha: -1.79 (upper mid).
Sharpe: 0.80 (upper mid).
Information ratio: -0.40 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
High-quality debt (AAA/AA ~100%).
Largest holding ICICI Bank Ltd (~7.3%).

Below is the key information for Axis Long Term Equity Fund

Axis Long Term Equity Fund Growth
Launch Date	29 Dec 09
NAV (20 Mar 26)	₹87.7756 ↑ 0.40 (0.46 %)
Net Assets (Cr)	₹33,186 on 28 Feb 26
Category	Equity - ELSS
AMC	Axis Asset Management Company Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.52
Sharpe Ratio	0.8
Information Ratio	-0.4
Alpha Ratio	-1.79
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
28 Feb 21	₹10,000
28 Feb 22	₹11,226
28 Feb 23	₹10,220
29 Feb 24	₹13,350
28 Feb 25	₹13,982
28 Feb 26	₹15,924

Axis Long Term Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070 Invest Now

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 20 Mar 26

Duration	Returns
1 Month	-9.1%
3 Month	-9.7%
6 Month	-10.8%
1 Year	-1.7%
3 Year	13.7%
5 Year	7.5%
10 Year
15 Year
Since launch	14.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	4.4%
2023	17.4%
2022	22%
2021	-12%
2020	24.5%
2019	20.5%
2018	14.8%
2017	2.7%
2016	37.4%
2015	-0.7%

Fund Manager information for Axis Long Term Equity Fund

Name	Since	Tenure
Shreyash Devalkar	4 Aug 23	2.57 Yr.
Ashish Naik	3 Aug 23	2.58 Yr.

Data below for Axis Long Term Equity Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	33%
Consumer Cyclical	15.41%
Industrials	10.56%
Basic Materials	9.36%
Health Care	8.23%
Technology	6.66%
Communication Services	3.94%
Consumer Defensive	3.47%
Energy	2.82%
Utility	2.63%
Real Estate	0.73%

Asset Allocation

Asset Class	Value
Cash	3.16%
Equity	96.82%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Dec 23 \| ICICIBANK	7%	₹2,425 Cr	17,583,598
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| HDFCBANK	7%	₹2,169 Cr	24,434,367 ↓ -1,114,433
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 23 \| BHARTIARTL	4%	₹1,231 Cr	6,550,843
Infosys Ltd (Technology) Equity, Since 31 May 24 \| INFY	3%	₹1,121 Cr	8,625,018 ↑ 377,631
Bajaj Finance Ltd (Financial Services) Equity, Since 30 Sep 16 \| BAJFINANCE	3%	₹1,109 Cr	11,137,972 ↓ -478,697
State Bank of India (Financial Services) Equity, Since 29 Feb 24 \| SBIN	3%	₹992 Cr	8,254,651
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 23 \| LT	3%	₹986 Cr	2,304,465
Reliance Industries Ltd (Energy) Equity, Since 31 Jan 24 \| RELIANCE	3%	₹937 Cr	6,720,179 ↑ 1,287,269
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Apr 22 \| M&M	3%	₹868 Cr	2,553,615 ↑ 126,793
Pidilite Industries Ltd (Basic Materials) Equity, Since 30 Nov 14 \| PIDILITIND	2%	₹746 Cr	5,002,712

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.

Research Highlights for Axis Bluechip Fund

Upper mid AUM (₹32,437 Cr).
Established history (16+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 7.48% (lower mid).
3Y return: 11.00% (lower mid).
1Y return: -1.71% (upper mid).
Alpha: -2.14 (lower mid).
Sharpe: 0.72 (lower mid).
Information ratio: -0.93 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
High-quality debt (AAA/AA ~100%).
Largest holding ICICI Bank Ltd (~8.7%).

Below is the key information for Axis Bluechip Fund

Axis Bluechip Fund Growth
Launch Date	5 Jan 10
NAV (20 Mar 26)	₹55.63 ↑ 0.21 (0.38 %)
Net Assets (Cr)	₹32,437 on 28 Feb 26
Category	Equity - Large Cap
AMC	Axis Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	0.68
Sharpe Ratio	0.72
Information Ratio	-0.93
Alpha Ratio	-2.14
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
28 Feb 21	₹10,000
28 Feb 22	₹11,469
28 Feb 23	₹10,897
29 Feb 24	₹13,746
28 Feb 25	₹14,094
28 Feb 26	₹15,841

Axis Bluechip Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070 Invest Now

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 20 Mar 26

Duration	Returns
1 Month	-9.3%
3 Month	-10%
6 Month	-10%
1 Year	-1.7%
3 Year	11%
5 Year	7.5%
10 Year
15 Year
Since launch	11.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	6.3%
2023	13.7%
2022	17.4%
2021	-5.7%
2020	20.6%
2019	19.7%
2018	18.6%
2017	6.5%
2016	38%
2015	-3.6%

Fund Manager information for Axis Bluechip Fund

Name	Since	Tenure
Shreyash Devalkar	23 Nov 16	9.27 Yr.
Jayesh Sundar	4 Nov 24	1.32 Yr.
Krishnaa N	1 Mar 24	2 Yr.

Data below for Axis Bluechip Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	34.24%
Consumer Cyclical	14.43%
Industrials	10.66%
Technology	6.71%
Health Care	6.28%
Energy	6.14%
Basic Materials	4.9%
Communication Services	4.45%
Consumer Defensive	2.66%
Utility	1.49%

Asset Allocation

Asset Class	Value
Cash	6.1%
Equity	93.65%
Debt	0.23%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 30 Sep 18 \| ICICIBANK	9%	₹2,831 Cr	20,529,484 ↑ 631,596
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| HDFCBANK	8%	₹2,691 Cr	30,309,034 ↓ -360,577
Reliance Industries Ltd (Energy) Equity, Since 28 Feb 18 \| RELIANCE	6%	₹1,965 Cr	14,094,553 ↓ -1,180,616
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Nov 21 \| LT	5%	₹1,700 Cr	3,974,189 ↓ -269,040
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Nov 19 \| BHARTIARTL	4%	₹1,430 Cr	7,611,606 ↓ -340,414
State Bank of India (Financial Services) Equity, Since 31 May 21 \| SBIN	4%	₹1,369 Cr	11,394,189 ↓ -1,257,761
Infosys Ltd (Technology) Equity, Since 31 Dec 17 \| INFY	4%	₹1,310 Cr	10,074,893 ↓ -1,157,318
Bajaj Finance Ltd (Financial Services) Equity, Since 31 Jul 17 \| BAJFINANCE	4%	₹1,267 Cr	12,723,086 ↓ -337,599
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Aug 11 \| KOTAKBANK	4%	₹1,169 Cr	28,163,781 ↑ 4,878,201
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Nov 21 \| M&M	4%	₹1,158 Cr	3,407,857 ↑ 91,142

4. 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.

Research Highlights for Axis Focused 25 Fund

Bottom quartile AUM (₹11,305 Cr).
Established history (13+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 5.19% (bottom quartile).
3Y return: 10.76% (bottom quartile).
1Y return: -3.38% (bottom quartile).
Alpha: -6.09 (bottom quartile).
Sharpe: 0.46 (bottom quartile).
Information ratio: -1.02 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~89%).
Largest holding ICICI Bank Ltd (~9.2%).

Below is the key information for Axis Focused 25 Fund

Axis Focused 25 Fund Growth
Launch Date	29 Jun 12
NAV (20 Mar 26)	₹48.67 ↑ 0.25 (0.52 %)
Net Assets (Cr)	₹11,305 on 28 Feb 26
Category	Equity - Focused
AMC	Axis Asset Management Company Limited
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.73
Sharpe Ratio	0.46
Information Ratio	-1.02
Alpha Ratio	-6.09
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
28 Feb 21	₹10,000
28 Feb 22	₹11,338
28 Feb 23	₹9,874
29 Feb 24	₹12,372
28 Feb 25	₹12,690
28 Feb 26	₹14,063

Axis Focused 25 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹349,120.
Net Profit of ₹49,120 Invest Now

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 20 Mar 26

Duration	Returns
1 Month	-8.4%
3 Month	-10.8%
6 Month	-13.6%
1 Year	-3.4%
3 Year	10.8%
5 Year	5.2%
10 Year
15 Year
Since launch	12.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	2.5%
2023	14.8%
2022	17.2%
2021	-14.5%
2020	24%
2019	21%
2018	14.7%
2017	0.6%
2016	45.2%
2015	4.6%

Fund Manager information for Axis Focused 25 Fund

Name	Since	Tenure
Sachin Relekar	1 Feb 24	2.08 Yr.
Krishnaa N	1 Mar 24	2 Yr.

Data below for Axis Focused 25 Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	30.99%
Consumer Cyclical	12.82%
Health Care	11.89%
Industrials	10.6%
Communication Services	4.37%
Basic Materials	3.87%
Utility	3.73%
Technology	3.42%
Real Estate	2.78%
Energy	2.41%
Consumer Defensive	1.68%

Asset Allocation

Asset Class	Value
Cash	11.44%
Equity	88.56%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jul 21 \| ICICIBANK	9%	₹1,043 Cr	7,561,667 ↓ -580,300
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 23 \| HDFCBANK	6%	₹730 Cr	8,225,346 ↓ -498,600
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Jul 24 \| 543320	5%	₹580 Cr	23,556,230
Divi's Laboratories Ltd (Healthcare) Equity, Since 31 Jul 19 \| DIVISLAB	5%	₹570 Cr	889,114
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 31 Dec 22 \| CHOLAFIN	5%	₹554 Cr	3,200,687 ↓ -70,823
Apollo Hospitals Enterprise Ltd (Healthcare) Equity, Since 30 Sep 22 \| APOLLOHOSP	5%	₹523 Cr	668,123
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Dec 23 \| BHARTIARTL	4%	₹494 Cr	2,627,988
Pidilite Industries Ltd (Basic Materials) Equity, Since 30 Jun 16 \| PIDILITIND	4%	₹437 Cr	2,931,176
Torrent Power Ltd (Utilities) Equity, Since 28 Feb 21 \| TORNTPOWER	4%	₹422 Cr	2,692,835
Bajaj Finance Ltd (Financial Services) Equity, Since 30 Sep 16 \| BAJFINANCE	4%	₹413 Cr	4,148,137 ↑ 235,600

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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.