fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-48913909
Top 4 Best Equity Funds by Axis Mutual Fund 2023 | Fincash

Fincash » Axis Mutual Fund » Equities

4 Best Equity Funds by Axis Mutual Fund 2023

Updated on January 25, 2023 , 38298 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.

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

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 (%)2022 (%)Sharpe Ratio
Axis Mid Cap Fund Growth ₹63.92
↓ -0.64
₹19,144-6-1.1-315.713.5-5.1-0.55
Axis Bluechip Fund Growth ₹41.79
↓ -0.48
₹35,198-4.80.5-5.69.110.2-5.7-0.6
Axis Long Term Equity Fund Growth ₹61.384
↓ -0.35
₹30,472-7.1-3-10.47.17.6-12-0.81
Axis Focused 25 Fund Growth ₹36.76
↓ -0.35
₹16,724-8.9-6.2-13.65.66.5-14.5-1.01
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jan 23
Note: Ratio's shown as on 31 Dec 22
*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.

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 16.8% since its launch.  Ranked 41 in Mid Cap category.  Return for 2022 was -5.1% , 2021 was 39.9% and 2020 was 26% .

Below is the key information for Axis Mid Cap Fund

Axis Mid Cap Fund
Growth
Launch Date 18 Feb 11
NAV (27 Jan 23) ₹63.92 ↓ -0.64   (-0.99 %)
Net Assets (Cr) ₹19,144 on 31 Dec 22
Category Equity - Mid Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.82
Sharpe Ratio -0.55
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.

DateValue
31 Dec 17₹10,000
31 Dec 18₹10,351
31 Dec 19₹11,524
31 Dec 20₹14,521
31 Dec 21₹20,319
31 Dec 22₹19,289

Axis Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
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 27 Jan 23

DurationReturns
1 Month -3.8%
3 Month -6%
6 Month -1.1%
1 Year -3%
3 Year 15.7%
5 Year 13.5%
10 Year
15 Year
Since launch 16.8%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Shreyash Devalkar23 Nov 166.11 Yr.
Hitesh Das18 Dec 202.04 Yr.

Data below for Axis Mid Cap Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Consumer Cyclical25.02%
Financial Services16.39%
Industrials15.85%
Basic Materials12.44%
Technology7.2%
Health Care4.96%
Consumer Defensive2.41%
Utility1.83%
Communication Services1.28%
Real Estate1.08%
Asset Allocation
Asset ClassValue
Cash11.42%
Equity88.46%
Debt0.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK
4%₹859 Cr9,018,750
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN
4%₹799 Cr11,173,735
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | 500251
4%₹695 Cr4,724,900
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 500850
3%₹600 Cr18,663,591
↑ 1,590,028
PI Industries Ltd (Basic Materials)
Equity, Since 31 Mar 19 | PIIND
3%₹589 Cr1,686,694
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | 500034
3%₹583 Cr867,004
Supreme Industries Ltd (Industrials)
Equity, Since 31 Dec 16 | 509930
3%₹541 Cr2,220,325
Astral Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL
2%₹489 Cr2,596,080
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT
2%₹478 Cr1,149,635
↑ 88,064
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
2%₹475 Cr1,180,653

2. 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 2022 was -5.7% , 2021 was 20.6% and 2020 was 19.7% .

Below is the key information for Axis Bluechip Fund

Axis Bluechip Fund
Growth
Launch Date 5 Jan 10
NAV (27 Jan 23) ₹41.79 ↓ -0.48   (-1.14 %)
Net Assets (Cr) ₹35,198 on 31 Dec 22
Category Equity - Large Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.65
Sharpe Ratio -0.6
Information Ratio -0.74
Alpha Ratio -11.59
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.

DateValue
31 Dec 17₹10,000
31 Dec 18₹10,654
31 Dec 19₹12,633
31 Dec 20₹15,124
31 Dec 21₹18,246
31 Dec 22₹17,213

Axis Bluechip Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
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 27 Jan 23

DurationReturns
1 Month -4.4%
3 Month -4.8%
6 Month 0.5%
1 Year -5.6%
3 Year 9.1%
5 Year 10.2%
10 Year
15 Year
Since launch 11.6%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Shreyash Devalkar23 Nov 166.11 Yr.
Hitesh Das2 Nov 202.16 Yr.

Data below for Axis Bluechip Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services39.28%
Technology12.39%
Consumer Defensive9.98%
Consumer Cyclical7.5%
Basic Materials6.67%
Energy4.49%
Health Care3.49%
Industrials3.24%
Communication Services3.04%
Real Estate0.49%
Asset Allocation
Asset ClassValue
Cash9.23%
Equity90.57%
Debt0.2%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
10%₹3,708 Cr38,910,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 500034
9%₹3,148 Cr4,684,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
8%₹3,017 Cr18,760,000
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY
7%₹2,640 Cr16,148,409
↑ 384,409
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
7%₹2,432 Cr6,042,494
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK
5%₹1,661 Cr8,530,000
↓ -390,000
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE
4%₹1,656 Cr6,064,000
↑ 702,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
4%₹1,643 Cr4,845,775
↑ 143,775
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M
3%₹1,106 Cr8,475,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 21 | LT
3%₹1,067 Cr5,141,466

3. 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 14.9% since its launch.  Ranked 20 in ELSS category.  Return for 2022 was -12% , 2021 was 24.5% and 2020 was 20.5% .

Below is the key information for Axis Long Term Equity Fund

Axis Long Term Equity Fund
Growth
Launch Date 29 Dec 09
NAV (27 Jan 23) ₹61.384 ↓ -0.35   (-0.57 %)
Net Assets (Cr) ₹30,472 on 31 Dec 22
Category Equity - ELSS
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.61
Sharpe Ratio -0.81
Information Ratio -0.99
Alpha Ratio -16.37
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Dec 17₹10,000
31 Dec 18₹10,267
31 Dec 19₹11,790
31 Dec 20₹14,209
31 Dec 21₹17,695
31 Dec 22₹15,577

Axis Long Term Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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 27 Jan 23

DurationReturns
1 Month -5.9%
3 Month -7.1%
6 Month -3%
1 Year -10.4%
3 Year 7.1%
5 Year 7.6%
10 Year
15 Year
Since launch 14.9%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Jinesh Gopani1 Apr 1111.76 Yr.

Data below for Axis Long Term Equity Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services33.6%
Consumer Defensive15.02%
Basic Materials12.74%
Consumer Cyclical9.66%
Technology9.27%
Health Care7.41%
Communication Services5.61%
Utility4.62%
Industrials1.78%
Asset Allocation
Asset ClassValue
Cash0.28%
Equity99.72%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
9%₹2,838 Cr7,050,939
↓ -29,507
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
9%₹2,793 Cr4,156,053
↓ -7,286
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS
8%₹2,417 Cr7,126,918
↑ 201,640
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 11 | KOTAKBANK
7%₹2,295 Cr11,789,401
Nestle India Ltd (Consumer Defensive)
Equity, Since 31 Aug 14 | NESTLEIND
6%₹1,907 Cr944,803
↓ -1,115
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND
6%₹1,778 Cr6,467,025
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 May 14 | NAUKRI
6%₹1,772 Cr4,436,050
↑ 139,620
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFC
5%₹1,700 Cr6,313,486
↓ -100,000
Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Jun 20 | 532978
5%₹1,484 Cr9,124,620
Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 13 | 532779
5%₹1,460 Cr27,148,236

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.

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 13.1% since its launch.  Ranked 7 in Focused category.  Return for 2022 was -14.5% , 2021 was 24% and 2020 was 21% .

Below is the key information for Axis Focused 25 Fund

Axis Focused 25 Fund
Growth
Launch Date 29 Jun 12
NAV (27 Jan 23) ₹36.76 ↓ -0.35   (-0.94 %)
Net Assets (Cr) ₹16,724 on 31 Dec 22
Category Equity - Focused
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.75
Sharpe Ratio -1.01
Information Ratio -1.28
Alpha Ratio -19.36
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.

DateValue
31 Dec 17₹10,000
31 Dec 18₹10,064
31 Dec 19₹11,538
31 Dec 20₹13,962
31 Dec 21₹17,313
31 Dec 22₹14,803

Axis Focused 25 Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹357,992.
Net Profit of ₹57,992
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 27 Jan 23

DurationReturns
1 Month -7.2%
3 Month -8.9%
6 Month -6.2%
1 Year -13.6%
3 Year 5.6%
5 Year 6.5%
10 Year
15 Year
Since launch 13.1%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Jinesh Gopani7 Jun 166.57 Yr.
Hitesh Das2 Nov 202.16 Yr.

Data below for Axis Focused 25 Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services30.19%
Basic Materials15.42%
Technology11.67%
Consumer Defensive8.74%
Health Care6.6%
Communication Services5.45%
Consumer Cyclical4.73%
Energy2.82%
Utility1.62%
Asset Allocation
Asset ClassValue
Cash0.17%
Equity99.61%
Debt0.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
9%₹1,569 Cr2,334,535
↓ -15,172
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
9%₹1,564 Cr3,885,119
↓ -6,989
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
8%₹1,493 Cr4,403,985
↑ 321,768
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND
7%₹1,330 Cr4,838,013
↑ 45,611
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
7%₹1,321 Cr6,785,268
↓ -200,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 21 | ICICIBANK
6%₹998 Cr10,469,936
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jul 16 | NAUKRI
5%₹976 Cr2,443,464
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 18 | HDFC
5%₹844 Cr3,134,248
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB
5%₹843 Cr2,474,805
↓ -565,324
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | 532978
4%₹671 Cr4,126,590

How to Invest in Axis Mutual Fund Online?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

    Get Started

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.
How helpful was this page ?
Rated 4.5, based on 19 reviews.
POST A COMMENT

1 - 3 of 3