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4 Best Equity Funds by Axis Mutual Fund 2018
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
Fund NAV Net 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 -5 2.8 15.3 16.7 45.2 -0.06 Axis Long Term Equity Fund Growth ₹41.868
↑ 0.35 ₹16,467 -8.3 -3.7 4.7 12 20 37.4 -0.1 Axis Bluechip Fund Growth ₹26.69
↑ 0.38 ₹2,927 -5.6 -0.4 8.9 12.9 14.7 38 0.02 Axis Mid Cap Fund Growth ₹33.91
↑ 0.12 ₹1,600 -8.7 -2.6 2.2 10.9 20.2 42 0.15 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
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 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 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 1. Axis Focused 25 Fund
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% . 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.
Date Value 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
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Dec 18 Duration Returns 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
Year Returns 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
Name Since Tenure Jinesh Gopani 7 Jun 16 2.4 Yr. Data below for Axis Focused 25 Fund as on 31 Oct 18
Equity Sector Allocation
Sector Value Financial Services 39.97% Consumer Cyclical 24.92% Technology 11.88% Health Care 4.53% Basic Materials 4.3% Asset Allocation
Asset Class Value Cash 10.77% Equity 89.23% Top Securities Holdings / Portfolio
Name Holding Value Quantity Clearing Corporation Of India Ltd
CBLO | -13% ₹743 Cr HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | HDFCBANK9% ₹522 Cr 2,732,069
↑ 500,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000348% ₹488 Cr 2,048,135
↑ 525,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK8% ₹462 Cr 4,124,344
↑ 200,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | 5325408% ₹449 Cr 2,315,007
↓ -69,631 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 16 | MARUTI6% ₹328 Cr 495,170
↑ 55,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 18 | HDFC5% ₹320 Cr 1,807,956
↓ -392,044 Avenue Supermarts Ltd (Consumer Cyclical)
Equity, Since 30 Apr 17 | 5403764% ₹265 Cr 1,983,636
↑ 374,597 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | 5329784% ₹250 Cr 462,000
↑ 55,000 Net Receivables / (Payables)
Net Current Assets | -4% -₹245 Cr 2. Axis Long Term Equity Fund
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% . 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.
Date Value 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
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Dec 18 Duration Returns 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
Year Returns 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
Name Since Tenure Jinesh Gopani 1 Apr 11 7.59 Yr. Data below for Axis Long Term Equity Fund as on 31 Oct 18
Equity Sector Allocation
Sector Value Financial Services 37.79% Consumer Cyclical 24.39% Technology 13.36% Health Care 5.66% Basic Materials 5.64% Utility 3.25% Industrials 2.8% Consumer Defensive 1.01% Asset Allocation
Asset Class Value Cash 5.95% Equity 93.89% Debt 0.16% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK9% ₹1,453 Cr 7,600,000
↓ -250,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | 5325408% ₹1,390 Cr 7,173,268
↓ -550,454 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 11 | KOTAKBANK7% ₹1,085 Cr 9,696,268
↓ -600,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000346% ₹1,004 Cr 4,212,518
↑ 300,000 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND6% ₹929 Cr 9,691,724 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFC5% ₹797 Cr 4,507,008
↓ -557,304 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 10 | MARUTI5% ₹794 Cr 1,200,317
↑ 188,000 GRUH Finance Ltd (Financial Services)
Equity, Since 31 May 11 | 5112884% ₹730 Cr 25,249,738 Clearing Corporation Of India Ltd
CBLO | -4% ₹683 Cr Avenue Supermarts Ltd (Consumer Cyclical)
Equity, Since 30 Apr 17 | 5403764% ₹644 Cr 4,816,937
↑ 316,937 3. Axis Bluechip Fund
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% . 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.
Date Value 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
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Dec 18 Duration Returns 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
Year Returns 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
Name Since Tenure Shreyash Devalkar 23 Nov 16 1.94 Yr. Data below for Axis Bluechip Fund as on 31 Oct 18
Equity Sector Allocation
Sector Value Financial Services 36.5% Consumer Cyclical 14.77% Technology 10.76% Consumer Defensive 8.65% Basic Materials 4.8% Energy 3.73% Industrials 2.19% Health Care 1.12% Asset Allocation
Asset Class Value Cash 15.88% Equity 84.12% Top Securities Holdings / Portfolio
Name Holding Value Quantity Clearing Corporation Of India Ltd
CBLO | -17% ₹512 Cr HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK10% ₹285 Cr 1,491,000
↑ 141,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK8% ₹225 Cr 2,010,000
↑ 815,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | 5325408% ₹223 Cr 1,150,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 5000346% ₹183 Cr 768,000
↑ 44,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 10 | MARUTI6% ₹164 Cr 248,000
↑ 61,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFC5% ₹145 Cr 820,000
↓ -195,000 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE4% ₹109 Cr 1,030,000
↓ -230,000 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 5006963% ₹102 Cr 630,000 Avenue Supermarts Ltd (Consumer Cyclical)
Equity, Since 31 Mar 17 | 5403763% ₹100 Cr 750,000
↑ 45,000 4. Axis Mid Cap Fund
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% . 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.
Date Value 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
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Dec 18 Duration Returns 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
Year Returns 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
Name Since Tenure Shreyash Devalkar 23 Nov 16 1.94 Yr. Data below for Axis Mid Cap Fund as on 31 Oct 18
Equity Sector Allocation
Sector Value Consumer Cyclical 27.3% Financial Services 26.1% Health Care 9.21% Technology 6.67% Basic Materials 5.82% Industrials 4.33% Utility 2.14% Consumer Defensive 0.59% Asset Allocation
Asset Class Value Cash 17.84% Equity 82.16% Top Securities Holdings / Portfolio
Name Holding Value Quantity Clearing Corporation Of India Ltd
CBLO | -17% ₹278 Cr Page Industries Ltd (Consumer Cyclical)
Equity, Since 31 Aug 15 | 5328275% ₹87 Cr 29,700 GRUH Finance Ltd (Financial Services)
Equity, Since 31 Aug 15 | 5112885% ₹84 Cr 2,908,218 City Union Bank Ltd (Financial Services)
Equity, Since 31 May 15 | CUB5% ₹84 Cr 4,915,000
↑ 91,000 Astral Poly Technik Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | ASTRAL4% ₹65 Cr 665,158
↑ 92,421 Endurance Technologies Ltd (Consumer Cyclical)
Equity, Since 31 Oct 16 | ENDURANCE4% ₹61 Cr 508,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | HDFCBANK4% ₹59 Cr 310,000
↓ -37,250 Info Edge (India) Ltd (Technology)
Equity, Since 31 May 17 | NAUKRI3% ₹56 Cr 352,000
↑ 11,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | 5000343% ₹55 Cr 230,000
↓ -50,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 17 | DIVISLAB3% ₹53 Cr 360,000
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