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4 Best Equity Funds by Axis Mutual Fund 2024
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 (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 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 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 (%) 2023 (%) Sharpe Ratio Axis Mid Cap Fund Growth ₹94.11
↑ 0.06 ₹25,537 10.3 25 43 20.1 21.1 29.6 2.83 Axis Bluechip Fund Growth ₹54.45
↓ -0.53 ₹33,523 7.4 20.8 28.7 12.6 13.7 17.4 2.26 Axis Long Term Equity Fund Growth ₹85.3434
↓ -0.64 ₹35,474 9.8 22.3 34.9 12.3 14 22 2.46 Axis Focused 25 Fund Growth ₹49.35
↓ -0.47 ₹14,087 9.2 21.8 31.4 9.8 12.3 17.2 2.03 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Apr 24 Note: Ratio's shown as on 31 Mar 24 Assets >= 200 Crore & Sorted on 3 Year CAGR Returns.
1. Axis Mid Cap Fund
CAGR/Annualized return of 18.5% since its launch. Ranked 41 in Mid Cap category. Return for 2023 was 29.6% , 2022 was -5.1% and 2021 was 39.9% . Axis Mid Cap Fund
Growth Launch Date 18 Feb 11 NAV (26 Apr 24) ₹94.11 ↑ 0.06 (0.06 %) Net Assets (Cr) ₹25,537 on 31 Mar 24 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio 2.83 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 Mar 19 ₹10,000 31 Mar 20 ₹8,940 31 Mar 21 ₹14,997 31 Mar 22 ₹18,504 31 Mar 23 ₹17,666 31 Mar 24 ₹24,964 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Apr 24 Duration Returns 1 Month 4.9% 3 Month 10.3% 6 Month 25% 1 Year 43% 3 Year 20.1% 5 Year 21.1% 10 Year 15 Year Since launch 18.5% Historical performance (Yearly) on absolute basis
Year Returns 2023 29.6% 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% Fund Manager information for Axis Mid Cap Fund
Name Since Tenure Shreyash Devalkar 23 Nov 16 7.36 Yr. Nitin Arora 3 Aug 23 0.66 Yr. Krishnaa N 1 Mar 24 0.08 Yr. Data below for Axis Mid Cap Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Consumer Cyclical 26.24% Industrials 20.22% Financial Services 13.88% Basic Materials 9.58% Health Care 9.27% Technology 6.56% Real Estate 3.22% Utility 2.03% Communication Services 1.57% Consumer Defensive 1.4% Energy 0.99% Asset Allocation
Asset Class Value Cash 5.05% Equity 94.95% Top Securities Holdings / Portfolio
Name Holding Value Quantity Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | 5002515% ₹1,192 Cr 3,071,564
↓ -562,991 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 5008504% ₹1,076 Cr 18,346,842
↓ -1,119,895 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT3% ₹833 Cr 964,833
↓ -235,602 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN3% ₹831 Cr 7,634,003 Supreme Industries Ltd (Industrials)
Equity, Since 31 Dec 16 | 5099303% ₹825 Cr 1,988,643
↓ -180,463 Cummins India Ltd (Industrials)
Equity, Since 28 Feb 21 | 5004803% ₹767 Cr 2,800,715 Sona BLW Precision Forgings Ltd (Consumer Cyclical)
Equity, Since 30 Jun 21 | 5433003% ₹697 Cr 10,106,515 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK3% ₹677 Cr 6,430,763
↓ -476,987 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 May 22 | 5031003% ₹635 Cr 2,299,152 Astral Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL2% ₹602 Cr 2,909,916
↓ -221,285 2. Axis Bluechip Fund
CAGR/Annualized return of 12.6% since its launch. Ranked 58 in Large Cap category. Return for 2023 was 17.4% , 2022 was -5.7% and 2021 was 20.6% . Axis Bluechip Fund
Growth Launch Date 5 Jan 10 NAV (26 Apr 24) ₹54.45 ↓ -0.53 (-0.96 %) Net Assets (Cr) ₹33,523 on 31 Mar 24 Category Equity - Large Cap AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.6 Sharpe Ratio 2.26 Information Ratio -1.32 Alpha Ratio 1.25 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 Mar 19 ₹10,000 31 Mar 20 ₹9,191 31 Mar 21 ₹13,683 31 Mar 22 ₹15,829 31 Mar 23 ₹14,652 31 Mar 24 ₹19,339 Returns for Axis Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Apr 24 Duration Returns 1 Month 1.4% 3 Month 7.4% 6 Month 20.8% 1 Year 28.7% 3 Year 12.6% 5 Year 13.7% 10 Year 15 Year Since launch 12.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 17.4% 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% Fund Manager information for Axis Bluechip Fund
Name Since Tenure Shreyash Devalkar 23 Nov 16 7.36 Yr. Ashish Naik 3 Aug 23 0.66 Yr. Krishnaa N 1 Mar 24 0.08 Yr. Data below for Axis Bluechip Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Financial Services 30.23% Consumer Cyclical 15.06% Technology 10.43% Consumer Defensive 9.6% Energy 8.07% Industrials 6.88% Health Care 6.16% Communication Services 5.17% Basic Materials 4.46% Real Estate 1.84% Utility 1.42% Asset Allocation
Asset Class Value Cash 0.66% Equity 99.34% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK8% ₹2,495 Cr 23,716,639
↓ -483,361 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK7% ₹2,218 Cr 15,805,000 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE7% ₹2,174 Cr 7,442,138
↓ -112,858 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 5000346% ₹1,968 Cr 3,030,245 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS6% ₹1,837 Cr 4,485,808
↓ -80,000 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 5403765% ₹1,692 Cr 4,316,583
↓ -350,726 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 21 | LT4% ₹1,365 Cr 3,926,462
↓ -555,783 Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY4% ₹1,210 Cr 7,229,563
↓ -1,217,954 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL3% ₹1,124 Cr 10,002,501
↓ -293,861 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Sep 21 | SUNPHARMA3% ₹1,097 Cr 6,950,290 3. Axis Long Term Equity Fund
CAGR/Annualized return of 16.1% since its launch. Ranked 20 in ELSS category. Return for 2023 was 22% , 2022 was -12% and 2021 was 24.5% . Axis Long Term Equity Fund
Growth Launch Date 29 Dec 09 NAV (26 Apr 24) ₹85.3434 ↓ -0.64 (-0.75 %) Net Assets (Cr) ₹35,474 on 31 Mar 24 Category Equity - ELSS AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.61 Sharpe Ratio 2.46 Information Ratio -1.02 Alpha Ratio 5.36 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 19 ₹10,000 31 Mar 20 ₹8,809 31 Mar 21 ₹13,885 31 Mar 22 ₹15,668 31 Mar 23 ₹13,903 31 Mar 24 ₹19,351 Returns for Axis Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Apr 24 Duration Returns 1 Month 2% 3 Month 9.8% 6 Month 22.3% 1 Year 34.9% 3 Year 12.3% 5 Year 14% 10 Year 15 Year Since launch 16.1% Historical performance (Yearly) on absolute basis
Year Returns 2023 22% 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% Fund Manager information for Axis Long Term Equity Fund
Name Since Tenure Shreyash Devalkar 4 Aug 23 0.66 Yr. Ashish Naik 3 Aug 23 0.66 Yr. Data below for Axis Long Term Equity Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Financial Services 23.93% Consumer Cyclical 12.74% Basic Materials 10.5% Technology 10.22% Consumer Defensive 9.93% Health Care 8.38% Industrials 7.63% Utility 6.47% Communication Services 5.89% Energy 1.8% Asset Allocation
Asset Class Value Cash 2.5% Equity 97.5% Top Securities Holdings / Portfolio
Name Holding Value Quantity Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS7% ₹2,509 Cr 6,125,879
↓ -78,994 Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 13 | 5327796% ₹2,078 Cr 19,282,984
↓ -328,235 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000346% ₹2,008 Cr 3,091,472 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 5403765% ₹1,779 Cr 4,539,682
↓ -363,715 Nestle India Ltd (Consumer Defensive)
Equity, Since 31 Aug 14 | NESTLEIND5% ₹1,572 Cr 6,055,941
↓ -801,928 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK5% ₹1,546 Cr 11,016,916
↑ 700,900 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 May 14 | NAUKRI5% ₹1,533 Cr 2,910,169
↓ -261,773 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND4% ₹1,398 Cr 5,108,360 PI Industries Ltd (Basic Materials)
Equity, Since 30 Sep 20 | PIIND3% ₹1,070 Cr 2,912,916 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 17 | DIVISLAB3% ₹998 Cr 2,859,692
↓ -758,532 4. Axis Focused 25 Fund
CAGR/Annualized return of 14.5% since its launch. Ranked 7 in Focused category. Return for 2023 was 17.2% , 2022 was -14.5% and 2021 was 24% . Axis Focused 25 Fund
Growth Launch Date 29 Jun 12 NAV (26 Apr 24) ₹49.35 ↓ -0.47 (-0.94 %) Net Assets (Cr) ₹14,087 on 31 Mar 24 Category Equity - Focused AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio 2.03 Information Ratio -1.35 Alpha Ratio -0.28 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 Mar 19 ₹10,000 31 Mar 20 ₹8,631 31 Mar 21 ₹13,830 31 Mar 22 ₹15,908 31 Mar 23 ₹13,458 31 Mar 24 ₹18,118 Returns for Axis Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Apr 24 Duration Returns 1 Month 2% 3 Month 9.2% 6 Month 21.8% 1 Year 31.4% 3 Year 9.8% 5 Year 12.3% 10 Year 15 Year Since launch 14.5% Historical performance (Yearly) on absolute basis
Year Returns 2023 17.2% 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% Fund Manager information for Axis Focused 25 Fund
Name Since Tenure Sachin Relekar 1 Feb 24 0.16 Yr. Hitesh Das 3 Aug 23 0.66 Yr. Krishnaa N 1 Mar 24 0.08 Yr. Data below for Axis Focused 25 Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Financial Services 26.96% Basic Materials 12% Technology 11.94% Consumer Cyclical 8.79% Communication Services 7.99% Health Care 7.28% Consumer Defensive 6.83% Utility 5.59% Energy 4.82% Real Estate 3.69% Asset Allocation
Asset Class Value Cash 2.29% Equity 97.71% Top Securities Holdings / Portfolio
Name Holding Value Quantity Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS8% ₹1,144 Cr 2,792,844 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000348% ₹1,018 Cr 1,566,571
↓ -70,285 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND7% ₹938 Cr 3,429,048
↓ -94,782 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 5403767% ₹925 Cr 2,360,740
↓ -165,961 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 21 | ICICIBANK6% ₹876 Cr 8,323,068 Torrent Power Ltd (Utilities)
Equity, Since 28 Feb 21 | 5327796% ₹757 Cr 7,023,691 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jul 16 | NAUKRI5% ₹690 Cr 1,310,390
↓ -165,012 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE5% ₹652 Cr 2,232,716 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB5% ₹623 Cr 1,785,591
↓ -231,089 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | 5329785% ₹621 Cr 3,894,424
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