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Top 4 Best Equity Funds by Axis Mutual Fund 2022 | Fincash

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4 Best Equity Funds by Axis Mutual Fund 2022

Updated on May 15, 2022 , 32743 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 (%)2021 (%)Sharpe Ratio
Axis Mid Cap Fund Growth ₹61.78
↑ 1.40
₹17,645-5.9-15.310.320.816.239.91.61
Axis Focused 25 Fund Growth ₹38.68
↑ 0.95
₹19,560-10.5-20.30.712.611.1240.83
Axis Bluechip Fund Growth ₹40.53
↑ 0.84
₹35,702-9.4-15.73.212.51320.60.97
Axis Long Term Equity Fund Growth ₹61.5232
↑ 1.39
₹32,053-10.8-20.9-0.212.311.124.50.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 22
Note: Ratio's shown as on 31 Mar 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 17.6% since its launch.  Ranked 41 in Mid Cap category.  Return for 2021 was 39.9% , 2020 was 26% and 2019 was 11.3% .

Below is the key information for Axis Mid Cap Fund

Axis Mid Cap Fund
Growth
Launch Date 18 Feb 11
NAV (17 May 22) ₹61.78 ↑ 1.40   (2.32 %)
Net Assets (Cr) ₹17,645 on 31 Mar 22
Category Equity - Mid Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio 1.61
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
30 Apr 17₹10,000
30 Apr 18₹12,451
30 Apr 19₹12,570
30 Apr 20₹12,559
30 Apr 21₹19,172
30 Apr 22₹22,931

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 ₹458,689.
Net Profit of ₹158,689
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 17 May 22

DurationReturns
1 Month -8.5%
3 Month -5.9%
6 Month -15.3%
1 Year 10.3%
3 Year 20.8%
5 Year 16.2%
10 Year
15 Year
Since launch 17.6%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2012 52.6%
Fund Manager information for Axis Mid Cap Fund
NameSinceTenure
Shreyash Devalkar23 Nov 165.44 Yr.
Hitesh Das18 Dec 201.36 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical20.94%
Financial Services15.44%
Industrials13.24%
Technology12.47%
Basic Materials10.76%
Health Care5.93%
Consumer Defensive2.67%
Utility2.37%
Communication Services1.45%
Real Estate0.08%
Asset Allocation
Asset ClassValue
Cash14.37%
Equity85.63%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN
5%₹875 Cr11,844,194
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK
4%₹670 Cr9,018,750
Astral Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL
3%₹554 Cr2,570,603
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | TRENT
3%₹552 Cr4,494,345
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | BAJFINANCE
3%₹524 Cr785,000
Coforge Ltd (Technology)
Equity, Since 31 May 20 | COFORGE
3%₹499 Cr1,188,706
↓ -18,515
Voltas Ltd (Industrials)
Equity, Since 31 May 17 | VOLTAS
3%₹483 Cr3,827,127
↑ 237,896
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | DMART
3%₹473 Cr1,198,595
Bata India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 18 | BATAINDIA
3%₹451 Cr2,316,371
PI Industries Ltd (Basic Materials)
Equity, Since 31 Mar 19 | PIIND
3%₹449 Cr1,576,532

2. 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 14.7% since its launch.  Ranked 7 in Focused category.  Return for 2021 was 24% , 2020 was 21% and 2019 was 14.7% .

Below is the key information for Axis Focused 25 Fund

Axis Focused 25 Fund
Growth
Launch Date 29 Jun 12
NAV (17 May 22) ₹38.68 ↑ 0.95   (2.52 %)
Net Assets (Cr) ₹19,560 on 31 Mar 22
Category Equity - Focused
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.82
Sharpe Ratio 0.83
Information Ratio -0.01
Alpha Ratio -5.67
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
30 Apr 17₹10,000
30 Apr 18₹12,397
30 Apr 19₹12,401
30 Apr 20₹11,670
30 Apr 21₹17,092
30 Apr 22₹18,806

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 ₹405,518.
Net Profit of ₹105,518
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 17 May 22

DurationReturns
1 Month -10.5%
3 Month -10.5%
6 Month -20.3%
1 Year 0.7%
3 Year 12.6%
5 Year 11.1%
10 Year
15 Year
Since launch 14.7%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2012
Fund Manager information for Axis Focused 25 Fund
NameSinceTenure
Jinesh Gopani7 Jun 165.9 Yr.
Hitesh Das2 Nov 201.49 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services29.65%
Technology12.53%
Basic Materials10.59%
Health Care10.12%
Consumer Defensive8.72%
Communication Services6.67%
Consumer Cyclical6.6%
Energy3.42%
Utility1.5%
Asset Allocation
Asset ClassValue
Cash2.64%
Equity97.1%
Debt0.26%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
9%₹1,814 Cr5,115,190
↓ -6,546
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | BAJFINANCE
9%₹1,788 Cr2,679,385
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | DMART
9%₹1,670 Cr4,233,238
↑ 22,279
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB
7%₹1,362 Cr3,022,416
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
7%₹1,313 Cr7,334,838
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jul 16 | NAUKRI
6%₹1,228 Cr2,640,565
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND
6%₹1,182 Cr4,875,273
↓ -100,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 21 | ICICIBANK
5%₹940 Cr12,640,478
↑ 1,500,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 18 | HDFC
5%₹929 Cr4,165,919
↑ 290,758
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | BAJAJFINSV
4%₹707 Cr473,843

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 12% since its launch.  Ranked 58 in Large Cap category.  Return for 2021 was 20.6% , 2020 was 19.7% and 2019 was 18.6% .

Below is the key information for Axis Bluechip Fund

Axis Bluechip Fund
Growth
Launch Date 5 Jan 10
NAV (17 May 22) ₹40.53 ↑ 0.84   (2.12 %)
Net Assets (Cr) ₹35,702 on 31 Mar 22
Category Equity - Large Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.74
Sharpe Ratio 0.97
Information Ratio 0.08
Alpha Ratio -3.58
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
30 Apr 17₹10,000
30 Apr 18₹12,112
30 Apr 19₹13,249
30 Apr 20₹12,968
30 Apr 21₹17,819
30 Apr 22₹19,802

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 ₹415,684.
Net Profit of ₹115,684
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 17 May 22

DurationReturns
1 Month -9%
3 Month -9.4%
6 Month -15.7%
1 Year 3.2%
3 Year 12.5%
5 Year 13%
10 Year
15 Year
Since launch 12%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2012 31.7%
Fund Manager information for Axis Bluechip Fund
NameSinceTenure
Shreyash Devalkar23 Nov 165.44 Yr.
Hitesh Das2 Nov 201.49 Yr.

Data below for Axis Bluechip Fund as on 31 Mar 22

Equity Sector Allocation
SectorValue
Financial Services37.38%
Technology19.26%
Consumer Defensive8.64%
Basic Materials7.78%
Health Care6.18%
Consumer Cyclical4.43%
Communication Services3.93%
Energy3.67%
Industrials1.9%
Real Estate0.21%
Asset Allocation
Asset ClassValue
Cash6.17%
Equity93.83%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
9%₹3,302 Cr44,429,588
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | BAJFINANCE
9%₹3,231 Cr4,843,000
↑ 78,217
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY
8%₹2,717 Cr17,330,986
↓ -969,014
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | DMART
7%₹2,453 Cr6,219,494
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
7%₹2,350 Cr16,970,000
↓ -1,150,761
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
6%₹2,240 Cr6,316,400
↓ -370,044
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE
5%₹1,869 Cr6,700,000
↑ 1,721,837
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK
4%₹1,438 Cr8,030,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 18 | DIVISLAB
3%₹1,012 Cr2,246,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL
3%₹939 Cr12,699,670

4. 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 15.8% since its launch.  Ranked 20 in ELSS category.  Return for 2021 was 24.5% , 2020 was 20.5% and 2019 was 14.8% .

Below is the key information for Axis Long Term Equity Fund

Axis Long Term Equity Fund
Growth
Launch Date 29 Dec 09
NAV (17 May 22) ₹61.5232 ↑ 1.39   (2.31 %)
Net Assets (Cr) ₹32,053 on 31 Mar 22
Category Equity - ELSS
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.68
Sharpe Ratio 0.7
Information Ratio -0.09
Alpha Ratio -7.4
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Apr 17₹10,000
30 Apr 18₹12,257
30 Apr 19₹12,490
30 Apr 20₹12,003
30 Apr 21₹17,225
30 Apr 22₹18,951

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 ₹405,518.
Net Profit of ₹105,518
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 17 May 22

DurationReturns
1 Month -11.2%
3 Month -10.8%
6 Month -20.9%
1 Year -0.2%
3 Year 12.3%
5 Year 11.1%
10 Year
15 Year
Since launch 15.8%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2012 33.7%
Fund Manager information for Axis Long Term Equity Fund
NameSinceTenure
Jinesh Gopani1 Apr 1111.09 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services32.18%
Consumer Defensive13.83%
Technology11.92%
Basic Materials10.88%
Health Care8.67%
Consumer Cyclical7.53%
Communication Services6.35%
Utility4.58%
Industrials2.05%
Asset Allocation
Asset ClassValue
Cash2.01%
Equity97.99%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | BAJFINANCE
9%₹2,968 Cr4,448,282
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | DMART
9%₹2,716 Cr6,886,468
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS
9%₹2,716 Cr7,656,953
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 May 14 | NAUKRI
6%₹2,009 Cr4,320,273
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 11 | KOTAKBANK
6%₹1,951 Cr10,897,241
Nestle India Ltd (Consumer Defensive)
Equity, Since 31 Aug 14 | NESTLEIND
5%₹1,661 Cr905,880
↑ 20,363
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 17 | DIVISLAB
5%₹1,611 Cr3,576,182
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND
5%₹1,499 Cr6,186,570
↑ 33,595
Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 13 | TORNTPOWER
5%₹1,450 Cr27,193,611
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFC
4%₹1,414 Cr6,339,834
↓ -953,016

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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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