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Top 4 Best Equity Funds by Axis Mutual Fund 2021 | Fincash

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4 Best Equity Funds by Axis Mutual Fund 2021

Updated on July 25, 2021 , 21558 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 (%)2020 (%)Sharpe Ratio
Axis Mid Cap Fund Growth ₹62.82
↓ -0.30
₹12,81314.426.463.420.719.4263.68
Axis Long Term Equity Fund Growth ₹67.8466
↓ -0.15
₹30,52011.31753.614.515.620.52.43
Axis Bluechip Fund Growth ₹42.41
↓ -0.13
₹28,2471012.840.714.11619.72.46
Axis Focused 25 Fund Growth ₹42.02
↓ -0.14
₹17,33611.415.249.412.916.9212.49
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jul 21
Note: Ratio's shown as on 30 Jun 21
*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 19.3% since its launch.  Ranked 41 in Mid Cap category.  Return for 2020 was 26% , 2019 was 11.3% and 2018 was 3.5% .

Below is the key information for Axis Mid Cap Fund

Axis Mid Cap Fund
Growth
Launch Date 18 Feb 11
NAV (27 Jul 21) ₹62.82 ↓ -0.30   (-0.48 %)
Net Assets (Cr) ₹12,813 on 30 Jun 21
Category Equity - Mid Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.03
Sharpe Ratio 3.68
Information Ratio 0.8
Alpha Ratio 4.09
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.

DateValue
30 Jun 16₹10,000
30 Jun 17₹11,669
30 Jun 18₹13,514
30 Jun 19₹14,614
30 Jun 20₹14,917
30 Jun 21₹24,189

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 ₹493,520.
Net Profit of ₹193,520
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 Jul 21

DurationReturns
1 Month 4%
3 Month 14.4%
6 Month 26.4%
1 Year 63.4%
3 Year 20.7%
5 Year 19.4%
10 Year
15 Year
Since launch 19.3%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2011
Fund Manager information for Axis Mid Cap Fund
NameSinceTenure
Shreyash Devalkar23 Nov 164.6 Yr.
Hitesh Das18 Dec 200.53 Yr.

Data below for Axis Mid Cap Fund as on 30 Jun 21

Equity Sector Allocation
SectorValue
Financial Services17.87%
Consumer Cyclical17.57%
Technology14.35%
Industrials14.15%
Basic Materials11.12%
Health Care6.43%
Consumer Defensive5.27%
Utility4.24%
Communication Services2.29%
Asset Allocation
Asset ClassValue
Cash5.09%
Equity94.91%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN
4%₹554 Cr10,786,000
Voltas Ltd Shs Dematerialised (Industrials)
Equity, Since 31 May 17 | VOLTAS
4%₹490 Cr4,791,925
↑ 250,000
Coforge Ltd Shs Dematerialised (Technology)
Equity, Since 31 May 20 | 532541
4%₹467 Cr1,123,713
Astral Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL
4%₹467 Cr2,344,974
PI Industries Ltd (Basic Materials)
Equity, Since 31 Mar 19 | PIIND
4%₹453 Cr1,557,136
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK
3%₹433 Cr6,870,000
↑ 920,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | HDFCBANK
3%₹398 Cr2,660,000
↑ 400,000
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Jun 20 | CROMPTON
3%₹392 Cr9,029,953
↑ 31,240
Gujarat Gas Ltd (Utilities)
Equity, Since 29 Feb 20 | 539336
3%₹392 Cr5,935,665
↑ 1,028,046
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | 500034
3%₹373 Cr620,000

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.

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 18% since its launch.  Ranked 20 in ELSS category.  Return for 2020 was 20.5% , 2019 was 14.8% and 2018 was 2.7% .

Below is the key information for Axis Long Term Equity Fund

Axis Long Term Equity Fund
Growth
Launch Date 29 Dec 09
NAV (27 Jul 21) ₹67.8466 ↓ -0.15   (-0.22 %)
Net Assets (Cr) ₹30,520 on 30 Jun 21
Category Equity - ELSS
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.72
Sharpe Ratio 2.43
Information Ratio 0.04
Alpha Ratio -6.51
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Jun 16₹10,000
30 Jun 17₹11,626
30 Jun 18₹13,656
30 Jun 19₹14,568
30 Jun 20₹13,769
30 Jun 21₹21,147

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 ₹447,579.
Net Profit of ₹147,579
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 Jul 21

DurationReturns
1 Month 1.9%
3 Month 11.3%
6 Month 17%
1 Year 53.6%
3 Year 14.5%
5 Year 15.6%
10 Year
15 Year
Since launch 18%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2011 -14.8%
Fund Manager information for Axis Long Term Equity Fund
NameSinceTenure
Jinesh Gopani1 Apr 1110.25 Yr.

Data below for Axis Long Term Equity Fund as on 30 Jun 21

Equity Sector Allocation
SectorValue
Financial Services32.12%
Consumer Defensive12.49%
Consumer Cyclical12.48%
Technology10.78%
Basic Materials10.04%
Health Care6.82%
Communication Services6.76%
Utility4.08%
Industrials1.72%
Asset Allocation
Asset ClassValue
Cash2.71%
Equity97.29%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
9%₹2,852 Cr4,740,581
↓ -4,858
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS
8%₹2,510 Cr7,501,140
↑ 287,346
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
8%₹2,320 Cr6,937,429
↑ 141,078
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 May 14 | NAUKRI
7%₹2,062 Cr4,194,096
↑ 190,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 11 | KOTAKBANK
5%₹1,623 Cr9,513,096
↓ -1,450,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 17 | DIVISLAB
5%₹1,524 Cr3,456,231
Nestle India Ltd Shs Dematerialised (Consumer Defensive)
Equity, Since 31 Aug 14 | NESTLEIND
5%₹1,492 Cr845,912
↓ -50,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFC
5%₹1,480 Cr5,978,691
↓ -64,597
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
5%₹1,443 Cr9,630,736
↓ -1,500,000
Pidilite Industries Ltd Shs Dematerialised (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND
5%₹1,417 Cr6,577,262

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 13.3% since its launch.  Ranked 58 in Large Cap category.  Return for 2020 was 19.7% , 2019 was 18.6% and 2018 was 6.5% .

Below is the key information for Axis Bluechip Fund

Axis Bluechip Fund
Growth
Launch Date 5 Jan 10
NAV (27 Jul 21) ₹42.41 ↓ -0.13   (-0.31 %)
Net Assets (Cr) ₹28,247 on 30 Jun 21
Category Equity - Large Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 2.46
Information Ratio 0.08
Alpha Ratio -3.12
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 Jun 16₹10,000
30 Jun 17₹11,380
30 Jun 18₹13,870
30 Jun 19₹15,322
30 Jun 20₹14,668
30 Jun 21₹21,426

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 ₹447,579.
Net Profit of ₹147,579
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 Jul 21

DurationReturns
1 Month 0.7%
3 Month 10%
6 Month 12.8%
1 Year 40.7%
3 Year 14.1%
5 Year 16%
10 Year
15 Year
Since launch 13.3%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2011 -22.6%
Fund Manager information for Axis Bluechip Fund
NameSinceTenure
Shreyash Devalkar23 Nov 164.6 Yr.
Hitesh Das2 Nov 200.66 Yr.

Data below for Axis Bluechip Fund as on 30 Jun 21

Equity Sector Allocation
SectorValue
Financial Services37.63%
Technology18.42%
Consumer Defensive11.48%
Basic Materials8.41%
Consumer Cyclical6.29%
Health Care6.02%
Energy4.67%
Communication Services1.29%
Industrials0.45%
Asset Allocation
Asset ClassValue
Cash4.05%
Equity95.95%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY
10%₹2,766 Cr17,500,000
↑ 100,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
9%₹2,513 Cr16,780,000
↑ 380,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 500034
9%₹2,448 Cr4,070,000
↓ -80,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
7%₹2,082 Cr33,000,000
↑ 1,400,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
7%₹2,031 Cr6,070,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
6%₹1,705 Cr5,100,000
↑ 80,246
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK
5%₹1,416 Cr8,300,000
↓ -1,550,000
Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 28 Feb 18 | RELIANCE
5%₹1,319 Cr6,250,000
↓ -340,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFC
4%₹1,262 Cr5,100,000
↓ -110,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 18 | DIVISLAB
3%₹860 Cr1,950,000

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 17.1% since its launch.  Ranked 7 in Focused category.  Return for 2020 was 21% , 2019 was 14.7% and 2018 was 0.6% .

Below is the key information for Axis Focused 25 Fund

Axis Focused 25 Fund
Growth
Launch Date 29 Jun 12
NAV (27 Jul 21) ₹42.02 ↓ -0.14   (-0.33 %)
Net Assets (Cr) ₹17,336 on 30 Jun 21
Category Equity - Focused
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.9
Sharpe Ratio 2.49
Information Ratio -0.07
Alpha Ratio -2.16
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 Jun 16₹10,000
30 Jun 17₹12,465
30 Jun 18₹14,908
30 Jun 19₹15,555
30 Jun 20₹14,695
30 Jun 21₹22,399

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 ₹458,689.
Net Profit of ₹158,689
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 Jul 21

DurationReturns
1 Month 1.9%
3 Month 11.4%
6 Month 15.2%
1 Year 49.4%
3 Year 12.9%
5 Year 16.9%
10 Year
15 Year
Since launch 17.1%
Historical performance (Yearly) on absolute basis
YearReturns
2020 21%
2019 14.7%
2018 0.6%
2017 45.2%
2016 4.6%
2015 3.9%
2014 38.8%
2013 5.8%
2012
2011
Fund Manager information for Axis Focused 25 Fund
NameSinceTenure
Jinesh Gopani7 Jun 165.07 Yr.
Hitesh Das2 Nov 200.66 Yr.

Data below for Axis Focused 25 Fund as on 30 Jun 21

Equity Sector Allocation
SectorValue
Financial Services28.03%
Consumer Cyclical14.31%
Technology13.61%
Basic Materials9.35%
Consumer Defensive7.44%
Health Care7.25%
Communication Services6.91%
Energy3.65%
Utility1.32%
Asset Allocation
Asset ClassValue
Cash5.19%
Equity94.81%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
10%₹1,709 Cr2,840,219
↓ -10,043
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
9%₹1,479 Cr4,420,804
↑ 150,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
7%₹1,290 Cr3,858,882
↑ 130,000
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jul 16 | NAUKRI
7%₹1,197 Cr2,435,759
↑ 249,830
Pidilite Industries Ltd Shs Dematerialised (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND
6%₹1,080 Cr5,012,425
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
6%₹993 Cr5,822,185
↓ -1,955,282
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 18 | HDFC
6%₹984 Cr3,975,161
↓ -63,696
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB
5%₹925 Cr2,098,887
↑ 100,000
Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | 509930
5%₹863 Cr3,988,599
↑ 150,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 16 | MARUTI
5%₹781 Cr1,039,390
↑ 14,788

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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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