+91-22-48913909Axis Mutual Fund 2022-এর 4টি সেরা ইক্যুইটি ফান্ড
আপনি যদি আপনার পরিবারের জন্য সম্পদ তৈরি করতে চান বা আপনার সন্তানের উচ্চ শিক্ষার জন্য পরিকল্পনা করতে চান, তাহলেইক্যুইটি ফান্ড দ্বারাঅ্যাক্সিস মিউচুয়াল ফান্ড বিনিয়োগ করার জন্য সেরা বিকল্প।
ইক্যুইটি ফান্ড হল এক প্রকারপারস্পরিক তহবিল যেটি মূলত ইক্যুইটি এবং সম্পর্কিত উপকরণগুলিতে বিনিয়োগ করে। দীর্ঘমেয়াদী আর্থিক চাহিদা পূরণের জন্য এই তহবিলগুলি একটি ভাল বিকল্প। এই তহবিলগুলির দীর্ঘমেয়াদে উচ্চ রিটার্ন প্রদানের একটি দুর্দান্ত সম্ভাবনা রয়েছে, তাই ইক্যুইটি তহবিলে কমপক্ষে 3-5 বছরের জন্য বিনিয়োগ করার পরামর্শ দেওয়া হয়। কিন্তু, ইক্যুইটি ফান্ড শুধুমাত্র সেই বিনিয়োগকারীদের জন্য উপযুক্ত যারা তাদের বিনিয়োগে উচ্চ ঝুঁকি বহন করতে পারে।
এই স্কিমে বিনিয়োগ করার পরিকল্পনাকারী বিনিয়োগকারীরা নীচের তালিকাভুক্ত শীর্ষ 4 থেকে বেছে নিতে পারেনসেরা ইক্যুইটি তহবিল অ্যাক্সিস মিউচুয়াল ফান্ড দ্বারা। এই তহবিলগুলি AUM এর মতো কিছু গুরুত্বপূর্ণ পরামিতি গ্রহণ করে সংক্ষিপ্ত তালিকাভুক্ত করা হয়েছে,না, অতীত পারফরম্যান্স, গড় পিয়ার রিটার্ন, এবং অন্যান্য তথ্য অনুপাত।
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কেন অ্যাক্সিস ইক্যুইটি ফান্ডে বিনিয়োগ করবেন?
দ্বারাবিনিয়োগ ইক্যুইটি ফান্ডে, কেউ তাদের দীর্ঘমেয়াদী বিনিয়োগের লক্ষ্য পরিকল্পনা করতে পারে যেমন বাড়ি/গাড়ি কেনা,অবসর পরিকল্পনা, সন্তানের ক্যারিয়ার বা সম্পদ সৃষ্টির মতোই সহজ।
অ্যাক্সিস মিউচুয়াল ফান্ড একটি স্কিম অফার করে যা আপনাকে ট্যাক্স সুবিধা উপভোগ করতে সাহায্য করে। প্রকল্পের নাম হল-
অ্যাক্সিস লং টার্ম ইক্যুইটি ফান্ড. এই স্কিমে বিনিয়োগ করে কেউ তাদের পরিকল্পনা করতে পারেকরের অধীনধারা 80C এরআয়কর আইন, 1961।অ্যাক্সিস মিউচুয়াল ফান্ডের ফান্ড ম্যানেজারদের বিনিয়োগের সিদ্ধান্ত নেওয়ার একটি সমৃদ্ধ অভিজ্ঞতা রয়েছে। তাদের অভিজ্ঞতা আপনাকে আপনার বাড়াতে সাহায্য করবেমূলধন দীর্ঘ মেয়াদে।
সেরা অ্যাক্সিস ইক্যুইটি মিউচুয়াল ফান্ড
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. Below is the key information for Axis Mid Cap 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. Research Highlights for Axis Long Term Equity Fund 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. Research Highlights for Axis Bluechip Fund Below is the key information for Axis Bluechip 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. Research Highlights for Axis Focused 25 Fund 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 (%) 2025 (%) Sharpe Ratio Axis Mid Cap Fund Growth ₹113.63
↓ -0.89 ₹32,276 4.6 1.2 0.2 16.4 13.6 1 0.31 Axis Long Term Equity Fund Growth ₹90.5051
↓ -0.27 ₹31,566 -0.3 -6.6 -6.1 9.4 6.5 4.4 -0.25 Axis Bluechip Fund Growth ₹56.27
↓ -0.09 ₹30,498 -2.2 -8.5 -6.8 8.3 6.2 6.3 -0.45 Axis Focused 25 Fund Growth ₹50.52
↓ -0.07 ₹10,794 1.3 -7.8 -8.6 7.4 4.2 2.5 -0.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Jun 26 Note: Ratio's shown as on 30 Apr 26 Research Highlights & Commentary of 4 Funds showcased
Commentary Axis Mid Cap Fund Axis Long Term Equity Fund Axis Bluechip Fund Axis Focused 25 Fund Point 1 Highest AUM (₹32,276 Cr). Upper mid AUM (₹31,566 Cr). Lower mid AUM (₹30,498 Cr). Bottom quartile AUM (₹10,794 Cr). Point 2 Established history (15+ yrs). Oldest track record among peers (16 yrs). Established history (16+ yrs). Established history (13+ yrs). Point 3 Rating: 1★ (bottom quartile). Rating: 3★ (upper mid). Rating: 2★ (lower mid). Top rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 13.63% (top quartile). 5Y return: 6.50% (upper mid). 5Y return: 6.19% (lower mid). 5Y return: 4.22% (bottom quartile). Point 6 3Y return: 16.40% (top quartile). 3Y return: 9.37% (upper mid). 3Y return: 8.27% (lower mid). 3Y return: 7.43% (bottom quartile). Point 7 1Y return: 0.23% (top quartile). 1Y return: -6.11% (upper mid). 1Y return: -6.79% (lower mid). 1Y return: -8.61% (bottom quartile). Point 8 Alpha: 0.00 (top quartile). Alpha: -4.20 (upper mid). Alpha: -4.20 (lower mid). Alpha: -6.81 (bottom quartile). Point 9 Sharpe: 0.31 (top quartile). Sharpe: -0.25 (upper mid). Sharpe: -0.44 (bottom quartile). Sharpe: -0.40 (lower mid). Point 10 Information ratio: 0.00 (top quartile). Information ratio: -0.53 (upper mid). Information ratio: -0.85 (lower mid). Information ratio: -0.98 (bottom quartile). Axis Mid Cap Fund
Axis Long Term Equity Fund
Axis Bluechip Fund
Axis Focused 25 Fund
সম্পদ >= 200 কোটি & সাজানো হয়েছে3 বছরসিএজিআর রিটার্নস.1. Axis Mid Cap Fund
Axis Mid Cap Fund
Growth Launch Date 18 Feb 11 NAV (11 Jun 26) ₹113.63 ↓ -0.89 (-0.78 %) Net Assets (Cr) ₹32,276 on 30 Apr 26 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 1.57 Sharpe Ratio 0.31 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 May 21 ₹10,000 31 May 22 ₹10,839 31 May 23 ₹12,305 31 May 24 ₹17,192 31 May 25 ₹18,961 31 May 26 ₹20,022 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Jun 26 Duration Returns 1 Month -2.5% 3 Month 4.6% 6 Month 1.2% 1 Year 0.2% 3 Year 16.4% 5 Year 13.6% 10 Year 15 Year Since launch 17.2% Historical performance (Yearly) on absolute basis
Year Returns 2025 1% 2024 30% 2023 29.6% 2022 -5.1% 2021 39.9% 2020 26% 2019 11.3% 2018 3.5% 2017 42% 2016 -3.1% Fund Manager information for Axis Mid Cap Fund
Name Since Tenure Shreyash Devalkar 23 Nov 16 9.53 Yr. Nitin Arora 3 Aug 23 2.83 Yr. Krishnaa N 1 Mar 24 2.25 Yr. Data below for Axis Mid Cap Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Financial Services 19.37% Industrials 19.29% Consumer Cyclical 18.78% Health Care 10.48% Basic Materials 7.7% Technology 6.2% Real Estate 2.46% Communication Services 2.41% Utility 1.66% Energy 0.92% Consumer Defensive 0.27% Asset Allocation
Asset Class Value Cash 4.49% Equity 95.39% Debt 0.12% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Nifty May 2026 Future
- | -6% ₹1,821 Cr 755,560
↑ 755,560 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 23 | FEDERALBNK4% ₹1,249 Cr 43,536,421
↑ 1,097,299 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 22 | 5328434% ₹1,149 Cr 12,447,404 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Jul 24 | MCX3% ₹1,107 Cr 3,725,264
↑ 156,199 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222753% ₹837 Cr 1,874,617
↓ -108,190 Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | SCHAEFFLER2% ₹727 Cr 1,763,472
↑ 76,500 BSE Ltd (Financial Services)
Equity, Since 31 Jan 25 | BSE2% ₹690 Cr 1,896,289 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 5008502% ₹654 Cr 10,282,877 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 May 22 | 5031002% ₹632 Cr 3,580,468 Cummins India Ltd (Industrials)
Equity, Since 28 Feb 21 | 5004802% ₹620 Cr 1,176,328 2. Axis Long Term Equity Fund
Axis Long Term Equity Fund
Growth Launch Date 29 Dec 09 NAV (11 Jun 26) ₹90.5051 ↓ -0.27 (-0.30 %) Net Assets (Cr) ₹31,566 on 30 Apr 26 Category Equity - ELSS AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.52 Sharpe Ratio -0.25 Information Ratio -0.53 Alpha Ratio -4.2 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 May 21 ₹10,000 31 May 22 ₹9,760 31 May 23 ₹10,584 31 May 24 ₹13,252 31 May 25 ₹14,760 31 May 26 ₹14,288 Returns for Axis Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Jun 26 Duration Returns 1 Month -2.6% 3 Month -0.3% 6 Month -6.6% 1 Year -6.1% 3 Year 9.4% 5 Year 6.5% 10 Year 15 Year Since launch 14.3% Historical performance (Yearly) on absolute basis
Year Returns 2025 4.4% 2024 17.4% 2023 22% 2022 -12% 2021 24.5% 2020 20.5% 2019 14.8% 2018 2.7% 2017 37.4% 2016 -0.7% Fund Manager information for Axis Long Term Equity Fund
Name Since Tenure Shreyash Devalkar 4 Aug 23 2.83 Yr. Ashish Naik 3 Aug 23 2.83 Yr. Data below for Axis Long Term Equity Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Financial Services 30.94% Consumer Cyclical 15.18% Industrials 10.82% Basic Materials 10.36% Health Care 8.43% Technology 6.45% Energy 4.38% Communication Services 4.32% Consumer Defensive 3.06% Utility 2.4% Real Estate 1.23% Asset Allocation
Asset Class Value Cash 2.44% Equity 97.56% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | ICICIBANK7% ₹2,222 Cr 17,583,598 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK6% ₹1,780 Cr 23,066,326
↑ 252,305 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 23 | BHARTIARTL4% ₹1,363 Cr 7,224,247
↑ 174,822 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000344% ₹1,165 Cr 12,431,993
↑ 358,612 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 24 | RELIANCE4% ₹1,133 Cr 7,919,840
↑ 699,041 State Bank of India (Financial Services)
Equity, Since 29 Feb 24 | SBIN3% ₹1,004 Cr 9,399,069
↑ 1,144,418 Infosys Ltd (Technology)
Equity, Since 31 May 24 | INFY3% ₹991 Cr 8,382,185
↓ -242,833 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 23 | LT3% ₹941 Cr 2,343,559
↑ 78,329 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M3% ₹830 Cr 2,679,147 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | ETERNAL3% ₹809 Cr 32,754,639
↑ 2,499,154 3. Axis Bluechip Fund
Axis Bluechip Fund
Growth Launch Date 5 Jan 10 NAV (11 Jun 26) ₹56.27 ↓ -0.09 (-0.16 %) Net Assets (Cr) ₹30,498 on 30 Apr 26 Category Equity - Large Cap AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 0.68 Sharpe Ratio -0.45 Information Ratio -0.85 Alpha Ratio -4.2 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 May 21 ₹10,000 31 May 22 ₹10,085 31 May 23 ₹10,769 31 May 24 ₹13,347 31 May 25 ₹14,543 31 May 26 ₹13,892 Returns for Axis Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Jun 26 Duration Returns 1 Month -1.9% 3 Month -2.2% 6 Month -8.5% 1 Year -6.8% 3 Year 8.3% 5 Year 6.2% 10 Year 15 Year Since launch 11.1% Historical performance (Yearly) on absolute basis
Year Returns 2025 6.3% 2024 13.7% 2023 17.4% 2022 -5.7% 2021 20.6% 2020 19.7% 2019 18.6% 2018 6.5% 2017 38% 2016 -3.6% Fund Manager information for Axis Bluechip Fund
Name Since Tenure Shreyash Devalkar 23 Nov 16 9.53 Yr. Jayesh Sundar 4 Nov 24 1.57 Yr. Krishnaa N 1 Mar 24 2.25 Yr. Data below for Axis Bluechip Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Financial Services 31.82% Consumer Cyclical 13.62% Industrials 9.21% Health Care 7.47% Technology 6.02% Energy 5.18% Basic Materials 5.08% Communication Services 4.85% Consumer Defensive 3.34% Utility 1.59% Real Estate 0.26% Asset Allocation
Asset Class Value Cash 8.31% Equity 91.54% Debt 0.15% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK8% ₹2,535 Cr 20,068,682
↓ -943,440 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK7% ₹2,244 Cr 29,081,203
↓ -1,138,903 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE5% ₹1,552 Cr 10,844,278 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 21 | LT5% ₹1,490 Cr 3,712,749
↑ 135,329 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL5% ₹1,467 Cr 7,775,267
↑ 163,661 State Bank of India (Financial Services)
Equity, Since 31 May 21 | SBIN4% ₹1,300 Cr 12,162,719 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 5000344% ₹1,168 Cr 12,461,911
↑ 191,904 Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY4% ₹1,159 Cr 9,806,560
↓ -1,220,829 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M3% ₹1,056 Cr 3,407,857 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK3% ₹915 Cr 23,877,304
↓ -4,286,477 4. Axis Focused 25 Fund
Axis Focused 25 Fund
Growth Launch Date 29 Jun 12 NAV (11 Jun 26) ₹50.52 ↓ -0.07 (-0.14 %) Net Assets (Cr) ₹10,794 on 30 Apr 26 Category Equity - Focused AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.73 Sharpe Ratio -0.4 Information Ratio -0.98 Alpha Ratio -6.81 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 May 21 ₹10,000 31 May 22 ₹9,796 31 May 23 ₹10,080 31 May 24 ₹12,226 31 May 25 ₹13,512 31 May 26 ₹12,734 Returns for Axis Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Jun 26 Duration Returns 1 Month -1.9% 3 Month 1.3% 6 Month -7.8% 1 Year -8.6% 3 Year 7.4% 5 Year 4.2% 10 Year 15 Year Since launch 12.3% Historical performance (Yearly) on absolute basis
Year Returns 2025 2.5% 2024 14.8% 2023 17.2% 2022 -14.5% 2021 24% 2020 21% 2019 14.7% 2018 0.6% 2017 45.2% 2016 4.6% Fund Manager information for Axis Focused 25 Fund
Name Since Tenure Sachin Relekar 1 Feb 24 2.33 Yr. Krishnaa N 1 Mar 24 2.25 Yr. Data below for Axis Focused 25 Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Financial Services 31.35% Industrials 15.41% Consumer Cyclical 13.92% Health Care 12.42% Communication Services 4.59% Utility 4.13% Technology 3.26% Basic Materials 3% Energy 2.59% Consumer Defensive 1.96% Asset Allocation
Asset Class Value Cash 7.38% Equity 92.62% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 21 | ICICIBANK8% ₹815 Cr 6,447,263 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 24 | ETERNAL6% ₹640 Cr 25,903,009
↑ 1,285,779 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB5% ₹578 Cr 889,114 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Sep 22 | APOLLOHOSP5% ₹510 Cr 668,123 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 22 | CHOLAFIN5% ₹500 Cr 3,200,687 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 23 | BHARTIARTL5% ₹496 Cr 2,627,988 State Bank of India (Financial Services)
Equity, Since 31 Jan 26 | SBIN5% ₹492 Cr 4,604,580
↑ 2,489,870 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000344% ₹447 Cr 4,769,037
↑ 336,300 Torrent Power Ltd (Utilities)
Equity, Since 28 Feb 21 | 5327794% ₹446 Cr 2,566,978 PB Fintech Ltd (Financial Services)
Equity, Since 31 Jul 24 | POLICYBZR4% ₹413 Cr 2,480,589
↑ 92,597
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Research Highlights for Axis Mid Cap Fund