+91-22-48913909એક્સિસ મ્યુચ્યુઅલ ફંડ 2022 દ્વારા 4 શ્રેષ્ઠ ઇક્વિટી ફંડ
જો તમે તમારા પરિવાર માટે સંપત્તિ બનાવવા માંગો છો અથવા તમારા બાળકના ઉચ્ચ શિક્ષણની યોજના બનાવવા માંગો છો, તો પછીઇક્વિટી ફંડ્સ દ્વારાએક્સિસ મ્યુચ્યુઅલ ફંડ રોકાણ કરવા માટે શ્રેષ્ઠ વિકલ્પ છે.
ઇક્વિટી ફંડ્સ એક પ્રકાર છેમ્યુચ્યુઅલ ફંડ જે મુખ્યત્વે ઇક્વિટી અને સંબંધિત સાધનોમાં રોકાણ કરે છે. લાંબા ગાળાની નાણાકીય જરૂરિયાતો પૂરી કરવા માટે આ ફંડ્સ સારો વિકલ્પ છે. આ ફંડ્સમાં લાંબા ગાળે ઊંચું વળતર આપવાની મોટી સંભાવના હોય છે, તેથી જ ઈક્વિટી ફંડ્સમાં ઓછામાં ઓછા 3-5 વર્ષ માટે રોકાણ કરવાનું સૂચન કરવામાં આવે છે. પરંતુ, ઇક્વિટી ફંડ એવા રોકાણકારો માટે જ યોગ્ય છે જેઓ તેમના રોકાણમાં ઉચ્ચ જોખમ સહન કરી શકે છે.
આ યોજનામાં રોકાણ કરવાની યોજના ઘડી રહેલા રોકાણકારો નીચે સૂચિબદ્ધ ટોપ 4માંથી પસંદ કરી શકે છેશ્રેષ્ઠ ઇક્વિટી ફંડ્સ એક્સિસ મ્યુચ્યુઅલ ફંડ દ્વારા. આ ફંડ્સ એયુએમ જેવા કેટલાક મહત્વપૂર્ણ પરિમાણો હાથ ધરીને શોર્ટલિસ્ટ કરવામાં આવ્યા છે.નથી, ભૂતકાળનું પ્રદર્શન, સરેરાશ પીઅર વળતર અને અન્ય માહિતી ગુણોત્તર.
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એક્સિસ ઇક્વિટી ફંડમાં શા માટે રોકાણ કરો?
દ્વારારોકાણ ઇક્વિટી ફંડ્સમાં, વ્યક્તિ તેમના લાંબા ગાળાના રોકાણના લક્ષ્યોની યોજના બનાવી શકે છે જેમ કે ઘર/કાર ખરીદવા,નિવૃત્તિ આયોજન, બાળકની કારકિર્દી અથવા સંપત્તિ સર્જન જેટલી જ સરળ.
એક્સિસ મ્યુચ્યુઅલ ફંડ એવી સ્કીમ ઓફર કરે છે જે તમને કર લાભોનો આનંદ માણવામાં મદદ કરે છે. યોજનાનું નામ છે-
એક્સિસ લોંગ ટર્મ ઇક્વિટી ફંડ. આ યોજનામાં રોકાણ કરીને વ્યક્તિ તેમની યોજના બનાવી શકે છેકર હેઠળકલમ 80C નાઆવક વેરો એક્ટ, 1961.એક્સિસ મ્યુચ્યુઅલ ફંડના ફંડ મેનેજરો પાસે રોકાણના નિર્ણયો લેવાનો સમૃદ્ધ અનુભવ છે. તેમનો અનુભવ તમને તમારો વિકાસ કરવામાં મદદ કરશેપાટનગર લાંબા ગાળે.
શ્રેષ્ઠ એક્સિસ ઇક્વિટી મ્યુચ્યુઅલ ફંડ્સ
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 (%) 2024 (%) Sharpe Ratio Axis Mid Cap Fund Growth ₹115.41
↑ 1.44 ₹32,069 2.2 5.6 5 19.3 19.8 30 0 Axis Long Term Equity Fund Growth ₹98.7693
↑ 1.12 ₹35,172 2.7 3.7 5.4 14.2 12.5 17.4 -0.06 Axis Bluechip Fund Growth ₹62.52
↑ 0.73 ₹33,827 3.5 4.2 6.4 11.9 12 13.7 0.04 Axis Focused 25 Fund Growth ₹55.85
↑ 0.66 ₹12,581 1.5 2.6 4.5 11.2 10.2 14.8 -0.04 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Nov 25 Note: Ratio's shown as on 31 Oct 25 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 Lower mid AUM (₹32,069 Cr). Highest AUM (₹35,172 Cr). Upper mid AUM (₹33,827 Cr). Bottom quartile AUM (₹12,581 Cr). Point 2 Established history (14+ yrs). Oldest track record among peers (15 yrs). Established history (15+ 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: 19.79% (top quartile). 5Y return: 12.45% (upper mid). 5Y return: 12.03% (lower mid). 5Y return: 10.24% (bottom quartile). Point 6 3Y return: 19.27% (top quartile). 3Y return: 14.21% (upper mid). 3Y return: 11.87% (lower mid). 3Y return: 11.23% (bottom quartile). Point 7 1Y return: 5.00% (lower mid). 1Y return: 5.43% (upper mid). 1Y return: 6.40% (top quartile). 1Y return: 4.51% (bottom quartile). Point 8 Alpha: 0.00 (top quartile). Alpha: -0.94 (bottom quartile). Alpha: -0.76 (lower mid). Alpha: -0.74 (upper mid). Point 9 Sharpe: 0.00 (upper mid). Sharpe: -0.06 (bottom quartile). Sharpe: 0.04 (top quartile). Sharpe: -0.04 (lower mid). Point 10 Information ratio: 0.00 (top quartile). Information ratio: -0.50 (upper mid). Information ratio: -1.04 (bottom quartile). Information ratio: -0.92 (lower mid). Axis Mid Cap Fund
Axis Long Term Equity Fund
Axis Bluechip Fund
Axis Focused 25 Fund
સંપત્તિ >= 200 કરોડ & પર છટણી કરેલ3 વર્ષCAGR પરત કરે છે.1. Axis Mid Cap Fund
Axis Mid Cap Fund
Growth Launch Date 18 Feb 11 NAV (26 Nov 25) ₹115.41 ↑ 1.44 (1.26 %) Net Assets (Cr) ₹32,069 on 31 Oct 25 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 1.57 Sharpe Ratio 0 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 Oct 20 ₹10,000 31 Oct 21 ₹16,328 31 Oct 22 ₹16,003 31 Oct 23 ₹17,821 31 Oct 24 ₹25,596 31 Oct 25 ₹26,823 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 0.8% 3 Month 2.2% 6 Month 5.6% 1 Year 5% 3 Year 19.3% 5 Year 19.8% 10 Year 15 Year Since launch 18% Historical performance (Yearly) on absolute basis
Year Returns 2024 30% 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% Fund Manager information for Axis Mid Cap Fund
Name Since Tenure Shreyash Devalkar 23 Nov 16 8.94 Yr. Nitin Arora 3 Aug 23 2.25 Yr. Krishnaa N 1 Mar 24 1.67 Yr. Data below for Axis Mid Cap Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Consumer Cyclical 21.15% Financial Services 17.57% Industrials 15.96% Health Care 11.33% Technology 10.25% Basic Materials 9.07% Communication Services 3.49% Real Estate 3.19% Utility 1.21% Energy 0.85% Consumer Defensive 0.09% Asset Allocation
Asset Class Value Cash 5.81% Equity 94.17% Top Securities Holdings / Portfolio
Name Holding Value Quantity Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 22 | 5328434% ₹1,297 Cr 12,674,257
↓ -625,114 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 23 | FEDERALBNK3% ₹900 Cr 38,056,676
↑ 5,996,075 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 5008503% ₹802 Cr 10,812,201 JK Cement Ltd (Basic Materials)
Equity, Since 31 Jan 20 | JKCEMENT2% ₹772 Cr 1,242,683 Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA2% ₹765 Cr 4,111,208 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222752% ₹742 Cr 2,444,385 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Oct 23 | DIXON2% ₹674 Cr 435,265
↑ 28,210 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | UNOMINDA2% ₹672 Cr 5,442,971
↓ -993,519 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Jul 24 | MCX2% ₹660 Cr 713,813
↑ 103,742 Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | SCHAEFFLER2% ₹629 Cr 1,563,264 2. Axis Long Term Equity Fund
Axis Long Term Equity Fund
Growth Launch Date 29 Dec 09 NAV (26 Nov 25) ₹98.7693 ↑ 1.12 (1.15 %) Net Assets (Cr) ₹35,172 on 31 Oct 25 Category Equity - ELSS AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.52 Sharpe Ratio -0.06 Information Ratio -0.5 Alpha Ratio -0.94 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Oct 20 ₹10,000 31 Oct 21 ₹15,564 31 Oct 22 ₹13,819 31 Oct 23 ₹14,601 31 Oct 24 ₹19,355 31 Oct 25 ₹20,286 Returns for Axis Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 0.1% 3 Month 2.7% 6 Month 3.7% 1 Year 5.4% 3 Year 14.2% 5 Year 12.5% 10 Year 15 Year Since launch 15.5% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 6.7% Fund Manager information for Axis Long Term Equity Fund
Name Since Tenure Shreyash Devalkar 4 Aug 23 2.25 Yr. Ashish Naik 3 Aug 23 2.25 Yr. Data below for Axis Long Term Equity Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Financial Services 29.53% Consumer Cyclical 16.13% Industrials 11.62% Health Care 9.07% Basic Materials 8.47% Technology 8.37% Communication Services 6% Consumer Defensive 3.78% Utility 2.77% Energy 1.53% Real Estate 1.16% Asset Allocation
Asset Class Value Cash 1.56% Equity 98.42% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK8% ₹2,656 Cr 26,906,693
↓ -1,486,805 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | ICICIBANK6% ₹2,068 Cr 15,370,693 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 23 | BHARTIARTL5% ₹1,671 Cr 8,132,102 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000344% ₹1,557 Cr 14,928,715
↓ -1,354,195 Infosys Ltd (Technology)
Equity, Since 31 May 24 | INFY4% ₹1,253 Cr 8,450,888 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 23 | LT3% ₹929 Cr 2,304,465 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | 5433203% ₹903 Cr 28,406,480
↓ -2,677,364 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M3% ₹895 Cr 2,565,390
↓ -178,876 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 5325382% ₹833 Cr 697,445 Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 13 | 5327792% ₹791 Cr 6,009,950
↓ -678,012 3. Axis Bluechip Fund
Axis Bluechip Fund
Growth Launch Date 5 Jan 10 NAV (26 Nov 25) ₹62.52 ↑ 0.73 (1.18 %) Net Assets (Cr) ₹33,827 on 31 Oct 25 Category Equity - Large Cap AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 0.68 Sharpe Ratio 0.04 Information Ratio -1.04 Alpha Ratio -0.76 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 Oct 20 ₹10,000 31 Oct 21 ₹14,770 31 Oct 22 ₹13,928 31 Oct 23 ₹14,247 31 Oct 24 ₹18,200 31 Oct 25 ₹19,333 Returns for Axis Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 0.7% 3 Month 3.5% 6 Month 4.2% 1 Year 6.4% 3 Year 11.9% 5 Year 12% 10 Year 15 Year Since launch 12.2% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 -1.2% Fund Manager information for Axis Bluechip Fund
Name Since Tenure Shreyash Devalkar 23 Nov 16 8.94 Yr. Jayesh Sundar 4 Nov 24 0.99 Yr. Krishnaa N 1 Mar 24 1.67 Yr. Data below for Axis Bluechip Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Financial Services 31.55% Consumer Cyclical 16.41% Industrials 11.71% Technology 7.58% Energy 6.85% Health Care 6.81% Communication Services 6.63% Basic Materials 5.03% Consumer Defensive 3.31% Utility 1.72% Asset Allocation
Asset Class Value Cash 2.4% Equity 97.59% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK9% ₹3,203 Cr 32,437,076 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK8% ₹2,567 Cr 19,082,005
↓ -1,466,726 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE7% ₹2,287 Cr 15,388,502
↑ 520,818 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL6% ₹1,977 Cr 9,622,855
↑ 442,687 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 5000345% ₹1,722 Cr 16,512,940
↓ -1,284,037 Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY5% ₹1,610 Cr 10,860,095
↓ -706,322 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 21 | LT5% ₹1,546 Cr 3,835,284
↑ 168,892 State Bank of India (Financial Services)
Equity, Since 31 May 21 | SBIN4% ₹1,350 Cr 14,404,241
↑ 1,635,095 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M3% ₹1,135 Cr 3,254,055 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433203% ₹1,062 Cr 33,425,358
↓ -6,418,443 4. Axis Focused 25 Fund
Axis Focused 25 Fund
Growth Launch Date 29 Jun 12 NAV (26 Nov 25) ₹55.85 ↑ 0.66 (1.20 %) Net Assets (Cr) ₹12,581 on 31 Oct 25 Category Equity - Focused AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.73 Sharpe Ratio -0.04 Information Ratio -0.92 Alpha Ratio -0.74 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 Oct 20 ₹10,000 31 Oct 21 ₹15,581 31 Oct 22 ₹13,457 31 Oct 23 ₹13,507 31 Oct 24 ₹17,577 31 Oct 25 ₹18,439 Returns for Axis Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month -1.4% 3 Month 1.5% 6 Month 2.6% 1 Year 4.5% 3 Year 11.2% 5 Year 10.2% 10 Year 15 Year Since launch 13.7% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 3.9% Fund Manager information for Axis Focused 25 Fund
Name Since Tenure Sachin Relekar 1 Feb 24 1.75 Yr. Krishnaa N 1 Mar 24 1.67 Yr. Data below for Axis Focused 25 Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Financial Services 33.51% Consumer Cyclical 13.64% Health Care 12.11% Industrials 11.85% Communication Services 9.05% Technology 4.42% Real Estate 3.84% Basic Materials 3.59% Utility 3.19% Consumer Defensive 0.88% Asset Allocation
Asset Class Value Cash 3.93% Equity 96.07% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK9% ₹1,087 Cr 11,005,258 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 21 | ICICIBANK9% ₹1,070 Cr 7,951,967 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000347% ₹916 Cr 8,783,359
↓ -88,729 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 23 | BHARTIARTL7% ₹850 Cr 4,138,784 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 24 | 5433206% ₹800 Cr 25,167,777
↑ 706,441 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 22 | CHOLAFIN5% ₹681 Cr 4,014,437 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB5% ₹663 Cr 983,954 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 24 | INDIGO4% ₹528 Cr 939,076 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Sep 22 | APOLLOHOSP4% ₹513 Cr 668,123 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 May 24 | PRESTIGE4% ₹483 Cr 2,767,025
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Research Highlights for Axis Mid Cap Fund