એક્સિસ મ્યુચ્યુઅલ ફંડ 2022 દ્વારા 4 શ્રેષ્ઠ ઇક્વિટી ફંડ

Updated on January 5, 2026 , 44727 views

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

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)	Sharpe Ratio
Axis Mid Cap Fund Growth	₹112.26 ↓ -2.01	₹32,202	-0.1	0.1	2.2	20.3	17.3	1	-0.03
Axis Long Term Equity Fund Growth	₹97.1154 ↓ -1.11	₹35,084	1.6	0.8	5.5	15.9	10.2	4.4	0.01
Axis Bluechip Fund Growth	₹61.86 ↓ -0.56	₹34,072	2.7	1.9	7.2	13.6	10.1	6.3	0.07
Axis Focused 25 Fund Growth	₹54.48 ↓ -0.43	₹12,445	-0.8	-1.3	4.1	12.9	7.8	2.5	-0.05
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Jan 26
Note: Ratio's shown as on 30 Nov 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 (₹32,202 Cr).	Highest AUM (₹35,084 Cr).	Upper mid AUM (₹34,072 Cr).	Bottom quartile AUM (₹12,445 Cr).
Point 2	Established history (14+ 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: 17.32% (top quartile).	5Y return: 10.24% (upper mid).	5Y return: 10.11% (lower mid).	5Y return: 7.76% (bottom quartile).
Point 6	3Y return: 20.30% (top quartile).	3Y return: 15.85% (upper mid).	3Y return: 13.62% (lower mid).	3Y return: 12.86% (bottom quartile).
Point 7	1Y return: 2.20% (bottom quartile).	1Y return: 5.47% (upper mid).	1Y return: 7.18% (top quartile).	1Y return: 4.06% (lower mid).
Point 8	Alpha: 0.00 (top quartile).	Alpha: -1.06 (upper mid).	Alpha: -1.80 (lower mid).	Alpha: -1.85 (bottom quartile).
Point 9	Sharpe: -0.03 (lower mid).	Sharpe: 0.01 (upper mid).	Sharpe: 0.07 (top quartile).	Sharpe: -0.05 (bottom quartile).
Point 10	Information ratio: 0.00 (top quartile).	Information ratio: -0.34 (upper mid).	Information ratio: -0.89 (bottom quartile).	Information ratio: -0.83 (lower mid).

Axis Mid Cap Fund

Lower mid AUM (₹32,202 Cr).
Established history (14+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 17.32% (top quartile).
3Y return: 20.30% (top quartile).
1Y return: 2.20% (bottom quartile).
Alpha: 0.00 (top quartile).
Sharpe: -0.03 (lower mid).
Information ratio: 0.00 (top quartile).

Axis Long Term Equity Fund

Highest AUM (₹35,084 Cr).
Oldest track record among peers (16 yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 10.24% (upper mid).
3Y return: 15.85% (upper mid).
1Y return: 5.47% (upper mid).
Alpha: -1.06 (upper mid).
Sharpe: 0.01 (upper mid).
Information ratio: -0.34 (upper mid).

Axis Bluechip Fund

Upper mid AUM (₹34,072 Cr).
Established history (16+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 10.11% (lower mid).
3Y return: 13.62% (lower mid).
1Y return: 7.18% (top quartile).
Alpha: -1.80 (lower mid).
Sharpe: 0.07 (top quartile).
Information ratio: -0.89 (bottom quartile).

Axis Focused 25 Fund

Bottom quartile AUM (₹12,445 Cr).
Established history (13+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 7.76% (bottom quartile).
3Y return: 12.86% (bottom quartile).
1Y return: 4.06% (lower mid).
Alpha: -1.85 (bottom quartile).
Sharpe: -0.05 (bottom quartile).
Information ratio: -0.83 (lower mid).

*આધારિત ભંડોળની યાદીસંપત્તિ >= 200 કરોડ & પર છટણી કરેલ3 વર્ષCAGR પરત કરે છે.

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.

Research Highlights for Axis Mid Cap Fund

Lower mid AUM (₹32,202 Cr).
Established history (14+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 17.32% (top quartile).
3Y return: 20.30% (top quartile).
1Y return: 2.20% (bottom quartile).
Alpha: 0.00 (top quartile).
Sharpe: -0.03 (lower mid).
Information ratio: 0.00 (top quartile).
Top sector: Consumer Cyclical.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~93%).
Largest holding Fortis Healthcare Ltd (~3.5%).

Below is the key information for Axis Mid Cap Fund

Axis Mid Cap Fund Growth
Launch Date	18 Feb 11
NAV (08 Jan 26)	₹112.26 ↓ -2.01 (-1.76 %)
Net Assets (Cr)	₹32,202 on 30 Nov 25
Category	Equity - Mid Cap
AMC	Axis Asset Management Company Limited
Rating	☆
Risk	Moderately High
Expense Ratio	1.57
Sharpe Ratio	-0.03
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 Dec 20	₹10,000
31 Dec 21	₹13,993
31 Dec 22	₹13,283
31 Dec 23	₹17,214
31 Dec 24	₹22,380
31 Dec 25	₹22,604

Axis Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 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 8 Jan 26

Duration	Returns
1 Month	0.6%
3 Month	-0.1%
6 Month	0.1%
1 Year	2.2%
3 Year	20.3%
5 Year	17.3%
10 Year
15 Year
Since launch	17.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	1%
2023	30%
2022	29.6%
2021	-5.1%
2020	39.9%
2019	26%
2018	11.3%
2017	3.5%
2016	42%
2015	-3.1%

Fund Manager information for Axis Mid Cap Fund

Name	Since	Tenure
Shreyash Devalkar	23 Nov 16	9.03 Yr.
Nitin Arora	3 Aug 23	2.33 Yr.
Krishnaa N	1 Mar 24	1.75 Yr.

Data below for Axis Mid Cap Fund as on 30 Nov 25

Equity Sector Allocation

Sector	Value
Consumer Cyclical	20.21%
Financial Services	18.4%
Industrials	17.3%
Health Care	10.34%
Technology	10.09%
Basic Materials	8.07%
Communication Services	3.43%
Real Estate	3.23%
Utility	1.22%
Energy	0.82%
Consumer Defensive	0.09%

Asset Allocation

Asset Class	Value
Cash	6.78%
Equity	93.19%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Fortis Healthcare Ltd (Healthcare) Equity, Since 31 Mar 22 \| FORTIS	4%	₹1,142 Cr	12,427,065 ↓ -247,192
The Federal Bank Ltd (Financial Services) Equity, Since 31 Mar 23 \| FEDERALBNK	3%	₹982 Cr	38,056,676
Indian Hotels Co Ltd (Consumer Cyclical) Equity, Since 31 Oct 20 \| INDHOTEL	2%	₹805 Cr	10,812,201
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 31 Jul 24 \| MCX	2%	₹719 Cr	713,813
Bharti Hexacom Ltd (Communication Services) Equity, Since 30 Apr 24 \| BHARTIHEXA	2%	₹690 Cr	3,900,410 ↓ -210,798
Persistent Systems Ltd (Technology) Equity, Since 31 Mar 21 \| PERSISTENT	2%	₹674 Cr	1,060,304
UNO Minda Ltd (Consumer Cyclical) Equity, Since 31 Aug 21 \| UNOMINDA	2%	₹673 Cr	5,150,285 ↓ -292,686
Phoenix Mills Ltd (Real Estate) Equity, Since 31 May 22 \| PHOENIXLTD	2%	₹643 Cr	3,700,614 ↑ 154,085
Coromandel International Ltd (Basic Materials) Equity, Since 30 Jun 20 \| COROMANDEL	2%	₹641 Cr	2,692,866
Schaeffler India Ltd (Consumer Cyclical) Equity, Since 31 Jul 21 \| SCHAEFFLER	2%	₹639 Cr	1,639,295 ↑ 76,031

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.

Research Highlights for Axis Long Term Equity Fund

Highest AUM (₹35,084 Cr).
Oldest track record among peers (16 yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 10.24% (upper mid).
3Y return: 15.85% (upper mid).
1Y return: 5.47% (upper mid).
Alpha: -1.06 (upper mid).
Sharpe: 0.01 (upper mid).
Information ratio: -0.34 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
Largest holding HDFC Bank Ltd (~7.6%).

Below is the key information for Axis Long Term Equity Fund

Axis Long Term Equity Fund Growth
Launch Date	29 Dec 09
NAV (08 Jan 26)	₹97.1154 ↓ -1.11 (-1.13 %)
Net Assets (Cr)	₹35,084 on 30 Nov 25
Category	Equity - ELSS
AMC	Axis Asset Management Company Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.52
Sharpe Ratio	0.01
Information Ratio	-0.34
Alpha Ratio	-1.06
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
31 Dec 20	₹10,000
31 Dec 21	₹12,454
31 Dec 22	₹10,963
31 Dec 23	₹13,370
31 Dec 24	₹15,700
31 Dec 25	₹16,389

Axis Long Term Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578 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 8 Jan 26

Duration	Returns
1 Month	0.1%
3 Month	1.6%
6 Month	0.8%
1 Year	5.5%
3 Year	15.9%
5 Year	10.2%
10 Year
15 Year
Since launch	15.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	4.4%
2023	17.4%
2022	22%
2021	-12%
2020	24.5%
2019	20.5%
2018	14.8%
2017	2.7%
2016	37.4%
2015	-0.7%

Fund Manager information for Axis Long Term Equity Fund

Name	Since	Tenure
Shreyash Devalkar	4 Aug 23	2.33 Yr.
Ashish Naik	3 Aug 23	2.33 Yr.

Data below for Axis Long Term Equity Fund as on 30 Nov 25

Equity Sector Allocation

Sector	Value
Financial Services	30.23%
Consumer Cyclical	15.98%
Industrials	11.59%
Health Care	9.02%
Technology	8.54%
Basic Materials	8.31%
Communication Services	6.14%
Consumer Defensive	3.64%
Utility	2.46%
Energy	1.65%
Real Estate	1.12%

Asset Allocation

Asset Class	Value
Cash	1.29%
Equity	98.7%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| HDFCBANK	8%	₹2,675 Cr	26,548,800 ↓ -357,893
ICICI Bank Ltd (Financial Services) Equity, Since 31 Dec 23 \| ICICIBANK	6%	₹2,135 Cr	15,370,693
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 23 \| BHARTIARTL	5%	₹1,709 Cr	8,132,102
Bajaj Finance Ltd (Financial Services) Equity, Since 30 Sep 16 \| BAJFINANCE	4%	₹1,549 Cr	14,928,715
Infosys Ltd (Technology) Equity, Since 31 May 24 \| INFY	4%	₹1,318 Cr	8,450,888
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Apr 22 \| M&M	3%	₹939 Cr	2,499,554 ↓ -65,836
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 23 \| LT	3%	₹938 Cr	2,304,465
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Jul 23 \| 543320	3%	₹887 Cr	29,559,780 ↑ 1,153,300
UltraTech Cement Ltd (Basic Materials) Equity, Since 30 Apr 24 \| ULTRACEMCO	2%	₹809 Cr	697,445
Tata Consultancy Services Ltd (Technology) Equity, Since 30 Apr 17 \| TCS	2%	₹776 Cr	2,474,815

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.

Research Highlights for Axis Bluechip Fund

Upper mid AUM (₹34,072 Cr).
Established history (16+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 10.11% (lower mid).
3Y return: 13.62% (lower mid).
1Y return: 7.18% (top quartile).
Alpha: -1.80 (lower mid).
Sharpe: 0.07 (top quartile).
Information ratio: -0.89 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
High-quality debt (AAA/AA ~100%).
Largest holding HDFC Bank Ltd (~9.6%).

Below is the key information for Axis Bluechip Fund

Axis Bluechip Fund Growth
Launch Date	5 Jan 10
NAV (08 Jan 26)	₹61.86 ↓ -0.56 (-0.90 %)
Net Assets (Cr)	₹34,072 on 30 Nov 25
Category	Equity - Large Cap
AMC	Axis Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	0.68
Sharpe Ratio	0.07
Information Ratio	-0.89
Alpha Ratio	-1.8
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 Dec 20	₹10,000
31 Dec 21	₹12,064
31 Dec 22	₹11,381
31 Dec 23	₹13,367
31 Dec 24	₹15,202
31 Dec 25	₹16,156

Axis Bluechip Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578 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 8 Jan 26

Duration	Returns
1 Month	0.2%
3 Month	2.7%
6 Month	1.9%
1 Year	7.2%
3 Year	13.6%
5 Year	10.1%
10 Year
15 Year
Since launch	12.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	6.3%
2023	13.7%
2022	17.4%
2021	-5.7%
2020	20.6%
2019	19.7%
2018	18.6%
2017	6.5%
2016	38%
2015	-3.6%

Fund Manager information for Axis Bluechip Fund

Name	Since	Tenure
Shreyash Devalkar	23 Nov 16	9.03 Yr.
Jayesh Sundar	4 Nov 24	1.07 Yr.
Krishnaa N	1 Mar 24	1.75 Yr.

Data below for Axis Bluechip Fund as on 30 Nov 25

Equity Sector Allocation

Sector	Value
Financial Services	32.8%
Consumer Cyclical	14.7%
Industrials	12.08%
Technology	8.37%
Energy	7.27%
Communication Services	6.63%
Health Care	6%
Basic Materials	4.67%
Consumer Defensive	3.32%
Utility	1.16%

Asset Allocation

Asset Class	Value
Cash	2.98%
Equity	97%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| HDFCBANK	10%	₹3,268 Cr	32,437,076
ICICI Bank Ltd (Financial Services) Equity, Since 30 Sep 18 \| ICICIBANK	8%	₹2,763 Cr	19,897,888 ↑ 815,883
Reliance Industries Ltd (Energy) Equity, Since 28 Feb 18 \| RELIANCE	7%	₹2,447 Cr	15,610,141 ↑ 221,639
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Nov 19 \| BHARTIARTL	6%	₹2,022 Cr	9,622,855
Infosys Ltd (Technology) Equity, Since 31 Dec 17 \| INFY	5%	₹1,797 Cr	11,518,426 ↑ 658,331
Bajaj Finance Ltd (Financial Services) Equity, Since 31 Jul 17 \| BAJFINANCE	5%	₹1,643 Cr	15,838,080 ↓ -674,860
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Nov 21 \| LT	5%	₹1,576 Cr	3,872,379 ↑ 37,095
State Bank of India (Financial Services) Equity, Since 31 May 21 \| SBIN	4%	₹1,410 Cr	14,404,241
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Nov 21 \| M&M	4%	₹1,215 Cr	3,234,455 ↓ -19,600
InterGlobe Aviation Ltd (Industrials) Equity, Since 31 May 23 \| INDIGO	3%	₹1,050 Cr	1,778,949

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.

Research Highlights for Axis Focused 25 Fund

Bottom quartile AUM (₹12,445 Cr).
Established history (13+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 7.76% (bottom quartile).
3Y return: 12.86% (bottom quartile).
1Y return: 4.06% (lower mid).
Alpha: -1.85 (bottom quartile).
Sharpe: -0.05 (bottom quartile).
Information ratio: -0.83 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding ICICI Bank Ltd (~9.1%).

Below is the key information for Axis Focused 25 Fund

Axis Focused 25 Fund Growth
Launch Date	29 Jun 12
NAV (08 Jan 26)	₹54.48 ↓ -0.43 (-0.78 %)
Net Assets (Cr)	₹12,445 on 30 Nov 25
Category	Equity - Focused
AMC	Axis Asset Management Company Limited
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.73
Sharpe Ratio	-0.05
Information Ratio	-0.83
Alpha Ratio	-1.85
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 Dec 20	₹10,000
31 Dec 21	₹12,400
31 Dec 22	₹10,602
31 Dec 23	₹12,429
31 Dec 24	₹14,268
31 Dec 25	₹14,622

Axis Focused 25 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070 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 8 Jan 26

Duration	Returns
1 Month	-1.4%
3 Month	-0.8%
6 Month	-1.3%
1 Year	4.1%
3 Year	12.9%
5 Year	7.8%
10 Year
15 Year
Since launch	13.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	2.5%
2023	14.8%
2022	17.2%
2021	-14.5%
2020	24%
2019	21%
2018	14.7%
2017	0.6%
2016	45.2%
2015	4.6%

Fund Manager information for Axis Focused 25 Fund

Name	Since	Tenure
Sachin Relekar	1 Feb 24	1.83 Yr.
Krishnaa N	1 Mar 24	1.75 Yr.

Data below for Axis Focused 25 Fund as on 30 Nov 25

Equity Sector Allocation

Sector	Value
Financial Services	34.28%
Consumer Cyclical	13.51%
Industrials	11.97%
Health Care	11.54%
Communication Services	9.16%
Technology	4.67%
Real Estate	3.73%
Basic Materials	3.46%
Utility	2.98%
Consumer Defensive	1.69%

Asset Allocation

Asset Class	Value
Cash	3.02%
Equity	96.98%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jul 21 \| ICICIBANK	9%	₹1,131 Cr	8,141,967 ↑ 190,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 23 \| HDFCBANK	9%	₹1,109 Cr	11,005,258
Bajaj Finance Ltd (Financial Services) Equity, Since 30 Sep 16 \| BAJFINANCE	7%	₹911 Cr	8,783,359
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Dec 23 \| BHARTIARTL	7%	₹870 Cr	4,138,784
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Jul 24 \| 543320	6%	₹755 Cr	25,167,777
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 31 Dec 22 \| CHOLAFIN	5%	₹644 Cr	3,711,001 ↓ -303,436
Divi's Laboratories Ltd (Healthcare) Equity, Since 31 Jul 19 \| DIVISLAB	5%	₹637 Cr	983,954
InterGlobe Aviation Ltd (Industrials) Equity, Since 31 May 24 \| INDIGO	4%	₹554 Cr	939,076
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 May 24 \| M&M	4%	₹513 Cr	1,365,212
Apollo Hospitals Enterprise Ltd (Healthcare) Equity, Since 30 Sep 22 \| APOLLOHOSP	4%	₹490 Cr	668,123

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