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एक्सिस म्यूचुअल फंड 2022 द्वारा 4 सर्वश्रेष्ठ इक्विटी फंड
यदि आप अपने परिवार के लिए धन का निर्माण करना चाहते हैं या अपने बच्चे की उच्च शिक्षा की योजना बनाना चाहते हैं, तोइक्विटी फ़ंड द्वाराएक्सिस म्यूचुअल फंड निवेश करने का सबसे अच्छा विकल्प हैं।
इक्विटी फंड एक प्रकार के होते हैंम्यूचुअल फंड जो मुख्य रूप से इक्विटी और संबंधित उपकरणों में निवेश करता है। लंबी अवधि की वित्तीय जरूरतों को पूरा करने के लिए ये फंड एक अच्छा विकल्प हैं। इन फंडों में लंबी अवधि में उच्च रिटर्न देने की काफी संभावनाएं होती हैं, इसलिए इक्विटी फंडों में कम से कम 3-5 साल के लिए निवेश करने का सुझाव दिया जाता है। लेकिन, इक्विटी फंड केवल उन निवेशकों के लिए उपयुक्त हैं जो अपने निवेश में उच्च जोखिम उठा सकते हैं।
इस योजना में निवेश करने की योजना बना रहे निवेशक नीचे सूचीबद्ध शीर्ष 4 में से चुन सकते हैंसर्वश्रेष्ठ इक्विटी फंड एक्सिस म्यूचुअल फंड द्वारा इन फंडों को एयूएम जैसे कुछ महत्वपूर्ण मानकों को पूरा करके शॉर्टलिस्ट किया गया है।नहीं हैं, पिछले प्रदर्शन, औसत सहकर्मी रिटर्न, और अन्य सूचना अनुपात।
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एक्सिस इक्विटी फंड में निवेश क्यों करें?
द्वारानिवेश इक्विटी फंड में, कोई अपने दीर्घकालिक निवेश लक्ष्यों की योजना बना सकता है जैसे घर/कार खरीदना,सेवानिवृत्ति योजना, बच्चे का करियर या धन सृजन जितना ही सरल।
एक्सिस म्यूचुअल फंड एक ऐसी योजना प्रदान करता है जो आपको कर लाभों का आनंद लेने में मदद करती है। योजना का नाम है-
एक्सिस लॉन्ग टर्म इक्विटी फंड. इस योजना में निवेश करके कोई भी अपनी योजना बना सकता हैकरों अंतर्गतधारा 80सी काआयकर अधिनियम, 1961।एक्सिस म्यूचुअल फंड के फंड मैनेजरों के पास निवेश संबंधी निर्णय लेने का समृद्ध अनुभव है। उनका अनुभव आपको अपना विकास करने में मदद करेगाराजधानी एक लंबी अवधि में।
बेस्ट एक्सिस इक्विटी म्यूचुअल फंड
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 Below is the key information for Axis Mid Cap 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. 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 Below is the key information for Axis Bluechip 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. 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 Below is the key information for Axis Long Term Equity 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. 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 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 (%) 2023 (%) Sharpe Ratio Axis Mid Cap Fund Growth ₹114.89
↓ -0.41 ₹31,322 3.9 22.9 46.5 17.4 25.1 29.6 2.8 Axis Bluechip Fund Growth ₹61.21
↓ -0.14 ₹35,452 3.9 9.8 30 8.8 14.9 17.4 2.32 Axis Long Term Equity Fund Growth ₹98.1524
↓ -0.26 ₹38,423 6.2 12.5 34.5 8.5 16.3 22 2.4 Axis Focused 25 Fund Growth ₹56.15
↓ -0.33 ₹14,156 6.9 11.4 31.8 5 14.2 17.2 2.06 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Oct 24 Note: Ratio's shown as on 31 Aug 24 संपत्ति>= 200 करोड़ पर छाँटा गया3 सालसीएजीआर रिटर्न.1. Axis Mid Cap Fund
CAGR/Annualized return of 19.6% since its launch. Ranked 41 in Mid Cap category. Return for 2023 was 29.6% , 2022 was -5.1% and 2021 was 39.9% . Axis Mid Cap Fund
Growth Launch Date 18 Feb 11 NAV (10 Oct 24) ₹114.89 ↓ -0.41 (-0.36 %) Net Assets (Cr) ₹31,322 on 31 Aug 24 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 1.61 Sharpe Ratio 2.8 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 30 Sep 19 ₹10,000 30 Sep 20 ₹11,227 30 Sep 21 ₹18,188 30 Sep 22 ₹18,064 30 Sep 23 ₹20,791 30 Sep 24 ₹30,878 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Oct 24 Duration Returns 1 Month 0.8% 3 Month 3.9% 6 Month 22.9% 1 Year 46.5% 3 Year 17.4% 5 Year 25.1% 10 Year 15 Year Since launch 19.6% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 76.5% Fund Manager information for Axis Mid Cap Fund
Name Since Tenure Shreyash Devalkar 23 Nov 16 7.78 Yr. Nitin Arora 3 Aug 23 1.08 Yr. Krishnaa N 1 Mar 24 0.5 Yr. Data below for Axis Mid Cap Fund as on 31 Aug 24
Equity Sector Allocation
Sector Value Consumer Cyclical 21.58% Industrials 18.64% Financial Services 15.44% Health Care 10.87% Basic Materials 9.51% Technology 8.11% Real Estate 4.71% Utility 2.97% Communication Services 2.64% Consumer Defensive 1.57% Energy 1.4% Asset Allocation
Asset Class Value Cash 2.55% Equity 97.45% Top Securities Holdings / Portfolio
Name Holding Value Quantity Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | TRENT3% ₹1,096 Cr 1,531,065 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | 5112433% ₹947 Cr 6,504,751
↓ -113,759 Supreme Industries Ltd (Industrials)
Equity, Since 31 Dec 16 | 5099303% ₹854 Cr 1,616,796 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 5008503% ₹804 Cr 12,423,691 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | 5325393% ₹797 Cr 6,786,223
↓ -352,557 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT3% ₹795 Cr 1,538,075 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 22 | 5328432% ₹734 Cr 13,299,371 Cummins India Ltd (Industrials)
Equity, Since 28 Feb 21 | CUMMINSIND2% ₹723 Cr 1,931,274
↓ -168,840 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | COROMANDEL2% ₹685 Cr 3,893,484 Sona BLW Precision Forgings Ltd (Consumer Cyclical)
Equity, Since 30 Jun 21 | 5433002% ₹682 Cr 9,985,695 2. Axis Bluechip Fund
CAGR/Annualized return of 13.1% since its launch. Ranked 58 in Large Cap category. Return for 2023 was 17.4% , 2022 was -5.7% and 2021 was 20.6% . Axis Bluechip Fund
Growth Launch Date 5 Jan 10 NAV (10 Oct 24) ₹61.21 ↓ -0.14 (-0.23 %) Net Assets (Cr) ₹35,452 on 31 Aug 24 Category Equity - Large Cap AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.55 Sharpe Ratio 2.32 Information Ratio -1.77 Alpha Ratio 1.08 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 30 Sep 19 ₹10,000 30 Sep 20 ₹9,871 30 Sep 21 ₹15,056 30 Sep 22 ₹13,902 30 Sep 23 ₹14,957 30 Sep 24 ₹20,222 Returns for Axis Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Oct 24 Duration Returns 1 Month -0.2% 3 Month 3.9% 6 Month 9.8% 1 Year 30% 3 Year 8.8% 5 Year 14.9% 10 Year 15 Year Since launch 13.1% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 40.8% Fund Manager information for Axis Bluechip Fund
Name Since Tenure Shreyash Devalkar 23 Nov 16 7.78 Yr. Ashish Naik 3 Aug 23 1.08 Yr. Krishnaa N 1 Mar 24 0.5 Yr. Data below for Axis Bluechip Fund as on 31 Aug 24
Equity Sector Allocation
Sector Value Financial Services 28.63% Consumer Cyclical 15.49% Technology 10.8% Consumer Defensive 9.98% Industrials 6.77% Energy 6.61% Communication Services 6.59% Health Care 4.59% Basic Materials 4.49% Utility 2.65% Real Estate 0.46% Asset Allocation
Asset Class Value Cash 2.94% Equity 97.06% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | 5001808% ₹3,009 Cr 18,383,068
↓ -500,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 5321748% ₹2,737 Cr 22,267,175 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | 5003256% ₹1,995 Cr 6,608,468
↓ -723,808 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS5% ₹1,788 Cr 3,927,188 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 5000345% ₹1,779 Cr 2,470,413 Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | 5002095% ₹1,768 Cr 9,097,068
↑ 648,079 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | 5324545% ₹1,748 Cr 10,999,820
↓ -532,513 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 5403765% ₹1,702 Cr 3,453,316
↓ -74,080 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 23 | 5394483% ₹967 Cr 2,002,864 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 Jan 23 | BAJAJ-AUTO3% ₹964 Cr 884,631
↑ 17,633 3. Axis Long Term Equity Fund
CAGR/Annualized return of 16.7% since its launch. Ranked 20 in ELSS category. Return for 2023 was 22% , 2022 was -12% and 2021 was 24.5% . Axis Long Term Equity Fund
Growth Launch Date 29 Dec 09 NAV (10 Oct 24) ₹98.1524 ↓ -0.26 (-0.26 %) Net Assets (Cr) ₹38,423 on 31 Aug 24 Category Equity - ELSS AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.55 Sharpe Ratio 2.4 Information Ratio -1.36 Alpha Ratio 3.52 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Sep 19 ₹10,000 30 Sep 20 ₹9,923 30 Sep 21 ₹16,117 30 Sep 22 ₹14,116 30 Sep 23 ₹15,363 30 Sep 24 ₹21,342 Returns for Axis Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Oct 24 Duration Returns 1 Month 1.2% 3 Month 6.2% 6 Month 12.5% 1 Year 34.5% 3 Year 8.5% 5 Year 16.3% 10 Year 15 Year Since launch 16.7% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 66.2% Fund Manager information for Axis Long Term Equity Fund
Name Since Tenure Shreyash Devalkar 4 Aug 23 1.08 Yr. Ashish Naik 3 Aug 23 1.08 Yr. Data below for Axis Long Term Equity Fund as on 31 Aug 24
Equity Sector Allocation
Sector Value Financial Services 26.59% Consumer Cyclical 13.49% Industrials 9.53% Health Care 8.87% Technology 8.47% Consumer Defensive 7.79% Basic Materials 7.45% Utility 6.13% Communication Services 4.74% Energy 3.67% Real Estate 1.06% Asset Allocation
Asset Class Value Cash 2.22% Equity 97.78% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | 5001806% ₹2,250 Cr 13,744,884
↓ -200,000 Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 13 | TORNTPOWER5% ₹2,049 Cr 11,753,378
↓ -396,718 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS5% ₹1,785 Cr 3,920,036 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000344% ₹1,599 Cr 2,220,939
↓ -345,608 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 5403764% ₹1,363 Cr 2,765,259 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 23 | 5324543% ₹1,208 Cr 7,600,661 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | 5321743% ₹1,168 Cr 9,500,435
↑ 600,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 17 | DIVISLAB3% ₹1,010 Cr 1,982,524
↓ -473,832 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M2% ₹840 Cr 2,994,131
↓ -859,601 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Jun 20 | 5112432% ₹801 Cr 5,504,078
↓ -2,084,878 4. Axis Focused 25 Fund
CAGR/Annualized return of 15.1% since its launch. Ranked 7 in Focused category. Return for 2023 was 17.2% , 2022 was -14.5% and 2021 was 24% . Axis Focused 25 Fund
Growth Launch Date 29 Jun 12 NAV (10 Oct 24) ₹56.15 ↓ -0.33 (-0.58 %) Net Assets (Cr) ₹14,156 on 31 Aug 24 Category Equity - Focused AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.69 Sharpe Ratio 2.06 Information Ratio -1.84 Alpha Ratio 0.42 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 30 Sep 19 ₹10,000 30 Sep 20 ₹9,962 30 Sep 21 ₹16,130 30 Sep 22 ₹13,771 30 Sep 23 ₹14,368 30 Sep 24 ₹19,526 Returns for Axis Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Oct 24 Duration Returns 1 Month 0.8% 3 Month 6.9% 6 Month 11.4% 1 Year 31.8% 3 Year 5% 5 Year 14.2% 10 Year 15 Year Since launch 15.1% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 38.8% Fund Manager information for Axis Focused 25 Fund
Name Since Tenure Sachin Relekar 1 Feb 24 0.58 Yr. Hitesh Das 3 Aug 23 1.08 Yr. Krishnaa N 1 Mar 24 0.5 Yr. Data below for Axis Focused 25 Fund as on 31 Aug 24
Equity Sector Allocation
Sector Value Financial Services 27.82% Consumer Cyclical 15.83% Basic Materials 9.56% Communication Services 8.02% Utility 7.19% Industrials 6.92% Technology 6.46% Health Care 6.38% Consumer Defensive 4.07% Real Estate 2.35% Asset Allocation
Asset Class Value Cash 5.4% Equity 94.6% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 21 | 5321747% ₹1,023 Cr 8,323,068 Torrent Power Ltd (Utilities)
Equity, Since 28 Feb 21 | TORNTPOWER7% ₹1,018 Cr 5,836,944
↓ -149,708 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS6% ₹915 Cr 2,008,953 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000346% ₹843 Cr 1,170,734 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | 5003315% ₹756 Cr 2,419,214
↓ -17,794 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | 5001805% ₹702 Cr 4,291,492 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 23 | 5324545% ₹701 Cr 4,410,019 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 22 | 5112434% ₹620 Cr 4,261,035 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 5403764% ₹576 Cr 1,168,909
↓ -219,137 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | BAJAJ-AUTO4% ₹569 Cr 522,374
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