एक्सिस म्यूचुअल फंड 2022 द्वारा 4 सर्वश्रेष्ठ इक्विटी फंड

Updated on January 19, 2026 , 44747 views

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

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)	Sharpe Ratio
Axis Mid Cap Fund Growth	₹108.63 ↑ 1.02	₹31,717	-6.4	-6	3.9	18.3	16	1	-0.2
Axis Long Term Equity Fund Growth	₹94.2777 ↑ 0.70	₹34,263	-5.4	-3.7	5.6	14.5	9.3	4.4	-0.07
Axis Bluechip Fund Growth	₹60.23 ↑ 0.25	₹33,556	-3.9	-1.1	7.7	12.1	9	6.3	0.07
Axis Focused 25 Fund Growth	₹52.54 ↑ 0.26	₹11,972	-7.7	-6.1	4.9	11.7	6.6	2.5	-0.19
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Jan 26
Note: Ratio's shown as on 31 Dec 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 (₹31,717 Cr).	Highest AUM (₹34,263 Cr).	Upper mid AUM (₹33,556 Cr).	Bottom quartile AUM (₹11,972 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: 15.98% (top quartile).	5Y return: 9.31% (upper mid).	5Y return: 8.97% (lower mid).	5Y return: 6.61% (bottom quartile).
Point 6	3Y return: 18.27% (top quartile).	3Y return: 14.54% (upper mid).	3Y return: 12.13% (lower mid).	3Y return: 11.72% (bottom quartile).
Point 7	1Y return: 3.90% (bottom quartile).	1Y return: 5.57% (upper mid).	1Y return: 7.70% (top quartile).	1Y return: 4.85% (lower mid).
Point 8	Alpha: 0.00 (top quartile).	Alpha: -3.06 (upper mid).	Alpha: -3.38 (lower mid).	Alpha: -4.94 (bottom quartile).
Point 9	Sharpe: -0.20 (bottom quartile).	Sharpe: -0.07 (upper mid).	Sharpe: 0.07 (top quartile).	Sharpe: -0.19 (lower mid).
Point 10	Information ratio: 0.00 (top quartile).	Information ratio: -0.43 (upper mid).	Information ratio: -0.99 (bottom quartile).	Information ratio: -0.92 (lower mid).

Axis Mid Cap Fund

Lower mid AUM (₹31,717 Cr).
Established history (14+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 15.98% (top quartile).
3Y return: 18.27% (top quartile).
1Y return: 3.90% (bottom quartile).
Alpha: 0.00 (top quartile).
Sharpe: -0.20 (bottom quartile).
Information ratio: 0.00 (top quartile).

Axis Long Term Equity Fund

Highest AUM (₹34,263 Cr).
Oldest track record among peers (16 yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 9.31% (upper mid).
3Y return: 14.54% (upper mid).
1Y return: 5.57% (upper mid).
Alpha: -3.06 (upper mid).
Sharpe: -0.07 (upper mid).
Information ratio: -0.43 (upper mid).

Axis Bluechip Fund

Upper mid AUM (₹33,556 Cr).
Established history (16+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 8.97% (lower mid).
3Y return: 12.13% (lower mid).
1Y return: 7.70% (top quartile).
Alpha: -3.38 (lower mid).
Sharpe: 0.07 (top quartile).
Information ratio: -0.99 (bottom quartile).

Axis Focused 25 Fund

Bottom quartile AUM (₹11,972 Cr).
Established history (13+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 6.61% (bottom quartile).
3Y return: 11.72% (bottom quartile).
1Y return: 4.85% (lower mid).
Alpha: -4.94 (bottom quartile).
Sharpe: -0.19 (lower mid).
Information ratio: -0.92 (lower mid).

*निधि के आधार पर सूचीसंपत्ति>= 200 करोड़ पर छाँटा गया3 सालसीएजीआर रिटर्न.

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 (₹31,717 Cr).
Established history (14+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 15.98% (top quartile).
3Y return: 18.27% (top quartile).
1Y return: 3.90% (bottom quartile).
Alpha: 0.00 (top quartile).
Sharpe: -0.20 (bottom quartile).
Information ratio: 0.00 (top quartile).
Top sector: Consumer Cyclical.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~93%).
High-quality debt (AAA/AA ~100%).
Largest holding Fortis Healthcare Ltd (~3.6%).

Below is the key information for Axis Mid Cap Fund

Axis Mid Cap Fund Growth
Launch Date	18 Feb 11
NAV (22 Jan 26)	₹108.63 ↑ 1.02 (0.95 %)
Net Assets (Cr)	₹31,717 on 31 Dec 25
Category	Equity - Mid Cap
AMC	Axis Asset Management Company Limited
Rating	☆
Risk	Moderately High
Expense Ratio	1.57
Sharpe Ratio	-0.2
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 ₹447,579.
Net Profit of ₹147,579 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 22 Jan 26

Duration	Returns
1 Month	-4.8%
3 Month	-6.4%
6 Month	-6%
1 Year	3.9%
3 Year	18.3%
5 Year	16%
10 Year
15 Year
Since launch	17.3%

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	9.11 Yr.
Nitin Arora	3 Aug 23	2.41 Yr.
Krishnaa N	1 Mar 24	1.84 Yr.

Data below for Axis Mid Cap Fund as on 31 Dec 25

Equity Sector Allocation

Sector	Value
Consumer Cyclical	20.46%
Financial Services	18.89%
Industrials	18.23%
Health Care	9.61%
Technology	8.92%
Basic Materials	7.83%
Communication Services	3.49%
Real Estate	3.15%
Utility	1.23%
Energy	1%
Consumer Defensive	0.09%

Asset Allocation

Asset Class	Value
Cash	7.09%
Equity	92.89%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Fortis Healthcare Ltd (Healthcare) Equity, Since 31 Mar 22 \| 532843	4%	₹1,155 Cr	13,060,764 ↑ 633,699
The Federal Bank Ltd (Financial Services) Equity, Since 31 Mar 23 \| FEDERALBNK	3%	₹1,057 Cr	39,590,705 ↑ 1,534,029
Indian Hotels Co Ltd (Consumer Cyclical) Equity, Since 31 Oct 20 \| 500850	3%	₹799 Cr	10,812,201
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 31 Jul 24 \| MCX	3%	₹795 Cr	713,813
Phoenix Mills Ltd (Real Estate) Equity, Since 31 May 22 \| 503100	2%	₹686 Cr	3,700,614
UNO Minda Ltd (Consumer Cyclical) Equity, Since 31 Aug 21 \| UNOMINDA	2%	₹662 Cr	5,150,285
Bharti Hexacom Ltd (Communication Services) Equity, Since 30 Apr 24 \| BHARTIHEXA	2%	₹638 Cr	3,503,642 ↓ -396,768
Schaeffler India Ltd (Consumer Cyclical) Equity, Since 31 Jul 21 \| SCHAEFFLER	2%	₹636 Cr	1,639,295
PB Fintech Ltd (Financial Services) Equity, Since 31 Jan 24 \| 543390	2%	₹613 Cr	3,359,729
Coromandel International Ltd (Basic Materials) Equity, Since 30 Jun 20 \| 506395	2%	₹610 Cr	2,692,866

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 (₹34,263 Cr).
Oldest track record among peers (16 yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 9.31% (upper mid).
3Y return: 14.54% (upper mid).
1Y return: 5.57% (upper mid).
Alpha: -3.06 (upper mid).
Sharpe: -0.07 (upper mid).
Information ratio: -0.43 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
High-quality debt (AAA/AA ~100%).
Largest holding HDFC Bank Ltd (~7.7%).

Below is the key information for Axis Long Term Equity Fund

Axis Long Term Equity Fund Growth
Launch Date	29 Dec 09
NAV (22 Jan 26)	₹94.2777 ↑ 0.70 (0.75 %)
Net Assets (Cr)	₹34,263 on 31 Dec 25
Category	Equity - ELSS
AMC	Axis Asset Management Company Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.52
Sharpe Ratio	-0.07
Information Ratio	-0.43
Alpha Ratio	-3.06
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 ₹385,859.
Net Profit of ₹85,859 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 22 Jan 26

Duration	Returns
1 Month	-3.8%
3 Month	-5.4%
6 Month	-3.7%
1 Year	5.6%
3 Year	14.5%
5 Year	9.3%
10 Year
15 Year
Since launch	14.9%

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	2.41 Yr.
Ashish Naik	3 Aug 23	2.42 Yr.

Data below for Axis Long Term Equity Fund as on 31 Dec 25

Equity Sector Allocation

Sector	Value
Financial Services	31.76%
Consumer Cyclical	15.77%
Industrials	9.8%
Basic Materials	8.82%
Technology	8.78%
Health Care	8.56%
Communication Services	5.57%
Consumer Defensive	3.61%
Utility	2.36%
Energy	1.87%
Real Estate	1.13%

Asset Allocation

Asset Class	Value
Cash	1.93%
Equity	98.05%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| HDFCBANK	8%	₹2,632 Cr	26,548,800
ICICI Bank Ltd (Financial Services) Equity, Since 31 Dec 23 \| 532174	7%	₹2,277 Cr	16,958,197 ↑ 1,587,504
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 23 \| BHARTIARTL	4%	₹1,465 Cr	6,959,343 ↓ -1,172,759
Infosys Ltd (Technology) Equity, Since 31 May 24 \| INFY	4%	₹1,332 Cr	8,247,387 ↓ -203,501
Bajaj Finance Ltd (Financial Services) Equity, Since 30 Sep 16 \| 500034	3%	₹1,178 Cr	11,942,237 ↓ -2,986,478
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 23 \| LT	3%	₹941 Cr	2,304,465
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Apr 22 \| M&M	3%	₹900 Cr	2,426,822 ↓ -72,732
Tata Consultancy Services Ltd (Technology) Equity, Since 30 Apr 17 \| TCS	2%	₹828 Cr	2,582,187 ↑ 107,372
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Jul 23 \| 543320	2%	₹822 Cr	29,559,780
UltraTech Cement Ltd (Basic Materials) Equity, Since 30 Apr 24 \| 532538	2%	₹822 Cr	697,445

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 (₹33,556 Cr).
Established history (16+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 8.97% (lower mid).
3Y return: 12.13% (lower mid).
1Y return: 7.70% (top quartile).
Alpha: -3.38 (lower mid).
Sharpe: 0.07 (top quartile).
Information ratio: -0.99 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
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 (22 Jan 26)	₹60.23 ↑ 0.25 (0.42 %)
Net Assets (Cr)	₹33,556 on 31 Dec 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	-0.99
Alpha Ratio	-3.38
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 ₹376,357.
Net Profit of ₹76,357 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 22 Jan 26

Duration	Returns
1 Month	-3%
3 Month	-3.9%
6 Month	-1.1%
1 Year	7.7%
3 Year	12.1%
5 Year	9%
10 Year
15 Year
Since launch	11.8%

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	9.11 Yr.
Jayesh Sundar	4 Nov 24	1.16 Yr.
Krishnaa N	1 Mar 24	1.84 Yr.

Data below for Axis Bluechip Fund as on 31 Dec 25

Equity Sector Allocation

Sector	Value
Financial Services	32.96%
Consumer Cyclical	15.38%
Industrials	10.79%
Technology	9.03%
Energy	7.94%
Health Care	6.05%
Communication Services	5.76%
Basic Materials	4.07%
Consumer Defensive	3.03%
Utility	0.83%

Asset Allocation

Asset Class	Value
Cash	3.94%
Equity	96.04%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| HDFCBANK	10%	₹3,215 Cr	32,437,076
ICICI Bank Ltd (Financial Services) Equity, Since 30 Sep 18 \| 532174	8%	₹2,672 Cr	19,897,888
Reliance Industries Ltd (Energy) Equity, Since 28 Feb 18 \| RELIANCE	8%	₹2,634 Cr	16,773,843 ↑ 1,163,702
Infosys Ltd (Technology) Equity, Since 31 Dec 17 \| INFY	5%	₹1,814 Cr	11,232,211 ↓ -286,215
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Nov 19 \| BHARTIARTL	5%	₹1,743 Cr	8,276,386 ↓ -1,346,469
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Nov 21 \| LT	5%	₹1,716 Cr	4,202,729 ↑ 330,350
Bajaj Finance Ltd (Financial Services) Equity, Since 31 Jul 17 \| 500034	4%	₹1,289 Cr	13,060,685 ↓ -2,777,395
State Bank of India (Financial Services) Equity, Since 31 May 21 \| SBIN	4%	₹1,275 Cr	12,982,437 ↓ -1,421,804
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Nov 21 \| M&M	4%	₹1,200 Cr	3,234,455
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Aug 11 \| KOTAKBANK	3%	₹1,025 Cr	4,657,116 ↑ 161,262

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 (₹11,972 Cr).
Established history (13+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 6.61% (bottom quartile).
3Y return: 11.72% (bottom quartile).
1Y return: 4.85% (lower mid).
Alpha: -4.94 (bottom quartile).
Sharpe: -0.19 (lower mid).
Information ratio: -0.92 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~93%).
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 (22 Jan 26)	₹52.54 ↑ 0.26 (0.50 %)
Net Assets (Cr)	₹11,972 on 31 Dec 25
Category	Equity - Focused
AMC	Axis Asset Management Company Limited
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.73
Sharpe Ratio	-0.19
Information Ratio	-0.92
Alpha Ratio	-4.94
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 ₹357,992.
Net Profit of ₹57,992 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 22 Jan 26

Duration	Returns
1 Month	-4.2%
3 Month	-7.7%
6 Month	-6.1%
1 Year	4.9%
3 Year	11.7%
5 Year	6.6%
10 Year
15 Year
Since launch	13%

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	1.92 Yr.
Krishnaa N	1 Mar 24	1.84 Yr.

Data below for Axis Focused 25 Fund as on 31 Dec 25

Equity Sector Allocation

Sector	Value
Financial Services	30.36%
Consumer Cyclical	13.39%
Health Care	11.4%
Industrials	10.2%
Communication Services	7.06%
Technology	6.73%
Basic Materials	3.63%
Real Estate	3.07%
Utility	3.07%
Energy	2.56%
Consumer Defensive	1.66%

Asset Allocation

Asset Class	Value
Cash	6.86%
Equity	93.14%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jul 21 \| 532174	9%	₹1,093 Cr	8,141,967
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 23 \| HDFCBANK	8%	₹970 Cr	9,783,958 ↓ -1,221,300
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Jul 24 \| 543320	6%	₹700 Cr	25,167,777
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 31 Dec 22 \| CHOLAFIN	5%	₹632 Cr	3,711,001
Divi's Laboratories Ltd (Healthcare) Equity, Since 31 Jul 19 \| DIVISLAB	5%	₹596 Cr	932,714 ↓ -51,240
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Dec 23 \| BHARTIARTL	5%	₹596 Cr	2,831,381 ↓ -1,307,403
Infosys Ltd (Technology) Equity, Since 30 Jun 25 \| INFY	5%	₹572 Cr	3,538,434 ↑ 658,104
Bajaj Finance Ltd (Financial Services) Equity, Since 30 Sep 16 \| 500034	4%	₹496 Cr	5,022,585 ↓ -3,760,774
Apollo Hospitals Enterprise Ltd (Healthcare) Equity, Since 30 Sep 22 \| APOLLOHOSP	4%	₹471 Cr	668,123
PB Fintech Ltd (Financial Services) Equity, Since 31 Jul 24 \| 543390	4%	₹444 Cr	2,432,766 ↓ -158,254

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