+91-22-48913909
Table of Contents
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।
Talk to our investment specialist
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 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 (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 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 (%) 2022 (%) Sharpe Ratio Axis Mid Cap Fund Growth ₹77
↑ 0.67 ₹22,178 10.6 16.9 14 22.5 15.6 -5.1 0.78 Axis Long Term Equity Fund Growth ₹69.7031
↑ 0.27 ₹32,224 5 12.2 3.5 14 8.9 -12 0.19 Axis Bluechip Fund Growth ₹45.56
↑ 0.01 ₹33,892 4.4 8 4.1 13.8 9.6 -5.7 0.22 Axis Focused 25 Fund Growth ₹41.17
↑ 0.07 ₹15,629 4.1 10.3 -0.6 11.8 6.9 -14.5 -0.12 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 23 Note: Ratio's shown as on 31 Jul 23 संपत्ति>= 200 करोड़ पर छाँटा गया3 सालसीएजीआर रिटर्न.1. Axis Mid Cap Fund
CAGR/Annualized return of 17.7% since its launch. Ranked 41 in Mid Cap category. Return for 2022 was -5.1% , 2021 was 39.9% and 2020 was 26% . Axis Mid Cap Fund
Growth Launch Date 18 Feb 11 NAV (22 Aug 23) ₹77 ↑ 0.67 (0.88 %) Net Assets (Cr) ₹22,178 on 31 Jul 23 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio 0.78 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 18 ₹10,000 30 Sep 19 ₹11,001 30 Sep 20 ₹12,351 30 Sep 21 ₹20,009 30 Sep 22 ₹19,872 30 Sep 23 ₹22,872 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23 Duration Returns 1 Month 2.3% 3 Month 10.6% 6 Month 16.9% 1 Year 14% 3 Year 22.5% 5 Year 15.6% 10 Year 15 Year Since launch 17.7% Historical performance (Yearly) on absolute basis
Year Returns 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% 2013 4.1% Fund Manager information for Axis Mid Cap Fund
Name Since Tenure Shreyash Devalkar 23 Nov 16 6.77 Yr. Nitin Arora 3 Aug 23 0.08 Yr. Vinayak Jayanath 17 Jan 23 0.62 Yr. Data below for Axis Mid Cap Fund as on 31 Jul 23
Equity Sector Allocation
Sector Value Consumer Cyclical 26.45% Industrials 19.74% Financial Services 16.53% Basic Materials 12.01% Technology 6.45% Health Care 5.24% Consumer Defensive 1.77% Real Estate 1.58% Communication Services 1.58% Utility 0.84% Asset Allocation
Asset Class Value Cash 7.74% Equity 92.2% Debt 0.06% Top Securities Holdings / Portfolio
Name Holding Value Quantity Supreme Industries Ltd (Industrials)
Equity, Since 31 Dec 16 | 5099305% ₹1,022 Cr 2,293,034 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN4% ₹998 Cr 8,894,643
↓ -200,000 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 5008504% ₹849 Cr 20,177,924 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | 5002513% ₹773 Cr 3,771,809 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK3% ₹710 Cr 7,407,750 Astral Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL3% ₹701 Cr 3,589,762 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | 5000343% ₹673 Cr 939,573 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT3% ₹664 Cr 1,235,687 Sona BLW Precision Forgings Ltd (Consumer Cyclical)
Equity, Since 30 Jun 21 | 5433003% ₹602 Cr 10,106,515 TVS Motor Co Ltd Shs Dematerialised (Consumer Cyclical)
Equity, Since 28 Feb 22 | 5323433% ₹581 Cr 4,089,507 2. Axis Long Term Equity Fund
CAGR/Annualized return of 15.3% since its launch. Ranked 20 in ELSS category. Return for 2022 was -12% , 2021 was 24.5% and 2020 was 20.5% . Axis Long Term Equity Fund
Growth Launch Date 29 Dec 09 NAV (22 Aug 23) ₹69.7031 ↑ 0.27 (0.39 %) Net Assets (Cr) ₹32,224 on 31 Jul 23 Category Equity - ELSS AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.61 Sharpe Ratio 0.19 Information Ratio -1.14 Alpha Ratio -7.18 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Sep 18 ₹10,000 30 Sep 19 ₹11,212 30 Sep 20 ₹11,125 30 Sep 21 ₹18,070 30 Sep 22 ₹15,826 30 Sep 23 ₹17,225 Returns for Axis Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23 Duration Returns 1 Month -2.9% 3 Month 5% 6 Month 12.2% 1 Year 3.5% 3 Year 14% 5 Year 8.9% 10 Year 15 Year Since launch 15.3% Historical performance (Yearly) on absolute basis
Year Returns 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% 2013 16.5% Fund Manager information for Axis Long Term Equity Fund
Name Since Tenure Shreyash Devalkar 4 Aug 23 0.08 Yr. Ashish Naik 3 Aug 23 0.08 Yr. Data below for Axis Long Term Equity Fund as on 31 Jul 23
Equity Sector Allocation
Sector Value Financial Services 26.92% Consumer Defensive 14.23% Basic Materials 13.5% Technology 10.35% Consumer Cyclical 9.69% Health Care 7.8% Communication Services 5.45% Industrials 5.26% Utility 4.84% Asset Allocation
Asset Class Value Cash 1.97% Equity 98.03% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000348% ₹2,657 Cr 3,709,177
↓ -413,313 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 5403768% ₹2,507 Cr 6,738,211
↓ -263,863 Tata Consultancy Services Ltd Shs Dematerialised (Technology)
Equity, Since 30 Apr 17 | TCS7% ₹2,238 Cr 6,665,818
↓ -350,748 Nestle India Ltd (Consumer Defensive)
Equity, Since 31 Aug 14 | NESTLEIND6% ₹1,963 Cr 892,895
↓ -60,658 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 May 14 | NAUKRI5% ₹1,711 Cr 3,950,638
↓ -158,397 Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 13 | 5327795% ₹1,520 Cr 23,133,681
↓ -1,660,772 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND5% ₹1,513 Cr 6,017,484
↓ -591,531 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK5% ₹1,426 Cr 9,075,243
↓ -715,128 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 17 | DIVISLAB4% ₹1,371 Cr 3,817,238
↓ -361,523 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Jun 20 | CHOLAFIN4% ₹1,338 Cr 11,929,799
↓ -1,650,534 3. Axis Bluechip Fund
CAGR/Annualized return of 11.8% since its launch. Ranked 58 in Large Cap category. Return for 2022 was -5.7% , 2021 was 20.6% and 2020 was 19.7% . Axis Bluechip Fund
Growth Launch Date 5 Jan 10 NAV (22 Aug 23) ₹45.56 ↑ 0.01 (0.02 %) Net Assets (Cr) ₹33,892 on 31 Jul 23 Category Equity - Large Cap AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.6 Sharpe Ratio 0.22 Information Ratio -1.83 Alpha Ratio -5.81 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 30 Sep 18 ₹10,000 30 Sep 19 ₹11,722 30 Sep 20 ₹11,571 30 Sep 21 ₹17,649 30 Sep 22 ₹16,296 30 Sep 23 ₹17,532 Returns for Axis Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23 Duration Returns 1 Month -2.7% 3 Month 4.4% 6 Month 8% 1 Year 4.1% 3 Year 13.8% 5 Year 9.6% 10 Year 15 Year Since launch 11.8% Historical performance (Yearly) on absolute basis
Year Returns 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% 2013 13.5% Fund Manager information for Axis Bluechip Fund
Name Since Tenure Shreyash Devalkar 23 Nov 16 6.77 Yr. Ashish Naik 3 Aug 23 0.08 Yr. Vinayak Jayanath 17 Jan 23 0.62 Yr. Data below for Axis Bluechip Fund as on 31 Jul 23
Equity Sector Allocation
Sector Value Financial Services 35.6% Consumer Cyclical 12.5% Consumer Defensive 11.18% Technology 9.74% Basic Materials 6.35% Industrials 6.07% Energy 4.85% Communication Services 3.96% Health Care 3.96% Real Estate 1.08% Asset Allocation
Asset Class Value Cash 4.11% Equity 95.3% Debt 0.59% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK10% ₹3,111 Cr 19,800,000
↓ -243,185 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK10% ₹3,056 Cr 31,870,000
↓ -1,652,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 5000348% ₹2,597 Cr 3,626,223
↓ -50,000 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 5403766% ₹1,858 Cr 4,993,405 Tata Consultancy Services Ltd Shs Dematerialised (Technology)
Equity, Since 28 Feb 18 | TCS5% ₹1,717 Cr 5,115,118 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE5% ₹1,560 Cr 6,480,000
↓ -1,675,921 Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY4% ₹1,415 Cr 9,855,831
↓ -300,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 21 | LT4% ₹1,289 Cr 4,768,053 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M3% ₹1,086 Cr 6,894,626
↓ -324,222 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 18 | ULTRACEMCO3% ₹999 Cr 1,203,636
↓ -21,549 4. Axis Focused 25 Fund
CAGR/Annualized return of 13.5% since its launch. Ranked 7 in Focused category. Return for 2022 was -14.5% , 2021 was 24% and 2020 was 21% . Axis Focused 25 Fund
Growth Launch Date 29 Jun 12 NAV (22 Aug 23) ₹41.17 ↑ 0.07 (0.17 %) Net Assets (Cr) ₹15,629 on 31 Jul 23 Category Equity - Focused AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio -0.12 Information Ratio -1.57 Alpha Ratio -11.7 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 18 ₹10,000 30 Sep 19 ₹10,985 30 Sep 20 ₹10,944 30 Sep 21 ₹17,719 30 Sep 22 ₹15,127 30 Sep 23 ₹15,783 Returns for Axis Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23 Duration Returns 1 Month -3.7% 3 Month 4.1% 6 Month 10.3% 1 Year -0.6% 3 Year 11.8% 5 Year 6.9% 10 Year 15 Year Since launch 13.5% Historical performance (Yearly) on absolute basis
Year Returns 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% 2013 5.8% Fund Manager information for Axis Focused 25 Fund
Name Since Tenure Shreyash Devalkar 4 Aug 23 0.08 Yr. Hitesh Das 3 Aug 23 0.08 Yr. Vinayak Jayanath 17 Jan 23 0.62 Yr. Data below for Axis Focused 25 Fund as on 31 Jul 23
Equity Sector Allocation
Sector Value Financial Services 24.25% Basic Materials 17.38% Technology 11.23% Consumer Defensive 9.3% Health Care 7.48% Communication Services 5.67% Energy 3.9% Consumer Cyclical 3.21% Utility 3.15% Real Estate 0.34% Asset Allocation
Asset Class Value Cash 0.11% Equity 99.59% Debt 0.3% Top Securities Holdings / Portfolio
Name Holding Value Quantity Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 5403769% ₹1,366 Cr 3,672,452
↓ -50,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000349% ₹1,297 Cr 1,810,534
↓ -100,000 Tata Consultancy Services Ltd Shs Dematerialised (Technology)
Equity, Since 28 Feb 18 | TCS8% ₹1,140 Cr 3,395,172
↓ -240,000 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND7% ₹1,047 Cr 4,161,827
↓ -158,330 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jul 16 | NAUKRI6% ₹833 Cr 1,924,269
↓ -69,953 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB6% ₹814 Cr 2,265,049
↓ -100,761 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | 5329784% ₹580 Cr 3,894,424 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE4% ₹574 Cr 2,382,716
↓ -220,000 Shree Cement Ltd (Basic Materials)
Equity, Since 30 Apr 19 | 5003874% ₹552 Cr 232,097 PI Industries Ltd (Basic Materials)
Equity, Since 31 Jul 21 | PIIND4% ₹529 Cr 1,458,227
एक्सिस म्यूचुअल फंड में ऑनलाइन निवेश कैसे करें?
Fincash.com पर आजीवन मुफ्त निवेश खाता खोलें।
अपना पंजीकरण और केवाईसी प्रक्रिया पूरी करें
Upload Documents (PAN, Aadhaar, etc.). और, आप निवेश करने के लिए तैयार हैं!
यहां प्रदान की गई जानकारी सटीक है, यह सुनिश्चित करने के लिए सभी प्रयास किए गए हैं। हालांकि, डेटा की शुद्धता के संबंध में कोई गारंटी नहीं दी जाती है। कृपया कोई भी निवेश करने से पहले योजना सूचना दस्तावेज के साथ सत्यापित करें।
AMFI Registration No. 112358 | CIN: U74999MH2016PTC282153
Shepard Technologies Pvt. Ltd. (with ARN code 112358) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.
©2023 Shepard Technologies Private Limited. All Rights Reserved