+91-22-48913909एक्सिस 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. 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 ₹110.73
↓ -0.70 ₹31,977 0.1 -3.2 12.9 18.9 15.6 1 1.19 Axis Long Term Equity Fund Growth ₹90.9178
↓ -0.80 ₹33,186 -5.3 -6.5 3 13 8.6 4.4 0.8 Axis Bluechip Fund Growth ₹57.3
↓ -0.44 ₹32,437 -6.5 -6.3 2.3 10.5 8.4 6.3 0.72 Axis Focused 25 Fund Growth ₹50.06
↓ -0.57 ₹11,305 -7 -10.4 -0.2 10 6.2 2.5 0.46 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Apr 26 Note: Ratio's shown as on 28 Feb 26 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 (₹31,977 Cr). Highest AUM (₹33,186 Cr). Upper mid AUM (₹32,437 Cr). Bottom quartile AUM (₹11,305 Cr). Point 2 Established history (15+ 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: 15.63% (top quartile). 5Y return: 8.65% (upper mid). 5Y return: 8.44% (lower mid). 5Y return: 6.19% (bottom quartile). Point 6 3Y return: 18.92% (top quartile). 3Y return: 12.99% (upper mid). 3Y return: 10.51% (lower mid). 3Y return: 9.98% (bottom quartile). Point 7 1Y return: 12.94% (top quartile). 1Y return: 3.05% (upper mid). 1Y return: 2.27% (lower mid). 1Y return: -0.16% (bottom quartile). Point 8 Alpha: 0.00 (top quartile). Alpha: -1.79 (upper mid). Alpha: -2.14 (lower mid). Alpha: -6.09 (bottom quartile). Point 9 Sharpe: 1.19 (top quartile). Sharpe: 0.80 (upper mid). Sharpe: 0.72 (lower mid). Sharpe: 0.46 (bottom quartile). Point 10 Information ratio: 0.00 (top quartile). Information ratio: -0.40 (upper mid). Information ratio: -0.93 (lower mid). Information ratio: -1.02 (bottom quartile). Axis Mid Cap Fund
Axis Long Term Equity Fund
Axis Bluechip Fund
Axis Focused 25 Fund
संपत्ति>= 200 करोड़ पर छाँटा गया3 सालसीएजीआर रिटर्न.1. Axis Mid Cap Fund
Axis Mid Cap Fund
Growth Launch Date 18 Feb 11 NAV (13 Apr 26) ₹110.73 ↓ -0.70 (-0.63 %) Net Assets (Cr) ₹31,977 on 28 Feb 26 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 1.57 Sharpe Ratio 1.19 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 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Apr 26 Duration Returns 1 Month 4.6% 3 Month 0.1% 6 Month -3.2% 1 Year 12.9% 3 Year 18.9% 5 Year 15.6% 10 Year 15 Year Since launch 17.2% 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 Data below for Axis Mid Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Axis Long Term Equity Fund
Axis Long Term Equity Fund
Growth Launch Date 29 Dec 09 NAV (13 Apr 26) ₹90.9178 ↓ -0.80 (-0.87 %) Net Assets (Cr) ₹33,186 on 28 Feb 26 Category Equity - ELSS AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.52 Sharpe Ratio 0.8 Information Ratio -0.4 Alpha Ratio -1.79 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for Axis Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Apr 26 Duration Returns 1 Month 3.5% 3 Month -5.3% 6 Month -6.5% 1 Year 3% 3 Year 13% 5 Year 8.6% 10 Year 15 Year Since launch 14.5% 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 Data below for Axis Long Term Equity Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Axis Bluechip Fund
Axis Bluechip Fund
Growth Launch Date 5 Jan 10 NAV (13 Apr 26) ₹57.3 ↓ -0.44 (-0.76 %) Net Assets (Cr) ₹32,437 on 28 Feb 26 Category Equity - Large Cap AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 0.68 Sharpe Ratio 0.72 Information Ratio -0.93 Alpha Ratio -2.14 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 Returns for Axis Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Apr 26 Duration Returns 1 Month 2.6% 3 Month -6.5% 6 Month -6.3% 1 Year 2.3% 3 Year 10.5% 5 Year 8.4% 10 Year 15 Year Since launch 11.3% 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 Data below for Axis Bluechip Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. Axis Focused 25 Fund
Axis Focused 25 Fund
Growth Launch Date 29 Jun 12 NAV (13 Apr 26) ₹50.06 ↓ -0.57 (-1.13 %) Net Assets (Cr) ₹11,305 on 28 Feb 26 Category Equity - Focused AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.73 Sharpe Ratio 0.46 Information Ratio -1.02 Alpha Ratio -6.09 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 Returns for Axis Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Apr 26 Duration Returns 1 Month 2.8% 3 Month -7% 6 Month -10.4% 1 Year -0.2% 3 Year 10% 5 Year 6.2% 10 Year 15 Year Since launch 12.4% 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 Data below for Axis Focused 25 Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
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Research Highlights for Axis Mid Cap Fund