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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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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।
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 ₹108.74
↑ 0.48 ₹30,144 15.8 26.6 44.3 20 25.8 29.6 2.8 Axis Bluechip Fund Growth ₹58.86
↓ -0.07 ₹34,520 7.2 15.9 25.8 11.5 15.5 17.4 1.66 Axis Long Term Equity Fund Growth ₹92.3285
↑ 0.10 ₹37,106 7.2 18.3 29 10.7 16.2 22 1.65 Axis Focused 25 Fund Growth ₹52.33
↑ 0.06 ₹13,881 5.1 15.8 22.8 7.5 14.1 17.2 1.29 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 24 Note: Ratio's shown as on 30 Jun 24 संपत्ति>= 200 करोड़
पर छाँटा गया3 सालसीएजीआर रिटर्न
.1. Axis Mid Cap Fund
CAGR/Annualized
return of 19.4% 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 (24 Jul 24) ₹108.74 ↑ 0.48 (0.44 %) Net Assets (Cr) ₹30,144 on 30 Jun 24 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 1.74 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 Jun 19 ₹10,000 30 Jun 20 ₹10,207 30 Jun 21 ₹16,552 30 Jun 22 ₹16,220 30 Jun 23 ₹20,332 30 Jun 24 ₹29,535 Returns for Axis Mid Cap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 24 Jul 24 Duration Returns 1 Month 0.4% 3 Month 15.8% 6 Month 26.6% 1 Year 44.3% 3 Year 20% 5 Year 25.8% 10 Year 15 Year Since launch 19.4% 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 7.61 Yr. Nitin Arora 3 Aug 23 0.91 Yr. Krishnaa N 1 Mar 24 0.33 Yr. Data below for Axis Mid Cap Fund as on 30 Jun 24
Equity Sector Allocation
Sector Value Industrials 23.34% Consumer Cyclical 22.59% Financial Services 15.05% Basic Materials 9.38% Health Care 9.31% Technology 6.11% Real Estate 3.85% Communication Services 3.11% Utility 2.77% Consumer Defensive 1.6% Energy 0.97% Asset Allocation
Asset Class Value Cash 1.91% Equity 98.09% Top Securities Holdings / Portfolio
Name Holding Value Quantity Supreme Industries Ltd (Industrials)
Equity, Since 31 Dec 16 | SUPREMEIND4% ₹1,068 Cr 1,792,523
↓ -147,066 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | TRENT4% ₹1,057 Cr 1,928,788 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN3% ₹965 Cr 6,780,892 Cummins India Ltd (Industrials)
Equity, Since 28 Feb 21 | CUMMINSIND3% ₹958 Cr 2,416,251
↓ -285,917 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | UNOMINDA3% ₹932 Cr 8,537,733
↓ -29,756 Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | SCHAEFFLER3% ₹829 Cr 1,749,342 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | INDHOTEL3% ₹777 Cr 12,423,691
↓ -984,577 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 May 22 | CGPOWER2% ₹743 Cr 10,545,729
↓ -801,585 Astral Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL2% ₹693 Cr 2,909,916 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK2% ₹691 Cr 5,758,575 2. Axis Bluechip Fund
CAGR/Annualized
return of 13% 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 (24 Jul 24) ₹58.86 ↓ -0.07 (-0.12 %) Net Assets (Cr) ₹34,520 on 30 Jun 24 Category Equity - Large Cap AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.6 Sharpe Ratio 1.66 Information Ratio -1.59 Alpha Ratio -1.3 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 Jun 19 ₹10,000 30 Jun 20 ₹9,573 30 Jun 21 ₹13,984 30 Jun 22 ₹13,026 30 Jun 23 ₹15,269 30 Jun 24 ₹19,479 Returns for Axis Bluechip Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 24 Jul 24 Duration Returns 1 Month 2% 3 Month 7.2% 6 Month 15.9% 1 Year 25.8% 3 Year 11.5% 5 Year 15.5% 10 Year 15 Year Since launch 13% 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 7.61 Yr. Ashish Naik 3 Aug 23 0.91 Yr. Krishnaa N 1 Mar 24 0.33 Yr. Data below for Axis Bluechip Fund as on 30 Jun 24
Equity Sector Allocation
Sector Value Financial Services 30.92% Consumer Cyclical 13.07% Consumer Defensive 9.42% Technology 8.22% Industrials 8.16% Energy 7.48% Communication Services 6.46% Basic Materials 5.41% Health Care 4.4% Utility 2.93% Real Estate 0.48% Asset Allocation
Asset Class Value Cash 3.05% Equity 96.95% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK9% ₹3,130 Cr 18,587,778
↑ 2,102,793 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK8% ₹2,839 Cr 23,667,175
↓ -322,668 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE7% ₹2,406 Cr 7,683,752
↓ -226,872 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | DMART6% ₹1,907 Cr 4,043,481
↓ -185,290 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | BAJFINANCE5% ₹1,758 Cr 2,470,413 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL5% ₹1,665 Cr 11,532,333
↑ 328,956 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS5% ₹1,589 Cr 4,071,251
↓ -160,608 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M4% ₹1,406 Cr 4,903,146
↑ 118,576 Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY3% ₹1,129 Cr 7,205,480
↑ 1,802,604 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 21 | LT3% ₹1,107 Cr 3,118,685
↓ -172,182 3. Axis Long Term Equity Fund
CAGR/Annualized
return of 16.5% 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 (24 Jul 24) ₹92.3285 ↑ 0.10 (0.11 %) Net Assets (Cr) ₹37,106 on 30 Jun 24 Category Equity - ELSS AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.61 Sharpe Ratio 1.65 Information Ratio -1.2 Alpha Ratio -2.22 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 19 ₹10,000 30 Jun 20 ₹9,452 30 Jun 21 ₹14,516 30 Jun 22 ₹12,714 30 Jun 23 ₹15,499 30 Jun 24 ₹19,961 Returns for Axis Long Term Equity Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 24 Jul 24 Duration Returns 1 Month 1.5% 3 Month 7.2% 6 Month 18.3% 1 Year 29% 3 Year 10.7% 5 Year 16.2% 10 Year 15 Year Since launch 16.5% 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 0.91 Yr. Ashish Naik 3 Aug 23 0.91 Yr. Data below for Axis Long Term Equity Fund as on 30 Jun 24
Equity Sector Allocation
Sector Value Financial Services 26.62% Consumer Cyclical 11.97% Industrials 10.36% Consumer Defensive 9.3% Basic Materials 8.77% Technology 8.31% Health Care 8.16% Utility 6.36% Communication Services 4.66% Energy 3.28% Real Estate 0.07% Asset Allocation
Asset Class Value Cash 2.15% Equity 97.85% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK7% ₹2,463 Cr 14,629,607
↑ 1,054,081 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS6% ₹2,134 Cr 5,465,066 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | DMART5% ₹1,925 Cr 4,081,025 Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 13 | TORNTPOWER5% ₹1,917 Cr 12,792,993
↓ -315,771 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | BAJFINANCE5% ₹1,826 Cr 2,566,547
↓ -50,000 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Jun 20 | CHOLAFIN3% ₹1,191 Cr 8,365,068 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M3% ₹1,162 Cr 4,053,732 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 17 | DIVISLAB3% ₹1,129 Cr 2,456,356
↓ -143,752 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND3% ₹1,104 Cr 3,494,738
↓ -136,786 Nestle India Ltd (Consumer Defensive)
Equity, Since 31 Aug 14 | NESTLEIND3% ₹960 Cr 3,763,091
↓ -713,700 4. Axis Focused 25 Fund
CAGR/Annualized
return of 14.7% 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 (24 Jul 24) ₹52.33 ↑ 0.06 (0.11 %) Net Assets (Cr) ₹13,881 on 30 Jun 24 Category Equity - Focused AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio 1.29 Information Ratio -1.63 Alpha Ratio -6.94 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 30 Jun 19 ₹10,000 30 Jun 20 ₹9,447 30 Jun 21 ₹14,400 30 Jun 22 ₹12,760 30 Jun 23 ₹14,676 30 Jun 24 ₹18,230 Returns for Axis Focused 25 Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 24 Jul 24 Duration Returns 1 Month 1% 3 Month 5.1% 6 Month 15.8% 1 Year 22.8% 3 Year 7.5% 5 Year 14.1% 10 Year 15 Year Since launch 14.7% 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 0.41 Yr. Hitesh Das 3 Aug 23 0.91 Yr. Krishnaa N 1 Mar 24 0.33 Yr. Data below for Axis Focused 25 Fund as on 30 Jun 24
Equity Sector Allocation
Sector Value Financial Services 28.74% Consumer Cyclical 11.47% Basic Materials 10.22% Communication Services 7.52% Utility 7.22% Consumer Defensive 6.89% Technology 6.12% Health Care 6.1% Industrials 6.06% Energy 5.04% Real Estate 2.38% Asset Allocation
Asset Class Value Cash 2.25% Equity 97.75% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | BAJFINANCE7% ₹1,025 Cr 1,440,971 Torrent Power Ltd (Utilities)
Equity, Since 28 Feb 21 | TORNTPOWER7% ₹1,002 Cr 6,685,935
↓ -113,791 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 21 | ICICIBANK7% ₹998 Cr 8,323,068 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | DMART7% ₹943 Cr 1,999,424
↓ -291,524 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS6% ₹850 Cr 2,176,229
↓ -434,688 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND6% ₹845 Cr 2,675,223
↓ -313,794 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE5% ₹699 Cr 2,232,716 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | BAJAJ-AUTO5% ₹642 Cr 675,534 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 23 | BHARTIARTL5% ₹637 Cr 4,410,019
↑ 485,900 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 22 | CHOLAFIN4% ₹607 Cr 4,261,035
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