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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 (%) 2022 (%) Sharpe Ratio Axis Mid Cap Fund Growth ₹63.57
↓ -0.16 ₹18,920 -2.2 -7.4 -4.2 28.2 14.6 -5.1 -0.26 Axis Bluechip Fund Growth ₹40.98
↓ -0.12 ₹33,050 -4.7 -6.2 -7.6 20.4 11.1 -5.7 -0.58 Axis Long Term Equity Fund Growth ₹60.1669
↓ -0.10 ₹28,754 -6.1 -10.3 -11.7 20 8.8 -12 -0.67 Axis Focused 25 Fund Growth ₹36.06
↓ -0.16 ₹15,140 -7.2 -12.3 -15.9 18.5 7.9 -14.5 -0.92 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Mar 23 Note: Ratio's shown as on 28 Feb 23 संपत्ति>= 200 करोड़ पर छाँटा गया3 सालसीएजीआर रिटर्न.1. Axis Mid Cap Fund
CAGR/Annualized return of 16.5% 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 (23 Mar 23) ₹63.57 ↓ -0.16 (-0.25 %) Net Assets (Cr) ₹18,920 on 28 Feb 23 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio -0.26 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 28 Feb 18 ₹10,000 28 Feb 19 ₹10,412 29 Feb 20 ₹12,165 28 Feb 21 ₹15,957 28 Feb 22 ₹19,442 28 Feb 23 ₹19,477 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Mar 23 Duration Returns 1 Month -3.3% 3 Month -2.2% 6 Month -7.4% 1 Year -4.2% 3 Year 28.2% 5 Year 14.6% 10 Year 15 Year Since launch 16.5% 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 6.19 Yr. Vinayak Jayanath 17 Jan 23 0.04 Yr. Data below for Axis Mid Cap Fund as on 28 Feb 23
Equity Sector Allocation
Sector Value Consumer Cyclical 24.39% Industrials 16.9% Financial Services 15.69% Basic Materials 11.97% Technology 7.25% Health Care 5.6% Consumer Defensive 2.32% Utility 1.5% Communication Services 1.38% Real Estate 1.36% Asset Allocation
Asset Class Value Cash 11.03% Equity 88.37% Debt 0.6% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN4% ₹755 Cr 10,673,735
↓ -500,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK3% ₹616 Cr 7,407,750
↓ -1,611,000 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 5008503% ₹607 Cr 20,177,924
↑ 250,993 Supreme Industries Ltd (Industrials)
Equity, Since 31 Dec 16 | 5099303% ₹561 Cr 2,220,325 Astral Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL3% ₹550 Cr 2,677,253
↑ 81,173 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT3% ₹546 Cr 1,164,828
↑ 15,193 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | 5000343% ₹510 Cr 867,004 Coforge Ltd (Technology)
Equity, Since 31 May 20 | COFORGE3% ₹489 Cr 1,116,199 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | 5002513% ₹480 Cr 4,013,632
↓ -711,268 PI Industries Ltd (Basic Materials)
Equity, Since 31 Mar 19 | PIIND2% ₹423 Cr 1,409,838
↓ -276,856 2. Axis Bluechip Fund
CAGR/Annualized return of 11.3% 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 (23 Mar 23) ₹40.98 ↓ -0.12 (-0.29 %) Net Assets (Cr) ₹33,050 on 28 Feb 23 Category Equity - Large Cap AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.65 Sharpe Ratio -0.58 Information Ratio -1.21 Alpha Ratio -9.43 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 28 Feb 18 ₹10,000 28 Feb 19 ₹10,725 29 Feb 20 ₹12,687 28 Feb 21 ₹15,318 28 Feb 22 ₹17,569 28 Feb 23 ₹16,692 Returns for Axis Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Mar 23 Duration Returns 1 Month -2.5% 3 Month -4.7% 6 Month -6.2% 1 Year -7.6% 3 Year 20.4% 5 Year 11.1% 10 Year 15 Year Since launch 11.3% 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 6.19 Yr. Vinayak Jayanath 17 Jan 23 0.04 Yr. Data below for Axis Bluechip Fund as on 28 Feb 23
Equity Sector Allocation
Sector Value Financial Services 37.72% Technology 12.58% Consumer Defensive 9.88% Consumer Cyclical 7.07% Basic Materials 5.35% Energy 4.56% Industrials 3.6% Health Care 3.18% Communication Services 3.01% Real Estate 0.48% Asset Allocation
Asset Class Value Cash 12.2% Equity 87.43% Debt 0.38% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK9% ₹3,034 Cr 36,471,000
↓ -791,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK9% ₹3,008 Cr 18,760,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 5000348% ₹2,755 Cr 4,680,120 Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY7% ₹2,276 Cr 14,840,000
↓ -1,192,809 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 5403766% ₹2,091 Cr 5,971,618
↓ -70,876 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS5% ₹1,757 Cr 5,232,492
↑ 386,717 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE5% ₹1,531 Cr 6,504,000
↑ 440,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK4% ₹1,442 Cr 8,330,000
↓ -200,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 21 | LT3% ₹1,092 Cr 5,141,466 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M3% ₹1,090 Cr 7,903,000 3. Axis Long Term Equity Fund
CAGR/Annualized return of 14.5% 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 (23 Mar 23) ₹60.1669 ↓ -0.10 (-0.16 %) Net Assets (Cr) ₹28,754 on 28 Feb 23 Category Equity - ELSS AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.61 Sharpe Ratio -0.67 Information Ratio -1.28 Alpha Ratio -11.24 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 28 Feb 18 ₹10,000 28 Feb 19 ₹10,087 29 Feb 20 ₹11,903 28 Feb 21 ₹14,684 28 Feb 22 ₹16,484 28 Feb 23 ₹15,007 Returns for Axis Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Mar 23 Duration Returns 1 Month -2.8% 3 Month -6.1% 6 Month -10.3% 1 Year -11.7% 3 Year 20% 5 Year 8.8% 10 Year 15 Year Since launch 14.5% 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 Jinesh Gopani 1 Apr 11 11.85 Yr. Data below for Axis Long Term Equity Fund as on 28 Feb 23
Equity Sector Allocation
Sector Value Financial Services 33.51% Consumer Defensive 14.83% Basic Materials 12.25% Technology 10.49% Consumer Cyclical 8.68% Health Care 7.43% Communication Services 5.64% Utility 4.07% Industrials 2.04% Asset Allocation
Asset Class Value Cash 1.07% Equity 98.93% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000349% ₹2,485 Cr 4,221,053
↑ 65,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS9% ₹2,474 Cr 7,366,665
↑ 139,747 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 5403768% ₹2,446 Cr 6,983,659 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 11 | KOTAKBANK7% ₹2,041 Cr 11,789,401 Nestle India Ltd (Consumer Defensive)
Equity, Since 31 Aug 14 | NESTLEIND6% ₹1,833 Cr 964,019 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 May 14 | NAUKRI6% ₹1,628 Cr 4,436,050 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFC6% ₹1,594 Cr 6,078,486
↓ -115,000 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND5% ₹1,472 Cr 6,458,964
↑ 27,955 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 17 | DIVISLAB5% ₹1,394 Cr 4,205,929
↑ 34,207 Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Jun 20 | 5329784% ₹1,225 Cr 9,124,620 4. Axis Focused 25 Fund
CAGR/Annualized return of 12.7% 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 (23 Mar 23) ₹36.06 ↓ -0.16 (-0.44 %) Net Assets (Cr) ₹15,140 on 28 Feb 23 Category Equity - Focused AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio -0.92 Information Ratio -1.64 Alpha Ratio -15.74 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 28 Feb 18 ₹10,000 28 Feb 19 ₹10,039 29 Feb 20 ₹11,888 28 Feb 21 ₹14,602 28 Feb 22 ₹16,556 28 Feb 23 ₹14,419 Returns for Axis Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Mar 23 Duration Returns 1 Month -3% 3 Month -7.2% 6 Month -12.3% 1 Year -15.9% 3 Year 18.5% 5 Year 7.9% 10 Year 15 Year Since launch 12.7% 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 Jinesh Gopani 7 Jun 16 6.66 Yr. Vinayak Jayanath 17 Jan 23 0.04 Yr. Data below for Axis Focused 25 Fund as on 28 Feb 23
Equity Sector Allocation
Sector Value Financial Services 29% Basic Materials 15.96% Technology 12.89% Consumer Defensive 8.45% Health Care 6.6% Communication Services 5.38% Consumer Cyclical 4.76% Utility 1.58% Energy 1.45% Asset Allocation
Asset Class Value Cash 1.25% Equity 98.59% Debt 0.16% Top Securities Holdings / Portfolio
Name Holding Value Quantity Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS9% ₹1,413 Cr 4,207,485
↓ -196,500 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000349% ₹1,313 Cr 2,229,891
↑ 14,000 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 5403768% ₹1,297 Cr 3,704,585
↓ -110,213 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND7% ₹1,103 Cr 4,838,013 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK7% ₹1,089 Cr 6,293,201
↓ -492,067 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jul 16 | NAUKRI5% ₹827 Cr 2,252,034
↓ -43,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 18 | HDFC5% ₹822 Cr 3,134,248 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB5% ₹820 Cr 2,474,805 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 21 | ICICIBANK4% ₹610 Cr 7,336,060
↓ -2,133,876 Shree Cement Ltd (Basic Materials)
Equity, Since 30 Apr 19 | 5003874% ₹592 Cr 249,946
↑ 4,368
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