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. 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 ₹111.06
↓ -1.17 ₹32,069 7.8 6.8 3.4 18 22.3 30 0.07 Axis Long Term Equity Fund Growth ₹94.288
↓ -1.13 ₹36,258 2.7 3.3 1.6 11.6 15.5 17.4 0.09 Axis Bluechip Fund Growth ₹59.08
↓ -0.58 ₹34,374 1.1 2.6 1 10.2 14 13.7 -0.02 Axis Focused 25 Fund Growth ₹53.95
↓ -0.62 ₹13,025 3.2 5.3 2.5 8.9 13.3 14.8 0.15 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25 Note: Ratio's shown as on 30 Jun 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 (₹32,069 Cr). Highest AUM (₹36,258 Cr). Upper mid AUM (₹34,374 Cr). Bottom quartile AUM (₹13,025 Cr). Point 2 Established history (14+ yrs). Oldest track record among peers (15 yrs). Established history (15+ 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: 22.34% (top quartile). 5Y return: 15.52% (upper mid). 5Y return: 13.97% (lower mid). 5Y return: 13.26% (bottom quartile). Point 6 3Y return: 17.99% (top quartile). 3Y return: 11.61% (upper mid). 3Y return: 10.25% (lower mid). 3Y return: 8.88% (bottom quartile). Point 7 1Y return: 3.41% (top quartile). 1Y return: 1.65% (lower mid). 1Y return: 1.01% (bottom quartile). 1Y return: 2.55% (upper mid). Point 8 Alpha: 0.00 (lower mid). Alpha: 1.15 (upper mid). Alpha: -1.15 (bottom quartile). Alpha: 2.19 (top quartile). Point 9 Sharpe: 0.07 (lower mid). Sharpe: 0.09 (upper mid). Sharpe: -0.02 (bottom quartile). Sharpe: 0.15 (top quartile). Point 10 Information ratio: 0.00 (top quartile). Information ratio: -0.49 (upper mid). Information ratio: -1.08 (bottom quartile). Information ratio: -1.01 (lower mid). 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 (08 Aug 25) ₹111.06 ↓ -1.17 (-1.04 %) Net Assets (Cr) ₹32,069 on 30 Jun 25 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 1.61 Sharpe Ratio 0.07 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 Jul 20 ₹10,000 31 Jul 21 ₹16,272 31 Jul 22 ₹16,949 31 Jul 23 ₹19,520 31 Jul 24 ₹28,569 31 Jul 25 ₹28,845 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -2.5% 3 Month 7.8% 6 Month 6.8% 1 Year 3.4% 3 Year 18% 5 Year 22.3% 10 Year 15 Year Since launch 18.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 30% 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% Fund Manager information for Axis Mid Cap Fund
Name Since Tenure Shreyash Devalkar 23 Nov 16 8.69 Yr. Nitin Arora 3 Aug 23 2 Yr. Krishnaa N 1 Mar 24 1.42 Yr. Data below for Axis Mid Cap Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Consumer Cyclical 21.01% Financial Services 16.95% Industrials 14.63% Basic Materials 11.96% Health Care 11.53% Technology 11.03% Real Estate 3.58% Communication Services 3.14% Utility 1.35% Energy 0.79% Consumer Defensive 0.48% Asset Allocation
Asset Class Value Cash 3.42% Equity 96.58% Top Securities Holdings / Portfolio
Name Holding Value Quantity Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 22 | 5328433% ₹1,057 Cr 13,299,371 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | 5063953% ₹975 Cr 3,893,484 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT3% ₹847 Cr 1,401,483 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 5008503% ₹827 Cr 10,876,352 Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA3% ₹803 Cr 4,111,208 Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Jun 23 | SOLARINDS3% ₹803 Cr 456,040
↓ -36,688 JK Cement Ltd (Basic Materials)
Equity, Since 31 Jan 20 | JKCEMENT2% ₹750 Cr 1,219,314 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | UNOMINDA2% ₹698 Cr 6,323,784
↑ 985,893 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 23 | FEDERALBNK2% ₹683 Cr 32,060,601
↑ 469,243 Coforge Ltd (Technology)
Equity, Since 31 May 20 | COFORGE2% ₹660 Cr 3,431,175 2. Axis Long Term Equity Fund
Axis Long Term Equity Fund
Growth Launch Date 29 Dec 09 NAV (08 Aug 25) ₹94.288 ↓ -1.13 (-1.18 %) Net Assets (Cr) ₹36,258 on 30 Jun 25 Category Equity - ELSS AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.55 Sharpe Ratio 0.09 Information Ratio -0.49 Alpha Ratio 1.15 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹15,132 31 Jul 22 ₹14,759 31 Jul 23 ₹15,987 31 Jul 24 ₹21,353 31 Jul 25 ₹21,430 Returns for Axis Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -3.4% 3 Month 2.7% 6 Month 3.3% 1 Year 1.6% 3 Year 11.6% 5 Year 15.5% 10 Year 15 Year Since launch 15.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 17.4% 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% Fund Manager information for Axis Long Term Equity Fund
Name Since Tenure Shreyash Devalkar 4 Aug 23 1.99 Yr. Ashish Naik 3 Aug 23 2 Yr. Data below for Axis Long Term Equity Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 30.24% Consumer Cyclical 14.21% Industrials 10.79% Health Care 8.92% Basic Materials 7.98% Technology 7.81% Communication Services 5.34% Consumer Defensive 5.25% Utility 3.27% Energy 2.2% Real Estate 1.2% Asset Allocation
Asset Class Value Cash 2.69% Equity 97.31% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK8% ₹3,039 Cr 15,184,175 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | 5321746% ₹2,188 Cr 15,135,177
↑ 622,537 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 23 | BHARTIARTL4% ₹1,579 Cr 7,858,003 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000344% ₹1,525 Cr 16,282,910
↑ 13,026,328 Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 13 | 5327793% ₹1,109 Cr 7,557,529
↓ -146,573 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS3% ₹1,074 Cr 3,103,260 Infosys Ltd (Technology)
Equity, Since 31 May 24 | INFY3% ₹1,058 Cr 6,606,495 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | 5433203% ₹916 Cr 34,692,799 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M2% ₹857 Cr 2,691,868 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 24 | RELIANCE2% ₹799 Cr 5,321,246 3. Axis Bluechip Fund
Axis Bluechip Fund
Growth Launch Date 5 Jan 10 NAV (08 Aug 25) ₹59.08 ↓ -0.58 (-0.97 %) Net Assets (Cr) ₹34,374 on 30 Jun 25 Category Equity - Large Cap AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.55 Sharpe Ratio -0.02 Information Ratio -1.08 Alpha Ratio -1.15 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 Jul 20 ₹10,000 31 Jul 21 ₹14,026 31 Jul 22 ₹14,281 31 Jul 23 ₹15,468 31 Jul 24 ₹19,848 31 Jul 25 ₹19,884 Returns for Axis Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -3.7% 3 Month 1.1% 6 Month 2.6% 1 Year 1% 3 Year 10.2% 5 Year 14% 10 Year 15 Year Since launch 12.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 13.7% 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% Fund Manager information for Axis Bluechip Fund
Name Since Tenure Shreyash Devalkar 23 Nov 16 8.69 Yr. Jayesh Sundar 4 Nov 24 0.74 Yr. Krishnaa N 1 Mar 24 1.42 Yr. Data below for Axis Bluechip Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 31.48% Consumer Cyclical 14.16% Industrials 8.48% Technology 7.76% Communication Services 7.12% Health Care 6.98% Energy 6.88% Consumer Defensive 5.35% Basic Materials 4.43% Utility 1.84% Real Estate 0.29% Asset Allocation
Asset Class Value Cash 4.04% Equity 95.96% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK10% ₹3,291 Cr 16,441,723
↑ 945,347 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 5321748% ₹2,864 Cr 19,809,793 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE7% ₹2,337 Cr 15,572,917
↑ 1,263,760 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL6% ₹1,954 Cr 9,721,455
↓ -122,898 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 5000345% ₹1,712 Cr 18,285,830
↑ 14,772,840 Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY4% ₹1,440 Cr 8,987,660
↑ 843,193 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 21 | LT4% ₹1,300 Cr 3,542,336
↑ 233,126 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M3% ₹1,127 Cr 3,539,689
↑ 222,255 State Bank of India (Financial Services)
Equity, Since 31 May 21 | SBIN3% ₹1,052 Cr 12,824,988
↑ 1,422,153 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 23 | INDIGO3% ₹905 Cr 1,513,888
↑ 80,694 4. Axis Focused 25 Fund
Axis Focused 25 Fund
Growth Launch Date 29 Jun 12 NAV (08 Aug 25) ₹53.95 ↓ -0.62 (-1.14 %) Net Assets (Cr) ₹13,025 on 30 Jun 25 Category Equity - Focused AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.69 Sharpe Ratio 0.15 Information Ratio -1.01 Alpha Ratio 2.19 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 Jul 20 ₹10,000 31 Jul 21 ₹14,810 31 Jul 22 ₹14,415 31 Jul 23 ₹14,993 31 Jul 24 ₹19,021 31 Jul 25 ₹19,349 Returns for Axis Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -3.4% 3 Month 3.2% 6 Month 5.3% 1 Year 2.5% 3 Year 8.9% 5 Year 13.3% 10 Year 15 Year Since launch 13.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 14.8% 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% Fund Manager information for Axis Focused 25 Fund
Name Since Tenure Sachin Relekar 1 Feb 24 1.5 Yr. Krishnaa N 1 Mar 24 1.42 Yr. Data below for Axis Focused 25 Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 35.03% Consumer Cyclical 12.5% Industrials 10.43% Health Care 9.89% Communication Services 9.31% Technology 5.39% Basic Materials 4.66% Utility 3.94% Real Estate 3.52% Consumer Defensive 1.33% Asset Allocation
Asset Class Value Cash 3.99% Equity 96.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 21 | 53217410% ₹1,241 Cr 8,584,867 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK8% ₹1,101 Cr 5,502,629 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000347% ₹852 Cr 9,099,850
↑ 7,279,880 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 23 | BHARTIARTL6% ₹832 Cr 4,138,784 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB5% ₹670 Cr 983,954 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 22 | CHOLAFIN5% ₹654 Cr 4,014,437
↓ -24,845 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND5% ₹607 Cr 1,987,953 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 24 | 5433204% ₹584 Cr 22,098,304 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 24 | INDIGO4% ₹533 Cr 891,177 Torrent Power Ltd (Utilities)
Equity, Since 28 Feb 21 | 5327794% ₹514 Cr 3,499,383
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Research Highlights for Axis Mid Cap Fund