fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-48913909
एक्सिस म्यूचुअल फंड 2022 द्वारा शीर्ष 4 सर्वश्रेष्ठ इक्विटी फंड | फिनकैश

फिनकैश »एक्सिस म्यूचुअल फंड »इक्विटीज

एक्सिस म्यूचुअल फंड 2022 द्वारा 4 सर्वश्रेष्ठ इक्विटी फंड

Updated on March 21, 2023 , 39154 views

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।

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

Axis-MF

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

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)Sharpe Ratio
Axis Mid Cap Fund Growth ₹63.57
↓ -0.16
₹18,920-2.2-7.4-4.228.214.6-5.1-0.26
Axis Bluechip Fund Growth ₹40.98
↓ -0.12
₹33,050-4.7-6.2-7.620.411.1-5.7-0.58
Axis Long Term Equity Fund Growth ₹60.1669
↓ -0.10
₹28,754-6.1-10.3-11.7208.8-12-0.67
Axis Focused 25 Fund Growth ₹36.06
↓ -0.16
₹15,140-7.2-12.3-15.918.57.9-14.5-0.92
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
*निधि के आधार पर सूचीसंपत्ति>= 200 करोड़ पर छाँटा गया3 सालसीएजीआर रिटर्न.

1. Axis Mid Cap Fund

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 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% .

Below is the key information for Axis Mid Cap Fund

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.

DateValue
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

Axis Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for Axis Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Mar 23

DurationReturns
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
YearReturns
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
NameSinceTenure
Shreyash Devalkar23 Nov 166.19 Yr.
Vinayak Jayanath17 Jan 230.04 Yr.

Data below for Axis Mid Cap Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Consumer Cyclical24.39%
Industrials16.9%
Financial Services15.69%
Basic Materials11.97%
Technology7.25%
Health Care5.6%
Consumer Defensive2.32%
Utility1.5%
Communication Services1.38%
Real Estate1.36%
Asset Allocation
Asset ClassValue
Cash11.03%
Equity88.37%
Debt0.6%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN
4%₹755 Cr10,673,735
↓ -500,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK
3%₹616 Cr7,407,750
↓ -1,611,000
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 500850
3%₹607 Cr20,177,924
↑ 250,993
Supreme Industries Ltd (Industrials)
Equity, Since 31 Dec 16 | 509930
3%₹561 Cr2,220,325
Astral Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL
3%₹550 Cr2,677,253
↑ 81,173
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT
3%₹546 Cr1,164,828
↑ 15,193
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | 500034
3%₹510 Cr867,004
Coforge Ltd (Technology)
Equity, Since 31 May 20 | COFORGE
3%₹489 Cr1,116,199
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | 500251
3%₹480 Cr4,013,632
↓ -711,268
PI Industries Ltd (Basic Materials)
Equity, Since 31 Mar 19 | PIIND
2%₹423 Cr1,409,838
↓ -276,856

2. Axis Bluechip Fund

(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 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% .

Below is the key information for Axis Bluechip Fund

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.

DateValue
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

Axis Bluechip Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for Axis Bluechip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Mar 23

DurationReturns
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
YearReturns
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
NameSinceTenure
Shreyash Devalkar23 Nov 166.19 Yr.
Vinayak Jayanath17 Jan 230.04 Yr.

Data below for Axis Bluechip Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services37.72%
Technology12.58%
Consumer Defensive9.88%
Consumer Cyclical7.07%
Basic Materials5.35%
Energy4.56%
Industrials3.6%
Health Care3.18%
Communication Services3.01%
Real Estate0.48%
Asset Allocation
Asset ClassValue
Cash12.2%
Equity87.43%
Debt0.38%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
9%₹3,034 Cr36,471,000
↓ -791,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
9%₹3,008 Cr18,760,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 500034
8%₹2,755 Cr4,680,120
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY
7%₹2,276 Cr14,840,000
↓ -1,192,809
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
6%₹2,091 Cr5,971,618
↓ -70,876
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
5%₹1,757 Cr5,232,492
↑ 386,717
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE
5%₹1,531 Cr6,504,000
↑ 440,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK
4%₹1,442 Cr8,330,000
↓ -200,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 21 | LT
3%₹1,092 Cr5,141,466
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M
3%₹1,090 Cr7,903,000

3. Axis Long Term Equity Fund

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 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% .

Below is the key information for Axis Long Term Equity Fund

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.

DateValue
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

Axis Long Term Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for Axis Long Term Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Mar 23

DurationReturns
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
YearReturns
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
NameSinceTenure
Jinesh Gopani1 Apr 1111.85 Yr.

Data below for Axis Long Term Equity Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services33.51%
Consumer Defensive14.83%
Basic Materials12.25%
Technology10.49%
Consumer Cyclical8.68%
Health Care7.43%
Communication Services5.64%
Utility4.07%
Industrials2.04%
Asset Allocation
Asset ClassValue
Cash1.07%
Equity98.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
9%₹2,485 Cr4,221,053
↑ 65,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS
9%₹2,474 Cr7,366,665
↑ 139,747
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
8%₹2,446 Cr6,983,659
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 11 | KOTAKBANK
7%₹2,041 Cr11,789,401
Nestle India Ltd (Consumer Defensive)
Equity, Since 31 Aug 14 | NESTLEIND
6%₹1,833 Cr964,019
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 May 14 | NAUKRI
6%₹1,628 Cr4,436,050
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFC
6%₹1,594 Cr6,078,486
↓ -115,000
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND
5%₹1,472 Cr6,458,964
↑ 27,955
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 17 | DIVISLAB
5%₹1,394 Cr4,205,929
↑ 34,207
Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Jun 20 | 532978
4%₹1,225 Cr9,124,620

4. Axis Focused 25 Fund

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 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% .

Below is the key information for Axis Focused 25 Fund

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.

DateValue
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

Axis Focused 25 Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070
Invest Now

Returns for Axis Focused 25 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Mar 23

DurationReturns
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
YearReturns
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
NameSinceTenure
Jinesh Gopani7 Jun 166.66 Yr.
Vinayak Jayanath17 Jan 230.04 Yr.

Data below for Axis Focused 25 Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services29%
Basic Materials15.96%
Technology12.89%
Consumer Defensive8.45%
Health Care6.6%
Communication Services5.38%
Consumer Cyclical4.76%
Utility1.58%
Energy1.45%
Asset Allocation
Asset ClassValue
Cash1.25%
Equity98.59%
Debt0.16%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
9%₹1,413 Cr4,207,485
↓ -196,500
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
9%₹1,313 Cr2,229,891
↑ 14,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
8%₹1,297 Cr3,704,585
↓ -110,213
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND
7%₹1,103 Cr4,838,013
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
7%₹1,089 Cr6,293,201
↓ -492,067
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jul 16 | NAUKRI
5%₹827 Cr2,252,034
↓ -43,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 18 | HDFC
5%₹822 Cr3,134,248
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB
5%₹820 Cr2,474,805
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 21 | ICICIBANK
4%₹610 Cr7,336,060
↓ -2,133,876
Shree Cement Ltd (Basic Materials)
Equity, Since 30 Apr 19 | 500387
4%₹592 Cr249,946
↑ 4,368

एक्सिस म्यूचुअल फंड में ऑनलाइन निवेश कैसे करें?

  1. Fincash.com पर आजीवन मुफ्त निवेश खाता खोलें।

  2. अपना पंजीकरण और केवाईसी प्रक्रिया पूरी करें

  3. Upload Documents (PAN, Aadhaar, etc.). और, आप निवेश करने के लिए तैयार हैं!

    शुरू हो जाओ

Disclaimer:
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।
How helpful was this page ?
Rated 4.5, based on 19 reviews.
POST A COMMENT

1 - 3 of 3