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एक्सिस म्यूचुअल फंड 2022 द्वारा शीर्ष 4 सर्वश्रेष्ठ इक्विटी फंड | फिनकैश

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एक्सिस म्यूचुअल फंड 2022 द्वारा 4 सर्वश्रेष्ठ इक्विटी फंड

Updated on September 27, 2023 , 41949 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।

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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 ₹77
↑ 0.67
₹22,17810.616.91422.515.6-5.10.78
Axis Long Term Equity Fund Growth ₹69.7031
↑ 0.27
₹32,224512.23.5148.9-120.19
Axis Bluechip Fund Growth ₹45.56
↑ 0.01
₹33,8924.484.113.89.6-5.70.22
Axis Focused 25 Fund Growth ₹41.17
↑ 0.07
₹15,6294.110.3-0.611.86.9-14.5-0.12
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 23
Note: Ratio's shown as on 31 Jul 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 17.7% 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 (22 Aug 23) ₹77 ↑ 0.67   (0.88 %)
Net Assets (Cr) ₹22,178 on 31 Jul 23
Category Equity - Mid Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.74
Sharpe Ratio 0.78
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
30 Sep 18₹10,000
30 Sep 19₹11,001
30 Sep 20₹12,351
30 Sep 21₹20,009
30 Sep 22₹19,872
30 Sep 23₹22,872

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 ₹447,579.
Net Profit of ₹147,579
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 22 Aug 23

DurationReturns
1 Month 2.3%
3 Month 10.6%
6 Month 16.9%
1 Year 14%
3 Year 22.5%
5 Year 15.6%
10 Year
15 Year
Since launch 17.7%
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 166.77 Yr.
Nitin Arora3 Aug 230.08 Yr.
Vinayak Jayanath17 Jan 230.62 Yr.

Data below for Axis Mid Cap Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Consumer Cyclical26.45%
Industrials19.74%
Financial Services16.53%
Basic Materials12.01%
Technology6.45%
Health Care5.24%
Consumer Defensive1.77%
Real Estate1.58%
Communication Services1.58%
Utility0.84%
Asset Allocation
Asset ClassValue
Cash7.74%
Equity92.2%
Debt0.06%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Supreme Industries Ltd (Industrials)
Equity, Since 31 Dec 16 | 509930
5%₹1,022 Cr2,293,034
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN
4%₹998 Cr8,894,643
↓ -200,000
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 500850
4%₹849 Cr20,177,924
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | 500251
3%₹773 Cr3,771,809
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK
3%₹710 Cr7,407,750
Astral Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL
3%₹701 Cr3,589,762
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | 500034
3%₹673 Cr939,573
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT
3%₹664 Cr1,235,687
Sona BLW Precision Forgings Ltd (Consumer Cyclical)
Equity, Since 30 Jun 21 | 543300
3%₹602 Cr10,106,515
TVS Motor Co Ltd Shs Dematerialised (Consumer Cyclical)
Equity, Since 28 Feb 22 | 532343
3%₹581 Cr4,089,507

2. 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 15.3% 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 (22 Aug 23) ₹69.7031 ↑ 0.27   (0.39 %)
Net Assets (Cr) ₹32,224 on 31 Jul 23
Category Equity - ELSS
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.61
Sharpe Ratio 0.19
Information Ratio -1.14
Alpha Ratio -7.18
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Sep 18₹10,000
30 Sep 19₹11,212
30 Sep 20₹11,125
30 Sep 21₹18,070
30 Sep 22₹15,826
30 Sep 23₹17,225

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 22 Aug 23

DurationReturns
1 Month -2.9%
3 Month 5%
6 Month 12.2%
1 Year 3.5%
3 Year 14%
5 Year 8.9%
10 Year
15 Year
Since launch 15.3%
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
Shreyash Devalkar4 Aug 230.08 Yr.
Ashish Naik3 Aug 230.08 Yr.

Data below for Axis Long Term Equity Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services26.92%
Consumer Defensive14.23%
Basic Materials13.5%
Technology10.35%
Consumer Cyclical9.69%
Health Care7.8%
Communication Services5.45%
Industrials5.26%
Utility4.84%
Asset Allocation
Asset ClassValue
Cash1.97%
Equity98.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
8%₹2,657 Cr3,709,177
↓ -413,313
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
8%₹2,507 Cr6,738,211
↓ -263,863
Tata Consultancy Services Ltd Shs Dematerialised (Technology)
Equity, Since 30 Apr 17 | TCS
7%₹2,238 Cr6,665,818
↓ -350,748
Nestle India Ltd (Consumer Defensive)
Equity, Since 31 Aug 14 | NESTLEIND
6%₹1,963 Cr892,895
↓ -60,658
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 May 14 | NAUKRI
5%₹1,711 Cr3,950,638
↓ -158,397
Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 13 | 532779
5%₹1,520 Cr23,133,681
↓ -1,660,772
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND
5%₹1,513 Cr6,017,484
↓ -591,531
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
5%₹1,426 Cr9,075,243
↓ -715,128
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 17 | DIVISLAB
4%₹1,371 Cr3,817,238
↓ -361,523
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Jun 20 | CHOLAFIN
4%₹1,338 Cr11,929,799
↓ -1,650,534

3. 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 11.8% 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 (22 Aug 23) ₹45.56 ↑ 0.01   (0.02 %)
Net Assets (Cr) ₹33,892 on 31 Jul 23
Category Equity - Large Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.6
Sharpe Ratio 0.22
Information Ratio -1.83
Alpha Ratio -5.81
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
30 Sep 18₹10,000
30 Sep 19₹11,722
30 Sep 20₹11,571
30 Sep 21₹17,649
30 Sep 22₹16,296
30 Sep 23₹17,532

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 ₹385,859.
Net Profit of ₹85,859
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 22 Aug 23

DurationReturns
1 Month -2.7%
3 Month 4.4%
6 Month 8%
1 Year 4.1%
3 Year 13.8%
5 Year 9.6%
10 Year
15 Year
Since launch 11.8%
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 166.77 Yr.
Ashish Naik3 Aug 230.08 Yr.
Vinayak Jayanath17 Jan 230.62 Yr.

Data below for Axis Bluechip Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services35.6%
Consumer Cyclical12.5%
Consumer Defensive11.18%
Technology9.74%
Basic Materials6.35%
Industrials6.07%
Energy4.85%
Communication Services3.96%
Health Care3.96%
Real Estate1.08%
Asset Allocation
Asset ClassValue
Cash4.11%
Equity95.3%
Debt0.59%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
10%₹3,111 Cr19,800,000
↓ -243,185
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
10%₹3,056 Cr31,870,000
↓ -1,652,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 500034
8%₹2,597 Cr3,626,223
↓ -50,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
6%₹1,858 Cr4,993,405
Tata Consultancy Services Ltd Shs Dematerialised (Technology)
Equity, Since 28 Feb 18 | TCS
5%₹1,717 Cr5,115,118
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE
5%₹1,560 Cr6,480,000
↓ -1,675,921
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY
4%₹1,415 Cr9,855,831
↓ -300,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 21 | LT
4%₹1,289 Cr4,768,053
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M
3%₹1,086 Cr6,894,626
↓ -324,222
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 18 | ULTRACEMCO
3%₹999 Cr1,203,636
↓ -21,549

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 13.5% 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 (22 Aug 23) ₹41.17 ↑ 0.07   (0.17 %)
Net Assets (Cr) ₹15,629 on 31 Jul 23
Category Equity - Focused
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.74
Sharpe Ratio -0.12
Information Ratio -1.57
Alpha Ratio -11.7
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
30 Sep 18₹10,000
30 Sep 19₹10,985
30 Sep 20₹10,944
30 Sep 21₹17,719
30 Sep 22₹15,127
30 Sep 23₹15,783

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 ₹357,992.
Net Profit of ₹57,992
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 22 Aug 23

DurationReturns
1 Month -3.7%
3 Month 4.1%
6 Month 10.3%
1 Year -0.6%
3 Year 11.8%
5 Year 6.9%
10 Year
15 Year
Since launch 13.5%
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
Shreyash Devalkar4 Aug 230.08 Yr.
Hitesh Das3 Aug 230.08 Yr.
Vinayak Jayanath17 Jan 230.62 Yr.

Data below for Axis Focused 25 Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services24.25%
Basic Materials17.38%
Technology11.23%
Consumer Defensive9.3%
Health Care7.48%
Communication Services5.67%
Energy3.9%
Consumer Cyclical3.21%
Utility3.15%
Real Estate0.34%
Asset Allocation
Asset ClassValue
Cash0.11%
Equity99.59%
Debt0.3%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
9%₹1,366 Cr3,672,452
↓ -50,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
9%₹1,297 Cr1,810,534
↓ -100,000
Tata Consultancy Services Ltd Shs Dematerialised (Technology)
Equity, Since 28 Feb 18 | TCS
8%₹1,140 Cr3,395,172
↓ -240,000
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND
7%₹1,047 Cr4,161,827
↓ -158,330
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jul 16 | NAUKRI
6%₹833 Cr1,924,269
↓ -69,953
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB
6%₹814 Cr2,265,049
↓ -100,761
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | 532978
4%₹580 Cr3,894,424
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE
4%₹574 Cr2,382,716
↓ -220,000
Shree Cement Ltd (Basic Materials)
Equity, Since 30 Apr 19 | 500387
4%₹552 Cr232,097
PI Industries Ltd (Basic Materials)
Equity, Since 31 Jul 21 | PIIND
4%₹529 Cr1,458,227

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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।
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