ആക്സിസ് മ്യൂച്വൽ ഫണ്ടിന്റെ 4 മികച്ച ഇക്വിറ്റി ഫണ്ടുകൾ 2022

Updated on October 29, 2026 , 45411 views

നിങ്ങളുടെ കുടുംബത്തിന് സമ്പത്ത് കെട്ടിപ്പടുക്കാനോ നിങ്ങളുടെ കുട്ടിയുടെ ഉന്നത വിദ്യാഭ്യാസത്തിനായി ആസൂത്രണം ചെയ്യാനോ നിങ്ങൾ ആഗ്രഹിക്കുന്നുവെങ്കിൽഇക്വിറ്റി ഫണ്ടുകൾ വഴിആക്സിസ് മ്യൂച്വൽ ഫണ്ട് നിക്ഷേപിക്കാനുള്ള മികച്ച ഓപ്ഷനാണ്.

ഇക്വിറ്റി ഫണ്ടുകൾ ഒരു തരംമ്യൂച്വൽ ഫണ്ട് അത് പ്രധാനമായും ഇക്വിറ്റിയിലും അനുബന്ധ ഉപകരണങ്ങളിലുമാണ് നിക്ഷേപിക്കുന്നത്. ദീർഘകാല സാമ്പത്തിക ആവശ്യങ്ങൾ നിറവേറ്റുന്നതിനുള്ള നല്ലൊരു ഓപ്ഷനാണ് ഈ ഫണ്ടുകൾ. ഈ ഫണ്ടുകൾക്ക് ദീർഘകാലാടിസ്ഥാനത്തിൽ ഉയർന്ന റിട്ടേൺ നൽകാൻ വലിയ സാധ്യതയുണ്ട്, അതുകൊണ്ടാണ് ഇക്വിറ്റി ഫണ്ടുകളിൽ കുറഞ്ഞത് 3-5 വർഷമെങ്കിലും നിക്ഷേപിക്കാൻ നിർദ്ദേശിക്കുന്നത്. പക്ഷേ, ഇക്വിറ്റി ഫണ്ടുകൾ അവരുടെ നിക്ഷേപങ്ങളിൽ ഉയർന്ന റിസ്ക് വഹിക്കാൻ കഴിയുന്ന നിക്ഷേപകർക്ക് മാത്രമേ അനുയോജ്യമാകൂ.

ഈ സ്കീമിൽ നിക്ഷേപിക്കാൻ പദ്ധതിയിടുന്ന നിക്ഷേപകർക്ക് താഴെ ലിസ്റ്റ് ചെയ്തിട്ടുള്ള ടോപ്പ് 4-ൽ നിന്ന് തിരഞ്ഞെടുക്കാംമികച്ച ഇക്വിറ്റി ഫണ്ടുകൾ ആക്സിസ് മ്യൂച്വൽ ഫണ്ട് വഴി. AUM പോലെയുള്ള ചില പ്രധാന പാരാമീറ്ററുകൾ ഏറ്റെടുത്ത് ഈ ഫണ്ടുകൾ ഷോർട്ട്‌ലിസ്റ്റ് ചെയ്തിട്ടുണ്ട്,അല്ല, മുൻകാല പ്രകടനങ്ങൾ, ശരാശരി പിയർ റിട്ടേണുകൾ, മറ്റ് വിവര അനുപാതങ്ങൾ.

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ആക്സിസ് ഇക്വിറ്റി ഫണ്ടുകളിൽ നിക്ഷേപിക്കുന്നത് എന്തുകൊണ്ട്?

എഴുതിയത്നിക്ഷേപിക്കുന്നു ഇക്വിറ്റി ഫണ്ടുകളിൽ, ഒരു വീട്/കാർ വാങ്ങുന്നത് പോലെയുള്ള ദീർഘകാല നിക്ഷേപ ലക്ഷ്യങ്ങൾ ആസൂത്രണം ചെയ്യാൻ കഴിയും.വിരമിക്കൽ ആസൂത്രണം, കുട്ടിയുടെ കരിയർ അല്ലെങ്കിൽ സമ്പത്ത് സൃഷ്ടിക്കുന്നത് പോലെ ലളിതമാണ്.
ആക്സിസ് മ്യൂച്വൽ ഫണ്ട് നികുതി ആനുകൂല്യങ്ങൾ ആസ്വദിക്കാൻ നിങ്ങളെ സഹായിക്കുന്ന ഒരു സ്കീം വാഗ്ദാനം ചെയ്യുന്നു. പദ്ധതിയുടെ പേര്-ആക്സിസ് ലോംഗ് ടേം ഇക്വിറ്റി ഫണ്ട്. ഈ സ്കീമിൽ നിക്ഷേപിക്കുന്നതിലൂടെ ഒരാൾക്ക് അവരുടെ പ്ലാൻ ചെയ്യാൻ കഴിയുംനികുതികൾ കീഴിൽസെക്ഷൻ 80 സി യുടെആദായ നികുതി നിയമം, 1961.
ആക്സിസ് മ്യൂച്വൽ ഫണ്ടിലെ ഫണ്ട് മാനേജർമാർക്ക് നിക്ഷേപ തീരുമാനങ്ങൾ എടുക്കുന്നതിൽ സമ്പന്നമായ അനുഭവമുണ്ട്. അവരുടെ അനുഭവം നിങ്ങളുടെ വളർച്ചയെ സഹായിക്കുംമൂലധനം ഒരു നീണ്ട കാലയളവിൽ.

മികച്ച ആക്സിസ് ഇക്വിറ്റി മ്യൂച്വൽ ഫണ്ടുകൾ

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)	Sharpe Ratio
Axis Mid Cap Fund Growth	₹115.93 ↓ -0.49	₹33,528	-3.6	1.3	0.3	14.9	10.7	1	0.05
Axis Long Term Equity Fund Growth	₹93.7131 ↑ 0.17	₹30,269	-3.7	1.1	-5.2	9.9	4.5	4.4	-0.33
Axis Focused 25 Fund Growth	₹53.19 ↑ 0.12	₹10,476	-3.4	3.7	-6.1	9.1	2.4	2.5	-0.29
Axis Bluechip Fund Growth	₹58.14 ↑ 0.28	₹29,231	-3.8	1.1	-6.5	8.4	4.3	6.3	-0.52
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Oct 26
Note: Ratio's shown as on 30 Sep 26

Research Highlights & Commentary of 4 Funds showcased

Commentary	Axis Mid Cap Fund	Axis Long Term Equity Fund	Axis Focused 25 Fund	Axis Bluechip Fund
Point 1	Highest AUM (₹33,528 Cr).	Upper mid AUM (₹30,269 Cr).	Bottom quartile AUM (₹10,476 Cr).	Lower mid AUM (₹29,231 Cr).
Point 2	Established history (15+ yrs).	Oldest track record among peers (16 yrs).	Established history (14+ yrs).	Established history (16+ yrs).
Point 3	Rating: 1★ (bottom quartile).	Rating: 3★ (upper mid).	Top rated.	Rating: 2★ (lower mid).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 10.66% (top quartile).	5Y return: 4.47% (upper mid).	5Y return: 2.37% (bottom quartile).	5Y return: 4.26% (lower mid).
Point 6	3Y return: 14.89% (top quartile).	3Y return: 9.93% (upper mid).	3Y return: 9.13% (lower mid).	3Y return: 8.40% (bottom quartile).
Point 7	1Y return: 0.29% (top quartile).	1Y return: -5.20% (upper mid).	1Y return: -6.11% (lower mid).	1Y return: -6.48% (bottom quartile).
Point 8	Alpha: 0.00 (upper mid).	Alpha: -0.38 (bottom quartile).	Alpha: 0.16 (top quartile).	Alpha: -0.24 (lower mid).
Point 9	Sharpe: 0.05 (top quartile).	Sharpe: -0.33 (lower mid).	Sharpe: -0.29 (upper mid).	Sharpe: -0.52 (bottom quartile).
Point 10	Information ratio: 0.00 (top quartile).	Information ratio: -0.16 (upper mid).	Information ratio: -0.26 (bottom quartile).	Information ratio: -0.20 (lower mid).

Axis Mid Cap Fund

Highest AUM (₹33,528 Cr).
Established history (15+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 10.66% (top quartile).
3Y return: 14.89% (top quartile).
1Y return: 0.29% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: 0.05 (top quartile).
Information ratio: 0.00 (top quartile).

Axis Long Term Equity Fund

Upper mid AUM (₹30,269 Cr).
Oldest track record among peers (16 yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 4.47% (upper mid).
3Y return: 9.93% (upper mid).
1Y return: -5.20% (upper mid).
Alpha: -0.38 (bottom quartile).
Sharpe: -0.33 (lower mid).
Information ratio: -0.16 (upper mid).

Axis Focused 25 Fund

Bottom quartile AUM (₹10,476 Cr).
Established history (14+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 2.37% (bottom quartile).
3Y return: 9.13% (lower mid).
1Y return: -6.11% (lower mid).
Alpha: 0.16 (top quartile).
Sharpe: -0.29 (upper mid).
Information ratio: -0.26 (bottom quartile).

Axis Bluechip Fund

Lower mid AUM (₹29,231 Cr).
Established history (16+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 4.26% (lower mid).
3Y return: 8.40% (bottom quartile).
1Y return: -6.48% (bottom quartile).
Alpha: -0.24 (lower mid).
Sharpe: -0.52 (bottom quartile).
Information ratio: -0.20 (lower mid).

*അടിസ്ഥാനത്തിലുള്ള ഫണ്ടുകളുടെ ലിസ്റ്റ്ആസ്തി >= 200 കോടി & അടുക്കി3 വർഷംസിഎജിആർ മടങ്ങുന്നു.

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.

Research Highlights for Axis Mid Cap Fund

Highest AUM (₹33,528 Cr).
Established history (15+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 10.66% (top quartile).
3Y return: 14.89% (top quartile).
1Y return: 0.29% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: 0.05 (top quartile).
Information ratio: 0.00 (top quartile).
Top sector: Consumer Cyclical.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~90%).
High-quality debt (AAA/AA ~100%).
Largest holding The Federal Bank Ltd (~4.0%).

Below is the key information for Axis Mid Cap Fund

Axis Mid Cap Fund Growth
Launch Date	18 Feb 11
NAV (30 Oct 26)	₹115.93 ↓ -0.49 (-0.42 %)
Net Assets (Cr)	₹33,528 on 30 Sep 26
Category	Equity - Mid Cap
AMC	Axis Asset Management Company Limited
Rating	☆
Risk	Moderately High
Expense Ratio	1.57
Sharpe Ratio	0.05
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 Oct 21	₹10,000
31 Oct 22	₹9,801
31 Oct 23	₹10,915
31 Oct 24	₹15,676
31 Oct 25	₹16,428
31 Oct 26	₹16,597

Axis Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578 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 30 Oct 26

Duration	Returns
1 Month	-1%
3 Month	-3.6%
6 Month	1.3%
1 Year	0.3%
3 Year	14.9%
5 Year	10.7%
10 Year
15 Year
Since launch	16.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	1%
2024	30%
2023	29.6%
2022	-5.1%
2021	39.9%
2020	26%
2019	11.3%
2018	3.5%
2017	42%
2016	-3.1%

Fund Manager information for Axis Mid Cap Fund

Name	Since	Tenure
Shreyash Devalkar	23 Nov 16	9.86 Yr.
Nitin Arora	3 Aug 23	3.16 Yr.
Krishnaa N	1 Mar 24	2.59 Yr.

Data below for Axis Mid Cap Fund as on 30 Sep 26

Equity Sector Allocation

Sector	Value
Consumer Cyclical	21.2%
Industrials	17.86%
Financial Services	17.42%
Health Care	12.8%
Technology	6.57%
Basic Materials	5.25%
Consumer Defensive	3.37%
Real Estate	2.29%
Communication Services	2.03%
Utility	1.18%
Energy	0.28%

Asset Allocation

Asset Class	Value
Cash	9.62%
Equity	90.25%
Debt	0.12%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 31 Mar 23 \| FEDERALBNK	4%	₹1,334 Cr	42,040,871 ↓ -1,699,390
Apar Industries Ltd (Industrials) Equity, Since 30 Nov 23 \| APARINDS	3%	₹951 Cr	547,073
Sona BLW Precision Forgings Ltd (Consumer Cyclical) Equity, Since 30 Jun 21 \| SONACOMS	3%	₹902 Cr	10,868,912 ↓ -940,000
Fortis Healthcare Ltd (Healthcare) Equity, Since 31 Mar 22 \| 532843	3%	₹876 Cr	11,375,762 ↓ -1,146,623
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| 522275	2%	₹807 Cr	1,921,542 ↑ 48,157
Indian Hotels Co Ltd (Consumer Cyclical) Equity, Since 31 Oct 20 \| 500850	2%	₹798 Cr	10,948,722
Ipca Laboratories Ltd (Healthcare) Equity, Since 31 Jul 19 \| 524494	2%	₹772 Cr	4,005,425
Phoenix Mills Ltd (Real Estate) Equity, Since 31 May 22 \| 503100	2%	₹769 Cr	3,974,761
Lenskart Solutions Ltd (Healthcare) Equity, Since 31 Oct 25 \| LENSKART	2%	₹745 Cr	10,873,986
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 23 \| ETERNAL	2%	₹691 Cr	21,607,250

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.

Research Highlights for Axis Long Term Equity Fund

Upper mid AUM (₹30,269 Cr).
Oldest track record among peers (16 yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 4.47% (upper mid).
3Y return: 9.93% (upper mid).
1Y return: -5.20% (upper mid).
Alpha: -0.38 (bottom quartile).
Sharpe: -0.33 (lower mid).
Information ratio: -0.16 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding ICICI Bank Ltd (~6.9%).

Below is the key information for Axis Long Term Equity Fund

Axis Long Term Equity Fund Growth
Launch Date	29 Dec 09
NAV (30 Oct 26)	₹93.7131 ↑ 0.17 (0.18 %)
Net Assets (Cr)	₹30,269 on 30 Sep 26
Category	Equity - ELSS
AMC	Axis Asset Management Company Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.54
Sharpe Ratio	-0.33
Information Ratio	-0.16
Alpha Ratio	-0.38
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
31 Oct 21	₹10,000
31 Oct 22	₹8,879
31 Oct 23	₹9,381
31 Oct 24	₹12,435
31 Oct 25	₹13,034
31 Oct 26	₹12,443

Axis Long Term Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹340,450.
Net Profit of ₹40,450 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 30 Oct 26

Duration	Returns
1 Month	1.1%
3 Month	-3.7%
6 Month	1.1%
1 Year	-5.2%
3 Year	9.9%
5 Year	4.5%
10 Year
15 Year
Since launch	14.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	4.4%
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%

Fund Manager information for Axis Long Term Equity Fund

Name	Since	Tenure
Shreyash Devalkar	4 Aug 23	3.16 Yr.
Ashish Naik	3 Aug 23	3.16 Yr.

Data below for Axis Long Term Equity Fund as on 30 Sep 26

Equity Sector Allocation

Sector	Value
Financial Services	30.49%
Consumer Cyclical	19.74%
Industrials	11.9%
Basic Materials	10%
Health Care	9.28%
Technology	6.41%
Communication Services	4.45%
Consumer Defensive	2.43%
Energy	1.74%
Real Estate	1.06%
Utility	0.39%

Asset Allocation

Asset Class	Value
Cash	2.11%
Equity	97.89%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Dec 23 \| ICICIBANK	7%	₹2,085 Cr	15,778,361
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| HDFCBANK	6%	₹1,843 Cr	26,002,207 ↑ 440,507
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 23 \| BHARTIARTL	4%	₹1,348 Cr	7,672,253
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Jul 23 \| ETERNAL	3%	₹1,015 Cr	31,734,137 ↓ -495,394
Bajaj Finance Ltd (Financial Services) Equity, Since 30 Sep 16 \| 500034	3%	₹1,015 Cr	10,580,575
Divi's Laboratories Ltd (Healthcare) Equity, Since 30 Nov 17 \| DIVISLAB	3%	₹830 Cr	893,550 ↓ -42,557
Axis Bank Ltd (Financial Services) Equity, Since 31 Jan 26 \| 532215	3%	₹827 Cr	6,745,487 ↑ 127,982
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 23 \| LT	3%	₹817 Cr	2,173,976 ↓ -169,583
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 May 11 \| KOTAKBANK	2%	₹747 Cr	17,902,599 ↑ 1,525,009
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Apr 22 \| M&M	2%	₹733 Cr	2,485,301 ↓ -75,677

3. 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.

Research Highlights for Axis Focused 25 Fund

Bottom quartile AUM (₹10,476 Cr).
Established history (14+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 2.37% (bottom quartile).
3Y return: 9.13% (lower mid).
1Y return: -6.11% (lower mid).
Alpha: 0.16 (top quartile).
Sharpe: -0.29 (upper mid).
Information ratio: -0.26 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
High-quality debt (AAA/AA ~100%).
Largest holding ICICI Bank Ltd (~8.1%).

Below is the key information for Axis Focused 25 Fund

Axis Focused 25 Fund Growth
Launch Date	29 Jun 12
NAV (30 Oct 26)	₹53.19 ↑ 0.12 (0.23 %)
Net Assets (Cr)	₹10,476 on 30 Sep 26
Category	Equity - Focused
AMC	Axis Asset Management Company Limited
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.74
Sharpe Ratio	-0.29
Information Ratio	-0.26
Alpha Ratio	0.16
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 Oct 21	₹10,000
31 Oct 22	₹8,637
31 Oct 23	₹8,669
31 Oct 24	₹11,281
31 Oct 25	₹11,834
31 Oct 26	₹11,240

Axis Focused 25 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹323,701.
Net Profit of ₹23,701 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 30 Oct 26

Duration	Returns
1 Month	0.2%
3 Month	-3.4%
6 Month	3.7%
1 Year	-6.1%
3 Year	9.1%
5 Year	2.4%
10 Year
15 Year
Since launch	12.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	2.5%
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%

Fund Manager information for Axis Focused 25 Fund

Name	Since	Tenure
Sachin Relekar	1 Feb 24	2.66 Yr.
Krishnaa N	1 Mar 24	2.58 Yr.

Data below for Axis Focused 25 Fund as on 30 Sep 26

Equity Sector Allocation

Sector	Value
Financial Services	31.87%
Consumer Cyclical	20.21%
Industrials	18.53%
Health Care	11.56%
Technology	3.8%
Communication Services	2.6%
Consumer Defensive	2.06%
Basic Materials	1.67%
Utility	1.51%

Asset Allocation

Asset Class	Value
Cash	3.36%
Equity	93.82%
Debt	2.82%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jul 21 \| ICICIBANK	8%	₹852 Cr	6,447,263
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Jul 24 \| ETERNAL	8%	₹822 Cr	25,695,165 ↓ -321,300
Divi's Laboratories Ltd (Healthcare) Equity, Since 31 Jul 19 \| DIVISLAB	6%	₹681 Cr	732,785 ↓ -11,200
Bajaj Finance Ltd (Financial Services) Equity, Since 30 Sep 16 \| 500034	5%	₹560 Cr	5,834,603
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 31 Dec 22 \| CHOLAFIN	5%	₹538 Cr	3,323,446
Apollo Hospitals Enterprise Ltd (Healthcare) Equity, Since 30 Sep 22 \| APOLLOHOSP	5%	₹530 Cr	649,263 ↓ -18,860
Apar Industries Ltd (Industrials) Equity, Since 31 Aug 24 \| APARINDS	5%	₹514 Cr	295,471 ↓ -7,400
TVS Motor Co Ltd (Consumer Cyclical) Equity, Since 31 May 26 \| 532343	5%	₹475 Cr	1,156,154
State Bank of India (Financial Services) Equity, Since 31 Jan 26 \| SBIN	4%	₹442 Cr	4,604,580
InterGlobe Aviation Ltd (Industrials) Equity, Since 31 May 24 \| INDIGO	4%	₹373 Cr	748,246

4. 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.

Research Highlights for Axis Bluechip Fund

Lower mid AUM (₹29,231 Cr).
Established history (16+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 4.26% (lower mid).
3Y return: 8.40% (bottom quartile).
1Y return: -6.48% (bottom quartile).
Alpha: -0.24 (lower mid).
Sharpe: -0.52 (bottom quartile).
Information ratio: -0.20 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
High-quality debt (AAA/AA ~100%).
Largest holding ICICI Bank Ltd (~9.3%).

Below is the key information for Axis Bluechip Fund

Axis Bluechip Fund Growth
Launch Date	5 Jan 10
NAV (30 Oct 26)	₹58.14 ↑ 0.28 (0.48 %)
Net Assets (Cr)	₹29,231 on 30 Sep 26
Category	Equity - Large Cap
AMC	Axis Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.57
Sharpe Ratio	-0.52
Information Ratio	-0.2
Alpha Ratio	-0.24
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 Oct 21	₹10,000
31 Oct 22	₹9,430
31 Oct 23	₹9,646
31 Oct 24	₹12,323
31 Oct 25	₹13,090
31 Oct 26	₹12,320

Axis Bluechip Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹340,450.
Net Profit of ₹40,450 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 30 Oct 26

Duration	Returns
1 Month	1.9%
3 Month	-3.8%
6 Month	1.1%
1 Year	-6.5%
3 Year	8.4%
5 Year	4.3%
10 Year
15 Year
Since launch	11%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	6.3%
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%

Fund Manager information for Axis Bluechip Fund

Name	Since	Tenure
Shreyash Devalkar	23 Nov 16	9.86 Yr.
Jayesh Sundar	4 Nov 24	1.9 Yr.
Krishnaa N	1 Mar 24	2.58 Yr.

Data below for Axis Bluechip Fund as on 30 Sep 26

Equity Sector Allocation

Sector	Value
Financial Services	34.2%
Consumer Cyclical	18.55%
Health Care	10.89%
Industrials	7.91%
Basic Materials	5.63%
Communication Services	5.07%
Technology	4.97%
Consumer Defensive	3.62%
Energy	3.25%

Asset Allocation

Asset Class	Value
Cash	5.74%
Equity	94.09%
Debt	0.17%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 30 Sep 18 \| ICICIBANK	9%	₹2,715 Cr	20,544,224
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| HDFCBANK	8%	₹2,411 Cr	34,023,984 ↓ -1,490,906
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Nov 19 \| BHARTIARTL	5%	₹1,483 Cr	8,439,932
Bajaj Finance Ltd (Financial Services) Equity, Since 31 Jul 17 \| 500034	5%	₹1,444 Cr	15,049,562 ↑ 605,287
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 23 \| ETERNAL	4%	₹1,248 Cr	39,001,008 ↑ 881,015
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Nov 21 \| M&M	4%	₹1,125 Cr	3,813,639
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Nov 21 \| LT	3%	₹953 Cr	2,533,670 ↓ -101,148
Reliance Industries Ltd (Energy) Equity, Since 28 Feb 18 \| RELIANCE	3%	₹951 Cr	8,010,921 ↓ -520,443
Axis Bank Ltd (Financial Services) Equity, Since 31 Jan 26 \| 532215	3%	₹943 Cr	7,689,555
Apollo Hospitals Enterprise Ltd (Healthcare) Equity, Since 31 Jan 22 \| APOLLOHOSP	3%	₹850 Cr	1,040,646

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