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.
Talk to our investment specialist
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.
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 ₹111.56
↓ -0.07 ₹31,056 -3.4 10.2 -4.4 17.8 21.3 30 -0.37 Axis Long Term Equity Fund Growth ₹94.8821
↓ -0.12 ₹34,528 -3.2 5.3 -5.2 12.8 15.3 17.4 -0.55 Axis Bluechip Fund Growth ₹59.83
↓ -0.13 ₹32,954 -2.9 4.5 -4.9 11.4 14.3 13.7 -0.62 Axis Focused 25 Fund Growth ₹54.16
↓ -0.12 ₹12,286 -3.8 6.1 -5.4 10.3 13.1 14.8 -0.49 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Sep 25 Note: Ratio's shown as on 31 Aug 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 (₹31,056 Cr). Highest AUM (₹34,528 Cr). Upper mid AUM (₹32,954 Cr). Bottom quartile AUM (₹12,286 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: 21.32% (top quartile). 5Y return: 15.32% (upper mid). 5Y return: 14.27% (lower mid). 5Y return: 13.14% (bottom quartile). Point 6 3Y return: 17.77% (top quartile). 3Y return: 12.76% (upper mid). 3Y return: 11.42% (lower mid). 3Y return: 10.27% (bottom quartile). Point 7 1Y return: -4.45% (top quartile). 1Y return: -5.17% (lower mid). 1Y return: -4.90% (upper mid). 1Y return: -5.43% (bottom quartile). Point 8 Alpha: 0.00 (lower mid). Alpha: 0.95 (upper mid). Alpha: -0.44 (bottom quartile). Alpha: 1.86 (top quartile). Point 9 Sharpe: -0.37 (top quartile). Sharpe: -0.55 (lower mid). Sharpe: -0.62 (bottom quartile). Sharpe: -0.49 (upper mid). Point 10 Information ratio: 0.00 (top quartile). Information ratio: -0.60 (upper mid). Information ratio: -0.94 (lower mid). Information ratio: -1.03 (bottom quartile). Axis Mid Cap Fund
Axis Long Term Equity Fund
Axis Bluechip Fund
Axis Focused 25 Fund
ആസ്തി >= 200 കോടി
& അടുക്കി3 വർഷംസിഎജിആർ മടങ്ങുന്നു
.1. Axis Mid Cap Fund
Axis Mid Cap Fund
Growth Launch Date 18 Feb 11 NAV (30 Sep 25) ₹111.56 ↓ -0.07 (-0.06 %) Net Assets (Cr) ₹31,056 on 31 Aug 25 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 1.57 Sharpe Ratio -0.37 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 30 Sep 20 ₹10,000 30 Sep 21 ₹16,200 30 Sep 22 ₹16,090 30 Sep 23 ₹18,518 30 Sep 24 ₹27,503 Returns for Axis Mid Cap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 30 Sep 25 Duration Returns 1 Month 0.1% 3 Month -3.4% 6 Month 10.2% 1 Year -4.4% 3 Year 17.8% 5 Year 21.3% 10 Year 15 Year Since launch 17.9% 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 8.78 Yr. Nitin Arora 3 Aug 23 2.08 Yr. Krishnaa N 1 Mar 24 1.5 Yr. Data below for Axis Mid Cap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Consumer Cyclical 20.77% Industrials 15.16% Financial Services 14.03% Basic Materials 10.7% Health Care 10.67% Technology 9.08% Real Estate 3.35% Communication Services 3.3% Utility 1.17% Energy 0.71% Consumer Defensive 0.29% Asset Allocation
Asset Class Value Cash 10.74% Equity 89.24% Top Securities Holdings / Portfolio
Name Holding Value Quantity Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 22 | FORTIS4% ₹1,212 Cr 13,299,371 JK Cement Ltd (Basic Materials)
Equity, Since 31 Jan 20 | JKCEMENT3% ₹847 Cr 1,219,314 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | UNOMINDA3% ₹823 Cr 6,436,490
↑ 112,706 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | INDHOTEL3% ₹820 Cr 10,812,201 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | COROMANDEL3% ₹778 Cr 3,367,536
↓ -264,207 Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA2% ₹729 Cr 4,111,208 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Oct 23 | DIXON2% ₹679 Cr 407,055
↑ 6,345 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | GVT&D2% ₹669 Cr 2,405,756 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 23 | FEDERALBNK2% ₹615 Cr 32,060,601 PB Fintech Ltd (Financial Services)
Equity, Since 31 Jan 24 | 5433902% ₹610 Cr 3,445,780
↑ 216,024 2. Axis Long Term Equity Fund
Axis Long Term Equity Fund
Growth Launch Date 29 Dec 09 NAV (30 Sep 25) ₹94.8821 ↓ -0.12 (-0.12 %) Net Assets (Cr) ₹34,528 on 31 Aug 25 Category Equity - ELSS AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.52 Sharpe Ratio -0.55 Information Ratio -0.6 Alpha Ratio 0.95 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹16,242 30 Sep 22 ₹14,225 30 Sep 23 ₹15,483 30 Sep 24 ₹21,508 Returns for Axis Long Term Equity Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 30 Sep 25 Duration Returns 1 Month 0.1% 3 Month -3.2% 6 Month 5.3% 1 Year -5.2% 3 Year 12.8% 5 Year 15.3% 10 Year 15 Year Since launch 15.4% 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 2.08 Yr. Ashish Naik 3 Aug 23 2.08 Yr. Data below for Axis Long Term Equity Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 28.98% Consumer Cyclical 16.3% Industrials 11.18% Health Care 8.68% Basic Materials 8.66% Technology 8.07% Communication Services 5.39% Consumer Defensive 4.74% Utility 2.93% Energy 2.03% Real Estate 1.13% Asset Allocation
Asset Class Value Cash 1.88% Equity 98.1% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK8% ₹2,819 Cr 29,625,860 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | ICICIBANK6% ₹2,149 Cr 15,370,693 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 23 | BHARTIARTL4% ₹1,536 Cr 8,132,102
↑ 274,099 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | BAJFINANCE4% ₹1,429 Cr 16,282,910 Infosys Ltd (Technology)
Equity, Since 31 May 24 | INFY3% ₹1,208 Cr 8,219,355
↑ 930,290 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | 5433203% ₹1,020 Cr 32,486,733 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS3% ₹957 Cr 3,103,260 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Apr 24 | ULTRACEMCO3% ₹882 Cr 697,445
↑ 55,078 Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 13 | TORNTPOWER2% ₹855 Cr 6,967,849
↓ -250,421 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M2% ₹826 Cr 2,582,498
↓ -109,370 3. Axis Bluechip Fund
Axis Bluechip Fund
Growth Launch Date 5 Jan 10 NAV (30 Sep 25) ₹59.83 ↓ -0.13 (-0.22 %) Net Assets (Cr) ₹32,954 on 31 Aug 25 Category Equity - Large Cap AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 0.68 Sharpe Ratio -0.62 Information Ratio -0.94 Alpha Ratio -0.44 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 30 Sep 20 ₹10,000 30 Sep 21 ₹15,252 30 Sep 22 ₹14,083 30 Sep 23 ₹15,151 30 Sep 24 ₹20,485 Returns for Axis Bluechip Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 30 Sep 25 Duration Returns 1 Month 0.5% 3 Month -2.9% 6 Month 4.5% 1 Year -4.9% 3 Year 11.4% 5 Year 14.3% 10 Year 15 Year Since launch 12% 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 8.78 Yr. Jayesh Sundar 4 Nov 24 0.82 Yr. Krishnaa N 1 Mar 24 1.5 Yr. Data below for Axis Bluechip Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 31.11% Consumer Cyclical 16.57% Industrials 9.63% Technology 8.5% Health Care 7.38% Communication Services 6.31% Energy 6.21% Basic Materials 5.44% Consumer Defensive 3.83% Utility 2% Asset Allocation
Asset Class Value Cash 2.42% Equity 96.97% Debt 0.59% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK9% ₹3,087 Cr 32,437,076 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK9% ₹2,872 Cr 20,548,731
↓ -278,658 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE6% ₹2,018 Cr 14,867,684 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL5% ₹1,734 Cr 9,180,168
↑ 338,064 Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY5% ₹1,611 Cr 10,965,432 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | BAJFINANCE5% ₹1,543 Cr 17,577,418
↓ -327,356 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433204% ₹1,267 Cr 40,359,773 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 21 | LT4% ₹1,214 Cr 3,372,422 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M4% ₹1,173 Cr 3,667,098
↑ 233,487 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 18 | ULTRACEMCO3% ₹1,030 Cr 814,818 4. Axis Focused 25 Fund
Axis Focused 25 Fund
Growth Launch Date 29 Jun 12 NAV (30 Sep 25) ₹54.16 ↓ -0.12 (-0.22 %) Net Assets (Cr) ₹12,286 on 31 Aug 25 Category Equity - Focused AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.73 Sharpe Ratio -0.49 Information Ratio -1.03 Alpha Ratio 1.86 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 30 Sep 20 ₹10,000 30 Sep 21 ₹16,191 30 Sep 22 ₹13,823 30 Sep 23 ₹14,422 30 Sep 24 ₹19,600 Returns for Axis Focused 25 Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 30 Sep 25 Duration Returns 1 Month 0.4% 3 Month -3.8% 6 Month 6.1% 1 Year -5.4% 3 Year 10.3% 5 Year 13.1% 10 Year 15 Year Since launch 13.6% 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 1.58 Yr. Krishnaa N 1 Mar 24 1.5 Yr. Data below for Axis Focused 25 Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 32.29% Consumer Cyclical 13.89% Health Care 10.99% Industrials 10.53% Communication Services 8.68% Technology 5.23% Basic Materials 3.88% Real Estate 3.52% Utility 3.04% Consumer Defensive 1.54% Asset Allocation
Asset Class Value Cash 6.42% Equity 93.58% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 21 | ICICIBANK9% ₹1,112 Cr 7,951,967 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK9% ₹1,047 Cr 11,005,258 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 23 | BHARTIARTL6% ₹782 Cr 4,138,784 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | BAJFINANCE6% ₹779 Cr 8,872,088 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 24 | 5433206% ₹726 Cr 23,117,495
↑ 1,019,191 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB5% ₹603 Cr 983,954 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 22 | CHOLAFIN5% ₹570 Cr 4,014,437 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 24 | INDIGO4% ₹530 Cr 939,076
↑ 47,899 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Sep 22 | APOLLOHOSP4% ₹490 Cr 644,223
↑ 80,269 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND4% ₹476 Cr 1,561,988
Fincash.com-ൽ ആജീവനാന്ത സൗജന്യ നിക്ഷേപ അക്കൗണ്ട് തുറക്കുക.
നിങ്ങളുടെ രജിസ്ട്രേഷനും KYC പ്രക്രിയയും പൂർത്തിയാക്കുക
രേഖകൾ അപ്ലോഡ് ചെയ്യുക (പാൻ, ആധാർ മുതലായവ).കൂടാതെ, നിങ്ങൾ നിക്ഷേപിക്കാൻ തയ്യാറാണ്!
Research Highlights for Axis Mid Cap Fund