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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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 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 (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 Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Sharpe Ratio Axis Mid Cap Fund Growth ₹122.55
↑ 0.29 ₹33,803 6.3 9.1 8.5 17.4 13.7 1 -0.06 Axis Long Term Equity Fund Growth ₹99.4566
↑ 0.23 ₹31,869 6.7 3.4 3.9 11.7 7.5 4.4 -0.43 Axis Focused 25 Fund Growth ₹56.82
↑ 0.17 ₹11,078 10 6.9 4 10.5 5.7 2.5 -0.52 Axis Bluechip Fund Growth ₹61.61
↑ 0.07 ₹30,913 6.9 0.9 3 10.2 7.2 6.3 -0.57 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Aug 26 Note: Ratio's shown as on 30 Jun 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 (₹33,803 Cr). Upper mid AUM (₹31,869 Cr). Bottom quartile AUM (₹11,078 Cr). Lower mid AUM (₹30,913 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: 13.70% (top quartile). 5Y return: 7.46% (upper mid). 5Y return: 5.72% (bottom quartile). 5Y return: 7.18% (lower mid). Point 6 3Y return: 17.38% (top quartile). 3Y return: 11.71% (upper mid). 3Y return: 10.45% (lower mid). 3Y return: 10.17% (bottom quartile). Point 7 1Y return: 8.54% (top quartile). 1Y return: 3.95% (lower mid). 1Y return: 3.95% (upper mid). 1Y return: 3.01% (bottom quartile). Point 8 Alpha: 0.00 (top quartile). Alpha: -1.85 (lower mid). Alpha: -3.54 (bottom quartile). Alpha: -1.19 (upper mid). Point 9 Sharpe: -0.06 (top quartile). Sharpe: -0.43 (upper mid). Sharpe: -0.52 (lower mid). Sharpe: -0.57 (bottom quartile). Point 10 Information ratio: 0.00 (top quartile). Information ratio: -0.55 (lower mid). Information ratio: -0.78 (bottom quartile). Information ratio: -0.48 (upper mid). Axis Mid Cap Fund
Axis Long Term Equity Fund
Axis Focused 25 Fund
Axis Bluechip Fund
ആസ്തി >= 200 കോടി & അടുക്കി3 വർഷംസിഎജിആർ മടങ്ങുന്നു.1. Axis Mid Cap Fund
Axis Mid Cap Fund
Growth Launch Date 18 Feb 11 NAV (05 Aug 26) ₹122.55 ↑ 0.29 (0.24 %) Net Assets (Cr) ₹33,803 on 30 Jun 26 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 1.57 Sharpe Ratio -0.06 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 21 ₹10,000 31 Jul 22 ₹10,416 31 Jul 23 ₹11,996 31 Jul 24 ₹17,557 31 Jul 25 ₹17,727 31 Jul 26 ₹18,987 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Aug 26 Duration Returns 1 Month 2.7% 3 Month 6.3% 6 Month 9.1% 1 Year 8.5% 3 Year 17.4% 5 Year 13.7% 10 Year 15 Year Since launch 17.6% 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 9.69 Yr. Nitin Arora 3 Aug 23 2.99 Yr. Krishnaa N 1 Mar 24 2.42 Yr. Data below for Axis Mid Cap Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Consumer Cyclical 20.28% Financial Services 17.48% Industrials 17.48% Health Care 10.56% Basic Materials 7.34% Technology 4.46% Real Estate 2.58% Consumer Defensive 2.31% Communication Services 2.11% Utility 1.29% Energy 0.93% Asset Allocation
Asset Class Value Cash 6.54% Equity 93.31% Debt 0.15% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Nifty July 2026 Future
- | -6% ₹2,192 Cr 912,795
↑ 912,795 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 23 | FEDERALBNK4% ₹1,437 Cr 43,536,421 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 22 | 5328434% ₹1,198 Cr 12,522,385 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222753% ₹908 Cr 1,836,908
↓ -13,258 Apar Industries Ltd (Industrials)
Equity, Since 30 Nov 23 | APARINDS2% ₹820 Cr 522,756 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 5008502% ₹737 Cr 10,324,632 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 May 22 | 5031002% ₹698 Cr 3,580,468 Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Jun 23 | SOLARINDS2% ₹696 Cr 372,310 Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | SCHAEFFLER2% ₹684 Cr 1,633,472
↓ -130,000 Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | 5244942% ₹681 Cr 4,005,425 2. Axis Long Term Equity Fund
Axis Long Term Equity Fund
Growth Launch Date 29 Dec 09 NAV (05 Aug 26) ₹99.4566 ↑ 0.23 (0.23 %) Net Assets (Cr) ₹31,869 on 30 Jun 26 Category Equity - ELSS AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.52 Sharpe Ratio -0.43 Information Ratio -0.55 Alpha Ratio -1.85 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Jul 21 ₹10,000 31 Jul 22 ₹9,754 31 Jul 23 ₹10,565 31 Jul 24 ₹14,112 31 Jul 25 ₹14,162 31 Jul 26 ₹14,467 Returns for Axis Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Aug 26 Duration Returns 1 Month 3.4% 3 Month 6.7% 6 Month 3.4% 1 Year 3.9% 3 Year 11.7% 5 Year 7.5% 10 Year 15 Year Since launch 14.8% 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 2.99 Yr. Ashish Naik 3 Aug 23 2.99 Yr. Data below for Axis Long Term Equity Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Financial Services 32.55% Consumer Cyclical 17.09% Industrials 12.01% Basic Materials 10.79% Health Care 9.55% Communication Services 4.2% Technology 4.02% Energy 3.43% Consumer Defensive 1.65% Utility 1.32% Real Estate 1.14% Asset Allocation
Asset Class Value Cash 2.26% Equity 97.74% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | ICICIBANK8% ₹2,466 Cr 17,933,863 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK6% ₹1,977 Cr 24,773,379
↑ 1,707,053 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 23 | BHARTIARTL4% ₹1,338 Cr 7,224,247 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000344% ₹1,247 Cr 12,411,196
↑ 255,926 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 23 | LT3% ₹971 Cr 2,343,559 State Bank of India (Financial Services)
Equity, Since 29 Feb 24 | SBIN3% ₹942 Cr 9,175,449
↓ -223,620 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | ETERNAL3% ₹900 Cr 34,024,411 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND3% ₹866 Cr 5,438,488 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 24 | RELIANCE3% ₹834 Cr 6,447,294
↓ -1,472,546 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M3% ₹822 Cr 2,679,147 3. Axis Focused 25 Fund
Axis Focused 25 Fund
Growth Launch Date 29 Jun 12 NAV (05 Aug 26) ₹56.82 ↑ 0.17 (0.30 %) Net Assets (Cr) ₹11,078 on 30 Jun 26 Category Equity - Focused AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.73 Sharpe Ratio -0.52 Information Ratio -0.78 Alpha Ratio -3.54 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 21 ₹10,000 31 Jul 22 ₹9,734 31 Jul 23 ₹10,124 31 Jul 24 ₹12,844 31 Jul 25 ₹13,065 31 Jul 26 ₹13,272 Returns for Axis Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Aug 26 Duration Returns 1 Month 5.2% 3 Month 10% 6 Month 6.9% 1 Year 4% 3 Year 10.5% 5 Year 5.7% 10 Year 15 Year Since launch 13.1% 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 2.5 Yr. Krishnaa N 1 Mar 24 2.42 Yr. Data below for Axis Focused 25 Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Financial Services 33.36% Consumer Cyclical 19.21% Industrials 19.1% Health Care 10.24% Utility 2.79% Communication Services 2.59% Energy 2.43% Basic Materials 2.12% Consumer Defensive 1.95% Asset Allocation
Asset Class Value Cash 6.22% Equity 93.78% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 21 | ICICIBANK8% ₹887 Cr 6,447,263 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 24 | ETERNAL6% ₹685 Cr 25,903,009 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 22 | CHOLAFIN5% ₹595 Cr 3,323,446
↑ 122,759 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000345% ₹586 Cr 5,834,603
↑ 809,400 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Sep 22 | APOLLOHOSP5% ₹580 Cr 668,123 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB5% ₹555 Cr 843,385 State Bank of India (Financial Services)
Equity, Since 31 Jan 26 | SBIN4% ₹473 Cr 4,604,580 Apar Industries Ltd (Industrials)
Equity, Since 31 Aug 24 | APARINDS4% ₹463 Cr 294,766
↑ 9,300 PB Fintech Ltd (Financial Services)
Equity, Since 31 Jul 24 | POLICYBZR4% ₹404 Cr 2,480,589 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 24 | INDIGO4% ₹402 Cr 748,246
↑ 21,927 4. Axis Bluechip Fund
Axis Bluechip Fund
Growth Launch Date 5 Jan 10 NAV (05 Aug 26) ₹61.61 ↑ 0.07 (0.11 %) Net Assets (Cr) ₹30,913 on 30 Jun 26 Category Equity - Large Cap AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 0.68 Sharpe Ratio -0.57 Information Ratio -0.48 Alpha Ratio -1.19 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 21 ₹10,000 31 Jul 22 ₹10,182 31 Jul 23 ₹11,028 31 Jul 24 ₹14,151 31 Jul 25 ₹14,177 31 Jul 26 ₹14,358 Returns for Axis Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Aug 26 Duration Returns 1 Month 2.8% 3 Month 6.9% 6 Month 0.9% 1 Year 3% 3 Year 10.2% 5 Year 7.2% 10 Year 15 Year Since launch 11.6% 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 9.69 Yr. Jayesh Sundar 4 Nov 24 1.74 Yr. Krishnaa N 1 Mar 24 2.42 Yr. Data below for Axis Bluechip Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Financial Services 34.99% Consumer Cyclical 17.18% Health Care 10.95% Industrials 10.89% Basic Materials 5.43% Communication Services 4.7% Consumer Defensive 4.52% Technology 3.96% Energy 3.86% Utility 0.02% Asset Allocation
Asset Class Value Cash 1.92% Equity 97.96% Debt 0.11% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK10% ₹2,976 Cr 21,643,274
↑ 18,136 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK8% ₹2,429 Cr 30,442,713
↑ 1,361,510 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 21 | LT5% ₹1,538 Cr 3,712,749 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 5000345% ₹1,457 Cr 14,497,203
↑ 2,035,292 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL5% ₹1,440 Cr 7,775,267 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE4% ₹1,166 Cr 9,010,033
↓ -1,834,245 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | 5322154% ₹1,162 Cr 8,638,255
↑ 683,098 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M3% ₹1,068 Cr 3,480,057 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | ETERNAL3% ₹1,064 Cr 40,221,487
↑ 7,079,772 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK3% ₹937 Cr 23,877,304
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നിങ്ങളുടെ രജിസ്ട്രേഷനും KYC പ്രക്രിയയും പൂർത്തിയാക്കുക
രേഖകൾ അപ്ലോഡ് ചെയ്യുക (പാൻ, ആധാർ മുതലായവ).കൂടാതെ, നിങ്ങൾ നിക്ഷേപിക്കാൻ തയ്യാറാണ്!
Research Highlights for Axis Mid Cap Fund