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ആക്സിസ് മ്യൂച്വൽ ഫണ്ടിന്റെ 4 മികച്ച ഇക്വിറ്റി ഫണ്ടുകൾ 2022

Updated on August 3, 2026 , 45239 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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Axis-MF

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

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2025 (%)Sharpe Ratio
Axis Mid Cap Fund Growth ₹122.55
↑ 0.29
₹33,8036.39.18.517.413.71-0.06
Axis Long Term Equity Fund Growth ₹99.4566
↑ 0.23
₹31,8696.73.43.911.77.54.4-0.43
Axis Focused 25 Fund Growth ₹56.82
↑ 0.17
₹11,078106.9410.55.72.5-0.52
Axis Bluechip Fund Growth ₹61.61
↑ 0.07
₹30,9136.90.9310.27.26.3-0.57
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

CommentaryAxis Mid Cap FundAxis Long Term Equity FundAxis Focused 25 FundAxis Bluechip Fund
Point 1Highest AUM (₹33,803 Cr).Upper mid AUM (₹31,869 Cr).Bottom quartile AUM (₹11,078 Cr).Lower mid AUM (₹30,913 Cr).
Point 2Established history (15+ yrs).Oldest track record among peers (16 yrs).Established history (14+ yrs).Established history (16+ yrs).
Point 3Rating: 1★ (bottom quartile).Rating: 3★ (upper mid).Top rated.Rating: 2★ (lower mid).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 13.70% (top quartile).5Y return: 7.46% (upper mid).5Y return: 5.72% (bottom quartile).5Y return: 7.18% (lower mid).
Point 63Y return: 17.38% (top quartile).3Y return: 11.71% (upper mid).3Y return: 10.45% (lower mid).3Y return: 10.17% (bottom quartile).
Point 71Y return: 8.54% (top quartile).1Y return: 3.95% (lower mid).1Y return: 3.95% (upper mid).1Y return: 3.01% (bottom quartile).
Point 8Alpha: 0.00 (top quartile).Alpha: -1.85 (lower mid).Alpha: -3.54 (bottom quartile).Alpha: -1.19 (upper mid).
Point 9Sharpe: -0.06 (top quartile).Sharpe: -0.43 (upper mid).Sharpe: -0.52 (lower mid).Sharpe: -0.57 (bottom quartile).
Point 10Information 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

  • Highest AUM (₹33,803 Cr).
  • Established history (15+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 13.70% (top quartile).
  • 3Y return: 17.38% (top quartile).
  • 1Y return: 8.54% (top quartile).
  • Alpha: 0.00 (top quartile).
  • Sharpe: -0.06 (top quartile).
  • Information ratio: 0.00 (top quartile).

Axis Long Term Equity Fund

  • Upper mid AUM (₹31,869 Cr).
  • Oldest track record among peers (16 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 7.46% (upper mid).
  • 3Y return: 11.71% (upper mid).
  • 1Y return: 3.95% (lower mid).
  • Alpha: -1.85 (lower mid).
  • Sharpe: -0.43 (upper mid).
  • Information ratio: -0.55 (lower mid).

Axis Focused 25 Fund

  • Bottom quartile AUM (₹11,078 Cr).
  • Established history (14+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 5.72% (bottom quartile).
  • 3Y return: 10.45% (lower mid).
  • 1Y return: 3.95% (upper mid).
  • Alpha: -3.54 (bottom quartile).
  • Sharpe: -0.52 (lower mid).
  • Information ratio: -0.78 (bottom quartile).

Axis Bluechip Fund

  • Lower mid AUM (₹30,913 Cr).
  • Established history (16+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 7.18% (lower mid).
  • 3Y return: 10.17% (bottom quartile).
  • 1Y return: 3.01% (bottom quartile).
  • Alpha: -1.19 (upper mid).
  • Sharpe: -0.57 (bottom quartile).
  • Information ratio: -0.48 (upper 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 (₹33,803 Cr).
  • Established history (15+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 13.70% (top quartile).
  • 3Y return: 17.38% (top quartile).
  • 1Y return: 8.54% (top quartile).
  • Alpha: 0.00 (top quartile).
  • Sharpe: -0.06 (top quartile).
  • Information ratio: 0.00 (top quartile).

Below is the key information for 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.

DateValue
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

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 ₹426,080.
Net Profit of ₹126,080
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 5 Aug 26

DurationReturns
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
YearReturns
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
NameSinceTenure
Shreyash Devalkar23 Nov 169.69 Yr.
Nitin Arora3 Aug 232.99 Yr.
Krishnaa N1 Mar 242.42 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical20.28%
Financial Services17.48%
Industrials17.48%
Health Care10.56%
Basic Materials7.34%
Technology4.46%
Real Estate2.58%
Consumer Defensive2.31%
Communication Services2.11%
Utility1.29%
Energy0.93%
Asset Allocation
Asset ClassValue
Cash6.54%
Equity93.31%
Debt0.15%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Nifty July 2026 Future
- | -
6%₹2,192 Cr912,795
↑ 912,795
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 23 | FEDERALBNK
4%₹1,437 Cr43,536,421
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 22 | 532843
4%₹1,198 Cr12,522,385
GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 522275
3%₹908 Cr1,836,908
↓ -13,258
Apar Industries Ltd (Industrials)
Equity, Since 30 Nov 23 | APARINDS
2%₹820 Cr522,756
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 500850
2%₹737 Cr10,324,632
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 May 22 | 503100
2%₹698 Cr3,580,468
Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Jun 23 | SOLARINDS
2%₹696 Cr372,310
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | SCHAEFFLER
2%₹684 Cr1,633,472
↓ -130,000
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | 524494
2%₹681 Cr4,005,425

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 (₹31,869 Cr).
  • Oldest track record among peers (16 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 7.46% (upper mid).
  • 3Y return: 11.71% (upper mid).
  • 1Y return: 3.95% (lower mid).
  • Alpha: -1.85 (lower mid).
  • Sharpe: -0.43 (upper mid).
  • Information ratio: -0.55 (lower mid).

Below is the key information for 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.

DateValue
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

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 ₹367,070.
Net Profit of ₹67,070
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 5 Aug 26

DurationReturns
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
YearReturns
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
NameSinceTenure
Shreyash Devalkar4 Aug 232.99 Yr.
Ashish Naik3 Aug 232.99 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services32.55%
Consumer Cyclical17.09%
Industrials12.01%
Basic Materials10.79%
Health Care9.55%
Communication Services4.2%
Technology4.02%
Energy3.43%
Consumer Defensive1.65%
Utility1.32%
Real Estate1.14%
Asset Allocation
Asset ClassValue
Cash2.26%
Equity97.74%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | ICICIBANK
8%₹2,466 Cr17,933,863
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
6%₹1,977 Cr24,773,379
↑ 1,707,053
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 23 | BHARTIARTL
4%₹1,338 Cr7,224,247
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
4%₹1,247 Cr12,411,196
↑ 255,926
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 23 | LT
3%₹971 Cr2,343,559
State Bank of India (Financial Services)
Equity, Since 29 Feb 24 | SBIN
3%₹942 Cr9,175,449
↓ -223,620
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | ETERNAL
3%₹900 Cr34,024,411
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND
3%₹866 Cr5,438,488
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 24 | RELIANCE
3%₹834 Cr6,447,294
↓ -1,472,546
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M
3%₹822 Cr2,679,147

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 (₹11,078 Cr).
  • Established history (14+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 5.72% (bottom quartile).
  • 3Y return: 10.45% (lower mid).
  • 1Y return: 3.95% (upper mid).
  • Alpha: -3.54 (bottom quartile).
  • Sharpe: -0.52 (lower mid).
  • Information ratio: -0.78 (bottom quartile).

Below is the key information for 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.

DateValue
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

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 ₹349,120.
Net Profit of ₹49,120
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 5 Aug 26

DurationReturns
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
YearReturns
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
NameSinceTenure
Sachin Relekar1 Feb 242.5 Yr.
Krishnaa N1 Mar 242.42 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services33.36%
Consumer Cyclical19.21%
Industrials19.1%
Health Care10.24%
Utility2.79%
Communication Services2.59%
Energy2.43%
Basic Materials2.12%
Consumer Defensive1.95%
Asset Allocation
Asset ClassValue
Cash6.22%
Equity93.78%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 21 | ICICIBANK
8%₹887 Cr6,447,263
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 24 | ETERNAL
6%₹685 Cr25,903,009
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 22 | CHOLAFIN
5%₹595 Cr3,323,446
↑ 122,759
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
5%₹586 Cr5,834,603
↑ 809,400
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Sep 22 | APOLLOHOSP
5%₹580 Cr668,123
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB
5%₹555 Cr843,385
State Bank of India (Financial Services)
Equity, Since 31 Jan 26 | SBIN
4%₹473 Cr4,604,580
Apar Industries Ltd (Industrials)
Equity, Since 31 Aug 24 | APARINDS
4%₹463 Cr294,766
↑ 9,300
PB Fintech Ltd (Financial Services)
Equity, Since 31 Jul 24 | POLICYBZR
4%₹404 Cr2,480,589
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 24 | INDIGO
4%₹402 Cr748,246
↑ 21,927

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 (₹30,913 Cr).
  • Established history (16+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 7.18% (lower mid).
  • 3Y return: 10.17% (bottom quartile).
  • 1Y return: 3.01% (bottom quartile).
  • Alpha: -1.19 (upper mid).
  • Sharpe: -0.57 (bottom quartile).
  • Information ratio: -0.48 (upper mid).

Below is the key information for 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.

DateValue
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

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 ₹367,070.
Net Profit of ₹67,070
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 5 Aug 26

DurationReturns
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
YearReturns
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
NameSinceTenure
Shreyash Devalkar23 Nov 169.69 Yr.
Jayesh Sundar4 Nov 241.74 Yr.
Krishnaa N1 Mar 242.42 Yr.

Data below for Axis Bluechip Fund as on 30 Jun 26

Equity Sector Allocation
SectorValue
Financial Services34.99%
Consumer Cyclical17.18%
Health Care10.95%
Industrials10.89%
Basic Materials5.43%
Communication Services4.7%
Consumer Defensive4.52%
Technology3.96%
Energy3.86%
Utility0.02%
Asset Allocation
Asset ClassValue
Cash1.92%
Equity97.96%
Debt0.11%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
10%₹2,976 Cr21,643,274
↑ 18,136
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
8%₹2,429 Cr30,442,713
↑ 1,361,510
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 21 | LT
5%₹1,538 Cr3,712,749
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 500034
5%₹1,457 Cr14,497,203
↑ 2,035,292
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL
5%₹1,440 Cr7,775,267
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE
4%₹1,166 Cr9,010,033
↓ -1,834,245
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | 532215
4%₹1,162 Cr8,638,255
↑ 683,098
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M
3%₹1,068 Cr3,480,057
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | ETERNAL
3%₹1,064 Cr40,221,487
↑ 7,079,772
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK
3%₹937 Cr23,877,304

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