ആക്സിസ് മ്യൂച്വൽ ഫണ്ടിന്റെ 4 മികച്ച ഇക്വിറ്റി ഫണ്ടുകൾ 2022

Updated on August 31, 2025 , 44531 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 (%)	2024 (%)	Sharpe Ratio
Axis Mid Cap Fund Growth	₹113.11 ↓ -0.10	₹31,384	2.4	19.9	-0.6	17.9	22	30	-0.21
Axis Long Term Equity Fund Growth	₹95.7237 ↓ -0.13	₹35,172	0.9	13.5	-1.4	11.5	15.1	17.4	-0.36
Axis Bluechip Fund Growth	₹59.94 ↓ -0.15	₹33,360	0.7	11.2	-2.4	10.6	13.9	13.7	-0.39
Axis Focused 25 Fund Growth	₹54.47 ↓ -0.12	₹12,585	0.4	14.6	-1.7	8.9	12.8	14.8	-0.23
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Sep 25
Note: Ratio's shown as on 31 Jul 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 (₹31,384 Cr).	Highest AUM (₹35,172 Cr).	Upper mid AUM (₹33,360 Cr).	Bottom quartile AUM (₹12,585 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: 22.01% (top quartile).	5Y return: 15.06% (upper mid).	5Y return: 13.93% (lower mid).	5Y return: 12.81% (bottom quartile).
Point 6	3Y return: 17.93% (top quartile).	3Y return: 11.51% (upper mid).	3Y return: 10.55% (lower mid).	3Y return: 8.87% (bottom quartile).
Point 7	1Y return: -0.55% (top quartile).	1Y return: -1.42% (upper mid).	1Y return: -2.36% (bottom quartile).	1Y return: -1.68% (lower mid).
Point 8	Alpha: 0.00 (bottom quartile).	Alpha: 1.08 (upper mid).	Alpha: 0.28 (lower mid).	Alpha: 3.17 (top quartile).
Point 9	Sharpe: -0.21 (top quartile).	Sharpe: -0.36 (lower mid).	Sharpe: -0.39 (bottom quartile).	Sharpe: -0.23 (upper mid).
Point 10	Information ratio: 0.00 (top quartile).	Information ratio: -0.67 (upper mid).	Information ratio: -1.09 (lower mid).	Information ratio: -1.12 (bottom quartile).

Axis Mid Cap Fund

Lower mid AUM (₹31,384 Cr).
Established history (14+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 22.01% (top quartile).
3Y return: 17.93% (top quartile).
1Y return: -0.55% (top quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.21 (top quartile).
Information ratio: 0.00 (top quartile).

Axis Long Term Equity Fund

Highest AUM (₹35,172 Cr).
Oldest track record among peers (15 yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 15.06% (upper mid).
3Y return: 11.51% (upper mid).
1Y return: -1.42% (upper mid).
Alpha: 1.08 (upper mid).
Sharpe: -0.36 (lower mid).
Information ratio: -0.67 (upper mid).

Axis Bluechip Fund

Upper mid AUM (₹33,360 Cr).
Established history (15+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 13.93% (lower mid).
3Y return: 10.55% (lower mid).
1Y return: -2.36% (bottom quartile).
Alpha: 0.28 (lower mid).
Sharpe: -0.39 (bottom quartile).
Information ratio: -1.09 (lower mid).

Axis Focused 25 Fund

Bottom quartile AUM (₹12,585 Cr).
Established history (13+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 12.81% (bottom quartile).
3Y return: 8.87% (bottom quartile).
1Y return: -1.68% (lower mid).
Alpha: 3.17 (top quartile).
Sharpe: -0.23 (upper mid).
Information ratio: -1.12 (bottom quartile).

*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

Lower mid AUM (₹31,384 Cr).
Established history (14+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 22.01% (top quartile).
3Y return: 17.93% (top quartile).
1Y return: -0.55% (top quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.21 (top quartile).
Information ratio: 0.00 (top quartile).
Higher exposure to Consumer Cyclical vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~92%).
Largest holding Fortis Healthcare Ltd (~3.6%).

Below is the key information for Axis Mid Cap Fund

Axis Mid Cap Fund Growth
Launch Date	18 Feb 11
NAV (02 Sep 25)	₹113.11 ↓ -0.10 (-0.09 %)
Net Assets (Cr)	₹31,384 on 31 Jul 25
Category	Equity - Mid Cap
AMC	Axis Asset Management Company Limited
Rating	☆
Risk	Moderately High
Expense Ratio	1.57
Sharpe Ratio	-0.21
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 Aug 20	₹10,000
31 Aug 21	₹16,422
31 Aug 22	₹16,836
31 Aug 23	₹19,084
31 Aug 24	₹27,738
31 Aug 25	₹27,161

Axis Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691 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 2 Sep 25

Duration	Returns
1 Month	1.3%
3 Month	2.4%
6 Month	19.9%
1 Year	-0.6%
3 Year	17.9%
5 Year	22%
10 Year
15 Year
Since launch	18.2%

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 Jul 25

Equity Sector Allocation

Sector	Value
Consumer Cyclical	19.93%
Industrials	15.82%
Financial Services	14.76%
Basic Materials	11.74%
Health Care	10.99%
Technology	9.63%
Communication Services	3.37%
Real Estate	3.19%
Utility	1.23%
Energy	0.78%
Consumer Defensive	0.35%

Asset Allocation

Asset Class	Value
Cash	8.2%
Equity	91.8%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Fortis Healthcare Ltd (Healthcare) Equity, Since 31 Mar 22 \| 532843	4%	₹1,140 Cr	13,299,371
Coromandel International Ltd (Basic Materials) Equity, Since 30 Jun 20 \| 506395	3%	₹977 Cr	3,631,743 ↓ -261,741
JK Cement Ltd (Basic Materials) Equity, Since 31 Jan 20 \| JKCEMENT	3%	₹812 Cr	1,219,314
Indian Hotels Co Ltd (Consumer Cyclical) Equity, Since 31 Oct 20 \| 500850	3%	₹801 Cr	10,812,201 ↓ -64,151
Bharti Hexacom Ltd (Communication Services) Equity, Since 30 Apr 24 \| BHARTIHEXA	2%	₹760 Cr	4,111,208
Dixon Technologies (India) Ltd (Technology) Equity, Since 31 Oct 23 \| DIXON	2%	₹675 Cr	400,710 ↑ 47,840
UNO Minda Ltd (Consumer Cyclical) Equity, Since 31 Aug 21 \| UNOMINDA	2%	₹659 Cr	6,323,784
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| 522275	2%	₹656 Cr	2,405,756
The Federal Bank Ltd (Financial Services) Equity, Since 31 Mar 23 \| FEDERALBNK	2%	₹649 Cr	32,060,601
PI Industries Ltd (Basic Materials) Equity, Since 31 Mar 19 \| PIIND	2%	₹646 Cr	1,518,915

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

Highest AUM (₹35,172 Cr).
Oldest track record among peers (15 yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 15.06% (upper mid).
3Y return: 11.51% (upper mid).
1Y return: -1.42% (upper mid).
Alpha: 1.08 (upper mid).
Sharpe: -0.36 (lower mid).
Information ratio: -0.67 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding HDFC Bank Ltd (~8.5%).

Below is the key information for Axis Long Term Equity Fund

Axis Long Term Equity Fund Growth
Launch Date	29 Dec 09
NAV (02 Sep 25)	₹95.7237 ↓ -0.13 (-0.13 %)
Net Assets (Cr)	₹35,172 on 31 Jul 25
Category	Equity - ELSS
AMC	Axis Asset Management Company Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.52
Sharpe Ratio	-0.36
Information Ratio	-0.67
Alpha Ratio	1.08
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
31 Aug 20	₹10,000
31 Aug 21	₹15,933
31 Aug 22	₹14,816
31 Aug 23	₹15,107
31 Aug 24	₹20,830
31 Aug 25	₹20,356

Axis Long Term Equity Fund SIP 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 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 2 Sep 25

Duration	Returns
1 Month	0.7%
3 Month	0.9%
6 Month	13.5%
1 Year	-1.4%
3 Year	11.5%
5 Year	15.1%
10 Year
15 Year
Since launch	15.5%

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 Jul 25

Equity Sector Allocation

Sector	Value
Financial Services	30.08%
Consumer Cyclical	14.4%
Industrials	10.94%
Health Care	9.41%
Basic Materials	8.25%
Technology	7.59%
Consumer Defensive	5.28%
Communication Services	5.23%
Utility	2.91%
Energy	2.16%
Real Estate	1.16%

Asset Allocation

Asset Class	Value
Cash	2.58%
Equity	97.42%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| HDFCBANK	8%	₹2,990 Cr	14,812,930 ↓ -371,245
ICICI Bank Ltd (Financial Services) Equity, Since 31 Dec 23 \| ICICIBANK	6%	₹2,277 Cr	15,370,693 ↑ 235,516
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 23 \| BHARTIARTL	4%	₹1,504 Cr	7,858,003
Bajaj Finance Ltd (Financial Services) Equity, Since 30 Sep 16 \| 500034	4%	₹1,435 Cr	16,282,910
Infosys Ltd (Technology) Equity, Since 31 May 24 \| INFY	3%	₹1,100 Cr	7,289,065 ↑ 682,570
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Jul 23 \| 543320	3%	₹1,000 Cr	32,486,733 ↓ -2,206,066
Torrent Power Ltd (Utilities) Equity, Since 30 Jun 13 \| 532779	3%	₹946 Cr	7,218,270 ↓ -339,259
Tata Consultancy Services Ltd (Technology) Equity, Since 30 Apr 17 \| TCS	3%	₹942 Cr	3,103,260
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Apr 22 \| M&M	2%	₹862 Cr	2,691,868
UltraTech Cement Ltd (Basic Materials) Equity, Since 30 Apr 24 \| 532538	2%	₹787 Cr	642,367

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.

Research Highlights for Axis Bluechip Fund

Upper mid AUM (₹33,360 Cr).
Established history (15+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 13.93% (lower mid).
3Y return: 10.55% (lower mid).
1Y return: -2.36% (bottom quartile).
Alpha: 0.28 (lower mid).
Sharpe: -0.39 (bottom quartile).
Information ratio: -1.09 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
High-quality debt (AAA/AA ~100%).
Largest holding HDFC Bank Ltd (~9.8%).

Below is the key information for Axis Bluechip Fund

Axis Bluechip Fund Growth
Launch Date	5 Jan 10
NAV (02 Sep 25)	₹59.94 ↓ -0.15 (-0.25 %)
Net Assets (Cr)	₹33,360 on 31 Jul 25
Category	Equity - Large Cap
AMC	Axis Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	0.68
Sharpe Ratio	-0.39
Information Ratio	-1.09
Alpha Ratio	0.28
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 Aug 20	₹10,000
31 Aug 21	₹15,062
31 Aug 22	₹14,518
31 Aug 23	₹14,896
31 Aug 24	₹19,961
31 Aug 25	₹19,382

Axis Bluechip Fund SIP 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 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 2 Sep 25

Duration	Returns
1 Month	0.7%
3 Month	0.7%
6 Month	11.2%
1 Year	-2.4%
3 Year	10.6%
5 Year	13.9%
10 Year
15 Year
Since launch	12.1%

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 Jul 25

Equity Sector Allocation

Sector	Value
Financial Services	31.73%
Consumer Cyclical	14.77%
Industrials	9.59%
Technology	8.09%
Health Care	7.03%
Communication Services	6.46%
Energy	6.28%
Basic Materials	5.1%
Consumer Defensive	4.56%
Utility	2.07%
Real Estate	0.25%

Asset Allocation

Asset Class	Value
Cash	3.49%
Equity	95.93%
Debt	0.58%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| HDFCBANK	10%	₹3,273 Cr	16,218,538 ↓ -223,185
ICICI Bank Ltd (Financial Services) Equity, Since 30 Sep 18 \| ICICIBANK	9%	₹3,085 Cr	20,827,389 ↑ 1,017,596
Reliance Industries Ltd (Energy) Equity, Since 28 Feb 18 \| RELIANCE	6%	₹2,067 Cr	14,867,684 ↓ -705,233
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Nov 19 \| BHARTIARTL	5%	₹1,693 Cr	8,842,104 ↓ -879,351
Infosys Ltd (Technology) Equity, Since 31 Dec 17 \| INFY	5%	₹1,655 Cr	10,965,432 ↑ 1,977,772
Bajaj Finance Ltd (Financial Services) Equity, Since 31 Jul 17 \| 500034	5%	₹1,578 Cr	17,904,774 ↓ -381,056
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 23 \| 543320	4%	₹1,242 Cr	40,359,773 ↑ 7,144,518
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Nov 21 \| LT	4%	₹1,226 Cr	3,372,422 ↓ -169,914
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Nov 21 \| M&M	3%	₹1,100 Cr	3,433,611 ↓ -106,078
InterGlobe Aviation Ltd (Industrials) Equity, Since 31 May 23 \| INDIGO	3%	₹1,007 Cr	1,703,237 ↑ 189,349

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.

Research Highlights for Axis Focused 25 Fund

Bottom quartile AUM (₹12,585 Cr).
Established history (13+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 12.81% (bottom quartile).
3Y return: 8.87% (bottom quartile).
1Y return: -1.68% (lower mid).
Alpha: 3.17 (top quartile).
Sharpe: -0.23 (upper mid).
Information ratio: -1.12 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~93%).
Largest holding ICICI Bank Ltd (~9.4%).

Below is the key information for Axis Focused 25 Fund

Axis Focused 25 Fund Growth
Launch Date	29 Jun 12
NAV (02 Sep 25)	₹54.47 ↓ -0.12 (-0.22 %)
Net Assets (Cr)	₹12,585 on 31 Jul 25
Category	Equity - Focused
AMC	Axis Asset Management Company Limited
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.73
Sharpe Ratio	-0.23
Information Ratio	-1.12
Alpha Ratio	3.17
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 Aug 20	₹10,000
31 Aug 21	₹15,781
31 Aug 22	₹14,493
31 Aug 23	₹14,185
31 Aug 24	₹18,908
31 Aug 25	₹18,469

Axis Focused 25 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684 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 2 Sep 25

Duration	Returns
1 Month	0.2%
3 Month	0.4%
6 Month	14.6%
1 Year	-1.7%
3 Year	8.9%
5 Year	12.8%
10 Year
15 Year
Since launch	13.7%

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 Jul 25

Equity Sector Allocation

Sector	Value
Financial Services	33.92%
Consumer Cyclical	12.85%
Health Care	10.63%
Industrials	10.58%
Communication Services	8.61%
Technology	5.17%
Real Estate	3.58%
Basic Materials	3.56%
Utility	3.25%
Consumer Defensive	1.35%

Asset Allocation

Asset Class	Value
Cash	6.51%
Equity	93.49%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jul 21 \| ICICIBANK	9%	₹1,178 Cr	7,951,967 ↓ -632,900
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 23 \| HDFCBANK	9%	₹1,111 Cr	5,502,629
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Dec 23 \| BHARTIARTL	6%	₹792 Cr	4,138,784
Bajaj Finance Ltd (Financial Services) Equity, Since 30 Sep 16 \| 500034	6%	₹782 Cr	8,872,088 ↓ -227,762
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Jul 24 \| 543320	5%	₹680 Cr	22,098,304
Divi's Laboratories Ltd (Healthcare) Equity, Since 31 Jul 19 \| DIVISLAB	5%	₹649 Cr	983,954
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 31 Dec 22 \| CHOLAFIN	5%	₹579 Cr	4,014,437
InterGlobe Aviation Ltd (Industrials) Equity, Since 31 May 24 \| INDIGO	4%	₹527 Cr	891,177
PB Fintech Ltd (Financial Services) Equity, Since 31 Jul 24 \| 543390	4%	₹470 Cr	2,591,020
Prestige Estates Projects Ltd (Real Estate) Equity, Since 31 May 24 \| PRESTIGE	4%	₹450 Cr	2,767,025

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