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अॅक्सिस म्युच्युअल फंड 2022 द्वारे टॉप 4 सर्वोत्तम इक्विटी फंड | Fincash

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अॅक्सिस म्युच्युअल फंड 2022 द्वारे 4 सर्वोत्तम इक्विटी फंड

Updated on June 28, 2025 , 44428 views

तुम्हाला तुमच्या कुटुंबासाठी संपत्ती निर्माण करायची असेल किंवा तुमच्या मुलाच्या उच्च शिक्षणाची योजना करायची असेल, तरइक्विटी फंड द्वारेअॅक्सिस म्युच्युअल फंड गुंतवणूक करण्याचा सर्वोत्तम पर्याय आहे.

इक्विटी फंड हा एक प्रकार आहेम्युच्युअल फंड जे प्रामुख्याने इक्विटी आणि संबंधित साधनांमध्ये गुंतवणूक करते. दीर्घकालीन आर्थिक गरजा पूर्ण करण्यासाठी हे फंड एक चांगला पर्याय आहेत. या फंडांमध्ये दीर्घकाळासाठी उच्च परतावा देण्याची मोठी क्षमता आहे, म्हणूनच इक्विटी फंडांमध्ये किमान ३-५ वर्षे गुंतवणूक करण्याचा सल्ला दिला जातो. परंतु, इक्विटी फंड फक्त अशा गुंतवणूकदारांसाठी योग्य आहेत जे त्यांच्या गुंतवणुकीत उच्च जोखीम पत्करू शकतात.

या योजनेत गुंतवणूक करण्याची योजना असलेले गुंतवणूकदार खाली सूचीबद्ध टॉप ४ मधून निवडू शकतातसर्वोत्तम इक्विटी फंड अॅक्सिस म्युच्युअल फंड द्वारे. हे फंड एयूएम सारखे काही महत्त्वाचे पॅरामीटर्स हाती घेऊन शॉर्टलिस्ट केले गेले आहेत.नाही, मागील कामगिरी, सरासरी समवयस्क परतावा आणि इतर माहिती गुणोत्तर.

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Axis-MF

अॅक्सिस इक्विटी फंडात गुंतवणूक का करावी?

  • द्वारेगुंतवणूक इक्विटी फंडांमध्ये, घर/कार खरेदी करणे यासारखे दीर्घकालीन गुंतवणुकीची उद्दिष्टे आखू शकतात.निवृत्ती नियोजन, मुलाचे करिअर किंवा संपत्ती निर्माण करण्याइतकेच सोपे.

  • अॅक्सिस म्युच्युअल फंड एक योजना ऑफर करते जी तुम्हाला कर लाभांचा आनंद घेण्यास मदत करते. योजनेचे नाव आहे-अॅक्सिस लाँग टर्म इक्विटी फंड. या योजनेत गुंतवणूक करून त्यांची योजना करता येतेकर अंतर्गतकलम 80C याआयकर कायदा, १९६१.

  • अॅक्सिस म्युच्युअल फंडातील फंड व्यवस्थापकांना गुंतवणुकीचे निर्णय घेण्याचा समृद्ध अनुभव आहे. त्यांचा अनुभव तुम्हाला तुमची प्रगती करण्यास मदत करेलभांडवल दीर्घकालीन.

सर्वोत्कृष्ट अॅक्सिस इक्विटी म्युच्युअल फंड

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)Sharpe Ratio
Axis Mid Cap Fund Growth ₹115.54
↑ 0.55
₹30,50214.13.26.424.725.2300.26
Axis Long Term Equity Fund Growth ₹98.0429
↓ -0.06
₹35,3588.85.27.118.917.717.40.34
Axis Bluechip Fund Growth ₹61.59
↓ -0.17
₹33,4137.65.65.516.416.513.70.21
Axis Focused 25 Fund Growth ₹56.31
↑ 0.01
₹12,64410.36.1815.615.814.80.29
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Jun 25
Note: Ratio's shown as on 31 May 25
* आधारीत निधीची यादीमालमत्ता >= 200 कोटी & क्रमवारी लावली3 वर्षCAGR परतावा.

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.

Axis Mid Cap Fund is a Equity - Mid Cap fund was launched on 18 Feb 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.6% since its launch.  Ranked 41 in Mid Cap category.  Return for 2024 was 30% , 2023 was 29.6% and 2022 was -5.1% .

Below is the key information for Axis Mid Cap Fund

Axis Mid Cap Fund
Growth
Launch Date 18 Feb 11
NAV (30 Jun 25) ₹115.54 ↑ 0.55   (0.48 %)
Net Assets (Cr) ₹30,502 on 31 May 25
Category Equity - Mid Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.61
Sharpe Ratio 0.26
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
30 Jun 20₹10,000
30 Jun 21₹16,216
30 Jun 22₹15,891
30 Jun 23₹19,920
30 Jun 24₹28,937

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 ₹570,326.
Net Profit of ₹270,326
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 Jun 25

DurationReturns
1 Month 5%
3 Month 14.1%
6 Month 3.2%
1 Year 6.4%
3 Year 24.7%
5 Year 25.2%
10 Year
15 Year
Since launch 18.6%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Shreyash Devalkar23 Nov 168.53 Yr.
Nitin Arora3 Aug 231.83 Yr.
Krishnaa N1 Mar 241.25 Yr.

Data below for Axis Mid Cap Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Consumer Cyclical20.33%
Financial Services16.07%
Industrials14.41%
Basic Materials11.79%
Health Care11.28%
Technology10.87%
Real Estate3.32%
Communication Services3.09%
Utility1.33%
Energy1.15%
Consumer Defensive0.52%
Asset Allocation
Asset ClassValue
Cash5.85%
Equity94.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 22 | FORTIS
3%₹939 Cr13,299,371
Coromandel International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | COROMANDEL
3%₹891 Cr3,893,484
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | INDHOTEL
3%₹837 Cr10,876,352
↓ -445,817
Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Jun 23 | SOLARINDS
3%₹793 Cr492,728
↓ -12,514
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT
3%₹790 Cr1,401,483
Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA
2%₹753 Cr4,111,208
JK Cement Ltd (Basic Materials)
Equity, Since 31 Jan 20 | JKCEMENT
2%₹670 Cr1,219,314
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 23 | FEDERALBNK
2%₹638 Cr31,591,358
Coforge Ltd (Technology)
Equity, Since 31 May 20 | COFORGE
2%₹587 Cr686,235
↑ 118,658
PI Industries Ltd (Basic Materials)
Equity, Since 31 Mar 19 | PIIND
2%₹581 Cr1,518,915
↑ 177,723

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.

Axis Long Term Equity Fund is a Equity - ELSS fund was launched on 29 Dec 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.9% since its launch.  Ranked 20 in ELSS category.  Return for 2024 was 17.4% , 2023 was 22% and 2022 was -12% .

Below is the key information for Axis Long Term Equity Fund

Axis Long Term Equity Fund
Growth
Launch Date 29 Dec 09
NAV (30 Jun 25) ₹98.0429 ↓ -0.06   (-0.06 %)
Net Assets (Cr) ₹35,358 on 31 May 25
Category Equity - ELSS
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.55
Sharpe Ratio 0.34
Information Ratio -0.58
Alpha Ratio 2.24
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹15,358
30 Jun 22₹13,451
30 Jun 23₹16,398
30 Jun 24₹21,119

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 ₹470,047.
Net Profit of ₹170,047
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 Jun 25

DurationReturns
1 Month 3.4%
3 Month 8.8%
6 Month 5.2%
1 Year 7.1%
3 Year 18.9%
5 Year 17.7%
10 Year
15 Year
Since launch 15.9%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Shreyash Devalkar4 Aug 231.83 Yr.
Ashish Naik3 Aug 231.83 Yr.

Data below for Axis Long Term Equity Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services30.37%
Consumer Cyclical13.94%
Industrials10.57%
Health Care8.9%
Basic Materials7.83%
Technology7.55%
Communication Services5.21%
Consumer Defensive5.12%
Utility2.99%
Energy2.14%
Real Estate1.16%
Asset Allocation
Asset ClassValue
Cash4.09%
Equity95.91%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
8%₹2,953 Cr15,184,175
↓ -469,946
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | ICICIBANK
6%₹2,098 Cr14,512,640
↑ 348,069
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | BAJFINANCE
4%₹1,495 Cr1,628,291
↓ -39,028
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 23 | BHARTIARTL
4%₹1,459 Cr7,858,003
↓ -375,059
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS
3%₹1,075 Cr3,103,260
↓ -137,004
Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 13 | TORNTPOWER
3%₹1,059 Cr7,704,102
↓ -139,406
Infosys Ltd (Technology)
Equity, Since 31 May 24 | INFY
3%₹1,032 Cr6,606,495
↑ 432,359
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | 543320
2%₹827 Cr34,692,799
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M
2%₹801 Cr2,691,868
↓ -155,140
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND
2%₹784 Cr2,524,224

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.

Axis Bluechip Fund is a Equity - Large Cap fund was launched on 5 Jan 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.5% since its launch.  Ranked 58 in Large Cap category.  Return for 2024 was 13.7% , 2023 was 17.4% and 2022 was -5.7% .

Below is the key information for Axis Bluechip Fund

Axis Bluechip Fund
Growth
Launch Date 5 Jan 10
NAV (30 Jun 25) ₹61.59 ↓ -0.17   (-0.28 %)
Net Assets (Cr) ₹33,413 on 31 May 25
Category Equity - Large Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.55
Sharpe Ratio 0.21
Information Ratio -1.09
Alpha Ratio -1.07
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
30 Jun 20₹10,000
30 Jun 21₹14,608
30 Jun 22₹13,608
30 Jun 23₹15,950
30 Jun 24₹20,349

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 ₹458,689.
Net Profit of ₹158,689
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 Jun 25

DurationReturns
1 Month 3.4%
3 Month 7.6%
6 Month 5.6%
1 Year 5.5%
3 Year 16.4%
5 Year 16.5%
10 Year
15 Year
Since launch 12.5%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Shreyash Devalkar23 Nov 168.53 Yr.
Jayesh Sundar4 Nov 240.57 Yr.
Krishnaa N1 Mar 241.25 Yr.

Data below for Axis Bluechip Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services31.03%
Consumer Cyclical11.87%
Industrials7.9%
Technology7.26%
Communication Services6.89%
Health Care6.78%
Energy6.17%
Consumer Defensive6.14%
Basic Materials4.41%
Utility1.24%
Real Estate0.15%
Asset Allocation
Asset ClassValue
Cash5.66%
Equity94.34%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
9%₹3,014 Cr15,496,376
↓ -173,568
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
9%₹2,864 Cr19,809,793
↓ -700,957
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE
6%₹2,033 Cr14,309,157
↑ 2,231,559
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL
5%₹1,827 Cr9,844,353
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | BAJFINANCE
5%₹1,613 Cr1,756,495
Nifty June 2025 Future
- | -
4%₹1,436 Cr577,425
↑ 577,425
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY
4%₹1,273 Cr8,144,467
↑ 357,694
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 21 | LT
4%₹1,216 Cr3,309,210
↑ 515,758
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M
3%₹988 Cr3,317,434
State Bank of India (Financial Services)
Equity, Since 31 May 21 | SBIN
3%₹926 Cr11,402,835
↓ -1,809,583

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.

Axis Focused 25 Fund is a Equity - Focused fund was launched on 29 Jun 12. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.2% since its launch.  Ranked 7 in Focused category.  Return for 2024 was 14.8% , 2023 was 17.2% and 2022 was -14.5% .

Below is the key information for Axis Focused 25 Fund

Axis Focused 25 Fund
Growth
Launch Date 29 Jun 12
NAV (30 Jun 25) ₹56.31 ↑ 0.01   (0.02 %)
Net Assets (Cr) ₹12,644 on 31 May 25
Category Equity - Focused
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.69
Sharpe Ratio 0.29
Information Ratio -1.11
Alpha Ratio 1.47
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
30 Jun 20₹10,000
30 Jun 21₹15,243
30 Jun 22₹13,506
30 Jun 23₹15,535
30 Jun 24₹19,297

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 ₹447,579.
Net Profit of ₹147,579
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 Jun 25

DurationReturns
1 Month 3.9%
3 Month 10.3%
6 Month 6.1%
1 Year 8%
3 Year 15.6%
5 Year 15.8%
10 Year
15 Year
Since launch 14.2%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Sachin Relekar1 Feb 241.33 Yr.
Krishnaa N1 Mar 241.25 Yr.

Data below for Axis Focused 25 Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services35.5%
Consumer Cyclical10.31%
Industrials10.2%
Health Care9.99%
Communication Services8.96%
Technology5.79%
Basic Materials4.89%
Utility3.8%
Real Estate3.21%
Consumer Defensive1.26%
Asset Allocation
Asset ClassValue
Cash6.09%
Equity93.91%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 21 | ICICIBANK
10%₹1,241 Cr8,584,867
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
8%₹1,070 Cr5,502,629
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | BAJFINANCE
7%₹835 Cr909,985
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 23 | BHARTIARTL
6%₹768 Cr4,138,784
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
6%₹732 Cr2,113,502
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB
5%₹651 Cr983,954
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 22 | CHOLAFIN
5%₹647 Cr4,039,282
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND
5%₹618 Cr1,987,953
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 24 | 543320
4%₹527 Cr22,098,304
Torrent Power Ltd (Utilities)
Equity, Since 28 Feb 21 | TORNTPOWER
4%₹481 Cr3,499,383
↓ -148,063

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येथे प्रदान केलेली माहिती अचूक असल्याची खात्री करण्यासाठी सर्व प्रयत्न केले गेले आहेत. तथापि, डेटाच्या अचूकतेबद्दल कोणतीही हमी दिली जात नाही. कृपया कोणतीही गुंतवणूक करण्यापूर्वी योजना माहिती दस्तऐवजासह सत्यापित करा.
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