अॅक्सिस म्युच्युअल फंड 2022 द्वारे 4 सर्वोत्तम इक्विटी फंड

Updated on August 8, 2025 , 44501 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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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

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)	Sharpe Ratio
Axis Mid Cap Fund Growth	₹111.06 ↓ -1.17	₹32,069	7.8	6.8	3.4	18	22.3	30	0.07
Axis Long Term Equity Fund Growth	₹94.288 ↓ -1.13	₹36,258	2.7	3.3	1.6	11.6	15.5	17.4	0.09
Axis Bluechip Fund Growth	₹59.08 ↓ -0.58	₹34,374	1.1	2.6	1	10.2	14	13.7	-0.02
Axis Focused 25 Fund Growth	₹53.95 ↓ -0.62	₹13,025	3.2	5.3	2.5	8.9	13.3	14.8	0.15
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25
Note: Ratio's shown as on 30 Jun 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 (₹32,069 Cr).	Highest AUM (₹36,258 Cr).	Upper mid AUM (₹34,374 Cr).	Bottom quartile AUM (₹13,025 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: 22.34% (top quartile).	5Y return: 15.52% (upper mid).	5Y return: 13.97% (lower mid).	5Y return: 13.26% (bottom quartile).
Point 6	3Y return: 17.99% (top quartile).	3Y return: 11.61% (upper mid).	3Y return: 10.25% (lower mid).	3Y return: 8.88% (bottom quartile).
Point 7	1Y return: 3.41% (top quartile).	1Y return: 1.65% (lower mid).	1Y return: 1.01% (bottom quartile).	1Y return: 2.55% (upper mid).
Point 8	Alpha: 0.00 (lower mid).	Alpha: 1.15 (upper mid).	Alpha: -1.15 (bottom quartile).	Alpha: 2.19 (top quartile).
Point 9	Sharpe: 0.07 (lower mid).	Sharpe: 0.09 (upper mid).	Sharpe: -0.02 (bottom quartile).	Sharpe: 0.15 (top quartile).
Point 10	Information ratio: 0.00 (top quartile).	Information ratio: -0.49 (upper mid).	Information ratio: -1.08 (bottom quartile).	Information ratio: -1.01 (lower mid).

Axis Mid Cap Fund

Lower mid AUM (₹32,069 Cr).
Established history (14+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 22.34% (top quartile).
3Y return: 17.99% (top quartile).
1Y return: 3.41% (top quartile).
Alpha: 0.00 (lower mid).
Sharpe: 0.07 (lower mid).
Information ratio: 0.00 (top quartile).

Axis Long Term Equity Fund

Highest AUM (₹36,258 Cr).
Oldest track record among peers (15 yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 15.52% (upper mid).
3Y return: 11.61% (upper mid).
1Y return: 1.65% (lower mid).
Alpha: 1.15 (upper mid).
Sharpe: 0.09 (upper mid).
Information ratio: -0.49 (upper mid).

Axis Bluechip Fund

Upper mid AUM (₹34,374 Cr).
Established history (15+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 13.97% (lower mid).
3Y return: 10.25% (lower mid).
1Y return: 1.01% (bottom quartile).
Alpha: -1.15 (bottom quartile).
Sharpe: -0.02 (bottom quartile).
Information ratio: -1.08 (bottom quartile).

Axis Focused 25 Fund

Bottom quartile AUM (₹13,025 Cr).
Established history (13+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 13.26% (bottom quartile).
3Y return: 8.88% (bottom quartile).
1Y return: 2.55% (upper mid).
Alpha: 2.19 (top quartile).
Sharpe: 0.15 (top quartile).
Information ratio: -1.01 (lower mid).

* 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.

Research Highlights for Axis Mid Cap Fund

Lower mid AUM (₹32,069 Cr).
Established history (14+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 22.34% (top quartile).
3Y return: 17.99% (top quartile).
1Y return: 3.41% (top quartile).
Alpha: 0.00 (lower mid).
Sharpe: 0.07 (lower mid).
Information ratio: 0.00 (top quartile).
Higher exposure to Consumer Cyclical vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding Fortis Healthcare Ltd (~3.3%).

Below is the key information for Axis Mid Cap Fund

Axis Mid Cap Fund Growth
Launch Date	18 Feb 11
NAV (08 Aug 25)	₹111.06 ↓ -1.17 (-1.04 %)
Net Assets (Cr)	₹32,069 on 30 Jun 25
Category	Equity - Mid Cap
AMC	Axis Asset Management Company Limited
Rating	☆
Risk	Moderately High
Expense Ratio	1.61
Sharpe Ratio	0.07
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 20	₹10,000
31 Jul 21	₹16,272
31 Jul 22	₹16,949
31 Jul 23	₹19,520
31 Jul 24	₹28,569
31 Jul 25	₹28,845

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 8 Aug 25

Duration	Returns
1 Month	-2.5%
3 Month	7.8%
6 Month	6.8%
1 Year	3.4%
3 Year	18%
5 Year	22.3%
10 Year
15 Year
Since launch	18.1%

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	8.69 Yr.
Nitin Arora	3 Aug 23	2 Yr.
Krishnaa N	1 Mar 24	1.42 Yr.

Data below for Axis Mid Cap Fund as on 30 Jun 25

Equity Sector Allocation

Sector	Value
Consumer Cyclical	21.01%
Financial Services	16.95%
Industrials	14.63%
Basic Materials	11.96%
Health Care	11.53%
Technology	11.03%
Real Estate	3.58%
Communication Services	3.14%
Utility	1.35%
Energy	0.79%
Consumer Defensive	0.48%

Asset Allocation

Asset Class	Value
Cash	3.42%
Equity	96.58%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Fortis Healthcare Ltd (Healthcare) Equity, Since 31 Mar 22 \| 532843	3%	₹1,057 Cr	13,299,371
Coromandel International Ltd (Basic Materials) Equity, Since 30 Jun 20 \| 506395	3%	₹975 Cr	3,893,484
Persistent Systems Ltd (Technology) Equity, Since 31 Mar 21 \| PERSISTENT	3%	₹847 Cr	1,401,483
Indian Hotels Co Ltd (Consumer Cyclical) Equity, Since 31 Oct 20 \| 500850	3%	₹827 Cr	10,876,352
Bharti Hexacom Ltd (Communication Services) Equity, Since 30 Apr 24 \| BHARTIHEXA	3%	₹803 Cr	4,111,208
Solar Industries India Ltd (Basic Materials) Equity, Since 30 Jun 23 \| SOLARINDS	3%	₹803 Cr	456,040 ↓ -36,688
JK Cement Ltd (Basic Materials) Equity, Since 31 Jan 20 \| JKCEMENT	2%	₹750 Cr	1,219,314
UNO Minda Ltd (Consumer Cyclical) Equity, Since 31 Aug 21 \| UNOMINDA	2%	₹698 Cr	6,323,784 ↑ 985,893
The Federal Bank Ltd (Financial Services) Equity, Since 31 Mar 23 \| FEDERALBNK	2%	₹683 Cr	32,060,601 ↑ 469,243
Coforge Ltd (Technology) Equity, Since 31 May 20 \| COFORGE	2%	₹660 Cr	3,431,175

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 (₹36,258 Cr).
Oldest track record among peers (15 yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 15.52% (upper mid).
3Y return: 11.61% (upper mid).
1Y return: 1.65% (lower mid).
Alpha: 1.15 (upper mid).
Sharpe: 0.09 (upper mid).
Information ratio: -0.49 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding HDFC Bank Ltd (~8.4%).

Below is the key information for Axis Long Term Equity Fund

Axis Long Term Equity Fund Growth
Launch Date	29 Dec 09
NAV (08 Aug 25)	₹94.288 ↓ -1.13 (-1.18 %)
Net Assets (Cr)	₹36,258 on 30 Jun 25
Category	Equity - ELSS
AMC	Axis Asset Management Company Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.55
Sharpe Ratio	0.09
Information Ratio	-0.49
Alpha Ratio	1.15
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
31 Jul 20	₹10,000
31 Jul 21	₹15,132
31 Jul 22	₹14,759
31 Jul 23	₹15,987
31 Jul 24	₹21,353
31 Jul 25	₹21,430

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 8 Aug 25

Duration	Returns
1 Month	-3.4%
3 Month	2.7%
6 Month	3.3%
1 Year	1.6%
3 Year	11.6%
5 Year	15.5%
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	1.99 Yr.
Ashish Naik	3 Aug 23	2 Yr.

Data below for Axis Long Term Equity Fund as on 30 Jun 25

Equity Sector Allocation

Sector	Value
Financial Services	30.24%
Consumer Cyclical	14.21%
Industrials	10.79%
Health Care	8.92%
Basic Materials	7.98%
Technology	7.81%
Communication Services	5.34%
Consumer Defensive	5.25%
Utility	3.27%
Energy	2.2%
Real Estate	1.2%

Asset Allocation

Asset Class	Value
Cash	2.69%
Equity	97.31%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| HDFCBANK	8%	₹3,039 Cr	15,184,175
ICICI Bank Ltd (Financial Services) Equity, Since 31 Dec 23 \| 532174	6%	₹2,188 Cr	15,135,177 ↑ 622,537
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 23 \| BHARTIARTL	4%	₹1,579 Cr	7,858,003
Bajaj Finance Ltd (Financial Services) Equity, Since 30 Sep 16 \| 500034	4%	₹1,525 Cr	16,282,910 ↑ 13,026,328
Torrent Power Ltd (Utilities) Equity, Since 30 Jun 13 \| 532779	3%	₹1,109 Cr	7,557,529 ↓ -146,573
Tata Consultancy Services Ltd (Technology) Equity, Since 30 Apr 17 \| TCS	3%	₹1,074 Cr	3,103,260
Infosys Ltd (Technology) Equity, Since 31 May 24 \| INFY	3%	₹1,058 Cr	6,606,495
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Jul 23 \| 543320	3%	₹916 Cr	34,692,799
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Apr 22 \| M&M	2%	₹857 Cr	2,691,868
Reliance Industries Ltd (Energy) Equity, Since 31 Jan 24 \| RELIANCE	2%	₹799 Cr	5,321,246

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 (₹34,374 Cr).
Established history (15+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 13.97% (lower mid).
3Y return: 10.25% (lower mid).
1Y return: 1.01% (bottom quartile).
Alpha: -1.15 (bottom quartile).
Sharpe: -0.02 (bottom quartile).
Information ratio: -1.08 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
High-quality debt (AAA/AA ~100%).
Largest holding HDFC Bank Ltd (~9.6%).

Below is the key information for Axis Bluechip Fund

Axis Bluechip Fund Growth
Launch Date	5 Jan 10
NAV (08 Aug 25)	₹59.08 ↓ -0.58 (-0.97 %)
Net Assets (Cr)	₹34,374 on 30 Jun 25
Category	Equity - Large Cap
AMC	Axis Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.55
Sharpe Ratio	-0.02
Information Ratio	-1.08
Alpha Ratio	-1.15
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 20	₹10,000
31 Jul 21	₹14,026
31 Jul 22	₹14,281
31 Jul 23	₹15,468
31 Jul 24	₹19,848
31 Jul 25	₹19,884

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 8 Aug 25

Duration	Returns
1 Month	-3.7%
3 Month	1.1%
6 Month	2.6%
1 Year	1%
3 Year	10.2%
5 Year	14%
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	8.69 Yr.
Jayesh Sundar	4 Nov 24	0.74 Yr.
Krishnaa N	1 Mar 24	1.42 Yr.

Data below for Axis Bluechip Fund as on 30 Jun 25

Equity Sector Allocation

Sector	Value
Financial Services	31.48%
Consumer Cyclical	14.16%
Industrials	8.48%
Technology	7.76%
Communication Services	7.12%
Health Care	6.98%
Energy	6.88%
Consumer Defensive	5.35%
Basic Materials	4.43%
Utility	1.84%
Real Estate	0.29%

Asset Allocation

Asset Class	Value
Cash	4.04%
Equity	95.96%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| HDFCBANK	10%	₹3,291 Cr	16,441,723 ↑ 945,347
ICICI Bank Ltd (Financial Services) Equity, Since 30 Sep 18 \| 532174	8%	₹2,864 Cr	19,809,793
Reliance Industries Ltd (Energy) Equity, Since 28 Feb 18 \| RELIANCE	7%	₹2,337 Cr	15,572,917 ↑ 1,263,760
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Nov 19 \| BHARTIARTL	6%	₹1,954 Cr	9,721,455 ↓ -122,898
Bajaj Finance Ltd (Financial Services) Equity, Since 31 Jul 17 \| 500034	5%	₹1,712 Cr	18,285,830 ↑ 14,772,840
Infosys Ltd (Technology) Equity, Since 31 Dec 17 \| INFY	4%	₹1,440 Cr	8,987,660 ↑ 843,193
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Nov 21 \| LT	4%	₹1,300 Cr	3,542,336 ↑ 233,126
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Nov 21 \| M&M	3%	₹1,127 Cr	3,539,689 ↑ 222,255
State Bank of India (Financial Services) Equity, Since 31 May 21 \| SBIN	3%	₹1,052 Cr	12,824,988 ↑ 1,422,153
InterGlobe Aviation Ltd (Industrials) Equity, Since 31 May 23 \| INDIGO	3%	₹905 Cr	1,513,888 ↑ 80,694

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 (₹13,025 Cr).
Established history (13+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 13.26% (bottom quartile).
3Y return: 8.88% (bottom quartile).
1Y return: 2.55% (upper mid).
Alpha: 2.19 (top quartile).
Sharpe: 0.15 (top quartile).
Information ratio: -1.01 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding ICICI Bank Ltd (~9.5%).

Below is the key information for Axis Focused 25 Fund

Axis Focused 25 Fund Growth
Launch Date	29 Jun 12
NAV (08 Aug 25)	₹53.95 ↓ -0.62 (-1.14 %)
Net Assets (Cr)	₹13,025 on 30 Jun 25
Category	Equity - Focused
AMC	Axis Asset Management Company Limited
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.69
Sharpe Ratio	0.15
Information Ratio	-1.01
Alpha Ratio	2.19
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 20	₹10,000
31 Jul 21	₹14,810
31 Jul 22	₹14,415
31 Jul 23	₹14,993
31 Jul 24	₹19,021
31 Jul 25	₹19,349

Axis Focused 25 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 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 8 Aug 25

Duration	Returns
1 Month	-3.4%
3 Month	3.2%
6 Month	5.3%
1 Year	2.5%
3 Year	8.9%
5 Year	13.3%
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	1.5 Yr.
Krishnaa N	1 Mar 24	1.42 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	35.03%
Consumer Cyclical	12.5%
Industrials	10.43%
Health Care	9.89%
Communication Services	9.31%
Technology	5.39%
Basic Materials	4.66%
Utility	3.94%
Real Estate	3.52%
Consumer Defensive	1.33%

Asset Allocation

Asset Class	Value
Cash	3.99%
Equity	96.01%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jul 21 \| 532174	10%	₹1,241 Cr	8,584,867
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 23 \| HDFCBANK	8%	₹1,101 Cr	5,502,629
Bajaj Finance Ltd (Financial Services) Equity, Since 30 Sep 16 \| 500034	7%	₹852 Cr	9,099,850 ↑ 7,279,880
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Dec 23 \| BHARTIARTL	6%	₹832 Cr	4,138,784
Divi's Laboratories Ltd (Healthcare) Equity, Since 31 Jul 19 \| DIVISLAB	5%	₹670 Cr	983,954
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 31 Dec 22 \| CHOLAFIN	5%	₹654 Cr	4,014,437 ↓ -24,845
Pidilite Industries Ltd (Basic Materials) Equity, Since 30 Jun 16 \| PIDILITIND	5%	₹607 Cr	1,987,953
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Jul 24 \| 543320	4%	₹584 Cr	22,098,304
InterGlobe Aviation Ltd (Industrials) Equity, Since 31 May 24 \| INDIGO	4%	₹533 Cr	891,177
Torrent Power Ltd (Utilities) Equity, Since 28 Feb 21 \| 532779	4%	₹514 Cr	3,499,383

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