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अॅक्सिस म्युच्युअल फंड 2022 द्वारे 4 सर्वोत्तम इक्विटी फंड
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
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 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. 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 Below is the key information for Axis Long Term Equity 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. 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 Below is the key information for Axis Bluechip 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. 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 Below is the key information for Axis Focused 25 Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Sharpe Ratio Axis Mid Cap Fund Growth ₹109.06
↑ 0.80 ₹28,063 12.4 2.2 10.7 21.8 25.5 30 0.3 Axis Long Term Equity Fund Growth ₹95.2883
↑ 0.21 ₹34,176 9 4.6 11.4 16.6 19 17.4 0.04 Axis Bluechip Fund Growth ₹60.21
↓ -0.03 ₹32,349 7.4 5.4 9.5 14.9 17.9 13.7 -0.09 Axis Focused 25 Fund Growth ₹54.6
↑ 0.11 ₹12,347 10.6 5.3 11.5 13.1 17.6 14.8 -0.11 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 May 25 Note: Ratio's shown as on 31 Mar 25 मालमत्ता >= 200 कोटी & क्रमवारी लावली3 वर्षCAGR परतावा.1. Axis Mid Cap Fund
CAGR/Annualized return of 18.3% since its launch. Ranked 41 in Mid Cap category. Return for 2024 was 30% , 2023 was 29.6% and 2022 was -5.1% . Axis Mid Cap Fund
Growth Launch Date 18 Feb 11 NAV (16 May 25) ₹109.06 ↑ 0.80 (0.74 %) Net Assets (Cr) ₹28,063 on 31 Mar 25 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 1.61 Sharpe Ratio 0.3 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 30 Apr 20 ₹10,000 30 Apr 21 ₹15,266 30 Apr 22 ₹18,259 30 Apr 23 ₹18,524 30 Apr 24 ₹26,426 30 Apr 25 ₹28,726 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 May 25 Duration Returns 1 Month 7.7% 3 Month 12.4% 6 Month 2.2% 1 Year 10.7% 3 Year 21.8% 5 Year 25.5% 10 Year 15 Year Since launch 18.3% 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 8.44 Yr. Nitin Arora 3 Aug 23 1.74 Yr. Krishnaa N 1 Mar 24 1.17 Yr. Data below for Axis Mid Cap Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Consumer Cyclical 19.74% Financial Services 15.59% Health Care 12% Industrials 11.8% Basic Materials 10.84% Technology 10.7% Real Estate 3.35% Communication Services 3.05% Utility 1.36% Energy 0.87% Consumer Defensive 0.65% Asset Allocation
Asset Class Value Cash 10.05% Equity 89.95% Top Securities Holdings / Portfolio
Name Holding Value Quantity Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 22 | 5328433% ₹912 Cr 13,299,371 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 5008503% ₹892 Cr 11,322,169 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | 5063953% ₹862 Cr 3,893,484 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT3% ₹746 Cr 1,401,483
↓ -61,551 Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA2% ₹694 Cr 4,111,208 Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Jun 23 | SOLARINDS2% ₹666 Cr 505,242
↑ 2,012 JK Cement Ltd (Basic Materials)
Equity, Since 31 Jan 20 | JKCEMENT2% ₹623 Cr 1,219,314 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 23 | FEDERALBNK2% ₹621 Cr 31,591,358 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Oct 23 | DIXON2% ₹581 Cr 352,870
↑ 11,428 Lupin Ltd (Healthcare)
Equity, Since 31 Jan 24 | 5002572% ₹577 Cr 2,754,067
↓ -163,179 2. Axis Long Term Equity Fund
CAGR/Annualized return of 15.8% since its launch. Ranked 20 in ELSS category. Return for 2024 was 17.4% , 2023 was 22% and 2022 was -12% . Axis Long Term Equity Fund
Growth Launch Date 29 Dec 09 NAV (16 May 25) ₹95.2883 ↑ 0.21 (0.22 %) Net Assets (Cr) ₹34,176 on 31 Mar 25 Category Equity - ELSS AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.55 Sharpe Ratio 0.04 Information Ratio -0.67 Alpha Ratio -0.08 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Apr 20 ₹10,000 30 Apr 21 ₹14,351 30 Apr 22 ₹15,788 30 Apr 23 ₹15,183 30 Apr 24 ₹20,164 30 Apr 25 ₹21,745 Returns for Axis Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 May 25 Duration Returns 1 Month 5% 3 Month 9% 6 Month 4.6% 1 Year 11.4% 3 Year 16.6% 5 Year 19% 10 Year 15 Year Since launch 15.8% 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 1.74 Yr. Ashish Naik 3 Aug 23 1.74 Yr. Data below for Axis Long Term Equity Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 30.79% Consumer Cyclical 13.4% Health Care 9.29% Industrials 9.16% Basic Materials 7.92% Technology 7.17% Communication Services 5.57% Consumer Defensive 5.47% Utility 3.45% Energy 1.7% Real Estate 1.15% Asset Allocation
Asset Class Value Cash 4.81% Equity 95.19% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK9% ₹3,013 Cr 15,654,121 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | ICICIBANK6% ₹2,021 Cr 14,164,571
↑ 368,496 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 23 | BHARTIARTL4% ₹1,535 Cr 8,233,062 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000344% ₹1,440 Cr 1,667,319
↓ -150,601 Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 13 | 5327793% ₹1,207 Cr 7,843,508
↓ -167,374 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS3% ₹1,119 Cr 3,240,264
↓ -29,317 Infosys Ltd (Technology)
Equity, Since 31 May 24 | INFY3% ₹926 Cr 6,174,136 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M2% ₹834 Cr 2,847,008
↓ -131,665 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | 5433202% ₹807 Cr 34,692,799 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND2% ₹766 Cr 2,524,224 3. Axis Bluechip Fund
CAGR/Annualized return of 12.4% since its launch. Ranked 58 in Large Cap category. Return for 2024 was 13.7% , 2023 was 17.4% and 2022 was -5.7% . Axis Bluechip Fund
Growth Launch Date 5 Jan 10 NAV (16 May 25) ₹60.21 ↓ -0.03 (-0.05 %) Net Assets (Cr) ₹32,349 on 31 Mar 25 Category Equity - Large Cap AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.55 Sharpe Ratio -0.09 Information Ratio -1.16 Alpha Ratio -2.13 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 30 Apr 20 ₹10,000 30 Apr 21 ₹13,740 30 Apr 22 ₹15,270 30 Apr 23 ₹15,234 30 Apr 24 ₹19,528 30 Apr 25 ₹20,894 Returns for Axis Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 May 25 Duration Returns 1 Month 5% 3 Month 7.4% 6 Month 5.4% 1 Year 9.5% 3 Year 14.9% 5 Year 17.9% 10 Year 15 Year Since launch 12.4% 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 8.44 Yr. Jayesh Sundar 4 Nov 24 0.49 Yr. Krishnaa N 1 Mar 24 1.17 Yr. Data below for Axis Bluechip Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 31.74% Consumer Cyclical 11.32% Health Care 7.78% Communication Services 6.97% Industrials 6.64% Consumer Defensive 6.64% Technology 6.33% Energy 5.19% Basic Materials 4.41% Utility 1.32% Real Estate 0.13% Asset Allocation
Asset Class Value Cash 5.41% Equity 94.21% Debt 0.37% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK9% ₹3,016 Cr 15,669,944
↓ -1,480,257 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK9% ₹2,927 Cr 20,510,750
↓ -642,486 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL6% ₹1,835 Cr 9,844,353
↓ -591,840 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE5% ₹1,697 Cr 12,077,598
↑ 4,606,299 Nifty May 2025 Future
- | -5% ₹1,589 Cr 650,550
↑ 650,550 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 5000345% ₹1,517 Cr 1,756,495
↓ -79,253 Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY4% ₹1,168 Cr 7,786,773
↓ -1,182,590 State Bank of India (Financial Services)
Equity, Since 31 May 21 | SBIN3% ₹1,042 Cr 13,212,418
↑ 2,495,363 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M3% ₹972 Cr 3,317,434 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK3% ₹970 Cr 4,392,546
↑ 86,459 4. Axis Focused 25 Fund
CAGR/Annualized return of 14.1% since its launch. Ranked 7 in Focused category. Return for 2024 was 14.8% , 2023 was 17.2% and 2022 was -14.5% . Axis Focused 25 Fund
Growth Launch Date 29 Jun 12 NAV (16 May 25) ₹54.6 ↑ 0.11 (0.20 %) Net Assets (Cr) ₹12,347 on 31 Mar 25 Category Equity - Focused AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.69 Sharpe Ratio -0.11 Information Ratio -1.24 Alpha Ratio -2.34 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 30 Apr 20 ₹10,000 30 Apr 21 ₹14,646 30 Apr 22 ₹16,115 30 Apr 23 ₹14,769 30 Apr 24 ₹19,077 30 Apr 25 ₹20,265 Returns for Axis Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 May 25 Duration Returns 1 Month 5.5% 3 Month 10.6% 6 Month 5.3% 1 Year 11.5% 3 Year 13.1% 5 Year 17.6% 10 Year 15 Year Since launch 14.1% 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 1.24 Yr. Krishnaa N 1 Mar 24 1.17 Yr. Data below for Axis Focused 25 Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 35.45% Consumer Cyclical 9.89% Health Care 9.61% Industrials 9.11% Communication Services 8.95% Technology 5.76% Basic Materials 4.76% Utility 4.43% Real Estate 3% Consumer Defensive 1.32% Asset Allocation
Asset Class Value Cash 7.72% Equity 92.28% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 21 | ICICIBANK10% ₹1,225 Cr 8,584,867 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK8% ₹1,059 Cr 5,502,629 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000346% ₹786 Cr 909,985
↑ 39,200 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 23 | BHARTIARTL6% ₹772 Cr 4,138,784 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS6% ₹730 Cr 2,113,502 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND5% ₹603 Cr 1,987,953 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 22 | CHOLAFIN5% ₹603 Cr 4,039,282 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB5% ₹599 Cr 983,954 Torrent Power Ltd (Utilities)
Equity, Since 28 Feb 21 | 5327794% ₹561 Cr 3,647,446
↓ -196,200 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 24 | 5433204% ₹514 Cr 22,098,304
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