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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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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.
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 (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 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 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 (%) 2023 (%) Sharpe Ratio Axis Mid Cap Fund Growth ₹95.98
↑ 0.53 ₹25,537 10.9 24.9 42.7 20.3 21.7 29.6 2.83 Axis Bluechip Fund Growth ₹55.25
↑ 0.22 ₹33,523 7.3 20.9 28.4 12.6 14 17.4 2.26 Axis Long Term Equity Fund Growth ₹86.3708
↑ 0.31 ₹35,474 9.6 21.8 33.4 12.1 14.2 22 2.46 Axis Focused 25 Fund Growth ₹49.72
↑ 0.12 ₹14,087 8.1 21 29.3 9.3 12.5 17.2 2.03 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 May 24 Note: Ratio's shown as on 31 Mar 24 मालमत्ता >= 200 कोटी
& क्रमवारी लावली3 वर्षCAGR परतावा
.1. Axis Mid Cap Fund
CAGR/Annualized
return of 18.7% since its launch. Ranked 41 in Mid Cap
category. Return for 2023 was 29.6% , 2022 was -5.1% and 2021 was 39.9% . Axis Mid Cap Fund
Growth Launch Date 18 Feb 11 NAV (02 May 24) ₹95.98 ↑ 0.53 (0.56 %) Net Assets (Cr) ₹25,537 on 31 Mar 24 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio 2.83 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 19 ₹10,000 30 Apr 20 ₹9,992 30 Apr 21 ₹15,253 30 Apr 22 ₹18,243 30 Apr 23 ₹18,509 30 Apr 24 ₹26,404 Returns for Axis Mid Cap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 2 May 24 Duration Returns 1 Month 3.9% 3 Month 10.9% 6 Month 24.9% 1 Year 42.7% 3 Year 20.3% 5 Year 21.7% 10 Year 15 Year Since launch 18.7% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 76.5% Fund Manager information for Axis Mid Cap Fund
Name Since Tenure Shreyash Devalkar 23 Nov 16 7.36 Yr. Nitin Arora 3 Aug 23 0.66 Yr. Krishnaa N 1 Mar 24 0.08 Yr. Data below for Axis Mid Cap Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Consumer Cyclical 25.53% Industrials 21.2% Financial Services 14.69% Basic Materials 9.53% Health Care 9.36% Technology 5.95% Real Estate 3.61% Utility 2.31% Communication Services 1.63% Consumer Defensive 1.51% Energy 0.91% Asset Allocation
Asset Class Value Cash 3.77% Equity 96.23% Top Securities Holdings / Portfolio
Name Holding Value Quantity Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | 5002515% ₹1,168 Cr 2,958,032
↓ -113,532 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 5008504% ₹1,008 Cr 17,047,141
↓ -1,299,701 Cummins India Ltd (Industrials)
Equity, Since 28 Feb 21 | 5004803% ₹842 Cr 2,800,715 Supreme Industries Ltd (Industrials)
Equity, Since 31 Dec 16 | 5099303% ₹842 Cr 1,988,643 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN3% ₹784 Cr 6,780,892
↓ -853,111 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT3% ₹769 Cr 1,929,666 Sona BLW Precision Forgings Ltd (Consumer Cyclical)
Equity, Since 30 Jun 21 | 5433003% ₹713 Cr 10,106,515 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK3% ₹703 Cr 6,430,763 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 May 22 | 5031003% ₹640 Cr 2,299,152 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 May 22 | 5000932% ₹614 Cr 11,347,314 2. Axis Bluechip Fund
CAGR/Annualized
return of 12.7% since its launch. Ranked 58 in Large Cap
category. Return for 2023 was 17.4% , 2022 was -5.7% and 2021 was 20.6% . Axis Bluechip Fund
Growth Launch Date 5 Jan 10 NAV (02 May 24) ₹55.25 ↑ 0.22 (0.40 %) Net Assets (Cr) ₹33,523 on 31 Mar 24 Category Equity - Large Cap AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.6 Sharpe Ratio 2.26 Information Ratio -1.32 Alpha Ratio 1.25 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 19 ₹10,000 30 Apr 20 ₹9,788 30 Apr 21 ₹13,449 30 Apr 22 ₹14,946 30 Apr 23 ₹14,911 30 Apr 24 ₹19,114 Returns for Axis Bluechip Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 2 May 24 Duration Returns 1 Month 0.6% 3 Month 7.3% 6 Month 20.9% 1 Year 28.4% 3 Year 12.6% 5 Year 14% 10 Year 15 Year Since launch 12.7% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 40.8% Fund Manager information for Axis Bluechip Fund
Name Since Tenure Shreyash Devalkar 23 Nov 16 7.36 Yr. Ashish Naik 3 Aug 23 0.66 Yr. Krishnaa N 1 Mar 24 0.08 Yr. Data below for Axis Bluechip Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Financial Services 30.24% Consumer Cyclical 15.09% Consumer Defensive 10.35% Technology 8.61% Energy 7.84% Industrials 7.31% Health Care 6.18% Communication Services 5.53% Basic Materials 4.1% Utility 1.65% Real Estate 1.24% Asset Allocation
Asset Class Value Cash 1.88% Equity 98.12% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK8% ₹2,593 Cr 23,716,639 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE7% ₹2,381 Cr 8,010,624
↑ 568,486 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK7% ₹2,287 Cr 15,797,799
↓ -7,201 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 5000347% ₹2,195 Cr 3,030,245 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 5403766% ₹1,920 Cr 4,241,827
↓ -74,756 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS5% ₹1,707 Cr 4,403,681
↓ -82,127 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 21 | LT4% ₹1,389 Cr 3,689,753
↓ -236,709 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL4% ₹1,316 Cr 10,707,683
↑ 705,182 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Sep 21 | SUNPHARMA4% ₹1,220 Cr 7,525,248
↑ 574,958 Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 Mar 23 | TATAMOTORS3% ₹1,114 Cr 11,219,325
↑ 747,985 3. Axis Long Term Equity Fund
CAGR/Annualized
return of 16.2% since its launch. Ranked 20 in ELSS
category. Return for 2023 was 22% , 2022 was -12% and 2021 was 24.5% . Axis Long Term Equity Fund
Growth Launch Date 29 Dec 09 NAV (02 May 24) ₹86.3708 ↑ 0.31 (0.36 %) Net Assets (Cr) ₹35,474 on 31 Mar 24 Category Equity - ELSS AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.61 Sharpe Ratio 2.46 Information Ratio -1.02 Alpha Ratio 5.36 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Apr 19 ₹10,000 30 Apr 20 ₹9,610 30 Apr 21 ₹13,791 30 Apr 22 ₹15,173 30 Apr 23 ₹14,591 30 Apr 24 ₹19,378 Returns for Axis Long Term Equity Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 2 May 24 Duration Returns 1 Month 0.9% 3 Month 9.6% 6 Month 21.8% 1 Year 33.4% 3 Year 12.1% 5 Year 14.2% 10 Year 15 Year Since launch 16.2% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 66.2% Fund Manager information for Axis Long Term Equity Fund
Name Since Tenure Shreyash Devalkar 4 Aug 23 0.66 Yr. Ashish Naik 3 Aug 23 0.66 Yr. Data below for Axis Long Term Equity Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Financial Services 24.68% Consumer Cyclical 12.79% Basic Materials 10.24% Consumer Defensive 9.4% Technology 8.54% Industrials 8.29% Health Care 8.2% Utility 7.11% Communication Services 4.93% Energy 2.09% Asset Allocation
Asset Class Value Cash 3.72% Equity 96.28% Top Securities Holdings / Portfolio
Name Holding Value Quantity Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 13 | 5327797% ₹2,348 Cr 17,289,058
↓ -1,993,926 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000346% ₹2,205 Cr 3,042,766
↓ -48,706 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS6% ₹2,118 Cr 5,465,066
↓ -660,813 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 5403766% ₹2,019 Cr 4,462,092
↓ -77,590 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK4% ₹1,595 Cr 11,016,916 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND4% ₹1,540 Cr 5,108,360 Nestle India Ltd (Consumer Defensive)
Equity, Since 31 Aug 14 | NESTLEIND4% ₹1,274 Cr 4,859,456
↓ -1,196,485 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 May 14 | NAUKRI3% ₹1,198 Cr 2,142,107
↓ -768,062 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Jun 20 | CHOLAFIN3% ₹1,047 Cr 9,053,793 PI Industries Ltd (Basic Materials)
Equity, Since 30 Sep 20 | PIIND3% ₹1,036 Cr 2,679,864
↓ -233,052 4. Axis Focused 25 Fund
CAGR/Annualized
return of 14.5% since its launch. Ranked 7 in Focused
category. Return for 2023 was 17.2% , 2022 was -14.5% and 2021 was 24% . Axis Focused 25 Fund
Growth Launch Date 29 Jun 12 NAV (02 May 24) ₹49.72 ↑ 0.12 (0.24 %) Net Assets (Cr) ₹14,087 on 31 Mar 24 Category Equity - Focused AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio 2.03 Information Ratio -1.35 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 30 Apr 19 ₹10,000 30 Apr 20 ₹9,410 30 Apr 21 ₹13,782 30 Apr 22 ₹15,165 30 Apr 23 ₹13,898 30 Apr 24 ₹17,952 Returns for Axis Focused 25 Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 2 May 24 Duration Returns 1 Month 0.5% 3 Month 8.1% 6 Month 21% 1 Year 29.3% 3 Year 9.3% 5 Year 12.5% 10 Year 15 Year Since launch 14.5% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 38.8% Fund Manager information for Axis Focused 25 Fund
Name Since Tenure Sachin Relekar 1 Feb 24 0.16 Yr. Hitesh Das 3 Aug 23 0.66 Yr. Krishnaa N 1 Mar 24 0.08 Yr. Data below for Axis Focused 25 Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Financial Services 27.54% Basic Materials 10.93% Consumer Cyclical 10.52% Technology 8.27% Communication Services 7.69% Consumer Defensive 7.58% Utility 6.77% Health Care 5.23% Energy 4.71% Real Estate 3.53% Asset Allocation
Asset Class Value Cash 5.68% Equity 94.32% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000348% ₹1,135 Cr 1,566,571 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS8% ₹1,083 Cr 2,792,844 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 5403768% ₹1,068 Cr 2,360,740 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND7% ₹1,026 Cr 3,404,616
↓ -24,432 Torrent Power Ltd (Utilities)
Equity, Since 28 Feb 21 | 5327797% ₹954 Cr 7,023,691 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 21 | ICICIBANK6% ₹910 Cr 8,323,068 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | 5329775% ₹703 Cr 768,018
↓ -9,482 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE5% ₹663 Cr 2,232,716 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | 5329785% ₹640 Cr 3,894,424 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jul 16 | NAUKRI4% ₹601 Cr 1,074,200
↓ -236,190
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