ਐਕਸਿਸ ਮਿਉਚੁਅਲ ਫੰਡ 2022 ਦੁਆਰਾ 4 ਸਰਵੋਤਮ ਇਕੁਇਟੀ ਫੰਡ

Updated on September 27, 2026 , 45339 views

ਜੇਕਰ ਤੁਸੀਂ ਆਪਣੇ ਪਰਿਵਾਰ ਲਈ ਦੌਲਤ ਬਣਾਉਣਾ ਚਾਹੁੰਦੇ ਹੋ ਜਾਂ ਆਪਣੇ ਬੱਚੇ ਦੀ ਉੱਚ ਸਿੱਖਿਆ ਲਈ ਯੋਜਨਾ ਬਣਾਉਣਾ ਚਾਹੁੰਦੇ ਹੋ, ਤਾਂਇਕੁਇਟੀ ਫੰਡ ਨਾਲਐਕਸਿਸ ਮਿਉਚੁਅਲ ਫੰਡ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਦਾ ਸਭ ਤੋਂ ਵਧੀਆ ਵਿਕਲਪ ਹੈ।

ਇਕੁਇਟੀ ਫੰਡ ਦੀ ਇੱਕ ਕਿਸਮ ਹੈਮਿਉਚੁਅਲ ਫੰਡ ਜੋ ਮੁੱਖ ਤੌਰ 'ਤੇ ਇਕੁਇਟੀ ਅਤੇ ਸੰਬੰਧਿਤ ਯੰਤਰਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦਾ ਹੈ। ਇਹ ਫੰਡ ਲੰਬੇ ਸਮੇਂ ਦੀਆਂ ਵਿੱਤੀ ਲੋੜਾਂ ਨੂੰ ਪੂਰਾ ਕਰਨ ਲਈ ਇੱਕ ਵਧੀਆ ਵਿਕਲਪ ਹਨ। ਇਹਨਾਂ ਫੰਡਾਂ ਵਿੱਚ ਲੰਬੇ ਸਮੇਂ ਵਿੱਚ ਉੱਚ ਰਿਟਰਨ ਪ੍ਰਦਾਨ ਕਰਨ ਦੀ ਬਹੁਤ ਸੰਭਾਵਨਾ ਹੁੰਦੀ ਹੈ, ਇਸ ਲਈ ਇਸਨੂੰ ਇਕੁਇਟੀ ਫੰਡਾਂ ਵਿੱਚ ਘੱਟੋ ਘੱਟ 3-5 ਸਾਲਾਂ ਲਈ ਨਿਵੇਸ਼ ਕਰਨ ਦਾ ਸੁਝਾਅ ਦਿੱਤਾ ਜਾਂਦਾ ਹੈ। ਪਰ, ਇਕੁਇਟੀ ਫੰਡ ਸਿਰਫ ਉਹਨਾਂ ਨਿਵੇਸ਼ਕਾਂ ਲਈ ਢੁਕਵੇਂ ਹਨ ਜੋ ਆਪਣੇ ਨਿਵੇਸ਼ਾਂ ਵਿੱਚ ਉੱਚ ਜੋਖਮ ਸਹਿ ਸਕਦੇ ਹਨ।

ਇਸ ਸਕੀਮ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਦੀ ਯੋਜਨਾ ਬਣਾ ਰਹੇ ਨਿਵੇਸ਼ਕ ਹੇਠਾਂ ਸੂਚੀਬੱਧ ਚੋਟੀ ਦੇ 4 ਵਿੱਚੋਂ ਚੁਣ ਸਕਦੇ ਹਨਵਧੀਆ ਇਕੁਇਟੀ ਫੰਡ ਐਕਸਿਸ ਮਿਉਚੁਅਲ ਫੰਡ ਦੁਆਰਾ। ਇਹ ਫੰਡ ਕੁਝ ਮਹੱਤਵਪੂਰਨ ਮਾਪਦੰਡ ਜਿਵੇਂ ਕਿ ਏ.ਯੂ.ਐਮ.ਨਹੀ ਹਨ, ਪਿਛਲੇ ਪ੍ਰਦਰਸ਼ਨ, ਔਸਤ ਪੀਅਰ ਰਿਟਰਨ, ਅਤੇ ਹੋਰ ਜਾਣਕਾਰੀ ਅਨੁਪਾਤ।

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ਐਕਸਿਸ ਇਕੁਇਟੀ ਫੰਡਾਂ ਵਿੱਚ ਕਿਉਂ ਨਿਵੇਸ਼ ਕਰੋ?

ਨਾਲਨਿਵੇਸ਼ ਇਕੁਇਟੀ ਫੰਡਾਂ ਵਿੱਚ, ਕੋਈ ਵਿਅਕਤੀ ਆਪਣੇ ਲੰਬੇ ਸਮੇਂ ਦੇ ਨਿਵੇਸ਼ ਟੀਚਿਆਂ ਦੀ ਯੋਜਨਾ ਬਣਾ ਸਕਦਾ ਹੈ ਜਿਵੇਂ ਕਿ ਘਰ/ਕਾਰ ਖਰੀਦਣਾ,ਰਿਟਾਇਰਮੈਂਟ ਦੀ ਯੋਜਨਾਬੰਦੀ, ਬੱਚੇ ਦਾ ਕੈਰੀਅਰ ਜਾਂ ਦੌਲਤ ਸਿਰਜਣ ਜਿੰਨਾ ਸਰਲ।
ਐਕਸਿਸ ਮਿਉਚੁਅਲ ਫੰਡ ਇੱਕ ਸਕੀਮ ਪੇਸ਼ ਕਰਦਾ ਹੈ ਜੋ ਟੈਕਸ ਲਾਭਾਂ ਦਾ ਆਨੰਦ ਲੈਣ ਵਿੱਚ ਤੁਹਾਡੀ ਮਦਦ ਕਰਦਾ ਹੈ। ਸਕੀਮ ਦਾ ਨਾਮ ਹੈ-ਐਕਸਿਸ ਲੌਂਗ ਟਰਮ ਇਕੁਇਟੀ ਫੰਡ. ਇਸ ਸਕੀਮ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਕੇ ਕੋਈ ਵੀ ਆਪਣੀ ਯੋਜਨਾ ਬਣਾ ਸਕਦਾ ਹੈਟੈਕਸ ਅਧੀਨਧਾਰਾ 80C ਦੀਆਮਦਨ ਟੈਕਸ ਐਕਟ, 1961
ਐਕਸਿਸ ਮਿਉਚੁਅਲ ਫੰਡ ਦੇ ਫੰਡ ਪ੍ਰਬੰਧਕਾਂ ਕੋਲ ਨਿਵੇਸ਼ ਦੇ ਫੈਸਲੇ ਲੈਣ ਵਿੱਚ ਇੱਕ ਅਮੀਰ ਤਜਰਬਾ ਹੈ। ਉਹਨਾਂ ਦਾ ਤਜਰਬਾ ਤੁਹਾਨੂੰ ਆਪਣਾ ਵਿਕਾਸ ਕਰਨ ਵਿੱਚ ਮਦਦ ਕਰੇਗਾਪੂੰਜੀ ਲੰਬੇ ਸਮੇਂ ਤੋਂ ਵੱਧ.

ਸਰਬੋਤਮ ਐਕਸਿਸ ਇਕੁਇਟੀ ਮਿਉਚੁਅਲ ਫੰਡ

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)	Sharpe Ratio
Axis Mid Cap Fund Growth	₹117.19 ↓ -0.80	₹35,425	-1	11.8	5	14.2	11.3	1	0.39
Axis Long Term Equity Fund Growth	₹92.9066 ↓ -0.48	₹32,667	-2	6.9	-2.2	8.9	4.2	4.4	0.03
Axis Focused 25 Fund Growth	₹53.48 ↓ -0.35	₹11,424	0	11.1	-1.5	8.3	2.5	2.5	0.13
Axis Bluechip Fund Growth	₹57.26 ↓ -0.36	₹31,376	-2.9	4	-4.5	7.2	4	6.3	-0.13
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Sep 26
Note: Ratio's shown as on 31 Aug 26

Research Highlights & Commentary of 4 Funds showcased

Commentary	Axis Mid Cap Fund	Axis Long Term Equity Fund	Axis Focused 25 Fund	Axis Bluechip Fund
Point 1	Highest AUM (₹35,425 Cr).	Upper mid AUM (₹32,667 Cr).	Bottom quartile AUM (₹11,424 Cr).	Lower mid AUM (₹31,376 Cr).
Point 2	Established history (15+ yrs).	Oldest track record among peers (16 yrs).	Established history (14+ yrs).	Established history (16+ yrs).
Point 3	Rating: 1★ (bottom quartile).	Rating: 3★ (upper mid).	Top rated.	Rating: 2★ (lower mid).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 11.29% (top quartile).	5Y return: 4.19% (upper mid).	5Y return: 2.46% (bottom quartile).	5Y return: 4.03% (lower mid).
Point 6	3Y return: 14.24% (top quartile).	3Y return: 8.86% (upper mid).	3Y return: 8.27% (lower mid).	3Y return: 7.16% (bottom quartile).
Point 7	1Y return: 4.98% (top quartile).	1Y return: -2.20% (lower mid).	1Y return: -1.47% (upper mid).	1Y return: -4.50% (bottom quartile).
Point 8	Alpha: 0.00 (lower mid).	Alpha: -0.63 (bottom quartile).	Alpha: 1.21 (top quartile).	Alpha: 0.02 (upper mid).
Point 9	Sharpe: 0.39 (top quartile).	Sharpe: 0.03 (lower mid).	Sharpe: 0.13 (upper mid).	Sharpe: -0.13 (bottom quartile).
Point 10	Information ratio: 0.00 (top quartile).	Information ratio: -0.08 (upper mid).	Information ratio: -0.18 (bottom quartile).	Information ratio: -0.17 (lower mid).

Axis Mid Cap Fund

Highest AUM (₹35,425 Cr).
Established history (15+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 11.29% (top quartile).
3Y return: 14.24% (top quartile).
1Y return: 4.98% (top quartile).
Alpha: 0.00 (lower mid).
Sharpe: 0.39 (top quartile).
Information ratio: 0.00 (top quartile).

Axis Long Term Equity Fund

Upper mid AUM (₹32,667 Cr).
Oldest track record among peers (16 yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 4.19% (upper mid).
3Y return: 8.86% (upper mid).
1Y return: -2.20% (lower mid).
Alpha: -0.63 (bottom quartile).
Sharpe: 0.03 (lower mid).
Information ratio: -0.08 (upper mid).

Axis Focused 25 Fund

Bottom quartile AUM (₹11,424 Cr).
Established history (14+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 2.46% (bottom quartile).
3Y return: 8.27% (lower mid).
1Y return: -1.47% (upper mid).
Alpha: 1.21 (top quartile).
Sharpe: 0.13 (upper mid).
Information ratio: -0.18 (bottom quartile).

Axis Bluechip Fund

Lower mid AUM (₹31,376 Cr).
Established history (16+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 4.03% (lower mid).
3Y return: 7.16% (bottom quartile).
1Y return: -4.50% (bottom quartile).
Alpha: 0.02 (upper mid).
Sharpe: -0.13 (bottom quartile).
Information ratio: -0.17 (lower mid).

*ਅਧਾਰਿਤ ਫੰਡਾਂ ਦੀ ਸੂਚੀਸੰਪਤੀ >= 200 ਕਰੋੜ & ਕ੍ਰਮਬੱਧ3 ਸਾਲਸੀ.ਏ.ਜੀ.ਆਰ ਵਾਪਸੀ.

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

Highest AUM (₹35,425 Cr).
Established history (15+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 11.29% (top quartile).
3Y return: 14.24% (top quartile).
1Y return: 4.98% (top quartile).
Alpha: 0.00 (lower mid).
Sharpe: 0.39 (top quartile).
Information ratio: 0.00 (top quartile).
Top sector: Consumer Cyclical.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~93%).
Largest holding The Federal Bank Ltd (~4.4%).

Below is the key information for Axis Mid Cap Fund

Axis Mid Cap Fund Growth
Launch Date	18 Feb 11
NAV (29 Sep 26)	₹117.19 ↓ -0.80 (-0.68 %)
Net Assets (Cr)	₹35,425 on 31 Aug 26
Category	Equity - Mid Cap
AMC	Axis Asset Management Company Limited
Rating	☆
Risk	Moderately High
Expense Ratio	1.57
Sharpe Ratio	0.39
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 21	₹10,000
31 Aug 22	₹10,252
31 Aug 23	₹11,621
31 Aug 24	₹16,891
31 Aug 25	₹16,539
31 Aug 26	₹18,424

Axis Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518 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 29 Sep 26

Duration	Returns
1 Month	-5%
3 Month	-1%
6 Month	11.8%
1 Year	5%
3 Year	14.2%
5 Year	11.3%
10 Year
15 Year
Since launch	17.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	1%
2023	30%
2022	29.6%
2021	-5.1%
2020	39.9%
2019	26%
2018	11.3%
2017	3.5%
2016	42%
2015	-3.1%

Fund Manager information for Axis Mid Cap Fund

Name	Since	Tenure
Shreyash Devalkar	23 Nov 16	9.78 Yr.
Nitin Arora	3 Aug 23	3.08 Yr.
Krishnaa N	1 Mar 24	2.5 Yr.

Data below for Axis Mid Cap Fund as on 31 Aug 26

Equity Sector Allocation

Sector	Value
Consumer Cyclical	21.57%
Financial Services	19.91%
Industrials	18.08%
Health Care	12.17%
Technology	6.77%
Basic Materials	5.31%
Consumer Defensive	3.07%
Communication Services	2.32%
Real Estate	2.13%
Utility	1.09%
Energy	0.38%

Asset Allocation

Asset Class	Value
Cash	7.03%
Equity	92.81%
Debt	0.16%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 31 Mar 23 \| FEDERALBNK	4%	₹1,560 Cr	43,740,261
Fortis Healthcare Ltd (Healthcare) Equity, Since 31 Mar 22 \| 532843	3%	₹1,136 Cr	12,522,385
Apar Industries Ltd (Industrials) Equity, Since 30 Nov 23 \| APARINDS	3%	₹968 Cr	547,073 ↑ 24,317
Sona BLW Precision Forgings Ltd (Consumer Cyclical) Equity, Since 30 Jun 21 \| SONACOMS	3%	₹960 Cr	11,808,912
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| 522275	2%	₹833 Cr	1,873,385 ↑ 36,477
PB Fintech Ltd (Financial Services) Equity, Since 31 Jan 24 \| POLICYBZR	2%	₹823 Cr	4,390,006 ↑ 855,101
Indian Hotels Co Ltd (Consumer Cyclical) Equity, Since 31 Oct 20 \| 500850	2%	₹808 Cr	10,948,722
Ipca Laboratories Ltd (Healthcare) Equity, Since 31 Jul 19 \| 524494	2%	₹791 Cr	4,005,425
Phoenix Mills Ltd (Real Estate) Equity, Since 31 May 22 \| 503100	2%	₹755 Cr	3,974,761
Lenskart Solutions Ltd (Healthcare) Equity, Since 31 Oct 25 \| LENSKART	2%	₹720 Cr	10,873,986 ↑ 606,461

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

Upper mid AUM (₹32,667 Cr).
Oldest track record among peers (16 yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 4.19% (upper mid).
3Y return: 8.86% (upper mid).
1Y return: -2.20% (lower mid).
Alpha: -0.63 (bottom quartile).
Sharpe: 0.03 (lower mid).
Information ratio: -0.08 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding ICICI Bank Ltd (~7.0%).

Below is the key information for Axis Long Term Equity Fund

Axis Long Term Equity Fund Growth
Launch Date	29 Dec 09
NAV (29 Sep 26)	₹92.9066 ↓ -0.48 (-0.52 %)
Net Assets (Cr)	₹32,667 on 31 Aug 26
Category	Equity - ELSS
AMC	Axis Asset Management Company Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.54
Sharpe Ratio	0.03
Information Ratio	-0.08
Alpha Ratio	-0.63
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
31 Aug 21	₹10,000
31 Aug 22	₹9,299
31 Aug 23	₹9,482
31 Aug 24	₹13,074
31 Aug 25	₹12,776
31 Aug 26	₹13,372

Axis Long Term Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹340,450.
Net Profit of ₹40,450 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 29 Sep 26

Duration	Returns
1 Month	-6.1%
3 Month	-2%
6 Month	6.9%
1 Year	-2.2%
3 Year	8.9%
5 Year	4.2%
10 Year
15 Year
Since launch	14.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	4.4%
2023	17.4%
2022	22%
2021	-12%
2020	24.5%
2019	20.5%
2018	14.8%
2017	2.7%
2016	37.4%
2015	-0.7%

Fund Manager information for Axis Long Term Equity Fund

Name	Since	Tenure
Shreyash Devalkar	4 Aug 23	3.08 Yr.
Ashish Naik	3 Aug 23	3.08 Yr.

Data below for Axis Long Term Equity Fund as on 31 Aug 26

Equity Sector Allocation

Sector	Value
Financial Services	30.64%
Consumer Cyclical	19.82%
Industrials	11.56%
Basic Materials	9.89%
Health Care	9.66%
Technology	6.58%
Communication Services	4.26%
Consumer Defensive	2.42%
Energy	1.66%
Real Estate	0.96%
Utility	0.76%

Asset Allocation

Asset Class	Value
Cash	1.79%
Equity	98.21%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Dec 23 \| ICICIBANK	7%	₹2,294 Cr	15,778,361 ↓ -1,007,799
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| HDFCBANK	6%	₹1,812 Cr	25,561,700
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 23 \| BHARTIARTL	4%	₹1,390 Cr	7,672,253
Bajaj Finance Ltd (Financial Services) Equity, Since 30 Sep 16 \| 500034	3%	₹1,118 Cr	10,580,575 ↓ -1,150,928
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Jul 23 \| ETERNAL	3%	₹1,057 Cr	32,229,531 ↓ -1,794,880
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 23 \| LT	3%	₹948 Cr	2,343,559
Divi's Laboratories Ltd (Healthcare) Equity, Since 30 Nov 17 \| DIVISLAB	3%	₹886 Cr	936,107
Axis Bank Ltd (Financial Services) Equity, Since 31 Jan 26 \| 532215	3%	₹860 Cr	6,617,505 ↑ 526,081
Pidilite Industries Ltd (Basic Materials) Equity, Since 30 Nov 14 \| PIDILITIND	3%	₹857 Cr	5,075,861 ↓ -212,449
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Apr 22 \| M&M	3%	₹841 Cr	2,560,978 ↓ -118,169

3. 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 (₹11,424 Cr).
Established history (14+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 2.46% (bottom quartile).
3Y return: 8.27% (lower mid).
1Y return: -1.47% (upper mid).
Alpha: 1.21 (top quartile).
Sharpe: 0.13 (upper mid).
Information ratio: -0.18 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
Largest holding ICICI Bank Ltd (~8.2%).

Below is the key information for Axis Focused 25 Fund

Axis Focused 25 Fund Growth
Launch Date	29 Jun 12
NAV (29 Sep 26)	₹53.48 ↓ -0.35 (-0.65 %)
Net Assets (Cr)	₹11,424 on 31 Aug 26
Category	Equity - Focused
AMC	Axis Asset Management Company Limited
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.74
Sharpe Ratio	0.13
Information Ratio	-0.18
Alpha Ratio	1.21
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 21	₹10,000
31 Aug 22	₹9,184
31 Aug 23	₹8,989
31 Aug 24	₹11,981
31 Aug 25	₹11,704
31 Aug 26	₹12,467

Axis Focused 25 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹323,701.
Net Profit of ₹23,701 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 29 Sep 26

Duration	Returns
1 Month	-6.7%
3 Month	0%
6 Month	11.1%
1 Year	-1.5%
3 Year	8.3%
5 Year	2.5%
10 Year
15 Year
Since launch	12.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	2.5%
2023	14.8%
2022	17.2%
2021	-14.5%
2020	24%
2019	21%
2018	14.7%
2017	0.6%
2016	45.2%
2015	4.6%

Fund Manager information for Axis Focused 25 Fund

Name	Since	Tenure
Sachin Relekar	1 Feb 24	2.58 Yr.
Krishnaa N	1 Mar 24	2.5 Yr.

Data below for Axis Focused 25 Fund as on 31 Aug 26

Equity Sector Allocation

Sector	Value
Financial Services	33.55%
Consumer Cyclical	19.81%
Industrials	17.84%
Health Care	11.37%
Technology	3.83%
Communication Services	2.45%
Consumer Defensive	2.08%
Basic Materials	1.76%
Utility	1.73%
Energy	0.5%

Asset Allocation

Asset Class	Value
Cash	5.07%
Equity	94.93%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jul 21 \| ICICIBANK	8%	₹937 Cr	6,447,263
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Jul 24 \| ETERNAL	7%	₹854 Cr	26,016,465
Divi's Laboratories Ltd (Healthcare) Equity, Since 31 Jul 19 \| DIVISLAB	6%	₹704 Cr	743,985
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 31 Dec 22 \| CHOLAFIN	5%	₹617 Cr	3,323,446
Bajaj Finance Ltd (Financial Services) Equity, Since 30 Sep 16 \| 500034	5%	₹617 Cr	5,834,603
Apollo Hospitals Enterprise Ltd (Healthcare) Equity, Since 30 Sep 22 \| APOLLOHOSP	5%	₹595 Cr	668,123
Apar Industries Ltd (Industrials) Equity, Since 31 Aug 24 \| APARINDS	5%	₹536 Cr	302,871 ↑ 8,105
TVS Motor Co Ltd (Consumer Cyclical) Equity, Since 31 May 26 \| 532343	4%	₹502 Cr	1,156,154
State Bank of India (Financial Services) Equity, Since 31 Jan 26 \| SBIN	4%	₹488 Cr	4,604,580
PB Fintech Ltd (Financial Services) Equity, Since 31 Jul 24 \| POLICYBZR	4%	₹478 Cr	2,548,588

4. 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

Lower mid AUM (₹31,376 Cr).
Established history (16+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 4.03% (lower mid).
3Y return: 7.16% (bottom quartile).
1Y return: -4.50% (bottom quartile).
Alpha: 0.02 (upper mid).
Sharpe: -0.13 (bottom quartile).
Information ratio: -0.17 (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 Bluechip Fund

Axis Bluechip Fund Growth
Launch Date	5 Jan 10
NAV (29 Sep 26)	₹57.26 ↓ -0.36 (-0.62 %)
Net Assets (Cr)	₹31,376 on 31 Aug 26
Category	Equity - Large Cap
AMC	Axis Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.57
Sharpe Ratio	-0.13
Information Ratio	-0.17
Alpha Ratio	0.02
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 21	₹10,000
31 Aug 22	₹9,639
31 Aug 23	₹9,890
31 Aug 24	₹13,253
31 Aug 25	₹12,868
31 Aug 26	₹13,171

Axis Bluechip Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹340,450.
Net Profit of ₹40,450 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 29 Sep 26

Duration	Returns
1 Month	-5.9%
3 Month	-2.9%
6 Month	4%
1 Year	-4.5%
3 Year	7.2%
5 Year	4%
10 Year
15 Year
Since launch	11%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	6.3%
2023	13.7%
2022	17.4%
2021	-5.7%
2020	20.6%
2019	19.7%
2018	18.6%
2017	6.5%
2016	38%
2015	-3.6%

Fund Manager information for Axis Bluechip Fund

Name	Since	Tenure
Shreyash Devalkar	23 Nov 16	9.78 Yr.
Jayesh Sundar	4 Nov 24	1.82 Yr.
Krishnaa N	1 Mar 24	2.5 Yr.

Data below for Axis Bluechip Fund as on 31 Aug 26

Equity Sector Allocation

Sector	Value
Financial Services	34.45%
Consumer Cyclical	19%
Health Care	11.18%
Industrials	8.03%
Basic Materials	5.62%
Technology	5.48%
Communication Services	4.87%
Consumer Defensive	3.86%
Energy	3.47%

Asset Allocation

Asset Class	Value
Cash	3.82%
Equity	95.97%
Debt	0.21%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 30 Sep 18 \| ICICIBANK	10%	₹2,987 Cr	20,544,224 ↓ -702,180
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| HDFCBANK	8%	₹2,518 Cr	35,514,890
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Nov 19 \| BHARTIARTL	5%	₹1,529 Cr	8,439,932 ↑ 664,665
Bajaj Finance Ltd (Financial Services) Equity, Since 31 Jul 17 \| 500034	5%	₹1,527 Cr	14,444,275 ↓ -949,380
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Nov 21 \| M&M	4%	₹1,252 Cr	3,813,639 ↑ 95,585
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 23 \| ETERNAL	4%	₹1,251 Cr	38,119,993
Reliance Industries Ltd (Energy) Equity, Since 28 Feb 18 \| RELIANCE	3%	₹1,089 Cr	8,531,364 ↓ -478,669
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Nov 21 \| LT	3%	₹1,066 Cr	2,634,818 ↓ -78,471
Axis Bank Ltd (Financial Services) Equity, Since 31 Jan 26 \| 532215	3%	₹1,000 Cr	7,689,555 ↑ 51,908
Titan Co Ltd (Consumer Cyclical) Equity, Since 31 Mar 18 \| TITAN	3%	₹969 Cr	1,899,206 ↓ -70,248

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