యాక్సిస్ మ్యూచువల్ ఫండ్ 2022 ద్వారా 4 ఉత్తమ ఈక్విటీ ఫండ్‌లు

Updated on November 1, 2025 , 44613 views

మీరు మీ కుటుంబం కోసం సంపదను నిర్మించాలనుకుంటే లేదా మీ పిల్లల ఉన్నత విద్య కోసం ప్లాన్ చేయాలనుకుంటే, అప్పుడుఈక్విటీ ఫండ్స్ ద్వారాయాక్సిస్ మ్యూచువల్ ఫండ్ పెట్టుబడి పెట్టడానికి ఉత్తమ ఎంపిక.

ఈక్విటీ ఫండ్స్ ఒక రకంమ్యూచువల్ ఫండ్ ఇది ప్రధానంగా ఈక్విటీ మరియు సంబంధిత సాధనాలలో పెట్టుబడి పెడుతుంది. దీర్ఘకాలిక ఆర్థిక అవసరాలను తీర్చుకోవడానికి ఈ నిధులు మంచి ఎంపిక. ఈ ఫండ్‌లు దీర్ఘకాలంలో అధిక రాబడిని అందించే గొప్ప సామర్థ్యాన్ని కలిగి ఉన్నాయి, అందుకే ఈక్విటీ ఫండ్లలో కనీసం 3-5 సంవత్సరాలు పెట్టుబడి పెట్టాలని సూచించబడింది. కానీ, ఈక్విటీ ఫండ్‌లు తమ పెట్టుబడులలో అధిక రిస్క్ భరించగలిగే పెట్టుబడిదారులకు మాత్రమే సరిపోతాయి.

ఈ స్కీమ్‌లో ఇన్వెస్ట్ చేయాలనుకుంటున్న పెట్టుబడిదారులు దిగువ జాబితా చేయబడిన టాప్ 4 నుండి ఎంచుకోవచ్చుఉత్తమ ఈక్విటీ ఫండ్స్ యాక్సిస్ మ్యూచువల్ ఫండ్ ద్వారా. AUM వంటి కొన్ని ముఖ్యమైన పారామితులను చేపట్టడం ద్వారా ఈ నిధులు షార్ట్‌లిస్ట్ చేయబడ్డాయి,కాదు, గత ప్రదర్శనలు, సగటు పీర్ రిటర్న్‌లు మరియు ఇతర సమాచార నిష్పత్తులు.

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యాక్సిస్ ఈక్విటీ ఫండ్స్‌లో ఎందుకు పెట్టుబడి పెట్టాలి?

ద్వారాపెట్టుబడి పెడుతున్నారు ఈక్విటీ ఫండ్స్‌లో, ఇల్లు/కారు కొనుగోలు వంటి వారి దీర్ఘకాలిక పెట్టుబడి లక్ష్యాలను ప్లాన్ చేసుకోవచ్చు.పదవీ విరమణ ప్రణాళిక, పిల్లల కెరీర్ లేదా సంపద సృష్టి అంత సులభం.
యాక్సిస్ మ్యూచువల్ ఫండ్ పన్ను ప్రయోజనాలను ఆస్వాదించడానికి మీకు సహాయపడే పథకాన్ని అందిస్తుంది. పథకం పేరు-యాక్సిస్ లాంగ్ టర్మ్ ఈక్విటీ ఫండ్. ఈ పథకంలో పెట్టుబడి పెట్టడం ద్వారా వారి ప్లాన్ చేసుకోవచ్చుపన్నులు కిందసెక్షన్ 80C యొక్కఆదాయ పన్ను చట్టం, 1961.
యాక్సిస్ మ్యూచువల్ ఫండ్‌లోని ఫండ్ మేనేజర్‌లకు పెట్టుబడి నిర్ణయాలు తీసుకోవడంలో గొప్ప అనుభవం ఉంది. వారి అనుభవం మిమ్మల్ని మీరు ఎదగడానికి సహాయపడుతుందిరాజధాని దీర్ఘకాలికంగా.

ఉత్తమ యాక్సిస్ ఈక్విటీ మ్యూచువల్ ఫండ్స్

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)	Sharpe Ratio
Axis Mid Cap Fund Growth	₹115.68 ↑ 0.93	₹31,056	3.6	11.7	5.6	18.8	21.7	30	-0.37
Axis Long Term Equity Fund Growth	₹98.782 ↑ 0.62	₹34,528	3.9	6.6	5.5	13.7	15	17.4	-0.55
Axis Bluechip Fund Growth	₹61.99 ↑ 0.22	₹32,954	4.1	5.2	6.6	11.7	13.9	13.7	-0.62
Axis Focused 25 Fund Growth	₹56.4 ↑ 0.40	₹12,286	3.8	7.2	5.7	11.2	13	14.8	-0.49
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Nov 25
Note: Ratio's shown as on 31 Aug 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 (₹31,056 Cr).	Highest AUM (₹34,528 Cr).	Upper mid AUM (₹32,954 Cr).	Bottom quartile AUM (₹12,286 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: 21.70% (top quartile).	5Y return: 14.99% (upper mid).	5Y return: 13.88% (lower mid).	5Y return: 12.99% (bottom quartile).
Point 6	3Y return: 18.81% (top quartile).	3Y return: 13.66% (upper mid).	3Y return: 11.69% (lower mid).	3Y return: 11.22% (bottom quartile).
Point 7	1Y return: 5.64% (lower mid).	1Y return: 5.47% (bottom quartile).	1Y return: 6.60% (top quartile).	1Y return: 5.66% (upper mid).
Point 8	Alpha: 0.00 (lower mid).	Alpha: 0.95 (upper mid).	Alpha: -0.44 (bottom quartile).	Alpha: 1.86 (top quartile).
Point 9	Sharpe: -0.37 (top quartile).	Sharpe: -0.55 (lower mid).	Sharpe: -0.62 (bottom quartile).	Sharpe: -0.49 (upper mid).
Point 10	Information ratio: 0.00 (top quartile).	Information ratio: -0.60 (upper mid).	Information ratio: -0.94 (lower mid).	Information ratio: -1.03 (bottom quartile).

Axis Mid Cap Fund

Lower mid AUM (₹31,056 Cr).
Established history (14+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 21.70% (top quartile).
3Y return: 18.81% (top quartile).
1Y return: 5.64% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: -0.37 (top quartile).
Information ratio: 0.00 (top quartile).

Axis Long Term Equity Fund

Highest AUM (₹34,528 Cr).
Oldest track record among peers (15 yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 14.99% (upper mid).
3Y return: 13.66% (upper mid).
1Y return: 5.47% (bottom quartile).
Alpha: 0.95 (upper mid).
Sharpe: -0.55 (lower mid).
Information ratio: -0.60 (upper mid).

Axis Bluechip Fund

Upper mid AUM (₹32,954 Cr).
Established history (15+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 13.88% (lower mid).
3Y return: 11.69% (lower mid).
1Y return: 6.60% (top quartile).
Alpha: -0.44 (bottom quartile).
Sharpe: -0.62 (bottom quartile).
Information ratio: -0.94 (lower mid).

Axis Focused 25 Fund

Bottom quartile AUM (₹12,286 Cr).
Established history (13+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 12.99% (bottom quartile).
3Y return: 11.22% (bottom quartile).
1Y return: 5.66% (upper mid).
Alpha: 1.86 (top quartile).
Sharpe: -0.49 (upper mid).
Information ratio: -1.03 (bottom quartile).

* ఆధారంగా నిధుల జాబితాఆస్తులు >= 200 కోట్లు & క్రమబద్ధీకరించబడింది3 సంవత్సరంCAGR తిరిగి వస్తుంది.

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 (₹31,056 Cr).
Established history (14+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 21.70% (top quartile).
3Y return: 18.81% (top quartile).
1Y return: 5.64% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: -0.37 (top quartile).
Information ratio: 0.00 (top quartile).
Higher exposure to Consumer Cyclical vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~92%).
Largest holding Fortis Healthcare Ltd (~4.1%).

Below is the key information for Axis Mid Cap Fund

Axis Mid Cap Fund Growth
Launch Date	18 Feb 11
NAV (03 Nov 25)	₹115.68 ↑ 0.93 (0.81 %)
Net Assets (Cr)	₹31,056 on 31 Aug 25
Category	Equity - Mid Cap
AMC	Axis Asset Management Company Limited
Rating	☆
Risk	Moderately High
Expense Ratio	1.57
Sharpe Ratio	-0.37
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 Oct 20	₹10,000
31 Oct 21	₹16,328
31 Oct 22	₹16,003
31 Oct 23	₹17,821
31 Oct 24	₹25,596
31 Oct 25	₹26,823

Axis Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033 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 3 Nov 25

Duration	Returns
1 Month	2.4%
3 Month	3.6%
6 Month	11.7%
1 Year	5.6%
3 Year	18.8%
5 Year	21.7%
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	8.86 Yr.
Nitin Arora	3 Aug 23	2.16 Yr.
Krishnaa N	1 Mar 24	1.59 Yr.

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

Equity Sector Allocation

Sector	Value
Consumer Cyclical	22.23%
Industrials	15.78%
Financial Services	14.81%
Health Care	11.51%
Basic Materials	9.92%
Technology	9.34%
Real Estate	2.98%
Communication Services	2.96%
Utility	1.16%
Energy	0.82%
Consumer Defensive	0.09%

Asset Allocation

Asset Class	Value
Cash	8.36%
Equity	91.61%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Fortis Healthcare Ltd (Healthcare) Equity, Since 31 Mar 22 \| 532843	4%	₹1,290 Cr	13,299,371
UNO Minda Ltd (Consumer Cyclical) Equity, Since 31 Aug 21 \| UNOMINDA	3%	₹836 Cr	6,436,490
JK Cement Ltd (Basic Materials) Equity, Since 31 Jan 20 \| JKCEMENT	3%	₹783 Cr	1,242,683 ↑ 23,369
Indian Hotels Co Ltd (Consumer Cyclical) Equity, Since 31 Oct 20 \| 500850	3%	₹779 Cr	10,812,201
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| 522275	2%	₹724 Cr	2,444,385 ↑ 38,629
Bharti Hexacom Ltd (Communication Services) Equity, Since 30 Apr 24 \| BHARTIHEXA	2%	₹682 Cr	4,111,208
Dixon Technologies (India) Ltd (Technology) Equity, Since 31 Oct 23 \| DIXON	2%	₹664 Cr	407,055
Schaeffler India Ltd (Consumer Cyclical) Equity, Since 31 Jul 21 \| SCHAEFFLER	2%	₹658 Cr	1,563,264 ↑ 163,437
Coromandel International Ltd (Basic Materials) Equity, Since 30 Jun 20 \| 506395	2%	₹641 Cr	2,850,531 ↓ -517,005
The Federal Bank Ltd (Financial Services) Equity, Since 31 Mar 23 \| FEDERALBNK	2%	₹619 Cr	32,060,601

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 (₹34,528 Cr).
Oldest track record among peers (15 yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 14.99% (upper mid).
3Y return: 13.66% (upper mid).
1Y return: 5.47% (bottom quartile).
Alpha: 0.95 (upper mid).
Sharpe: -0.55 (lower mid).
Information ratio: -0.60 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding HDFC Bank Ltd (~7.9%).

Below is the key information for Axis Long Term Equity Fund

Axis Long Term Equity Fund Growth
Launch Date	29 Dec 09
NAV (03 Nov 25)	₹98.782 ↑ 0.62 (0.63 %)
Net Assets (Cr)	₹34,528 on 31 Aug 25
Category	Equity - ELSS
AMC	Axis Asset Management Company Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.52
Sharpe Ratio	-0.55
Information Ratio	-0.6
Alpha Ratio	0.95
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
31 Oct 20	₹10,000
31 Oct 21	₹15,564
31 Oct 22	₹13,819
31 Oct 23	₹14,601
31 Oct 24	₹19,355
31 Oct 25	₹20,286

Axis Long Term Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 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 3 Nov 25

Duration	Returns
1 Month	3.3%
3 Month	3.9%
6 Month	6.6%
1 Year	5.5%
3 Year	13.7%
5 Year	15%
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	2.16 Yr.
Ashish Naik	3 Aug 23	2.16 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	29.22%
Consumer Cyclical	16.8%
Industrials	11.11%
Health Care	8.56%
Basic Materials	8.2%
Technology	7.95%
Communication Services	5.43%
Consumer Defensive	4.34%
Utility	2.89%
Energy	2%
Real Estate	1.04%

Asset Allocation

Asset Class	Value
Cash	2.44%
Equity	97.55%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| HDFCBANK	8%	₹2,700 Cr	28,393,498 ↓ -1,232,362
ICICI Bank Ltd (Financial Services) Equity, Since 31 Dec 23 \| ICICIBANK	6%	₹2,072 Cr	15,370,693
Bajaj Finance Ltd (Financial Services) Equity, Since 30 Sep 16 \| 500034	5%	₹1,626 Cr	16,282,910
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 23 \| BHARTIARTL	4%	₹1,528 Cr	8,132,102
Infosys Ltd (Technology) Equity, Since 31 May 24 \| INFY	4%	₹1,218 Cr	8,450,888 ↑ 231,533
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Jul 23 \| 543320	3%	₹1,012 Cr	31,083,844 ↓ -1,402,889
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Apr 22 \| M&M	3%	₹940 Cr	2,744,266 ↑ 161,768
UltraTech Cement Ltd (Basic Materials) Equity, Since 30 Apr 24 \| 532538	2%	₹852 Cr	697,445
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 23 \| LT	2%	₹843 Cr	2,304,465 ↑ 312,540
Torrent Power Ltd (Utilities) Equity, Since 30 Jun 13 \| 532779	2%	₹815 Cr	6,687,962 ↓ -279,887

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 (₹32,954 Cr).
Established history (15+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 13.88% (lower mid).
3Y return: 11.69% (lower mid).
1Y return: 6.60% (top quartile).
Alpha: -0.44 (bottom quartile).
Sharpe: -0.62 (bottom quartile).
Information ratio: -0.94 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
High-quality debt (AAA/AA ~100%).
Largest holding HDFC Bank Ltd (~9.4%).

Below is the key information for Axis Bluechip Fund

Axis Bluechip Fund Growth
Launch Date	5 Jan 10
NAV (03 Nov 25)	₹61.99 ↑ 0.22 (0.36 %)
Net Assets (Cr)	₹32,954 on 31 Aug 25
Category	Equity - Large Cap
AMC	Axis Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	0.68
Sharpe Ratio	-0.62
Information Ratio	-0.94
Alpha Ratio	-0.44
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 Oct 20	₹10,000
31 Oct 21	₹14,770
31 Oct 22	₹13,928
31 Oct 23	₹14,247
31 Oct 24	₹18,200
31 Oct 25	₹19,333

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 3 Nov 25

Duration	Returns
1 Month	3%
3 Month	4.1%
6 Month	5.2%
1 Year	6.6%
3 Year	11.7%
5 Year	13.9%
10 Year
15 Year
Since launch	12.2%

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	8.86 Yr.
Jayesh Sundar	4 Nov 24	0.91 Yr.
Krishnaa N	1 Mar 24	1.59 Yr.

Data below for Axis Bluechip Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Financial Services	31.62%
Consumer Cyclical	16.18%
Industrials	11.07%
Technology	7.38%
Health Care	6.57%
Energy	6.24%
Communication Services	6.17%
Basic Materials	5.25%
Consumer Defensive	4%
Utility	2.1%

Asset Allocation

Asset Class	Value
Cash	3.41%
Equity	96.57%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| HDFCBANK	9%	₹3,085 Cr	32,437,076
ICICI Bank Ltd (Financial Services) Equity, Since 30 Sep 18 \| ICICIBANK	8%	₹2,770 Cr	20,548,731
Reliance Industries Ltd (Energy) Equity, Since 28 Feb 18 \| RELIANCE	6%	₹2,028 Cr	14,867,684
Bajaj Finance Ltd (Financial Services) Equity, Since 31 Jul 17 \| 500034	5%	₹1,778 Cr	17,796,977 ↑ 219,559
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Nov 19 \| BHARTIARTL	5%	₹1,724 Cr	9,180,168
Infosys Ltd (Technology) Equity, Since 31 Dec 17 \| INFY	5%	₹1,668 Cr	11,566,417 ↑ 600,985
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Nov 21 \| LT	4%	₹1,342 Cr	3,666,392 ↑ 293,970
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 23 \| 543320	4%	₹1,297 Cr	39,843,801 ↓ -515,972
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Nov 21 \| M&M	3%	₹1,115 Cr	3,254,055 ↓ -413,043
State Bank of India (Financial Services) Equity, Since 31 May 21 \| SBIN	3%	₹1,114 Cr	12,769,146 ↑ 701,764

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 (₹12,286 Cr).
Established history (13+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 12.99% (bottom quartile).
3Y return: 11.22% (bottom quartile).
1Y return: 5.66% (upper mid).
Alpha: 1.86 (top quartile).
Sharpe: -0.49 (upper mid).
Information ratio: -1.03 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
Largest holding ICICI Bank Ltd (~8.7%).

Below is the key information for Axis Focused 25 Fund

Axis Focused 25 Fund Growth
Launch Date	29 Jun 12
NAV (03 Nov 25)	₹56.4 ↑ 0.40 (0.71 %)
Net Assets (Cr)	₹12,286 on 31 Aug 25
Category	Equity - Focused
AMC	Axis Asset Management Company Limited
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.73
Sharpe Ratio	-0.49
Information Ratio	-1.03
Alpha Ratio	1.86
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 Oct 20	₹10,000
31 Oct 21	₹15,581
31 Oct 22	₹13,457
31 Oct 23	₹13,507
31 Oct 24	₹17,577
31 Oct 25	₹18,439

Axis Focused 25 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684 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 3 Nov 25

Duration	Returns
1 Month	3.4%
3 Month	3.8%
6 Month	7.2%
1 Year	5.7%
3 Year	11.2%
5 Year	13%
10 Year
15 Year
Since launch	13.8%

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	1.67 Yr.
Krishnaa N	1 Mar 24	1.59 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	33.39%
Consumer Cyclical	13.53%
Industrials	11.87%
Health Care	11.62%
Communication Services	8.58%
Technology	4.65%
Basic Materials	3.74%
Real Estate	3.41%
Utility	3.03%
Consumer Defensive	1.35%

Asset Allocation

Asset Class	Value
Cash	4.84%
Equity	95.16%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jul 21 \| ICICIBANK	9%	₹1,072 Cr	7,951,967
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 23 \| HDFCBANK	9%	₹1,047 Cr	11,005,258
Bajaj Finance Ltd (Financial Services) Equity, Since 30 Sep 16 \| 500034	7%	₹886 Cr	8,872,088
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Jul 24 \| 543320	6%	₹796 Cr	24,461,336 ↑ 1,343,841
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Dec 23 \| BHARTIARTL	6%	₹777 Cr	4,138,784
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 31 Dec 22 \| CHOLAFIN	5%	₹647 Cr	4,014,437
Divi's Laboratories Ltd (Healthcare) Equity, Since 31 Jul 19 \| DIVISLAB	5%	₹560 Cr	983,954
InterGlobe Aviation Ltd (Industrials) Equity, Since 31 May 24 \| INDIGO	4%	₹525 Cr	939,076
Apollo Hospitals Enterprise Ltd (Healthcare) Equity, Since 30 Sep 22 \| APOLLOHOSP	4%	₹495 Cr	668,123 ↑ 23,900
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 May 24 \| M&M	4%	₹468 Cr	1,365,212

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