యాక్సిస్ మ్యూచువల్ ఫండ్ 2022 ద్వారా 4 ఉత్తమ ఈక్విటీ ఫండ్‌లు

Updated on September 1, 2026 , 45304 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.

Ready to Invest?
Talk to our investment specialist

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 (%)	2025 (%)	Sharpe Ratio
Axis Mid Cap Fund Growth	₹122.62 ↓ -0.43	₹34,404	7.1	9.3	8.3	16.1	12.5	1	0.16
Axis Long Term Equity Fund Growth	₹98.0204 ↓ -0.23	₹32,592	7.9	3.7	2.1	11.6	5.6	4.4	-0.11
Axis Focused 25 Fund Growth	₹56.41 ↓ -0.16	₹11,315	11.8	8.6	3.3	10.7	4	2.5	-0.14
Axis Bluechip Fund Growth	₹59.98 ↓ -0.09	₹31,632	6.4	0.4	-0.3	9.2	5.2	6.3	-0.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Sep 26
Note: Ratio's shown as on 31 Jul 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 (₹34,404 Cr).	Upper mid AUM (₹32,592 Cr).	Bottom quartile AUM (₹11,315 Cr).	Lower mid AUM (₹31,632 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: 12.50% (top quartile).	5Y return: 5.60% (upper mid).	5Y return: 4.00% (bottom quartile).	5Y return: 5.16% (lower mid).
Point 6	3Y return: 16.08% (top quartile).	3Y return: 11.57% (upper mid).	3Y return: 10.68% (lower mid).	3Y return: 9.23% (bottom quartile).
Point 7	1Y return: 8.26% (top quartile).	1Y return: 2.11% (lower mid).	1Y return: 3.29% (upper mid).	1Y return: -0.30% (bottom quartile).
Point 8	Alpha: 0.00 (top quartile).	Alpha: -1.26 (lower mid).	Alpha: -1.79 (bottom quartile).	Alpha: -0.54 (upper mid).
Point 9	Sharpe: 0.16 (top quartile).	Sharpe: -0.11 (upper mid).	Sharpe: -0.14 (lower mid).	Sharpe: -0.20 (bottom quartile).
Point 10	Information ratio: 0.00 (top quartile).	Information ratio: -0.26 (upper mid).	Information ratio: -0.51 (bottom quartile).	Information ratio: -0.32 (lower mid).

Axis Mid Cap Fund

Highest AUM (₹34,404 Cr).
Established history (15+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 12.50% (top quartile).
3Y return: 16.08% (top quartile).
1Y return: 8.26% (top quartile).
Alpha: 0.00 (top quartile).
Sharpe: 0.16 (top quartile).
Information ratio: 0.00 (top quartile).

Axis Long Term Equity Fund

Upper mid AUM (₹32,592 Cr).
Oldest track record among peers (16 yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 5.60% (upper mid).
3Y return: 11.57% (upper mid).
1Y return: 2.11% (lower mid).
Alpha: -1.26 (lower mid).
Sharpe: -0.11 (upper mid).
Information ratio: -0.26 (upper mid).

Axis Focused 25 Fund

Bottom quartile AUM (₹11,315 Cr).
Established history (14+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 4.00% (bottom quartile).
3Y return: 10.68% (lower mid).
1Y return: 3.29% (upper mid).
Alpha: -1.79 (bottom quartile).
Sharpe: -0.14 (lower mid).
Information ratio: -0.51 (bottom quartile).

Axis Bluechip Fund

Lower mid AUM (₹31,632 Cr).
Established history (16+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 5.16% (lower mid).
3Y return: 9.23% (bottom quartile).
1Y return: -0.30% (bottom quartile).
Alpha: -0.54 (upper mid).
Sharpe: -0.20 (bottom quartile).
Information ratio: -0.32 (lower mid).

* 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

Highest AUM (₹34,404 Cr).
Established history (15+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 12.50% (top quartile).
3Y return: 16.08% (top quartile).
1Y return: 8.26% (top quartile).
Alpha: 0.00 (top quartile).
Sharpe: 0.16 (top quartile).
Information ratio: 0.00 (top quartile).
Top sector: Consumer Cyclical.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~91%).
High-quality debt (AAA/AA ~100%).
Largest holding The Federal Bank Ltd (~4.6%).

Below is the key information for Axis Mid Cap Fund

Axis Mid Cap Fund Growth
Launch Date	18 Feb 11
NAV (04 Sep 26)	₹122.62 ↓ -0.43 (-0.35 %)
Net Assets (Cr)	₹34,404 on 31 Jul 26
Category	Equity - Mid Cap
AMC	Axis Asset Management Company Limited
Rating	☆
Risk	Moderately High
Expense Ratio	1.57
Sharpe Ratio	0.16
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 ₹415,684.
Net Profit of ₹115,684 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 4 Sep 26

Duration	Returns
1 Month	0.5%
3 Month	7.1%
6 Month	9.3%
1 Year	8.3%
3 Year	16.1%
5 Year	12.5%
10 Year
15 Year
Since launch	17.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	1%
2024	30%
2023	29.6%
2022	-5.1%
2021	39.9%
2020	26%
2019	11.3%
2018	3.5%
2017	42%
2016	-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 Jul 26

Equity Sector Allocation

Sector	Value
Consumer Cyclical	21.38%
Financial Services	19.16%
Industrials	15.14%
Health Care	11.52%
Basic Materials	6.75%
Technology	4.97%
Consumer Defensive	3.2%
Real Estate	2.61%
Communication Services	2.44%
Utility	1.3%
Energy	0.84%

Asset Allocation

Asset Class	Value
Cash	9.34%
Equity	90.53%
Debt	0.13%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 31 Mar 23 \| FEDERALBNK	5%	₹1,570 Cr	43,740,261 ↑ 203,840
Fortis Healthcare Ltd (Healthcare) Equity, Since 31 Mar 22 \| 532843	3%	₹1,183 Cr	12,522,385
Sona BLW Precision Forgings Ltd (Consumer Cyclical) Equity, Since 30 Jun 21 \| SONACOMS	3%	₹909 Cr	11,808,912 ↑ 1,507,381
Indian Hotels Co Ltd (Consumer Cyclical) Equity, Since 31 Oct 20 \| 500850	2%	₹809 Cr	10,948,722 ↑ 624,090
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| 522275	2%	₹794 Cr	1,836,908
Phoenix Mills Ltd (Real Estate) Equity, Since 31 May 22 \| 503100	2%	₹753 Cr	3,974,761 ↑ 394,293
Apar Industries Ltd (Industrials) Equity, Since 30 Nov 23 \| APARINDS	2%	₹750 Cr	522,756
Bharat Forge Ltd (Consumer Cyclical) Equity, Since 31 Aug 23 \| 500493	2%	₹721 Cr	3,275,869 ↑ 310,025
Ipca Laboratories Ltd (Healthcare) Equity, Since 31 Jul 19 \| 524494	2%	₹700 Cr	4,005,425
Cummins India Ltd (Industrials) Equity, Since 28 Feb 21 \| 500480	2%	₹649 Cr	1,176,328

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 (₹32,592 Cr).
Oldest track record among peers (16 yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 5.60% (upper mid).
3Y return: 11.57% (upper mid).
1Y return: 2.11% (lower mid).
Alpha: -1.26 (lower mid).
Sharpe: -0.11 (upper mid).
Information ratio: -0.26 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
High-quality debt (AAA/AA ~100%).
Largest holding ICICI Bank Ltd (~7.4%).

Below is the key information for Axis Long Term Equity Fund

Axis Long Term Equity Fund Growth
Launch Date	29 Dec 09
NAV (04 Sep 26)	₹98.0204 ↓ -0.23 (-0.23 %)
Net Assets (Cr)	₹32,592 on 31 Jul 26
Category	Equity - ELSS
AMC	Axis Asset Management Company Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.54
Sharpe Ratio	-0.11
Information Ratio	-0.26
Alpha Ratio	-1.26
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 ₹349,120.
Net Profit of ₹49,120 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 4 Sep 26

Duration	Returns
1 Month	-1.4%
3 Month	7.9%
6 Month	3.7%
1 Year	2.1%
3 Year	11.6%
5 Year	5.6%
10 Year
15 Year
Since launch	14.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	4.4%
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%

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 Jul 26

Equity Sector Allocation

Sector	Value
Financial Services	31.19%
Consumer Cyclical	18.54%
Industrials	10.87%
Basic Materials	10.18%
Health Care	9.71%
Technology	5.55%
Communication Services	4.64%
Energy	2.48%
Consumer Defensive	2.44%
Utility	1.29%
Real Estate	0.96%

Asset Allocation

Asset Class	Value
Cash	2.16%
Equity	97.84%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Dec 23 \| ICICIBANK	7%	₹2,409 Cr	16,786,160 ↓ -1,147,703
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| HDFCBANK	6%	₹1,912 Cr	25,561,700 ↑ 788,321
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 23 \| BHARTIARTL	5%	₹1,513 Cr	7,672,253 ↑ 448,006
Bajaj Finance Ltd (Financial Services) Equity, Since 30 Sep 16 \| 500034	4%	₹1,339 Cr	11,731,503 ↓ -679,693
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Jul 23 \| ETERNAL	3%	₹1,029 Cr	34,024,411
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 23 \| LT	3%	₹923 Cr	2,343,559
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Apr 22 \| M&M	3%	₹911 Cr	2,679,147
Pidilite Industries Ltd (Basic Materials) Equity, Since 30 Nov 14 \| PIDILITIND	3%	₹852 Cr	5,288,310 ↓ -150,178
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 30 Jun 20 \| CHOLAFIN	2%	₹792 Cr	4,278,865 ↓ -120,292
State Bank of India (Financial Services) Equity, Since 29 Feb 24 \| SBIN	2%	₹782 Cr	7,608,019 ↓ -1,567,430

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 (₹11,315 Cr).
Established history (14+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 4.00% (bottom quartile).
3Y return: 10.68% (lower mid).
1Y return: 3.29% (upper mid).
Alpha: -1.79 (bottom quartile).
Sharpe: -0.14 (lower mid).
Information ratio: -0.51 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
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 (04 Sep 26)	₹56.41 ↓ -0.16 (-0.28 %)
Net Assets (Cr)	₹11,315 on 31 Jul 26
Category	Equity - Focused
AMC	Axis Asset Management Company Limited
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.74
Sharpe Ratio	-0.14
Information Ratio	-0.51
Alpha Ratio	-1.79
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 ₹331,978.
Net Profit of ₹31,978 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 4 Sep 26

Duration	Returns
1 Month	-0.3%
3 Month	11.8%
6 Month	8.6%
1 Year	3.3%
3 Year	10.7%
5 Year	4%
10 Year
15 Year
Since launch	13%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	2.5%
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%

Fund Manager information for Axis Focused 25 Fund

Name	Since	Tenure
Sachin Relekar	1 Feb 24	2.5 Yr.
Krishnaa N	1 Mar 24	2.42 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	33.43%
Consumer Cyclical	20.4%
Industrials	16.28%
Health Care	10.59%
Utility	2.72%
Communication Services	2.7%
Technology	2.27%
Consumer Defensive	2.14%
Basic Materials	2.1%
Energy	1.04%

Asset Allocation

Asset Class	Value
Cash	6.34%
Equity	93.66%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jul 21 \| ICICIBANK	8%	₹925 Cr	6,447,263
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Jul 24 \| ETERNAL	7%	₹787 Cr	26,016,465 ↑ 113,456
Bajaj Finance Ltd (Financial Services) Equity, Since 30 Sep 16 \| 500034	6%	₹666 Cr	5,834,603
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 31 Dec 22 \| CHOLAFIN	5%	₹615 Cr	3,323,446
Divi's Laboratories Ltd (Healthcare) Equity, Since 31 Jul 19 \| DIVISLAB	5%	₹599 Cr	743,985 ↓ -99,400
Apollo Hospitals Enterprise Ltd (Healthcare) Equity, Since 30 Sep 22 \| APOLLOHOSP	5%	₹598 Cr	668,123
TVS Motor Co Ltd (Consumer Cyclical) Equity, Since 31 May 26 \| 532343	4%	₹499 Cr	1,156,154 ↑ 5,906
State Bank of India (Financial Services) Equity, Since 31 Jan 26 \| SBIN	4%	₹473 Cr	4,604,580
Apar Industries Ltd (Industrials) Equity, Since 31 Aug 24 \| APARINDS	4%	₹423 Cr	294,766
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 May 24 \| M&M	4%	₹414 Cr	1,218,527

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 (₹31,632 Cr).
Established history (16+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 5.16% (lower mid).
3Y return: 9.23% (bottom quartile).
1Y return: -0.30% (bottom quartile).
Alpha: -0.54 (upper mid).
Sharpe: -0.20 (bottom quartile).
Information ratio: -0.32 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
High-quality debt (AAA/AA ~100%).
Largest holding ICICI Bank Ltd (~9.6%).

Below is the key information for Axis Bluechip Fund

Axis Bluechip Fund Growth
Launch Date	5 Jan 10
NAV (04 Sep 26)	₹59.98 ↓ -0.09 (-0.15 %)
Net Assets (Cr)	₹31,632 on 31 Jul 26
Category	Equity - Large Cap
AMC	Axis Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.57
Sharpe Ratio	-0.2
Information Ratio	-0.32
Alpha Ratio	-0.54
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 ₹349,120.
Net Profit of ₹49,120 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 4 Sep 26

Duration	Returns
1 Month	-2.8%
3 Month	6.4%
6 Month	0.4%
1 Year	-0.3%
3 Year	9.2%
5 Year	5.2%
10 Year
15 Year
Since launch	11.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	6.3%
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%

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 Jul 26

Equity Sector Allocation

Sector	Value
Financial Services	34.51%
Consumer Cyclical	18.58%
Health Care	11.57%
Industrials	8.06%
Basic Materials	5.23%
Communication Services	4.85%
Technology	4.73%
Consumer Defensive	3.96%
Energy	3.73%

Asset Allocation

Asset Class	Value
Cash	3.34%
Equity	96.49%
Debt	0.17%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 30 Sep 18 \| ICICIBANK	10%	₹3,050 Cr	21,246,404 ↓ -396,870
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| HDFCBANK	8%	₹2,657 Cr	35,514,890 ↑ 5,072,177
Bajaj Finance Ltd (Financial Services) Equity, Since 31 Jul 17 \| 500034	6%	₹1,757 Cr	15,393,655 ↑ 896,452
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Nov 19 \| BHARTIARTL	5%	₹1,533 Cr	7,775,267
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Nov 21 \| M&M	4%	₹1,264 Cr	3,718,054 ↑ 237,997
Reliance Industries Ltd (Energy) Equity, Since 28 Feb 18 \| RELIANCE	4%	₹1,178 Cr	9,010,033
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 23 \| ETERNAL	4%	₹1,153 Cr	38,119,993 ↓ -2,101,494
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Nov 21 \| LT	3%	₹1,069 Cr	2,713,289 ↓ -999,460
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 30 Sep 21 \| SUNPHARMA	3%	₹978 Cr	4,915,379
Titan Co Ltd (Consumer Cyclical) Equity, Since 31 Mar 18 \| TITAN	3%	₹960 Cr	1,969,454

యాక్సిస్ మ్యూచువల్ ఫండ్ ఆన్‌లైన్‌లో ఎలా పెట్టుబడి పెట్టాలి?

Fincash.comలో జీవితకాలం కోసం ఉచిత పెట్టుబడి ఖాతాను తెరవండి.

మీ రిజిస్ట్రేషన్ మరియు KYC ప్రక్రియను పూర్తి చేయండి

పత్రాలను అప్‌లోడ్ చేయండి (పాన్, ఆధార్, మొదలైనవి).మరియు, మీరు పెట్టుబడి పెట్టడానికి సిద్ధంగా ఉన్నారు!

ప్రారంభించడానికి

Disclaimer:
ఇక్కడ అందించిన సమాచారం ఖచ్చితమైనదని నిర్ధారించడానికి అన్ని ప్రయత్నాలు చేయబడ్డాయి. అయినప్పటికీ, డేటా యొక్క ఖచ్చితత్వానికి సంబంధించి ఎటువంటి హామీలు ఇవ్వబడవు. దయచేసి ఏదైనా పెట్టుబడి పెట్టే ముందు పథకం సమాచార పత్రంతో ధృవీకరించండి.