యాక్సిస్ మ్యూచువల్ ఫండ్ 2022 ద్వారా 4 ఉత్తమ ఈక్విటీ ఫండ్‌లు

Updated on February 15, 2026 , 44778 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 (%)	2024 (%)	Sharpe Ratio
Axis Mid Cap Fund Growth	₹113.55 ↑ 0.27	₹31,717	-1.7	1.3	17.1	19.5	16	1	-0.2
Axis Long Term Equity Fund Growth	₹97.0583 ↑ 0.21	₹34,263	-1.7	1.7	11.1	15.4	9	4.4	-0.07
Axis Bluechip Fund Growth	₹61.78 ↑ 0.13	₹33,556	-0.9	2.9	10.5	12.8	8.8	6.3	0.07
Axis Focused 25 Fund Growth	₹53.42 ↑ 0.05	₹11,972	-4.9	-2.6	8.8	12	6.2	2.5	-0.19
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Feb 26
Note: Ratio's shown as on 31 Dec 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 (₹31,717 Cr).	Highest AUM (₹34,263 Cr).	Upper mid AUM (₹33,556 Cr).	Bottom quartile AUM (₹11,972 Cr).
Point 2	Established history (15+ yrs).	Oldest track record among peers (16 yrs).	Established history (16+ 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: 15.96% (top quartile).	5Y return: 9.04% (upper mid).	5Y return: 8.82% (lower mid).	5Y return: 6.20% (bottom quartile).
Point 6	3Y return: 19.51% (top quartile).	3Y return: 15.43% (upper mid).	3Y return: 12.81% (lower mid).	3Y return: 11.99% (bottom quartile).
Point 7	1Y return: 17.10% (top quartile).	1Y return: 11.13% (upper mid).	1Y return: 10.46% (lower mid).	1Y return: 8.75% (bottom quartile).
Point 8	Alpha: 0.00 (top quartile).	Alpha: -3.06 (upper mid).	Alpha: -3.38 (lower mid).	Alpha: -4.94 (bottom quartile).
Point 9	Sharpe: -0.20 (bottom quartile).	Sharpe: -0.07 (upper mid).	Sharpe: 0.07 (top quartile).	Sharpe: -0.19 (lower mid).
Point 10	Information ratio: 0.00 (top quartile).	Information ratio: -0.43 (upper mid).	Information ratio: -0.99 (bottom quartile).	Information ratio: -0.92 (lower mid).

Axis Mid Cap Fund

Lower mid AUM (₹31,717 Cr).
Established history (15+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 15.96% (top quartile).
3Y return: 19.51% (top quartile).
1Y return: 17.10% (top quartile).
Alpha: 0.00 (top quartile).
Sharpe: -0.20 (bottom quartile).
Information ratio: 0.00 (top quartile).

Axis Long Term Equity Fund

Highest AUM (₹34,263 Cr).
Oldest track record among peers (16 yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 9.04% (upper mid).
3Y return: 15.43% (upper mid).
1Y return: 11.13% (upper mid).
Alpha: -3.06 (upper mid).
Sharpe: -0.07 (upper mid).
Information ratio: -0.43 (upper mid).

Axis Bluechip Fund

Upper mid AUM (₹33,556 Cr).
Established history (16+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 8.82% (lower mid).
3Y return: 12.81% (lower mid).
1Y return: 10.46% (lower mid).
Alpha: -3.38 (lower mid).
Sharpe: 0.07 (top quartile).
Information ratio: -0.99 (bottom quartile).

Axis Focused 25 Fund

Bottom quartile AUM (₹11,972 Cr).
Established history (13+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 6.20% (bottom quartile).
3Y return: 11.99% (bottom quartile).
1Y return: 8.75% (bottom quartile).
Alpha: -4.94 (bottom quartile).
Sharpe: -0.19 (lower mid).
Information ratio: -0.92 (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

Lower mid AUM (₹31,717 Cr).
Established history (15+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 15.96% (top quartile).
3Y return: 19.51% (top quartile).
1Y return: 17.10% (top quartile).
Alpha: 0.00 (top quartile).
Sharpe: -0.20 (bottom quartile).
Information ratio: 0.00 (top quartile).
Top sector: Financial Services.
Higher exposure to Cash Equivalent (bond sector) vs peer median.
Equity-heavy allocation (~87%).
High-quality debt (AAA/AA ~100%).
Largest holding The Federal Bank Ltd (~3.7%).

Below is the key information for Axis Mid Cap Fund

Axis Mid Cap Fund Growth
Launch Date	18 Feb 11
NAV (17 Feb 26)	₹113.55 ↑ 0.27 (0.24 %)
Net Assets (Cr)	₹31,717 on 31 Dec 25
Category	Equity - Mid Cap
AMC	Axis Asset Management Company Limited
Rating	☆
Risk	Moderately High
Expense Ratio	1.57
Sharpe Ratio	-0.2
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 Jan 21	₹10,000
31 Jan 22	₹13,844
31 Jan 23	₹13,230
31 Jan 24	₹17,638
31 Jan 25	₹20,992
31 Jan 26	₹22,487

Axis Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579 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 17 Feb 26

Duration	Returns
1 Month	2.5%
3 Month	-1.7%
6 Month	1.3%
1 Year	17.1%
3 Year	19.5%
5 Year	16%
10 Year
15 Year
Since launch	17.6%

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	9.19 Yr.
Nitin Arora	3 Aug 23	2.5 Yr.
Krishnaa N	1 Mar 24	1.92 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	19.18%
Consumer Cyclical	18.47%
Industrials	16.9%
Health Care	9.49%
Basic Materials	7.86%
Technology	7.37%
Communication Services	2.86%
Real Estate	2.63%
Utility	1.34%
Energy	1.12%

Asset Allocation

Asset Class	Value
Cash	12.75%
Equity	87.23%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 31 Mar 23 \| FEDERALBNK	4%	₹1,139 Cr	39,590,705
Fortis Healthcare Ltd (Healthcare) Equity, Since 31 Mar 22 \| FORTIS	4%	₹1,112 Cr	13,060,764
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 31 Jul 24 \| MCX	3%	₹902 Cr	3,569,065
Indian Hotels Co Ltd (Consumer Cyclical) Equity, Since 31 Oct 20 \| INDHOTEL	2%	₹729 Cr	10,812,201
Phoenix Mills Ltd (Real Estate) Equity, Since 31 May 22 \| PHOENIXLTD	2%	₹618 Cr	3,700,614
Coromandel International Ltd (Basic Materials) Equity, Since 30 Jun 20 \| COROMANDEL	2%	₹615 Cr	2,692,866
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| GVT&D	2%	₹603 Cr	1,866,283 ↑ 37,637
Schaeffler India Ltd (Consumer Cyclical) Equity, Since 31 Jul 21 \| SCHAEFFLER	2%	₹582 Cr	1,605,995 ↓ -33,300
UNO Minda Ltd (Consumer Cyclical) Equity, Since 31 Aug 21 \| UNOMINDA	2%	₹554 Cr	4,689,803 ↓ -460,482
TVS Motor Co Ltd (Consumer Cyclical) Equity, Since 28 Feb 22 \| TVSMOTOR	2%	₹551 Cr	1,498,641

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 (₹34,263 Cr).
Oldest track record among peers (16 yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 9.04% (upper mid).
3Y return: 15.43% (upper mid).
1Y return: 11.13% (upper mid).
Alpha: -3.06 (upper mid).
Sharpe: -0.07 (upper mid).
Information ratio: -0.43 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
High-quality debt (AAA/AA ~100%).
Largest holding ICICI Bank Ltd (~7.2%).

Below is the key information for Axis Long Term Equity Fund

Axis Long Term Equity Fund Growth
Launch Date	29 Dec 09
NAV (17 Feb 26)	₹97.0583 ↑ 0.21 (0.21 %)
Net Assets (Cr)	₹34,263 on 31 Dec 25
Category	Equity - ELSS
AMC	Axis Asset Management Company Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.52
Sharpe Ratio	-0.07
Information Ratio	-0.43
Alpha Ratio	-3.06
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
31 Jan 21	₹10,000
31 Jan 22	₹12,493
31 Jan 23	₹11,014
31 Jan 24	₹14,025
31 Jan 25	₹16,095
31 Jan 26	₹16,894

Axis Long Term Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859 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 17 Feb 26

Duration	Returns
1 Month	1.3%
3 Month	-1.7%
6 Month	1.7%
1 Year	11.1%
3 Year	15.4%
5 Year	9%
10 Year
15 Year
Since launch	15.1%

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	2.5 Yr.
Ashish Naik	3 Aug 23	2.5 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	32.61%
Consumer Cyclical	15.44%
Basic Materials	9.49%
Industrials	9.47%
Technology	8.52%
Health Care	7.59%
Communication Services	4.61%
Consumer Defensive	3.59%
Energy	2.42%
Utility	2.29%
Real Estate	0.76%

Asset Allocation

Asset Class	Value
Cash	3.18%
Equity	96.81%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Dec 23 \| ICICIBANK	7%	₹2,383 Cr	17,583,598 ↑ 625,401
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| HDFCBANK	7%	₹2,374 Cr	25,548,800 ↓ -1,000,000
Infosys Ltd (Technology) Equity, Since 31 May 24 \| INFY	4%	₹1,353 Cr	8,247,387
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 23 \| BHARTIARTL	4%	₹1,290 Cr	6,550,843 ↓ -408,500
Bajaj Finance Ltd (Financial Services) Equity, Since 30 Sep 16 \| BAJFINANCE	3%	₹1,080 Cr	11,616,669 ↓ -325,568
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 23 \| LT	3%	₹906 Cr	2,304,465
State Bank of India (Financial Services) Equity, Since 29 Feb 24 \| SBIN	3%	₹889 Cr	8,254,651 ↑ 313,941
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Apr 22 \| M&M	3%	₹833 Cr	2,426,822
Reliance Industries Ltd (Energy) Equity, Since 31 Jan 24 \| RELIANCE	2%	₹758 Cr	5,432,910 ↑ 1,606,968
Torrent Power Ltd (Utilities) Equity, Since 30 Jun 13 \| TORNTPOWER	2%	₹753 Cr	5,423,964 ↓ -187,411

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 (₹33,556 Cr).
Established history (16+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 8.82% (lower mid).
3Y return: 12.81% (lower mid).
1Y return: 10.46% (lower mid).
Alpha: -3.38 (lower mid).
Sharpe: 0.07 (top quartile).
Information ratio: -0.99 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
High-quality debt (AAA/AA ~100%).
Largest holding HDFC Bank Ltd (~8.8%).

Below is the key information for Axis Bluechip Fund

Axis Bluechip Fund Growth
Launch Date	5 Jan 10
NAV (17 Feb 26)	₹61.78 ↑ 0.13 (0.21 %)
Net Assets (Cr)	₹33,556 on 31 Dec 25
Category	Equity - Large Cap
AMC	Axis Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	0.68
Sharpe Ratio	0.07
Information Ratio	-0.99
Alpha Ratio	-3.38
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 Jan 21	₹10,000
31 Jan 22	₹12,320
31 Jan 23	₹11,505
31 Jan 24	₹14,055
31 Jan 25	₹15,624
31 Jan 26	₹16,520

Axis Bluechip Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357 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 17 Feb 26

Duration	Returns
1 Month	0.9%
3 Month	-0.9%
6 Month	2.9%
1 Year	10.5%
3 Year	12.8%
5 Year	8.8%
10 Year
15 Year
Since launch	12%

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	9.19 Yr.
Jayesh Sundar	4 Nov 24	1.24 Yr.
Krishnaa N	1 Mar 24	1.92 Yr.

Data below for Axis Bluechip Fund as on 31 Dec 25

Equity Sector Allocation

Sector	Value
Financial Services	33.04%
Consumer Cyclical	14.48%
Industrials	10.39%
Technology	9.13%
Energy	6.67%
Health Care	5.76%
Communication Services	5.2%
Basic Materials	4.38%
Consumer Defensive	2.55%
Utility	0.9%

Asset Allocation

Asset Class	Value
Cash	4.84%
Equity	95.15%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| HDFCBANK	9%	₹2,850 Cr	30,669,611 ↓ -1,767,465
ICICI Bank Ltd (Financial Services) Equity, Since 30 Sep 18 \| ICICIBANK	8%	₹2,696 Cr	19,897,888
Reliance Industries Ltd (Energy) Equity, Since 28 Feb 18 \| RELIANCE	7%	₹2,131 Cr	15,275,169 ↓ -1,498,674
Infosys Ltd (Technology) Equity, Since 31 Dec 17 \| INFY	6%	₹1,843 Cr	11,232,211
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Nov 21 \| LT	5%	₹1,669 Cr	4,243,229 ↑ 40,500
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Nov 19 \| BHARTIARTL	5%	₹1,566 Cr	7,952,020 ↓ -324,366
State Bank of India (Financial Services) Equity, Since 31 May 21 \| SBIN	4%	₹1,363 Cr	12,651,950 ↓ -330,487
Bajaj Finance Ltd (Financial Services) Equity, Since 31 Jul 17 \| BAJFINANCE	4%	₹1,214 Cr	13,060,685
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Nov 21 \| M&M	4%	₹1,138 Cr	3,316,715 ↑ 82,260
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Aug 11 \| KOTAKBANK	3%	₹950 Cr	23,285,580

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 (₹11,972 Cr).
Established history (13+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 6.20% (bottom quartile).
3Y return: 11.99% (bottom quartile).
1Y return: 8.75% (bottom quartile).
Alpha: -4.94 (bottom quartile).
Sharpe: -0.19 (lower mid).
Information ratio: -0.92 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~92%).
Largest holding ICICI Bank Ltd (~9.7%).

Below is the key information for Axis Focused 25 Fund

Axis Focused 25 Fund Growth
Launch Date	29 Jun 12
NAV (17 Feb 26)	₹53.42 ↑ 0.05 (0.09 %)
Net Assets (Cr)	₹11,972 on 31 Dec 25
Category	Equity - Focused
AMC	Axis Asset Management Company Limited
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.73
Sharpe Ratio	-0.19
Information Ratio	-0.92
Alpha Ratio	-4.94
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 Jan 21	₹10,000
31 Jan 22	₹12,343
31 Jan 23	₹10,486
31 Jan 24	₹12,979
31 Jan 25	₹14,357
31 Jan 26	₹14,891

Axis Focused 25 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹357,992.
Net Profit of ₹57,992 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 17 Feb 26

Duration	Returns
1 Month	-0.4%
3 Month	-4.9%
6 Month	-2.6%
1 Year	8.8%
3 Year	12%
5 Year	6.2%
10 Year
15 Year
Since launch	13.1%

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 Yr.
Krishnaa N	1 Mar 24	1.92 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	30.63%
Consumer Cyclical	13.54%
Health Care	11.35%
Industrials	9.89%
Technology	7.1%
Communication Services	6.05%
Basic Materials	3.69%
Utility	3.28%
Real Estate	2.89%
Energy	2.39%
Consumer Defensive	1.65%

Asset Allocation

Asset Class	Value
Cash	7.54%
Equity	92.46%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jul 21 \| ICICIBANK	10%	₹1,103 Cr	8,141,967
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 23 \| HDFCBANK	7%	₹811 Cr	8,723,946 ↓ -1,060,012
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Jul 24 \| 543320	6%	₹644 Cr	23,556,230 ↓ -1,611,547
Infosys Ltd (Technology) Equity, Since 30 Jun 25 \| INFY	5%	₹581 Cr	3,538,434
Divi's Laboratories Ltd (Healthcare) Equity, Since 31 Jul 19 \| DIVISLAB	5%	₹538 Cr	889,114 ↓ -43,600
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 31 Dec 22 \| CHOLAFIN	5%	₹534 Cr	3,271,510 ↓ -439,491
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Dec 23 \| BHARTIARTL	5%	₹517 Cr	2,627,988 ↓ -203,393
Apollo Hospitals Enterprise Ltd (Healthcare) Equity, Since 30 Sep 22 \| APOLLOHOSP	4%	₹465 Cr	668,123
Pidilite Industries Ltd (Basic Materials) Equity, Since 30 Jun 16 \| PIDILITIND	4%	₹419 Cr	2,931,176
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 May 24 \| M&M	4%	₹402 Cr	1,170,148

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.