+91-22-48913909Axis Mutual Fund 2022 کے ذریعے 4 بہترین ایکویٹی فنڈز
اگر آپ اپنے خاندان کے لیے دولت بنانا چاہتے ہیں یا اپنے بچے کی اعلیٰ تعلیم کا منصوبہ بنانا چاہتے ہیں، تو پھرایکویٹی فنڈز کی طرف سےایکسس میوچل فنڈ سرمایہ کاری کرنے کا بہترین آپشن ہے۔
ایکویٹی فنڈز کی ایک قسم ہے۔مشترکہ فنڈ جو بنیادی طور پر ایکویٹی اور متعلقہ آلات میں سرمایہ کاری کرتا ہے۔ یہ فنڈز طویل مدتی مالی ضروریات کو پورا کرنے کے لیے ایک اچھا اختیار ہیں۔ یہ فنڈز طویل مدت میں زیادہ منافع فراہم کرنے کی بڑی صلاحیت رکھتے ہیں، اسی لیے ایکویٹی فنڈز میں کم از کم 3-5 سال تک سرمایہ کاری کرنے کا مشورہ دیا جاتا ہے۔ لیکن، ایکویٹی فنڈز صرف ان سرمایہ کاروں کے لیے موزوں ہیں جو اپنی سرمایہ کاری میں زیادہ خطرہ برداشت کر سکتے ہیں۔
اس اسکیم میں سرمایہ کاری کرنے کی منصوبہ بندی کرنے والے سرمایہ کار نیچے دیے گئے ٹاپ 4 میں سے انتخاب کر سکتے ہیں۔بہترین ایکویٹی فنڈز ایکسس میوچل فنڈ کے ذریعے۔ ان فنڈز کو کچھ اہم پیرامیٹرز جیسے AUM، کے ذریعے شارٹ لسٹ کیا گیا ہے۔نہیں ہیں، ماضی کی کارکردگی، اوسط ہم مرتبہ کی واپسی، اور دیگر معلوماتی تناسب۔
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ایکسس ایکویٹی فنڈز میں کیوں سرمایہ کاری کریں؟
کی طرف سےسرمایہ کاری ایکویٹی فنڈز میں، کوئی اپنے طویل مدتی سرمایہ کاری کے اہداف کی منصوبہ بندی کر سکتا ہے جیسے گھر/کار خریدنا،ریٹائرمنٹ پلاننگ، بچے کا کیریئر یا دولت کی تخلیق جتنا آسان۔
ایکسس میوچل فنڈ ایک اسکیم پیش کرتا ہے جو آپ کو ٹیکس فوائد سے لطف اندوز ہونے میں مدد کرتا ہے۔ اسکیم کا نام ہے-
ایکسس لانگ ٹرم ایکویٹی فنڈ. اس اسکیم میں سرمایہ کاری کرکے کوئی اپنی منصوبہ بندی کرسکتا ہے۔ٹیکس کے تحتسیکشن 80 سی کےانکم ٹیکس ایکٹ، 1961۔Axis Mutual Fund کے فنڈ مینیجرز کے پاس سرمایہ کاری کے فیصلے کرنے کا بھرپور تجربہ ہے۔ ان کا تجربہ آپ کی ترقی میں مدد کرے گا۔سرمایہ ایک طویل مدت کے دوران.
بہترین ایکسس ایکویٹی میوچل فنڈز
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. Below is the key information for Axis Mid Cap 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. Research Highlights for Axis Long Term Equity Fund 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. Research Highlights for Axis Focused 25 Fund Below is the key information for Axis Focused 25 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. Research Highlights for Axis Bluechip Fund Below is the key information for Axis Bluechip Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Sharpe Ratio Axis Mid Cap Fund Growth ₹117.05
↓ -0.14 ₹35,425 -1 11.8 5 14.2 11.3 1 0.39 Axis Long Term Equity Fund Growth ₹92.6537
↓ -0.25 ₹32,667 -2 6.9 -2.2 8.9 4.2 4.4 0.03 Axis Focused 25 Fund Growth ₹53.09
↓ -0.39 ₹11,424 0 11.1 -1.5 8.3 2.5 2.5 0.13 Axis Bluechip Fund Growth ₹57.07
↓ -0.19 ₹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 30 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
Axis Long Term Equity Fund
Axis Focused 25 Fund
Axis Bluechip Fund
اثاثے >= 200 کروڑ اور ترتیب دیا گیا3 سالسی اے جی آر واپسی.1. Axis Mid Cap Fund
Axis Mid Cap Fund
Growth Launch Date 18 Feb 11 NAV (30 Sep 26) ₹117.05 ↓ -0.14 (-0.12 %) 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 30 Sep 21 ₹10,000 30 Sep 22 ₹9,932 30 Sep 23 ₹11,431 30 Sep 24 ₹16,977 30 Sep 25 ₹16,222 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 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 | FEDERALBNK4% ₹1,560 Cr 43,740,261 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 22 | 5328433% ₹1,136 Cr 12,522,385 Apar Industries Ltd (Industrials)
Equity, Since 30 Nov 23 | APARINDS3% ₹968 Cr 547,073
↑ 24,317 Sona BLW Precision Forgings Ltd (Consumer Cyclical)
Equity, Since 30 Jun 21 | SONACOMS3% ₹960 Cr 11,808,912 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222752% ₹833 Cr 1,873,385
↑ 36,477 PB Fintech Ltd (Financial Services)
Equity, Since 31 Jan 24 | POLICYBZR2% ₹823 Cr 4,390,006
↑ 855,101 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 5008502% ₹808 Cr 10,948,722 Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | 5244942% ₹791 Cr 4,005,425 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 May 22 | 5031002% ₹755 Cr 3,974,761 Lenskart Solutions Ltd (Healthcare)
Equity, Since 31 Oct 25 | LENSKART2% ₹720 Cr 10,873,986
↑ 606,461 2. Axis Long Term Equity Fund
Axis Long Term Equity Fund
Growth Launch Date 29 Dec 09 NAV (30 Sep 26) ₹92.6537 ↓ -0.25 (-0.27 %) 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 30 Sep 21 ₹10,000 30 Sep 22 ₹8,758 30 Sep 23 ₹9,532 30 Sep 24 ₹13,242 30 Sep 25 ₹12,558 Returns for Axis Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 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 | ICICIBANK7% ₹2,294 Cr 15,778,361
↓ -1,007,799 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK6% ₹1,812 Cr 25,561,700 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 23 | BHARTIARTL4% ₹1,390 Cr 7,672,253 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000343% ₹1,118 Cr 10,580,575
↓ -1,150,928 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | ETERNAL3% ₹1,057 Cr 32,229,531
↓ -1,794,880 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 23 | LT3% ₹948 Cr 2,343,559 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 17 | DIVISLAB3% ₹886 Cr 936,107 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | 5322153% ₹860 Cr 6,617,505
↑ 526,081 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND3% ₹857 Cr 5,075,861
↓ -212,449 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M3% ₹841 Cr 2,560,978
↓ -118,169 3. Axis Focused 25 Fund
Axis Focused 25 Fund
Growth Launch Date 29 Jun 12 NAV (30 Sep 26) ₹53.09 ↓ -0.39 (-0.73 %) 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 30 Sep 21 ₹10,000 30 Sep 22 ₹8,537 30 Sep 23 ₹8,907 30 Sep 24 ₹12,105 30 Sep 25 ₹11,448 Returns for Axis Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 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 | ICICIBANK8% ₹937 Cr 6,447,263 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 24 | ETERNAL7% ₹854 Cr 26,016,465 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB6% ₹704 Cr 743,985 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 22 | CHOLAFIN5% ₹617 Cr 3,323,446 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000345% ₹617 Cr 5,834,603 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Sep 22 | APOLLOHOSP5% ₹595 Cr 668,123 Apar Industries Ltd (Industrials)
Equity, Since 31 Aug 24 | APARINDS5% ₹536 Cr 302,871
↑ 8,105 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 May 26 | 5323434% ₹502 Cr 1,156,154 State Bank of India (Financial Services)
Equity, Since 31 Jan 26 | SBIN4% ₹488 Cr 4,604,580 PB Fintech Ltd (Financial Services)
Equity, Since 31 Jul 24 | POLICYBZR4% ₹478 Cr 2,548,588 4. Axis Bluechip Fund
Axis Bluechip Fund
Growth Launch Date 5 Jan 10 NAV (30 Sep 26) ₹57.07 ↓ -0.19 (-0.33 %) 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 30 Sep 21 ₹10,000 30 Sep 22 ₹9,234 30 Sep 23 ₹9,934 30 Sep 24 ₹13,431 30 Sep 25 ₹12,773 Returns for Axis Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 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 | ICICIBANK10% ₹2,987 Cr 20,544,224
↓ -702,180 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK8% ₹2,518 Cr 35,514,890 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL5% ₹1,529 Cr 8,439,932
↑ 664,665 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 5000345% ₹1,527 Cr 14,444,275
↓ -949,380 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M4% ₹1,252 Cr 3,813,639
↑ 95,585 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | ETERNAL4% ₹1,251 Cr 38,119,993 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE3% ₹1,089 Cr 8,531,364
↓ -478,669 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 21 | LT3% ₹1,066 Cr 2,634,818
↓ -78,471 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | 5322153% ₹1,000 Cr 7,689,555
↑ 51,908 Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 18 | TITAN3% ₹969 Cr 1,899,206
↓ -70,248
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Research Highlights for Axis Mid Cap Fund