Axis Mutual Fund 2022 کے ذریعے 4 بہترین ایکویٹی فنڈز

Updated on April 19, 2026 , 44978 views

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

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)	Sharpe Ratio
Axis Mid Cap Fund Growth	₹115.26 ↑ 0.72	₹28,835	7.1	0.3	11.2	20.6	16.4	1	-0.22
Axis Long Term Equity Fund Growth	₹94.4374 ↑ 0.91	₹29,076	0.9	-4.5	1.5	14.4	9.7	4.4	-0.74
Axis Bluechip Fund Growth	₹59.05 ↑ 0.51	₹28,661	-1.6	-5.4	0.4	12.1	9.4	6.3	-0.79
Axis Focused 25 Fund Growth	₹52.26 ↑ 0.47	₹9,967	0	-7.7	-1.5	11.7	7.3	2.5	-0.91
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Apr 26
Note: Ratio's shown as on 31 Mar 26

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	Upper mid AUM (₹28,835 Cr).	Highest AUM (₹29,076 Cr).	Lower mid AUM (₹28,661 Cr).	Bottom quartile AUM (₹9,967 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: 16.44% (top quartile).	5Y return: 9.67% (upper mid).	5Y return: 9.37% (lower mid).	5Y return: 7.28% (bottom quartile).
Point 6	3Y return: 20.58% (top quartile).	3Y return: 14.41% (upper mid).	3Y return: 12.07% (lower mid).	3Y return: 11.74% (bottom quartile).
Point 7	1Y return: 11.20% (top quartile).	1Y return: 1.52% (upper mid).	1Y return: 0.41% (lower mid).	1Y return: -1.54% (bottom quartile).
Point 8	Alpha: 0.00 (top quartile).	Alpha: -3.67 (lower mid).	Alpha: -3.36 (upper mid).	Alpha: -6.08 (bottom quartile).
Point 9	Sharpe: -0.22 (top quartile).	Sharpe: -0.74 (upper mid).	Sharpe: -0.79 (lower mid).	Sharpe: -0.91 (bottom quartile).
Point 10	Information ratio: 0.00 (top quartile).	Information ratio: -0.30 (upper mid).	Information ratio: -0.76 (lower mid).	Information ratio: -0.84 (bottom quartile).

Axis Mid Cap Fund

Upper mid AUM (₹28,835 Cr).
Established history (15+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.44% (top quartile).
3Y return: 20.58% (top quartile).
1Y return: 11.20% (top quartile).
Alpha: 0.00 (top quartile).
Sharpe: -0.22 (top quartile).
Information ratio: 0.00 (top quartile).

Axis Long Term Equity Fund

Highest AUM (₹29,076 Cr).
Oldest track record among peers (16 yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 9.67% (upper mid).
3Y return: 14.41% (upper mid).
1Y return: 1.52% (upper mid).
Alpha: -3.67 (lower mid).
Sharpe: -0.74 (upper mid).
Information ratio: -0.30 (upper mid).

Axis Bluechip Fund

Lower mid AUM (₹28,661 Cr).
Established history (16+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 9.37% (lower mid).
3Y return: 12.07% (lower mid).
1Y return: 0.41% (lower mid).
Alpha: -3.36 (upper mid).
Sharpe: -0.79 (lower mid).
Information ratio: -0.76 (lower mid).

Axis Focused 25 Fund

Bottom quartile AUM (₹9,967 Cr).
Established history (13+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 7.28% (bottom quartile).
3Y return: 11.74% (bottom quartile).
1Y return: -1.54% (bottom quartile).
Alpha: -6.08 (bottom quartile).
Sharpe: -0.91 (bottom quartile).
Information ratio: -0.84 (bottom quartile).

*فنڈز کی فہرست پر مبنی ہے۔اثاثے >= 200 کروڑ اور ترتیب دیا گیا3 سالسی اے جی آر واپسی.

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

Upper mid AUM (₹28,835 Cr).
Established history (15+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.44% (top quartile).
3Y return: 20.58% (top quartile).
1Y return: 11.20% (top quartile).
Alpha: 0.00 (top quartile).
Sharpe: -0.22 (top quartile).
Information ratio: 0.00 (top quartile).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~91%).
High-quality debt (AAA/AA ~100%).
Largest holding Nifty April 2026 Future (~3.8%).

Below is the key information for Axis Mid Cap Fund

Axis Mid Cap Fund Growth
Launch Date	18 Feb 11
NAV (21 Apr 26)	₹115.26 ↑ 0.72 (0.63 %)
Net Assets (Cr)	₹28,835 on 31 Mar 26
Category	Equity - Mid Cap
AMC	Axis Asset Management Company Limited
Rating	☆
Risk	Moderately High
Expense Ratio	1.57
Sharpe Ratio	-0.22
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 Mar 21	₹10,000
31 Mar 22	₹12,338
31 Mar 23	₹11,780
31 Mar 24	₹16,646
31 Mar 25	₹18,543
31 Mar 26	₹18,790

Axis Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 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 21 Apr 26

Duration	Returns
1 Month	9%
3 Month	7.1%
6 Month	0.3%
1 Year	11.2%
3 Year	20.6%
5 Year	16.4%
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	9.36 Yr.
Nitin Arora	3 Aug 23	2.66 Yr.
Krishnaa N	1 Mar 24	2.08 Yr.

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

Equity Sector Allocation

Sector	Value
Industrials	18.39%
Financial Services	18.25%
Consumer Cyclical	17.92%
Health Care	10.99%
Basic Materials	7.64%
Technology	6.28%
Communication Services	2.92%
Real Estate	2.32%
Utility	1.4%
Energy	0.82%

Asset Allocation

Asset Class	Value
Cash	8.98%
Equity	90.74%
Debt	0.28%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Nifty April 2026 Future - \| -	4%	₹1,105 Cr	492,505 ↑ 492,505
The Federal Bank Ltd (Financial Services) Equity, Since 31 Mar 23 \| FEDERALBNK	4%	₹1,101 Cr	42,439,122
Fortis Healthcare Ltd (Healthcare) Equity, Since 31 Mar 22 \| 532843	3%	₹990 Cr	12,447,404 ↓ -613,360
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 31 Jul 24 \| MCX	3%	₹853 Cr	3,569,065
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| 522275	3%	₹722 Cr	1,982,807
Schaeffler India Ltd (Consumer Cyclical) Equity, Since 31 Jul 21 \| SCHAEFFLER	2%	₹649 Cr	1,686,972
Ipca Laboratories Ltd (Healthcare) Equity, Since 31 Jul 19 \| 524494	2%	₹608 Cr	3,795,081 ↑ 378,758
Indian Hotels Co Ltd (Consumer Cyclical) Equity, Since 31 Oct 20 \| 500850	2%	₹587 Cr	10,282,877 ↓ -529,324
Coromandel International Ltd (Basic Materials) Equity, Since 30 Jun 20 \| 506395	2%	₹542 Cr	2,836,866 ↑ 144,000
Phoenix Mills Ltd (Real Estate) Equity, Since 31 May 22 \| 503100	2%	₹539 Cr	3,580,468 ↓ -120,146

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 (₹29,076 Cr).
Oldest track record among peers (16 yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 9.67% (upper mid).
3Y return: 14.41% (upper mid).
1Y return: 1.52% (upper mid).
Alpha: -3.67 (lower mid).
Sharpe: -0.74 (upper mid).
Information ratio: -0.30 (upper 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 (~7.3%).

Below is the key information for Axis Long Term Equity Fund

Axis Long Term Equity Fund Growth
Launch Date	29 Dec 09
NAV (21 Apr 26)	₹94.4374 ↑ 0.91 (0.97 %)
Net Assets (Cr)	₹29,076 on 31 Mar 26
Category	Equity - ELSS
AMC	Axis Asset Management Company Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.52
Sharpe Ratio	-0.74
Information Ratio	-0.3
Alpha Ratio	-3.67
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
31 Mar 21	₹10,000
31 Mar 22	₹11,284
31 Mar 23	₹10,013
31 Mar 24	₹13,937
31 Mar 25	₹14,825
31 Mar 26	₹13,958

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 21 Apr 26

Duration	Returns
1 Month	7.6%
3 Month	0.9%
6 Month	-4.5%
1 Year	1.5%
3 Year	14.4%
5 Year	9.7%
10 Year
15 Year
Since launch	14.8%

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	2.66 Yr.
Ashish Naik	3 Aug 23	2.66 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	30.72%
Consumer Cyclical	14.79%
Industrials	10.22%
Basic Materials	9.25%
Health Care	8.64%
Technology	7.36%
Communication Services	4.32%
Energy	3.65%
Consumer Defensive	3.31%
Utility	2.59%
Real Estate	0.71%

Asset Allocation

Asset Class	Value
Cash	4.42%
Equity	95.58%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Dec 23 \| ICICIBANK	7%	₹2,120 Cr	17,583,598
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| HDFCBANK	6%	₹1,669 Cr	22,814,021 ↓ -1,620,346
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 23 \| BHARTIARTL	4%	₹1,256 Cr	7,049,425 ↑ 498,582
Infosys Ltd (Technology) Equity, Since 31 May 24 \| INFY	4%	₹1,079 Cr	8,625,018
Reliance Industries Ltd (Energy) Equity, Since 31 Jan 24 \| RELIANCE	3%	₹970 Cr	7,220,799 ↑ 500,620
Bajaj Finance Ltd (Financial Services) Equity, Since 30 Sep 16 \| 500034	3%	₹968 Cr	12,073,381 ↑ 935,409
State Bank of India (Financial Services) Equity, Since 29 Feb 24 \| SBIN	3%	₹808 Cr	8,254,651
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 23 \| LT	3%	₹794 Cr	2,265,230 ↓ -39,235
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Apr 22 \| M&M	3%	₹792 Cr	2,679,147 ↑ 125,532
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Jul 23 \| 543320	2%	₹693 Cr	30,255,485 ↑ 1,263,472

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

Lower mid AUM (₹28,661 Cr).
Established history (16+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 9.37% (lower mid).
3Y return: 12.07% (lower mid).
1Y return: 0.41% (lower mid).
Alpha: -3.36 (upper mid).
Sharpe: -0.79 (lower mid).
Information ratio: -0.76 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~91%).
High-quality debt (AAA/AA ~100%).
Largest holding ICICI Bank Ltd (~8.8%).

Below is the key information for Axis Bluechip Fund

Axis Bluechip Fund Growth
Launch Date	5 Jan 10
NAV (21 Apr 26)	₹59.05 ↑ 0.51 (0.87 %)
Net Assets (Cr)	₹28,661 on 31 Mar 26
Category	Equity - Large Cap
AMC	Axis Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	0.68
Sharpe Ratio	-0.79
Information Ratio	-0.76
Alpha Ratio	-3.36
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 Mar 21	₹10,000
31 Mar 22	₹11,568
31 Mar 23	₹10,708
31 Mar 24	₹14,133
31 Mar 25	₹14,784
31 Mar 26	₹13,893

Axis Bluechip 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 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 21 Apr 26

Duration	Returns
1 Month	6.1%
3 Month	-1.6%
6 Month	-5.4%
1 Year	0.4%
3 Year	12.1%
5 Year	9.4%
10 Year
15 Year
Since launch	11.5%

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	9.36 Yr.
Jayesh Sundar	4 Nov 24	1.41 Yr.
Krishnaa N	1 Mar 24	2.08 Yr.

Data below for Axis Bluechip Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Financial Services	32.55%
Consumer Cyclical	13.29%
Industrials	8.48%
Technology	7.69%
Health Care	7.56%
Energy	5.18%
Basic Materials	4.85%
Communication Services	4.78%
Consumer Defensive	2.88%
Utility	1.5%
Real Estate	0.24%

Asset Allocation

Asset Class	Value
Cash	8.78%
Equity	90.89%
Debt	0.33%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 30 Sep 18 \| ICICIBANK	9%	₹2,534 Cr	21,012,122 ↑ 482,638
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| HDFCBANK	8%	₹2,211 Cr	30,220,106 ↓ -88,928
Reliance Industries Ltd (Energy) Equity, Since 28 Feb 18 \| RELIANCE	5%	₹1,457 Cr	10,844,278 ↓ -3,250,275
Infosys Ltd (Technology) Equity, Since 31 Dec 17 \| INFY	5%	₹1,379 Cr	11,027,389 ↑ 952,496
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Nov 19 \| BHARTIARTL	5%	₹1,357 Cr	7,611,606
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Nov 21 \| LT	4%	₹1,254 Cr	3,577,420 ↓ -396,769
State Bank of India (Financial Services) Equity, Since 31 May 21 \| SBIN	4%	₹1,191 Cr	12,162,719 ↑ 768,530
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Nov 21 \| M&M	4%	₹1,007 Cr	3,407,857
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Aug 11 \| KOTAKBANK	3%	₹995 Cr	28,163,781
Bajaj Finance Ltd (Financial Services) Equity, Since 31 Jul 17 \| 500034	3%	₹984 Cr	12,270,007 ↓ -453,079

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 (₹9,967 Cr).
Established history (13+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 7.28% (bottom quartile).
3Y return: 11.74% (bottom quartile).
1Y return: -1.54% (bottom quartile).
Alpha: -6.08 (bottom quartile).
Sharpe: -0.91 (bottom quartile).
Information ratio: -0.84 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~89%).
Largest holding ICICI Bank Ltd (~7.8%).

Below is the key information for Axis Focused 25 Fund

Axis Focused 25 Fund Growth
Launch Date	29 Jun 12
NAV (21 Apr 26)	₹52.26 ↑ 0.47 (0.91 %)
Net Assets (Cr)	₹9,967 on 31 Mar 26
Category	Equity - Focused
AMC	Axis Asset Management Company Limited
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.73
Sharpe Ratio	-0.91
Information Ratio	-0.84
Alpha Ratio	-6.08
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 Mar 21	₹10,000
31 Mar 22	₹11,502
31 Mar 23	₹9,731
31 Mar 24	₹13,100
31 Mar 25	₹13,621
31 Mar 26	₹12,524

Axis Focused 25 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070 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 21 Apr 26

Duration	Returns
1 Month	7.4%
3 Month	0%
6 Month	-7.7%
1 Year	-1.5%
3 Year	11.7%
5 Year	7.3%
10 Year
15 Year
Since launch	12.7%

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	2.16 Yr.
Krishnaa N	1 Mar 24	2.08 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	29.15%
Industrials	12.7%
Health Care	12.53%
Consumer Cyclical	12.32%
Communication Services	4.7%
Basic Materials	3.78%
Technology	3.73%
Utility	3.36%
Energy	2.63%
Real Estate	2.07%
Consumer Defensive	1.68%

Asset Allocation

Asset Class	Value
Cash	11.34%
Equity	88.66%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jul 21 \| ICICIBANK	8%	₹777 Cr	6,447,263 ↓ -1,114,404
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Jul 24 \| 543320	6%	₹564 Cr	24,617,230 ↑ 1,061,000
Divi's Laboratories Ltd (Healthcare) Equity, Since 31 Jul 19 \| DIVISLAB	5%	₹529 Cr	889,114
Apollo Hospitals Enterprise Ltd (Healthcare) Equity, Since 30 Sep 22 \| APOLLOHOSP	5%	₹496 Cr	668,123
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 23 \| HDFCBANK	5%	₹469 Cr	6,413,746 ↓ -1,811,600
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Dec 23 \| BHARTIARTL	5%	₹468 Cr	2,627,988
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 31 Dec 22 \| CHOLAFIN	4%	₹434 Cr	3,200,687
Pidilite Industries Ltd (Basic Materials) Equity, Since 30 Jun 16 \| PIDILITIND	4%	₹377 Cr	2,931,176
Infosys Ltd (Technology) Equity, Since 30 Jun 25 \| INFY	4%	₹372 Cr	2,974,734
Bajaj Finance Ltd (Financial Services) Equity, Since 30 Sep 16 \| 500034	4%	₹355 Cr	4,432,737 ↑ 284,600

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