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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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.
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 (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 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 Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Sharpe Ratio Axis Mid Cap Fund Growth ₹113.66
↑ 0.55 ₹31,384 2.9 19.7 -0.3 18.1 22 30 -0.21 Axis Long Term Equity Fund Growth ₹96.2189
↑ 0.50 ₹35,172 1.9 13.5 -0.8 11.7 15.1 17.4 -0.36 Axis Bluechip Fund Growth ₹60.25
↑ 0.31 ₹33,360 1.8 11.4 -1.8 10.7 14 13.7 -0.39 Axis Focused 25 Fund Growth ₹54.77
↑ 0.30 ₹12,585 1.4 14.6 -0.9 9.1 12.9 14.8 -0.23 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Sep 25 Note: Ratio's shown as on 31 Jul 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 (₹31,384 Cr). Highest AUM (₹35,172 Cr). Upper mid AUM (₹33,360 Cr). Bottom quartile AUM (₹12,585 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: 21.98% (top quartile). 5Y return: 15.09% (upper mid). 5Y return: 14.02% (lower mid). 5Y return: 12.93% (bottom quartile). Point 6 3Y return: 18.12% (top quartile). 3Y return: 11.70% (upper mid). 3Y return: 10.74% (lower mid). 3Y return: 9.07% (bottom quartile). Point 7 1Y return: -0.31% (top quartile). 1Y return: -0.78% (upper mid). 1Y return: -1.84% (bottom quartile). 1Y return: -0.92% (lower mid). Point 8 Alpha: 0.00 (bottom quartile). Alpha: 1.08 (upper mid). Alpha: 0.28 (lower mid). Alpha: 3.17 (top quartile). Point 9 Sharpe: -0.21 (top quartile). Sharpe: -0.36 (lower mid). Sharpe: -0.39 (bottom quartile). Sharpe: -0.23 (upper mid). Point 10 Information ratio: 0.00 (top quartile). Information ratio: -0.67 (upper mid). Information ratio: -1.09 (lower mid). Information ratio: -1.12 (bottom quartile). Axis Mid Cap Fund
Axis Long Term Equity Fund
Axis Bluechip Fund
Axis Focused 25 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 (03 Sep 25) ₹113.66 ↑ 0.55 (0.49 %) Net Assets (Cr) ₹31,384 on 31 Jul 25 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 1.57 Sharpe Ratio -0.21 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 20 ₹10,000 31 Aug 21 ₹16,422 31 Aug 22 ₹16,836 31 Aug 23 ₹19,084 31 Aug 24 ₹27,738 31 Aug 25 ₹27,161 Returns for Axis Mid Cap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 3 Sep 25 Duration Returns 1 Month 1.8% 3 Month 2.9% 6 Month 19.7% 1 Year -0.3% 3 Year 18.1% 5 Year 22% 10 Year 15 Year Since launch 18.2% 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 8.78 Yr. Nitin Arora 3 Aug 23 2.08 Yr. Krishnaa N 1 Mar 24 1.5 Yr. Data below for Axis Mid Cap Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Consumer Cyclical 19.93% Industrials 15.82% Financial Services 14.76% Basic Materials 11.74% Health Care 10.99% Technology 9.63% Communication Services 3.37% Real Estate 3.19% Utility 1.23% Energy 0.78% Consumer Defensive 0.35% Asset Allocation
Asset Class Value Cash 8.2% Equity 91.8% Top Securities Holdings / Portfolio
Name Holding Value Quantity Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 22 | 5328434% ₹1,140 Cr 13,299,371 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | 5063953% ₹977 Cr 3,631,743
↓ -261,741 JK Cement Ltd (Basic Materials)
Equity, Since 31 Jan 20 | JKCEMENT3% ₹812 Cr 1,219,314 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 5008503% ₹801 Cr 10,812,201
↓ -64,151 Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA2% ₹760 Cr 4,111,208 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Oct 23 | DIXON2% ₹675 Cr 400,710
↑ 47,840 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | UNOMINDA2% ₹659 Cr 6,323,784 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222752% ₹656 Cr 2,405,756 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 23 | FEDERALBNK2% ₹649 Cr 32,060,601 PI Industries Ltd (Basic Materials)
Equity, Since 31 Mar 19 | PIIND2% ₹646 Cr 1,518,915 2. Axis Long Term Equity Fund
Axis Long Term Equity Fund
Growth Launch Date 29 Dec 09 NAV (03 Sep 25) ₹96.2189 ↑ 0.50 (0.52 %) Net Assets (Cr) ₹35,172 on 31 Jul 25 Category Equity - ELSS AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.52 Sharpe Ratio -0.36 Information Ratio -0.67 Alpha Ratio 1.08 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Aug 20 ₹10,000 31 Aug 21 ₹15,933 31 Aug 22 ₹14,816 31 Aug 23 ₹15,107 31 Aug 24 ₹20,830 31 Aug 25 ₹20,356 Returns for Axis Long Term Equity Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 3 Sep 25 Duration Returns 1 Month 1.2% 3 Month 1.9% 6 Month 13.5% 1 Year -0.8% 3 Year 11.7% 5 Year 15.1% 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 2.08 Yr. Ashish Naik 3 Aug 23 2.08 Yr. Data below for Axis Long Term Equity Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Financial Services 30.08% Consumer Cyclical 14.4% Industrials 10.94% Health Care 9.41% Basic Materials 8.25% Technology 7.59% Consumer Defensive 5.28% Communication Services 5.23% Utility 2.91% Energy 2.16% Real Estate 1.16% Asset Allocation
Asset Class Value Cash 2.58% Equity 97.42% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK8% ₹2,990 Cr 14,812,930
↓ -371,245 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | ICICIBANK6% ₹2,277 Cr 15,370,693
↑ 235,516 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 23 | BHARTIARTL4% ₹1,504 Cr 7,858,003 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000344% ₹1,435 Cr 16,282,910 Infosys Ltd (Technology)
Equity, Since 31 May 24 | INFY3% ₹1,100 Cr 7,289,065
↑ 682,570 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | 5433203% ₹1,000 Cr 32,486,733
↓ -2,206,066 Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 13 | 5327793% ₹946 Cr 7,218,270
↓ -339,259 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS3% ₹942 Cr 3,103,260 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M2% ₹862 Cr 2,691,868 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 5325382% ₹787 Cr 642,367 3. Axis Bluechip Fund
Axis Bluechip Fund
Growth Launch Date 5 Jan 10 NAV (03 Sep 25) ₹60.25 ↑ 0.31 (0.52 %) Net Assets (Cr) ₹33,360 on 31 Jul 25 Category Equity - Large Cap AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 0.68 Sharpe Ratio -0.39 Information Ratio -1.09 Alpha Ratio 0.28 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 20 ₹10,000 31 Aug 21 ₹15,062 31 Aug 22 ₹14,518 31 Aug 23 ₹14,896 31 Aug 24 ₹19,961 31 Aug 25 ₹19,382 Returns for Axis Bluechip Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 3 Sep 25 Duration Returns 1 Month 1.2% 3 Month 1.8% 6 Month 11.4% 1 Year -1.8% 3 Year 10.7% 5 Year 14% 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 8.78 Yr. Jayesh Sundar 4 Nov 24 0.82 Yr. Krishnaa N 1 Mar 24 1.5 Yr. Data below for Axis Bluechip Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Financial Services 31.73% Consumer Cyclical 14.77% Industrials 9.59% Technology 8.09% Health Care 7.03% Communication Services 6.46% Energy 6.28% Basic Materials 5.1% Consumer Defensive 4.56% Utility 2.07% Real Estate 0.25% Asset Allocation
Asset Class Value Cash 3.49% Equity 95.93% Debt 0.58% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK10% ₹3,273 Cr 16,218,538
↓ -223,185 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK9% ₹3,085 Cr 20,827,389
↑ 1,017,596 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE6% ₹2,067 Cr 14,867,684
↓ -705,233 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL5% ₹1,693 Cr 8,842,104
↓ -879,351 Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY5% ₹1,655 Cr 10,965,432
↑ 1,977,772 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 5000345% ₹1,578 Cr 17,904,774
↓ -381,056 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433204% ₹1,242 Cr 40,359,773
↑ 7,144,518 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 21 | LT4% ₹1,226 Cr 3,372,422
↓ -169,914 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M3% ₹1,100 Cr 3,433,611
↓ -106,078 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 23 | INDIGO3% ₹1,007 Cr 1,703,237
↑ 189,349 4. Axis Focused 25 Fund
Axis Focused 25 Fund
Growth Launch Date 29 Jun 12 NAV (03 Sep 25) ₹54.77 ↑ 0.30 (0.55 %) Net Assets (Cr) ₹12,585 on 31 Jul 25 Category Equity - Focused AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.73 Sharpe Ratio -0.23 Information Ratio -1.12 Alpha Ratio 3.17 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 20 ₹10,000 31 Aug 21 ₹15,781 31 Aug 22 ₹14,493 31 Aug 23 ₹14,185 31 Aug 24 ₹18,908 31 Aug 25 ₹18,469 Returns for Axis Focused 25 Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 3 Sep 25 Duration Returns 1 Month 0.8% 3 Month 1.4% 6 Month 14.6% 1 Year -0.9% 3 Year 9.1% 5 Year 12.9% 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 1.58 Yr. Krishnaa N 1 Mar 24 1.5 Yr. Data below for Axis Focused 25 Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Financial Services 33.92% Consumer Cyclical 12.85% Health Care 10.63% Industrials 10.58% Communication Services 8.61% Technology 5.17% Real Estate 3.58% Basic Materials 3.56% Utility 3.25% Consumer Defensive 1.35% Asset Allocation
Asset Class Value Cash 6.51% Equity 93.49% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 21 | ICICIBANK9% ₹1,178 Cr 7,951,967
↓ -632,900 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK9% ₹1,111 Cr 5,502,629 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 23 | BHARTIARTL6% ₹792 Cr 4,138,784 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000346% ₹782 Cr 8,872,088
↓ -227,762 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 24 | 5433205% ₹680 Cr 22,098,304 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB5% ₹649 Cr 983,954 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 22 | CHOLAFIN5% ₹579 Cr 4,014,437 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 24 | INDIGO4% ₹527 Cr 891,177 PB Fintech Ltd (Financial Services)
Equity, Since 31 Jul 24 | 5433904% ₹470 Cr 2,591,020 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 May 24 | PRESTIGE4% ₹450 Cr 2,767,025
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Research Highlights for Axis Mid Cap Fund