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Axis Mutual Fund 2022 کے ذریعے 4 بہترین ایکویٹی فنڈز

Updated on September 1, 2025 , 44534 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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Axis-MF

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

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)Sharpe Ratio
Axis Mid Cap Fund Growth ₹113.66
↑ 0.55
₹31,3842.919.7-0.318.12230-0.21
Axis Long Term Equity Fund Growth ₹96.2189
↑ 0.50
₹35,1721.913.5-0.811.715.117.4-0.36
Axis Bluechip Fund Growth ₹60.25
↑ 0.31
₹33,3601.811.4-1.810.71413.7-0.39
Axis Focused 25 Fund Growth ₹54.77
↑ 0.30
₹12,5851.414.6-0.99.112.914.8-0.23
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

CommentaryAxis Mid Cap FundAxis Long Term Equity FundAxis Bluechip FundAxis Focused 25 Fund
Point 1Lower mid AUM (₹31,384 Cr).Highest AUM (₹35,172 Cr).Upper mid AUM (₹33,360 Cr).Bottom quartile AUM (₹12,585 Cr).
Point 2Established history (14+ yrs).Oldest track record among peers (15 yrs).Established history (15+ yrs).Established history (13+ yrs).
Point 3Rating: 1★ (bottom quartile).Rating: 3★ (upper mid).Rating: 2★ (lower mid).Top rated.
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 21.98% (top quartile).5Y return: 15.09% (upper mid).5Y return: 14.02% (lower mid).5Y return: 12.93% (bottom quartile).
Point 63Y return: 18.12% (top quartile).3Y return: 11.70% (upper mid).3Y return: 10.74% (lower mid).3Y return: 9.07% (bottom quartile).
Point 71Y return: -0.31% (top quartile).1Y return: -0.78% (upper mid).1Y return: -1.84% (bottom quartile).1Y return: -0.92% (lower mid).
Point 8Alpha: 0.00 (bottom quartile).Alpha: 1.08 (upper mid).Alpha: 0.28 (lower mid).Alpha: 3.17 (top quartile).
Point 9Sharpe: -0.21 (top quartile).Sharpe: -0.36 (lower mid).Sharpe: -0.39 (bottom quartile).Sharpe: -0.23 (upper mid).
Point 10Information 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

  • Lower mid AUM (₹31,384 Cr).
  • Established history (14+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 21.98% (top quartile).
  • 3Y return: 18.12% (top quartile).
  • 1Y return: -0.31% (top quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: -0.21 (top quartile).
  • Information ratio: 0.00 (top quartile).

Axis Long Term Equity Fund

  • Highest AUM (₹35,172 Cr).
  • Oldest track record among peers (15 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 15.09% (upper mid).
  • 3Y return: 11.70% (upper mid).
  • 1Y return: -0.78% (upper mid).
  • Alpha: 1.08 (upper mid).
  • Sharpe: -0.36 (lower mid).
  • Information ratio: -0.67 (upper mid).

Axis Bluechip Fund

  • Upper mid AUM (₹33,360 Cr).
  • Established history (15+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 14.02% (lower mid).
  • 3Y return: 10.74% (lower mid).
  • 1Y return: -1.84% (bottom quartile).
  • Alpha: 0.28 (lower mid).
  • Sharpe: -0.39 (bottom quartile).
  • Information ratio: -1.09 (lower mid).

Axis Focused 25 Fund

  • Bottom quartile AUM (₹12,585 Cr).
  • Established history (13+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 12.93% (bottom quartile).
  • 3Y return: 9.07% (bottom quartile).
  • 1Y return: -0.92% (lower mid).
  • Alpha: 3.17 (top quartile).
  • Sharpe: -0.23 (upper mid).
  • Information ratio: -1.12 (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

  • Lower mid AUM (₹31,384 Cr).
  • Established history (14+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 21.98% (top quartile).
  • 3Y return: 18.12% (top quartile).
  • 1Y return: -0.31% (top quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: -0.21 (top quartile).
  • Information ratio: 0.00 (top quartile).
  • Higher exposure to Consumer Cyclical vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~92%).
  • Largest holding Fortis Healthcare Ltd (~3.6%).

Below is the key information for 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.

DateValue
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

Axis Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
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 3 Sep 25

DurationReturns
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
YearReturns
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
NameSinceTenure
Shreyash Devalkar23 Nov 168.78 Yr.
Nitin Arora3 Aug 232.08 Yr.
Krishnaa N1 Mar 241.5 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical19.93%
Industrials15.82%
Financial Services14.76%
Basic Materials11.74%
Health Care10.99%
Technology9.63%
Communication Services3.37%
Real Estate3.19%
Utility1.23%
Energy0.78%
Consumer Defensive0.35%
Asset Allocation
Asset ClassValue
Cash8.2%
Equity91.8%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 22 | 532843
4%₹1,140 Cr13,299,371
Coromandel International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | 506395
3%₹977 Cr3,631,743
↓ -261,741
JK Cement Ltd (Basic Materials)
Equity, Since 31 Jan 20 | JKCEMENT
3%₹812 Cr1,219,314
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 500850
3%₹801 Cr10,812,201
↓ -64,151
Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA
2%₹760 Cr4,111,208
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Oct 23 | DIXON
2%₹675 Cr400,710
↑ 47,840
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | UNOMINDA
2%₹659 Cr6,323,784
GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 522275
2%₹656 Cr2,405,756
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 23 | FEDERALBNK
2%₹649 Cr32,060,601
PI Industries Ltd (Basic Materials)
Equity, Since 31 Mar 19 | PIIND
2%₹646 Cr1,518,915

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 (₹35,172 Cr).
  • Oldest track record among peers (15 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 15.09% (upper mid).
  • 3Y return: 11.70% (upper mid).
  • 1Y return: -0.78% (upper mid).
  • Alpha: 1.08 (upper mid).
  • Sharpe: -0.36 (lower mid).
  • Information ratio: -0.67 (upper mid).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~97%).
  • Largest holding HDFC Bank Ltd (~8.5%).

Below is the key information for 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.

DateValue
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

Axis Long Term Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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 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 3 Sep 25

DurationReturns
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
YearReturns
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
NameSinceTenure
Shreyash Devalkar4 Aug 232.08 Yr.
Ashish Naik3 Aug 232.08 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services30.08%
Consumer Cyclical14.4%
Industrials10.94%
Health Care9.41%
Basic Materials8.25%
Technology7.59%
Consumer Defensive5.28%
Communication Services5.23%
Utility2.91%
Energy2.16%
Real Estate1.16%
Asset Allocation
Asset ClassValue
Cash2.58%
Equity97.42%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
8%₹2,990 Cr14,812,930
↓ -371,245
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | ICICIBANK
6%₹2,277 Cr15,370,693
↑ 235,516
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 23 | BHARTIARTL
4%₹1,504 Cr7,858,003
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
4%₹1,435 Cr16,282,910
Infosys Ltd (Technology)
Equity, Since 31 May 24 | INFY
3%₹1,100 Cr7,289,065
↑ 682,570
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | 543320
3%₹1,000 Cr32,486,733
↓ -2,206,066
Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 13 | 532779
3%₹946 Cr7,218,270
↓ -339,259
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS
3%₹942 Cr3,103,260
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M
2%₹862 Cr2,691,868
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 532538
2%₹787 Cr642,367

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 (₹33,360 Cr).
  • Established history (15+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 14.02% (lower mid).
  • 3Y return: 10.74% (lower mid).
  • 1Y return: -1.84% (bottom quartile).
  • Alpha: 0.28 (lower mid).
  • Sharpe: -0.39 (bottom quartile).
  • Information ratio: -1.09 (lower mid).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~96%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding HDFC Bank Ltd (~9.8%).

Below is the key information for 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.

DateValue
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

Axis Bluechip Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
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 3 Sep 25

DurationReturns
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
YearReturns
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
NameSinceTenure
Shreyash Devalkar23 Nov 168.78 Yr.
Jayesh Sundar4 Nov 240.82 Yr.
Krishnaa N1 Mar 241.5 Yr.

Data below for Axis Bluechip Fund as on 31 Jul 25

Equity Sector Allocation
SectorValue
Financial Services31.73%
Consumer Cyclical14.77%
Industrials9.59%
Technology8.09%
Health Care7.03%
Communication Services6.46%
Energy6.28%
Basic Materials5.1%
Consumer Defensive4.56%
Utility2.07%
Real Estate0.25%
Asset Allocation
Asset ClassValue
Cash3.49%
Equity95.93%
Debt0.58%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
10%₹3,273 Cr16,218,538
↓ -223,185
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
9%₹3,085 Cr20,827,389
↑ 1,017,596
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE
6%₹2,067 Cr14,867,684
↓ -705,233
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL
5%₹1,693 Cr8,842,104
↓ -879,351
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY
5%₹1,655 Cr10,965,432
↑ 1,977,772
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 500034
5%₹1,578 Cr17,904,774
↓ -381,056
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 543320
4%₹1,242 Cr40,359,773
↑ 7,144,518
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 21 | LT
4%₹1,226 Cr3,372,422
↓ -169,914
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M
3%₹1,100 Cr3,433,611
↓ -106,078
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 23 | INDIGO
3%₹1,007 Cr1,703,237
↑ 189,349

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 (₹12,585 Cr).
  • Established history (13+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 12.93% (bottom quartile).
  • 3Y return: 9.07% (bottom quartile).
  • 1Y return: -0.92% (lower mid).
  • Alpha: 3.17 (top quartile).
  • Sharpe: -0.23 (upper mid).
  • Information ratio: -1.12 (bottom quartile).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~93%).
  • Largest holding ICICI Bank Ltd (~9.4%).

Below is the key information for 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.

DateValue
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

Axis Focused 25 Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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 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 3 Sep 25

DurationReturns
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
YearReturns
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
NameSinceTenure
Sachin Relekar1 Feb 241.58 Yr.
Krishnaa N1 Mar 241.5 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services33.92%
Consumer Cyclical12.85%
Health Care10.63%
Industrials10.58%
Communication Services8.61%
Technology5.17%
Real Estate3.58%
Basic Materials3.56%
Utility3.25%
Consumer Defensive1.35%
Asset Allocation
Asset ClassValue
Cash6.51%
Equity93.49%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 21 | ICICIBANK
9%₹1,178 Cr7,951,967
↓ -632,900
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
9%₹1,111 Cr5,502,629
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 23 | BHARTIARTL
6%₹792 Cr4,138,784
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
6%₹782 Cr8,872,088
↓ -227,762
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 24 | 543320
5%₹680 Cr22,098,304
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB
5%₹649 Cr983,954
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 22 | CHOLAFIN
5%₹579 Cr4,014,437
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 24 | INDIGO
4%₹527 Cr891,177
PB Fintech Ltd (Financial Services)
Equity, Since 31 Jul 24 | 543390
4%₹470 Cr2,591,020
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 May 24 | PRESTIGE
4%₹450 Cr2,767,025

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