+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 (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 ₹104.28
↑ 1.65 ₹31,977 -8 -7.1 4.2 17.5 13.7 1 1.19 Axis Long Term Equity Fund Growth ₹86.0844
↑ 1.27 ₹33,186 -11.8 -9.7 -3.1 12.3 7 4.4 0.8 Axis Bluechip Fund Growth ₹54.53
↑ 0.75 ₹32,437 -12.3 -9.3 -3.3 9.6 6.9 6.3 0.72 Axis Focused 25 Fund Growth ₹47.57
↑ 0.63 ₹11,305 -12.8 -12.5 -5.4 9.3 4.6 2.5 0.46 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Apr 26 Note: Ratio's shown as on 28 Feb 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 Lower mid AUM (₹31,977 Cr). Highest AUM (₹33,186 Cr). Upper mid AUM (₹32,437 Cr). Bottom quartile AUM (₹11,305 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: 13.65% (top quartile). 5Y return: 6.99% (upper mid). 5Y return: 6.86% (lower mid). 5Y return: 4.65% (bottom quartile). Point 6 3Y return: 17.46% (top quartile). 3Y return: 12.26% (upper mid). 3Y return: 9.57% (lower mid). 3Y return: 9.26% (bottom quartile). Point 7 1Y return: 4.20% (top quartile). 1Y return: -3.07% (upper mid). 1Y return: -3.30% (lower mid). 1Y return: -5.43% (bottom quartile). Point 8 Alpha: 0.00 (top quartile). Alpha: -1.79 (upper mid). Alpha: -2.14 (lower mid). Alpha: -6.09 (bottom quartile). Point 9 Sharpe: 1.19 (top quartile). Sharpe: 0.80 (upper mid). Sharpe: 0.72 (lower mid). Sharpe: 0.46 (bottom quartile). Point 10 Information ratio: 0.00 (top quartile). Information ratio: -0.40 (upper mid). Information ratio: -0.93 (lower mid). Information ratio: -1.02 (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 (01 Apr 26) ₹104.28 ↑ 1.65 (1.61 %) Net Assets (Cr) ₹31,977 on 28 Feb 26 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 1.57 Sharpe Ratio 1.19 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 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 26 Duration Returns 1 Month -8.5% 3 Month -8% 6 Month -7.1% 1 Year 4.2% 3 Year 17.5% 5 Year 13.7% 10 Year 15 Year Since launch 16.8% 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 9.27 Yr. Nitin Arora 3 Aug 23 2.58 Yr. Krishnaa N 1 Mar 24 2 Yr. Data below for Axis Mid Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Consumer Cyclical 19.15% Industrials 19.08% Financial Services 18.53% Health Care 10.24% Basic Materials 7.85% Technology 5.6% Communication Services 2.86% Real Estate 2.5% Utility 1.51% Energy 1.1% Asset Allocation
Asset Class Value Cash 7.94% Equity 91.83% Debt 0.2% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 23 | FEDERALBNK4% ₹1,273 Cr 42,439,122
↑ 2,848,417 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 22 | FORTIS4% ₹1,231 Cr 13,060,764 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Jul 24 | MCX3% ₹872 Cr 3,569,065 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | GVT&D2% ₹763 Cr 1,982,807
↑ 116,524 Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | SCHAEFFLER2% ₹735 Cr 1,686,972
↑ 80,977 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | INDHOTEL2% ₹721 Cr 10,812,201 Nifty Bank Future Mar 26
- | -2% ₹630 Cr 103,380
↑ 103,380 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 May 22 | PHOENIXLTD2% ₹614 Cr 3,700,614 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | COROMANDEL2% ₹598 Cr 2,692,866 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | TVSMOTOR2% ₹580 Cr 1,498,641 2. Axis Long Term Equity Fund
Axis Long Term Equity Fund
Growth Launch Date 29 Dec 09 NAV (01 Apr 26) ₹86.0844 ↑ 1.27 (1.50 %) Net Assets (Cr) ₹33,186 on 28 Feb 26 Category Equity - ELSS AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.52 Sharpe Ratio 0.8 Information Ratio -0.4 Alpha Ratio -1.79 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 Returns for Axis Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 26 Duration Returns 1 Month -10.4% 3 Month -11.8% 6 Month -9.7% 1 Year -3.1% 3 Year 12.3% 5 Year 7% 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 2.57 Yr. Ashish Naik 3 Aug 23 2.58 Yr. Data below for Axis Long Term Equity Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 33% Consumer Cyclical 15.41% Industrials 10.56% Basic Materials 9.36% Health Care 8.23% Technology 6.66% Communication Services 3.94% Consumer Defensive 3.47% Energy 2.82% Utility 2.63% Real Estate 0.73% Asset Allocation
Asset Class Value Cash 3.16% Equity 96.82% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | ICICIBANK7% ₹2,425 Cr 17,583,598 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK7% ₹2,169 Cr 24,434,367
↓ -1,114,433 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 23 | BHARTIARTL4% ₹1,231 Cr 6,550,843 Infosys Ltd (Technology)
Equity, Since 31 May 24 | INFY3% ₹1,121 Cr 8,625,018
↑ 377,631 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | BAJFINANCE3% ₹1,109 Cr 11,137,972
↓ -478,697 State Bank of India (Financial Services)
Equity, Since 29 Feb 24 | SBIN3% ₹992 Cr 8,254,651 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 23 | LT3% ₹986 Cr 2,304,465 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 24 | RELIANCE3% ₹937 Cr 6,720,179
↑ 1,287,269 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M3% ₹868 Cr 2,553,615
↑ 126,793 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND2% ₹746 Cr 5,002,712 3. Axis Bluechip Fund
Axis Bluechip Fund
Growth Launch Date 5 Jan 10 NAV (01 Apr 26) ₹54.53 ↑ 0.75 (1.39 %) Net Assets (Cr) ₹32,437 on 28 Feb 26 Category Equity - Large Cap AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 0.68 Sharpe Ratio 0.72 Information Ratio -0.93 Alpha Ratio -2.14 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 Returns for Axis Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 26 Duration Returns 1 Month -10% 3 Month -12.3% 6 Month -9.3% 1 Year -3.3% 3 Year 9.6% 5 Year 6.9% 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 9.27 Yr. Jayesh Sundar 4 Nov 24 1.32 Yr. Krishnaa N 1 Mar 24 2 Yr. Data below for Axis Bluechip Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 34.24% Consumer Cyclical 14.43% Industrials 10.66% Technology 6.71% Health Care 6.28% Energy 6.14% Basic Materials 4.9% Communication Services 4.45% Consumer Defensive 2.66% Utility 1.49% Asset Allocation
Asset Class Value Cash 6.1% Equity 93.65% Debt 0.23% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK9% ₹2,831 Cr 20,529,484
↑ 631,596 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK8% ₹2,691 Cr 30,309,034
↓ -360,577 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE6% ₹1,965 Cr 14,094,553
↓ -1,180,616 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 21 | LT5% ₹1,700 Cr 3,974,189
↓ -269,040 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL4% ₹1,430 Cr 7,611,606
↓ -340,414 State Bank of India (Financial Services)
Equity, Since 31 May 21 | SBIN4% ₹1,369 Cr 11,394,189
↓ -1,257,761 Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY4% ₹1,310 Cr 10,074,893
↓ -1,157,318 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | BAJFINANCE4% ₹1,267 Cr 12,723,086
↓ -337,599 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK4% ₹1,169 Cr 28,163,781
↑ 4,878,201 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M4% ₹1,158 Cr 3,407,857
↑ 91,142 4. Axis Focused 25 Fund
Axis Focused 25 Fund
Growth Launch Date 29 Jun 12 NAV (01 Apr 26) ₹47.57 ↑ 0.63 (1.34 %) Net Assets (Cr) ₹11,305 on 28 Feb 26 Category Equity - Focused AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.73 Sharpe Ratio 0.46 Information Ratio -1.02 Alpha Ratio -6.09 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 Returns for Axis Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 26 Duration Returns 1 Month -9.6% 3 Month -12.8% 6 Month -12.5% 1 Year -5.4% 3 Year 9.3% 5 Year 4.6% 10 Year 15 Year Since launch 12% 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 2.08 Yr. Krishnaa N 1 Mar 24 2 Yr. Data below for Axis Focused 25 Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 30.99% Consumer Cyclical 12.82% Health Care 11.89% Industrials 10.6% Communication Services 4.37% Basic Materials 3.87% Utility 3.73% Technology 3.42% Real Estate 2.78% Energy 2.41% Consumer Defensive 1.68% Asset Allocation
Asset Class Value Cash 11.44% Equity 88.56% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 21 | ICICIBANK9% ₹1,043 Cr 7,561,667
↓ -580,300 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK6% ₹730 Cr 8,225,346
↓ -498,600 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 24 | 5433205% ₹580 Cr 23,556,230 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB5% ₹570 Cr 889,114 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 22 | CHOLAFIN5% ₹554 Cr 3,200,687
↓ -70,823 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Sep 22 | APOLLOHOSP5% ₹523 Cr 668,123 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 23 | BHARTIARTL4% ₹494 Cr 2,627,988 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND4% ₹437 Cr 2,931,176 Torrent Power Ltd (Utilities)
Equity, Since 28 Feb 21 | TORNTPOWER4% ₹422 Cr 2,692,835 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | BAJFINANCE4% ₹413 Cr 4,148,137
↑ 235,600
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Research Highlights for Axis Mid Cap Fund