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If you want to build wealth for your family or plan for your child’s higher education, then Equity Funds by Axis Mutual Fund are the best option to invest in.
Equity funds are a type of Mutual Fund that mainly invests in equity and related instruments. These funds are a good option to fulfil long-term financial needs. These funds have a great potential to provide high returns in the long-run, that is why it is suggested to invest at least for 3-5 years in equity funds. But, equity funds are only suitable for investors who can bear high risk in their investments.
Investors planning to invest in this scheme can choose from the below-listed top 4 Best equity funds by Axis Mutual Fund. These funds have been shortlisted by undertaking certain important parameters like AUM, NAV, past performances, average peer returns, and other information ratios.
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By Investing in equity funds, one can plan their long-term investment goals like buying a house/car, Retirement planning, child's career or just as simple as wealth creation.
Axis Mutual Fund offers a scheme that helps you to enjoy tax benefits. The name of the scheme is- Axis Long Term Equity Fund
. By investing in this scheme one can plan their Taxes under Section 80C of the income tax Act, 1961.
The fund managers at Axis Mutual Fund have a rich experience in making investment decisions. Their experience will help you grow your Capital over a long term.
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. Axis Mid Cap Fund is a Equity - Mid Cap fund was launched on 18 Feb 11. It is a fund with Moderately High risk and has given a 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. Axis Long Term Equity Fund is a Equity - ELSS fund was launched on 29 Dec 09. It is a fund with Moderately High risk and has given a 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. Axis Bluechip Fund is a Equity - Large Cap fund was launched on 5 Jan 10. It is a fund with Moderately High risk and has given a 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. Axis Focused 25 Fund is a Equity - Focused fund was launched on 29 Jun 12. It is a fund with Moderately High risk and has given a 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 ₹97.83
↑ 0.88 ₹28,380 -9.1 -11.3 9.8 14.5 18.1 30 0.74 Axis Long Term Equity Fund Growth ₹87.6326
↑ 0.31 ₹34,497 -4.3 -6.5 8.2 8.6 11 17.4 0.59 Axis Bluechip Fund Growth ₹55.97
↑ 0.05 ₹32,271 -2.2 -5.8 6.7 8 10.8 13.7 0.36 Axis Focused 25 Fund Growth ₹49.26
↑ 0.21 ₹12,350 -5.3 -7.7 4.9 4.7 8.7 14.8 0.31 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Feb 25 Note: Ratio's shown as on 31 Jan 25 Assets >= 200 Crore
& Sorted on 3 Year CAGR Returns
.
1. Axis Mid Cap Fund
CAGR/Annualized
return of 17.7% since its launch. Ranked 41 in Mid Cap
category. Return for 2024 was 30% , 2023 was 29.6% and 2022 was -5.1% . Axis Mid Cap Fund
Growth Launch Date 18 Feb 11 NAV (19 Feb 25) ₹97.83 ↑ 0.88 (0.91 %) Net Assets (Cr) ₹28,380 on 31 Jan 25 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 1.61 Sharpe Ratio 0.74 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 Jan 20 ₹10,000 31 Jan 21 ₹11,808 31 Jan 22 ₹16,348 31 Jan 23 ₹15,622 31 Jan 24 ₹20,827 31 Jan 25 ₹24,788 Returns for Axis Mid Cap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 19 Feb 25 Duration Returns 1 Month -7.6% 3 Month -9.1% 6 Month -11.3% 1 Year 9.8% 3 Year 14.5% 5 Year 18.1% 10 Year 15 Year Since launch 17.7% 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 8.2 Yr. Nitin Arora 3 Aug 23 1.5 Yr. Krishnaa N 1 Mar 24 0.92 Yr. Data below for Axis Mid Cap Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Consumer Cyclical 20.72% Industrials 15.69% Financial Services 12.54% Health Care 12.18% Technology 11.56% Basic Materials 8.86% Real Estate 4.75% Communication Services 2.15% Utility 1.49% Consumer Defensive 0.62% Energy 0.6% Asset Allocation
Asset Class Value Cash 8.56% Equity 91.44% Top Securities Holdings / Portfolio
Name Holding Value Quantity Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | 5002514% ₹1,091 Cr 1,531,065 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 5008503% ₹1,029 Cr 11,730,131 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT3% ₹969 Cr 1,501,062 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 22 | 5328433% ₹957 Cr 13,299,371 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | 5063952% ₹732 Cr 3,893,484 Lupin Ltd (Healthcare)
Equity, Since 31 Jan 24 | 5002572% ₹638 Cr 2,709,748 Supreme Industries Ltd (Industrials)
Equity, Since 31 Dec 16 | 5099302% ₹636 Cr 1,352,800
↓ -126,629 Voltas Ltd (Industrials)
Equity, Since 31 May 17 | VOLTAS2% ₹602 Cr 3,365,969
↑ 328,167 Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA2% ₹586 Cr 4,023,476
↑ 156,156 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | UNOMINDA2% ₹584 Cr 5,545,532 2. Axis Long Term Equity Fund
CAGR/Annualized
return of 15.4% since its launch. Ranked 20 in ELSS
category. Return for 2024 was 17.4% , 2023 was 22% and 2022 was -12% . Axis Long Term Equity Fund
Growth Launch Date 29 Dec 09 NAV (19 Feb 25) ₹87.6326 ↑ 0.31 (0.36 %) Net Assets (Cr) ₹34,497 on 31 Jan 25 Category Equity - ELSS AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.55 Sharpe Ratio 0.59 Information Ratio -0.83 Alpha Ratio 4.4 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Jan 20 ₹10,000 31 Jan 21 ₹11,137 31 Jan 22 ₹13,912 31 Jan 23 ₹12,266 31 Jan 24 ₹15,619 31 Jan 25 ₹17,924 Returns for Axis Long Term Equity Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 19 Feb 25 Duration Returns 1 Month -2.5% 3 Month -4.3% 6 Month -6.5% 1 Year 8.2% 3 Year 8.6% 5 Year 11% 10 Year 15 Year Since launch 15.4% 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 1.5 Yr. Ashish Naik 3 Aug 23 1.5 Yr. Data below for Axis Long Term Equity Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 27.46% Consumer Cyclical 14.38% Health Care 10.58% Industrials 9.61% Technology 8.71% Basic Materials 7.38% Communication Services 5.81% Consumer Defensive 5.33% Utility 3.68% Real Estate 1.42% Energy 0.93% Asset Allocation
Asset Class Value Cash 4.72% Equity 95.28% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK7% ₹2,565 Cr 14,469,106
↑ 162,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | ICICIBANK5% ₹1,666 Cr 13,002,172
↑ 1,058,722 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000344% ₹1,400 Cr 2,052,327
↓ -124,971 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 23 | BHARTIARTL4% ₹1,395 Cr 8,787,501
↑ 390,070 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS4% ₹1,339 Cr 3,269,581
↓ -142,552 Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 13 | 5327794% ₹1,324 Cr 8,911,994
↓ -1,332,834 Infosys Ltd (Technology)
Equity, Since 31 May 24 | INFY3% ₹1,003 Cr 5,333,416
↑ 393,163 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | 5433203% ₹965 Cr 34,692,799 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 17 | DIVISLAB3% ₹899 Cr 1,474,177
↓ -84,834 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M2% ₹899 Cr 2,988,569 3. Axis Bluechip Fund
CAGR/Annualized
return of 12.1% since its launch. Ranked 58 in Large Cap
category. Return for 2024 was 13.7% , 2023 was 17.4% and 2022 was -5.7% . Axis Bluechip Fund
Growth Launch Date 5 Jan 10 NAV (19 Feb 25) ₹55.97 ↑ 0.05 (0.09 %) Net Assets (Cr) ₹32,271 on 31 Jan 25 Category Equity - Large Cap AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.55 Sharpe Ratio 0.36 Information Ratio -1.3 Alpha Ratio 0.4 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 Jan 20 ₹10,000 31 Jan 21 ₹11,312 31 Jan 22 ₹13,936 31 Jan 23 ₹13,015 31 Jan 24 ₹15,900 31 Jan 25 ₹17,674 Returns for Axis Bluechip Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 19 Feb 25 Duration Returns 1 Month -0.8% 3 Month -2.2% 6 Month -5.8% 1 Year 6.7% 3 Year 8% 5 Year 10.8% 10 Year 15 Year Since launch 12.1% 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 8.2 Yr. Jayesh Sundar 4 Nov 24 0.24 Yr. Krishnaa N 1 Mar 24 0.92 Yr. Data below for Axis Bluechip Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 28.45% Consumer Cyclical 14.18% Technology 10.33% Health Care 8.43% Industrials 8.08% Communication Services 7.15% Consumer Defensive 4.34% Basic Materials 3.95% Energy 2.92% Utility 1.23% Real Estate 0.38% Asset Allocation
Asset Class Value Cash 8.26% Equity 91.42% Debt 0.32% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK9% ₹3,129 Cr 17,650,093
↓ -277,196 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK9% ₹2,819 Cr 21,992,723
↓ -513,001 Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY6% ₹2,013 Cr 10,706,563
↑ 1,249,339 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL5% ₹1,619 Cr 10,197,762
↓ -772,506 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 5000343% ₹1,149 Cr 1,683,343
↓ -150,914 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M3% ₹1,131 Cr 3,762,469 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 21 | LT3% ₹1,047 Cr 2,903,360
↑ 291,384 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433203% ₹1,037 Cr 37,293,109 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Sep 21 | SUNPHARMA3% ₹1,035 Cr 5,489,165 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 23 | INDIGO3% ₹1,033 Cr 2,269,255 4. Axis Focused 25 Fund
CAGR/Annualized
return of 13.4% since its launch. Ranked 7 in Focused
category. Return for 2024 was 14.8% , 2023 was 17.2% and 2022 was -14.5% . Axis Focused 25 Fund
Growth Launch Date 29 Jun 12 NAV (19 Feb 25) ₹49.26 ↑ 0.21 (0.43 %) Net Assets (Cr) ₹12,350 on 31 Jan 25 Category Equity - Focused AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.69 Sharpe Ratio 0.31 Information Ratio -1.38 Alpha Ratio 0.82 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 Jan 20 ₹10,000 31 Jan 21 ₹11,210 31 Jan 22 ₹13,836 31 Jan 23 ₹11,754 31 Jan 24 ₹14,550 31 Jan 25 ₹16,094 Returns for Axis Focused 25 Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 19 Feb 25 Duration Returns 1 Month -3.3% 3 Month -5.3% 6 Month -7.7% 1 Year 4.9% 3 Year 4.7% 5 Year 8.7% 10 Year 15 Year Since launch 13.4% 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 Yr. Krishnaa N 1 Mar 24 0.92 Yr. Data below for Axis Focused 25 Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 31.39% Consumer Cyclical 12.94% Industrials 8.72% Communication Services 8.61% Health Care 7.86% Technology 6.62% Basic Materials 6.58% Utility 4.9% Real Estate 2.92% Consumer Defensive 1.02% Asset Allocation
Asset Class Value Cash 8.44% Equity 91.56% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 21 | ICICIBANK8% ₹1,100 Cr 8,584,867 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK7% ₹976 Cr 5,502,629 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS7% ₹865 Cr 2,113,502 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 23 | BHARTIARTL5% ₹681 Cr 4,287,884
↓ -432,000 Torrent Power Ltd (Utilities)
Equity, Since 28 Feb 21 | 5327795% ₹641 Cr 4,311,046
↓ -260,987 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB5% ₹636 Cr 1,043,054 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND5% ₹616 Cr 2,121,747 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Jul 24 | 5433204% ₹576 Cr 20,710,404 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000344% ₹568 Cr 832,185
↓ -151,008 PB Fintech Ltd (Financial Services)
Equity, Since 31 Jul 24 | 5433904% ₹543 Cr 2,576,744
↓ -27,950
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