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অ্যাক্সিস মিউচুয়াল ফান্ড 2022 দ্বারা শীর্ষ 4 সেরা ইক্যুইটি ফান্ড | ফিনক্যাশ

ফিনক্যাশ »অ্যাক্সিস মিউচুয়াল ফান্ড »ইক্যুইটিজ

Axis Mutual Fund 2022-এর 4টি সেরা ইক্যুইটি ফান্ড

Updated on April 26, 2025 , 44280 views

আপনি যদি আপনার পরিবারের জন্য সম্পদ তৈরি করতে চান বা আপনার সন্তানের উচ্চ শিক্ষার জন্য পরিকল্পনা করতে চান, তাহলেইক্যুইটি ফান্ড দ্বারাঅ্যাক্সিস মিউচুয়াল ফান্ড বিনিয়োগ করার জন্য সেরা বিকল্প।

ইক্যুইটি ফান্ড হল এক প্রকারপারস্পরিক তহবিল যেটি মূলত ইক্যুইটি এবং সম্পর্কিত উপকরণগুলিতে বিনিয়োগ করে। দীর্ঘমেয়াদী আর্থিক চাহিদা পূরণের জন্য এই তহবিলগুলি একটি ভাল বিকল্প। এই তহবিলগুলির দীর্ঘমেয়াদে উচ্চ রিটার্ন প্রদানের একটি দুর্দান্ত সম্ভাবনা রয়েছে, তাই ইক্যুইটি তহবিলে কমপক্ষে 3-5 বছরের জন্য বিনিয়োগ করার পরামর্শ দেওয়া হয়। কিন্তু, ইক্যুইটি ফান্ড শুধুমাত্র সেই বিনিয়োগকারীদের জন্য উপযুক্ত যারা তাদের বিনিয়োগে উচ্চ ঝুঁকি বহন করতে পারে।

এই স্কিমে বিনিয়োগ করার পরিকল্পনাকারী বিনিয়োগকারীরা নীচের তালিকাভুক্ত শীর্ষ 4 থেকে বেছে নিতে পারেনসেরা ইক্যুইটি তহবিল অ্যাক্সিস মিউচুয়াল ফান্ড দ্বারা। এই তহবিলগুলি AUM এর মতো কিছু গুরুত্বপূর্ণ পরামিতি গ্রহণ করে সংক্ষিপ্ত তালিকাভুক্ত করা হয়েছে,না, অতীত পারফরম্যান্স, গড় পিয়ার রিটার্ন, এবং অন্যান্য তথ্য অনুপাত।

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Axis-MF

কেন অ্যাক্সিস ইক্যুইটি ফান্ডে বিনিয়োগ করবেন?

  • দ্বারাবিনিয়োগ ইক্যুইটি ফান্ডে, কেউ তাদের দীর্ঘমেয়াদী বিনিয়োগের লক্ষ্য পরিকল্পনা করতে পারে যেমন বাড়ি/গাড়ি কেনা,অবসর পরিকল্পনা, সন্তানের ক্যারিয়ার বা সম্পদ সৃষ্টির মতোই সহজ।

  • অ্যাক্সিস মিউচুয়াল ফান্ড একটি স্কিম অফার করে যা আপনাকে ট্যাক্স সুবিধা উপভোগ করতে সাহায্য করে। প্রকল্পের নাম হল-অ্যাক্সিস লং টার্ম ইক্যুইটি ফান্ড. এই স্কিমে বিনিয়োগ করে কেউ তাদের পরিকল্পনা করতে পারেকরের অধীনধারা 80C এরআয়কর আইন, 1961।

  • অ্যাক্সিস মিউচুয়াল ফান্ডের ফান্ড ম্যানেজারদের বিনিয়োগের সিদ্ধান্ত নেওয়ার একটি সমৃদ্ধ অভিজ্ঞতা রয়েছে। তাদের অভিজ্ঞতা আপনাকে আপনার বাড়াতে সাহায্য করবেমূলধন দীর্ঘ মেয়াদে।

সেরা অ্যাক্সিস ইক্যুইটি মিউচুয়াল ফান্ড

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)Sharpe Ratio
Axis Mid Cap Fund Growth ₹103.78
↑ 1.14
₹28,0635-4.710.316.124.1300.3
Axis Long Term Equity Fund Growth ₹93.0977
↑ 0.79
₹34,1766.4-0.89.111.117.817.40.04
Axis Bluechip Fund Growth ₹59.08
↑ 0.58
₹32,34960.98.510.916.613.7-0.09
Axis Focused 25 Fund Growth ₹52.84
↑ 0.41
₹12,3477.1-1.57.17.81614.8-0.11
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Apr 25
Note: Ratio's shown as on 31 Mar 25
*ভিত্তিক তহবিলের তালিকাসম্পদ >= 200 কোটি & সাজানো হয়েছে3 বছরসিএজিআর রিটার্নস.

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.

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 CAGR/Annualized return of 17.9% since its launch.  Ranked 41 in Mid Cap category.  Return for 2024 was 30% , 2023 was 29.6% and 2022 was -5.1% .

Below is the key information for Axis Mid Cap Fund

Axis Mid Cap Fund
Growth
Launch Date 18 Feb 11
NAV (28 Apr 25) ₹103.78 ↑ 1.14   (1.11 %)
Net Assets (Cr) ₹28,063 on 31 Mar 25
Category Equity - Mid Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.61
Sharpe Ratio 0.3
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 Mar 20₹10,000
31 Mar 21₹16,775
31 Mar 22₹20,697
31 Mar 23₹19,760
31 Mar 24₹27,924
31 Mar 25₹31,106

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 ₹556,833.
Net Profit of ₹256,833
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 28 Apr 25

DurationReturns
1 Month 2.5%
3 Month 5%
6 Month -4.7%
1 Year 10.3%
3 Year 16.1%
5 Year 24.1%
10 Year
15 Year
Since launch 17.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 30%
2022 29.6%
2021 -5.1%
2020 39.9%
2019 26%
2018 11.3%
2017 3.5%
2016 42%
2015 -3.1%
2014 0.8%
Fund Manager information for Axis Mid Cap Fund
NameSinceTenure
Shreyash Devalkar23 Nov 168.36 Yr.
Nitin Arora3 Aug 231.66 Yr.
Krishnaa N1 Mar 241.08 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical18.95%
Financial Services15.16%
Health Care12.78%
Industrials12.22%
Technology10.53%
Basic Materials10.08%
Real Estate3.14%
Communication Services2.8%
Utility1.3%
Consumer Defensive0.63%
Energy0.58%
Asset Allocation
Asset ClassValue
Cash11.83%
Equity88.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 22 | 532843
3%₹929 Cr13,299,371
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 500850
3%₹892 Cr11,322,169
↓ -407,962
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT
3%₹807 Cr1,463,034
↓ -38,028
Coromandel International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | 506395
3%₹772 Cr3,893,484
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 23 | FEDERALBNK
2%₹609 Cr31,591,358
↑ 2,630,814
Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA
2%₹602 Cr4,111,208
JK Cement Ltd (Basic Materials)
Equity, Since 31 Jan 20 | JKCEMENT
2%₹601 Cr1,219,314
Lupin Ltd (Healthcare)
Equity, Since 31 Jan 24 | 500257
2%₹592 Cr2,917,246
Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Jun 23 | SOLARINDS
2%₹566 Cr503,230
↑ 11,095
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN
2%₹556 Cr3,658,286
↓ -341,899

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.

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 CAGR/Annualized return of 15.7% since its launch.  Ranked 20 in ELSS category.  Return for 2024 was 17.4% , 2023 was 22% and 2022 was -12% .

Below is the key information for Axis Long Term Equity Fund

Axis Long Term Equity Fund
Growth
Launch Date 29 Dec 09
NAV (28 Apr 25) ₹93.0977 ↑ 0.79   (0.85 %)
Net Assets (Cr) ₹34,176 on 31 Mar 25
Category Equity - ELSS
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.55
Sharpe Ratio 0.04
Information Ratio -0.67
Alpha Ratio -0.08
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹15,763
31 Mar 22₹17,787
31 Mar 23₹15,784
31 Mar 24₹21,969
31 Mar 25₹23,368

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 ₹470,047.
Net Profit of ₹170,047
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 28 Apr 25

DurationReturns
1 Month 3.3%
3 Month 6.4%
6 Month -0.8%
1 Year 9.1%
3 Year 11.1%
5 Year 17.8%
10 Year
15 Year
Since launch 15.7%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 6.7%
Fund Manager information for Axis Long Term Equity Fund
NameSinceTenure
Shreyash Devalkar4 Aug 231.66 Yr.
Ashish Naik3 Aug 231.66 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services31.01%
Consumer Cyclical13.1%
Health Care10%
Industrials9.35%
Basic Materials7.79%
Technology7.65%
Communication Services5.42%
Consumer Defensive5.25%
Utility3.49%
Real Estate1.22%
Energy1.18%
Asset Allocation
Asset ClassValue
Cash4.56%
Equity95.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
8%₹2,862 Cr15,654,121
↑ 983,319
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | ICICIBANK
5%₹1,860 Cr13,796,075
↑ 513,693
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
5%₹1,626 Cr1,817,920
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 23 | BHARTIARTL
4%₹1,427 Cr8,233,062
↓ -554,439
Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 13 | 532779
3%₹1,191 Cr8,010,882
↓ -137,335
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS
3%₹1,179 Cr3,269,581
Infosys Ltd (Technology)
Equity, Since 31 May 24 | INFY
3%₹970 Cr6,174,136
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 17 | DIVISLAB
2%₹825 Cr1,427,603
↓ -46,574
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M
2%₹794 Cr2,978,673
↓ -235,563
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Jun 20 | CHOLAFIN
2%₹772 Cr5,077,851

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.

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 CAGR/Annualized return of 12.3% since its launch.  Ranked 58 in Large Cap category.  Return for 2024 was 13.7% , 2023 was 17.4% and 2022 was -5.7% .

Below is the key information for Axis Bluechip Fund

Axis Bluechip Fund
Growth
Launch Date 5 Jan 10
NAV (28 Apr 25) ₹59.08 ↑ 0.58   (0.99 %)
Net Assets (Cr) ₹32,349 on 31 Mar 25
Category Equity - Large Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.55
Sharpe Ratio -0.09
Information Ratio -1.16
Alpha Ratio -2.13
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 Mar 20₹10,000
31 Mar 21₹14,888
31 Mar 22₹17,223
31 Mar 23₹15,942
31 Mar 24₹21,042
31 Mar 25₹22,012

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 ₹458,689.
Net Profit of ₹158,689
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 28 Apr 25

DurationReturns
1 Month 3.2%
3 Month 6%
6 Month 0.9%
1 Year 8.5%
3 Year 10.9%
5 Year 16.6%
10 Year
15 Year
Since launch 12.3%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 -1.2%
Fund Manager information for Axis Bluechip Fund
NameSinceTenure
Shreyash Devalkar23 Nov 168.36 Yr.
Jayesh Sundar4 Nov 240.41 Yr.
Krishnaa N1 Mar 241.08 Yr.

Data below for Axis Bluechip Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Financial Services32.53%
Consumer Cyclical11.13%
Health Care8.05%
Technology7.92%
Communication Services7.23%
Industrials6.81%
Consumer Defensive5.08%
Basic Materials4.24%
Energy3.03%
Utility1.28%
Real Estate0.32%
Asset Allocation
Asset ClassValue
Cash6.31%
Equity93.69%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
10%₹3,135 Cr17,150,201
↓ -359,949
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
9%₹2,852 Cr21,153,236
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL
6%₹1,809 Cr10,436,193
↑ 626,522
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 500034
5%₹1,642 Cr1,835,748
↑ 94,125
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY
4%₹1,409 Cr8,969,363
↓ -2,250,137
Nifty April 2025 Future
- | -
4%₹1,169 Cr494,550
↑ 494,550
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 21 | LT
3%₹1,108 Cr3,172,788
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
3%₹1,018 Cr2,822,960
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Sep 21 | SUNPHARMA
3%₹974 Cr5,616,215
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE
3%₹953 Cr7,471,299

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.

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 CAGR/Annualized return of 13.9% since its launch.  Ranked 7 in Focused category.  Return for 2024 was 14.8% , 2023 was 17.2% and 2022 was -14.5% .

Below is the key information for Axis Focused 25 Fund

Axis Focused 25 Fund
Growth
Launch Date 29 Jun 12
NAV (28 Apr 25) ₹52.84 ↑ 0.41   (0.78 %)
Net Assets (Cr) ₹12,347 on 31 Mar 25
Category Equity - Focused
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.69
Sharpe Ratio -0.11
Information Ratio -1.24
Alpha Ratio -2.34
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 Mar 20₹10,000
31 Mar 21₹16,024
31 Mar 22₹18,431
31 Mar 23₹15,592
31 Mar 24₹20,992
31 Mar 25₹21,826

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 ₹447,579.
Net Profit of ₹147,579
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 28 Apr 25

DurationReturns
1 Month 3.5%
3 Month 7.1%
6 Month -1.5%
1 Year 7.1%
3 Year 7.8%
5 Year 16%
10 Year
15 Year
Since launch 13.9%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 3.9%
Fund Manager information for Axis Focused 25 Fund
NameSinceTenure
Sachin Relekar1 Feb 241.16 Yr.
Krishnaa N1 Mar 241.08 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services35.84%
Health Care9.42%
Consumer Cyclical9.4%
Industrials9.06%
Communication Services8.79%
Technology6.17%
Basic Materials5.6%
Utility4.63%
Real Estate2.47%
Consumer Defensive0.82%
Asset Allocation
Asset ClassValue
Cash7.8%
Equity92.2%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 21 | ICICIBANK
9%₹1,158 Cr8,584,867
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
8%₹1,006 Cr5,502,629
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
6%₹779 Cr870,785
↑ 16,500
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
6%₹762 Cr2,113,502
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 23 | BHARTIARTL
6%₹717 Cr4,138,784
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 22 | CHOLAFIN
5%₹614 Cr4,039,282
Torrent Power Ltd (Utilities)
Equity, Since 28 Feb 21 | 532779
5%₹571 Cr3,843,646
↓ -302,307
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB
5%₹568 Cr983,954
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND
5%₹566 Cr1,987,953
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 24 | INDIGO
4%₹474 Cr927,477

অ্যাক্সিস মিউচুয়াল ফান্ড অনলাইনে কীভাবে বিনিয়োগ করবেন?

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এখানে প্রদত্ত তথ্য সঠিক কিনা তা নিশ্চিত করার জন্য সমস্ত প্রচেষ্টা করা হয়েছে। যাইহোক, তথ্যের সঠিকতা সম্পর্কে কোন গ্যারান্টি দেওয়া হয় না। কোনো বিনিয়োগ করার আগে স্কিমের তথ্য নথির সাথে যাচাই করুন।
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