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Axis Mutual Fund 2022-এর 4টি সেরা ইক্যুইটি ফান্ড
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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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
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 ₹97.02
↓ -0.40 ₹28,380 -14.8 -14.4 8.5 16.2 19.4 30 0.74 Axis Long Term Equity Fund Growth ₹86.2109
↓ -0.17 ₹34,497 -10.6 -10.5 6 10.8 11.9 17.4 0.59 Axis Bluechip Fund Growth ₹54.74
↓ -0.11 ₹32,271 -9.1 -10 2.1 10 11.7 13.7 0.36 Axis Focused 25 Fund Growth ₹48.39
↓ -0.12 ₹12,350 -12.4 -12.4 2.8 6.9 9.7 14.8 0.31 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Mar 25 Note: Ratio's shown as on 31 Jan 25 সম্পদ >= 200 কোটি & সাজানো হয়েছে3 বছরসিএজিআর রিটার্নস.1. Axis Mid Cap Fund
CAGR/Annualized return of 17.6% 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 (07 Mar 25) ₹97.02 ↓ -0.40 (-0.41 %) 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 29 Feb 20 ₹10,000 28 Feb 21 ₹13,117 28 Feb 22 ₹15,982 28 Feb 23 ₹16,011 29 Feb 24 ₹21,932 28 Feb 25 ₹23,152 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Mar 25 Duration Returns 1 Month -6.7% 3 Month -14.8% 6 Month -14.4% 1 Year 8.5% 3 Year 16.2% 5 Year 19.4% 10 Year 15 Year Since launch 17.6% 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 8.27 Yr. Nitin Arora 3 Aug 23 1.58 Yr. Krishnaa N 1 Mar 24 1 Yr. Data below for Axis Mid Cap Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Consumer Cyclical 18% Industrials 14.59% Financial Services 13.75% Health Care 12.44% Technology 11.74% Basic Materials 9.07% Real Estate 4.09% Communication Services 2.22% Utility 1.22% Energy 0.58% Consumer Defensive 0.56% Asset Allocation
Asset Class Value Cash 11.52% Equity 88.48% Top Securities Holdings / Portfolio
Name Holding Value Quantity Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT3% ₹906 Cr 1,501,062 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 5008503% ₹897 Cr 11,730,131 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 22 | 5328433% ₹851 Cr 13,299,371 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | 5063952% ₹705 Cr 3,893,484 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | 5002512% ₹649 Cr 1,128,653
↓ -402,412 Lupin Ltd (Healthcare)
Equity, Since 31 Jan 24 | 5002572% ₹607 Cr 2,917,246
↑ 207,498 Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA2% ₹557 Cr 4,111,208
↑ 87,732 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 23 | FEDERALBNK2% ₹542 Cr 28,960,544 JK Cement Ltd (Basic Materials)
Equity, Since 31 Jan 20 | JKCEMENT2% ₹535 Cr 1,106,405 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN2% ₹514 Cr 4,000,185
↓ -99,849 2. Axis Long Term Equity Fund
CAGR/Annualized return of 15.2% 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 (07 Mar 25) ₹86.2109 ↓ -0.17 (-0.19 %) 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 29 Feb 20 ₹10,000 28 Feb 21 ₹12,336 28 Feb 22 ₹13,849 28 Feb 23 ₹12,608 29 Feb 24 ₹16,469 28 Feb 25 ₹17,248 Returns for Axis Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Mar 25 Duration Returns 1 Month -5.6% 3 Month -10.6% 6 Month -10.5% 1 Year 6% 3 Year 10.8% 5 Year 11.9% 10 Year 15 Year Since launch 15.2% 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 1.58 Yr. Ashish Naik 3 Aug 23 1.58 Yr. Data below for Axis Long Term Equity Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 28.43% Consumer Cyclical 13.82% Health Care 10.23% Industrials 9.19% Technology 9.12% Basic Materials 7.6% Consumer Defensive 5.49% Communication Services 5.46% Utility 3.68% Real Estate 1.34% Energy 1.01% Asset Allocation
Asset Class Value Cash 4.61% Equity 95.39% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK7% ₹2,492 Cr 14,670,802
↑ 201,696 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | ICICIBANK5% ₹1,664 Cr 13,282,382
↑ 280,210 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000345% ₹1,569 Cr 1,990,075
↓ -62,252 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 23 | BHARTIARTL4% ₹1,429 Cr 8,787,501 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS4% ₹1,345 Cr 3,269,581 Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 13 | 5327794% ₹1,268 Cr 8,665,995
↓ -245,999 Infosys Ltd (Technology)
Equity, Since 31 May 24 | INFY3% ₹1,107 Cr 5,887,509
↑ 554,093 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M3% ₹961 Cr 3,214,236
↑ 225,667 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 17 | DIVISLAB2% ₹822 Cr 1,474,177 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | 5433202% ₹764 Cr 34,692,799 3. Axis Bluechip Fund
CAGR/Annualized return of 11.9% 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 (07 Mar 25) ₹54.74 ↓ -0.11 (-0.20 %) 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 29 Feb 20 ₹10,000 28 Feb 21 ₹12,074 28 Feb 22 ₹13,848 28 Feb 23 ₹13,157 29 Feb 24 ₹16,597 28 Feb 25 ₹17,017 Returns for Axis Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Mar 25 Duration Returns 1 Month -5% 3 Month -9.1% 6 Month -10% 1 Year 2.1% 3 Year 10% 5 Year 11.7% 10 Year 15 Year Since launch 11.9% 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 8.27 Yr. Jayesh Sundar 4 Nov 24 0.32 Yr. Krishnaa N 1 Mar 24 1 Yr. Data below for Axis Bluechip Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 30.03% Consumer Cyclical 13.13% Technology 11.02% Health Care 8.39% Communication Services 6.98% Industrials 6.25% Consumer Defensive 4.57% Basic Materials 4.16% Energy 2.76% Utility 1.05% Real Estate 0.35% Asset Allocation
Asset Class Value Cash 8.07% Equity 91.59% Debt 0.33% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK9% ₹3,036 Cr 17,870,093
↑ 220,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK8% ₹2,714 Cr 21,659,724
↓ -332,999 Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY7% ₹2,109 Cr 11,219,500
↑ 512,937 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL5% ₹1,658 Cr 10,197,762 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 5000344% ₹1,358 Cr 1,722,282
↑ 38,939 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS4% ₹1,161 Cr 2,822,960
↑ 358,250 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M3% ₹1,125 Cr 3,762,469 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 21 | LT3% ₹1,068 Cr 2,994,046
↑ 90,686 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Sep 21 | SUNPHARMA3% ₹979 Cr 5,616,215
↑ 127,050 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE3% ₹866 Cr 6,841,853
↓ -881,629 4. Axis Focused 25 Fund
CAGR/Annualized return of 13.2% 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 (07 Mar 25) ₹48.39 ↓ -0.12 (-0.25 %) 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 29 Feb 20 ₹10,000 28 Feb 21 ₹12,283 28 Feb 22 ₹13,927 28 Feb 23 ₹12,129 29 Feb 24 ₹15,197 28 Feb 25 ₹15,587 Returns for Axis Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Mar 25 Duration Returns 1 Month -5.5% 3 Month -12.4% 6 Month -12.4% 1 Year 2.8% 3 Year 6.9% 5 Year 9.7% 10 Year 15 Year Since launch 13.2% 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 1.08 Yr. Krishnaa N 1 Mar 24 1 Yr. Data below for Axis Focused 25 Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 33.08% Consumer Cyclical 11.66% Health Care 9.35% Communication Services 8.65% Industrials 8.32% Technology 7.04% Basic Materials 6.1% Utility 4.95% Real Estate 2.84% Consumer Defensive 1.11% Asset Allocation
Asset Class Value Cash 6.92% Equity 93.08% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 21 | ICICIBANK9% ₹1,076 Cr 8,584,867 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK8% ₹935 Cr 5,502,629 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS7% ₹869 Cr 2,113,502 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000345% ₹674 Cr 854,285
↑ 22,100 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 23 | BHARTIARTL5% ₹673 Cr 4,138,784
↓ -149,100 Torrent Power Ltd (Utilities)
Equity, Since 28 Feb 21 | 5327795% ₹612 Cr 4,180,826
↓ -130,220 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND5% ₹571 Cr 1,987,953
↓ -133,794 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB4% ₹549 Cr 983,954
↓ -59,100 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 22 | CHOLAFIN4% ₹519 Cr 4,039,282 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Jul 24 | 5433204% ₹465 Cr 21,104,204
↑ 393,800
অ্যাক্সিস মিউচুয়াল ফান্ড অনলাইনে কীভাবে বিনিয়োগ করবেন?
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