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એક્સિસ મ્યુચ્યુઅલ ફંડ 2022 દ્વારા 4 શ્રેષ્ઠ ઇક્વિટી ફંડ
જો તમે તમારા પરિવાર માટે સંપત્તિ બનાવવા માંગો છો અથવા તમારા બાળકના ઉચ્ચ શિક્ષણની યોજના બનાવવા માંગો છો, તો પછીઇક્વિટી ફંડ્સ દ્વારાએક્સિસ મ્યુચ્યુઅલ ફંડ રોકાણ કરવા માટે શ્રેષ્ઠ વિકલ્પ છે.
ઇક્વિટી ફંડ્સ એક પ્રકાર છેમ્યુચ્યુઅલ ફંડ જે મુખ્યત્વે ઇક્વિટી અને સંબંધિત સાધનોમાં રોકાણ કરે છે. લાંબા ગાળાની નાણાકીય જરૂરિયાતો પૂરી કરવા માટે આ ફંડ્સ સારો વિકલ્પ છે. આ ફંડ્સમાં લાંબા ગાળે ઊંચું વળતર આપવાની મોટી સંભાવના હોય છે, તેથી જ ઈક્વિટી ફંડ્સમાં ઓછામાં ઓછા 3-5 વર્ષ માટે રોકાણ કરવાનું સૂચન કરવામાં આવે છે. પરંતુ, ઇક્વિટી ફંડ એવા રોકાણકારો માટે જ યોગ્ય છે જેઓ તેમના રોકાણમાં ઉચ્ચ જોખમ સહન કરી શકે છે.
આ યોજનામાં રોકાણ કરવાની યોજના ઘડી રહેલા રોકાણકારો નીચે સૂચિબદ્ધ ટોપ 4માંથી પસંદ કરી શકે છેશ્રેષ્ઠ ઇક્વિટી ફંડ્સ એક્સિસ મ્યુચ્યુઅલ ફંડ દ્વારા. આ ફંડ્સ એયુએમ જેવા કેટલાક મહત્વપૂર્ણ પરિમાણો હાથ ધરીને શોર્ટલિસ્ટ કરવામાં આવ્યા છે.નથી, ભૂતકાળનું પ્રદર્શન, સરેરાશ પીઅર વળતર અને અન્ય માહિતી ગુણોત્તર.
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એક્સિસ ઇક્વિટી ફંડમાં શા માટે રોકાણ કરો?
દ્વારારોકાણ ઇક્વિટી ફંડ્સમાં, વ્યક્તિ તેમના લાંબા ગાળાના રોકાણના લક્ષ્યોની યોજના બનાવી શકે છે જેમ કે ઘર/કાર ખરીદવા,નિવૃત્તિ આયોજન, બાળકની કારકિર્દી અથવા સંપત્તિ સર્જન જેટલી જ સરળ.
એક્સિસ મ્યુચ્યુઅલ ફંડ એવી સ્કીમ ઓફર કરે છે જે તમને કર લાભોનો આનંદ માણવામાં મદદ કરે છે. યોજનાનું નામ છે-
એક્સિસ લોંગ ટર્મ ઇક્વિટી ફંડ. આ યોજનામાં રોકાણ કરીને વ્યક્તિ તેમની યોજના બનાવી શકે છેકર હેઠળકલમ 80C નાઆવક વેરો એક્ટ, 1961.એક્સિસ મ્યુચ્યુઅલ ફંડના ફંડ મેનેજરો પાસે રોકાણના નિર્ણયો લેવાનો સમૃદ્ધ અનુભવ છે. તેમનો અનુભવ તમને તમારો વિકાસ કરવામાં મદદ કરશેપાટનગર લાંબા ગાળે.
શ્રેષ્ઠ એક્સિસ ઇક્વિટી મ્યુચ્યુઅલ ફંડ્સ
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 (%) 2023 (%) Sharpe Ratio Axis Mid Cap Fund Growth ₹98.24
↓ -2.36 ₹26,088 -13.3 -13.1 5.6 13.1 25.3 30 0.02 Axis Long Term Equity Fund Growth ₹88.1408
↓ -1.28 ₹32,174 -7 -9.4 2.2 7.7 19.4 17.4 -0.07 Axis Bluechip Fund Growth ₹56.14
↓ -0.60 ₹30,517 -5 -7.8 1.8 6.9 18 13.7 -0.24 Axis Focused 25 Fund Growth ₹50.26
↓ -0.40 ₹11,557 -6.7 -9.7 1.1 4.2 18 14.8 -0.21 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Apr 25 Note: Ratio's shown as on 28 Feb 25 સંપત્તિ >= 200 કરોડ & પર છટણી કરેલ3 વર્ષCAGR પરત કરે છે.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 (04 Apr 25) ₹98.24 ↓ -2.36 (-2.35 %) Net Assets (Cr) ₹26,088 on 28 Feb 25 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 1.61 Sharpe Ratio 0.02 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 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 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Apr 25 Duration Returns 1 Month 3.3% 3 Month -13.3% 6 Month -13.1% 1 Year 5.6% 3 Year 13.1% 5 Year 25.3% 10 Year 15 Year Since launch 17.6% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Shreyash Devalkar 23 Nov 16 8.36 Yr. Nitin Arora 3 Aug 23 1.66 Yr. Krishnaa N 1 Mar 24 1.08 Yr. Data below for Axis Mid Cap Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Consumer Cyclical 18.58% Financial Services 14.21% Health Care 12.81% Industrials 11.3% Technology 10.75% Basic Materials 9.15% Real Estate 3.19% Communication Services 2.97% Utility 1.15% Consumer Defensive 0.68% Energy 0.52% Asset Allocation
Asset Class Value Cash 14.1% Equity 85.9% Top Securities Holdings / Portfolio
Name Holding Value Quantity Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 5008503% ₹840 Cr 11,730,131 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 22 | 5328433% ₹815 Cr 13,299,371 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT3% ₹796 Cr 1,501,062 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | 5063952% ₹649 Cr 3,893,484 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN2% ₹560 Cr 4,000,185 Lupin Ltd (Healthcare)
Equity, Since 31 Jan 24 | 5002572% ₹556 Cr 2,917,246 Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA2% ₹536 Cr 4,111,208 JK Cement Ltd (Basic Materials)
Equity, Since 31 Jan 20 | JKCEMENT2% ₹535 Cr 1,219,314
↑ 112,909 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 23 | FEDERALBNK2% ₹514 Cr 28,960,544 Abbott India Ltd (Healthcare)
Equity, Since 29 Feb 20 | ABBOTINDIA2% ₹499 Cr 164,230 2. Axis Long Term Equity Fund
CAGR/Annualized return of 15.3% 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 (04 Apr 25) ₹88.1408 ↓ -1.28 (-1.44 %) Net Assets (Cr) ₹32,174 on 28 Feb 25 Category Equity - ELSS AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.55 Sharpe Ratio -0.07 Information Ratio -0.77 Alpha Ratio 4.41 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 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 Returns for Axis Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Apr 25 Duration Returns 1 Month 3.9% 3 Month -7% 6 Month -9.4% 1 Year 2.2% 3 Year 7.7% 5 Year 19.4% 10 Year 15 Year Since launch 15.3% Historical performance (Yearly) on absolute basis
Year Returns 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
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 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 29.59% Consumer Cyclical 13.72% Health Care 10.27% Industrials 8.84% Technology 8.79% Basic Materials 7.4% Communication Services 5.57% Consumer Defensive 5.16% Utility 3.2% Real Estate 1.22% Energy 1.18% Asset Allocation
Asset Class Value Cash 5.07% Equity 94.93% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK8% ₹2,542 Cr 14,670,802 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | ICICIBANK5% ₹1,599 Cr 13,282,382 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000345% ₹1,551 Cr 1,817,920
↓ -172,155 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 23 | BHARTIARTL4% ₹1,380 Cr 8,787,501 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS4% ₹1,139 Cr 3,269,581 Infosys Ltd (Technology)
Equity, Since 31 May 24 | INFY3% ₹1,042 Cr 6,174,136
↑ 286,627 Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 13 | 5327793% ₹1,029 Cr 8,148,217
↓ -517,778 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M3% ₹831 Cr 3,214,236 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 17 | DIVISLAB3% ₹808 Cr 1,474,177 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | 5433202% ₹771 Cr 34,692,799 3. Axis Bluechip Fund
CAGR/Annualized return of 12% 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 (04 Apr 25) ₹56.14 ↓ -0.60 (-1.06 %) Net Assets (Cr) ₹30,517 on 28 Feb 25 Category Equity - Large Cap AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.55 Sharpe Ratio -0.24 Information Ratio -1.23 Alpha Ratio 0.84 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 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 Returns for Axis Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Apr 25 Duration Returns 1 Month 3.8% 3 Month -5% 6 Month -7.8% 1 Year 1.8% 3 Year 6.9% 5 Year 18% 10 Year 15 Year Since launch 12% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Shreyash Devalkar 23 Nov 16 8.36 Yr. Jayesh Sundar 4 Nov 24 0.4 Yr. Krishnaa N 1 Mar 24 1.08 Yr. Data below for Axis Bluechip Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 30.75% Consumer Cyclical 11.74% Technology 10.08% Health Care 7.91% Communication Services 6.81% Industrials 5.84% Consumer Defensive 4.11% Basic Materials 4.06% Energy 3.02% Utility 0.99% Real Estate 0.32% Asset Allocation
Asset Class Value Cash 11.49% Equity 88.15% Debt 0.35% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK10% ₹3,033 Cr 17,510,150
↓ -359,943 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK8% ₹2,547 Cr 21,153,236
↓ -506,488 Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY6% ₹1,894 Cr 11,219,500 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL5% ₹1,540 Cr 9,809,671
↓ -388,091 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 5000345% ₹1,486 Cr 1,741,623
↑ 19,341 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 21 | LT3% ₹1,004 Cr 3,172,788
↑ 178,742 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS3% ₹983 Cr 2,822,960 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE3% ₹897 Cr 7,471,299
↑ 629,446 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Sep 21 | SUNPHARMA3% ₹895 Cr 5,616,215 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M3% ₹858 Cr 3,317,434
↓ -445,035 4. Axis Focused 25 Fund
CAGR/Annualized return of 13.5% 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 (04 Apr 25) ₹50.26 ↓ -0.40 (-0.79 %) Net Assets (Cr) ₹11,557 on 28 Feb 25 Category Equity - Focused AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.69 Sharpe Ratio -0.21 Information Ratio -1.35 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 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 Returns for Axis Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Apr 25 Duration Returns 1 Month 4.7% 3 Month -6.7% 6 Month -9.7% 1 Year 1.1% 3 Year 4.2% 5 Year 18% 10 Year 15 Year Since launch 13.5% Historical performance (Yearly) on absolute basis
Year Returns 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
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 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 35.18% Consumer Cyclical 10.94% Health Care 9.43% Communication Services 8.72% Industrials 8.22% Technology 6.37% Basic Materials 5.53% Utility 4.53% Real Estate 2.51% Consumer Defensive 0.73% Asset Allocation
Asset Class Value Cash 7.84% Equity 92.16% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 21 | ICICIBANK9% ₹1,034 Cr 8,584,867 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK8% ₹953 Cr 5,502,629 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS6% ₹736 Cr 2,113,502 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000346% ₹729 Cr 854,285 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 23 | BHARTIARTL6% ₹650 Cr 4,138,784 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 22 | CHOLAFIN5% ₹566 Cr 4,039,282 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB5% ₹539 Cr 983,954 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND5% ₹528 Cr 1,987,953 Torrent Power Ltd (Utilities)
Equity, Since 28 Feb 21 | 5327795% ₹524 Cr 4,145,953
↓ -34,873 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Jul 24 | 5433204% ₹469 Cr 21,104,204
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