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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 ₹111.46
↑ 0.07 ₹30,330 -5.3 2.9 31.4 17.9 23.1 29.6 1.93 Axis Long Term Equity Fund Growth ₹93.1499
↓ -0.16 ₹36,373 -7.9 2.4 19.6 8.9 13.6 22 1.21 Axis Bluechip Fund Growth ₹58.45
↑ 0.04 ₹33,547 -8.2 1.3 16.1 8.8 12.7 17.4 1.11 Axis Focused 25 Fund Growth ₹53.16
↓ -0.07 ₹13,289 -8.4 2.6 17.3 5.6 11.5 17.2 1.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Dec 24 Note: Ratio's shown as on 30 Nov 24 સંપત્તિ >= 200 કરોડ & પર છટણી કરેલ3 વર્ષCAGR પરત કરે છે.1. Axis Mid Cap Fund
CAGR/Annualized return of 19% since its launch. Ranked 41 in Mid Cap category. Return for 2023 was 29.6% , 2022 was -5.1% and 2021 was 39.9% . Axis Mid Cap Fund
Growth Launch Date 18 Feb 11 NAV (24 Dec 24) ₹111.46 ↑ 0.07 (0.06 %) Net Assets (Cr) ₹30,330 on 30 Nov 24 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 1.61 Sharpe Ratio 1.93 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 30 Nov 19 ₹10,000 30 Nov 20 ₹12,011 30 Nov 21 ₹17,314 30 Nov 22 ₹17,249 30 Nov 23 ₹20,605 30 Nov 24 ₹27,800 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 24 Duration Returns 1 Month 2.5% 3 Month -5.3% 6 Month 2.9% 1 Year 31.4% 3 Year 17.9% 5 Year 23.1% 10 Year 15 Year Since launch 19% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 76.5% Fund Manager information for Axis Mid Cap Fund
Name Since Tenure Shreyash Devalkar 23 Nov 16 8.03 Yr. Nitin Arora 3 Aug 23 1.33 Yr. Krishnaa N 1 Mar 24 0.75 Yr. Data below for Axis Mid Cap Fund as on 30 Nov 24
Equity Sector Allocation
Sector Value Consumer Cyclical 21.28% Industrials 16.56% Financial Services 15.18% Health Care 11.55% Basic Materials 9.51% Technology 9.29% Real Estate 4.94% Utility 2.16% Communication Services 2.15% Consumer Defensive 1.03% Energy 0.59% Asset Allocation
Asset Class Value Cash 5.54% Equity 94.46% 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% ₹841 Cr 12,423,691 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 22 | 5328433% ₹831 Cr 13,299,371 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT3% ₹806 Cr 1,501,062
↓ -37,013 Sona BLW Precision Forgings Ltd (Consumer Cyclical)
Equity, Since 30 Jun 21 | 5433002% ₹678 Cr 9,888,919
↓ -368,515 PI Industries Ltd (Basic Materials)
Equity, Since 31 Mar 19 | PIIND2% ₹671 Cr 1,494,513 Cummins India Ltd (Industrials)
Equity, Since 28 Feb 21 | 5004802% ₹654 Cr 1,867,475
↓ -63,799 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | 5063952% ₹650 Cr 3,893,484 Supreme Industries Ltd (Industrials)
Equity, Since 31 Dec 16 | 5099302% ₹635 Cr 1,479,429
↓ -137,367 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN2% ₹601 Cr 4,721,994
↓ -1,381,672 2. Axis Long Term Equity Fund
CAGR/Annualized return of 16.1% since its launch. Ranked 20 in ELSS category. Return for 2023 was 22% , 2022 was -12% and 2021 was 24.5% . Axis Long Term Equity Fund
Growth Launch Date 29 Dec 09 NAV (24 Dec 24) ₹93.1499 ↓ -0.16 (-0.17 %) Net Assets (Cr) ₹36,373 on 30 Nov 24 Category Equity - ELSS AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.55 Sharpe Ratio 1.21 Information Ratio -1.21 Alpha Ratio -0.15 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Nov 19 ₹10,000 30 Nov 20 ₹11,378 30 Nov 21 ₹15,134 30 Nov 22 ₹13,810 30 Nov 23 ₹15,529 30 Nov 24 ₹19,249 Returns for Axis Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 24 Duration Returns 1 Month 0.7% 3 Month -7.9% 6 Month 2.4% 1 Year 19.6% 3 Year 8.9% 5 Year 13.6% 10 Year 15 Year Since launch 16.1% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 66.2% Fund Manager information for Axis Long Term Equity Fund
Name Since Tenure Shreyash Devalkar 4 Aug 23 1.33 Yr. Ashish Naik 3 Aug 23 1.33 Yr. Data below for Axis Long Term Equity Fund as on 30 Nov 24
Equity Sector Allocation
Sector Value Financial Services 28.38% Consumer Cyclical 13.32% Health Care 9.74% Industrials 9.11% Basic Materials 8.13% Technology 7.7% Consumer Defensive 6.87% Utility 5.58% Communication Services 5.19% Real Estate 1.01% Energy 1% Asset Allocation
Asset Class Value Cash 3.99% Equity 96.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK7% ₹2,483 Cr 14,307,106
↑ 562,222 Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 13 | 5327795% ₹1,882 Cr 10,328,850
↓ -805,995 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000344% ₹1,530 Cr 2,220,939 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | ICICIBANK4% ₹1,507 Cr 11,660,229
↑ 1,459,794 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS4% ₹1,319 Cr 3,324,669
↓ -181,556 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 23 | BHARTIARTL4% ₹1,300 Cr 8,060,661
↑ 460,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 17 | DIVISLAB3% ₹1,093 Cr 1,855,941
↓ -126,583 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 5403763% ₹999 Cr 2,540,537
↓ -37,032 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M2% ₹815 Cr 2,988,569
↑ 217,831 Infosys Ltd (Technology)
Equity, Since 31 May 24 | INFY2% ₹798 Cr 4,542,042 3. Axis Bluechip Fund
CAGR/Annualized return of 12.5% since its launch. Ranked 58 in Large Cap category. Return for 2023 was 17.4% , 2022 was -5.7% and 2021 was 20.6% . Axis Bluechip Fund
Growth Launch Date 5 Jan 10 NAV (24 Dec 24) ₹58.45 ↑ 0.04 (0.07 %) Net Assets (Cr) ₹33,547 on 30 Nov 24 Category Equity - Large Cap AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.55 Sharpe Ratio 1.11 Information Ratio -1.62 Alpha Ratio -1.36 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 30 Nov 19 ₹10,000 30 Nov 20 ₹11,205 30 Nov 21 ₹14,437 30 Nov 22 ₹14,279 30 Nov 23 ₹15,142 30 Nov 24 ₹18,593 Returns for Axis Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 24 Duration Returns 1 Month 0.7% 3 Month -8.2% 6 Month 1.3% 1 Year 16.1% 3 Year 8.8% 5 Year 12.7% 10 Year 15 Year Since launch 12.5% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 40.8% Fund Manager information for Axis Bluechip Fund
Name Since Tenure Shreyash Devalkar 23 Nov 16 8.03 Yr. Jayesh Sundar 4 Nov 24 0.07 Yr. Krishnaa N 1 Mar 24 0.75 Yr. Data below for Axis Bluechip Fund as on 30 Nov 24
Equity Sector Allocation
Sector Value Financial Services 30.29% Consumer Cyclical 14.98% Technology 9.05% Communication Services 7.23% Industrials 7.05% Health Care 6.73% Consumer Defensive 6.6% Basic Materials 4.52% Energy 3.46% Utility 2.29% Real Estate 0.38% Asset Allocation
Asset Class Value Cash 6.43% Equity 93.57% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK10% ₹3,242 Cr 18,675,777
↑ 292,709 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK9% ₹2,869 Cr 22,201,433
↑ 511,873 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL5% ₹1,757 Cr 10,897,742
↓ -102,078 Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY5% ₹1,662 Cr 9,457,224
↓ -53,367 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 5000344% ₹1,474 Cr 2,138,967
↓ -331,446 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE3% ₹1,121 Cr 8,413,612
↓ -2,756,258 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Sep 21 | SUNPHARMA3% ₹1,015 Cr 5,489,165
↑ 312,551 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS3% ₹1,012 Cr 2,549,453
↓ -532,864 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M3% ₹995 Cr 3,645,002
↑ 680,000 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 5403763% ₹986 Cr 2,509,669
↓ -719,720 4. Axis Focused 25 Fund
CAGR/Annualized return of 14.3% since its launch. Ranked 7 in Focused category. Return for 2023 was 17.2% , 2022 was -14.5% and 2021 was 24% . Axis Focused 25 Fund
Growth Launch Date 29 Jun 12 NAV (24 Dec 24) ₹53.16 ↓ -0.07 (-0.13 %) Net Assets (Cr) ₹13,289 on 30 Nov 24 Category Equity - Focused AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.69 Sharpe Ratio 1.1 Information Ratio -1.65 Alpha Ratio -1 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 30 Nov 19 ₹10,000 30 Nov 20 ₹11,308 30 Nov 21 ₹15,075 30 Nov 22 ₹13,495 30 Nov 23 ₹14,328 30 Nov 24 ₹17,538 Returns for Axis Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 24 Duration Returns 1 Month 1.4% 3 Month -8.4% 6 Month 2.6% 1 Year 17.3% 3 Year 5.6% 5 Year 11.5% 10 Year 15 Year Since launch 14.3% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 38.8% Fund Manager information for Axis Focused 25 Fund
Name Since Tenure Sachin Relekar 1 Feb 24 0.83 Yr. Hitesh Das 3 Aug 23 1.33 Yr. Krishnaa N 1 Mar 24 0.75 Yr. Data below for Axis Focused 25 Fund as on 30 Nov 24
Equity Sector Allocation
Sector Value Financial Services 30.78% Consumer Cyclical 13.87% Communication Services 8.55% Basic Materials 8.06% Industrials 7.92% Health Care 7.42% Utility 6.41% Technology 5.97% Real Estate 2.76% Consumer Defensive 2.72% Asset Allocation
Asset Class Value Cash 5.54% Equity 94.46% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 21 | ICICIBANK8% ₹1,076 Cr 8,323,068 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK7% ₹955 Cr 5,502,629
↑ 1,211,137 Torrent Power Ltd (Utilities)
Equity, Since 28 Feb 21 | 5327796% ₹856 Cr 4,699,638
↓ -908,313 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS6% ₹797 Cr 2,008,953 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000346% ₹785 Cr 1,139,735
↓ -30,999 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 23 | BHARTIARTL6% ₹761 Cr 4,719,884
↑ 309,865 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND5% ₹667 Cr 2,121,747
↓ -297,467 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB5% ₹614 Cr 1,043,054 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 22 | CHOLAFIN4% ₹538 Cr 4,228,539
↓ -32,496 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | 5329774% ₹514 Cr 522,374
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