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एक्सिस म्यूचुअल फंड 2022 द्वारा 4 सर्वश्रेष्ठ इक्विटी फंड
यदि आप अपने परिवार के लिए धन का निर्माण करना चाहते हैं या अपने बच्चे की उच्च शिक्षा की योजना बनाना चाहते हैं, तोइक्विटी फ़ंड द्वाराएक्सिस म्यूचुअल फंड निवेश करने का सबसे अच्छा विकल्प हैं।
इक्विटी फंड एक प्रकार के होते हैंम्यूचुअल फंड जो मुख्य रूप से इक्विटी और संबंधित उपकरणों में निवेश करता है। लंबी अवधि की वित्तीय जरूरतों को पूरा करने के लिए ये फंड एक अच्छा विकल्प हैं। इन फंडों में लंबी अवधि में उच्च रिटर्न देने की काफी संभावनाएं होती हैं, इसलिए इक्विटी फंडों में कम से कम 3-5 साल के लिए निवेश करने का सुझाव दिया जाता है। लेकिन, इक्विटी फंड केवल उन निवेशकों के लिए उपयुक्त हैं जो अपने निवेश में उच्च जोखिम उठा सकते हैं।
इस योजना में निवेश करने की योजना बना रहे निवेशक नीचे सूचीबद्ध शीर्ष 4 में से चुन सकते हैंसर्वश्रेष्ठ इक्विटी फंड एक्सिस म्यूचुअल फंड द्वारा इन फंडों को एयूएम जैसे कुछ महत्वपूर्ण मानकों को पूरा करके शॉर्टलिस्ट किया गया है।नहीं हैं, पिछले प्रदर्शन, औसत सहकर्मी रिटर्न, और अन्य सूचना अनुपात।
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एक्सिस इक्विटी फंड में निवेश क्यों करें?
द्वारानिवेश इक्विटी फंड में, कोई अपने दीर्घकालिक निवेश लक्ष्यों की योजना बना सकता है जैसे घर/कार खरीदना,सेवानिवृत्ति योजना, बच्चे का करियर या धन सृजन जितना ही सरल।
एक्सिस म्यूचुअल फंड एक ऐसी योजना प्रदान करता है जो आपको कर लाभों का आनंद लेने में मदद करती है। योजना का नाम है-
एक्सिस लॉन्ग टर्म इक्विटी फंड. इस योजना में निवेश करके कोई भी अपनी योजना बना सकता हैकरों अंतर्गतधारा 80सी काआयकर अधिनियम, 1961।एक्सिस म्यूचुअल फंड के फंड मैनेजरों के पास निवेश संबंधी निर्णय लेने का समृद्ध अनुभव है। उनका अनुभव आपको अपना विकास करने में मदद करेगाराजधानी एक लंबी अवधि में।
बेस्ट एक्सिस इक्विटी म्यूचुअल फंड
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 (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 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 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 ₹114.35
↑ 0.38 ₹30,855 14.5 28.3 43.9 18.8 26.5 29.6 2.88 Axis Bluechip Fund Growth ₹61.38
↑ 0.08 ₹35,013 10.8 15.5 32.5 9.5 16.5 17.4 1.71 Axis Long Term Equity Fund Growth ₹97.009
↓ -0.02 ₹38,278 11.8 20.4 35.7 9 17.4 22 1.95 Axis Focused 25 Fund Growth ₹55.43
↑ 0.02 ₹14,075 11.3 19.6 31.7 6 15.5 17.2 1.46 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Sep 24 Note: Ratio's shown as on 31 Jul 24 संपत्ति>= 200 करोड़ पर छाँटा गया3 सालसीएजीआर रिटर्न.1. Axis Mid Cap Fund
CAGR/Annualized return of 19.7% 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 (05 Sep 24) ₹114.35 ↑ 0.38 (0.33 %) Net Assets (Cr) ₹30,855 on 31 Jul 24 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 1.61 Sharpe Ratio 2.88 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 Aug 19 ₹10,000 31 Aug 20 ₹11,541 31 Aug 21 ₹18,954 31 Aug 22 ₹19,432 31 Aug 23 ₹22,025 31 Aug 24 ₹32,014 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Sep 24 Duration Returns 1 Month 7.5% 3 Month 14.5% 6 Month 28.3% 1 Year 43.9% 3 Year 18.8% 5 Year 26.5% 10 Year 15 Year Since launch 19.7% 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 7.69 Yr. Nitin Arora 3 Aug 23 1 Yr. Krishnaa N 1 Mar 24 0.42 Yr. Data below for Axis Mid Cap Fund as on 31 Jul 24
Equity Sector Allocation
Sector Value Consumer Cyclical 21.05% Industrials 20.72% Financial Services 16.02% Health Care 9.78% Basic Materials 9.68% Technology 7.57% Real Estate 4.7% Utility 3.19% Communication Services 2.78% Consumer Defensive 1.53% Energy 1.18% Asset Allocation
Asset Class Value Cash 1.81% Equity 98.19% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN3% ₹938 Cr 6,618,510
↓ -162,382 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | 5002513% ₹894 Cr 1,531,065
↓ -397,723 Supreme Industries Ltd (Industrials)
Equity, Since 31 Dec 16 | 5099303% ₹866 Cr 1,616,796
↓ -175,727 Cummins India Ltd (Industrials)
Equity, Since 28 Feb 21 | 5004803% ₹809 Cr 2,100,114
↓ -316,137 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 5008503% ₹798 Cr 12,423,691 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT2% ₹743 Cr 1,538,075 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | UNOMINDA2% ₹743 Cr 7,138,780
↓ -1,398,953 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 May 22 | 5000932% ₹724 Cr 9,833,860
↓ -711,869 Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | SCHAEFFLER2% ₹717 Cr 1,679,270
↓ -70,072 Sona BLW Precision Forgings Ltd (Consumer Cyclical)
Equity, Since 30 Jun 21 | 5433002% ₹678 Cr 9,985,695 2. Axis Bluechip Fund
CAGR/Annualized return of 13.2% 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 (05 Sep 24) ₹61.38 ↑ 0.08 (0.13 %) Net Assets (Cr) ₹35,013 on 31 Jul 24 Category Equity - Large Cap AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.55 Sharpe Ratio 1.71 Information Ratio -1.77 Alpha Ratio -1.47 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 Aug 19 ₹10,000 31 Aug 20 ₹10,560 31 Aug 21 ₹15,906 31 Aug 22 ₹15,332 31 Aug 23 ₹15,730 31 Aug 24 ₹21,079 Returns for Axis Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Sep 24 Duration Returns 1 Month 5.6% 3 Month 10.8% 6 Month 15.5% 1 Year 32.5% 3 Year 9.5% 5 Year 16.5% 10 Year 15 Year Since launch 13.2% 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 7.69 Yr. Ashish Naik 3 Aug 23 1 Yr. Krishnaa N 1 Mar 24 0.42 Yr. Data below for Axis Bluechip Fund as on 31 Jul 24
Equity Sector Allocation
Sector Value Financial Services 29.23% Consumer Cyclical 13.35% Technology 10.04% Consumer Defensive 9.7% Energy 7.3% Industrials 7.24% Communication Services 6.45% Basic Materials 5.02% Health Care 4.03% Utility 2.9% Real Estate 0.32% Asset Allocation
Asset Class Value Cash 4.41% Equity 95.59% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK9% ₹3,051 Cr 18,883,068
↑ 295,290 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK8% ₹2,705 Cr 22,267,175
↓ -1,400,000 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE6% ₹2,208 Cr 7,332,276
↓ -351,476 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 5403765% ₹1,741 Cr 3,527,396
↓ -516,085 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS5% ₹1,722 Cr 3,927,188
↓ -144,063 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL5% ₹1,720 Cr 11,532,333 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 5000345% ₹1,682 Cr 2,470,413 Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY5% ₹1,578 Cr 8,448,989
↑ 1,243,509 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M3% ₹1,114 Cr 3,829,473
↓ -1,073,673 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 21 | LT3% ₹971 Cr 2,544,789
↓ -573,896 3. Axis Long Term Equity Fund
CAGR/Annualized return of 16.7% 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 (05 Sep 24) ₹97.009 ↓ -0.02 (-0.02 %) Net Assets (Cr) ₹38,278 on 31 Jul 24 Category Equity - ELSS AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.55 Sharpe Ratio 1.95 Information Ratio -1.22 Alpha Ratio 0.22 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Aug 19 ₹10,000 31 Aug 20 ₹10,523 31 Aug 21 ₹16,767 31 Aug 22 ₹15,592 31 Aug 23 ₹15,898 31 Aug 24 ₹21,920 Returns for Axis Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Sep 24 Duration Returns 1 Month 5.3% 3 Month 11.8% 6 Month 20.4% 1 Year 35.7% 3 Year 9% 5 Year 17.4% 10 Year 15 Year Since launch 16.7% 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 0.99 Yr. Ashish Naik 3 Aug 23 0.99 Yr. Data below for Axis Long Term Equity Fund as on 31 Jul 24
Equity Sector Allocation
Sector Value Financial Services 26.25% Consumer Cyclical 12.99% Industrials 9.63% Health Care 8.47% Basic Materials 8.46% Technology 7.54% Consumer Defensive 7.47% Utility 7.17% Communication Services 4.84% Energy 3.9% Real Estate 1.13% Asset Allocation
Asset Class Value Cash 2.16% Equity 97.84% Top Securities Holdings / Portfolio
Name Holding Value Quantity Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 13 | 5327796% ₹2,268 Cr 12,150,096
↓ -642,897 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK6% ₹2,253 Cr 13,944,884
↓ -684,723 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000345% ₹1,747 Cr 2,566,547 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS4% ₹1,719 Cr 3,920,036
↓ -1,545,030 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 5403764% ₹1,365 Cr 2,765,259
↓ -1,315,766 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 17 | DIVISLAB3% ₹1,209 Cr 2,456,356 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 23 | BHARTIARTL3% ₹1,134 Cr 7,600,661
↑ 1,782,039 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M3% ₹1,121 Cr 3,853,732
↓ -200,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | ICICIBANK3% ₹1,081 Cr 8,900,435
↑ 1,210,000 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Jun 20 | CHOLAFIN3% ₹1,075 Cr 7,588,956
↓ -776,112 4. Axis Focused 25 Fund
CAGR/Annualized return of 15.1% 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 (05 Sep 24) ₹55.43 ↑ 0.02 (0.04 %) Net Assets (Cr) ₹14,075 on 31 Jul 24 Category Equity - Focused AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.69 Sharpe Ratio 1.46 Information Ratio -1.72 Alpha Ratio -5.64 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 Aug 19 ₹10,000 31 Aug 20 ₹10,622 31 Aug 21 ₹16,762 31 Aug 22 ₹15,395 31 Aug 23 ₹15,067 31 Aug 24 ₹20,084 Returns for Axis Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Sep 24 Duration Returns 1 Month 6.2% 3 Month 11.3% 6 Month 19.6% 1 Year 31.7% 3 Year 6% 5 Year 15.5% 10 Year 15 Year Since launch 15.1% 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 0.5 Yr. Hitesh Das 3 Aug 23 1 Yr. Krishnaa N 1 Mar 24 0.42 Yr. Data below for Axis Focused 25 Fund as on 31 Jul 24
Equity Sector Allocation
Sector Value Financial Services 26.82% Consumer Cyclical 14.43% Basic Materials 9.94% Utility 7.94% Communication Services 7.5% Technology 6.26% Health Care 6.17% Industrials 6.14% Consumer Defensive 4.87% Energy 2.72% Real Estate 2.37% Asset Allocation
Asset Class Value Cash 4.85% Equity 95.15% Top Securities Holdings / Portfolio
Name Holding Value Quantity Torrent Power Ltd (Utilities)
Equity, Since 28 Feb 21 | 5327798% ₹1,117 Cr 5,986,652
↓ -699,283 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 21 | ICICIBANK7% ₹1,011 Cr 8,323,068 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS6% ₹881 Cr 2,008,953
↓ -167,276 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000346% ₹797 Cr 1,170,734
↓ -270,237 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND6% ₹777 Cr 2,437,008
↓ -238,215 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK5% ₹693 Cr 4,291,492
↑ 1,379,300 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 5403765% ₹685 Cr 1,388,046
↓ -611,378 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 23 | BHARTIARTL5% ₹658 Cr 4,410,019 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 22 | CHOLAFIN4% ₹604 Cr 4,261,035 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB4% ₹514 Cr 1,043,054
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