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ಆಕ್ಸಿಸ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ 2022 ರ 4 ಅತ್ಯುತ್ತಮ ಇಕ್ವಿಟಿ ಫಂಡ್‌ಗಳು

Updated on March 15, 2026 , 44821 views

ನಿಮ್ಮ ಕುಟುಂಬಕ್ಕೆ ಸಂಪತ್ತನ್ನು ನಿರ್ಮಿಸಲು ಅಥವಾ ನಿಮ್ಮ ಮಗುವಿನ ಉನ್ನತ ಶಿಕ್ಷಣಕ್ಕಾಗಿ ಯೋಜನೆ ಮಾಡಲು ನೀವು ಬಯಸಿದರೆಇಕ್ವಿಟಿ ಫಂಡ್‌ಗಳು ಮೂಲಕಆಕ್ಸಿಸ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಹೂಡಿಕೆ ಮಾಡಲು ಉತ್ತಮ ಆಯ್ಕೆಯಾಗಿದೆ.

ಈಕ್ವಿಟಿ ಫಂಡ್‌ಗಳು ಒಂದು ವಿಧಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಇದು ಮುಖ್ಯವಾಗಿ ಇಕ್ವಿಟಿ ಮತ್ತು ಸಂಬಂಧಿತ ಸಾಧನಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುತ್ತದೆ. ದೀರ್ಘಾವಧಿಯ ಹಣಕಾಸಿನ ಅಗತ್ಯಗಳನ್ನು ಪೂರೈಸಲು ಈ ನಿಧಿಗಳು ಉತ್ತಮ ಆಯ್ಕೆಯಾಗಿದೆ. ಈ ನಿಧಿಗಳು ದೀರ್ಘಾವಧಿಯಲ್ಲಿ ಹೆಚ್ಚಿನ ಆದಾಯವನ್ನು ಒದಗಿಸಲು ಉತ್ತಮ ಸಾಮರ್ಥ್ಯವನ್ನು ಹೊಂದಿವೆ, ಅದಕ್ಕಾಗಿಯೇ ಈಕ್ವಿಟಿ ಫಂಡ್‌ಗಳಲ್ಲಿ ಕನಿಷ್ಠ 3-5 ವರ್ಷಗಳವರೆಗೆ ಹೂಡಿಕೆ ಮಾಡಲು ಸೂಚಿಸಲಾಗುತ್ತದೆ. ಆದರೆ, ಈಕ್ವಿಟಿ ಫಂಡ್‌ಗಳು ತಮ್ಮ ಹೂಡಿಕೆಯಲ್ಲಿ ಹೆಚ್ಚಿನ ಅಪಾಯವನ್ನು ಹೊಂದುವ ಹೂಡಿಕೆದಾರರಿಗೆ ಮಾತ್ರ ಸೂಕ್ತವಾಗಿದೆ.

ಈ ಯೋಜನೆಯಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ಯೋಜಿಸುತ್ತಿರುವ ಹೂಡಿಕೆದಾರರು ಕೆಳಗೆ ಪಟ್ಟಿ ಮಾಡಲಾದ ಟಾಪ್ 4 ರಿಂದ ಆಯ್ಕೆ ಮಾಡಬಹುದುಅತ್ಯುತ್ತಮ ಇಕ್ವಿಟಿ ನಿಧಿಗಳು ಆಕ್ಸಿಸ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಮೂಲಕ. AUM ನಂತಹ ಕೆಲವು ಪ್ರಮುಖ ನಿಯತಾಂಕಗಳನ್ನು ಕೈಗೊಳ್ಳುವ ಮೂಲಕ ಈ ಹಣವನ್ನು ಶಾರ್ಟ್‌ಲಿಸ್ಟ್ ಮಾಡಲಾಗಿದೆ,ಅವು ಅಲ್ಲ, ಹಿಂದಿನ ಪ್ರದರ್ಶನಗಳು, ಸರಾಸರಿ ಪೀರ್ ರಿಟರ್ನ್ಸ್ ಮತ್ತು ಇತರ ಮಾಹಿತಿ ಅನುಪಾತಗಳು.

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Axis-MF

ಆಕ್ಸಿಸ್ ಇಕ್ವಿಟಿ ಫಂಡ್‌ಗಳಲ್ಲಿ ಏಕೆ ಹೂಡಿಕೆ ಮಾಡಬೇಕು?

  • ಮೂಲಕಹೂಡಿಕೆ ಈಕ್ವಿಟಿ ಫಂಡ್‌ಗಳಲ್ಲಿ, ಒಬ್ಬರು ತಮ್ಮ ದೀರ್ಘಕಾಲೀನ ಹೂಡಿಕೆ ಗುರಿಗಳನ್ನು ಯೋಜಿಸಬಹುದು, ಉದಾಹರಣೆಗೆ ಮನೆ/ಕಾರು ಖರೀದಿಸುವುದು,ನಿವೃತ್ತಿ ಯೋಜನೆ, ಮಗುವಿನ ವೃತ್ತಿ ಅಥವಾ ಸಂಪತ್ತು ಸೃಷ್ಟಿಯಷ್ಟೇ ಸರಳ.

  • ಆಕ್ಸಿಸ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ತೆರಿಗೆ ಪ್ರಯೋಜನಗಳನ್ನು ಆನಂದಿಸಲು ನಿಮಗೆ ಸಹಾಯ ಮಾಡುವ ಯೋಜನೆಯನ್ನು ನೀಡುತ್ತದೆ. ಯೋಜನೆಯ ಹೆಸರು-ಆಕ್ಸಿಸ್ ಲಾಂಗ್ ಟರ್ಮ್ ಇಕ್ವಿಟಿ ಫಂಡ್. ಈ ಯೋಜನೆಯಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವ ಮೂಲಕ ಒಬ್ಬರು ತಮ್ಮ ಯೋಜನೆ ಮಾಡಬಹುದುತೆರಿಗೆಗಳು ಅಡಿಯಲ್ಲಿವಿಭಾಗ 80 ಸಿ ಅದರಆದಾಯ ತೆರಿಗೆ ಕಾಯಿದೆ, 1961.

  • ಆಕ್ಸಿಸ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ನಲ್ಲಿರುವ ಫಂಡ್ ಮ್ಯಾನೇಜರ್‌ಗಳು ಹೂಡಿಕೆ ನಿರ್ಧಾರಗಳನ್ನು ಮಾಡುವಲ್ಲಿ ಶ್ರೀಮಂತ ಅನುಭವವನ್ನು ಹೊಂದಿದ್ದಾರೆ. ಅವರ ಅನುಭವವು ನಿಮ್ಮ ಬೆಳವಣಿಗೆಗೆ ಸಹಾಯ ಮಾಡುತ್ತದೆಬಂಡವಾಳ ದೀರ್ಘಾವಧಿಯಲ್ಲಿ.

ಅತ್ಯುತ್ತಮ ಆಕ್ಸಿಸ್ ಇಕ್ವಿಟಿ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)Sharpe Ratio
Axis Mid Cap Fund Growth ₹106.87
↑ 1.25
₹30,895-4.5-7.910.618.714.410.14
Axis Long Term Equity Fund Growth ₹89.222
↑ 0.75
₹32,930-7.5-9.33.7147.74.4-0.02
Axis Bluechip Fund Growth ₹56.78
↑ 0.45
₹32,420-7.6-8.13.511.67.86.30.03
Axis Focused 25 Fund Growth ₹49.43
↑ 0.39
₹11,382-8.7-12.12.411.15.42.5-0.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Mar 26
Note: Ratio's shown as on 31 Jan 26

Research Highlights & Commentary of 4 Funds showcased

CommentaryAxis Mid Cap FundAxis Long Term Equity FundAxis Bluechip FundAxis Focused 25 Fund
Point 1Lower mid AUM (₹30,895 Cr).Highest AUM (₹32,930 Cr).Upper mid AUM (₹32,420 Cr).Bottom quartile AUM (₹11,382 Cr).
Point 2Established history (15+ yrs).Oldest track record among peers (16 yrs).Established history (16+ yrs).Established history (13+ yrs).
Point 3Rating: 1★ (bottom quartile).Rating: 3★ (upper mid).Rating: 2★ (lower mid).Top rated.
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 14.39% (top quartile).5Y return: 7.69% (lower mid).5Y return: 7.85% (upper mid).5Y return: 5.38% (bottom quartile).
Point 63Y return: 18.69% (top quartile).3Y return: 13.98% (upper mid).3Y return: 11.56% (lower mid).3Y return: 11.05% (bottom quartile).
Point 71Y return: 10.63% (top quartile).1Y return: 3.70% (upper mid).1Y return: 3.54% (lower mid).1Y return: 2.38% (bottom quartile).
Point 8Alpha: 0.00 (top quartile).Alpha: -2.65 (upper mid).Alpha: -2.75 (lower mid).Alpha: -3.90 (bottom quartile).
Point 9Sharpe: 0.14 (top quartile).Sharpe: -0.02 (lower mid).Sharpe: 0.03 (upper mid).Sharpe: -0.10 (bottom quartile).
Point 10Information ratio: 0.00 (top quartile).Information ratio: -0.26 (upper mid).Information ratio: -0.84 (bottom quartile).Information ratio: -0.76 (lower mid).

Axis Mid Cap Fund

  • Lower mid AUM (₹30,895 Cr).
  • Established history (15+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 14.39% (top quartile).
  • 3Y return: 18.69% (top quartile).
  • 1Y return: 10.63% (top quartile).
  • Alpha: 0.00 (top quartile).
  • Sharpe: 0.14 (top quartile).
  • Information ratio: 0.00 (top quartile).

Axis Long Term Equity Fund

  • Highest AUM (₹32,930 Cr).
  • Oldest track record among peers (16 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 7.69% (lower mid).
  • 3Y return: 13.98% (upper mid).
  • 1Y return: 3.70% (upper mid).
  • Alpha: -2.65 (upper mid).
  • Sharpe: -0.02 (lower mid).
  • Information ratio: -0.26 (upper mid).

Axis Bluechip Fund

  • Upper mid AUM (₹32,420 Cr).
  • Established history (16+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 7.85% (upper mid).
  • 3Y return: 11.56% (lower mid).
  • 1Y return: 3.54% (lower mid).
  • Alpha: -2.75 (lower mid).
  • Sharpe: 0.03 (upper mid).
  • Information ratio: -0.84 (bottom quartile).

Axis Focused 25 Fund

  • Bottom quartile AUM (₹11,382 Cr).
  • Established history (13+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 5.38% (bottom quartile).
  • 3Y return: 11.05% (bottom quartile).
  • 1Y return: 2.38% (bottom quartile).
  • Alpha: -3.90 (bottom quartile).
  • Sharpe: -0.10 (bottom quartile).
  • Information ratio: -0.76 (lower mid).
*ಆಧಾರಿತ ನಿಧಿಗಳ ಪಟ್ಟಿಆಸ್ತಿ >= 200 ಕೋಟಿ & ವಿಂಗಡಿಸಲಾಗಿದೆ3 ವರ್ಷಸಿಎಜಿಆರ್ ಹಿಂತಿರುಗಿಸುತ್ತದೆ.

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.

Research Highlights for Axis Mid Cap Fund

  • Lower mid AUM (₹30,895 Cr).
  • Established history (15+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 14.39% (top quartile).
  • 3Y return: 18.69% (top quartile).
  • 1Y return: 10.63% (top quartile).
  • Alpha: 0.00 (top quartile).
  • Sharpe: 0.14 (top quartile).
  • Information ratio: 0.00 (top quartile).

Below is the key information for Axis Mid Cap Fund

Axis Mid Cap Fund
Growth
Launch Date 18 Feb 11
NAV (17 Mar 26) ₹106.87 ↑ 1.25   (1.18 %)
Net Assets (Cr) ₹30,895 on 31 Jan 26
Category Equity - Mid Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.57
Sharpe Ratio 0.14
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
28 Feb 21₹10,000
28 Feb 22₹12,184
28 Feb 23₹12,206
29 Feb 24₹16,720
28 Feb 25₹17,650
28 Feb 26₹21,316

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 ₹436,710.
Net Profit of ₹136,710
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 17 Mar 26

DurationReturns
1 Month -5.9%
3 Month -4.5%
6 Month -7.9%
1 Year 10.6%
3 Year 18.7%
5 Year 14.4%
10 Year
15 Year
Since launch 17%
Historical performance (Yearly) on absolute basis
YearReturns
2024 1%
2023 30%
2022 29.6%
2021 -5.1%
2020 39.9%
2019 26%
2018 11.3%
2017 3.5%
2016 42%
2015 -3.1%
Fund Manager information for Axis Mid Cap Fund
NameSinceTenure
Shreyash Devalkar23 Nov 169.27 Yr.
Nitin Arora3 Aug 232.58 Yr.
Krishnaa N1 Mar 242 Yr.

Data below for Axis Mid Cap Fund as on 31 Jan 26

Equity Sector Allocation
SectorValue
Consumer Cyclical19.15%
Industrials19.08%
Financial Services18.53%
Health Care10.24%
Basic Materials7.85%
Technology5.6%
Communication Services2.86%
Real Estate2.5%
Utility1.51%
Energy1.1%
Asset Allocation
Asset ClassValue
Cash7.94%
Equity91.83%
Debt0.2%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 23 | FEDERALBNK
4%₹1,273 Cr42,439,122
↑ 2,848,417
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 22 | FORTIS
4%₹1,231 Cr13,060,764
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Jul 24 | MCX
3%₹872 Cr3,569,065
GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | GVT&D
2%₹763 Cr1,982,807
↑ 116,524
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | SCHAEFFLER
2%₹735 Cr1,686,972
↑ 80,977
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | INDHOTEL
2%₹721 Cr10,812,201
Nifty Bank Future Mar 26
- | -
2%₹630 Cr103,380
↑ 103,380
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 May 22 | PHOENIXLTD
2%₹614 Cr3,700,614
Coromandel International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | COROMANDEL
2%₹598 Cr2,692,866
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | TVSMOTOR
2%₹580 Cr1,498,641

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.

Research Highlights for Axis Long Term Equity Fund

  • Highest AUM (₹32,930 Cr).
  • Oldest track record among peers (16 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 7.69% (lower mid).
  • 3Y return: 13.98% (upper mid).
  • 1Y return: 3.70% (upper mid).
  • Alpha: -2.65 (upper mid).
  • Sharpe: -0.02 (lower mid).
  • Information ratio: -0.26 (upper mid).

Below is the key information for Axis Long Term Equity Fund

Axis Long Term Equity Fund
Growth
Launch Date 29 Dec 09
NAV (17 Mar 26) ₹89.222 ↑ 0.75   (0.85 %)
Net Assets (Cr) ₹32,930 on 31 Jan 26
Category Equity - ELSS
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.52
Sharpe Ratio -0.02
Information Ratio -0.26
Alpha Ratio -2.65
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
28 Feb 21₹10,000
28 Feb 22₹11,226
28 Feb 23₹10,220
29 Feb 24₹13,350
28 Feb 25₹13,982
28 Feb 26₹15,924

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 ₹367,070.
Net Profit of ₹67,070
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 17 Mar 26

DurationReturns
1 Month -8.1%
3 Month -7.5%
6 Month -9.3%
1 Year 3.7%
3 Year 14%
5 Year 7.7%
10 Year
15 Year
Since launch 14.5%
Historical performance (Yearly) on absolute basis
YearReturns
2024 4.4%
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%
Fund Manager information for Axis Long Term Equity Fund
NameSinceTenure
Shreyash Devalkar4 Aug 232.57 Yr.
Ashish Naik3 Aug 232.58 Yr.

Data below for Axis Long Term Equity Fund as on 31 Jan 26

Equity Sector Allocation
SectorValue
Financial Services33%
Consumer Cyclical15.41%
Industrials10.56%
Basic Materials9.36%
Health Care8.23%
Technology6.66%
Communication Services3.94%
Consumer Defensive3.47%
Energy2.82%
Utility2.63%
Real Estate0.73%
Asset Allocation
Asset ClassValue
Cash3.16%
Equity96.82%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | ICICIBANK
7%₹2,425 Cr17,583,598
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
7%₹2,169 Cr24,434,367
↓ -1,114,433
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 23 | BHARTIARTL
4%₹1,231 Cr6,550,843
Infosys Ltd (Technology)
Equity, Since 31 May 24 | INFY
3%₹1,121 Cr8,625,018
↑ 377,631
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | BAJFINANCE
3%₹1,109 Cr11,137,972
↓ -478,697
State Bank of India (Financial Services)
Equity, Since 29 Feb 24 | SBIN
3%₹992 Cr8,254,651
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 23 | LT
3%₹986 Cr2,304,465
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 24 | RELIANCE
3%₹937 Cr6,720,179
↑ 1,287,269
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M
3%₹868 Cr2,553,615
↑ 126,793
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND
2%₹746 Cr5,002,712

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.

Research Highlights for Axis Bluechip Fund

  • Upper mid AUM (₹32,420 Cr).
  • Established history (16+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 7.85% (upper mid).
  • 3Y return: 11.56% (lower mid).
  • 1Y return: 3.54% (lower mid).
  • Alpha: -2.75 (lower mid).
  • Sharpe: 0.03 (upper mid).
  • Information ratio: -0.84 (bottom quartile).

Below is the key information for Axis Bluechip Fund

Axis Bluechip Fund
Growth
Launch Date 5 Jan 10
NAV (17 Mar 26) ₹56.78 ↑ 0.45   (0.80 %)
Net Assets (Cr) ₹32,420 on 31 Jan 26
Category Equity - Large Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 0.68
Sharpe Ratio 0.03
Information Ratio -0.84
Alpha Ratio -2.75
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
28 Feb 21₹10,000
28 Feb 22₹11,469
28 Feb 23₹10,897
29 Feb 24₹13,746
28 Feb 25₹14,094
28 Feb 26₹15,841

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 ₹367,070.
Net Profit of ₹67,070
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 17 Mar 26

DurationReturns
1 Month -8.1%
3 Month -7.6%
6 Month -8.1%
1 Year 3.5%
3 Year 11.6%
5 Year 7.8%
10 Year
15 Year
Since launch 11.3%
Historical performance (Yearly) on absolute basis
YearReturns
2024 6.3%
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%
Fund Manager information for Axis Bluechip Fund
NameSinceTenure
Shreyash Devalkar23 Nov 169.27 Yr.
Jayesh Sundar4 Nov 241.32 Yr.
Krishnaa N1 Mar 242 Yr.

Data below for Axis Bluechip Fund as on 31 Jan 26

Equity Sector Allocation
SectorValue
Financial Services34.24%
Consumer Cyclical14.43%
Industrials10.66%
Technology6.71%
Health Care6.28%
Energy6.14%
Basic Materials4.9%
Communication Services4.45%
Consumer Defensive2.66%
Utility1.49%
Asset Allocation
Asset ClassValue
Cash6.1%
Equity93.65%
Debt0.23%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
9%₹2,831 Cr20,529,484
↑ 631,596
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
8%₹2,691 Cr30,309,034
↓ -360,577
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE
6%₹1,965 Cr14,094,553
↓ -1,180,616
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 21 | LT
5%₹1,700 Cr3,974,189
↓ -269,040
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL
4%₹1,430 Cr7,611,606
↓ -340,414
State Bank of India (Financial Services)
Equity, Since 31 May 21 | SBIN
4%₹1,369 Cr11,394,189
↓ -1,257,761
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY
4%₹1,310 Cr10,074,893
↓ -1,157,318
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | BAJFINANCE
4%₹1,267 Cr12,723,086
↓ -337,599
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK
4%₹1,169 Cr28,163,781
↑ 4,878,201
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M
4%₹1,158 Cr3,407,857
↑ 91,142

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.

Research Highlights for Axis Focused 25 Fund

  • Bottom quartile AUM (₹11,382 Cr).
  • Established history (13+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 5.38% (bottom quartile).
  • 3Y return: 11.05% (bottom quartile).
  • 1Y return: 2.38% (bottom quartile).
  • Alpha: -3.90 (bottom quartile).
  • Sharpe: -0.10 (bottom quartile).
  • Information ratio: -0.76 (lower mid).

Below is the key information for Axis Focused 25 Fund

Axis Focused 25 Fund
Growth
Launch Date 29 Jun 12
NAV (17 Mar 26) ₹49.43 ↑ 0.39   (0.80 %)
Net Assets (Cr) ₹11,382 on 31 Jan 26
Category Equity - Focused
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.73
Sharpe Ratio -0.1
Information Ratio -0.76
Alpha Ratio -3.9
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
28 Feb 21₹10,000
28 Feb 22₹11,338
28 Feb 23₹9,874
29 Feb 24₹12,372
28 Feb 25₹12,690
28 Feb 26₹14,063

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 ₹349,120.
Net Profit of ₹49,120
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 17 Mar 26

DurationReturns
1 Month -7.5%
3 Month -8.7%
6 Month -12.1%
1 Year 2.4%
3 Year 11.1%
5 Year 5.4%
10 Year
15 Year
Since launch 12.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024 2.5%
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%
Fund Manager information for Axis Focused 25 Fund
NameSinceTenure
Sachin Relekar1 Feb 242.08 Yr.
Krishnaa N1 Mar 242 Yr.

Data below for Axis Focused 25 Fund as on 31 Jan 26

Equity Sector Allocation
SectorValue
Financial Services30.99%
Consumer Cyclical12.82%
Health Care11.89%
Industrials10.6%
Communication Services4.37%
Basic Materials3.87%
Utility3.73%
Technology3.42%
Real Estate2.78%
Energy2.41%
Consumer Defensive1.68%
Asset Allocation
Asset ClassValue
Cash11.44%
Equity88.56%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 21 | ICICIBANK
9%₹1,043 Cr7,561,667
↓ -580,300
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
6%₹730 Cr8,225,346
↓ -498,600
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 24 | 543320
5%₹580 Cr23,556,230
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB
5%₹570 Cr889,114
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 22 | CHOLAFIN
5%₹554 Cr3,200,687
↓ -70,823
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Sep 22 | APOLLOHOSP
5%₹523 Cr668,123
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 23 | BHARTIARTL
4%₹494 Cr2,627,988
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND
4%₹437 Cr2,931,176
Torrent Power Ltd (Utilities)
Equity, Since 28 Feb 21 | TORNTPOWER
4%₹422 Cr2,692,835
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | BAJFINANCE
4%₹413 Cr4,148,137
↑ 235,600

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ಇಲ್ಲಿ ಒದಗಿಸಲಾದ ಮಾಹಿತಿಯು ನಿಖರವಾಗಿದೆ ಎಂದು ಖಚಿತಪಡಿಸಿಕೊಳ್ಳಲು ಎಲ್ಲಾ ಪ್ರಯತ್ನಗಳನ್ನು ಮಾಡಲಾಗಿದೆ. ಆದಾಗ್ಯೂ, ಡೇಟಾದ ನಿಖರತೆಯ ಬಗ್ಗೆ ಯಾವುದೇ ಗ್ಯಾರಂಟಿಗಳನ್ನು ನೀಡಲಾಗುವುದಿಲ್ಲ. ಯಾವುದೇ ಹೂಡಿಕೆ ಮಾಡುವ ಮೊದಲು ದಯವಿಟ್ಟು ಸ್ಕೀಮ್ ಮಾಹಿತಿ ದಾಖಲೆಯೊಂದಿಗೆ ಪರಿಶೀಲಿಸಿ.
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