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ಆಕ್ಸಿಸ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ 2022 ರ ಟಾಪ್ 4 ಅತ್ಯುತ್ತಮ ಇಕ್ವಿಟಿ ಫಂಡ್‌ಗಳು | ಫಿನ್ಕಾಶ್

ಫಿನ್ಕಾಶ್ »ಆಕ್ಸಿಸ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ »ಈಕ್ವಿಟಿಗಳು

ಆಕ್ಸಿಸ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ 2022 ರ 4 ಅತ್ಯುತ್ತಮ ಇಕ್ವಿಟಿ ಫಂಡ್‌ಗಳು

Updated on November 3, 2024 , 43871 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 (%)2023 (%)Sharpe Ratio
Axis Mid Cap Fund Growth ₹111.32
↑ 2.19
₹32,0162.61441.515.522.829.63.1
Axis Long Term Equity Fund Growth ₹94.985
↑ 1.54
₹39,2531.48.731.17.213.8222.47
Axis Bluechip Fund Growth ₹58.97
↑ 0.80
₹36,1090.1626.66.91317.42.41
Axis Focused 25 Fund Growth ₹54.06
↑ 0.99
₹14,4701.77.228.33.711.717.22.23
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Nov 24
Note: Ratio's shown as on 30 Sep 24
*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.

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 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% .

Below is the key information for Axis Mid Cap Fund

Axis Mid Cap Fund
Growth
Launch Date 18 Feb 11
NAV (06 Nov 24) ₹111.32 ↑ 2.19   (2.01 %)
Net Assets (Cr) ₹32,016 on 30 Sep 24
Category Equity - Mid Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.61
Sharpe Ratio 3.1
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
31 Oct 19₹10,000
31 Oct 20₹10,806
31 Oct 21₹17,643
31 Oct 22₹17,292
31 Oct 23₹19,257
31 Oct 24₹27,659

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 ₹530,691.
Net Profit of ₹230,691
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 6 Nov 24

DurationReturns
1 Month -3.5%
3 Month 2.6%
6 Month 14%
1 Year 41.5%
3 Year 15.5%
5 Year 22.8%
10 Year
15 Year
Since launch 19%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Shreyash Devalkar23 Nov 167.86 Yr.
Nitin Arora3 Aug 231.16 Yr.
Krishnaa N1 Mar 240.58 Yr.

Data below for Axis Mid Cap Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Consumer Cyclical22.61%
Industrials17.88%
Financial Services15.66%
Health Care10.83%
Basic Materials9.65%
Technology8.58%
Real Estate5.19%
Communication Services2.36%
Consumer Defensive2.17%
Utility2.14%
Energy0.73%
Asset Allocation
Asset ClassValue
Cash1.98%
Equity98.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | 500251
4%₹1,160 Cr1,531,065
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN
3%₹981 Cr6,103,666
↓ -401,085
Supreme Industries Ltd (Industrials)
Equity, Since 31 Dec 16 | 509930
3%₹860 Cr1,616,796
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 500850
3%₹851 Cr12,423,691
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT
3%₹838 Cr1,538,075
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 22 | 532843
3%₹818 Cr13,299,371
Sona BLW Precision Forgings Ltd (Consumer Cyclical)
Equity, Since 30 Jun 21 | 543300
2%₹763 Cr10,257,434
↑ 271,739
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | UNOMINDA
2%₹748 Cr6,786,223
Cummins India Ltd (Industrials)
Equity, Since 28 Feb 21 | 500480
2%₹735 Cr1,931,274
PI Industries Ltd (Basic Materials)
Equity, Since 31 Mar 19 | PIIND
2%₹696 Cr1,494,513

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.

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 CAGR/Annualized return of 16.2% since its launch.  Ranked 20 in ELSS category.  Return for 2023 was 22% , 2022 was -12% and 2021 was 24.5% .

Below is the key information for Axis Long Term Equity Fund

Axis Long Term Equity Fund
Growth
Launch Date 29 Dec 09
NAV (06 Nov 24) ₹94.985 ↑ 1.54   (1.64 %)
Net Assets (Cr) ₹39,253 on 30 Sep 24
Category Equity - ELSS
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.55
Sharpe Ratio 2.47
Information Ratio -1.22
Alpha Ratio 4.47
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,819
31 Oct 21₹15,282
31 Oct 22₹13,569
31 Oct 23₹14,336
31 Oct 24₹19,004

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 ₹426,080.
Net Profit of ₹126,080
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 6 Nov 24

DurationReturns
1 Month -3.9%
3 Month 1.4%
6 Month 8.7%
1 Year 31.1%
3 Year 7.2%
5 Year 13.8%
10 Year
15 Year
Since launch 16.2%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Shreyash Devalkar4 Aug 231.16 Yr.
Ashish Naik3 Aug 231.16 Yr.

Data below for Axis Long Term Equity Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services27%
Consumer Cyclical14.04%
Industrials9.42%
Health Care9.1%
Consumer Defensive8.15%
Technology7.84%
Basic Materials7.73%
Utility6.15%
Communication Services4.96%
Energy2%
Real Estate1.07%
Asset Allocation
Asset ClassValue
Cash2.55%
Equity97.45%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
6%₹2,381 Cr13,744,884
Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 13 | 532779
5%₹2,091 Cr11,134,845
↓ -618,533
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
4%₹1,711 Cr2,220,939
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS
4%₹1,497 Cr3,506,225
↓ -413,811
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
3%₹1,314 Cr2,577,569
↓ -187,690
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 23 | BHARTIARTL
3%₹1,299 Cr7,600,661
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | ICICIBANK
3%₹1,299 Cr10,200,435
↑ 700,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 17 | DIVISLAB
3%₹1,079 Cr1,982,524
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Jun 20 | CHOLAFIN
2%₹885 Cr5,504,078
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M
2%₹858 Cr2,770,738
↓ -223,393

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.

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 CAGR/Annualized return of 12.6% since its launch.  Ranked 58 in Large Cap category.  Return for 2023 was 17.4% , 2022 was -5.7% and 2021 was 20.6% .

Below is the key information for Axis Bluechip Fund

Axis Bluechip Fund
Growth
Launch Date 5 Jan 10
NAV (06 Nov 24) ₹58.97 ↑ 0.80   (1.38 %)
Net Assets (Cr) ₹36,109 on 30 Sep 24
Category Equity - Large Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.55
Sharpe Ratio 2.41
Information Ratio -1.6
Alpha Ratio 1.62
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
31 Oct 19₹10,000
31 Oct 20₹10,146
31 Oct 21₹14,986
31 Oct 22₹14,131
31 Oct 23₹14,455
31 Oct 24₹18,466

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 ₹426,080.
Net Profit of ₹126,080
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 6 Nov 24

DurationReturns
1 Month -4.5%
3 Month 0.1%
6 Month 6%
1 Year 26.6%
3 Year 6.9%
5 Year 13%
10 Year
15 Year
Since launch 12.6%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Shreyash Devalkar23 Nov 167.86 Yr.
Ashish Naik3 Aug 231.16 Yr.
Krishnaa N1 Mar 240.58 Yr.

Data below for Axis Bluechip Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services28.92%
Consumer Cyclical16.16%
Consumer Defensive9.4%
Technology9.24%
Communication Services6.93%
Industrials6.4%
Health Care5.55%
Energy4.66%
Basic Materials4.34%
Utility2.55%
Real Estate0.48%
Asset Allocation
Asset ClassValue
Cash5.39%
Equity94.61%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
9%₹3,184 Cr18,383,068
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
8%₹2,761 Cr21,689,560
↓ -577,615
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 500034
5%₹1,903 Cr2,470,413
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL
5%₹1,880 Cr10,999,820
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY
5%₹1,784 Cr9,510,591
↑ 413,523
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE
5%₹1,649 Cr5,584,935
↓ -1,023,533
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
5%₹1,646 Cr3,229,389
↓ -223,927
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
4%₹1,316 Cr3,082,317
↓ -844,871
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 Jan 23 | 532977
3%₹1,167 Cr945,359
↑ 60,728
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 23 | INDIGO
3%₹1,086 Cr2,269,255
↑ 266,391

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.

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 CAGR/Annualized return of 14.5% since its launch.  Ranked 7 in Focused category.  Return for 2023 was 17.2% , 2022 was -14.5% and 2021 was 24% .

Below is the key information for Axis Focused 25 Fund

Axis Focused 25 Fund
Growth
Launch Date 29 Jun 12
NAV (06 Nov 24) ₹54.06 ↑ 0.99   (1.87 %)
Net Assets (Cr) ₹14,470 on 30 Sep 24
Category Equity - Focused
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.69
Sharpe Ratio 2.23
Information Ratio -1.68
Alpha Ratio 2.85
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
31 Oct 19₹10,000
31 Oct 20₹9,970
31 Oct 21₹15,535
31 Oct 22₹13,418
31 Oct 23₹13,467
31 Oct 24₹17,525

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 ₹405,518.
Net Profit of ₹105,518
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 6 Nov 24

DurationReturns
1 Month -4.6%
3 Month 1.7%
6 Month 7.2%
1 Year 28.3%
3 Year 3.7%
5 Year 11.7%
10 Year
15 Year
Since launch 14.5%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Sachin Relekar1 Feb 240.66 Yr.
Hitesh Das3 Aug 231.16 Yr.
Krishnaa N1 Mar 240.58 Yr.

Data below for Axis Focused 25 Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services28.27%
Consumer Cyclical16.3%
Basic Materials9.88%
Communication Services8.07%
Industrials7.56%
Utility7.28%
Health Care6.59%
Technology5.93%
Consumer Defensive4.02%
Real Estate2.87%
Asset Allocation
Asset ClassValue
Cash3.23%
Equity96.77%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 21 | ICICIBANK
7%₹1,060 Cr8,323,068
Torrent Power Ltd (Utilities)
Equity, Since 28 Feb 21 | 532779
7%₹1,053 Cr5,607,951
↓ -228,993
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
6%₹902 Cr1,170,734
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
6%₹858 Cr2,008,953
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND
6%₹813 Cr2,419,214
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 23 | BHARTIARTL
5%₹754 Cr4,410,019
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
5%₹743 Cr4,291,492
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 22 | CHOLAFIN
5%₹685 Cr4,261,035
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | 532977
4%₹645 Cr522,374
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
4%₹582 Cr1,142,064
↓ -26,845

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