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ஆக்சிஸ் மியூச்சுவல் ஃபண்ட் 2022 வழங்கும் 4 சிறந்த ஈக்விட்டி ஃபண்டுகள்
உங்கள் குடும்பத்திற்கு செல்வத்தை கட்டியெழுப்ப விரும்பினால் அல்லது உங்கள் பிள்ளையின் உயர்கல்விக்கு திட்டமிடுங்கள்ஈக்விட்டி நிதிகள் மூலம்ஆக்சிஸ் மியூச்சுவல் ஃபண்ட் முதலீடு செய்ய சிறந்த வழி.
ஈக்விட்டி ஃபண்டுகள் ஒரு வகைபரஸ்பர நிதி இது முக்கியமாக பங்கு மற்றும் தொடர்புடைய கருவிகளில் முதலீடு செய்கிறது. இந்த நிதிகள் நீண்ட கால நிதி தேவைகளை பூர்த்தி செய்ய ஒரு நல்ல வழி. இந்த நிதிகள் நீண்ட காலத்திற்கு அதிக வருமானத்தை வழங்குவதற்கான சிறந்த ஆற்றலைக் கொண்டுள்ளன, அதனால்தான் ஈக்விட்டி ஃபண்டுகளில் குறைந்தது 3-5 ஆண்டுகளுக்கு முதலீடு செய்ய பரிந்துரைக்கப்படுகிறது. ஆனால், ஈக்விட்டி ஃபண்டுகள் தங்கள் முதலீடுகளில் அதிக ரிஸ்க் தாங்கக்கூடிய முதலீட்டாளர்களுக்கு மட்டுமே பொருத்தமானவை.
இந்தத் திட்டத்தில் முதலீடு செய்யத் திட்டமிடும் முதலீட்டாளர்கள் கீழே பட்டியலிடப்பட்டுள்ள டாப் 4ல் இருந்து தேர்வு செய்யலாம்சிறந்த பங்கு நிதிகள் ஆக்சிஸ் மியூச்சுவல் ஃபண்ட் மூலம். AUM போன்ற சில முக்கியமான அளவுருக்களை மேற்கொள்வதன் மூலம் இந்த நிதிகள் பட்டியலிடப்பட்டுள்ளன,இல்லை, கடந்தகால நிகழ்ச்சிகள், சராசரி சக வருமானம் மற்றும் பிற தகவல் விகிதங்கள்.
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ஆக்சிஸ் ஈக்விட்டி ஃபண்டுகளில் ஏன் முதலீடு செய்ய வேண்டும்?
மூலம்முதலீடு ஈக்விட்டி ஃபண்டுகளில், ஒருவர் வீடு/கார் வாங்குவது போன்ற நீண்ட கால முதலீட்டு இலக்குகளைத் திட்டமிடலாம்.ஓய்வூதிய திட்டமிடல், குழந்தையின் தொழில் அல்லது செல்வத்தை உருவாக்குவது போல் எளிமையானது.
ஆக்சிஸ் மியூச்சுவல் ஃபண்ட் வரிச் சலுகைகளை அனுபவிக்க உதவும் ஒரு திட்டத்தை வழங்குகிறது. திட்டத்தின் பெயர்-
ஆக்சிஸ் லாங் டெர்ம் ஈக்விட்டி ஃபண்ட். இந்தத் திட்டத்தில் முதலீடு செய்வதன் மூலம் ஒருவர் அவற்றைத் திட்டமிடலாம்வரிகள் கீழ்பிரிவு 80C இன்வருமான வரி சட்டம், 1961.ஆக்சிஸ் மியூச்சுவல் ஃபண்டில் உள்ள ஃபண்ட் மேனேஜர்கள் முதலீட்டு முடிவுகளை எடுப்பதில் சிறந்த அனுபவத்தைக் கொண்டுள்ளனர். அவர்களின் அனுபவம் உங்கள் வளர்ச்சிக்கு உதவும்மூலதனம் நீண்ட காலத்திற்கு மேல்.
சிறந்த ஆக்சிஸ் ஈக்விட்டி மியூச்சுவல் ஃபண்டுகள்
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 ₹111.32
↑ 2.19 ₹32,016 5.3 15.8 43.1 16.2 23.4 29.6 3.1 Axis Long Term Equity Fund Growth ₹94.985
↑ 1.54 ₹39,253 3.7 10.6 32 7.7 14.1 22 2.47 Axis Bluechip Fund Growth ₹58.97
↑ 0.80 ₹36,109 1.8 7.6 27.2 7.4 13.3 17.4 2.41 Axis Focused 25 Fund Growth ₹54.06
↑ 0.99 ₹14,470 4.2 9.5 29.4 4.3 12.1 17.2 2.23 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 சொத்துக்கள் >= 200 கோடி & வரிசைப்படுத்தப்பட்டது3 வருடம்சிஏஜிஆர் திரும்புகிறது.1. Axis Mid Cap Fund
CAGR/Annualized return of 19.2% 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 (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.
Date Value 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 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Nov 24 Duration Returns 1 Month -1.5% 3 Month 5.3% 6 Month 15.8% 1 Year 43.1% 3 Year 16.2% 5 Year 23.4% 10 Year 15 Year Since launch 19.2% 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 7.86 Yr. Nitin Arora 3 Aug 23 1.16 Yr. Krishnaa N 1 Mar 24 0.58 Yr. Data below for Axis Mid Cap Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Consumer Cyclical 22.61% Industrials 17.88% Financial Services 15.66% Health Care 10.83% Basic Materials 9.65% Technology 8.58% Real Estate 5.19% Communication Services 2.36% Consumer Defensive 2.17% Utility 2.14% Energy 0.73% Asset Allocation
Asset Class Value Cash 1.98% Equity 98.02% Top Securities Holdings / Portfolio
Name Holding Value Quantity Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | 5002514% ₹1,160 Cr 1,531,065 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN3% ₹981 Cr 6,103,666
↓ -401,085 Supreme Industries Ltd (Industrials)
Equity, Since 31 Dec 16 | 5099303% ₹860 Cr 1,616,796 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 5008503% ₹851 Cr 12,423,691 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT3% ₹838 Cr 1,538,075 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 22 | 5328433% ₹818 Cr 13,299,371 Sona BLW Precision Forgings Ltd (Consumer Cyclical)
Equity, Since 30 Jun 21 | 5433002% ₹763 Cr 10,257,434
↑ 271,739 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | UNOMINDA2% ₹748 Cr 6,786,223 Cummins India Ltd (Industrials)
Equity, Since 28 Feb 21 | 5004802% ₹735 Cr 1,931,274 PI Industries Ltd (Basic Materials)
Equity, Since 31 Mar 19 | PIIND2% ₹696 Cr 1,494,513 2. Axis Long Term Equity Fund
CAGR/Annualized return of 16.4% 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 (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.
Date Value 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 Returns for Axis Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Nov 24 Duration Returns 1 Month -2.3% 3 Month 3.7% 6 Month 10.6% 1 Year 32% 3 Year 7.7% 5 Year 14.1% 10 Year 15 Year Since launch 16.4% 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 1.16 Yr. Ashish Naik 3 Aug 23 1.16 Yr. Data below for Axis Long Term Equity Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Financial Services 27% Consumer Cyclical 14.04% Industrials 9.42% Health Care 9.1% Consumer Defensive 8.15% Technology 7.84% Basic Materials 7.73% Utility 6.15% Communication Services 4.96% Energy 2% Real Estate 1.07% Asset Allocation
Asset Class Value Cash 2.55% Equity 97.45% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK6% ₹2,381 Cr 13,744,884 Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 13 | 5327795% ₹2,091 Cr 11,134,845
↓ -618,533 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000344% ₹1,711 Cr 2,220,939 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS4% ₹1,497 Cr 3,506,225
↓ -413,811 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 5403763% ₹1,314 Cr 2,577,569
↓ -187,690 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 23 | BHARTIARTL3% ₹1,299 Cr 7,600,661 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | ICICIBANK3% ₹1,299 Cr 10,200,435
↑ 700,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 17 | DIVISLAB3% ₹1,079 Cr 1,982,524 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Jun 20 | CHOLAFIN2% ₹885 Cr 5,504,078 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M2% ₹858 Cr 2,770,738
↓ -223,393 3. Axis Bluechip Fund
CAGR/Annualized return of 12.7% 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 (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.
Date Value 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 Returns for Axis Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Nov 24 Duration Returns 1 Month -3.2% 3 Month 1.8% 6 Month 7.6% 1 Year 27.2% 3 Year 7.4% 5 Year 13.3% 10 Year 15 Year Since launch 12.7% 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 7.86 Yr. Ashish Naik 3 Aug 23 1.16 Yr. Krishnaa N 1 Mar 24 0.58 Yr. Data below for Axis Bluechip Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Financial Services 28.92% Consumer Cyclical 16.16% Consumer Defensive 9.4% Technology 9.24% Communication Services 6.93% Industrials 6.4% Health Care 5.55% Energy 4.66% Basic Materials 4.34% Utility 2.55% Real Estate 0.48% Asset Allocation
Asset Class Value Cash 5.39% Equity 94.61% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK9% ₹3,184 Cr 18,383,068 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK8% ₹2,761 Cr 21,689,560
↓ -577,615 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 5000345% ₹1,903 Cr 2,470,413 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL5% ₹1,880 Cr 10,999,820 Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY5% ₹1,784 Cr 9,510,591
↑ 413,523 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE5% ₹1,649 Cr 5,584,935
↓ -1,023,533 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 5403765% ₹1,646 Cr 3,229,389
↓ -223,927 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS4% ₹1,316 Cr 3,082,317
↓ -844,871 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 Jan 23 | 5329773% ₹1,167 Cr 945,359
↑ 60,728 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 23 | INDIGO3% ₹1,086 Cr 2,269,255
↑ 266,391 4. Axis Focused 25 Fund
CAGR/Annualized return of 14.6% 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 (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.
Date Value 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 Returns for Axis Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Nov 24 Duration Returns 1 Month -2.8% 3 Month 4.2% 6 Month 9.5% 1 Year 29.4% 3 Year 4.3% 5 Year 12.1% 10 Year 15 Year Since launch 14.6% 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 0.66 Yr. Hitesh Das 3 Aug 23 1.16 Yr. Krishnaa N 1 Mar 24 0.58 Yr. Data below for Axis Focused 25 Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Financial Services 28.27% Consumer Cyclical 16.3% Basic Materials 9.88% Communication Services 8.07% Industrials 7.56% Utility 7.28% Health Care 6.59% Technology 5.93% Consumer Defensive 4.02% Real Estate 2.87% Asset Allocation
Asset Class Value Cash 3.23% Equity 96.77% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 21 | ICICIBANK7% ₹1,060 Cr 8,323,068 Torrent Power Ltd (Utilities)
Equity, Since 28 Feb 21 | 5327797% ₹1,053 Cr 5,607,951
↓ -228,993 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000346% ₹902 Cr 1,170,734 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS6% ₹858 Cr 2,008,953 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND6% ₹813 Cr 2,419,214 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 23 | BHARTIARTL5% ₹754 Cr 4,410,019 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK5% ₹743 Cr 4,291,492 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 22 | CHOLAFIN5% ₹685 Cr 4,261,035 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | 5329774% ₹645 Cr 522,374 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 5403764% ₹582 Cr 1,142,064
↓ -26,845
ஆக்சிஸ் மியூச்சுவல் ஃபண்டில் ஆன்லைனில் எப்படி முதலீடு செய்வது?
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