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యాక్సిస్ మ్యూచువల్ ఫండ్ 2022 ద్వారా 4 ఉత్తమ ఈక్విటీ ఫండ్‌లు
మీరు మీ కుటుంబం కోసం సంపదను నిర్మించాలనుకుంటే లేదా మీ పిల్లల ఉన్నత విద్య కోసం ప్లాన్ చేయాలనుకుంటే, అప్పుడుఈక్విటీ ఫండ్స్ ద్వారాయాక్సిస్ మ్యూచువల్ ఫండ్ పెట్టుబడి పెట్టడానికి ఉత్తమ ఎంపిక.
ఈక్విటీ ఫండ్స్ ఒక రకంమ్యూచువల్ ఫండ్ ఇది ప్రధానంగా ఈక్విటీ మరియు సంబంధిత సాధనాలలో పెట్టుబడి పెడుతుంది. దీర్ఘకాలిక ఆర్థిక అవసరాలను తీర్చుకోవడానికి ఈ నిధులు మంచి ఎంపిక. ఈ ఫండ్‌లు దీర్ఘకాలంలో అధిక రాబడిని అందించే గొప్ప సామర్థ్యాన్ని కలిగి ఉన్నాయి, అందుకే ఈక్విటీ ఫండ్లలో కనీసం 3-5 సంవత్సరాలు పెట్టుబడి పెట్టాలని సూచించబడింది. కానీ, ఈక్విటీ ఫండ్‌లు తమ పెట్టుబడులలో అధిక రిస్క్ భరించగలిగే పెట్టుబడిదారులకు మాత్రమే సరిపోతాయి.
ఈ స్కీమ్‌లో ఇన్వెస్ట్ చేయాలనుకుంటున్న పెట్టుబడిదారులు దిగువ జాబితా చేయబడిన టాప్ 4 నుండి ఎంచుకోవచ్చుఉత్తమ ఈక్విటీ ఫండ్స్ యాక్సిస్ మ్యూచువల్ ఫండ్ ద్వారా. AUM వంటి కొన్ని ముఖ్యమైన పారామితులను చేపట్టడం ద్వారా ఈ నిధులు షార్ట్‌లిస్ట్ చేయబడ్డాయి,కాదు, గత ప్రదర్శనలు, సగటు పీర్ రిటర్న్‌లు మరియు ఇతర సమాచార నిష్పత్తులు.
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యాక్సిస్ ఈక్విటీ ఫండ్స్‌లో ఎందుకు పెట్టుబడి పెట్టాలి?
ద్వారాపెట్టుబడి పెడుతున్నారు ఈక్విటీ ఫండ్స్‌లో, ఇల్లు/కారు కొనుగోలు వంటి వారి దీర్ఘకాలిక పెట్టుబడి లక్ష్యాలను ప్లాన్ చేసుకోవచ్చు.పదవీ విరమణ ప్రణాళిక, పిల్లల కెరీర్ లేదా సంపద సృష్టి అంత సులభం.
యాక్సిస్ మ్యూచువల్ ఫండ్ పన్ను ప్రయోజనాలను ఆస్వాదించడానికి మీకు సహాయపడే పథకాన్ని అందిస్తుంది. పథకం పేరు-
యాక్సిస్ లాంగ్ టర్మ్ ఈక్విటీ ఫండ్. ఈ పథకంలో పెట్టుబడి పెట్టడం ద్వారా వారి ప్లాన్ చేసుకోవచ్చుపన్నులు కిందసెక్షన్ 80C యొక్కఆదాయ పన్ను చట్టం, 1961.యాక్సిస్ మ్యూచువల్ ఫండ్‌లోని ఫండ్ మేనేజర్‌లకు పెట్టుబడి నిర్ణయాలు తీసుకోవడంలో గొప్ప అనుభవం ఉంది. వారి అనుభవం మిమ్మల్ని మీరు ఎదగడానికి సహాయపడుతుందిరాజధాని దీర్ఘకాలికంగా.
ఉత్తమ యాక్సిస్ ఈక్విటీ మ్యూచువల్ ఫండ్స్
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 ₹110.93
↑ 0.80 ₹26,637 18.8 28.9 47.5 21.5 24.4 29.6 2.88 Axis Bluechip Fund Growth ₹59
↑ 0.04 ₹32,708 7.5 16.1 28.2 12 14.3 17.4 1.52 Axis Long Term Equity Fund Growth ₹92.3898
↑ 0.01 ₹34,896 7.8 16.9 29.8 11.2 14.7 22 1.55 Axis Focused 25 Fund Growth ₹52.4
↑ 0.02 ₹13,893 5.8 14 24.6 8 12.7 17.2 1.71 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Jul 24 Note: Ratio's shown as on 30 Apr 24 ఆస్తులు >= 200 కోట్లు & క్రమబద్ధీకరించబడింది3 సంవత్సరంCAGR తిరిగి వస్తుంది.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 (04 Jul 24) ₹110.93 ↑ 0.80 (0.73 %) Net Assets (Cr) ₹26,637 on 30 Apr 24 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 1.74 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 30 Jun 19 ₹10,000 30 Jun 20 ₹10,207 30 Jun 21 ₹16,552 30 Jun 22 ₹16,220 30 Jun 23 ₹20,332 30 Jun 24 ₹29,535 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Jul 24 Duration Returns 1 Month 7.2% 3 Month 18.8% 6 Month 28.9% 1 Year 47.5% 3 Year 21.5% 5 Year 24.4% 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 7.52 Yr. Nitin Arora 3 Aug 23 0.83 Yr. Krishnaa N 1 Mar 24 0.25 Yr. Data below for Axis Mid Cap Fund as on 30 Apr 24
Equity Sector Allocation
Sector Value Industrials 24.89% Consumer Cyclical 22.54% Financial Services 14.61% Basic Materials 9.49% Health Care 8.7% Technology 4.68% Real Estate 3.37% Utility 2.28% Communication Services 2.16% Consumer Defensive 1.28% Energy 0.96% Asset Allocation
Asset Class Value Cash 5.04% Equity 94.96% Top Securities Holdings / Portfolio
Name Holding Value Quantity Supreme Industries Ltd (Industrials)
Equity, Since 31 Dec 16 | 5099304% ₹1,024 Cr 1,939,589
↓ -24,054 Cummins India Ltd (Industrials)
Equity, Since 28 Feb 21 | 5004803% ₹960 Cr 2,702,168
↓ -98,547 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | 5002513% ₹879 Cr 1,928,788
↓ -742,344 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN3% ₹842 Cr 6,780,892 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 5008503% ₹747 Cr 13,408,268
↓ -3,638,873 Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | SCHAEFFLER3% ₹742 Cr 1,749,342 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 May 22 | 5000933% ₹730 Cr 11,347,314 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | UNOMINDA3% ₹728 Cr 8,567,489 ABB India Ltd (Industrials)
Equity, Since 31 Oct 21 | ABB2% ₹679 Cr 815,754
↑ 29,096 Sona BLW Precision Forgings Ltd (Consumer Cyclical)
Equity, Since 30 Jun 21 | 5433002% ₹650 Cr 9,985,695 2. Axis Bluechip Fund
CAGR/Annualized return of 13% 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 (04 Jul 24) ₹59 ↑ 0.04 (0.07 %) Net Assets (Cr) ₹32,708 on 31 May 24 Category Equity - Large Cap AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.6 Sharpe Ratio 1.52 Information Ratio -1.44 Alpha Ratio -1.06 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 Jun 19 ₹10,000 30 Jun 20 ₹9,573 30 Jun 21 ₹13,984 30 Jun 22 ₹13,026 30 Jun 23 ₹15,269 30 Jun 24 ₹19,479 Returns for Axis Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Jul 24 Duration Returns 1 Month 4.8% 3 Month 7.5% 6 Month 16.1% 1 Year 28.2% 3 Year 12% 5 Year 14.3% 10 Year 15 Year Since launch 13% 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 7.52 Yr. Ashish Naik 3 Aug 23 0.83 Yr. Krishnaa N 1 Mar 24 0.25 Yr. Data below for Axis Bluechip Fund as on 31 May 24
Equity Sector Allocation
Sector Value Financial Services 29.76% Consumer Cyclical 13.32% Consumer Defensive 9.37% Industrials 8.88% Energy 7.76% Technology 7.41% Communication Services 6.15% Basic Materials 4.71% Health Care 4.68% Utility 3.2% Real Estate 0.62% Asset Allocation
Asset Class Value Cash 4.14% Equity 95.86% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK8% ₹2,689 Cr 23,989,843 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK8% ₹2,525 Cr 16,484,985
↑ 1,083,550 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE7% ₹2,263 Cr 7,910,624 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 5403766% ₹1,819 Cr 4,228,771
↓ -13,056 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 5000345% ₹1,655 Cr 2,470,413
↓ -272,691 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS5% ₹1,553 Cr 4,231,859 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL5% ₹1,538 Cr 11,203,377 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 21 | LT4% ₹1,208 Cr 3,290,867
↓ -398,886 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M4% ₹1,199 Cr 4,784,570 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 Jan 23 | 5329773% ₹849 Cr 933,994 3. Axis Long Term Equity Fund
CAGR/Annualized return of 16.6% 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 (04 Jul 24) ₹92.3898 ↑ 0.01 (0.01 %) Net Assets (Cr) ₹34,896 on 31 May 24 Category Equity - ELSS AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.61 Sharpe Ratio 1.55 Information Ratio -1.11 Alpha Ratio -1.45 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 19 ₹10,000 30 Jun 20 ₹9,452 30 Jun 21 ₹14,516 30 Jun 22 ₹12,714 30 Jun 23 ₹15,499 30 Jun 24 ₹19,961 Returns for Axis Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Jul 24 Duration Returns 1 Month 6.1% 3 Month 7.8% 6 Month 16.9% 1 Year 29.8% 3 Year 11.2% 5 Year 14.7% 10 Year 15 Year Since launch 16.6% 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 0.82 Yr. Ashish Naik 3 Aug 23 0.83 Yr. Data below for Axis Long Term Equity Fund as on 31 May 24
Equity Sector Allocation
Sector Value Financial Services 24.91% Consumer Cyclical 11.97% Industrials 9.58% Consumer Defensive 9.53% Basic Materials 8.6% Health Care 8.45% Technology 8.07% Utility 6.7% Communication Services 4.45% Energy 3.29% Asset Allocation
Asset Class Value Cash 4.44% Equity 95.56% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK6% ₹2,079 Cr 13,575,526
↑ 2,558,610 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS6% ₹2,006 Cr 5,465,066 Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 13 | 5327796% ₹1,969 Cr 13,108,764
↓ -3,854,714 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 5403765% ₹1,756 Cr 4,081,025
↓ -331,584 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000345% ₹1,752 Cr 2,616,547 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 17 | DIVISLAB3% ₹1,120 Cr 2,600,108
↓ -259,584 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND3% ₹1,078 Cr 3,631,524
↓ -1,476,836 Nestle India Ltd (Consumer Defensive)
Equity, Since 31 Aug 14 | NESTLEIND3% ₹1,054 Cr 4,476,791
↓ -382,665 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Jun 20 | CHOLAFIN3% ₹1,038 Cr 8,365,068
↓ -688,725 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M3% ₹1,016 Cr 4,053,732 4. Axis Focused 25 Fund
CAGR/Annualized return of 14.8% 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 (04 Jul 24) ₹52.4 ↑ 0.02 (0.04 %) Net Assets (Cr) ₹13,893 on 30 Apr 24 Category Equity - Focused AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio 1.71 Information Ratio -1.56 Alpha Ratio -2.59 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 Jun 19 ₹10,000 30 Jun 20 ₹9,447 30 Jun 21 ₹14,400 30 Jun 22 ₹12,760 30 Jun 23 ₹14,676 30 Jun 24 ₹18,230 Returns for Axis Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Jul 24 Duration Returns 1 Month 4.2% 3 Month 5.8% 6 Month 14% 1 Year 24.6% 3 Year 8% 5 Year 12.7% 10 Year 15 Year Since launch 14.8% 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 0.33 Yr. Hitesh Das 3 Aug 23 0.83 Yr. Krishnaa N 1 Mar 24 0.25 Yr. Data below for Axis Focused 25 Fund as on 30 Apr 24
Equity Sector Allocation
Sector Value Financial Services 26.74% Basic Materials 11.23% Consumer Cyclical 10.76% Utility 7.65% Consumer Defensive 7.48% Communication Services 7.34% Technology 7.18% Health Care 5.96% Energy 4.79% Industrials 4.41% Real Estate 3.28% Asset Allocation
Asset Class Value Cash 3.17% Equity 96.83% Top Securities Holdings / Portfolio
Name Holding Value Quantity Torrent Power Ltd (Utilities)
Equity, Since 28 Feb 21 | 5327798% ₹1,021 Cr 6,799,726
↓ -133,097 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 5403767% ₹986 Cr 2,290,948
↓ -10,306 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000347% ₹965 Cr 1,440,971 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS7% ₹958 Cr 2,610,917
↓ -167,200 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 21 | ICICIBANK7% ₹933 Cr 8,323,068 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND7% ₹888 Cr 2,989,017
↓ -193,460 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE5% ₹639 Cr 2,232,716 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | 5329775% ₹614 Cr 675,534
↓ -92,484 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 23 | BHARTIARTL4% ₹539 Cr 3,924,119 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 22 | CHOLAFIN4% ₹529 Cr 4,261,035
యాక్సిస్ మ్యూచువల్ ఫండ్ ఆన్‌లైన్‌లో ఎలా పెట్టుబడి పెట్టాలి?
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