Axis Mutual Fund started as a joint venture between Schroder Singapore Holdings Private Limited (SSHPL) and Axis Bank. Established in 2009, this asset management company is operational for over 10 years.
This mutual fund house offers more than 40 schemes to Indian investors. These comprise debt schemes, hybrid schemes, ETFs, and a number of equity funds.
Equity mutual fund schemes invest in shares of different companies across sectors and themes, depending on the subtype. These funds have a number of stocks in their portfolio through which they reduce the associated risk of investing in any particular company.
Among the various categories of MFs, equity mutual funds typically deliver the highest returns to investors. Depending upon their investment objectives and risk tolerance, prospective investors can choose the best Axis equity mutual funds from a wide variety of options. These include large-cap funds, large and mid-cap funds, mid-cap funds, small-cap funds, among others.
Axis equity mutual funds invest primarily in equity and equity-related instruments that can deliver considerable returns. The best Axis equity mutual funds 2023 cater to investors who seek aggressive capital appreciation over the long run by way of a diversified portfolio.
This type of mutual funds implies lower risk than other equity investments but with inherent volatility. The best Axis equity mutual fund has a risk quotient that ranges from moderate to high.
Typically, an equity mutual fund matches long-term investment objectives but calls for calculated risk-taking. Prospective investors can opt for one of the best Axis equity mutual funds if it aligns with their investment goals and risk appetite.
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| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) |
|---|---|---|---|---|---|
Axis Bluechip Fund | Equity | Very High | 6.7% | 2 | ₹30,734 |
Axis Long Term Equity Fund | Equity | Very High | 12.0% | 1 | ₹31,136 |
Axis Midcap Fund | Equity | Very High | 19.0% | 3 | ₹21,962 |
Axis Focused 25 Fund | Equity | Very High | 6.5% | 1 | ₹13,653 |
Axis Liquid Direct Fund | Debt | Low to Moderate | 7.1% | 4 | ₹26,890 |
Axis Flexi Cap Fund | Equity | Very High | 9.5% | 2 | ₹10,605 |
Axis Small Cap Fund | Equity | Very High | 28.6% | 5 | ₹16,369 |
Axis Short Term Direct Fund | Debt | Moderate | 7.0% | 4 | ₹7,799 |
Axis Nifty 100 Index Fund | Other | Moderately High | 7.5% | 2 | ₹972 |
Axis Banking & PSU Debt Fund | Debt | Moderate | 6.5% | 4 | ₹14,328 |
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Now let us jump and check about these top 10 mutual fund schemes.
Fund Performance: The Axis Bluechip Fund has given 11.29% annualized returns in the past three years and 13.64% in the last 5 years. The Axis Bluechip Fund belongs to the Equity category of Axis Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Axis Bluechip Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹30,734Cr |
| 1Y Returns | 6.7% |
Fund Performance: The Axis Long Term Equity Fund has given 11.09% annualized returns in the past three years and 13.09% in the last 5 years. The Axis Long Term Equity Fund belongs to the Equity category of Axis Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Axis Long Term Equity Fund via lump sum is ₹500 and via SIP is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹31,136Cr |
| 1Y Returns | 12.0% |
Fund Performance: The Axis Midcap Fund has given 20.54% annualized returns in the past three years and 20.34% in the last 5 years. The Axis Midcap Fund belongs to the Equity category of Axis Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Axis Midcap Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹21,962Cr |
| 1Y Returns | 19.0% |
Fund Performance: The Axis Focused 25 Fund has given 8.81% annualized returns in the past three years and 11.94% in the last 5 years. The Axis Focused 25 Fund belongs to the Equity category of Axis Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Axis Focused 25 Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹13,653Cr |
| 1Y Returns | 6.5% |
Fund Performance: The Axis Liquid Direct Fund has given 4.99% annualized returns in the past three years and 5.29% in the last 5 years. The Axis Liquid Direct Fund belongs to the Debt category of Axis Mutual Funds.
Minimum Investment Amount:
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹26,890Cr |
| 1Y Returns | 7.1% |
Fund Performance: The Axis Flexi Cap Fund has given 13.35% annualized returns in the past three years and 14.74% in the last 5 years. The Axis Flexi Cap Fund belongs to the Equity category of Axis Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Axis Flexi Cap Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹10,605Cr |
| 1Y Returns | 9.5% |
Fund Performance: The Axis Small Cap Fund has given 31.64% annualized returns in the past three years and 27.55% in the last 5 years. The Axis Small Cap Fund belongs to the Equity category of Axis Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Axis Small Cap Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹16,369Cr |
| 1Y Returns | 28.6% |
Fund Performance: The Axis Short Term Direct Fund has given 5.17% annualized returns in the past three years and 7.48% in the last 5 years. The Axis Short Term Direct Fund belongs to the Debt category of Axis Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Axis Short Term Direct Fund via lump sum is ₹5,000 and via SIP is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹7,799Cr |
| 1Y Returns | 7.0% |
Fund Performance: The Axis Nifty 100 Index Fund belongs to the Other category of Axis Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Axis Nifty 100 Index Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹972Cr |
| 1Y Returns | 7.5% |
Fund Performance: The Axis Banking & PSU Debt Fund has given 4.68% annualized returns in the past three years and 7.15% in the last 5 years. The Axis Banking & PSU Debt Fund belongs to the Debt category of Axis Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Axis Banking & PSU Debt Fund via lump sum is ₹5,000 and via SIP is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹14,328Cr |
| 1Y Returns | 6.5% |
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