One among the top asset management firms in India, Axis Mutual Fund provides a large selection of mutual fund schemes in various categories. You will talk about a few of the best-performing Axis mutual fund plans in this post, which readers should take into account for their investment portfolio.
Why Invest in Axis Mutual Funds?
Axis Mutual Funds are a good investment option due to their proven track record of consistently delivering superior returns under experienced fund managers. The AMC has a strong research team that helps in identifying high quality stocks. Investors get diversified exposure to different market segments based on their risk appetite. Axis follows high transparency standards as well as discloses portfolio details regularly. Many schemes have low costs, ensuring higher returns. Additionally, investors can conveniently transact online through the investor portal or app. This makes Axis Mutual Funds a prudent choice for investors.
Top 5 Performing Axis Mutual Funds
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Axis Bluechip Fund
One among Axis Mutual Fund’s top large-cap mutual fund schemes, as well as the Axis Bluechip Fund was introduced in 2013. It makes large-cap stock investments with at least 80% of its assets. It has produced an annualized return of more than 18% over the last three years, as well as placing it among the best performers in the large-cap group. Additionally, its 10-year return is above 15% yearly. Jinesh Gopani, who has over 15 years of experience in the mutual fund industry, is the fund manager. Consider investing in this fund if you’re looking to create long-term wealth through a large-cap focused portfolio.
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Axis Midcap Fund
An excellent choice for investors looking to gain exposure to mid-cap stocks is the Axis Midcap Fund. Since mid-cap stocks have more room for growth than large caps, they typically perform better over the long term. Since its launch in 2013, the Axis Midcap Fund has continuously beaten both the category average as well as its benchmark index. It has produced annualized returns of more than 20% over the last three years. Sachin Jain along with Devang Shah, who together have over 15 years of fund management experience, co-manage the fund. Their aptitude for choosing stocks has contributed to the fund’s rise to the top of the mid-cap group.
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Axis Small Cap Fund
Small-cap stocks are known to offer higher returns but also come with higher risks. For investors with a higher risk appetite as well as investment horizon of at least 5 years, Axis Small Cap Fund is a good choice. It has outperformed its benchmark index by a significant margin since its launch in 2013. Over the past 3 years, it has generated over 25% annualized returns, making it one of the top small-cap funds. The fund is managed by Anupam Tiwari who adopts a bottom-up stock picking approach to identify high quality small-cap businesses.
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Axis Focused 25 Fund
For investors looking for a focused portfolio of maximum 25 stocks, Axis Focused 25 Fund is worth considering. The fund invests in a concentrated portfolio of large-cap stocks with high conviction. Over the past 3 years, it has delivered over 18% annualized returns. The fund is managed by Jinesh Gopani who follows a high-conviction approach to stock selection. His ability to identify top large-cap businesses has helped the fund consistently outperform its benchmark index.
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Axis Arbitrage Fund
For investors seeking low-risk returns, Axis Arbitrage Fund is an excellent debt fund option. It follows an arbitrage strategy that aims to generate returns by exploiting price differences between the cash as well as futures market. Over the past 3 years, it has delivered annualized returns of over 7%, outperforming other arbitrage funds. The fund maintains a low risk profile along with is managed by Dhimant Kothari who has over 15 years of experience in arbitrage strategies. It is a good debt fund choice for risk-averse investors.
Conclusion
Axis declares net asset value mutual fund daily basis. It offers some of the best performing equity as well as debt schemes managed by experienced professionals. By choosing from the above-mentioned top funds, investors can create a diversified, low-cost portfolio to meet different goals. Regular investments in these funds can help generate superior long-term returns.