Scheme Performance

Save for your future plans, or simply build wealth for you and your family

If you happen to be reading this when your retirement or your child’s post graduate education are still quite a few years away, then you are quite fortunate because 'time' is the biggest investment you can make towards your child's and family's future.

Why you might ask? Well, from a money perspective, it gives you the opportunity to remain invested for a long period of time. Let us understand:

A look at the history of equity markets tells us that equities tend to favour those who remain invested for longer. This happens because the market movements can be noisy and random in the short term, but tend to be more stable over a longer term linked to corporate performance. Investors who get distracted by the short term noise, can therefore suffer from these random movements while those investors that are disciplined and can remain focused on the long term will be able to participate in the long term prospects. And the long term prospects for stocks in a high growth country like India tend to be favourable as the growth percolates to the listed companies who are able to take advantage and grow their profits.

Therefore if you can invest in equity markets early, the probability of you building wealth for your family or providing for your child's university education is that much higher.

How can you start building wealth or saving for your child's future?

Discipline and focus on risk are key when you are investing for the long term. Diversified equity funds like the Axis Equity Fund could be your answer. Axis Equity Fund allows you to capitalize on the growth potential of equity markets by investing in a diversified mix of fundamentally strong companies. Just remember to stay invested for as long as you can (at least for 3-5 years).

Any equity investment in order to be successful over the long term needs to take into account not just return prospects but also potential risks. Axis Equity fund has been designed to actively manage the risk of the portfolio while trying to achieve its return objectives. Thus we are looking for not just return but rather risk adjusted return. We look at a number of different types of risks of investing including quality risk, liquidity risk and price risk. This approach has allowed Axis Equity Fund to deliver a consistent performance since its inception.

Key Features of Equity Fund

  • A diversified equity fund with a large cap bias
  • Pure bottom-up stock picking focusing on fundamentals
  • Risk management embedded in the investment process
  • Suitable for an investment horizon of at least 3-5 years or more

This Product is suitable for Investors who are seeking

  • capital appreciation over long term.
  • investment in a diversified portfolio predominantly consisting of equity and equity related instruments.

Investors should consult their financial advisers if in doubt about whether the product is suitable for them


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NAV as on 19-03-2018
NAV as on 19-03-2018