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Our Equity Mutual Fund Schemes

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Our equity schemes are designed to generate returns by investing in shares of publicly listed companies

Equity mutual funds aim to generate returns by investing in stocks of publicly listed companies across market capitalizations. Equity mutual funds typically come with moderate to high risk. The performance of the companies the mutual fund invests in plays a key role in deciding the investors’ returns. Investors may decide to invest in equity funds depending on their risk profile, investment horizon, and investment goals. Equity mutual funds are generally suited for the longterm, that is, five years or more.

Our equity schemes are designed to generate returns by investing in shares of publicly listed companies

Equity mutual funds aim to generate returns by investing in stocks of publicly listed companies across market capitalizations. Equity mutual funds typically come with moderate to high risk. The performance of the companies the mutual fund invests in plays a key role in deciding the investors’ returns. Investors may decide to invest in equity funds depending on their risk profile, investment horizon, and investment goals. Equity mutual funds are generally suited for the longterm, that is, five years or more.

Axis Long Term Equity Fund Direct - Growth NAV as on 30 Jan 2023
68.48
Very High Info
Risk meter
 Since Inception 5Y 3Y 1Y

Annualised Return

10.23

Benchmark Return

11.50

10,000 investment grown to

48,350
You are investing in
Lumpsum
Invest a single, complete sum of money is one shot
SIP
An easy way of investing small amounts of money overtime
Axis Bluechip Fund Direct - Growth NAV as on 30 Jan 2023
47.31
Very High Info
Risk meter
 Since Inception 5Y 3Y 1Y

Annualised Return

12.83

Benchmark Return

12.26

10,000 investment grown to

40,304
You are investing in
Lumpsum
Invest a single, complete sum of money is one shot
SIP
An easy way of investing small amounts of money overtime
Axis Focused 25 Fund Direct - Growth NAV as on 30 Jan 2023
41.80
Very High Info
Risk meter
 Since Inception 5Y 3Y 1Y

Annualised Return

9.44

Benchmark Return

11.50

10,000 investment grown to

38,122
You are investing in
Lumpsum
Invest a single, complete sum of money is one shot
SIP
An easy way of investing small amounts of money overtime
 Achieve your financial goals
with the help of our financial planner
Axis Growth Opportunities Fund Direct - Growth NAV as on 30 Jan 2023
20.21
Very High Info
Risk meter
 Since Inception 5Y 3Y 1Y

Annualised Return

0

Benchmark Return

0

10,000 investment grown to

20,850
You are investing in
Lumpsum
Invest a single, complete sum of money is one shot
SIP
An easy way of investing small amounts of money overtime
Axis Flexi Cap Fund Direct - Growth NAV as on 30 Jan 2023
18.35
Very High Info
Risk meter
 Since Inception 5Y 3Y 1Y

Annualised Return

13.48

Benchmark Return

11.50

10,000 investment grown to

19,170
You are investing in
Lumpsum
Invest a single, complete sum of money is one shot
SIP
An easy way of investing small amounts of money overtime
Axis Mid Cap Fund Direct - Growth NAV as on 30 Jan 2023
72.72
Very High Info
Risk meter
 Since Inception 5Y 3Y 1Y

Annualised Return

15.48

Benchmark Return

11.28

10,000 investment grown to

54,931
You are investing in
Lumpsum
Invest a single, complete sum of money is one shot
SIP
An easy way of investing small amounts of money overtime
 Compare Mutual funds
Axis Small Cap Fund Direct - Growth NAV as on 30 Jan 2023
70.14
Very High Info
Risk meter
 Since Inception 5Y 3Y 1Y

Annualised Return

18.30

Benchmark Return

6.61

10,000 investment grown to

71,660
You are investing in
Lumpsum
Invest a single, complete sum of money is one shot
SIP
An easy way of investing small amounts of money overtime
Axis ESG Equity Fund Direct - Growth NAV as on 30 Jan 2023
15.11
Very High Info
Risk meter
 Since Inception 5Y 3Y 1Y

Annualised Return

0

Benchmark Return

0

10,000 investment grown to

15,390
You are investing in
Lumpsum
Invest a single, complete sum of money is one shot
SIP
An easy way of investing small amounts of money overtime
Axis Special Situations Fund Direct - Growth NAV as on 30 Jan 2023
11.72
Very High Info
Risk meter
 Since Inception 5Y 3Y 1Y

Annualised Return

0

Benchmark Return

0

10,000 investment grown to

11,990
You are investing in
Lumpsum
Invest a single, complete sum of money is one shot
SIP
An easy way of investing small amounts of money overtime
Axis Quant fund Direct - Growth NAV as on 30 Jan 2023
10.84
Very High Info
Risk meter
 Since Inception 5Y 3Y 1Y

Annualised Return

0

Benchmark Return

0

10,000 investment grown to

11,160
You are investing in
Lumpsum
Invest a single, complete sum of money is one shot
SIP
An easy way of investing small amounts of money overtime
Axis Value Fund Direct - Growth NAV as on 30 Jan 2023
10.43
Very High Info
Risk meter
 Since Inception 5Y 3Y 1Y

Annualised Return

0

Benchmark Return

0

10,000 investment grown to

10,450
You are investing in
Lumpsum
Invest a single, complete sum of money is one shot
SIP
An easy way of investing small amounts of money overtime
Axis Multicap Fund Direct - Growth NAV as on 30 Jan 2023
9.77
Very High Info
Risk meter
 Since Inception 5Y 3Y 1Y

Annualised Return

0

Benchmark Return

0

10,000 investment grown to

10,050
You are investing in
Lumpsum
Invest a single, complete sum of money is one shot
SIP
An easy way of investing small amounts of money overtime
Axis Equity ETFs FoF Direct - Growth NAV as on 30 Jan 2023
10.35
Very High Info
Risk meter
 Since Inception 5Y 3Y 1Y

Annualised Return

0

Benchmark Return

0

10,000 investment grown to

NA
You are investing in
Lumpsum
Invest a single, complete sum of money is one shot
SIP
An easy way of investing small amounts of money overtime
Achieve your financial goals with the help of our guides
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Frequently Asked Questions
What is Equity Fund?

An equity mutual fund is an open ended scheme that aims to generate capital appreciation over the long term by predominantly investing in equity and equity related instruments. These funds are ideal for investors with a  long term investment horizon. Since equity mutual funds predominantly invest in company stocks,  investors with a very high risk appetite considering investing in these market-linked schemes.

How Does an Equity Mutual Fund work?

An equity mutual fund invests a minimum of 65% of its total assets in equity and equity related instruments.  The remaining assets are allocated by the fund manager managing the portfolio based on the scheme’s nature and its investment objective. Mutual fund investors who invest in equity funds are allotted units in quantum with the sum invested and as per the scheme’s current NAV (Net Asset Value).

When to invest in equity funds?

When you have a very high risk appetite and a long term investment horizon spanning over 5 years or more, then you may consider investing in equity funds. Having a long term investment horizon might allow the equity fund to tackle market fluctuations and deliver. If you are looking for a mutual fund scheme that predominantly invest in equity, you may consider investing in equity funds.

Benefits of investing in equity funds

Equity funds invest in a diversified portfolio of securities to generate capital appreciation over the long term. Equity mutual funds have designated fund managers who actively manage the scheme’s portfolio and ensure that the equity fund is able to outperform its underlying benchmark. Fund managers along with a team of analysts and market researchers carefully study the performance of various companies and invest in stocks that have growth potential.

Is it good to invest in equity funds?

Investing in equity funds is a good option as they have the potential offer risk adjusted returns over the long term. Investing in equity funds may allow investors to create wealth however, investors may need to have a long term investment horizon spanning over five years or more so that the equity scheme is able to perform to its fullest potential. Also, investors who carry a very high risk appetite should consider investing in equity funds. Investors can target their life’s long term financial goals like retirement planning, securing their child’s financial future, buying their dream home, etc. by investing in equity funds.

Disclaimer : Past performance may or may not be sustained in future

Click here to see Returns in SEBI Format