Axis Mutual Fund Focus all information
Axis Mutual Fund is a fund house whose equity fund has performed very well in the long run.
But this is the main reason why the return of this fund has been weak in recent times.
Axis Mutual Fund Focus increases investment and we mentioned in the Article that Mutual Fund for SIP was released a few days ago.
Quality stocks have done well in the recent past and that is our expectation.
The stock price will continue to rise for the next few years, which is why so many funds from this fund house do not appear on our top recommendation list.
But if you still want to invest with 5 or 10 years + investment horizon.
So this fund can still be a good option. In today's Article we will tell you about the top 3 proposed funds of Axis Mutual Fund.
We will talk about the investment strategy of this fund.
We will look at their past returns, look at their portfolio and I will also tell you about some of their important features.
So be sure to read this article at the end, but if you haven't already subscribed to this channel before we move on.
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So as we said in today's Article we are discussing.
This fund is Axis Bluechip Fund about the top 3 Axis Mutual Funds.
Axis Smallcap Fund and Axis Long Term Equity Fund Let's discuss these three funds one by one.
And first of all let's talk about Axis Bluechip Fund which comes under the Largecap Division of Equity.
Such funds are primarily invested in shares of companies that make it into the top 100 in terms of market cap.
This company is usually large and its industry leader.
The returns of these companies are less volatile than midcap and smallcap assets under the management of Axis Bluechip Fund.
As on March 31, 2022, it was Rs 35,602 crore and its expenditure ratio was 1.52%.
The net asset value per unit of the fund as on April 28 was Rs 42.69.
Let's look at the past returns of the fund. As I mentioned, Axis Bluechip Fund's revenue has been somewhat weak in recent times.
The fund has returned 11.29% in the last one year.
Which is a benchmark return of 19.48%. Return of funds for a period of 3 and 5 years.
14.30% and 14.54% on average. The fund has performed well over a period of 10 years.
With an average annual return of 15.32% which is a benchmark return of 14.48%.
Axis Bluechip Fund was born in January 2010.
And since then the fund has returned an average of 12.55%. Let's look at the fund's stock and sector allocation.
Axis Bluechip Fund has 39 stocks in its portfolio.
Infosys has the highest wattage at 9.7% followed by Bajaj Finance and ICICI Bank at 9.69% and 9.09% respectively.
The weight of the top 10 stocks in the portfolio is 83.05%.
Sector-based funds account for 37.38% of the financial overweight.
Then 19.38% and 6.24% were allocated for technology and services.
84.96% of portfolio assets have been invested in the top 3 sectors.
The valuation of the fund is still quite expensive. The book-to-book ratio of the portfolio is 5.19.
And price-to-earnings ratio of 32.99. If you want to invest in the fund.
So the minimum single investment should be 5000 rupees. Additional investment can be 100 rupees.
If you want to invest through SIP method then the minimum SIP amount should be Rs.500.
Some exit load is applicable for redemption in the fund if you sell your unit within 1 year of purchase.
So there is no exit load on the first 10% unit you sell any unit above 10%.
On top of this you have to pay 1% exit load. If you sell the unit after 1 year then no exit load will be applicable.
It was about the Axis Bluechip fund. Let's get to the second fund on our list.
This Axis Smallcap Fund Smallcap funds basically invest in the shares of those companies.
251st or below in terms of market cap, this company is new and small.
For this reason, the risk is higher among them, but the most likely to be multibagger anyway.
Assets under the management of Axis Smallcap Fund as on 31st March 2022.
9,052 crore and its expenditure ratio was 1.95%.
The net asset value per unit of the fund as on April 28 was Rs 80.6.
Let's look at the past income of the fund. This fund has been a very good outperformer in each time frame.
In the last one year the return of the fund was 35.29% which is a benchmark return of 32.22%.
The fund has given an average return of 29.92% and 19.83% between 3 and 5 years.
The Axis Smallcap Fund was launched in November 2013.
And since then the fund has generated an average annual return of 23.95%.
Let's look at the fund's stock and sector allocation. There are a total of 72 stocks in the fund's portfolio.
The top containing galaxy has a surfactancy of 4.34%. It has since invested 4.18% in Tata AlexC.
And the total allocation of the top 10 stocks in Brigade Enterprise is 4.16% to 34.96%.
Chemically the weight of the fund is more than 16.08% with investment.
This is followed by technology allocation 14.11% and construction 7.98%.
The total allocation in the top 3 sectors is 39.18% and the assessment looks a bit expensive.
The book-to-price ratio of the portfolio is 4.75 and the price-to-earnings ratio is 33.75.
A single investment of Rs 5,000 can be made in the fund. Additional investment can be Rs 100.
If you invest through SIP, the minimum SIP amount should be Rs.500.
If you redeem the unit within 1 year of purchase, there is no exit load on the first 10% of the unit.
You will have to pay 1% exit load for any unit you redeem above 1% within 1 year.
If you redeem the unit after 1 year then no exit load will be applicable. Now come to the last fund of our list.
This Axis Long Term Equity Fund is an ELSS fund ELSS fund useful for tax savings.
You can reduce your income by investing up to Rs 1.5 lakh in this fund.
For income tax calculation. But this fund has a lock-in period of up to 3 years.
That is, you will not be able to sell these funds for 3 years after purchase. There are no restrictions on investing in ELSS funds.
This fund can be invested in any department or any sector.
32,053 crore as per AUM of Axis Long Term Equity Fund as on 31st March, 2022.
And its expenditure ratio is 1.54%. The net asset value per unit of the fund as of 28 April.
Rupee was 6.1319 Let's look at the past income of the fund.
The fund has also performed well in the long run but the fund's returns have been very weak in the recent past.
The fund has given 10.15% return in the last 1 year which is a benchmark return of 20.83%.
The returns of the Fund were 14.84% and 13.51% for 3 and 5 years respectively.
The fund has performed very well over a period of 10 years.
The average return of the fund was 16.10% which is a benchmark return of 15.04%.
Axis Long Term Equity Fund was born in December 2009 and since then the average annual return of the fund has been 16.89%.
The portfolio has a total of 39 stocks holding top holdings in the portfolio.
Bajaj Finance has 10.07% followed by 8.93% invested in TCS.
And the total holding of the top 10 stocks in the 8.60% revenue supermarket is 74.22%.
The financial weight of the fund is slightly higher at 33.53%.
After that 15.39% and 12.83% were invested in services and technology respectively.
Total allocation in top 3 sectors is 81.55%.
The valuation of this fund is extremely high. The book to book ratio of the portfolio is 5.90.
And the price to earning ratio is 26.60. A single investment of Rs.500 can be made in the fund.
Additional investment can be a minimum of Rs.500, if you can invest through SIP method then you can start with SIP of Rs.500.
Because the fund has a lock-in period of 3 years, no exit load is applicable to this fund.
This was our top 3 proposed fund from Axis Mutual Fund.
If you have any comments regarding this fund or any other financial product.
So write in the comments section below or on our website zfund.in if you are starting to invest.
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