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Ramesh Kumar

Marketing Manager | Posted on | news-current-topics


Risk & Reward Evaluation of Top 5 Axis Mutual Fund Schemes

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Axis Mutual Fund is the investment and asset management wing of Axis Bank. It is the third-largest bank in India. The first scheme of Axis Mutual Fund was launched in October 2009. The fund house has strong fundamental beliefs namely wealth creation, customer view, and long-term relationship with the client.

Axis mutual fund is the seventh largest fund house if we consider the asset size of the mutual fund. Axis Bluechip Fund Direct Plan and Axis Long-Term Equity Fund Direct Plan are two of the most popular schemes that Axis Mutual Fund offers to its customers.

Risk & Reward Evaluation of Top 5 Axis Mutual Fund Schemes

Let us take a closer look at the top 5 mutual fund schemes available and their risks and rewards.

Top 5 Axis Mutual Fund Schemes

Here is a list of the top five Axis Mutual Fund schemes that are performing well in the market.

  1. Axis Bluechip Fund Direct Plan

The minimum investment in the fund is Rs. 500 for a lumpsum amount and Rs. 100 for a systematic investment plan. The annualized return of the fund is approximately 10.43% for the last 3 years and 12.93% for the last five years. This fund falls under the category of equity in mutual funds.

The rolling return for a period of one-year holding is poor for the fund. The volatility outperformance metric for this fund is also poor. If we consider the upside participation metric evaluation, the performance of this fund is not up to the mark.

The fund is suitable for investors with a long-term investment objective.

  1. Axis Long-Term Equity fund Direct Plan

The assets under management for this fund are Rs. 30,472 crore. The minimum investment required for this fund is Rs. 500 for both lump sum and systematic investment plan options. The annual return for the past 3 years for this fund is 7.77%. The annualized return for the past 5 years is 10.29%. The fund belongs to the equity category of investments in the Axis Mutual Fund.

The fund is not very risky but the downside protection measure for the fund is poor. There is no assurance that the investment objective of the scheme will be fulfilled.

The fund is a good choice for investors who are looking to invest money for a long-term period of say 10-15 years.

  1. Axis Midcap Direct Plan-Growth

This is again an equity category of the Axis mutual fund. The Axis mid-cap fund has given an annualized return of 17.83% over the period of the last three years. A return of 16.98% is earned in the last five years. The minimum investment amount for a lump sum is Rs 500 and for a systematic investment plan is Rs. 100 for this fund. The assets under management for this fund are Rs. 16,274 crores.

The performance of a fund on the basis of upside participation is very poor. The fund is suitable for investors investing for a duration of 10-15 years.

  1. Axis Focused 25 Direct Plan-Growth

An equity category of a mutual fund, this fund has provided a three-year annualized return of 6.77% and a five-year annualized return of 9.69%. The minimum amount of investment required for this fund is Rs. 500 in lumpsum and Rs. 100 in a systematic investment plan.

The downside protection in this fund is poor and it is suitable for long-term investment.

  1. Axis Small Cap Fund Direct-Growth

The assets under management for this fund are Rs. 11,390 crores. The annualized return for a period of three years is 23. 84% and 19.86% for the last five years. The category of this mutual fund is equity. The minimum amount to be invested is Rs. 500 in lumpsum and Rs. 100 in a systematic investment plan.

The risk associated with this fund is very high. The downside protection metric is low and the upside market participation is also not satisfactory.

Conclusion

Axis mutual funds have a large number of funds that can be chosen. The funds are large-cap, mid-cap, and small-cap funds. Axis Long-Term Equity fund Direct Plan and Axis Bluechip Fund Direct Plan are the popular funds that are chosen by investors. You should choose a fund that satisfies your investment goal and objectives.

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