Axis Mutual Fund Top Equity Schemes:The equity scheme of Axis Mutual Fund has also given tough competition to the stock market in terms of returns. Many schemes of the mutual fund house have proved to be multibaggers for investors in just 3 years. There are 6 equity schemes of the mutual fund house in which the annualized SIP return for 3 years has been more than 30 percent. These have been giving returns at the rate of 30 to 40 percent for 3 years. At the same time, investors have got up to 100 percent absolute return on one-time investment. We are giving information about all those 6 schemes.
Mutual Fund Star: Tata Group’s scheme made Rs 3000 SIP into Rs 3 crore, one time investment increased 37 times
Axis Value Fund
SIP return in 3 years: 39.37% p.a.
Return on lump sum investment in 3 years: 26.43% p.a.
Axis Value Fund has given investors an annualized return of around 39.37% on SIP in 3 years. In this, the value of a monthly SIP of Rs 10,000 became Rs 6,25,572 in 3 years.
Whereas on a lump sum investment, the annualized return for 3 years has been 26.43% and the one-time investment of Rs 1 lakh of the investors increased to Rs 2,01,700. That is, an absolute return of 101.70% was received in this.
SIP Losers: SIP is not a guarantee of profit, these 5 mutual funds are continuously making losses, somewhere money is lost and somewhere returns are less than FD
Axis Small Cap Fund
SIP return in 3 years: 34.78% p.a.
Return on lump sum investment in 3 years: 24.75% p.a.
Axis Smallcap Fund has given investors an annualized return of around 34.78% on SIP in 3 years. In this, the value of a monthly SIP of Rs 10,000 became Rs 5,89,935 in 3 years.
Whereas on a lump sum investment, the annualized return of 3 years in this fund has been 24.75% and the one-time investment of Rs 1 lakh of the investors in it increased to Rs 1,94,270. That is, it gave an absolute return of 94.27%.
NPS: NPS also has a facility like SIP top up, pension will increase 3 times on retirement, this is the calculation
Axis NIFTY Healthcare ETF
SIP return in 3 years: 34.55% p.a.
Return on lump sum investment in 3 years: 18.18% p.a.
Axis Nifty Healthcare ETF has given an annualized return of about 34.55 percent to investors on SIP in 3 years. In this, the value of monthly SIP of Rs 10,000 became Rs 5,88,228 in 3 years.
Whereas on a lump sum investment, the annualized return of 3 years in this fund has been 18.18% and the one-time investment of Rs 1 lakh of the investors in it increased to Rs 1,65,142. That is, it gave an absolute return of 65.14%.
SIP Return: 21 years old 3 mutual fund schemes, annualized return up to 18%, value of 10 thousand SIPs increased to 1.5 to 2 crores
Axis NIFTY India Consumption ETF
SIP return in 3 years: 34.34% p.a.
Return on lump sum investment in 3 years: 21.66% p.a.
Axis Nifty India Consumption ETF has given an annualized return of about 34.34 percent to investors on SIP in 3 years. In this, the value of monthly SIP of Rs 10,000 became Rs 5,86,604 in 3 years.
Whereas on a lump sum investment, the annualized return of 3 years in this fund has been 21.66% and the one-time investment of Rs 1 lakh of the investors in it increased to Rs 1,80,185. That is, it gave an absolute return of 80.19%.
Mutual Fund Return: 2 crores made with 1000 rupees monthly SIP, HDFC Mutual Fund scheme did this amazing job
Axis Midcap Fund
SIP return in 3 years: 34.35% p.a.
Return on lump sum investment in 3 years: 20.44% p.a.
Axis Midcap Fund has given investors an annualized return of about 34.35 percent on SIP in 3 years. In this, the value of monthly SIP of Rs 10,000 became Rs 5,86,620 in 3 years.
Whereas on a lump sum investment, the annualized return of 3 years in this fund has been 20.44% and the one-time investment of Rs 1 lakh of the investors in it has increased to Rs 1,74,800. That is, it gave an absolute return of 74.80%.
Axis Growth Opportunities Fund
SIP return in 3 years: 30.29% p.a.
Return on lump sum investment in 3 years: 17.27% p.a.
Axis Growth Opportunities Fund has given investors an annualized return of around 30.29 percent on SIP in 3 years. In this, the value of a monthly SIP of Rs 10,000 became Rs 5,55,913 in 3 years.
Whereas on a lump sum investment, the annualized return of 3 years in this fund has been 17.27% and the one-time investment of Rs 1 lakh of the investors in it increased to Rs 1,61,337. That is, it gave an absolute return of 61.34%.
(Note: There is no guarantee that the past returns in any equity fund will continue in the future. It may or may not be maintained in the future. There is risk in the market, so seek expert advice before investing.)
