Investing in mutual funds can often outperform the stock market, as evidenced by the outstanding performance of several Axis Mutual Fund schemes. Over the past three years, six equity schemes from Axis Mutual Fund have delivered annualized SIP returns ranging from 30% to 40%, offering investors significant wealth growth in a relatively short period. A simple monthly SIP of ₹10,000 in these funds has grown to over ₹6 lakhs in just 36 months, making them some of the top-performing schemes in the market.
Let’s explore these six high-performing Axis Mutual Fund schemes and how they have helped investors multiply their wealth.
1. Axis Value Fund
- SIP Return (3 years): 39.37% p.a.
- Lump Sum Return (3 years): 26.43% p.a.
Axis Value Fund stands out as a top performer, offering an impressive 39.37% annualized SIP return over the past three years. A monthly SIP of ₹10,000 in this fund would now be worth ₹6,25,572. For those who prefer lump-sum investments, a one-time investment of ₹1 lakh three years ago would have grown to ₹2,01,700, providing an absolute return of 101.70%.
2. Axis Small Cap Fund
- SIP Return (3 years): 34.78% p.a.
- Lump Sum Return (3 years): 24.75% p.a.
Axis Small Cap Fund has been another stellar performer with a 34.78% annualized return on SIPs. Investors who put ₹10,000 per month into this fund for three years now have ₹5,89,935. A one-time ₹1 lakh investment would have grown to ₹1,94,270, offering an absolute return of 94.27%.
3. Axis NIFTY Healthcare ETF
- SIP Return (3 years): 34.55% p.a.
- Lump Sum Return (3 years): 18.18% p.a.
The Axis NIFTY Healthcare ETF has delivered a strong 34.55% annualized SIP return. A ₹10,000 monthly SIP in this ETF would now be valued at ₹5,88,228. For those who invested a lump sum of ₹1 lakh, the value has grown to ₹1,65,142, providing a 65.14% absolute return.
4. Axis NIFTY India Consumption ETF
- SIP Return (3 years): 34.34% p.a.
- Lump Sum Return (3 years): 21.66% p.a.
Axis NIFTY India Consumption ETF has generated a 34.34% annualized return on SIPs over three years. A monthly SIP of ₹10,000 in this fund now totals ₹5,86,604. Lump-sum investors have also enjoyed strong returns, with a ₹1 lakh investment growing to ₹1,80,185, giving an 80.19% absolute return.
5. Axis Midcap Fund
- SIP Return (3 years): 34.35% p.a.
- Lump Sum Return (3 years): 20.44% p.a.
Axis Midcap Fund has offered a 34.35% annualized return through SIPs in the past three years. A monthly ₹10,000 SIP has grown to ₹5,86,620, while a one-time ₹1 lakh investment has increased to ₹1,74,800, providing a 74.80% absolute return.
6. Axis Growth Opportunities Fund
- SIP Return (3 years): 30.29% p.a.
- Lump Sum Return (3 years): 17.27% p.a.
Rounding off the list is the Axis Growth Opportunities Fund, which has delivered a 30.29% annualized SIP return. A ₹10,000 monthly SIP in this fund is now worth ₹5,55,913, while a ₹1 lakh lump-sum investment has grown to ₹1,61,337, providing a solid absolute return of 61.34%.
Why These Funds Stand Out
Axis Mutual Fund’s consistent outperformance, particularly in its equity schemes, has made these funds highly attractive for investors seeking long-term wealth creation. These schemes are driven by strong stock selection, robust portfolio management, and an agile approach to changing market conditions.
The SIP model, in particular, has proven to be a highly effective strategy for regular investors, allowing them to accumulate wealth even in volatile markets. Over three years, these funds have demonstrated that consistent investments, even small ones like ₹10,000 per month, can yield substantial returns.
Key Takeaways for Investors
For investors looking to grow their wealth, these Axis Mutual Fund schemes have proven to be excellent choices. Their ability to generate 30-40% annualized SIP returns makes them standout performers in the equity mutual fund space. Whether you are a new investor looking to start a SIP or an experienced investor seeking to diversify, these schemes offer a balance of growth potential and stability.
Who Should Invest?
- Risk Takers: If you are comfortable with market risks and looking for higher returns, these equity mutual fund schemes are ideal.
- Long-Term Investors: These funds are best suited for those with a long-term horizon, allowing the power of compounding to work in your favor.
Investors are advised to assess their risk tolerance and consult financial advisors before making any investment decisions.
(Disclaimer: The purpose of this article is only to provide information, not to recommend investment. Take any investment decision only after consulting your investment advisor.)
