Should We Sell Axis Mutual Funds? Axis Mutual Fund detail review 2023
HTML-код
- Опубликовано: 8 сен 2024
- #axismutualfund #mutualfunds #mutualfundsahihai
Axis Mutual Funds is a leading mutual fund house in India. It was established in 2009 and is a part of the Axis Bank Group. The company offers a wide range of mutual funds, from equity funds to debt funds to hybrid funds, catering to a variety of investors. Axis Mutual Funds invests in a variety of asset classes and sectors, providing investors with an opportunity to diversify their portfolio. The company has an extensive network of distributors, helping investors access its mutual funds. It also offers a range of online services to make investing in mutual funds more convenient and accessible.
Complete Fundamental Stock Analysis Tool - Stock-o-meter:
investyadnya.i...
Research Based Ready-made Model Portfolios:
investyadnya.i...
Comprehensive Mutual Fund Reviews:
investyadnya.i...
Yadnya Books and eBooks now available:
On Amazon - amzn.to/2XKtlks
On our website - investyadnya.i...
Find us on Social Media and stay connected:
Blog - blog.investyad...
Telegram - t.me/InvestYadnya
Facebook Page - / investyadnya
Facebook Group - goo.gl/y57Qcr
Twitter - / investyadnya
LinkedIn - / investyadnya
#InvestYadnya #YIA
LEGAL DISCLAIMER:
Use of this information is at the user's own risk. The Company and its directors, associates and employees will not be liable for any loss or liability incurred to the user due to investments made or decisions taken based on the information provided herein. The investment discussed or views expressed herein may not be suitable for all investors. The users should rely on their own research and analysis and should consult their investment advisors to determine the merit, risks and suitability of recommendation. Past performance is not a guarantee for future performance or future results. Information herein is believed to be reliable, although its accuracy and completeness cannot be guaranteed. The images used may be copyright of the company or third party. As a condition to using the services, the user agrees to the terms of use of the website and the services.
DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014:
Yadnya Academy Pvt. Ltd. (InvestYadnya) is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000008349.
Disclosure with regard to ownership and material conflicts of interest
1. Neither Research Analyst nor the entity nor his associates or relatives have any financial interest in the subject Company;
2. Neither Research Analyst nor the entity nor its associates or relatives have actual / beneficial ownership of one per cent or more securities of the subject Company, at the end of the month immediately preceding the date of publication of the research report or date of public appearance;
3. Neither Research Analyst nor the entity nor its associates or his relatives have any other material conflict of interest at the time of publication of the research report or at the time of public appearance.
Disclosure with regard to receipt of Compensation
1. The Research Entity and its associates have not received compensation from the subject company in the past twelve months.
2. The subject company is not or was not a client during the twelve months preceding the date of recommendation.
I axis elss mf adding more unit for long term...it is golden opportunity to buying bluechip stock in discounted price like dmart,hdfc, Bajaj finance, naukri, Nestle,kotak mahindra bank,tcs, pidilite,divis lab ...last 2years this stocks are not performed well but it will perform in future...
Add tata elxisir
Fund Manger is Very Casual
@@livelife3970 high aum funds can't churn too much
@@acclimatized8838 False.
The analysis is very misleading. No mention of fund performance in terms of returns, no focus on turnover/ churn number, top holdings/ sectors of the fund etc.
AUM is not the main parameter to decide whether one should continue the SIP, sell/ hold existing units etc.
It's not about funds not doing well but stocks that are present in it. Axis is focussing on growth and the year 2022 was already hit by recession. The correlation of slowdown in growth stocks with recession is known. Nothing to worry about. Intelligent and Patient investors can remain invested.
What about the redemption by those who fear more downfall ? Will it not effect the returns of those who stay invested ?
One thing I came to know after watching a lot of RUclips videos and actually investing that we (retail investors) are at the end of the chain always. Once all the gains are garnered by top levels info is distributed to us so they can dump it on us. We are left with nothing but to wait and watch with our funds stuck. It's really not good to watch all this RUclips and internet stuff for investment. The game is over by the time we come to know about its existence. Just try investing in Quant now(coz retailers are made aware of it) and see it fall next year. It's a sad reality of retail investors and common man who actually is running this country silently.
Yes. You said it very well and correctly. As my experience too the real strategies to earn is not on RUclips and underlying anywhere else and we need to mine it
That’s why, advisor is needed 👍
I hv been investor in Axis MFs since 2011, it did great then, but for the last 5 years it is badly underperformed peers and indices.
The comparison chart should be return based here not AUM, then u see the underperformance for many years.
Part reason that its CIO left and started his own PMS/smallcase. And they are not at all agile in taking calls, mostly extreme overvalued co.s in Portfolio.
Abhi exit krdein
I have already sold all my Axis Mutual Funds. I gave them 2 years but they did not change their investment strategy, still holding all high PE, loss making stocks. Cant wait with the expectation when they are going perform, we dont know.
For such doubts you can analyse their portfolio. If you believe their underlying thought process is valid you stick with it. Otherwise find funds which suits your style. Its what I’ve learnt.
I am with you on this. totally makes sense
😂😂😂
Most awaited video, and very informative, this is what I was anticipating thank you for sharing your thoughts.
RESPECTED SIR, AXIS GROWTH OPPORTUNITIES FUND AND AXIS BLUECHIP FUND KAISE FUND HAI LONG TERM KAI LIYE
PLEASE SIR, SUGGESTIONS
One should study portfolio of any fund before commenting. I really appreciate Prashant Jain of hdfc mf (left) for his visionary decisions. I m sure axis mf may do better in near future.
The video misses a significant point that Axis MF follows growth investing strategy and in 2022 like market it was very difficult to generate good returns or beat benchmarks with exposure to growth stocks.
Shouldn't we compare the AUM growth of similar size funds since we were taking above average growth as benchmark ? For eg. A small fund (less AUM) might double the AUM next year with 200% growth but similar is not possible for large fund (more AUM) mainly due to its size. For large fund, even 30% growth in AUM might be good and for small fund, even 70% might also not be good.
Nice
Inka bhi theek hai jab khareedna chahiye tab bolte hain bech do, aur jab bechana chahiye tab bolte hai khareedo 😎
While I agree with you to quite an extent, you didn't mention what caused Axis MF to underperform terribly. Can you share in comments please?
Its basically the aum size..few years back sbi blue chip used to be a top performing fund...now it is not..also depends on the strategy..i believe ax mf is targetting towards growth business and for growth related stocks 2022 and even 2023 will be bad.
See their top holdings. High growth stocks like BAJFIN & DMART disappointed.
Surprising!
If we can ignore Performance, What shall be driving cheat mentality? i. e. Front Runner Case; Every fund house charging impressive amounts, yet there's cheating..
thanks for a view
Nippon tax saver didn't perform for straight 3 years then suddenly shooted out due to high allocation of psu units
You all yadna team doing very well job to serve all indian by educating them about equity
On point video, I partially exited from Axis bluechip fund as performance has deterioted due to Corporate governance isses and growth style of investing.
Stick to the same fund and keep your horizon longer it will give you decent returns..
@@surendrachaturvedi9990 Bhai corporate goverance issues hai. Fund house has a style of growth investing. With Rising interest rates which will stay for a while, Axis bluechip fund will never beat Index for next few years. Rest of all, I am my own fund manager. Did what was best for me.
We got your point..but you yourself said ki " ki mushkil h aapke liye bhi bolna ki kaun achcha karega"
Jab nhi pata h then why not stick to index ?
You should talk about methodology in selection of stocks in axis mf.
High growth. That's the main factor for axis
Axis 25focused G
2000की Sip हैं, 6000के नुकसान में हैं लेकिन उसकी टॉप 10 होल्डिंग देख कर संतुष्टि रहती हैं लगता हैं कभी अच्छा रिटर्न मिल सकता है
This is good effort sir, thanks for such info.
Thanks Gaurav !!!!! It is an excellent video.
God Bless You.
I have investing axis focused 25 Fund from past 5 years. From a Last it has performing very badly.. Return reduced by 50%
Super balanced and quite insightful analysis. Simply superb.
Earn well..save well..invest in index for long term goals..bye..bye
Bilkul galat advice.
Agar fund ka core investment theme pata chal jayein toh definitely hum sahi se mf ko choose kar sakte hai based on trends.
Inki advice bahut basic level ke investors ke liye hai.
Agree. Axis Fund house has lost its way, and we should not be paying them for such abysmal performance. We need to exit from the poor performers right away.
The worst performer among all funds of AMC is Axis Long Term ELSS fund.
Axis will definitely make a comeback when market will favour its strategy of stock selection called Growth. These days Value/Contra strategy is in fashion. Remember, in 2020 when Covid happened nobody knew for how long this will stay and only seasonal investors invested who have seen seasonal cycles of ups and downs. My take: Invest most in Axis. In next 5 years it will give 20+percent returns
Lot of confusion was there now i got clarity after watching the video
सर, आपका बहोत बहोत शुक्रिया🙏
Sir,
What's your opinion on this for an index investing option
Nifty 50 vs NV 20
Nifty next 50 vs N200 momentum 30
Nifty midcap ve midacp quality 30
Small cap vs midcap momentum 30(optional).
Aum or alpha?? Aum is marketing + return and network... Alpha or return is performance.. I hoped you will take the best performance rather than ambiguous metrics
Index fund is best for allocation of about 70%. Rest in stable small cap and midcaps.
India is a developing nation, so growth is expected here, active fund houses will beat the index for sure. Index funds are good for developed nations.! Stick with the active fund for the next few decades. They can generate returns more than our expectations.!
@@girishdubey1405 Check data first. 86% of Active largecap funds were not able to beat index in last 5 years and this about 90% were not able to beat Index in 10 year time frame. Indian markets are maturing faster, hence only Index funds will be left. Your point doesn't make any sense at all.
@@bharatkumar-be9ki index funds are better than large caps fund. Due to low expense ratio. Also returns are same.. but investment in mid caps and small caps are good for the long term..
Problem with axis funds is that they are over invested in several stocks which have done poorly for some time .specifically Avenue supermart and Bajaj finance . And all their funds are loaded with these stocks . Axis blue axis flexicap and LTE are all similar . I simply do not understand why they do not rotate their portfolio .Fund managers obviously do not give a damn
Surprise......He has no issue of governance with Axis MF. PPFAS is also -5% ,but investors have trust , and on governance Axis Mf can not compare with PPFAS.
Sir, please make a video on HDFC mutual funds. Suddenly they are performing well.
Axis Small Cap sitting in almost 18% cash for a long time.
Yes. Not cash 19% in TREPS, interest will be generated for this. May b they are expecting market crash or small crash in 2023 to invest this money in lows. Have to wait and track
@@rajasekharv8788 well said..
Choose nifty 50 and nifty next 50 funds. Invest at least 70% in them rest you can put in active funds if you wish to beat the market. This will at least spare you from such type of rigmarole.
Mirae seems to be the most consistent!
सर जी मेरा Axis Focused 25 main 2000 का S I P है ,इसे Axis K किस फंड स्वीच करना चाहिए जिससे 15 से 20% Long term Return mil jaay
All the funds of Axis fund house.....not performing simultaneously.. All funds failed at a time .
Sir please discuss about sbi small cap mutual fund performance. What should investor should do who are investing from 1 year
It's doing good enough
Inconclusive explanation, 3 to 4 years under performances will ruin the retail investors financially, intelligent and real time analysis and right decision and direction required.
Growth or de-growth of AUM should not be taken into consideration if AMC’s funds are performing well or not. AUM is driven by lot many factors. This video is misleading. Stay away from what was explained in this video.
New learning.thanku sir
i think AUM growth is also due to increase in investor base in India!
Please conduct more workshops In future , this time I was not able to join there
Thanks sir jee🌹🙏
Mutual Funds mean reverse to index fund returns over a period of 5-7 years
Nice video sir...really appreciate ur hard wrk in research.Wid you toube n youtuber 4people are getting more smarter in exploring option like direct good stocks,small cases which generate returns much better compared to this MF funds ...which sucks ur hard return amt through expense ratio.M one of them@NG
I have Invested in Axis Triple advantage fund , please tell what to do
great 👍 information
I have been trying to sell off my Axis MF holding.. but not being allowed to do so.. Same message is repeatedly coming over the last week saying system is not working. Any suggestions??
Very good
Axis equity funds have underperformed the average returns in last 12 consecutive quarters and have been placed in last quartile on returns. So, sorry cannot buy this argument, house much more it had to underperformed before it is dumped
Thanks for the perspective sir
From your article does it mean time of Axis MF is over and now some other fund house will lead? As from the chart it suggest no fund house have grown consistently and it changes every 3-5 years cycle. Indirectly we shall understand its time to exist Axis MF!
And now, 1 year later, Axis funds are still the worst performer! No one in their right mind should stay invest in these funds. If your fund manager does not deliver returns, you need to stop paying them. Exit the funds.
What do you think as of July 2024 ?
jo do fund manager suspend hue uske liye kuch downfal?
Don't be misguided with all these videos. Stick to Index Funds only. Then you will never have to change the fund.
The video is for those who r already invstd in dis mf.
Yes you are 100% correct. Invest direct only index funds
Wrong
Then y index funds if you want to replicate index only, y don't you buy nifty future and roll on every 3 months
@@vikasgupta-sb7ln because of rollover charges
Is kotak emerging equities fund good for longterm?
AXIS - ELSS MF - DIRECT GROWTH IS GOOD TAX SAVING MULTI CAP FUND
It would have been better if reasons of poor performance of AMCs would have been elaborated. What could be the reasons of cyclic poor performance? To me it seems to be simply an inconsistent performance / action of fund managers of AMC for a long time (years) deliberately.
There is no rewards for sticking to losing MF because as you said there is no surety of re-performing of losing fund. So for me its biased video recommending to stick with non performing MFs.
I sold axis focused completely. Partial exit in bluechip. Still invested in growth opportunities. Should I exit that too?
No
There was no value addition of this discussion
Main confirm hu kuch nhi btane wale aap usko long term hold krne bologe...main video dekhne se pehle comments kr rha hu..sirf faltu k video bnana h
Sir, because of insider trading by Axis MF ppl lost confidence in their funds and withdrew their money. That’s why these funds are not performing. Please correct me if I am wrong.
stepout fund if it cant beat benchmark for max 2 years
3 yrs
Axis focused fund 25 say exit kar jaoon kya?
Axis flexi cap fund worst performance than fd
axis and sbi mf should underperform given the stocks they hold.
Why SBI. They generally try to follow index. How will they underperform. Only exception are multi and focused one. In axis they follow their high growth strategy. On the long run if India keep growing those companies will outperform eventually
@@acclimatized8838 Axis and SBI both following BAAP(Buy at any price) strategy. If one already pays for the future business growth then how we will make money as an investor.
Eg Buying a company having earning of 1000 cr at PE 100 ( Mcap 1 lakh cr) doesn't makes sense, if the company earning grows 10x and PE gets derated to 25x ,return are just 150%.
An investor should follow growth strategy i.e buying growing business at a reasonable valuation and should make an exit when price growth exceeds the business growth rather than waiting for the business growth to catch up price growth.
Heart ❤️
Time to accumulate the Axis 👍
Small cap funds ka data de sakte hn kya?
Poor is Kotak Mutual Fund!! Poorly Managed
I don't like this logic.sorry.
i have axis bluechip and want to shift to index fund. Can we use axis index funds however they are new and aum is low
Choose that index which has the least expense ratio...index funds are same for all the mf house..expense ratio is that what makes the difference... you may check out navi index..
@@dreamz_al28 i use groww and to switch one same day i can only choose same fund house otherwise have to withdraw and reinvest
@abhijeet singh if you want to invest in large cap..then axis nifty 100 is good..but do explore navi
@@dreamz_al28 index fund only work for large cap not with mid cap and small cap fund...
Index fund criteria should be made on basis of tracking error . The least the tracking error , the more it's efficient. Check for Total expense ratio as well .
Should I sold this fund 🤔
Axis ka koi bhi fund achha perform nahi kar raha hai
Analysis not good.
Not an impressive explanation 👎
I don't know what value add you provided with this video. Any sensible guy who has been investing in MFs for a few years understand this. You should have given a clear verdict whether with current set of fund managers Axis is a good fund house or not. Anyone can beat around the bush. Clearly waste of time to hear your this video. 0 ratings
1st view
Directionless explanation 👎🏻
Crap analysis. Keep an eye on pe ratios and invest in index funds
👏👏👏
Feku video. Invest in Mirea asset and index funds in large cap MFs
Miraeassat best only