Axis Mutual Fund is an Indian Asset Management Company (AMC) established in October 2009. It currently manages assets worth ₹2.6 trillion as of October 07, 2023. The Axis Mutual Fund House is the investment arm of the Axis Bank, which is one of the largest private banks in India. The fund house offers a diverse portfolio of 69+ mutual fund schemes. These mutual funds encompass equity, debt, balanced, ELSS, and liquid funds.
Guaranteed Tax SavingsUnder sec 80C & 10(10D)
₹1 CroreInvest ₹10k per month*
Zero LTCG TaxUnlike 10% in Mutual Funds
Top performing plans with High Returns*
Invest ₹10K/month & Get ₹1 Crore returns*
Invest For (in Years)
Stay invested for (in Years)
Expected rate of return (in %)
This article will help you to learn the key details and steps to invest in an Axis Mutual Fund in India.
|Name of Axis Mutual Fund||Risk||1-Year Returns||5-Year Returns||Assets Under Management (AUM in crores)|
|Axis Small Cap Fund||Very High||23.9%||24.73%||₹15,025|
|Axis Midcap Fund||Very High||16.2%||18.21%||₹22,178|
|Axis Growth Opportunities Fund||Very High||15.55%||NA||₹9,520|
|Axis Bluechip Fund||Very High||5.94%||11.90%||₹33,892|
|Axis Long-Term Equity Fund||Very High||5.24%||10.59%||₹32,224|
|Axis Strategic Bond Fund||Moderate||7.09%||7.65%||₹1,972|
|Axis Corporate Debt Fund||Moderate||6.98%||7.29%||₹4,936|
|Axis Short-Term Fund||Moderate||6.83%||7.58%||₹7,449|
|Axis Credit Risk Fund||Moderate||7.40%||7.07%||₹524|
|Axis Banking & PSU Debt Fund||Moderate||6.27%||7.42%||₹14,541|
|Axis Equity Hybrid Fund||Very High||6.60%||11.85%||₹1,740|
|Axis Balanced Advantage Fund||Very High||11.52%||9.03%||₹2,011|
|Axis Equity Saver Fund||Moderate to High||9.23%||9.12%||₹909|
|Axis Regular Saver Fund||Moderate to High||6.87%||7.50%||₹440|
|Axis Arbitrage Fund||Low||7.29%||5.77%||₹2,783|
|Name of AMC||Axis Asset Management Company Limited|
|AMC Established On||September 04 2009|
|AMC Incorporated On||January 13 2009|
|Sponsor Institution||Axis Bank Limited|
|Trustee Organisation||Axis Mutual Fund Trustee Ltd.|
|Vision of the AMC||To help you achieve financial security and a brighter future by responsibly managing your money and risks.|
|No. of Mutual Fund Schemes||Axis Asset Management Company Ltd 69 & above schemes of Axis Mutual Fund|
|MD & CEO||Mr. Chandresh Kumar Nigam|
|Compliance Officer||Mr. Darshan Kapadia|
|Top Fund Managers||
To start investing in an Axis Mutual Funds in India, you should prepare the following documents:
Proof of Identity (PoI)
Proof of Address (PoA)
Passport Size Photograph
Cancelled cheque or bank statement
Axis Mutual Fund Application Form
To get started with an investment in the Axis Mutual Fund scheme, follow these steps:
Step 1: Open a Demat account either through the Axis Mutual Fund website or with a broker that offers Axis Mutual Fund investments.
Step 2: Complete the Know Your Customer (KYC) process by providing your personal details, including your name, address, and PAN card information.
Step 3: Choose the specific Axis Mutual Fund scheme that matches your investment goals and risk tolerance. They provide a diverse range of schemes for you to select.
Step 4: Decide on the amount you want to invest. Keep in mind that the minimum investment requirement can vary depending on the specific Axis Mutual Fund scheme, so make sure to review the details.
Step 5: Select your preferred investment method – you can make a one-time lump sum payment or opt for a systematic investment plan (SIP) where you contribute a fixed amount regularly, typically on a monthly basis.
Step 6: Make your payment using various convenient methods such as net banking, UPI, or debit card.
Step 7: Finally, once you have completed the payment process, submit the investment form to your chosen broker.
*All savings are provided by the insurer as per the IRDAI approved insurance plan. Standard T&C Apply
The Policybazaar SIP calculator is a user-friendly and complementary tool designed to assist you in forecasting the potential returns of your investments in Axis Mutual Fund schemes through SIPs.
To utilize this calculator, you simply need to input the following details:
Your chosen mutual fund scheme for investment
The monthly investment amount you plan to contribute
The number of years you intend to keep investing
The expected rate of return
Once you have provided this information, the Policybazaar SIP calculator will project the total amount you can expect to accumulate at the end of your investment tenure.
Axis Long-Term Equity Fund
Axis Bluechip Fund
Axis Midcap Fund
Axis Equity Hybrid Fund
Axis Multi Asset Allocation Fund
Axis Balanced Advantage Fund
Axis Credit Risk Fund
Axis Strategic Bond Fund
Axis Corporate Debt Fund
Axis Long Term Equity Fund: 27.45%
Axis Bluechip Fund: 15.44%
Axis Midcap Fund: 23.92%
Axis Small Cap Fund: 34.43%
Axis Flexi Cap Fund: 12.98%
*All savings are provided by the insurer as per the IRDAI approved insurance
*Tax benefit is subject to changes in tax laws. Standard T&C Apply
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