Axis Mutual Fund

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.

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This article will help you to learn the key details and steps to invest in an Axis Mutual Fund in India.

Best Axis Mutual Funds in India in 2023

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

Overview of Axis Asset Management Company Limited

Particulars Details
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
CIO Officer
  • Mr. Jinesh Gopani (Equity)
  • Mr. R Sivakumar (Fixed Income)
Compliance Officer Mr. Darshan Kapadia
Top Fund Managers
  • Shreyash Devalkar- Head (Equity)
  • Jinesh Gopani - Senior Fund Manager (Equity)
  • R. Sivakumar - Head (Fixed Income)
  • Devang Shah- Co-head (Fixed Income)

Documents Required to Invest in Axis Mutual Funds in India

To start investing in an Axis Mutual Funds in India, you should prepare the following documents:

  • Proof of Identity (PoI)

    • Aadhar Card

    • PAN Card

    • Passport

  • Proof of Address (PoA)

    • Aadhar Card

    • Passport

    • Voter ID

    • Driving License

  • Passport Size Photograph

  • Cancelled cheque or bank statement

  • FATCA/CRS Declaration

  • Axis Mutual Fund Application Form

How to Invest in Axis Mutual Funds in India?

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

How to Calculate Axis Mutual Fund Returns?

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.


  • Which is the best mutual fund in Axis Mutual Fund?

    Some of the top-rated Axis mutual funds across different categories are as follows:
    • Equity funds:

      • Axis Long-Term Equity Fund

      • Axis Bluechip Fund

      • Axis Midcap Fund

    • Hybrid funds:

      • Axis Equity Hybrid Fund

      • Axis Multi Asset Allocation Fund

      • Axis Balanced Advantage Fund

    • Debt funds:

      • Axis Credit Risk Fund

      • Axis Strategic Bond Fund

      • Axis Corporate Debt Fund

  • Is it good to invest in an Axis Bank mutual fund?

    Yes, it is generally considered good to invest in Axis Bank mutual funds. Axis Mutual Fund is one of the largest asset management companies in India, with a good track record of performance. It offers a wide range of mutual funds across different categories, including equity, hybrid, and debt funds.
  • What is the return of Axis Bank mutual funds in the last 5 years?

    The return of Axis Bank mutual fund in the last 5 years varies depending on the specific fund you are considering. Here are the 5-year returns of some of the top-rated Axis mutual funds:
    • 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%

  • Which SIP is best, SBI or Axis?

    Whether SBI or Axis, which SIP is better for you depends on your investment goals, risk tolerance, and investment horizon. If you are looking for a wide range of funds to choose from and a good track record of performance, then SBI Mutual Fund is a good option. However, if you are looking for competitive expense ratios and innovative fund offerings, then Axis Mutual Fund is a good option.

*All savings are provided by the insurer as per the IRDAI approved insurance plan.
*Tax benefit is subject to changes in tax laws. Standard T&C Apply
~Source - Google Review Rating available on:-
^^The information relating to mutual funds presented in this article is for educational purpose only and is not meant for sale. Investment is subject to market risks and the risk is borne by the investor. Please consult your financial advisor before planning your investments.

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