Axis Mutual Fund

Axis Mutual Fund is an Indian Asset Management Company (AMC) that was founded in October 2009. The mutual fund house has Assets under Management (AuM) of over ₹2.6 trillion as of 11 September 2023. Axis Mutual Fund is the Axis Bank's investment wing, which is one of the largest private banks in India. It offers you over 69 mutual fund schemes with a focus on long-term wealth creation, customer-centricity, and building lasting relationships. The fund house offers a wide range of schemes, including equity funds, debt funds, balanced funds, ELSS funds, and liquid funds. In this article, let us learn about Axis Mutual Fund in detail.

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Overview of Top Axis Mutual Fund Schemes in India

The top schemes offered by Axis Mutual Fund are listed below:

Axis Mutual Fund Scheme Risk Category 1-Year Return 5-Year return Fund Size (in crores) Investment Objective
EQUITY FUNDS
Axis Small Cap Fund Very High 23.9% 24.73% ₹15,025 To achieve long-term capital growth through a diversified portfolio of equity assets of small-cap companies.
Axis Midcap Fund Very High 16.2% 18.21% ₹22,178 To build wealth over time by investing in a diversified portfolio of equity-related securities of mid-cap companies.
Axis Growth Opportunities Fund Very High 15.55% NA ₹9,520 To achieve long-term capital growth through a diversified investment in equity and equity-related instruments, both domestically and internationally.
Axis Bluechip Fund Very High 5.94% 11.90% ₹33,892 To generate long-term capital growth by investing in a mix of equity and equity-linked securities, with a focus on large-cap companies.
Axis Long Term Equity Fund Very High 5.24% 10.59% ₹32,224 To seek both income and capital gains by investing in a diversified portfolio of equity and equity-related instruments.
DEBT FUNDS
Axis Strategic Bond Fund Moderate 7.09% 7.65% ₹1,972 To achieve a balance between risk and return by investing in a mix of debt and money market instruments with the goal of generating optimal returns over a medium-term horizon.
Axis Corporate Debt Fund Moderate 6.98% 7.29% ₹4,936 The scheme aims to generate regular income and potential capital gains by investing in high-quality corporate bonds.
Axis Short Term Fund Moderate 6.83% 7.58% ₹7,449 To generate income and capital gains by investing in a short-term debt portfolio with a duration of 3-6 months.
Axis Credit Risk Fund Moderate 7.40% 7.07% ₹524 To generate consistent returns by investing in a variety of debt and money market instruments with different maturities and credit ratings.
Axis Banking & PSU Debt Fund Moderate 6.27% 7.42% ₹14,541 The scheme aims to generate stable income with low risk by investing in debt and money market instruments issued by high-quality borrowers like banks, Public Sector Units (PSUs), and Public Financial Institutions (PFIs).
HYBRID FUND
Axis Equity Hybrid Fund Very High 6.60% 11.85% ₹1,740 To achieve long-term wealth creation by investing in a diversified portfolio of equity, debt, and money market instruments.
Axis Balanced Advantage Fund Very High 11.52% 9.03% ₹2,011 To achieve capital growth by investing in a diversified portfolio of equity and equity-linked securities, with a secondary objective of generating income through investments in debt and money market instruments. The scheme also aims to manage risk through active asset allocation.
Axis Equity Saver Fund Moderate to High  9.23% 9.12% ₹909 To generate capital appreciation and income for investors through a combination of equity, equity-linked securities, arbitrage opportunities, and debt and money market investments.
Axis Regular Saver Fund Moderate to High  6.87% 7.50% ₹440 The scheme aims to generate income and capital gains by investing primarily in debt and money market instruments, with a small allocation to equity and equity-linked securities.
Axis Arbitrage Fund Low 7.29% 5.77% ₹2,783 To generate income through low-volatility absolute return strategies that use a variety of techniques, including arbitrage, to profit from market inefficiencies. The scheme may also invest in debt and money market instruments to balance risk and generate income.
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Highlights of Axis Asset Management Company Limited

Particulars Details
Name of Asset Management Company (AMC) Axis Asset Management Company Limited
AMC Setup On 04 September 2009
AMC Incorporated On 13 January 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 Fund Schemes

To starting investing a Axis Mutual Fund Scheme, you should prepare the following documents:

Document Type Individual Investors Non-Individual Investors
1. KYC Documents:
Proof of Identity (PoI) Aadhar Card, Passport, Voter ID, Driving License PAN Card, Partnership Deed, Trust Deed
Proof of Address (PoA) Aadhar Card, Passport, Voter ID, Driving License Utility Bills, Bank Statements, Lease Agreement
Passport Size Photograph Recent passport-sized photos Recent passport-sized photos
2. PAN Card (Permanent Account Number): Mandatory Mandatory
3. Bank Account Details: Cancelled cheque or bank statement Cancelled cheque or bank statement
4. Duly Filled Application Form: Axis Mutual Fund Application Form Axis Mutual Fund Application Form
5. Investment Amount: As per the minimum investment amount specified by Axis Mutual Fund for the chosen scheme As per the minimum investment amount specified by Axis Mutual Fund for the chosen scheme
6. FATCA/CRS Declaration: Required to comply with tax regulations (Form provided by Axis Mutual Fund) Required to comply with tax regulations (Form provided by Axis Mutual Fund)

Steps to Invest in Axis Mutual Fund Schemes

Follow the steps mentioned below to start an investment in the Axis Mutual Fund scheme:

Step 1: Open a Demat account with Axis Mutual Fund website or a broker that offers Axis Mutual Fund investments.

Step 2: Complete the Know Your Customer (KYC) process. This involves submitting your personal information, such as your name, address, and PAN card details.

Step 3: Select the Axis Mutual Fund scheme you want to invest in. Axis Mutual Fund offers a wide variety of schemes, so you can choose one that suits your investment goals and risk appetite.

Step 4: Decide on the amount you want to invest. The minimum investment amount for Axis Mutual Fund schemes varies, so you need to check the details of the scheme you want to invest.

Step 5: Choose the investment mode (lump sum or SIP). A lump sum investment is a one-time investment, while a SIP is a systematic investment plan where you invest a fixed amount of money every month.

Step 6: Make the payment. You can make the payment through a variety of methods, such as net banking, UPI, or debit card.

Step 7: Submit the investment form. Once you have made the payment, you need to submit the investment form to the broker.

How to Calculate Your SIP Returns from Axis Mutual Fund Schemes?

The Policybazaar SIP calculator is a free and easy-to-use tool that can help you estimate the SIP returns you can expect from your Axis mutual fund schemes.
To use the SIP calculator, you will need to provide the following information:

  • The mutual fund scheme you want to invest in

  • The amount you want to invest each month

  • The number of years you want to invest for

  • The expected rate of return

Once you have entered this information, the Policybazaar SIP calculator will estimate the total amount of money you will have at the end of the investment period.

FAQ's

  • Which Axis Mutual Fund is best?

    The best Axis Mutual Fund for you will depend on your investment goals, risk appetite, and time horizon. However, some of the top-performing Axis Mutual Funds are as follows:
    • Axis Bluechip Fund

    • Axis Long Term Equity Fund

    • Axis Midcap Fund

    • Axis Focused 25 Fund

    • Axis Regular Saver Fund

  • What is the return of Axis Mutual Fund for the last 3 years?

    The returns of Axis Mutual Fund schemes vary depending on the scheme and the time period. However, here are some of the returns of Axis Mutual Fund schemes for the last 3 years: 
    Axis Mutual Fund Scheme 3-Year Annualized Returns (in % p.a.)
    Axis Small Cap Fund 37.31%
    Axis Midcap Fund 26.78%
    Axis Growth Opportunities Fund 25.66%
    Axis NIFTY 100 Index Fund 21.02%
    Axis Flexi Cap Fund 18.66%
  • Which Axis SIP is best for 5 years?

    The best Axis SIP for 5 years will depend on your individual investment goals and risk appetite. However, some of the Axis SIPs that have performed well over the past 5 years include:
    • Axis Bluechip Fund

    • Axis Long Term Equity Fund

    • Axis Midcap Fund

    • Axis Focused 25 Fund

    • Axis Regular Saver Fund

  • Is Axis Mutual Fund a good investment?

    Yes, Axis Mutual Fund is a good investment option for investors who are looking for a diversified portfolio of funds with a good track record of performance. It is one of the top 10 Asset Management Companies (AMCs) in India. It has a wide range of mutual funds to choose from; however, it is essential to select suitable funds for your individual needs and goals.

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~Source - Google Review Rating available on:- http://bit.ly/3J20bXZ
^^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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