Axis Bank Mutual Fund

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What are Axis Mutual Funds?

Axis Mutual Funds has witnessed exceptional growth, after the launch of its first scheme in October 2009. The whole success of the scheme is based on three principles i.e. customer view, long-term capital growth and long term relationship. The main objective of Axis Mutual Fund is to provide investment solutions to the investor enabling financial security among them. The funds offered by Axis Bank Mutual Fund focuses on risk management and capital appreciation in a long-term. Its product suite comprises more than 50 plans. More than 20 Lakhs active investors have investment accounts with AMF and the company has its presence in more than 90 cities.

Different Types of Funds by Axis Mutual Fund

On the basis of the mutual funds' nature, the type of funds by Axis Bank Mutual Fund can be classified broadly into two categories:

By Structure

Mutual funds are divided into two categories as per the structure:

Open-Ended Mutual Funds: These mutual funds don’t have a fixed maturity, as they don’t trade in the open market. So, they are re-priced every day as per the number of shares purchased or sold. 

Closed-Ended Mutual Funds: The closed-ended funds have a fixed maturity and have a lock-in period for the investors’ capital. There are times when these mutual funds give the option of repurchasing to its investors. 

By Investment Goal

This comprises the asset class focused on the funds.

  • Equity Schemes: Equity schemes make investments in the shares. The money is eligible to be invested in value stocks or high-growth stocks. Axis Bank Mutual Fund Scheme offers a wide range of equity schemes, which is mentioned below: 
  • Equity Diversified Schemes: These mutual fund schemes don’t stick to any specific theme or sector. 
  • Mid-Cap Schemes: These funds make investments in various stocks offered by different sectors or domains. Majorly, the investment made is in listed BSE mid-cap stocks. 
  • ELSS Schemes: The open-ended Equity Linked Security Schemes have a maximum freezing period of three years. 
  • Thematic Schemes: Mutual funds under this scheme make the investment in a variety of sectors but it sticks to a determined domain like exports, services, etc. 
  • Sector Specific Schemes: As its name suggests, sector-specific fund schemes make the investment in specific sectors like information technology, manufacturing, etc. High risk is associated with these schemes, as returns are directly dependent on the performance of that specific sector’s performance. 
  • Flexicap Schemes: These schemes make investments in market caps. This investment is of fluid style. 
  •  Debt or Income Schemes: These schemes make investments primitively in corporate bonds and government securities. Profit in this investment vehicle is earned by interest on these investments or by the trading of the securities. Out of the entire mutual fund schemes, this one is the least risky. 
  • Money Market Schemes: These mutual fund schemes make investments in the debt instruments issued by the corporate and government, which are short-term. 
  • Hybrid Schemes: These mutual fund schemes make investments in the blend of asset classes. Offered by Axis bank mutual fund, there are two categories of the Hybrid funds. 
  • Balanced Schemes: These mutual fund schemes maintain a perfect balance by investing in equity and debt instruments. The debt vehicle ensures that the investor earns interest on a regular basis, whereas the equity vehicles concentrate on the capital gains. 
  • Monthly Income Plans: These Axis mutual fund schemes are ideal for the traditional investors, as their risk appetite is low and they are not willing to take risks when it comes to equity investment. A fair share of these funds goes into debt vehicles and a very little portion is invested in equity vehicles.

Salient Features of Axis Mutual Fund

Let’s take a look at the salient features of Axis Mutual Fund:

  • It is available to the investors across 75 cities.
  • Its global customer base touches more than seven Lakh investors.
  • It is managed by the mutual fund professionals with a pool of investments made by various clients that have a common financial goal.
  • The pool of money is invested in debentures, securities, and shares.
  • The return on investment is shared by the investors, based on the ratio of share numbers held by them. 

Top 5 Funds to Invest in Axis Mutual Fund

Axis mutual fund scheme offers an array of fund options to invest in. let’s take a look at the top 5 funds to invest in Axis Mutual Fund.

Funds Name 1 Yr. Return 3 Yrs. Return 5 Yrs. Return
Axis Blue-chip Fund 3.76% 11.33% 14.84%
Axis Gold ETF 7.66% 5.89% 1.27%
Axis Focused 25 Fund 1.99% 15.40% 17.44%
Axis Gold Fund (G) 9.48% 6.55% -1.37%
Axis Long Term Equity Fund (G) 0.57% 10.88% 20.83%

Axis Bluechip Fund

This fund majorly invests in a well-diversified portfolio of equity and equity-related securities of large-cap companies. The fund aims to provide long-term capital growth to the investors along with the benefit of a high return on investment. Axis MF Bluechip Fund is a good option of investment for investors who have a high-risk appetite and wants to gain a long-term capital return on investment.

Axis Gold ETF

Axis Gold ETF offered by Axis MF aims to generate investment returns that are linked with the performance of the gold. This fund is managed by Devang Sing. As an open-ended scheme, the fund is best suitable for investors who have a moderately high-risk appetite and wants to gain a consistent return on investment.

Axis Focused 25 Fund

This is an open-ended equity scheme which aims to generate long-term capital growth by investing in equity and equity-related securities of large-cap companies. This fund is best suitable for individuals who have a high-risk appetite and wants to gain long-term investment returns.

Axis Long-Term Equity Fund

This is an open-ended equity-linked saving scheme which aims to generate capital growth to the individual along with the benefit of tax exemption. The fund majorly invests in a diversified portfolio of equity and equity-related securities. This fund is ideal option of investment for investors who have a high-risk appetite and wants to gain a high return on investment along with the benefit of tax exemption.

Axis Mutual Fund: EQUITY Funds

The equity funds offered by Axis Mutual Fund are moderately high-risk investment options which offer high returns on investment. The equity funds are specifically designed to fulfil the long-term financial goals of investors. Let’s take a look at the top-performing equity scheme offered by Axis Bank Mutual Funds.

Funds Name 1yr Returns 3yr Returns 5yr Returns
Axis Small Cap Fund Regular Growth 4.04% 9.69% N/A
Axis Focused 25 Fund 1.99% 15.40% 17.44%
Axis Midcap Fund -2.08% 10.43% 28.41%
Axis Blue-chip Fund 3.76% 11.33% 14.84%

Axis Small Cap Fund Regular Growth

This is an open-ended equity small-cap fund offered by Axis Mutual Fund. Under this fund option, 63.12% of asset is allocated in small-cap stocks and 14.7% of asset is allocated in mid-cap stocks. This fund is best suitable for investors who have a high-risk appetite and wants to gain a high return on investment over a long-term period.

Axis Midcap Fund

Axis Midcap Fund offered by Axis Mutual Funds aims to generate capital growth to the investors over a long-term period. The fund invests in equity share of midcap companies which have a potential for strong growth and high cash flow. This fund is beneficial for investors who want to gain capital appreciation over a long-term period.

Axis Mutual Fund: DEBT Funds

The debt fund offered by Axis Mutual Funds is moderately low-risk investment option which majorly invests in debt and money-market instruments. Let’s take a look at the top-performing debt funds offered by Axis Mutual Fund.

Funds Name 1 Yr. Return 3 Yrs. Return 5 Yrs. Return
Axis Banking & PSU Debt Fund 10.35% 8.09% N/A
Axis Liquid Fund 7.46% 7.12% 44.45%
Axis Dynamic Bond Direct Fund 12.60% 8.64% 60.55%
Axis Strategy Bond Fund 6.76% 7.48% 51.59%
Axis Short Term Fund 9.16% 7.22% 8.05%

Axis Banking & PSU Debt Fund

This is an open-ended debt scheme, which invests in the combination of debt and money-market instruments issued by public sector units, banks and public financial institutions. The main objective of this Axis Bank Mutual Fund Scheme is to generate maximum return on investment with low credit risk.  This fund is best suitable for investors who want to make short-term investment and have a low-risk appetite.

Axis Liquid Fund

This is an open-ended debt fund offered by Axis MF, which provides high liquidity and consistent returns to the investors. The fund majorly invests in debt and government securities with a low-risk. This Axis Mutual Fund scheme is best suitable for individuals who want to invest for a short-term and have a low-risk appetite.

Axis Dynamic Bond Direct Fund

This is one of the best funds offered by Axis Bank mutual fund which aim to provide an optimal return to the investors by investing predominantly in debt and money-market securities. This Axis mutual fund scheme is a profitable option of investment for investors who have a low risk appetite and wants to earn a regular return over a long-term period.

Axis Strategy Bond Fund

This scheme offered by Axis MF aims to maintain a liquid portfolio and offers less volatility in the long-term. This fund is a profitable option for investors who have a low-risk appetite and wants to gain a regular return on investment in the long-term.

Axis Short Term Fund

This fund offered by Axis MF aims to generate a consistent return to the investors by investing in the portfolio of debt and money market securities.  This fund is beneficial for investors who want to make a short-term investment and have a moderately low-risk appetite.

Axis Mutual Funds: HYBRID Fund

Funds Name 1 Yr. Return 3 Yrs. Return 5 Yrs. Return
Axis Arbitrage Fund 7.17% 5.96% N/A
Axis Equity Saver Fund  2.92% 8.06% N/A
Axis Regular Saver Fund 2.92% 5.10% N/A
Axis Triple Advantage Fund 0.92% 9.00% 39.02%

Axis Arbitrage Fund

This fund offered by Axis MF aims to provide regular income to the investors. The scheme takes advantage of the opportunities in the derivative and cash segments of equity and equity instruments including the opportunities of arbitrage available within the segment of the derivative.

Axis Equity Saver Fund

This is an Axis Mutual Fund Scheme which the main objective is to generate regular income for the investors by investing in equity and equity instruments, debt, money market instruments and arbitrage opportunity. This fund is best suitable for investors who are looking for a balanced approach to invest.

Axis Regular Saver Fund

This Axis MF scheme aims to generate regular income to the investors by allocating the assets in debt and money market instruments. The fund also focuses to create capital growth through restricted investment in equity and securities related to equity.

Axis Triple Advantage Fund

This scheme aims to generate capital appreciation over a period of long-term by investing in a diversified portfolio of debt and gold traded funds. This fund is a lucarive option of investment for investors who want to increase the average return on investment.

How to Invest in Axis Mutual Funds?

Whether you are new to the market or not, the process of investing in Axis Mutual Fund is very easy and hassle-free. Based on your investment objectives and risk profile, you can choose from the wide range of fund options available online. In order to invest in Axis mutual fund, you will be required to complete the KYC formalities. Let’s take a look at the steps to invest in Axis Mutual Fund.

Step1- Visit the website of Axis Mutual Fund

Step2- Choose the fund you want to invest in

Step3- Enter the amount of investment and the mode of investment.

Step 4- Click on the option of “Invest Now” and enter your basic details.

Step 5- Make the payment.

Documents Required to Invest in Axis Mutual Funds

It is compulsory for every investor to complete their Know Your Customer (KYC) and the process In-Person verification (IPV). Along with the KYC, the other documents that should be kept handy while investing in Axis Bank Mutual Funds are:

  • ID Proof
  • Aadhar Card
  • Passport
  • Driving License
  • PAN card
  • Voter ID

Residential Proof

The investors can submit the same identification proof documents for residential proof (except PAN). Utility bills, lease/rental agreement and ration card can also be used for the purpose of residential proof. If the permanent address and residential address of an individual is not the same, then he/she will have to submit the proof for both.

Why choose Axis Mutual Funds?

Axis Bank Equity Fund is an outstanding financial vehicle that helps your money to grow, that too at a fast speed. These schemes focus on neutralizing the risk involved and multiplying the gains. The following are the eminent pros of selecting AMFs:

Strong Advisory Team

It has a recommendation model, which is research-driven and guides you in order to make the best choice of selecting funds on the basis of the quantitative as well as qualitative analysis. 

SEBI Regulated Financial Product

Axis tax saver fund is a well-regulated financial instrument with SEBI regulating and monitoring all investment activities to ensure and safeguard investors’ safety. 

The option of Selecting a Devoted Relationship Manager

You can opt for the services of a devoted relationship manager to seek guidance in planning your investments in coordination with your financial targets. 

Online One Page Portfolio Snapshot

It offers an online snapshot report for its different investment vehicles exclusively for its investors. They can view their reports with the help of Internet banking and get an insight into their fund portfolio(s). 

Schemes Choice

The suite of more than 70 mutual funds scheme ensures diversification of investors’ portfolio and risk neutralization so that Investors’ capital can grow. 

Tax Benefits

Under Section 80 C, investors can enjoy tax benefits.

About Axis Mutual Funds

Axis mutual fund is backed by Axis Bank. Earlier it was known as Unit Trust of India. It is an eminent private bank in India, which offers financial products and services in the domain of commercial banking, retail banking, agriculture banking, corporate banking, and asset management. Axis Bank’s headquarter is in Mumbai. It has marked its presence in various foreign countries, including the US, UK, China, China and Sri Lanka.