Axis Bank SIP Plans
Axis Bank offers a range of Systematic Investment Plans (SIPs) to help you grow your wealth steadily over time. Mutual Fund SIPs are a convenient way to invest in Axis mutual funds by regularly contributing a fixed amount monthly or quarterly. Check top mutual funds offered by Axis that suit your financial goals, risk appetites, and time horizons.
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Key Information About Axis Bank Mutual Funds
Here is some of the key information about Axis Bank Mutual Funds:
| Company Name | Axis Bank |
| Asset Management Company Name | Axis Asset Management Company Ltd. (Axis Mutual Fund) |
| AMC Incorporation | 13 January 2009 |
| AMC SetUp | 4 September 2009 |
| MD and CEO | Mr. B.Gopkumar |
| CIO | Mr. Ashish Gupta |
List of Axis Mutual Funds to Invest in 2026
Below are the best SIP plans by Axis Bank:
| Fund Name | AUM | Return 3 Years | Return 5 Years | Minimum Investment | Return Since Launch |
|---|---|---|---|---|---|
| Axis Gold Fund Regular-Growth | ₹2,827.67 Crs | 37.46% | 25.78% | ₹100 | 10.8% |
| Axis Global Equity Alpha FoF Regular-Growth | ₹2,378.02 Crs | 23.55% | 14.73% | ₹100 | 17.07% |
| Axis Nifty Smallcap 50 Index Fund Regular-Growth | ₹675.70 Crs | 22.16% | N/A | ₹100 | 17.61% |
| Axis Value Fund Regular-Growth | ₹1,668.17 Crs | 18.81% | N/A | ₹100 | 15.63% |
| Axis Multicap Fund Regular-Growth | ₹10,457.27 Crs | 20.54% | N/A | ₹100 | 15.83% |
| Axis Small Cap Fund Regular-Growth | ₹29,393.79 Crs | 16.6% | 16.84% | ₹100 | 21.4% |
| Axis Midcap Fund Regular-Growth | ₹33,803.00 Crs | 17.28% | 13.81% | ₹100 | 17.57% |
| Axis Midcap Fund Regular-Growth | ₹33,803.00 Crs | 17.28% | 13.81% | ₹100 | 17.57% |
| Axis Large & Mid Cap Fund Regular-Growth | ₹16,469.27 Crs | 16.36% | 12.76% | ₹100 | 17.49% |
| Axis Innovation Fund Regular-Growth | ₹1,199.19 Crs | 18.41% | 12.23% | ₹100 | 14.63% |
| Axis Balanced Advantage Fund Regular-Growth | ₹3,814.40 Crs | 11.93% | 9.28% | ₹100 | 8.93% |
Details of Axis Bank Mutual Funds
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Axis Gold Fund Regular-Growth
The main objective of Axis Gold Fund is to generate returns that closely match the returns generated by Axis Gold ETF. It is directly in line with the performance of gold.
Parameters Details Fund Name Axis Gold Fund Regular-Growth NAV AUM ₹2,827.67 Crs Expense Ratio 0.48% Return 5 Years 25.78% Minimum Investment SIP ₹1000 & Lumpsum ₹100 Risk Level Principal at high risk Launch Date 20th October, 2011 Asset Allocation Debt: 0.65%, Others: 1.52%, Commodities: 97.83% Top Sectors NA Top Holdings - Axis Gold ETF-Growth
- Others CBLO
- Net Payables
Fund Managers - Pratik Tibrewal
- Aditya Pagaria
Fund Type Open-ended -
Axis Global Equity Alpha FoF Regular-Growth
Axis Global Equity Alpha aims to provide long-term capital growth by investing in equity and equity-related securities of companies across the globe. It predominantly invests in the Schroder International Selection Fund Global Equity Alpha.
Parameters Details Fund Name Axis Global Equity Alpha FoF Regular-Growth NAV AUM ₹2,378.02 Crs Expense Ratio 1.59% Return 5 Years 14.73% Minimum Investment SIP ₹1000 & Lumpsum ₹100 Risk Level Principal at very high risk Launch Date 24th September, 2020 Asset Allocation Equity: 97.03%, Debt: 3.11%, Others: -0.14% Top Sectors NA Top Holdings - Schroder ISF Global Equity Alpha
- Others CBLO
- Net Payables
Fund Managers NA Fund Type Open-ended -
Axis Nifty Smallcap 50 Index Fund Regular-Growth
Axis Nifty Smallcap 50 Index Fund provides returns that are offered before expenses. It closely corresponds to the total returns of the NIFTY Smallcap 50 Index and is subject to tracking errors.
Parameters Details Fund Name Axis Nifty Smallcap 50 Index Fund Regular-Growth NAV AUM ₹675.70 Crs Expense Ratio 1.13% Return 5 Years N/A Minimum Investment SIP ₹1000 & Lumpsum ₹100 Risk Level Principal at very high risk Launch Date 10th March, 2022 Asset Allocation Equity: 100.22%, Debt: 0.5%, Others: -0.72% Top Sectors - Consumer Staples
- Real Estate
- Consumer Discretionary
- Industrials
- Diversified
- Energy & Utilities
- Financial
- Healthcare
- Materials
- Technology
Top Holdings - Multi Commodity Exchange Of India Ltd
- Laurus Labs Ltd
- Karur Vysya Bank Ltd
- Central Depository Services (India) Ltd
- Delhivery Ltd
- Sona BLW Precision Forgings Ltd
- Navin Fluorine International Ltd
- DEWAN HOUSING FINANCE CORP. LTD. EQ
- Radico Khaitan Ltd
- Crompton Greaves Consumer Electricals Ltd
Fund Managers NA Fund Type Open-ended -
Axis Value Fund Regular-Growth
The primary objective of Axis Value Fund is to generate long-term capital appreciation by investing in equity and equity-related securities. It follows the value investing strategy.
Parameters Details Fund Name Axis Value Fund Regular-Growth NAV AUM ₹1,668.17 Crs Expense Ratio 2.33% Return 5 Years N/A Minimum Investment SIP ₹1000 & Lumpsum ₹100 Risk Level Principal at very high risk Launch Date 22nd September, 2021 Asset Allocation Equity: 97.27%, Debt: 2.86%, Others: -0.13% Top Sectors - Consumer Discretionary
- Industrials
- Consumer Staples
- Diversified
- Energy & Utilities
- Financial
- Healthcare
- Materials
- Real Estate
- Technology
Top Holdings - HDFC Bank Ltd
- Others CBLO
- ICICI Bank Ltd
- Reliance Industries Ltd
- State Bank of India
- Infosys Ltd
- NTPC Ltd
- Bharti Airtel Ltd
- Shriram Transport Finance Company Ltd
- Mahindra & Mahindra Ltd
Fund Managers - Krishnaa Narayan
- Nitin Arora
Fund Type Open-ended -
Axis Multicap Fund Regular-Growth
Axis Multicap Fund provides long-term capital appreciation by investing in a diversified portfolio (large cap, mid cap, and small cap). It focuses on equity and equity-related instruments across market capitalization.
Parameters Details Fund Name Axis Multicap Fund Regular-Growth NAV AUM ₹10,457.27 Crs Expense Ratio 1.98% Return 5 Years N/A Minimum Investment SIP ₹1000 & Lumpsum ₹100 Risk Level Principal at very high risk Launch Date 17th December, 2021 Asset Allocation Equity: 95.91%, Debt: 4.79%, Others: -0.7% Top Sectors NA Top Holdings - HDFC Bank Ltd
- Others CBLO
- ICICI Bank Ltd
- Reliance Industries Ltd
- State Bank of India
- Fortis Healthcare Ltd
- Shriram Transport Finance Company Ltd
- Bharti Airtel Ltd
- Multi Commodity Exchange Of India Ltd
- Larsen & Toubro Ltd
Fund Managers - Shreyash Devalkar
- Hitesh Das
- Nitin Arora
Fund Type Open-ended -
Axis Small Cap Fund Regular-Growth
The objective of Axis Smallcap Fund is to generate long-term capital growth by investing in actively managed equity and equity-related instruments of small-cap companies.
Parameters Details Fund Name Axis Small Cap Fund Regular-Growth NAV AUM ₹29,393.79 Crs Expense Ratio 1.69% Return 5 Years 16.84% Minimum Investment SIP ₹1000 & Lumpsum ₹100 Risk Level Principal at very high risk Launch Date 29th November, 2013 Asset Allocation Equity: 94.7%, Debt: 7.74%, Others: -2.44% Top Sectors - Consumer Discretionary
- Industrials
- Consumer Staples
- Energy & Utilities
- Financial
- Healthcare
- Diversified
- Materials
- Technology
- Real Estate
Top Holdings - Others CBLO
- Multi Commodity Exchange Of India Ltd
- Krishna Institute Of Medical Sciences Ltd
- CCL Products (India) Ltd
- NIFTY May 2026 Future
- JB Chemicals & Pharmaceuticals Ltd
- NIFTY 23000 Call December 2025 Option
- Bank Nifty Index 57700 Call November 2025 Option
- Brigade Enterprises Ltd
- City Union Bank Ltd
Fund Managers - Mayank Hyanki
- Krishnaa Narayan
- Tejas Sheth
Fund Type Open-ended -
Axis Midcap Fund Regular-Growth
The objective of Axis Mid cap Fund is to generate long-term capital growth by investing in actively managed equity and equity-related instruments of small-cap companies.
Parameters Details Fund Name Axis Midcap Fund Regular-Growth NAV AUM ₹33,803.00 Crs Expense Ratio 1.76% Return 5 Years 13.81% Minimum Investment SIP ₹1000 & Lumpsum ₹100 Risk Level Principal at very high risk Launch Date 18th February, 2011 Asset Allocation Equity: 93.31%, Debt: 12.37%, Others: -5.68% Top Sectors - Materials
- Real Estate
- Technology
- Energy & Utilities
- Financial
- Healthcare
- Consumer Discretionary
- Industrials
- Consumer Staples
- Diversified
Top Holdings - Others CBLO
- NIFTY July 2026 Future
- NIFTY May 2026 Future
- NIFTY June 2026 Future
- The Federal Bank Ltd
- Fortis Healthcare Ltd
- NIFTY 25400 Put April 2026 Option
- Multi Commodity Exchange Of India Ltd
- Coromandel International Ltd
- GE T&D India Ltd
Fund Managers - Krishnaa Narayan
- Shreyash Devalkar
- Nitin Arora
Fund Type Open-ended -
Axis Large & Mid Cap Fund Regular-Growth
Axis Large & Mid Cap Fund focuses on generating long-term capital appreciation by investing in equity and equity-related instruments both in India and overseas.
Parameters Details Fund Name Axis Large & Mid Cap Fund Regular-Growth NAV AUM ₹16,469.27 Crs Expense Ratio 1.91% Return 5 Years 12.76% Minimum Investment SIP ₹1000 & Lumpsum ₹100 Risk Level Principal at very high risk Launch Date 22nd October, 2018 Asset Allocation Equity: 98.42%, Debt: 2.38%, Others: -0.8% Top Sectors - Consumer Discretionary
- Industrials
- Consumer Staples
- Diversified
- Energy & Utilities
- Financial
- Healthcare
- Materials
- Real Estate
- Technology
Top Holdings - HDFC Bank Ltd
- ICICI Bank Ltd
- Others CBLO
- Reliance Industries Ltd
- State Bank of India
- Torrent Power Ltd
- Shriram Transport Finance Company Ltd
- Bharti Airtel Ltd
- Multi Commodity Exchange Of India Ltd
- GE T&D India Ltd
Fund Managers - Krishnaa Narayan
- Shreyash Devalkar
- Hitesh Das
Fund Type Open-ended -
Axis Innovation Fund Regular-Growth
Axis Innovation Fund invests in equity and equity-related securities of companies that benefit from innovative changes.
Parameters Details Fund Name Axis Innovation Fund Regular-Growth NAV AUM ₹1,199.19 Crs Expense Ratio 2.3% Return 5 Years 12.23% Minimum Investment SIP ₹1000 & Lumpsum ₹100 Risk Level Principal at very high risk Launch Date 24th December, 2020 Asset Allocation Equity: 97.74%, Debt: 3.06%, Others: -0.8% Top Sectors - Consumer Discretionary
- Industrials
- Consumer Staples
- Diversified
- Energy & Utilities
- Financial
- Healthcare
- Materials
- Technology
Top Holdings - Zomato Ltd
- Billionbrains Garage Ventures Ltd.
- Bank Nifty Index October 2025 Future
- Info Edge (India) Ltd
- One 97 Communications Ltd
- ICICI Bank Ltd
- HDFC Bank Ltd
- PB Fintech Ltd
- Others CBLO
- FSN E-Commerce Ventures Ltd
Fund Managers - Krishnaa Narayan
- Ashish Naik
Fund Type Open-ended -
Axis Balanced Advantage Fund Regular-Growth
Axis Balanced Advantage Fund offers a dual benefit. First, it offers capital appreciation by investing in equity and equity-related securities. Second, it helps in generating income by investing in debt and money market instruments, by managing risk through active asset allocation.
Parameters Details Fund Name Axis Balanced Advantage Fund Regular-Growth NAV AUM ₹3,814.40 Crs Expense Ratio 2.12% Return 5 Years 9.28% Minimum Investment SIP ₹1000 & Lumpsum ₹100 Risk Level Principal at very high risk Launch Date 1st August, 2017 Asset Allocation Equity: 57.56%, Debt: 25.52%, Others: 15.79% Top Sectors - Consumer Discretionary
- Industrials
- Consumer Staples
- Energy & Utilities
- Financial
- Healthcare
- Materials
- Real Estate
- Technology
Top Holdings - Net Receivables
- Cash Margin
- HDFC Bank Ltd
- Reliance Industries Ltd
- ICICI Bank Ltd
- State Bank of India
- Others CBLO
- Infosys Ltd
- Mahindra & Mahindra Ltd
- Larsen & Toubro Ltd
Fund Managers - Devang Shah
- Hardik Shah
- Jayesh Sundar
Fund Type Open-ended
Benefits of Investing in Axis Bank SIP Plans
Axis Bank offers the best SIP plans with the following benefits:
- Disciplined Investing: SIPs encourage regular and disciplined investing, helping you avoid emotional decisions driven by market volatility.
- Rupee Cost Averaging: By investing a fixed amount regularly, you can buy more units when prices are low and fewer units when prices are high. This results in a lower average cost per unit over time.
- Flexibility: You can choose the frequency of their SIP contributions (monthly, quarterly, etc.) and the amount you want to invest.
- Diversification: Axis Bank offers a variety of mutual funds covering different asset classes and investment strategies, allowing you to diversify your portfolios effectively.
- SIP Calculator: You can estimate the potential returns on your SIP investment over a period of time with the help of a SIP Calculator, which helps you make informed decisions.
- Professional Management: The mutual funds offered through Axis Bank SIP plans are managed by experienced fund managers who make investment decisions based on thorough research and analysis.
In Summary
The Axis Bank SIP Plan offers a convenient and systematic approach to investing, allowing you to grow your wealth steadily over time. With its user-friendly interface and diverse investment options, it empowers you to achieve your financial goals with ease and efficiency.
FAQs
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What are the benefits of investing in Axis Bank SIP plans?
SIP investments through Axis Bank offer benefits like flexibility (choose amount & frequency), inculcate discipline (regular investing), benefits from rupee-cost averaging, and a wide range of market-linked funds to choose from. -
What are the minimum and maximum investment amounts for Axis Bank SIPs?
The minimum and maximum investment amounts can vary depending on the chosen market-linked fund scheme. Axis Bank typically allows SIPs to start at a minimum of Rs. 500. -
What are the fees associated with Axis Bank SIPs?
There are usually no additional charges for starting an SIP through Axis Bank. However, the market-linked fund itself might have expense ratios associated with management fees. -
How can I start an Axis Bank SIP plan?
You can initiate an Axis Bank SIP plan by visiting their website or through their mobile banking app. They might also offer assistance through their branch network.
