Axis Bank SIP or Systematic Investment Plan helps you invest small amount at regular intervals to help you achieve your Goals. Axis Bank offers an option to start SIP in mutual funds of 20 AMCs (Asset Management Companies). Axis Bank SIPs are flexible and easy to avail.Read more
Guaranteed Tax SavingsUnder sec 80C & 10(10D)^
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Zero LTCG TaxUnlike 10% in Mutual Funds
As a top fund Management Company in India Axis Bank mutual fund offers a wide range of fund options like a hybrid, equity, money market, and debt to cater to all types of investment needs of the investors. As a lucrative option of investment, Axis bank Mutual Fund offers an opportunity to accumulate wealth for the future so that you can achieve the ultimate financial goals of life.
|Fund Name||3 Years||5 Years||10 Years|
|Top 200 Fund Tata AIA||28.13%||26.21%||
|Virtue II PNB Metlife||23.36%||20.58%||
|Growth Opportunities Plus Fund Bharti AXA||19.37%||17.61%||
|Pure Equity Birla Sun Life||20.18%||16.99%||
|Pure Stock Fund Bajaj Allianz||17.6%||15.69%||
|Equity Top 250 Fund Edelwiess Tokio||17.56%||15.03%||
|Blue Chip Fund HDFC Standard||15.65%||14.48%||
|Growth Super Fund Max Life||15.6%||14.53%||
|Multi Cap Growth Fund ICICI Prudential||17.47%||12.92%||
|Equity Fund SBI||15.7%||14.24%||
Updated as on November 2023
|Fund Name||3 Years||5 Years||10 Years|
|Large Cap Fund Nippon India||29.45%||15.33%||
|Bluechip Fund SBI||22.34%||14.79%||
|Cap Fund Edelweiss Large||20.14%||14.01%||
|Frontline Equity Fund Aditya Birla Sun Life||21.57%||13.35%||
|Bluechip Fund ICICI Prudential||24.00%||14.36%||
|Large Cap Fund Mirae Asset||18.65%||13.49%||
|Bluechip Equity Fund Canara Robeco||18.57%||15.24%||
|Bluechip Growth Kotak||19.78%||14.55%||
|Large Cap Fund Baroda BNP Paribas||19.37%||15.09%||
Updated as on November 2023
In order to avail the Axis Bank mutual fund's maximum benefits, you can make investment via Axis SIP Plan. This required a regular investment of a small amount of money, at predetermined intervals that accrue a huge financial corpus in the long run.
Axis Bank offers a wide range of SIP Plans to invest in according to one’s own choice and suitability. Let’s take a look at some of the best performing Axis Bank SIP Funds.
|Fund Name||1 Year (Returns)||3 Years (Returns)||5 Years (Returns)|
|Axis Focused 25 Fund||23.59%||16.89%||17.99%|
|Axis Long-Term Equity Fund||17.93%||14.69%||22.81%|
|Axis Mid-cap Fund||17.90%||12.48%||21.14%|
|Axis Regular Saver Fund||9.12%||N/A||N/A|
|Axis Equity Saver Fund||10.29%||N/A||N/A|
Axis SIP investment plans are flexible and can be availed easily. Thus, it is a great choice of investment for those investors who want to create a financial cushion by making investments in the Axis bank mutual fund. As per the existing rule, one can decide to invest through Axis Bank SIP plans for the tenure of their choice and can start the investment with a minimum amount of Rs.500-Rs.1000 as per the requirement of SIP investment.
*All savings are provided by the insurer as per the IRDAI approved insurance plan. Standard T&C Apply
Axis Focused 25 Funds: This is an open-ended equity fund which aims to provide a higher return on investment by investing majorly in equity and equity-related securities. Under this fund option, the major investments are made in large-cap companies. This fund is best suitable for individuals who have a high-risk appetite and wants to gain a higher return on investment.
Axis Long-Term Equity Fund: This is an open-ended equity fund, which offers long-term capital growth to the investors. Under this fund option, the investment is through the diversified portfolio in equity and equity related instruments with an aim to accumulate wealth over a long-term period. As a diversified equity fund, the money is majorly invested in the large-cap and mid-cap fund. This fund option is best suitable for individuals who have a high-risk appetite and wants to create wealth over a long-term period.
Axis Midcap Fund: This fund option aims to achieve long term capital appreciation by investing majorly in equity and equity related instrument of mid-cap companies. Even though, the fund majorly invests in mid-cap companies, around 30% of the fund asset is invested in large-cap companies. This fund option is beneficial for individuals who have a high to medium risk appetite and want to create corpus over a long term period.
Axis Regular Saver Fund: This fund option aims to provide regular income by making investment majorly in debt and money market securities. The main objective of this fund is to create regular income for the investors. This fund option is best suitable for investors who have a low-risk appetite and wants to have continues flow of income at particular intervals of time.
Axis Equity Saver Fund: As an open-ended scheme, Axis equity saver fund aims to provide capital growth and income distribution to the investors by investing majorly in equity and equity-related securities, debt and money market instrument and arbitrage opportunities.
In order to start the systematic investment, Axis Bank SIP plan requires the investors to provide all the key details. The work process of Axis Bank Mutual Fund SIP is similar to any other SIP plan, in which one is required to invest a specific amount at Axis mutual fund SIP scheme at a fixed interval of time. As per their own choice, the investor can increase or decrease the tenure of Axis SIP-plan based on the type of scheme they are investing in. The minimum limit of investment in Axis Bank mutual fund SIP is Rs.500.*All savings are provided by the insurer as per the IRDAI approved insurance plan. Standard T&C Apply
Disciplined Investments: By investing in Axis Bank SIP plan, the investors have an opportunity to plan their yearly invest goals in order to achieve the financial objectives in long-term and short-term. The major benefits of SIP investment is that it provides investors a disciplined approach towards investment. In Axis Bank SIP plans, the investors can invest a fixed amount periodically in the fund. With a disciplined method of investment, the investors can plan their yearly investment goal so that they can achieve their short-term and long-term financial objectives. Axis Mutual Fund SIP is not limited to the investment amount but with a long-term, disciplined and periodical investment approach it is considered as a good investment option in long-term as compared to regular options of investment.
Rupee Cost Averaging: Based on the market fluctuation the Axis Bank SIP fund prices change on a daily basis. However, the investment amount in Axis SIP plan is fixed; with the benefit of rupee cost averaging an individual can purchase number of units when the share market price is low and the less number of units when the share market price is high.
Flexible Investment Tenure: Axis Bank SIP provides flexibility to the investors to choose the term period of investment as per their own suitability and requirement. The investors can start investing in Axis Bank SIP plan with a minimum term period of 6 months and a maximum tenure of their choice. Moreover, based on the investment target, one can also decrease or increase the Axis SIP plan tenure. Apart from the benefit of changing the tenure of Axis Bank SIP Investment, it also offers the option to discontinue any existing SIP without any penalties. In order to discontinue the ongoing SIP plan, one just needs to login to the investment account of the mutual fund.
Flexible Investment Amount: The investors can start investing in Axis Bank SIP with a minimum amount of Rs.500 whereas, there is no maximum limit of investment in SIP plans. The investors can invest the maximum amount as per their own suitability and requirement. In addition to this, one can also decide to invest simultaneously in more than one SIP scheme and can also decrease or increase the investment amount according to their own choice. The flexibility in the amount of investment offered by Axis Bank Sip plan helps the investors to invest in Sip scheme in a hassle-free and easy way.
Benefits of Long-Term Investment: If an individual starts investing in Axis SIP plan at an early stage of life then they can gain the benefit of the power of compounding. The principal amount together with dividend/interest is reinvested every year in order to multiply wealth rapidly and offers a higher Axis bank SIP interest rate or return on investment over a long-term period. Moreover, in SIP investment the amount is majorly invested in equity related instruments and equity which are the best option of investment for long-term.As all of the above mentioned SIP options are beneficial, it is suggested to use the SIP calculator online tool to estimate the returns.
The investors are required to provide the below-mentioned information in order to invest in Axis Bank SIP Plans.
Complete the Know Your Customer (KYC) which is a one-time identification verification process.
Address proof documents.
Submit PAN card and Aadhar Card.
*All savings are provided by the insurer as per the IRDAI approved
insurance plan. Standard T&C Apply
Tax benefit is subject to changes in tax laws. Standard T&C Apply
~Source - Google Review Rating available on:- http://bit.ly/3J20bXZ
^10(10D) Tax benefit are for Investments made up to Rs.2.5 L/ yr and are subject to change as per tax laws.
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