Axis Bank SIP Plans

Key Information About Axis Bank Mutual Funds

Here is some of the key information about Axis Bank Mutual Funds:

List of Axis Mutual Funds to Invest in 2025

Below are the best SIP plans by Axis Bank:

Details of Axis Bank Mutual Funds

1. 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	₹ 34.99 (as on 7th November, 2025)
   AUM	₹1,180.38 Crs
   Expense Ratio	0.5%
   Return 5 Years	17.53%
   Minimum Investment	SIP ₹1000 & Lumpsum ₹100
   Risk Level	Principal at very high risk
   Launch Date	20th October, 2011
   Asset Allocation	Debt: 0.47%, Others: 0.77%, Commodities: 98.76%
   Top Sectors	NA
   Top Holdings	Axis Gold ETF-Growth Others CBLO Net Payables
   Fund Managers	Pratik Tibrewal Aditya Pagaria
   Fund Type	Open-ended

2. 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	₹ 21.39 (as on 7th November, 2025)
   AUM	₹1,019.31 Crs
   Expense Ratio	1.63%
   Return 5 Years	16.03%
   Minimum Investment	SIP ₹1000 & Lumpsum ₹100
   Risk Level	Principal at very high risk
   Launch Date	24th September, 2020
   Asset Allocation	Equity: 95.4%, Debt: 4.8%, Others: -0.2%
   Top Sectors	NA
   Top Holdings	Schroder ISF Global Equity Alpha Others CBLO Net Payables
   Fund Managers	NA
   Fund Type	Open-ended

   

3. 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	₹ 18.08 (as on 7th November, 2025)
   AUM	₹522.45 Crs
   Expense Ratio	1.02%
   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: 99.96%, Debt: 0.51%, Others: -0.47%
   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 Central Depository Services (India) Ltd Delhivery Ltd Radico Khaitan Ltd Crompton Greaves Consumer Electricals Ltd Kaynes Technology India Ltd Karur Vysya Bank Ltd Computer Age Management Services Ltd Navin Fluorine International Ltd
   Fund Managers	NA
   Fund Type	Open-ended

4. 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	₹ 19.11 (as on 7th November, 2025)
   AUM	₹1,004.52 Crs
   Expense Ratio	2.21%
   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: 98.85%, Debt: 1.46%, Others: -0.27%
   Top Sectors	Consumer Discretionary Industrials Consumer Staples Diversified Energy & Utilities Financial Healthcare Materials Real Estate Technology
   Top Holdings	HDFC Bank Ltd ICICI Bank Ltd Reliance Industries Ltd Infosys Ltd State Bank of India Bharti Airtel Ltd Mahindra & Mahindra Ltd NTPC Ltd Larsen & Toubro Ltd Bharat Electronics Ltd
   Fund Managers	Krishnaa Narayan Nitin Arora
   Fund Type	Open-ended

5. 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	₹ 18.12 (as on 7th November, 2025)
   AUM	₹8,291.80 Crs
   Expense Ratio	1.78%
   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: 97.96%, Debt: 2.26%, Others: -0.22%
   Top Sectors	NA
   Top Holdings	HDFC Bank Ltd ICICI Bank Ltd Reliance Industries Ltd Fortis Healthcare Ltd Others CBLO Bharti Airtel Ltd Infosys Ltd Zomato Ltd Minda Corporation Ltd Bajaj Finance Ltd
   Fund Managers	Shreyash Devalkar Hitesh Das Nitin Arora
   Fund Type	Open-ended

6. 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	₹ 107.19 (as on 7th November, 2025)
   AUM	₹26,142.65 Crs
   Expense Ratio	1.6%
   Return 5 Years	25.88%
   Minimum Investment	SIP ₹1000 & Lumpsum ₹100
   Risk Level	Principal at very high risk
   Launch Date	29th November, 2013
   Asset Allocation	Equity: 91.04%, Debt: 10.83%, Others: -1.87%
   Top Sectors	Consumer Discretionary Industrials Consumer Staples Energy & Utilities Financial Healthcare Diversified Materials Technology Real Estate
   Top Holdings	Others CBLO Krishna Institute Of Medical Sciences Ltd Brigade Enterprises Ltd Cholamandalam Financial Holdings Ltd CCL Products (India) Ltd Kaynes Technology India Ltd JB Chemicals & Pharmaceuticals Ltd Multi Commodity Exchange Of India Ltd Net Receivables Blue Star Ltd
   Fund Managers	Mayank Hyanki Krishnaa Narayan Tejas Sheth
   Fund Type	Open-ended

7. 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	₹ 114.03 (as on 7th November, 2025)
   AUM	₹31,383.93 Crs
   Expense Ratio	1.56%
   Return 5 Years	21.84%
   Minimum Investment	SIP ₹1000 & Lumpsum ₹100
   Risk Level	Principal at very high risk
   Launch Date	18th February, 2011
   Asset Allocation	Equity: 91.64%, Debt: 8.38%, Others: -0.01%
   Top Sectors	Materials Real Estate Technology Energy & Utilities Financial Healthcare Consumer Discretionary Industrials Consumer Staples Diversified
   Top Holdings	Others CBLO Fortis Healthcare Ltd Coromandel International Ltd UNO Minda Ltd JK Cement Ltd The Indian Hotels Company Ltd Bharti Hexacom Ltd. GE T&D India Ltd Dixon Technologies (India) Ltd Schaeffler India Ltd
   Fund Managers	Krishnaa Narayan Shreyash Devalkar Nitin Arora
   Fund Type	Open-ended

8. 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	₹ 33.14 (as on 7th November, 2025)
   AUM	₹14,805.39 Crs
   Expense Ratio	1.68%
   Return 5 Years	21.67%
   Minimum Investment	SIP ₹1000 & Lumpsum ₹100
   Risk Level	Principal at very high risk
   Launch Date	22nd October, 2018
   Asset Allocation	Equity: 97.96%, Debt: 2.37%, Others: -0.33%
   Top Sectors	Consumer Discretionary Industrials Consumer Staples Diversified Energy & Utilities Financial Healthcare Materials Real Estate Technology
   Top Holdings	HDFC Bank Ltd ICICI Bank Ltd Reliance Industries Ltd Torrent Power Ltd Bharti Airtel Ltd GE T&D India Ltd Bajaj Finance Ltd Fortis Healthcare Ltd Infosys Ltd Zomato Ltd
   Fund Managers	Krishnaa Narayan Shreyash Devalkar Hitesh Das
   Fund Type	Open-ended

9. 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	₹ 18.86 (as on 7th November, 2025)
   AUM	₹1,184.41 Crs
   Expense Ratio	2.25%
   Return 5 Years	N/A
   Minimum Investment	SIP ₹1000 & Lumpsum ₹100
   Risk Level	Principal at very high risk
   Launch Date	24th December, 2020
   Asset Allocation	Equity: 99.46%, Debt: 2.87%, Others: -2.34%
   Top Sectors	Consumer Discretionary Industrials Consumer Staples Diversified Energy & Utilities Financial Healthcare Materials Technology
   Top Holdings	Bank Nifty Index October 2025 Future ICICI Bank Ltd HDFC Bank Ltd Info Edge (India) Ltd Zomato Ltd Reliance Industries Ltd Pidilite Industries Ltd Mahindra & Mahindra Ltd Linde India Ltd Hyundai Motor India Ltd.
   Fund Managers	Krishnaa Narayan Ashish Naik
   Fund Type	Open-ended

   

10. 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	₹ 21.41 (as on 7th November, 2025)
    AUM	₹3,431.21 Crs
    Expense Ratio	1.92%
    Return 5 Years	12.66%
    Minimum Investment	SIP ₹1000 & Lumpsum ₹100
    Risk Level	Principal at very high risk
    Launch Date	1st August, 2017
    Asset Allocation	Equity: 56.81%, Debt: 28.79%, Others: 13.27%
    Top Sectors	Consumer Discretionary Industrials Consumer Staples Energy & Utilities Financial Healthcare Materials Real Estate Technology
    Top Holdings	Cash Margin Reliance Industries Ltd HDFC Bank Ltd State Bank of India ICICI Bank Ltd Infosys Ltd Others CBLO Net Receivables 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.

SIP Calculator

I know my investment amount I know my goal amount

Monthly SIP Yearly SIP Lumpsum

I want to invest Pro Tip

Financial experts suggest that a person should invest 10-15% of their monthly income for long-term financial growth

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I want to invest for Pro Tip

Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively

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Expected return Pro Tip

Top 25% of investors consistently generate more than 12% return

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Total Wealth ₹22.4 L

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I want to save

I want to invest for Pro Tip

Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively

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Expected return Pro Tip

Top 25% of investors consistently generate more than 12% return

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Monthly Investment ₹22.4 L

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Top Funds with High Returns (Past 7 Years)

12.73%

Equity Pension

16.14%

Global Equity Index Funds Strategy

17.8%

High Growth Fund

15.5%

Pension India Consumption Fund

20.65%

Multi Cap Fund

14.57%

Accelerator Mid-Cap Fund II

16.03%

Multiplier

14.4%

Frontline Equity Fund

18.41%

Pension Mid Cap Fund

10.91%

Equity II Fund

13.87%

US Equity Fund

14.78%

Growth Opportunities Plus Fund

11.72%

Equity Top 250 Fund

13.81%

Future Apex Fund

11.55%

Pension Dynamic Equity Fund

14.07%

Accelerator Fund

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.