Axis Mutual Fund
Check list of all schemes, latest NAV, Returns and other important information
- Total Funds 218
- Average annual returns 20.56%
About Axis Mutual Fund
Axis Mutual Fund is the investment branch of Axis Bank, one of India's largest private banks. Founded in 2009, it's a collaboration between Axis Bank and Schroder Singapore Holdings Private Limited (SSHPL). it serves a total of 71 schemes, including 31 equity funds, 26 debt funds, 10 hybrid funds, and 4 commodities. It made history in 1994 as one of the first new private banks to open for business after the Government of India authorized the company's establishment. The bank's formation was the outcome of a partnership between the Administrator of the specified undertaking and the Unit Trust of India. Axis AMC is currently ranked 8th among mutual fund companies based on Assets Under Management (AUM). The flagship plan, Axis Small Cap Fund, has generated an outstanding average annualized return of 23.69% since its inception.
More-
Launched in
04-Sep-2009
-
AMC Age
15 Years
-
Website
https://www.axismf.com -
Email Address
customerservice@axismf.com
Top Performing Axis Mutual Fund in India for High Return
|
Lumpsum 3Y P.a
20.69%
|
SIP 3Y P.a.
43.23%
|
Return Vs Category
Low |
Risk Vs Category
Average |
Invest | |
|
Lumpsum 3Y P.a
18.21%
|
SIP 3Y P.a.
37.08%
|
Return Vs Category
Medium |
Risk Vs Category
High |
Invest | |
|
Lumpsum 3Y P.a
17.95%
|
SIP 3Y P.a.
39.56%
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
Lumpsum 3Y P.a
16.9%
|
SIP 3Y P.a.
17.79%
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
Lumpsum 3Y P.a
16.9%
|
SIP 3Y P.a.
17.79%
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
Lumpsum 3Y P.a
16.29%
|
SIP 3Y P.a.
43.83%
|
Return Vs Category
Low |
Risk Vs Category
Average |
Invest | |
|
Lumpsum 3Y P.a
15.68%
|
SIP 3Y P.a.
30.44%
|
Return Vs Category
High |
Risk Vs Category
High |
Invest | |
|
Lumpsum 3Y P.a
14.13%
|
SIP 3Y P.a.
31.54%
|
Return Vs Category
Low |
Risk Vs Category
High |
Invest | |
|
Lumpsum 3Y P.a
13.8%
|
SIP 3Y P.a.
27.79%
|
Return Vs Category
Low |
Risk Vs Category
Average |
Invest | |
|
Lumpsum 3Y P.a
13.63%
|
SIP 3Y P.a.
28.7%
|
Return Vs Category
High |
Risk Vs Category
Average |
Invest |
Short Term
Long Term
SIP
Rolling Term
1 Week
-1.04%
|
1 Month
-6.17%
|
3 Months
-0.92%
|
6 Months
13.7%
|
1 Year
33.76%
|
Invest | ||
1 Week
1.05%
|
1 Month
2.9%
|
3 Months
10.35%
|
6 Months
14.95%
|
1 Year
40.61%
|
Invest | ||
1 Week
0.84%
|
1 Month
2.78%
|
3 Months
10.58%
|
6 Months
20.01%
|
1 Year
42.99%
|
Invest | ||
1 Week
0.82%
|
1 Month
2.75%
|
3 Months
10.54%
|
6 Months
19.38%
|
1 Year
42.18%
|
Invest | ||
1 Week
0.82%
|
1 Month
2.75%
|
3 Months
10.54%
|
6 Months
19.38%
|
1 Year
42.18%
|
Invest | ||
1 Week
-0.31%
|
1 Month
-6.57%
|
3 Months
-1.11%
|
6 Months
15.68%
|
1 Year
43.55%
|
Invest | ||
1 Week
1.01%
|
1 Month
1.18%
|
3 Months
9.64%
|
6 Months
16.63%
|
1 Year
35.83%
|
Invest | ||
1 Week
1.87%
|
1 Month
4.28%
|
3 Months
11.44%
|
6 Months
23.15%
|
1 Year
40.26%
|
Invest | ||
1 Week
0.14%
|
1 Month
0.21%
|
3 Months
-1.28%
|
6 Months
14.56%
|
1 Year
20.84%
|
Invest | ||
1 Week
1.22%
|
1 Month
3.44%
|
3 Months
13.17%
|
6 Months
20.23%
|
1 Year
41.18%
|
Invest |
2 Years
27.44%
|
3 Years
20.69%
|
5 Years
26.86%
|
Annual Rt
23.77%
|
Invest | ||
2 Years
26.44%
|
3 Years
18.21%
|
5 Years
-
|
Annual Rt
18.84%
|
Invest | ||
2 Years
25.61%
|
3 Years
17.95%
|
5 Years
24.77%
|
Annual Rt
22.34%
|
Invest | ||
2 Years
24.53%
|
3 Years
16.9%
|
5 Years
23.96%
|
Annual Rt
21.66%
|
Invest | ||
2 Years
24.53%
|
3 Years
16.9%
|
5 Years
23.96%
|
Annual Rt
21.66%
|
Invest | ||
2 Years
27.52%
|
3 Years
16.29%
|
5 Years
22.84%
|
Annual Rt
19.11%
|
Invest | ||
2 Years
20.74%
|
3 Years
15.68%
|
5 Years
-
|
Annual Rt
17.91%
|
Invest | ||
2 Years
22.01%
|
3 Years
14.13%
|
5 Years
-
|
Annual Rt
18.23%
|
Invest | ||
2 Years
16.83%
|
3 Years
13.8%
|
5 Years
12.09%
|
Annual Rt
6.09%
|
Invest | ||
2 Years
20.63%
|
3 Years
13.63%
|
5 Years
-
|
Annual Rt
15.77%
|
Invest |
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest |
1 Year
0%
|
3 Years
0%
|
5 Years
0%
|
Invest | ||
1 Year
0%
|
3 Years
0%
|
5 Years
0%
|
Invest | ||
1 Year
0%
|
3 Years
0%
|
5 Years
0%
|
Invest | ||
1 Year
0%
|
3 Years
0%
|
5 Years
0%
|
Invest | ||
1 Year
0%
|
3 Years
0%
|
5 Years
0%
|
Invest | ||
1 Year
0%
|
3 Years
0%
|
5 Years
0%
|
Invest | ||
1 Year
0%
|
3 Years
0%
|
5 Years
0%
|
Invest | ||
1 Year
0%
|
3 Years
0%
|
5 Years
0%
|
Invest | ||
1 Year
0%
|
3 Years
0%
|
5 Years
0%
|
Invest | ||
1 Year
0%
|
3 Years
0%
|
5 Years
0%
|
Invest |
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest |
Min SIP
₹100
|
Min Lumpsum
₹100
|
Expense Ratio
1.62%
|
Fund Manager
Tejas Sheth
|
Launch Date
05-Nov 2013
|
Invest | ||
Min SIP
₹100
|
Min Lumpsum
₹100
|
Expense Ratio
2.17%
|
Fund Manager
Ashish Naik
|
Launch Date
30-Jun 2021
|
Invest | ||
Min SIP
₹100
|
Min Lumpsum
₹100
|
Expense Ratio
1.69%
|
Fund Manager
Shreyash Devalkar
|
Launch Date
10-Oct 2018
|
Invest | ||
Min SIP
₹100
|
Min Lumpsum
₹100
|
Expense Ratio
1.69%
|
Fund Manager
Shreyash Devalkar
|
Launch Date
15-Oct 2018
|
Invest | ||
Min SIP
₹100
|
Min Lumpsum
₹100
|
Expense Ratio
1.69%
|
Fund Manager
Shreyash Devalkar
|
Launch Date
15-Oct 2018
|
Invest | ||
Min SIP
₹100
|
Min Lumpsum
₹100
|
Expense Ratio
1.57%
|
Fund Manager
Shreyash Devalkar
|
Launch Date
06-Feb 2011
|
Invest | ||
Min SIP
₹100
|
Min Lumpsum
₹100
|
Expense Ratio
0.92%
|
Fund Manager
Ashish Naik
|
Launch Date
05-Oct 2019
|
Invest | ||
Min SIP
₹100
|
Min Lumpsum
₹100
|
Expense Ratio
2.22%
|
Fund Manager
Ashish Naik
|
Launch Date
05-Dec 2020
|
Invest | ||
Min SIP
₹100
|
Min Lumpsum
₹100
|
Expense Ratio
0.5%
|
Fund Manager
Aditya Pagaria
|
Launch Date
14-Oct 2011
|
Invest | ||
Min SIP
₹1000
|
Min Lumpsum
₹5000
|
Expense Ratio
2.38%
|
Fund Manager
Devang Shah
|
Launch Date
20-Dec 2019
|
Invest |
Latest NAV
103.81(30-10-2024)
|
Previous NAV
103.81(30-10-2024)
|
NAV Change
-1.0204%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
16.55(30-10-2024)
|
Previous NAV
16.55(30-10-2024)
|
NAV Change
-1.5995%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
31.91(29-10-2024)
|
Previous NAV
31.91(29-10-2024)
|
NAV Change
-0.6254%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
21.63(29-10-2024)
|
Previous NAV
21.63(29-10-2024)
|
NAV Change
-0.6461%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
21.63(29-10-2024)
|
Previous NAV
21.63(29-10-2024)
|
NAV Change
-0.6461%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
109.74(30-10-2024)
|
Previous NAV
109.74(30-10-2024)
|
NAV Change
-1.2673%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
21.3575(30-10-2024)
|
Previous NAV
21.3575(30-10-2024)
|
NAV Change
-1.0837%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
18.30(29-10-2024)
|
Previous NAV
18.30(29-10-2024)
|
NAV Change
-0.7242%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
23.6319(30-10-2024)
|
Previous NAV
23.6319(30-10-2024)
|
NAV Change
0.8549%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
19.50(30-10-2024)
|
Previous NAV
19.50(30-10-2024)
|
NAV Change
-0.5171%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest |
Axis Mutual Fund Funds Return Calculator
Historical Returns
Future Value
Invested Amt.
+Net Profit
=Total Wealth
- Invested Amount
- Estimated Returns
- Invested Amount ₹43,855
- Interest Earned ₹6,145
Explore Other Popular Calculators
Investment Strategy
Axis Mutual Fund House is known for focusing on growth when they invest. They have a skilled research team that's really good at finding companies that are likely to grow quickly. Their main approach is to look closely at each company, choosing ones that are making more money and are expected to do well in the future. Because of this careful picking, their investments often include companies that bring back high returns over the long run. This detailed attention to each company helps Axis discover hidden winners, making it a favorite choice for investors who want their money to grow steadily.Â
Head of Equity & Debt Team
Mr. Ashish Kumar Gupta (CIO)
Mr. Ashish Gupta has joined Axis Asset Management Company (AMC) as Chief Investment Officer to boost the mutual fund's leadership. Mr. Gupta, a former Head of Equity Research at Credit Suisse, has over 25 years of experience covering Indian markets in 15 industries. He has a thorough understanding of global and regional macroeconomics, as he actively covers 130 stocks with a total market capitalization of more than $2 trillion. He previously served as Credit Suisse's Head of APAC Banks Research, overseeing the banking sector in 13 Asian economies. Notably, Mr. Gupta, who discovered the asset quality cycle in Indian banks in 2011, has written several influential papers, including the well-known "House of Debt" report.
Â
List of all Fund Managers
Â
Â
Top 5 Axis Mutual Fund
Â
Â
History of Axis Mutual Fund
Axis Mutual Fund is an Indian asset management company, that emerged in 2009, it is a trust established under the Indian Trusts Act of 1882.
In September 2019, it expanded its offerings by introducing an index fund, the Axis Nifty 100 Index Fund, based on the Nifty 100.
This was followed by the launch of the ESG (Environmental, Social, and Governance) fund on January 22, 2020, showcasing the company's commitment to responsible and sustainable investment practices. Axis Mutual Funds initiated its operations in 2009, introducing its inaugural equity scheme, Axis Equity Fund.
Â
HOW TO SELECT AXIS MUTUAL FUND?
To choose the Best Axis Mutual Fund follow these steps:
- Decide on specific investing targets that are in line with your reachable objectives.
- Determine your level of risk tolerance and set limits for your financial choices.
- Spread your money over several industries by embracing diversification.
- Become knowledgeable by doing extensive study before investing in a certain fund.
- Keep a close eye on your investments and change as required.
- Seek expert guidance when navigating mutual fund market's swings.
- Your investments are protected when they are properly monitored.
To summarize, keep these factors in mind before making any mutual fund investment, use SIP Calculator to know the approx value of investment returns.
Â
HOW TO INVEST IN AXIS MUTUAL FUND VIA MYSIPONLINE?
Mysiponline's user-friendly portal makes it easy to invest in Axis Mutual Funds.
- Begin by going to mysiponline.com and picking from a list of Top Axis Mutual Funds according to your investing objectives.
- To proceed with adding your selected fund, create a free account and enter the essential personal information.
- Complete your profile after signing up, including the online and paperless KYC procedure.
- The required papers are PAN, Aadhar card, signature, and bank proof.
- Explore and add mutual funds to your cart depending on your criteria.
- Finalize your payment and wait for confirmation of your investment.
Keep track of your assets easily with your mysiponline.com account.
To sum up, investing in Online SIP through Mysiponline's user-friendly platform is simple and efficient, resulting in a hassle-free investing experience for investors.
Â
WHAT IS THE TAXATION ON AXIS MUTUAL FUND?
The taxation of Axis Mutual Funds depends on which category they fall under equity or debt.
Equity-Oriented Mutual Funds
- Short-term Capital Gains (STCG): Taxed at a flat rate of 15% if units are sold within one year of purchase.
- Long-term Capital Gains (LTCG): Gains exceeding Rs. 1 lakh in a financial year are taxed at 10% without indexation if units are sold after one year.
Debt-Oriented Mutual Funds
- Short-term Capital Gains (STCG): Taxed according to the investor's income tax slab rate if units are sold within three years of purchase.
- Long-term Capital Gains (LTCG): Taxed at a rate of 20% with the benefit of indexation if units are sold after three years.
Frequently Asked Questions
How to switch investments from one fund to another fund of Axis Mutual Funds?
How to complete KYC to invest in Axis MF?
When will I receive the consolidated account statement (CAS)?
What is the available frequency of STP in Axis Mutual Fund?
What is the proof of investment in Axis Mutual Funds?
What are the available dates of Axis SIP?
How to get an expert’s assistance regarding investment in Axis Mutual Funds?
Explore Other AMC’s
Top Videos and Blogs of Axis Mutual Fund
Videos
Blogs