Axis

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.

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Top Performing Axis Mutual Fund in India for High Return

Asset Type

  • Equity
  • Commodities
  • Debt
  • Solution Oriented
  • Hybrid
  • Others

Category Type

  • Large Cap
  • Mid Cap
  • Small Cap
  • Flexi Cap
  • Index Fund
  • Large and Mid Cap
  • Multi Cap
  • ELSS
  • Banking & Financial
  • IT & Technology
  • Pharma & Healthcare
  • Infrastructure
  • FMCG
  • Focused
  • Value
  • Contra
  • Consumption Theme
  • Energy Sector
  • PSU Themes
  • MNC Themes
  • Others Sector
  • Other Themes
  • Dividend Yield
  • International Funds
  • Thematic-Infrastructure
  • Close ended equity scheme
  • ETFs
  • Manufacturing
  • Thematic Transportation
  • Overnight
  • Liquid
  • Ultra Short Duration
  • Low Duration
  • Money Market
  • Short Duration
  • Dynamic Bond
  • Corporate Bond
  • Medium Duration
  • Medium to Long Duration
  • Long Duration
  • Gilt
  • 10 yrs Gilt Fund
  • Credit Risk
  • Banking and PSU
  • Floater
  • FMP
  • Aggressive
  • Balanced Hybrid
  • Conservative
  • Equity Savings
  • Dynamic Asset Allocation
  • Multi Asset Allocation
  • Arbitrage Funds
  • Gold
  • Silver
  • Retirement Funds
  • Childrens Funds
  • Domestic Equity FoF
  • Domestic Deb FoF
  • Domestic Hybrid FoF
  • Domestic FoF
  • International FoF

Minimum SIP Amt.

  • ₹100 - ₹500
  • ₹500 - ₹1000
  • ₹1000 - ₹5000

Fund Option

  • Growth
  • Dividend
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Snapshot

Returns

Risk

Information

NAV Details

Compare Funds

Lumpsum 3Y P.a 20.69%
SIP 3Y P.a. 43.23%
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Lumpsum 3Y P.a 18.21%
SIP 3Y P.a. 37.08%
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Lumpsum 3Y P.a 17.95%
SIP 3Y P.a. 39.56%
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Lumpsum 3Y P.a 16.9%
SIP 3Y P.a. 17.79%
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Lumpsum 3Y P.a 16.9%
SIP 3Y P.a. 17.79%
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Lumpsum 3Y P.a 16.29%
SIP 3Y P.a. 43.83%
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Lumpsum 3Y P.a 15.68%
SIP 3Y P.a. 30.44%
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Lumpsum 3Y P.a 14.13%
SIP 3Y P.a. 31.54%
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Lumpsum 3Y P.a 13.8%
SIP 3Y P.a. 27.79%
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Lumpsum 3Y P.a 13.63%
SIP 3Y P.a. 28.7%
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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%
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Annual Rt 15.77%
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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
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Axis Mutual Fund Funds Return Calculator

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  • Invested Amount
  • Estimated Returns

  • Invested Amount ₹43,855
  • Interest Earned ₹6,145
Comparison of Top Axis Mutual Fund

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. 

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.

 

List of all Fund Managers

 List of all Axis Mutual Fund

 

Top 5 Axis Mutual Fund

 Top 5 Axis Mutual Fund

 

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.

 

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.

 

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.

 

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?

The invested amount in any particular scheme of Axis Mutual Fund can be switched or transferred to a different scheme of Axis MF. This can either be done as a lump sum or through periodic transfer called STP. An investor needs to fill the form of STP along with the details of the target as well as source scheme.

How to complete KYC to invest in Axis MF?

The KYC through PAN number is mandatory to invest in Axis Mutual Fund which can either be done offline by sending the physical copy of documents, or it can also be done online in a paperless manner through Video KYC.

When will I receive the consolidated account statement (CAS)?

The consolidated account statement is dispatched on or before the 10th day of every month through registered email ID.
How to analyse the risk associated in a fund?
The risk associated in a mutual fund can be analysed through the parameters like standard deviation and beta. Lower standard deviation means less volatility in the NAV.

What is the available frequency of STP in Axis Mutual Fund?

The frequency of STP can be weekly (transferred on every Wednesday), fortnightly (alternate Wednesday) or monthly (1st, 7th, 10th, 15th and 25th day of the month).

What is the proof of investment in Axis Mutual Funds?

The consolidated account statement is proof of investment in mutual funds. This statement is provided by the Axis Mutual Funds and consolidates all the financial transactions in all folios of the investor.

What are the available dates of Axis SIP?

The available dates for SIP in any scheme of Axis Mutual Fund are the 1st, 7th, 10th, 15th and 25th of every month.

How to get an expert’s assistance regarding investment in Axis Mutual Funds?

To get any kind of assistance regarding investment in regular plans of mutual funds, investors can connect with the experts at MySIPonline.
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