Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0
Axis

Axis Mutual Fund

Invest in the best axis mutual fund via SIP

  • Total Funds 77
  • Average annual returns 5.26%

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 72 schemes, including 32 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 22.80% since its inception.

More

Top Performing Axis Mutual Fund in India for High Returns

Returns

SIP Returns

Risk

Information

NAV Details

Compare Funds

Filters 1

  • Historic Returns
  • Investment Returns
  • Monthly
  • Quarterly
  • Annual
  • Point to Point Return

Data in this table : Get historical returns. If 1Y column is 10% that means, fund has given 10% returns in last 1 year.

Select date points :

Submit
Fund Name AUM (Cr.) Fund Age 1W 1M 3M 6M YTD 1Y 2Y 3Y 5Y 10Y
699.09 13 years -1.02% 0.54% 14.77% 14.96% 13.39% 30.57% 19.85% 17.96% 14.56% 10.9% Invest
69.73 2 years -2.4% 2.44% 10.99% 7.62% 12.76% 30.38% 17.26% - - - Invest
164.28 2 years 4.25% 6.41% -1.01% 11.8% 8.82% 28.47% 14.89% - - - Invest
338.8 4 years -4.9% -2.63% 7.47% 9.75% 7.02% 18.99% 1.99% 0.87% - - Invest
6748.6 3 years 3.16% 4.35% -8.16% -12.21% -9.18% 16.32% 32.72% 18.92% - - Invest
784.67 3 years 3.2% 4.08% -6.91% -11.54% -7.62% 14.61% 31.39% 20.41% - - Invest
28380.17 14 years 3.24% 5.29% -8.86% -13.25% -9.38% 14.39% 26.89% 15.34% 26.29% 15.2% Invest
23139.08 11 years 4.08% 5.59% -9.41% -12.47% -10.35% 13.54% 26.1% 16.98% 32.6% 17.74% Invest
168.93 2 years 2.36% -4.84% -5.48% 3.67% -4.81% 13.24% 27.74% - - - Invest
2652.06 7 years 1.92% 3.02% -0.64% -3.5% -0.84% 12.95% 20.21% 13% 14.96% - Invest
1316.16 14 years 1.59% 3.06% -1.83% -5.77% -2.13% 12.48% 16.39% 8.2% 17.1% 9.45% Invest
897.24 9 years 2.4% 3.86% -2.31% -7.31% -2.82% 12.41% 15.47% 7.22% 16.78% - Invest
874.46 4 years 1.54% -3.4% 2.05% 5.75% 1.5% 12.02% 21.12% 11.91% - - Invest
340.55 5 years 3.17% 4.44% -5.3% -9.85% -5.64% 11.93% 21.63% 12.9% 16.18% - Invest
1529.76 6 years 2.75% 4.3% -2.02% -7.62% -2.22% 11.88% 17.08% 8.75% 17.2% - Invest
12125.4 7 years 3.59% 5.92% -6.56% -11.58% -6.88% 11.57% 21.94% 10.43% 19.38% - Invest
825.61 5 years 2.93% 4.59% -2.72% -8.31% -2.72% 11.08% 21.02% 11.52% 16.77% - Invest
5517.88 1 years 2.61% 5.8% -7.16% -15.11% -8.44% 10.84% - - - - Invest
445.1 3 years 4.16% 4.47% -13.11% -16.67% -13.81% 10.56% 36.17% 16.35% - - Invest
13522.21 6 years 3.24% 3.31% -6.67% -11.29% -6.88% 9.92% 27.32% 13.8% 26.9% - Invest
Fund Name AUM (Cr.) Risk 1W 1M 3M 6M YTD 1Y 2Y 3Y 5Y 10Y
Fund Name Mar-2025 Feb-2025 Jan-2025 Dec-2024 Nov-2024 Oct-2024 Sep-2024 Aug-2024 Jul-2024 Jun-2024 May-2024 Apr-2024
Fund Name 2025-Q1 2024-Q4 2024-Q3 2024-Q2 2024-Q1 2023-Q4 2023-Q3 2023-Q2 2023-Q1 2022-Q4 2022-Q3 2022-Q2
Fund Name 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Fund Name AUM (Cr.) Risk 1W 1M 3M 6M YTD 1Y 2Y 3Y 5Y 10Y
Fund Name AUM (Cr.) Initial NAV Final NAV NAV Change Absolute Ret. Annalized Ret.
Fund Name AUM (Cr.) Risk 6M 1Y 2Y 3Y 5Y 10Y From Launch
699.09 High
10.34%
32.24%
27.96%
24.01%
17.64%
14.37%
11.15%
Invest
69.73 Very High
4.95%
16.3%
19.71%
-
-
-
19.79%
Invest
164.28 Very High
-
-
-
-
-
-
-
Invest
338.8 Moderately High
7.42%
27.55%
16.5%
10.01%
-
-
4.01%
Invest
6748.6 Moderately High
-3.88%
-4.66%
17.52%
21.74%
-
-
20.84%
Invest
784.67 Very High
-3.97%
-5.45%
16.33%
21.46%
-
-
20.31%
Invest
28380.17 Very High
-4.15%
-8.6%
13.09%
16.99%
18.14%
17.51%
18.31%
Invest
23139.08 Very High
-4.31%
-6.79%
11.4%
16.8%
21.82%
20.14%
19.99%
Invest
168.93 Very High
-5.76%
1.86%
16.41%
-
-
-
20.72%
Invest
2652.06 Very High
0.2%
3.97%
13.99%
14.89%
13.19%
-
11.45%
Invest
1316.16 Very High
-0.64%
0.41%
10.48%
11.06%
10.75%
10.76%
10.08%
Invest
897.24 Very High
-0.89%
0.34%
9.34%
10.09%
10.3%
-
10.55%
Invest
874.46 Very High
-0.69%
9.01%
16.12%
16.77%
-
-
13.27%
Invest
340.55 Very High
-2.41%
-2.93%
13.12%
14.65%
13.07%
-
13.13%
Invest
1529.76 Very High
-0.77%
0.03%
10.13%
11.03%
11.03%
-
11.42%
Invest
12125.4 Very High
-2.51%
-4.74%
11.49%
13.54%
13.25%
-
13.53%
Invest
825.61 Very High
-0.9%
-1.07%
12.79%
14.16%
12.24%
-
12.32%
Invest
5517.88 Very High
-3.7%
-10.52%
-
-
-
-
1.3%
Invest
445.1 Very High
-6.5%
-14.41%
14.55%
22.19%
-
-
21.83%
Invest
13522.21 Very High
-4.48%
-8.08%
11.76%
16.13%
17.52%
-
18.47%
Invest
Fund Name Risk Standard Deviation Alpha Beta Sharpe Ratio
High
11.278%
-
-
0.941%
Invest
Very High
-
-
-
-
Invest
Very High
22.9%
-
-
-
Invest
Moderately High
25.479%
-
-
-
Invest
Moderately High
14.263%
4.882%
0.949%
0.881%
Invest
Very High
14.624%
4.878%
1.009%
0.892%
Invest
Very High
13.08%
-
0.85%
0.47%
Invest
Very High
11.78%
1.37%
0.68%
0.61%
Invest
Very High
-
-
-
-
Invest
Very High
8.096%
-
-
0.607%
Invest
Very High
10.251%
-
-
0.074%
Invest
Very High
10.93%
-
-
-
Invest
Very High
13.547%
-
-
0.555%
Invest
Very High
12.58%
-
-
0.305%
Invest
Very High
11.361%
-
1.138%
0.081%
Invest
Very High
14.57%
-
0.948%
0.141%
Invest
Very High
11.985%
-
-
0.274%
Invest
Very High
-
-
-
-
Invest
Very High
-
-
-
-
Invest
Very High
15.057%
1.093%
0.941%
0.476%
Invest
Fund Name Min SIP Min Lumpsum Expense Ratio Fund Manager Launch Date
₹100
₹100
0.5%
Aditya Pagaria
20-Oct 2011
Invest
₹1000
₹5000
0.71%
Aditya Pagaria
20-Sep 2022
Invest
₹100
₹100
0.37%
Aditya Pagaria
20-Sep 2022
Invest
₹100
₹100
1.57%
11-Feb 2021
Invest
₹100
₹100
1.81%
Shreyash Devalkar
16-Dec 2021
Invest
₹100
₹100
2.33%
Sachin Relekar
22-Sep 2021
Invest
₹100
₹100
1.58%
Shreyash Devalkar
18-Feb 2011
Invest
₹100
₹100
1.61%
Tejas Sheth
29-Nov 2013
Invest
₹100
₹100
0.69%
Krishnaa N
01-Nov 2022
Invest
₹100
₹100
2%
Devang Shah
01-Aug 2017
Invest
₹100
₹100
2.1%
Devang Shah
23-Aug 2010
Invest
₹1000
₹5000
2.28%
Devang Shah
08-Dec 2015
Invest
₹100
₹100
1.63%
Krishnaa N
24-Sep 2020
Invest
₹1000
₹5000
2.42%
Devang Shah
20-Dec 2019
Invest
₹100
₹500
2.16%
Devang Shah
09-Aug 2018
Invest
₹100
₹100
1.73%
Sachin Relekar
24-Nov 2017
Invest
₹1000
₹5000
2.27%
Devang Shah
20-Dec 2019
Invest
₹500
₹500
1.82%
Shreyash Devalkar
21-Dec 2023
Invest
₹100
₹100
1.02%
Karthik Kumar
10-Mar 2022
Invest
₹100
₹100
1.7%
Shreyash Devalkar
22-Oct 2018
Invest
Load More
Filters
Asset List
Category List
Amount
Fund Option1

Axis Mutual Fund Return Calculator

What you would like to Calculate?

Historical Returns

Future Value

Select Fund

Select Investment Type

SIP

Lumpsum

SIP amount (Monthly)

Tenure

Lumpsum amount

Tenure

Invested Amt.

+

Net Profit

=

Total Wealth

Select Investment Type

SIP

Lumpsum

Target Amount

SIP amount (Monthly)

Tenure (Years)
Annual Returns

Lumpsum Amount

Tenure(Years)
Annual Returns

Target Amount

Tenure (Years)
Annual Returns

  • Invested Amount
  • Estimated Returns

  • Invested Amount ₹43,855
  • Interest Earned ₹6,145

Comparison of Top Axis Mutual Fund

Key Information of Axis Mutual Fund

Here are the key details about the axis mutual fund AMC you should know:

Mutual Fund Name Axis Mutual Fund
AMC Name Axis Asset Management Company Limited
AMC Step Up Date 4th September 2009
Incorporation Date 13th January 2009
AMC Age 15 Years
Trustee Organisation Axis Mutual Fund Trustee Limited
Sponsor Name Axis Bank Limited
MD & CEO Mr. B Gopkumar
Investors Service Officer Ms. Millind Vengurlekar


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 the no. of schemes it offered 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 the Axis Equity Fund, its inaugural equity scheme.

Top 5 Axis Mutual Funds For High Growth In 2025

Here are the Top 5 Axis Mutual Funds to begin your SIP now:

Fund NameLaunch DateCategoryAUM (cr)3 Yrs Returns5 Yrs Returns
Axis Small Cap Fund 05-11-2013 Equity: Small Cap Rs. 24,760 16.52% 23.51%
Axis Growth Opp Fund 10-10-2018 Equity: Large & Mid Cap Rs. 14,099 16.33% 21.19%
Axis Midcap Fund 06-02-2011 Equity: Mid Cap Rs. 30,827 14.94% 20.10%
Axis Gold Fund 14-10-2011 Fund of Funds-Domestic-Gold Rs. 707 18.64% 14.48%
Axis Money Market Fund 05-08-2019 Debt: Money Market Rs. 15,979 6.74% 5.98%

* As on 01-02-2025

Fund Managers of Axis MF (Mutual Funds)

Below is a list of the expert Mutual Funds manager who looks after the Axis MF performance:

Fund ManagerCategoryTotal Experience (Yrs.)
R Sivakumar Debt 21
Sachin Jain Debt/Hybrid 16
Devang Shah Debt/Hybrid 21
Aditya Pagaria Debt/Hybrid 18
Shreyas Devalkar Equity 17
Mayank Hyanki Equity 10
Tejas Sheth Equity 20
Sachin Relakar Equity 23
Nitin Arora Equity 10
Hardik Shah Equity/Debt/Hybrid 16
Ashish Naik Equity/Hybrid 22
Ashish Naik Equity/Hybrid 22
Krishnaa N Equity/Hybrid 1
Jayesh Sundar Equity/Hybrid 6

* As On 01-02-2025

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.

Pro Tip: Aim for wealth using the SIP Calculator, quick pass to future returns.

How to Invest in Axis Mutual Fund via MySIPonline?

MySIPonline's user-friendly portal makes it easy to invest in Axis Mutual Funds in the following ways:

  • Go to MySIPonline & pick from a list of Top Axis Mutual Funds according to your investing objectives.
  • Add your selected fund, create a free account and enter the essential personal information.
  • Complete your profile after signing up online and paperless KYC procedure.
  • The required papers are PAN, Aadhar card, signature and bank proof.
  • Finalize your payment and wait for confirmation of your investment.
  • Keep track of your assets easily with your mysiponline.com account.

In short, investing via SIP is a paperless and strategic way to build yourself a strong wealth.

What is the Taxation on Axis Mutual Fund?

If you invest in Axis Mutual Fund, the tax on your gains depends on the type of fund and how long you hold it:

Equity Funds:

  • Short-Term Gains (STCG):If you sell within 1 year, the tax is 20%.
  • Long-Term Gains (LTCG):If you have held for more than 1 year and your gains are over Rs1.25 lakh, the tax is 12.5%.

Debt Funds:

  • Short-Term Gains (STCG):If sold before 3 years, tax is according to your income tax slab.
  • Long-Term Gains (LTCG):If held for more than 3 years, the tax is 20% with some inflation adjustments.

Pro Tip: Calculate within min via Tax Calculator, how much tax you are in for.

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.
alert-icon You can select three funds for compare. cross-icon

Fund Name Not Found.

Select Investment Type

Enter Amount

Plese Enter a Valid Amount !
  • ₹1,000
  • ₹3,000
  • ₹5,000

Select SIP Date

  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • 10
  • 11
  • 12
  • 13
  • 14
  • 15
  • 16
  • 17
  • 18
  • 19
  • 20
  • 21
  • 22
  • 23
  • 24
  • 25
  • 26
  • 27
  • 28
  • 29
  • 30
  • 31

Only Lumpsum investmentS available for this fund.

Add To Cart

Fund Suspended: Currently this fund is not available for Investments.

Fund Added Successfully!

Your selected fund has been added. Complete your investment now.