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Axis Mutual Fund
Axis Mutual Fund is one of the well-established fund houses in India. The Asset Management Company (AMC) managing the Mutual Fund schemes of Axis is Axis Asset Management Company Limited. Axis Mutual Fund is sponsored by Axis Bank (formerly known as Unit Trust of India), which is also a well-known private sector bank. Since its inception in 2009, the Mutual Fund company has its presence in more than 90 cities. Axis Mutual Fund offers nearly 50 Mutual Fund schemes across various categories in order to cater the diverse and growing requirements of the individuals.
Some of the prominent schemes of Axis Bank Mutual Fund include Axis Long Term Equity Fund, Axis Mid Cap Fund, and so on. Through Axis SIP Facility, individuals can invest in its Mutual Fund schemes in small amounts at regular intervals.
| AMC | Axis Mutual Fund |
|---|---|
| Date of Setup | September 04, 2009 |
| AUM | INR 79201.23 crore (Jun-30-2018) |
| CEO/MD | Mr. Chandresh Kumar Nigam |
| Compliance Officer | Mr. Darshan Kapadia |
| investor Service Officer | Mr. Milind Vengurlekar |
| Customer Care Number | 1800 221 322/ 1800 3000 3300 |
| Fax | 022 – 43255199 |
| Telephone | 022 – 43255161 |
| customerservice[AT]axismf.com | |
| Website | www.axismf.com |
About Axis Mutual Fund
Axis Mutual Fund helps people to plan for their future. With their consistent efforts and presence across multiple cities at Pan India level, Axis Mutual Fund has a customer base of nearly 2 million. The fund house gives more prominence towards risk management and planning. It aims to provide its clients quality financial and investment solutions so that investors feel financially secure and confident in achieving their goals. The investment philosophy of Axis Mutual Fund is based on three pillars that include:
- Outside-in (customer) view which strives to communicate with customers as per their convenient communication language
- Striving for long-term wealth creation, which aims to motivate investors to have a long-term investment perspective, and
- Maintaining long-term relationship wherein; the objective is to build relationships than being transactional
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Best Axis Mutual Fund Schemes
Axis Mutual Fund offers a number of Mutual Fund schemes across a range of categories to cater the diverse requirements of the individuals. So, let us understand the various categories and some of the best schemes under these categories.
Axis Equity Mutual Funds
These Mutual Fund schemes are a good option for long-term investments. Being market-linked, the returns on these schemes are not guaranteed. The risk-appetite of these schemes is also high. So, investors who are willing to take a high level of risk in their investments should only prefer Investing in these funds. Equity Funds are classified into Large cap funds, mid cap funds, and so on. Some of the best schemes of Axis Mutual Fund under equity category are as follows.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2020 (%) Axis Focused 25 Fund Growth ₹37.07
↑ 0.21 ₹14,699 -2.6 22.3 54.5 11.5 16.5 21 Axis Long Term Equity Fund Growth ₹60.0532
↑ 0.34 ₹27,216 -0.9 26.1 51.6 12.2 15.1 20.5 Axis Bluechip Fund Growth ₹38.22
↑ 0.34 ₹23,496 -2.5 18.7 43.4 13.9 15.5 19.7 Axis Mid Cap Fund Growth ₹53.57
↑ 0.11 ₹9,757 3.8 26 56.8 15.2 17.4 26 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Apr 21
Axis Debt Mutual Funds
Debt Mutual Funds invest their accumulated fund in fixed Income securities such as treasury bills, government Bonds, and much more. Individuals having a low-risk appetite can choose to invest in debt funds. The price of these schemes fluctuates less as compared to equity funds. Some of the best schemes in debt category of Axis are listed below as follows.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2020 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Axis Credit Risk Fund Growth ₹16.3436
↑ 0.01 ₹592 1.6 3.8 8.3 6.1 8.2 7.15% 1Y 4M 24D 2Y Axis Strategic Bond Fund Growth ₹21.1941
↑ 0.01 ₹1,234 0.8 3.2 9.3 7.7 10.5 6.64% 2Y 4M 24D 3Y 1M 6D Axis Liquid Fund Growth ₹2,275.48
↑ 0.19 ₹24,975 0.8 1.5 3.5 5.7 4.3 3.29% 1M 4D 1M 5D Axis Dynamic Bond Fund Growth ₹23.1724
↑ 0.02 ₹1,479 0.6 2.3 11.9 9.5 12.3 7.14% 6Y 1M 6D 8Y 8M 12D Axis Short Term Fund Growth ₹23.9534
↑ 0.01 ₹13,355 0.5 2 9 8.2 10.1 5.02% 1Y 7M 6D 2Y Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Apr 21
Axis Hybrid Funds
Hybrid funds invest its corpus in equity and fixed income instruments. It is also known as Balanced Fund and is suitable for investors looking for Capital appreciation in the long-term along with regular income. The proportion of equity and debt investments in these schemes is pre-determined and may change over a period of time. Some of the best schemes under the hybrid category of Axis Mutual Fund are as follows.
To provide a high level of liquidity with reasonable returns commensurating with low risk through a portfolio of money market and debt securities. However there can be no assurance that the investment objective of the scheme will be achieved. Axis Liquid Fund is a Debt - Liquid Fund fund was launched on 9 Oct 09. It is a fund with Low risk and has given a Below is the key information for Axis Liquid Fund Returns up to 1 year are on To generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of up to 25 companies. Axis Focused 25 Fund is a Equity - Focused fund was launched on 29 Jun 12. It is a fund with Moderately High risk and has given a Below is the key information for Axis Focused 25 Fund Returns up to 1 year are on To generate returns that closely correspond to returns generated by Axis Gold ETF. Axis Gold Fund is a Gold - Gold fund was launched on 20 Oct 11. It is a fund with Moderately High risk and has given a Below is the key information for Axis Gold Fund Returns up to 1 year are on To generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related securities. However, there can be no assurance that the investment objective of the Scheme will be achieved. Axis Long Term Equity Fund is a Equity - ELSS fund was launched on 29 Dec 09. It is a fund with Moderately High risk and has given a Below is the key information for Axis Long Term Equity Fund Returns up to 1 year are on To generate stable returns with a low risk strategy while maintaining liquidity through a portfolio comprising of debt and money market instruments. However, there can be no assurance that the investment objective of the scheme will be achieved. Axis Short Term Fund is a Debt - Short term Bond fund was launched on 22 Jan 10. It is a fund with Moderately Low risk and has given a Below is the key information for Axis Short Term Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2020 (%) Axis Triple Advantage Fund Growth ₹25.6112
↑ 0.22 ₹862 -0.3 16 39.1 10.8 10.7 18 Axis Arbitrage Fund Growth ₹14.6786
↓ -0.01 ₹3,058 1.1 1.7 3.5 5.1 5.5 4.1 Axis Regular Saver Fund Growth ₹22.3238
↓ -0.22 ₹223 0.2 7.1 18.7 6.1 7 13.8 Axis Equity Saver Fund Growth ₹15.13
↑ 0.08 ₹711 -0.2 9.9 24.9 8.1 8.7 11.6 Axis Dynamic Equity Fund Growth ₹12.64
↑ 0.06 ₹1,331 -0.2 8.7 22.7 6.3 10.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Apr 21 1. Axis Liquid Fund
CAGR/Annualized return of 7.4% since its launch. Ranked 21 in Liquid Fund category. Return for 2020 was 4.3% , 2019 was 6.6% and 2018 was 7.5% . Axis Liquid Fund
Growth Launch Date 9 Oct 09 NAV (14 Apr 21) ₹2,275.48 ↑ 0.19 (0.01 %) Net Assets (Cr) ₹24,975 on 28 Feb 21 Category Debt - Liquid Fund AMC Axis Asset Management Company Limited Rating ☆☆☆☆ Risk Low Expense Ratio 0.16 Sharpe Ratio -0.53 Information Ratio 0 Alpha Ratio 0 Min Investment 500 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 3.29% Effective Maturity 1 Month 5 Days Modified Duration 1 Month 4 Days Growth of 10,000 investment over the years.
Date Value 31 Mar 16 ₹10,000 31 Mar 17 ₹10,728 31 Mar 18 ₹11,461 31 Mar 19 ₹12,322 31 Mar 20 ₹13,092 31 Mar 21 ₹13,561 Returns for Axis Liquid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Apr 21 Duration Returns 1 Month 0.3% 3 Month 0.8% 6 Month 1.5% 1 Year 3.5% 3 Year 5.7% 5 Year 6.2% 10 Year 15 Year Since launch 7.4% Historical performance (Yearly) on absolute basis
Year Returns 2020 4.3% 2019 6.6% 2018 7.5% 2017 6.7% 2016 7.6% 2015 8.4% 2014 9.1% 2013 9.2% 2012 9.7% 2011 9% Fund Manager information for Axis Liquid Fund
Name Since Tenure Devang Shah 5 Nov 12 8.41 Yr. Aditya Pagaria 13 Aug 16 4.64 Yr. Data below for Axis Liquid Fund as on 28 Feb 21
Asset Allocation
Asset Class Value Cash 100% Debt Sector Allocation
Sector Value Cash Equivalent 76.26% Corporate 22.35% Government 1.4% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity 91 DTB 11032021
Sovereign Bonds | -4% ₹1,017 Cr 101,770,300 91 DTB 27052021
Sovereign Bonds | -3% ₹794 Cr 80,000,000
↑ 80,000,000 364 DTB 25032021
Sovereign Bonds | -2% ₹599 Cr 60,000,000 364 DTB 13052021
Sovereign Bonds | -2% ₹532 Cr 53,500,000
↑ 53,500,000 364 DTB 18032021
Sovereign Bonds | -2% ₹499 Cr 50,000,000
↓ -50,000,000 91 DTB 25032021
Sovereign Bonds | -2% ₹499 Cr 50,000,000 364 DTB 22042021
Sovereign Bonds | -2% ₹498 Cr 50,000,000
↑ 50,000,000 91 DTB 13052021
Sovereign Bonds | -1% ₹293 Cr 29,500,000
↑ 29,500,000 91 DTB 22042021
Sovereign Bonds | -1% ₹249 Cr 25,000,000
↑ 25,000,000 364 DTB 30032021
Sovereign Bonds | -1% ₹180 Cr 18,000,000 2. Axis Focused 25 Fund
CAGR/Annualized return of 16.1% since its launch. Ranked 7 in Focused category. Return for 2020 was 21% , 2019 was 14.7% and 2018 was 0.6% . Axis Focused 25 Fund
Growth Launch Date 29 Jun 12 NAV (13 Apr 21) ₹37.07 ↑ 0.21 (0.57 %) Net Assets (Cr) ₹14,699 on 28 Feb 21 Category Equity - Focused AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.9 Sharpe Ratio 0.66 Information Ratio 0.08 Alpha Ratio -6.37 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 16 ₹10,000 31 Mar 17 ₹12,513 31 Mar 18 ₹14,873 31 Mar 19 ₹16,026 31 Mar 20 ₹13,832 31 Mar 21 ₹22,164 Returns for Axis Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Apr 21 Duration Returns 1 Month -4.4% 3 Month -2.6% 6 Month 22.3% 1 Year 54.5% 3 Year 11.5% 5 Year 16.5% 10 Year 15 Year Since launch 16.1% Historical performance (Yearly) on absolute basis
Year Returns 2020 21% 2019 14.7% 2018 0.6% 2017 45.2% 2016 4.6% 2015 3.9% 2014 38.8% 2013 5.8% 2012 2011 Fund Manager information for Axis Focused 25 Fund
Name Since Tenure Jinesh Gopani 7 Jun 16 4.82 Yr. Hitesh Das 2 Nov 20 0.41 Yr. Data below for Axis Focused 25 Fund as on 28 Feb 21
Equity Sector Allocation
Sector Value Financial Services 34.81% Technology 14.59% Consumer Cyclical 14.08% Basic Materials 8.99% Consumer Defensive 7.93% Communication Services 5.65% Health Care 5.07% Energy 3.89% Utility 0.93% Asset Allocation
Asset Class Value Cash 0.62% Equity 99.38% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 50003410% ₹1,460 Cr 2,772,798
↑ 150,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS9% ₹1,328 Cr 4,587,249
↑ 600,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK9% ₹1,314 Cr 7,383,019
↑ 1,450,000 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 5403768% ₹1,165 Cr 3,891,056
↑ 599,840 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | HDFCBANK7% ₹1,052 Cr 6,853,600 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 18 | HDFC7% ₹1,029 Cr 4,053,901 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jul 16 | NAUKRI6% ₹831 Cr 1,691,475 Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | 5099305% ₹778 Cr 3,838,599
↑ 30,000 Pidilite Industries Ltd Shs Dematerialised (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND5% ₹744 Cr 4,412,425
↑ 200,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 16 | MARUTI5% ₹735 Cr 1,071,122
↑ 50,000 3. Axis Gold Fund
CAGR/Annualized return of 3.9% since its launch. Return for 2020 was 26.9% , 2019 was 23.1% and 2018 was 8.3% . Axis Gold Fund
Growth Launch Date 20 Oct 11 NAV (13 Apr 21) ₹14.3746 ↓ 0.00 (0.00 %) Net Assets (Cr) ₹212 on 28 Feb 21 Category Gold - Gold AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 0.3 Sharpe Ratio 0.32 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 16 ₹10,000 31 Mar 17 ₹9,994 31 Mar 18 ₹10,207 31 Mar 19 ₹10,527 31 Mar 20 ₹14,519 31 Mar 21 ₹14,556 Returns for Axis Gold Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Apr 21 Duration Returns 1 Month 4.3% 3 Month -5.6% 6 Month -8.4% 1 Year -4.6% 3 Year 13.3% 5 Year 8.3% 10 Year 15 Year Since launch 3.9% Historical performance (Yearly) on absolute basis
Year Returns 2020 26.9% 2019 23.1% 2018 8.3% 2017 0.7% 2016 10.7% 2015 -11.9% 2014 -11.4% 2013 -7.5% 2012 10.9% 2011 Fund Manager information for Axis Gold Fund
Name Since Tenure Devang Shah 7 Jun 16 4.82 Yr. Data below for Axis Gold Fund as on 28 Feb 21
Asset Allocation
Asset Class Value Cash 2.87% Other 97.13% Top Securities Holdings / Portfolio
Name Holding Value Quantity Axis Gold ETF
- | -97% ₹206 Cr 51,200,000
↑ 1,000,000 Clearing Corporation Of India Ltd
CBLO | -3% ₹7 Cr Net Receivables / (Payables)
Net Current Assets | -0% -₹1 Cr 4. Axis Long Term Equity Fund
CAGR/Annualized return of 17.2% since its launch. Ranked 20 in ELSS category. Return for 2020 was 20.5% , 2019 was 14.8% and 2018 was 2.7% . Axis Long Term Equity Fund
Growth Launch Date 29 Dec 09 NAV (13 Apr 21) ₹60.0532 ↑ 0.34 (0.57 %) Net Assets (Cr) ₹27,216 on 28 Feb 21 Category Equity - ELSS AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio 0.69 Information Ratio 0.22 Alpha Ratio -6.32 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 16 ₹10,000 31 Mar 17 ₹11,830 31 Mar 18 ₹13,816 31 Mar 19 ₹14,994 31 Mar 20 ₹13,208 31 Mar 21 ₹20,820 Returns for Axis Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Apr 21 Duration Returns 1 Month -4.2% 3 Month -0.9% 6 Month 26.1% 1 Year 51.6% 3 Year 12.2% 5 Year 15.1% 10 Year 15 Year Since launch 17.2% Historical performance (Yearly) on absolute basis
Year Returns 2020 20.5% 2019 14.8% 2018 2.7% 2017 37.4% 2016 -0.7% 2015 6.7% 2014 66.2% 2013 16.5% 2012 33.7% 2011 -14.8% Fund Manager information for Axis Long Term Equity Fund
Name Since Tenure Jinesh Gopani 1 Apr 11 10.01 Yr. Data below for Axis Long Term Equity Fund as on 28 Feb 21
Equity Sector Allocation
Sector Value Financial Services 36.13% Consumer Cyclical 12.99% Consumer Defensive 12.67% Technology 10.86% Basic Materials 8.11% Communication Services 7.06% Health Care 6.14% Utility 3.8% Industrials 1.66% Asset Allocation
Asset Class Value Cash 0.6% Equity 99.4% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000349% ₹2,523 Cr 4,792,826
↑ 73,578 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 5403768% ₹2,060 Cr 6,881,351
↑ 300,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS7% ₹1,871 Cr 6,463,794 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 May 14 | NAUKRI7% ₹1,871 Cr 3,809,775
↑ 234,942 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK7% ₹1,774 Cr 11,564,035
↓ -1,000,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 11 | KOTAKBANK6% ₹1,756 Cr 9,863,096
↑ 500,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFC6% ₹1,535 Cr 6,043,288 Nestle India Ltd Shs Dematerialised (Consumer Defensive)
Equity, Since 31 Aug 14 | NESTLEIND5% ₹1,387 Cr 861,600
↑ 50,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 10 | MARUTI5% ₹1,246 Cr 1,814,727
↓ -31,015 Pidilite Industries Ltd Shs Dematerialised (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND4% ₹1,105 Cr 6,552,262
↓ -200,000 5. Axis Short Term Fund
CAGR/Annualized return of 8.1% since its launch. Ranked 26 in Short term Bond category. Return for 2020 was 10.1% , 2019 was 9.8% and 2018 was 6.3% . Axis Short Term Fund
Growth Launch Date 22 Jan 10 NAV (12 Apr 21) ₹23.9534 ↑ 0.01 (0.03 %) Net Assets (Cr) ₹13,355 on 28 Feb 21 Category Debt - Short term Bond AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately Low Expense Ratio 0.92 Sharpe Ratio 1.64 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 5.02% Effective Maturity 2 Years Modified Duration 1 Year 7 Months 6 Days Growth of 10,000 investment over the years.
Date Value 31 Mar 16 ₹10,000 31 Mar 17 ₹10,890 31 Mar 18 ₹11,544 31 Mar 19 ₹12,387 31 Mar 20 ₹13,560 31 Mar 21 ₹14,634 Returns for Axis Short Term Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Apr 21 Duration Returns 1 Month 0.7% 3 Month 0.5% 6 Month 2% 1 Year 9% 3 Year 8.2% 5 Year 7.8% 10 Year 15 Year Since launch 8.1% Historical performance (Yearly) on absolute basis
Year Returns 2020 10.1% 2019 9.8% 2018 6.3% 2017 5.9% 2016 9.6% 2015 8.1% 2014 10% 2013 7.3% 2012 10.1% 2011 9.2% Fund Manager information for Axis Short Term Fund
Name Since Tenure Devang Shah 5 Nov 12 8.41 Yr. Data below for Axis Short Term Fund as on 28 Feb 21
Asset Allocation
Asset Class Value Cash 22.09% Debt 77.91% Debt Sector Allocation
Sector Value Corporate 58.55% Government 28.16% Cash Equivalent 11.85% Securitized 1.45% Credit Quality
Rating Value AA 6.94% AAA 93.06% Top Securities Holdings / Portfolio
Name Holding Value Quantity National Bank For Agriculture And Rural Development
Debentures | -4% ₹499 Cr 5,000
↑ 500 Food Corporation of India
Debentures | -4% ₹480 Cr 4,550 State Bank Of India
Debentures | -3% ₹377 Cr 3,800 7.42% MH SDL 2022
Sovereign Bonds | -2% ₹303 Cr 29,247,500
↓ -2,500,000 National Bank For Agriculture And Rural Development
Debentures | -2% ₹275 Cr 2,750
↑ 2,750 Housing Development Finance Corporation Limited
Debentures | -2% ₹275 Cr 2,680 Reliance Industries Limited
Debentures | -2% ₹249 Cr 2,400
↓ -1,000 Bank of Baroda
Debentures | -2% ₹201 Cr 1,950 364 DTB 25032021
Sovereign Bonds | -1% ₹200 Cr 20,000,000 Tata Capital Financial Services Limited
Debentures | -1% ₹191 Cr 1,500
Axis Mutual Fund Name Changes
After SEBI's (Securities and Exchange Board of India) circulation on re-categorisation and rationalisation of open-ended mutual funds, many Mutual Fund Houses are incorporating changes in their scheme names and categories. SEBI introduced new and broad categories in Mutual Funds in order to bring uniformity in similar schemes launched by the different Mutual Funds. This is to aim and ensure that investors can find it easier to compare the products and evaluate the different options available before investing in a scheme.
Here is a list of Axis schemes that got new names:
| Existing Scheme Name | New Scheme Name |
|---|---|
| Axis Constant Maturity 10 Year Fund | Axis Gilt Fund |
| Axis Corporate Debt Opportunities Fund | Axis Corporate Debt fund |
| Axis Enhanced Arbitrage Fund | Axis Arbitrage Fund |
| Axis Equity Fund | Axis Bluechip Fund |
| Axis Fixed Income Opportunities Fund | Axis Credit Risk Fund |
| Axis Income Saver | Axis Regular Saver Fund |
| Axis Income Fund | Axis Strategic Bond Fund |
*Note-The list will be updated as and when we get an insight about the changes in the scheme names.
Axis SIP or Axis Mutual Fund SIP
Systematic Investment plan or SIP is one of the best ways to invest in Mutual Funds. In this mode, individuals deposit small amounts at regular intervals. Popularly known as a goal-based investment, SIP helps individuals to attain their objectives by investing in small amounts. Axis Mutual Fund offers SIP mode of investment in most of its schemes with the minimum SIP amount being INR 500.
Axis SIP Calculator
sip calculator is also known as mutual fund calculator. This calculator shows individuals how their SIP investment grows over their mentioned timeframe in a virtual environment. It also shows how much savings an individual need to do today to attain their future objectives. Some of the input data that needs to be entered in the SIP Calculator include tenure of investment, amount of investment, expected the long-term growth rate in equity markets and expected long-term Inflation rate.
Know Your Monthly SIP Amount
Axis Mutual Fund Online
Axis Mutual Fund offers an online mode of investment in Mutual Funds. Through online mode, individuals can purchase and sell Mutual Fund units, view their holdings and check the performance of their scheme, complete the KYC process and much more. This helps individuals. For transacting through online mode, individuals can either visit a Mutual Fund distributor’s website or through the AMC’s website. However, it is suggested to invest through distributor’s website as individuals can find a number of schemes under one umbrella.
Axis Mutual Fund Account Statement
To generate Axis Mutual Fund account statement you need to visit the website and enter your Folio Number or PAN Number. Your Account Statement will be mailed to your email-id registered.
How to Invest in Axis Mutual Fund?
Open Free Investment Account for Lifetime at Fincash.com.
Complete your Registration and KYC Process
Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!
Axis Mutual Fund NAV
The NAV of various schemes of Axis Mutual Fund can be found on the AMFI’s website. It can also be found on the asset management company’s website. Both these websites show the current and historical NAV of Axis Mutual Fund.
Corporate Address
Axis House, First Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai – 400025
Sponsor(s)
Axis Bank Limited
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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