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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 (%) 2019 (%) Axis Focused 25 Fund Growth ₹30.2
↑ 0.13 ₹11,455 8.1 22.9 1 6.4 11.2 14.7 Axis Long Term Equity Fund Growth ₹47.6212
↑ 0.27 ₹21,836 7.7 16.9 -0.8 6.2 8.9 14.8 Axis Bluechip Fund Growth ₹32.04
↑ 0.25 ₹17,270 7.3 18.7 2 9.4 10.6 18.6 Axis Mid Cap Fund Growth ₹42.22
↑ 0.03 ₹6,732 9.5 20.6 9.3 9.9 10.3 11.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Oct 20
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 (%) 2019 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Axis Credit Risk Fund Growth ₹15.7923
↑ 0.01 ₹566 2.1 4.2 8.2 5.7 4.4 8.55% 1Y 4M 24D 2Y 6M Axis Strategic Bond Fund Growth ₹20.5902
↑ 0.01 ₹887 2.1 5.5 10.3 7.6 7.1 7.73% 3Y 1M 6D 4Y 8M 12D Axis Liquid Fund Growth ₹2,241.86
↑ 0.23 ₹24,817 0.8 1.9 4.7 6.4 6.6 3.36% 1M 13D 1M 14D Axis Dynamic Bond Fund Growth ₹22.7513
↑ 0.02 ₹992 0.8 7.6 13.2 9.1 11 6.78% 6Y 8Y 8M 12D Axis Short Term Fund Growth ₹23.5404
↑ 0.01 ₹8,115 1.4 6.1 10.4 8.4 9.8 5.07% 2Y 1M 6D 2Y 6M Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Oct 20
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 (%) 2019 (%) Axis Triple Advantage Fund Growth ₹22.0868
↑ 0.18 ₹447 7.1 17.3 5.6 7 7.7 15.3 Axis Arbitrage Fund Growth ₹14.4357
↑ 0.00 ₹2,622 0.8 1.7 4.2 5.5 5.7 5.8 Axis Regular Saver Fund Growth ₹20.875
↑ 0.07 ₹168 2.8 10 8.8 4.7 5.8 1.9 Axis Equity Saver Fund Growth ₹13.72
↑ 0.03 ₹676 4 11.3 3.2 5.8 6.4 8.3 Axis Dynamic Equity Fund Growth ₹11.59
↑ 0.04 ₹1,419 3.7 10.9 3.1 4.4 5.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Oct 20 1. Axis Liquid Fund
CAGR/Annualized return of 7.6% since its launch. Ranked 21 in Liquid Fund category. Return for 2019 was 6.6% , 2018 was 7.5% and 2017 was 6.7% . Axis Liquid Fund
Growth Launch Date 9 Oct 09 NAV (19 Oct 20) ₹2,241.86 ↑ 0.23 (0.01 %) Net Assets (Cr) ₹24,817 on 30 Sep 20 Category Debt - Liquid Fund AMC Axis Asset Management Company Limited Rating ☆☆☆☆ Risk Low Expense Ratio 0.16 Sharpe Ratio 0.36 Information Ratio 0 Alpha Ratio 0 Min Investment 500 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 3.36% Effective Maturity 1 Month 14 Days Modified Duration 1 Month 13 Days Growth of 10,000 investment over the years.
Date Value 30 Sep 15 ₹10,000 30 Sep 16 ₹10,787 30 Sep 17 ₹11,519 30 Sep 18 ₹12,343 30 Sep 19 ₹13,233 30 Sep 20 ₹13,879 Returns for Axis Liquid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Oct 20 Duration Returns 1 Month 0.3% 3 Month 0.8% 6 Month 1.9% 1 Year 4.7% 3 Year 6.4% 5 Year 6.7% 10 Year 15 Year Since launch 7.6% Historical performance (Yearly) on absolute basis
Year Returns 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% 2010 5.6% Fund Manager information for Axis Liquid Fund
Name Since Tenure Devang Shah 5 Nov 12 7.91 Yr. Aditya Pagaria 13 Aug 16 4.13 Yr. Data below for Axis Liquid Fund as on 30 Sep 20
Asset Allocation
Asset Class Value Cash 100% Debt Sector Allocation
Sector Value Cash Equivalent 93.38% Corporate 6.62% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity 182 DTB 15102020
Sovereign Bonds | -7% ₹1,623 Cr 162,500,000
↓ -57,500,000 182 DTB 26112020
Sovereign Bonds | -6% ₹1,493 Cr 150,000,000
↑ 150,000,000 91 DTB 29102020
Sovereign Bonds | -5% ₹1,342 Cr 134,500,000
↓ -10,000,000 91 DTB 03122020
Sovereign Bonds | -5% ₹1,293 Cr 130,000,000
↑ 130,000,000 91 DTB 05112020
Sovereign Bonds | -5% ₹1,181 Cr 118,500,000 91 DTB 26112020
Sovereign Bonds | -4% ₹1,025 Cr 103,000,000
↑ 3,000,000 91 DTB 01102020
Sovereign Bonds | -4% ₹1,000 Cr 100,000,000
↑ 100,000,000 91 DTB 10122020
Sovereign Bonds | -3% ₹745 Cr 75,000,000
↑ 75,000,000 91 DTB 22102020
Sovereign Bonds | -3% ₹734 Cr 73,500,000 182 DTB 19112020
Sovereign Bonds | -2% ₹582 Cr 58,500,000
↑ 23,500,000 2. Axis Focused 25 Fund
CAGR/Annualized return of 14.2% since its launch. Ranked 7 in Focused category. Return for 2019 was 14.7% , 2018 was 0.6% and 2017 was 45.2% . Axis Focused 25 Fund
Growth Launch Date 29 Jun 12 NAV (19 Oct 20) ₹30.2 ↑ 0.13 (0.43 %) Net Assets (Cr) ₹11,455 on 30 Sep 20 Category Equity - Focused AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.9 Sharpe Ratio -0.02 Information Ratio 0.02 Alpha Ratio -0.06 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 30 Sep 15 ₹10,000 30 Sep 16 ₹11,406 30 Sep 17 ₹14,069 30 Sep 18 ₹15,389 30 Sep 19 ₹16,905 30 Sep 20 ₹16,842 Returns for Axis Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Oct 20 Duration Returns 1 Month 1.8% 3 Month 8.1% 6 Month 22.9% 1 Year 1% 3 Year 6.4% 5 Year 11.2% 10 Year 15 Year Since launch 14.2% Historical performance (Yearly) on absolute basis
Year Returns 2019 14.7% 2018 0.6% 2017 45.2% 2016 4.6% 2015 3.9% 2014 38.8% 2013 5.8% 2012 2011 2010 Fund Manager information for Axis Focused 25 Fund
Name Since Tenure Jinesh Gopani 7 Jun 16 4.32 Yr. Data below for Axis Focused 25 Fund as on 30 Sep 20
Equity Sector Allocation
Sector Value Financial Services 31.33% Technology 13.1% Consumer Cyclical 12.78% Basic Materials 11.37% Energy 8.03% Consumer Defensive 6.8% Communication Services 4.88% Health Care 4.78% Asset Allocation
Asset Class Value Cash 3.91% Equity 96.09% Top Securities Holdings / Portfolio
Name Holding Value Quantity Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS9% ₹1,004 Cr 4,030,128 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE8% ₹920 Cr 4,117,824
↑ 71,034 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000348% ₹913 Cr 2,784,575 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | HDFCBANK7% ₹785 Cr 7,280,600 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK6% ₹692 Cr 5,456,886
↓ -700,000 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 5403766% ₹681 Cr 3,090,541
↑ 100,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 16 | MARUTI5% ₹622 Cr 923,088
↑ 50,000 Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | 5099305% ₹578 Cr 4,123,432
↑ 148,359 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jul 16 | NAUKRI5% ₹559 Cr 1,536,635
↑ 159,200 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB5% ₹547 Cr 1,795,329
↓ -287,000 3. Axis Gold Fund
CAGR/Annualized return of 5.2% since its launch. Return for 2019 was 23.1% , 2018 was 8.3% and 2017 was 0.7% . Axis Gold Fund
Growth Launch Date 20 Oct 11 NAV (19 Oct 20) ₹15.7378 ↑ 0.14 (0.87 %) Net Assets (Cr) ₹191 on 30 Sep 20 Category Gold - Gold AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 0.3 Sharpe Ratio 1.55 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 30 Sep 15 ₹10,000 30 Sep 16 ₹11,876 30 Sep 17 ₹10,780 30 Sep 18 ₹11,004 30 Sep 19 ₹13,442 30 Sep 20 ₹17,920 Returns for Axis Gold Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Oct 20 Duration Returns 1 Month -1.8% 3 Month 4.2% 6 Month 2.3% 1 Year 32% 3 Year 18.9% 5 Year 12.1% 10 Year 15 Year Since launch 5.2% Historical performance (Yearly) on absolute basis
Year Returns 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 2010 Fund Manager information for Axis Gold Fund
Name Since Tenure Devang Shah 7 Jun 16 4.32 Yr. Data below for Axis Gold Fund as on 30 Sep 20
Asset Allocation
Asset Class Value Cash 2.6% Other 97.4% Top Securities Holdings / Portfolio
Name Holding Value Quantity Axis Gold ETF
- | -97% ₹186 Cr 42,200,000
↑ 42,200,000 Clearing Corporation Of India Ltd
CBLO | -3% ₹6 Cr Net Receivables / (Payables)
Net Current Assets | -0% -₹1 Cr Axis Gold ETF
- | AXISGOLDEQ₹0 Cr 00
↓ -40,700,000 4. Axis Long Term Equity Fund
CAGR/Annualized return of 15.5% since its launch. Ranked 20 in ELSS category. Return for 2019 was 14.8% , 2018 was 2.7% and 2017 was 37.4% . Axis Long Term Equity Fund
Growth Launch Date 29 Dec 09 NAV (19 Oct 20) ₹47.6212 ↑ 0.27 (0.56 %) Net Assets (Cr) ₹21,836 on 30 Sep 20 Category Equity - ELSS AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio -0.07 Information Ratio 0.18 Alpha Ratio -2.93 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Sep 15 ₹10,000 30 Sep 16 ₹10,800 30 Sep 17 ₹12,640 30 Sep 18 ₹13,656 30 Sep 19 ₹15,310 30 Sep 20 ₹15,192 Returns for Axis Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Oct 20 Duration Returns 1 Month 1.3% 3 Month 7.7% 6 Month 16.9% 1 Year -0.8% 3 Year 6.2% 5 Year 8.9% 10 Year 15 Year Since launch 15.5% Historical performance (Yearly) on absolute basis
Year Returns 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% 2010 30% Fund Manager information for Axis Long Term Equity Fund
Name Since Tenure Jinesh Gopani 1 Apr 11 9.51 Yr. Data below for Axis Long Term Equity Fund as on 30 Sep 20
Equity Sector Allocation
Sector Value Financial Services 32.96% Consumer Cyclical 13.93% Consumer Defensive 12.6% Technology 11.82% Health Care 7.87% Basic Materials 7.38% Communication Services 6.54% Utility 3.74% Industrials 1.72% Asset Allocation
Asset Class Value Cash 1.44% Equity 98.56% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000348% ₹1,835 Cr 5,597,442
↑ 106,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS8% ₹1,788 Cr 7,173,985
↑ 600,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK7% ₹1,500 Cr 13,905,723
↓ -415,000 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 May 14 | NAUKRI7% ₹1,429 Cr 3,930,404
↑ 79,000 Nestle India Ltd (Consumer Defensive)
Equity, Since 31 Aug 14 | NESTLEIND6% ₹1,412 Cr 887,005
↑ 16,200 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 11 | KOTAKBANK6% ₹1,375 Cr 10,845,282
↓ -647,354 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 10 | MARUTI6% ₹1,288 Cr 1,910,742
↓ -38,461 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 5403765% ₹1,152 Cr 5,227,586
↑ 408,000 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND5% ₹993 Cr 6,920,272 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 17 | DIVISLAB4% ₹963 Cr 3,160,574
↓ -217,000 5. Axis Short Term Fund
CAGR/Annualized return of 8.3% since its launch. Ranked 26 in Short term Bond category. Return for 2019 was 9.8% , 2018 was 6.3% and 2017 was 5.9% . Axis Short Term Fund
Growth Launch Date 22 Jan 10 NAV (19 Oct 20) ₹23.5404 ↑ 0.01 (0.06 %) Net Assets (Cr) ₹8,115 on 30 Sep 20 Category Debt - Short term Bond AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately Low Expense Ratio 0.92 Sharpe Ratio 2.51 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 5.07% Effective Maturity 2 Years 6 Months Modified Duration 2 Years 1 Month 6 Days Growth of 10,000 investment over the years.
Date Value 30 Sep 15 ₹10,000 30 Sep 16 ₹10,888 30 Sep 17 ₹11,702 30 Sep 18 ₹12,217 30 Sep 19 ₹13,457 30 Sep 20 ₹14,828 Returns for Axis Short Term Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Oct 20 Duration Returns 1 Month 1% 3 Month 1.4% 6 Month 6.1% 1 Year 10.4% 3 Year 8.4% 5 Year 8.3% 10 Year 15 Year Since launch 8.3% Historical performance (Yearly) on absolute basis
Year Returns 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% 2010 Fund Manager information for Axis Short Term Fund
Name Since Tenure Devang Shah 5 Nov 12 7.91 Yr. Data below for Axis Short Term Fund as on 30 Sep 20
Asset Allocation
Asset Class Value Cash 6.59% Debt 93.41% Debt Sector Allocation
Sector Value Corporate 52.01% Government 39.76% Cash Equivalent 5.91% Securitized 2.33% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Food Corporation of India
Debentures | -7% ₹596 Cr 5,550 7.42% MH SDL 2022
Sovereign Bonds | -6% ₹452 Cr 43,247,500
↓ -5,000,000 Reliance Industries Limited
Debentures | -5% ₹384 Cr 3,650
↑ 400 Housing Development Finance Corporation Limited
Debentures | -3% ₹214 Cr 2,080 Mahindra & Mahindra Financial Services Limited
Debentures | -2% ₹188 Cr 1,850 Tata Capital Financial Services Limited
Debentures | -2% ₹187 Cr 1,500 5.77% GOI 2030
Sovereign Bonds | -2% ₹182 Cr 18,500,000
↓ -18,000,000 8.83% Govt Stock 2023
Sovereign Bonds | -2% ₹173 Cr 15,525,000 India Grid Trust
Debentures | -2% ₹167 Cr 1,640
↓ -100 7.27% Govt Stock 2026
Sovereign Bonds | -2% ₹166 Cr 15,500,000
↑ 15,000,000
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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