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Axis Mutual Fund | Axis Long Term Equity Fund | Axis SIP

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Axis Mutual Fund

Updated on June 23, 2022 , 5200 views

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.

Axis

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
Email 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.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
Axis Focused 25 Fund Growth ₹36.99
↑ 0.40
₹17,921-13.1-18.1-109.51024
Axis Long Term Equity Fund Growth ₹59.1313
↑ 0.70
₹29,584-12.8-18-10.89.49.924.5
Axis Bluechip Fund Growth ₹39.19
↑ 0.32
₹33,836-11.2-13.6-6.79.711.820.6
Axis Mid Cap Fund Growth ₹59.52
↑ 0.58
₹17,165-10.3-12.6-1.118.115.339.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jun 22

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.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2021 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Axis Credit Risk Fund Growth ₹17.1453
↑ 0.00
₹690-0.30.83.56.467.73%1Y 5M 12D1Y 10M 20D
Axis Liquid Fund Growth ₹2,371.53
↑ 0.30
₹25,21911.93.64.23.34.75%1M 3D1M 3D
Axis Strategic Bond Fund Growth ₹22.1593
↓ -0.01
₹1,745-0.50.43.175.27.44%2Y 3M 22D3Y 6M 14D
Axis Short Term Fund Growth ₹24.8416
↑ 0.00
₹7,780-0.20.72.76.43.56.63%1Y 6M2Y 3M 14D
Axis Dynamic Bond Fund Growth ₹23.3963
↑ 0.00
₹1,755-2.3-2.3-0.16.23.97.41%5Y 3M 14D7Y 5M 12D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jun 22

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.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
Axis Arbitrage Fund  Growth ₹15.3631
↓ 0.00
₹5,8680.91.83.84.253.8
Axis Triple Advantage Fund Growth ₹26.9603
↑ 0.16
₹1,667-9.5-11.8-2.610.79.322.8
Axis Regular Saver Fund Growth ₹23.3722
↑ 0.04
₹440-3.7-41.17.85.810.6
Axis Dynamic Equity Fund Growth ₹13.38
↑ 0.06
₹2,158-4.4-6.20.66.7 15.7
Axis Equity Saver Fund Growth ₹15.91
↑ 0.08
₹1,229-4.1-5.50.67.17.213.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jun 22

1. Axis Liquid Fund

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 CAGR/Annualized return of 7% since its launch.  Ranked 21 in Liquid Fund category.  Return for 2021 was 3.3% , 2020 was 4.3% and 2019 was 6.6% .

Below is the key information for Axis Liquid Fund

Axis Liquid Fund
Growth
Launch Date 9 Oct 09
NAV (24 Jun 22) ₹2,371.53 ↑ 0.30   (0.01 %)
Net Assets (Cr) ₹25,219 on 31 May 22
Category Debt - Liquid Fund
AMC Axis Asset Management Company Limited
Rating
Risk Low
Expense Ratio 0.23
Sharpe Ratio -2.05
Information Ratio 0
Alpha Ratio 0
Min Investment 500
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 4.75%
Effective Maturity 1 Month 3 Days
Modified Duration 1 Month 3 Days

Growth of 10,000 investment over the years.

DateValue
31 May 17₹10,000
31 May 18₹10,688
31 May 19₹11,498
31 May 20₹12,175
31 May 21₹12,569
31 May 22₹13,008

Axis Liquid Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹197,169.
Net Profit of ₹17,169
Invest Now

Returns for Axis Liquid Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jun 22

DurationReturns
1 Month 0.4%
3 Month 1%
6 Month 1.9%
1 Year 3.6%
3 Year 4.2%
5 Year 5.4%
10 Year
15 Year
Since launch 7%
Historical performance (Yearly) on absolute basis
YearReturns
2021 3.3%
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%
Fund Manager information for Axis Liquid Fund
NameSinceTenure
Devang Shah5 Nov 129.57 Yr.
Aditya Pagaria13 Aug 165.8 Yr.

Data below for Axis Liquid Fund as on 31 May 22

Asset Allocation
Asset ClassValue
Cash100%
Debt Sector Allocation
SectorValue
Cash Equivalent72.92%
Corporate20.32%
Government6.76%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
91 Dtb 07072022
Sovereign Bonds | -
4%₹993 Cr100,000,000
91 Dtb 21072022
Sovereign Bonds | -
3%₹694 Cr70,000,000
↑ 70,000,000
91 Dtb 13072022
Sovereign Bonds | -
3%₹675 Cr68,000,000
National Bank For Agriculture And Rural Development
Debentures | -
1%₹260 Cr2,600
91 Dtb 02062022
Sovereign Bonds | -
1%₹250 Cr25,000,000
91 Dtb 26052022
Sovereign Bonds | -
1%₹235 Cr23,500,000
Bajaj Finance Limited
Debentures | -
0%₹50 Cr500
Power Finance Corporation Ltd.
Debentures | -
0%₹50 Cr500
364 Dtb 26052022
Sovereign Bonds | -
0%₹50 Cr5,000,000
↓ -10,000,000
91 Dtb 30062022
Sovereign Bonds | -
0%₹45 Cr4,571,300

2. Axis Focused 25 Fund

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 CAGR/Annualized return of 14% since its launch.  Ranked 7 in Focused category.  Return for 2021 was 24% , 2020 was 21% and 2019 was 14.7% .

Below is the key information for Axis Focused 25 Fund

Axis Focused 25 Fund
Growth
Launch Date 29 Jun 12
NAV (24 Jun 22) ₹36.99 ↑ 0.40   (1.09 %)
Net Assets (Cr) ₹17,921 on 31 May 22
Category Equity - Focused
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.82
Sharpe Ratio -0.31
Information Ratio -0.47
Alpha Ratio -10.07
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.

DateValue
31 May 17₹10,000
31 May 18₹12,304
31 May 19₹12,689
31 May 20₹11,081
31 May 21₹17,776
31 May 22₹17,412

Axis Focused 25 Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for Axis Focused 25 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jun 22

DurationReturns
1 Month -2.2%
3 Month -13.1%
6 Month -18.1%
1 Year -10%
3 Year 9.5%
5 Year 10%
10 Year
15 Year
Since launch 14%
Historical performance (Yearly) on absolute basis
YearReturns
2021 24%
2020 21%
2019 14.7%
2018 0.6%
2017 45.2%
2016 4.6%
2015 3.9%
2014 38.8%
2013 5.8%
2012
Fund Manager information for Axis Focused 25 Fund
NameSinceTenure
Jinesh Gopani7 Jun 165.99 Yr.
Hitesh Das2 Nov 201.58 Yr.

Data below for Axis Focused 25 Fund as on 31 May 22

Equity Sector Allocation
SectorValue
Financial Services29.65%
Technology12.53%
Basic Materials10.59%
Health Care10.12%
Consumer Defensive8.72%
Communication Services6.67%
Consumer Cyclical6.6%
Energy3.42%
Utility1.5%
Asset Allocation
Asset ClassValue
Cash2.64%
Equity97.1%
Debt0.26%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
9%₹1,814 Cr5,115,190
↓ -6,546
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | BAJFINANCE
9%₹1,788 Cr2,679,385
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | DMART
9%₹1,670 Cr4,233,238
↑ 22,279
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB
7%₹1,362 Cr3,022,416
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
7%₹1,313 Cr7,334,838
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jul 16 | NAUKRI
6%₹1,228 Cr2,640,565
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND
6%₹1,182 Cr4,875,273
↓ -100,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 21 | ICICIBANK
5%₹940 Cr12,640,478
↑ 1,500,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 18 | HDFC
5%₹929 Cr4,165,919
↑ 290,758
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | BAJAJFINSV
4%₹707 Cr473,843

3. Axis Gold Fund

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 CAGR/Annualized return of 4.2% since its launch.  Return for 2021 was -4.7% , 2020 was 26.9% and 2019 was 23.1% .

Below is the key information for Axis Gold Fund

Axis Gold Fund
Growth
Launch Date 20 Oct 11
NAV (24 Jun 22) ₹15.5064 ↓ -0.04   (-0.25 %)
Net Assets (Cr) ₹262 on 31 May 22
Category Gold - Gold
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 0.4
Sharpe Ratio 0.04
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.

DateValue
31 May 17₹10,000
31 May 18₹10,624
31 May 19₹10,824
31 May 20₹15,647
31 May 21₹16,265
31 May 22₹16,844

Axis Gold Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for Axis Gold Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jun 22

DurationReturns
1 Month -0.9%
3 Month -1.3%
6 Month 4.7%
1 Year 6.8%
3 Year 13.2%
5 Year 11.1%
10 Year
15 Year
Since launch 4.2%
Historical performance (Yearly) on absolute basis
YearReturns
2021 -4.7%
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%
Fund Manager information for Axis Gold Fund
NameSinceTenure
Aditya Pagaria9 Nov 210.56 Yr.

Data below for Axis Gold Fund as on 31 May 22

Asset Allocation
Asset ClassValue
Cash3.5%
Other96.5%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Axis Gold ETF
- | -
99%₹263 Cr58,600,000
Clearing Corporation Of India Ltd
CBLO/Reverse Repo | -
1%₹3 Cr
Net Receivables / (Payables)
Net Current Assets | -
0%₹0 Cr

4. Axis Long Term Equity Fund

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 CAGR/Annualized return of 15.3% since its launch.  Ranked 20 in ELSS category.  Return for 2021 was 24.5% , 2020 was 20.5% and 2019 was 14.8% .

Below is the key information for Axis Long Term Equity Fund

Axis Long Term Equity Fund
Growth
Launch Date 29 Dec 09
NAV (24 Jun 22) ₹59.1313 ↑ 0.70   (1.20 %)
Net Assets (Cr) ₹29,584 on 31 May 22
Category Equity - ELSS
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.68
Sharpe Ratio -0.33
Information Ratio -0.46
Alpha Ratio -10.49
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 May 17₹10,000
31 May 18₹12,156
31 May 19₹12,766
31 May 20₹11,401
31 May 21₹17,783
31 May 22₹17,356

Axis Long Term Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for Axis Long Term Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jun 22

DurationReturns
1 Month -1.8%
3 Month -12.8%
6 Month -18%
1 Year -10.8%
3 Year 9.4%
5 Year 9.9%
10 Year
15 Year
Since launch 15.3%
Historical performance (Yearly) on absolute basis
YearReturns
2021 24.5%
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%
Fund Manager information for Axis Long Term Equity Fund
NameSinceTenure
Jinesh Gopani1 Apr 1111.18 Yr.

Data below for Axis Long Term Equity Fund as on 31 May 22

Equity Sector Allocation
SectorValue
Financial Services32.18%
Consumer Defensive13.83%
Technology11.92%
Basic Materials10.88%
Health Care8.67%
Consumer Cyclical7.53%
Communication Services6.35%
Utility4.58%
Industrials2.05%
Asset Allocation
Asset ClassValue
Cash2.01%
Equity97.99%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | BAJFINANCE
9%₹2,968 Cr4,448,282
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | DMART
9%₹2,716 Cr6,886,468
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS
9%₹2,716 Cr7,656,953
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 May 14 | NAUKRI
6%₹2,009 Cr4,320,273
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 11 | KOTAKBANK
6%₹1,951 Cr10,897,241
Nestle India Ltd (Consumer Defensive)
Equity, Since 31 Aug 14 | NESTLEIND
5%₹1,661 Cr905,880
↑ 20,363
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 17 | DIVISLAB
5%₹1,611 Cr3,576,182
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND
5%₹1,499 Cr6,186,570
↑ 33,595
Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 13 | TORNTPOWER
5%₹1,450 Cr27,193,611
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFC
4%₹1,414 Cr6,339,834
↓ -953,016

5. Axis Short Term Fund

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 CAGR/Annualized return of 7.6% since its launch.  Ranked 26 in Short term Bond category.  Return for 2021 was 3.5% , 2020 was 10.1% and 2019 was 9.8% .

Below is the key information for Axis Short Term Fund

Axis Short Term Fund
Growth
Launch Date 22 Jan 10
NAV (24 Jun 22) ₹24.8416 ↑ 0.00   (0.01 %)
Net Assets (Cr) ₹7,780 on 31 May 22
Category Debt - Short term Bond
AMC Axis Asset Management Company Limited
Rating
Risk Moderately Low
Expense Ratio 0.99
Sharpe Ratio -0.91
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 6.63%
Effective Maturity 2 Years 3 Months 14 Days
Modified Duration 1 Year 6 Months

Growth of 10,000 investment over the years.

DateValue
31 May 17₹10,000
31 May 18₹10,495
31 May 19₹11,426
31 May 20₹12,590
31 May 21₹13,445
31 May 22₹13,807

Axis Short Term Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹200,132.
Net Profit of ₹20,132
Invest Now

Returns for Axis Short Term Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jun 22

DurationReturns
1 Month 0.2%
3 Month -0.2%
6 Month 0.7%
1 Year 2.7%
3 Year 6.4%
5 Year 6.5%
10 Year
15 Year
Since launch 7.6%
Historical performance (Yearly) on absolute basis
YearReturns
2021 3.5%
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%
Fund Manager information for Axis Short Term Fund
NameSinceTenure
Devang Shah5 Nov 129.57 Yr.

Data below for Axis Short Term Fund as on 31 May 22

Asset Allocation
Asset ClassValue
Cash29.95%
Debt70.05%
Debt Sector Allocation
SectorValue
Corporate49.26%
Government35.18%
Cash Equivalent14.02%
Securitized1.53%
Credit Quality
RatingValue
AA15.47%
AAA84.53%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
5.63% Govt Stock 2026
Sovereign Bonds | -
5%₹482 Cr50,500,000
↑ 22,000,000
Axis Money Market Dir Gr
Investment Fund | -
4%₹380 Cr3,295,469
5.53% Govt Stock 2033
Sovereign Bonds | -
4%₹354 Cr35,662,000
↓ -9,500,000
Mahindra Rural Housing Finance Limited
Debentures | -
2%₹244 Cr2,500
Hero Fincorp Limited
Debentures | -
2%₹200 Cr2,000
National Bank For Agriculture And Rural Development
Debentures | -
2%₹198 Cr2,000
6.54% Govt Stock 2032
Sovereign Bonds | -
2%₹189 Cr20,000,000
↑ 20,000,000
National Bank For Agriculture And Rural Development
Debentures | -
2%₹185 Cr1,850
Reliance Industries Limited
Debentures | -
2%₹182 Cr1,750
LIC Housing Finance Limited
Debentures | -
2%₹176 Cr1,750

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

   
My Goal Amount:
Goal Tenure:
Years
Expected Annual Returns:
%
Total investment required is ₹3/month for 20 Years
  or   ₹257 one time (Lumpsum)
to achieve ₹5,000
Invest Now

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?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

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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

Disclaimer:
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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