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

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Axis Mutual Fund

Updated on January 15, 2021 , 2510 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 (%)2020 (%)
Axis Focused 25 Fund Growth ₹37.48
↓ -0.59
₹13,35925.636.219.911.618.121
Axis Long Term Equity Fund Growth ₹59.8042
↓ -0.82
₹25,61827.43719.71215.620.5
Axis Bluechip Fund Growth ₹38.76
↓ -0.48
₹20,48022.932.819.414.916.619.7
Axis Mid Cap Fund Growth ₹50.95
↓ -0.67
₹7,87821.633.925.613.816.826
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Jan 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.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2020 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Axis Credit Risk Fund Growth ₹16.0873
↓ 0.00
₹5701.93.986.18.27.77%1Y 6M2Y 1M 6D
Axis Strategic Bond Fund Growth ₹21.0043
↓ -0.01
₹1,02524.110.3810.56.77%3Y 3M 18D4Y 10M 24D
Axis Liquid Fund Growth ₹2,257.98
↑ 0.19
₹27,8680.71.64.264.32.94%26D1M 5D
Axis Dynamic Bond Fund Growth ₹23.0238
↓ 0.00
₹1,3581.3212.29.712.36.41%6Y 2M 12D8Y 10M 24D
Axis Short Term Fund Growth ₹23.8133
↓ -0.01
₹14,3621.22.79.78.610.14.73%2Y 6M3Y 1M 6D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Jan 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.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
Axis Triple Advantage Fund Growth ₹25.5215
↓ -0.17
₹63017.325.117.210.91218
Axis Arbitrage Fund  Growth ₹14.5354
↑ 0.01
₹2,6650.61.43.95.35.64.1
Axis Regular Saver Fund Growth ₹22.1791
↓ -0.07
₹2106.89.713.367.313.8
Axis Equity Saver Fund Growth ₹15.08
↓ -0.08
₹70310.615.8118.3911.6
Axis Dynamic Equity Fund Growth ₹12.59
↓ -0.10
₹1,4299.413.59.86.3 10.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Jan 21

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 7.5% since its launch.  Ranked 21 in Liquid Fund category.  Return for 2020 was 4.3% , 2019 was 6.6% and 2018 was 7.5% .

Below is the key information for Axis Liquid Fund

Axis Liquid Fund
Growth
Launch Date 9 Oct 09
NAV (17 Jan 21) ₹2,257.98 ↑ 0.19   (0.01 %)
Net Assets (Cr) ₹27,868 on 30 Nov 20
Category Debt - Liquid Fund
AMC Axis Asset Management Company Limited
Rating
Risk Low
Expense Ratio 0.16
Sharpe Ratio -0.09
Information Ratio 0
Alpha Ratio 0
Min Investment 500
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 2.94%
Effective Maturity 1 Month 5 Days
Modified Duration 26 Days

Growth of 10,000 investment over the years.

DateValue
31 Dec 15₹10,000
31 Dec 16₹10,764
31 Dec 17₹11,487
31 Dec 18₹12,343
31 Dec 19₹13,163
31 Dec 20₹13,725

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 ₹200,132.
Net Profit of ₹20,132
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 17 Jan 21

DurationReturns
1 Month 0.2%
3 Month 0.7%
6 Month 1.6%
1 Year 4.2%
3 Year 6%
5 Year 6.5%
10 Year
15 Year
Since launch 7.5%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Devang Shah5 Nov 128.16 Yr.
Aditya Pagaria13 Aug 164.39 Yr.

Data below for Axis Liquid Fund as on 30 Nov 20

Asset Allocation
Asset ClassValue
Cash100%
Debt Sector Allocation
SectorValue
Cash Equivalent73.69%
Corporate26.21%
Government0.1%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
91 DTB 11032021
Sovereign Bonds | -
7%₹1,857 Cr186,770,300
↑ 186,770,300
91 DTB 7012021
Sovereign Bonds | -
5%₹1,294 Cr129,500,000
91 DTB 25022021
Sovereign Bonds | -
2%₹530 Cr53,226,700
91 DTB11022021
Sovereign Bonds | -
2%₹498 Cr50,000,000
↑ 50,000,000
91 DTB 25032021
Sovereign Bonds | -
2%₹497 Cr50,000,000
↑ 50,000,000
364 DTB 28012021
Sovereign Bonds | -
2%₹494 Cr49,492,500
↓ -10,000,000
182 DTB 18022021
Sovereign Bonds | -
1%₹374 Cr37,500,000
↑ 25,000,000
91 DTB 28012021
Sovereign Bonds | -
1%₹309 Cr31,000,000
91 DTB 01042021
Sovereign Bonds | -
1%₹190 Cr19,154,600
↑ 19,154,600
364 DTB 30032021
Sovereign Bonds | -
1%₹174 Cr17,500,000
↑ 17,500,000

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 16.7% since its launch.  Ranked 7 in Focused category.  Return for 2020 was 21% , 2019 was 14.7% and 2018 was 0.6% .

Below is the key information for Axis Focused 25 Fund

Axis Focused 25 Fund
Growth
Launch Date 29 Jun 12
NAV (15 Jan 21) ₹37.48 ↓ -0.59   (-1.55 %)
Net Assets (Cr) ₹13,359 on 30 Nov 20
Category Equity - Focused
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.9
Sharpe Ratio 0.41
Information Ratio 0.14
Alpha Ratio 4.22
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 Dec 15₹10,000
31 Dec 16₹10,456
31 Dec 17₹15,177
31 Dec 18₹15,273
31 Dec 19₹17,511
31 Dec 20₹21,190

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 ₹481,656.
Net Profit of ₹181,656
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 17 Jan 21

DurationReturns
1 Month 4.2%
3 Month 25.6%
6 Month 36.2%
1 Year 19.9%
3 Year 11.6%
5 Year 18.1%
10 Year
15 Year
Since launch 16.7%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Jinesh Gopani7 Jun 164.57 Yr.
Hitesh Das2 Nov 200.16 Yr.

Data below for Axis Focused 25 Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Financial Services33.75%
Technology13.84%
Consumer Cyclical13.44%
Basic Materials11.41%
Energy6.69%
Consumer Defensive6.35%
Communication Services5.61%
Health Care5.55%
Asset Allocation
Asset ClassValue
Cash1.37%
Equity98.63%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
10%₹1,389 Cr2,622,798
↓ -188,297
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
9%₹1,264 Cr4,415,128
↑ 200,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
8%₹1,144 Cr5,733,019
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 18 | HDFC
7%₹1,055 Cr4,123,789
↑ 680,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | HDFCBANK
7%₹984 Cr6,853,600
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
7%₹960 Cr4,836,824
↑ 250,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
6%₹912 Cr3,299,541
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jul 16 | NAUKRI
6%₹805 Cr1,691,475
↑ 35,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 16 | MARUTI
5%₹781 Cr1,021,122
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND
5%₹735 Cr4,162,425

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 4.7% since its launch.  Return for 2020 was 26.9% , 2019 was 23.1% and 2018 was 8.3% .

Below is the key information for Axis Gold Fund

Axis Gold Fund
Growth
Launch Date 20 Oct 11
NAV (15 Jan 21) ₹15.2544 ↑ 0.10   (0.65 %)
Net Assets (Cr) ₹197 on 30 Nov 20
Category Gold - Gold
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 0.3
Sharpe Ratio 1.27
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 Dec 15₹10,000
31 Dec 16₹11,070
31 Dec 17₹11,149
31 Dec 18₹12,074
31 Dec 19₹14,858
31 Dec 20₹18,848

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 ₹415,684.
Net Profit of ₹115,684
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 17 Jan 21

DurationReturns
1 Month 0.7%
3 Month -1.8%
6 Month 0.1%
1 Year 23.4%
3 Year 16.9%
5 Year 12.8%
10 Year
15 Year
Since launch 4.7%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Devang Shah7 Jun 164.57 Yr.

Data below for Axis Gold Fund as on 30 Nov 20

Asset Allocation
Asset ClassValue
Cash1.55%
Other98.45%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Axis Gold ETF
- | -
98%₹206 Cr47,200,000
↑ 2,000,000
Clearing Corporation Of India Ltd
CBLO | -
2%₹4 Cr
Net Receivables / (Payables)
Net Current Assets | -
0%-₹1 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 17.6% since its launch.  Ranked 20 in ELSS category.  Return for 2020 was 20.5% , 2019 was 14.8% and 2018 was 2.7% .

Below is the key information for Axis Long Term Equity Fund

Axis Long Term Equity Fund
Growth
Launch Date 29 Dec 09
NAV (15 Jan 21) ₹59.8042 ↓ -0.82   (-1.36 %)
Net Assets (Cr) ₹25,618 on 30 Nov 20
Category Equity - ELSS
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.72
Sharpe Ratio 0.43
Information Ratio 0.47
Alpha Ratio 3.64
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Dec 15₹10,000
31 Dec 16₹9,931
31 Dec 17₹13,649
31 Dec 18₹14,013
31 Dec 19₹16,092
31 Dec 20₹19,393

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 ₹447,579.
Net Profit of ₹147,579
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 17 Jan 21

DurationReturns
1 Month 4%
3 Month 27.4%
6 Month 37%
1 Year 19.7%
3 Year 12%
5 Year 15.6%
10 Year
15 Year
Since launch 17.6%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Jinesh Gopani1 Apr 119.76 Yr.

Data below for Axis Long Term Equity Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Financial Services35.73%
Consumer Cyclical13.21%
Consumer Defensive12.18%
Technology11.07%
Health Care8.6%
Basic Materials7.46%
Communication Services6.4%
Utility3.04%
Industrials1.33%
Asset Allocation
Asset ClassValue
Cash0.97%
Equity99.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
9%₹2,524 Cr4,767,001
↓ -300,544
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
7%₹2,020 Cr14,064,035
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS
7%₹1,944 Cr6,791,985
↑ 111,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 11 | KOTAKBANK
7%₹1,830 Cr9,169,478
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
7%₹1,819 Cr6,581,351
↑ 809,914
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 May 14 | NAUKRI
6%₹1,739 Cr3,654,111
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFC
6%₹1,565 Cr6,118,288
↑ 150,000
Nestle India Ltd (Consumer Defensive)
Equity, Since 31 Aug 14 | NESTLEIND
5%₹1,493 Cr811,600
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 10 | MARUTI
5%₹1,408 Cr1,840,742
↓ -70,000
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND
4%₹1,200 Cr6,796,272
↓ -290,000

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 8.2% 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% .

Below is the key information for Axis Short Term Fund

Axis Short Term Fund
Growth
Launch Date 22 Jan 10
NAV (15 Jan 21) ₹23.8133 ↓ -0.01   (-0.05 %)
Net Assets (Cr) ₹14,362 on 30 Nov 20
Category Debt - Short term Bond
AMC Axis Asset Management Company Limited
Rating
Risk Moderately Low
Expense Ratio 0.92
Sharpe Ratio 2.54
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 4.73%
Effective Maturity 3 Years 1 Month 6 Days
Modified Duration 2 Years 6 Months

Growth of 10,000 investment over the years.

DateValue
31 Dec 15₹10,000
31 Dec 16₹10,964
31 Dec 17₹11,615
31 Dec 18₹12,352
31 Dec 19₹13,559
31 Dec 20₹14,934

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 ₹206,148.
Net Profit of ₹26,148
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 17 Jan 21

DurationReturns
1 Month 0.1%
3 Month 1.2%
6 Month 2.7%
1 Year 9.7%
3 Year 8.6%
5 Year 8.3%
10 Year
15 Year
Since launch 8.2%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Devang Shah5 Nov 128.16 Yr.

Data below for Axis Short Term Fund as on 30 Nov 20

Asset Allocation
Asset ClassValue
Cash14.91%
Debt85.09%
Debt Sector Allocation
SectorValue
Corporate46.21%
Government42.93%
Cash Equivalent9.57%
Securitized1.29%
Credit Quality
RatingValue
AA5.09%
AAA94.91%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.32% Govt Stock 2024
Sovereign Bonds | -
7%₹991 Cr91,500,000
↑ 14,000,000
6.79% Govt Stock 2027
Sovereign Bonds | -
3%₹513 Cr48,090,400
↑ 24,000,000
State Bank Of India
Debentures | -
3%₹491 Cr4,800
↓ -250
Food Corporation of India
Debentures | -
3%₹486 Cr4,550
↓ -500
7.42% MH SDL 2022
Sovereign Bonds | -
3%₹426 Cr40,747,500
Power Finance Corporation Ltd.
Debentures | -
3%₹407 Cr3,950
Reliance Industries Limited
Debentures | -
2%₹357 Cr3,400
Housing Development Finance Corporation Limited
Debentures | -
2%₹277 Cr2,680
Housing Development Finance Corporation Limited
Debentures | -
2%₹233 Cr2,300
8.83% Govt Stock 2023
Sovereign Bonds | -
1%₹224 Cr20,025,000

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

   
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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