+91-22-4891390910 Best Axis Mutual Fund Schemes for 2026
Axis Mutual Fund has strongly grown since its first scheme launch in 2009. The AMC holds 50 Mutual Fund schemes, over 20 lakhs active investors and with a presence in more than 90 cities across the country.
In order to serve every kind of investor, Axis Mutual Fund offers an array of schemes like Equity Funds, Debt Funds, Arbitrage, ELSS, Gilt Funds, Liquid Funds, Hybrid Fund and Gold Funds. Investors can plan their investment goals like long-term wealth creation, tax savings, retirement, child’s higher education, marriage, etc., by Investing in these schemes.
Investors can choose a fund from the listed top 10 best Axis Mutual Fund schemes. These best performing schemes have been shortlisted by undertaking important criteria like AUM, NAV, past performances, peer average returns, etc.
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Why Invest in Axis Mutual Fund Schemes?
The schemes offered Axis Mutual Fund mitigate risks by diversifying its Portfolio through a combination of debt, fixed income instrument, equity, hybrid, etc.
The fund managers at Axis Mutual Fund have a rich experience in making investment decisions. Their experience will help you grow your capital over a long term.
The process for investing at Axis AMC is quick, simple, and hassle-free.
Fund Selection Methodology used to find 10 funds
Best Axis Mutual Fund Schemes
Fund NAV Net Assets (Cr) Min Investment Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) Since launch (%) 2024 (%) Axis Credit Risk Fund Growth ₹22.6242
↑ 0.01 ₹367 5,000 1,000 1.6 3.1 7.6 7.7 6.7 7.2 8.7 Axis Focused 25 Fund Growth ₹50.06
↓ -0.57 ₹11,305 5,000 500 -7 -10.4 -0.2 10 6.2 12.4 2.5 Axis Liquid Fund Growth ₹3,050.12
↑ 0.46 ₹43,636 500 1,000 1.7 3.2 6.3 7 6 7 6.6 Axis Strategic Bond Fund Growth ₹29.2671
↑ 0.00 ₹2,122 5,000 1,000 1.1 2.3 6.1 7.6 6.7 7.9 8.2 Axis Short Term Fund Growth ₹32.2353
↓ 0.00 ₹11,860 5,000 1,000 1.1 2.1 6 7.2 6.1 7.5 8.1 Axis Dynamic Bond Fund Growth ₹30.6049
↓ -0.01 ₹1,132 5,000 1,000 1.2 1.7 4.3 7 5.7 7.8 7.1 Axis Long Term Equity Fund Growth ₹90.9178
↓ -0.80 ₹33,186 500 500 -5.3 -6.5 3 13 8.6 14.5 4.4 Axis Triple Advantage Fund Growth ₹43.1641
↓ -0.22 ₹2,175 5,000 1,000 -3.2 0.8 16.3 14.3 11 9.8 15.3 Axis Arbitrage Fund Growth ₹19.5661
↑ 0.02 ₹9,212 5,000 1,000 1.5 3.1 6.1 6.9 5.9 5.9 6.3 Axis Bluechip Fund Growth ₹57.3
↓ -0.44 ₹32,437 5,000 500 -6.5 -6.3 2.3 10.5 8.4 11.3 6.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Apr 26 Research Highlights & Commentary of 10 Funds showcased
Commentary Axis Credit Risk Fund Axis Focused 25 Fund Axis Liquid Fund Axis Strategic Bond Fund Axis Short Term Fund Axis Dynamic Bond Fund Axis Long Term Equity Fund Axis Triple Advantage Fund Axis Arbitrage Fund Axis Bluechip Fund Point 1 Bottom quartile AUM (₹367 Cr). Upper mid AUM (₹11,305 Cr). Highest AUM (₹43,636 Cr). Bottom quartile AUM (₹2,122 Cr). Upper mid AUM (₹11,860 Cr). Bottom quartile AUM (₹1,132 Cr). Top quartile AUM (₹33,186 Cr). Lower mid AUM (₹2,175 Cr). Lower mid AUM (₹9,212 Cr). Upper mid AUM (₹32,437 Cr). Point 2 Established history (11+ yrs). Established history (13+ yrs). Oldest track record among peers (16 yrs). Established history (14+ yrs). Established history (16+ yrs). Established history (14+ yrs). Established history (16+ yrs). Established history (15+ yrs). Established history (11+ yrs). Established history (16+ yrs). Point 3 Top rated. Rating: 5★ (top quartile). Rating: 4★ (upper mid). Rating: 4★ (upper mid). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Rating: 2★ (bottom quartile). Rating: 2★ (bottom quartile). Point 4 Risk profile: Moderate. Risk profile: Moderately High. Risk profile: Low. Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderate. Risk profile: Moderately High. Point 5 1Y return: 7.56% (top quartile). 5Y return: 6.19% (lower mid). 1Y return: 6.30% (upper mid). 1Y return: 6.13% (upper mid). 1Y return: 5.96% (lower mid). 1Y return: 4.31% (lower mid). 5Y return: 8.65% (top quartile). 5Y return: 11.00% (top quartile). 5Y return: 5.92% (bottom quartile). 5Y return: 8.44% (upper mid). Point 6 1M return: 0.63% (upper mid). 3Y return: 9.98% (upper mid). 1M return: 0.77% (upper mid). 1M return: 0.18% (bottom quartile). 1M return: 0.37% (bottom quartile). 1M return: 0.28% (bottom quartile). 3Y return: 12.99% (top quartile). 3Y return: 14.31% (top quartile). 3Y return: 6.88% (bottom quartile). 3Y return: 10.51% (upper mid). Point 7 Sharpe: 2.62 (upper mid). 1Y return: -0.16% (bottom quartile). Sharpe: 2.99 (top quartile). Sharpe: 1.44 (upper mid). Sharpe: 1.22 (upper mid). Sharpe: 0.55 (bottom quartile). 1Y return: 3.05% (bottom quartile). 1Y return: 16.31% (top quartile). 1Y return: 6.07% (upper mid). 1Y return: 2.27% (bottom quartile). Point 8 Information ratio: 0.00 (top quartile). Alpha: -6.09 (bottom quartile). Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Alpha: -1.79 (bottom quartile). 1M return: 0.59% (lower mid). 1M return: 0.55% (lower mid). Alpha: -2.14 (bottom quartile). Point 9 Yield to maturity (debt): 8.35% (top quartile). Sharpe: 0.46 (bottom quartile). Yield to maturity (debt): 6.36% (lower mid). Yield to maturity (debt): 7.91% (top quartile). Yield to maturity (debt): 7.22% (upper mid). Yield to maturity (debt): 7.18% (upper mid). Sharpe: 0.80 (lower mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (lower mid). Sharpe: 0.72 (bottom quartile). Point 10 Modified duration: 2.95 yrs (bottom quartile). Information ratio: -1.02 (bottom quartile). Modified duration: 0.12 yrs (upper mid). Modified duration: 3.52 yrs (bottom quartile). Modified duration: 2.17 yrs (lower mid). Modified duration: 5.41 yrs (bottom quartile). Information ratio: -0.40 (bottom quartile). Sharpe: 3.65 (top quartile). Sharpe: 1.19 (lower mid). Information ratio: -0.93 (bottom quartile). Axis Credit Risk Fund
Axis Focused 25 Fund
Axis Liquid Fund
Axis Strategic Bond Fund
Axis Short Term Fund
Axis Dynamic Bond Fund
Axis Long Term Equity Fund
Axis Triple Advantage Fund
Axis Arbitrage Fund
Axis Bluechip Fund
(Erstwhile Axis Fixed Income Opportunities Fund) To generate stable returns by investing in debt & money market instruments across the yield curve & credit spectrum. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns Below is the key information for Axis Credit Risk 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. Research Highlights for Axis Focused 25 Fund Below is the key information for Axis Focused 25 Fund Returns up to 1 year are on 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. Research Highlights for Axis Liquid Fund Below is the key information for Axis Liquid Fund Returns up to 1 year are on (Erstwhile Axis Income Fund) To generate optimal returns in the medium term while maintaining liquidity of the portfolio by investing in debt and money market instruments. Research Highlights for Axis Strategic Bond Fund Below is the key information for Axis Strategic Bond 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. Research Highlights for Axis Short Term Fund Below is the key information for Axis Short Term Fund Returns up to 1 year are on To generate optimal returns while maintaining liquidity through active management of a portfolio of debt and money market instruments. Research Highlights for Axis Dynamic Bond Fund Below is the key information for Axis Dynamic Bond 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. Research Highlights for Axis Long Term Equity Fund Below is the key information for Axis Long Term Equity Fund Returns up to 1 year are on To generate long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments, fixed income instruments & gold exchange traded funds. Research Highlights for Axis Triple Advantage Fund Below is the key information for Axis Triple Advantage Fund Returns up to 1 year are on (Erstwhile Axis Enhanced Arbitrage Fund) To generate income through low volatility absolute return strategies that take advantage of opportunities in the cash and the derivative segments of the equity markets including the arbitrage opportunities available within the derivative segment, by using other derivative based strategies and by investing the balance in debt and money market instruments. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns. Research Highlights for Axis Arbitrage Fund Below is the key information for Axis Arbitrage Fund Returns up to 1 year are on (Erstwhile Axis Equity Fund) To achieve long term capital appreciation by investing in a diversified portfolio predominantly consisting of equity and equity related securities of Large Cap
companies including derivatives. However, there can be no assurance that the investment objective of the Scheme will be achieved. Research Highlights for Axis Bluechip Fund Below is the key information for Axis Bluechip Fund Returns up to 1 year are on 1. Axis Credit Risk Fund
Axis Credit Risk Fund
Growth Launch Date 15 Jul 14 NAV (13 Apr 26) ₹22.6242 ↑ 0.01 (0.04 %) Net Assets (Cr) ₹367 on 28 Feb 26 Category Debt - Credit Risk AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderate Expense Ratio 1.57 Sharpe Ratio 2.62 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-12 Months (1%),12 Months and above(NIL) Yield to Maturity 8.35% Effective Maturity 4 Years 3 Months 25 Days Modified Duration 2 Years 11 Months 12 Days Sub Cat. Credit Risk Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹10,570 31 Mar 23 ₹11,057 31 Mar 24 ₹11,864 31 Mar 25 ₹12,831 31 Mar 26 ₹13,806 Returns for Axis Credit Risk Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Apr 26 Duration Returns 1 Month 0.6% 3 Month 1.6% 6 Month 3.1% 1 Year 7.6% 3 Year 7.7% 5 Year 6.7% 10 Year 15 Year Since launch 7.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 8.7% 2023 8% 2022 7% 2021 4% 2020 6% 2019 8.2% 2018 4.4% 2017 5.9% 2016 6.4% 2015 9.8% Fund Manager information for Axis Credit Risk Fund
Name Since Tenure Devang Shah 15 Jul 14 11.72 Yr. Akhil Thakker 9 Nov 21 4.39 Yr. Data below for Axis Credit Risk Fund as on 28 Feb 26
Asset Allocation
Asset Class Value Cash 2.95% Equity 7.28% Debt 89.25% Other 0.52% Debt Sector Allocation
Sector Value Corporate 79.59% Government 9.67% Cash Equivalent 2.95% Credit Quality
Rating Value A 16.51% AA 58.25% AAA 25.24% Top Securities Holdings / Portfolio
Name Holding Value Quantity Jubilant Bevco Limited
Debentures | -5% ₹16 Cr 1,500 Jtpm Metal TRaders Limited
Debentures | -4% ₹16 Cr 1,500 7.61% Gs 2030
Sovereign Bonds | -4% ₹15 Cr 1,500,000
↑ 1,500,000 Infopark Properties Limited
Debentures | -4% ₹15 Cr 1,500 Narayana Hrudayalaya Limited
Debentures | -4% ₹15 Cr 1,500 Aditya Birla Digital Fashion Ventures Limited
Debentures | -4% ₹15 Cr 1,500 Altius Telecom Infrastructure Trust
Debentures | -4% ₹15 Cr 1,500 7.24% Gs 2055
Sovereign Bonds | -4% ₹14 Cr 1,500,000 Vedanta Limited
Debentures | -3% ₹12 Cr 1,200 GMR Airports Limited
Debentures | -3% ₹10 Cr 1,000 2. Axis Focused 25 Fund
Axis Focused 25 Fund
Growth Launch Date 29 Jun 12 NAV (13 Apr 26) ₹50.06 ↓ -0.57 (-1.13 %) Net Assets (Cr) ₹11,305 on 28 Feb 26 Category Equity - Focused AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.73 Sharpe Ratio 0.46 Information Ratio -1.02 Alpha Ratio -6.09 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Sub Cat. Focused Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹11,502 31 Mar 23 ₹9,731 31 Mar 24 ₹13,100 31 Mar 25 ₹13,621 31 Mar 26 ₹12,524 Returns for Axis Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Apr 26 Duration Returns 1 Month 2.8% 3 Month -7% 6 Month -10.4% 1 Year -0.2% 3 Year 10% 5 Year 6.2% 10 Year 15 Year Since launch 12.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 2.5% 2023 14.8% 2022 17.2% 2021 -14.5% 2020 24% 2019 21% 2018 14.7% 2017 0.6% 2016 45.2% 2015 4.6% Fund Manager information for Axis Focused 25 Fund
Name Since Tenure Sachin Relekar 1 Feb 24 2.16 Yr. Krishnaa N 1 Mar 24 2.08 Yr. Data below for Axis Focused 25 Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 29.15% Industrials 12.7% Health Care 12.53% Consumer Cyclical 12.32% Communication Services 4.7% Basic Materials 3.78% Technology 3.73% Utility 3.36% Energy 2.63% Real Estate 2.07% Consumer Defensive 1.68% Asset Allocation
Asset Class Value Cash 11.34% Equity 88.66% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 21 | ICICIBANK8% ₹777 Cr 6,447,263
↓ -1,114,404 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 24 | 5433206% ₹564 Cr 24,617,230
↑ 1,061,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB5% ₹529 Cr 889,114 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Sep 22 | APOLLOHOSP5% ₹496 Cr 668,123 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK5% ₹469 Cr 6,413,746
↓ -1,811,600 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 23 | BHARTIARTL5% ₹468 Cr 2,627,988 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 22 | CHOLAFIN4% ₹434 Cr 3,200,687 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND4% ₹377 Cr 2,931,176 Infosys Ltd (Technology)
Equity, Since 30 Jun 25 | INFY4% ₹372 Cr 2,974,734 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000344% ₹355 Cr 4,432,737
↑ 284,600 3. Axis Liquid Fund
Axis Liquid Fund
Growth Launch Date 9 Oct 09 NAV (14 Apr 26) ₹3,050.12 ↑ 0.46 (0.02 %) Net Assets (Cr) ₹43,636 on 28 Feb 26 Category Debt - Liquid Fund AMC Axis Asset Management Company Limited Rating ☆☆☆☆ Risk Low Expense Ratio 0.23 Sharpe Ratio 2.99 Information Ratio 0 Alpha Ratio 0 Min Investment 500 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 6.36% Effective Maturity 1 Month 14 Days Modified Duration 1 Month 11 Days Sub Cat. Liquid Fund Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹10,340 31 Mar 23 ₹10,930 31 Mar 24 ₹11,723 31 Mar 25 ₹12,584 31 Mar 26 ₹13,360 Returns for Axis Liquid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Apr 26 Duration Returns 1 Month 0.8% 3 Month 1.7% 6 Month 3.2% 1 Year 6.3% 3 Year 7% 5 Year 6% 10 Year 15 Year Since launch 7% Historical performance (Yearly) on absolute basis
Year Returns 2024 6.6% 2023 7.4% 2022 7.1% 2021 4.9% 2020 3.3% 2019 4.3% 2018 6.6% 2017 7.5% 2016 6.7% 2015 7.6% Fund Manager information for Axis Liquid Fund
Name Since Tenure Devang Shah 5 Nov 12 13.41 Yr. Aditya Pagaria 13 Aug 16 9.64 Yr. Sachin Jain 3 Jul 23 2.75 Yr. Data below for Axis Liquid Fund as on 28 Feb 26
Asset Allocation
Asset Class Value Cash 99.67% Other 0.33% Debt Sector Allocation
Sector Value Cash Equivalent 66% Corporate 22.23% Government 11.44% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Net Receivables / (Payables)
CBLO | -20% -₹6,036 Cr India (Republic of)
- | -6% ₹1,732 Cr 175,000,000 National Bank for Agriculture and Rural Development
Commercial Paper | -6% ₹1,725 Cr 35,000 National Bank For Agriculture And Rural Development
Commercial Paper | -5% ₹1,488 Cr 30,000 National Bank For Agriculture And Rural Development
Commercial Paper | -4% ₹1,238 Cr 25,000 India (Republic of)
- | -4% ₹1,224 Cr 123,560,400 Export Import Bank Of India
Commercial Paper | -3% ₹992 Cr 20,000 Tbill
Sovereign Bonds | -3% ₹992 Cr 100,000,000 Tata Steel Ltd.
Commercial Paper | -3% ₹987 Cr 20,000 HDFC Bank Ltd.
Debentures | -3% ₹986 Cr 20,000 4. Axis Strategic Bond Fund
Axis Strategic Bond Fund
Growth Launch Date 28 Mar 12 NAV (13 Apr 26) ₹29.2671 ↑ 0.00 (0.00 %) Net Assets (Cr) ₹2,122 on 28 Feb 26 Category Debt - Medium term Bond AMC Axis Asset Management Company Limited Rating ☆☆☆☆ Risk Moderate Expense Ratio 1.08 Sharpe Ratio 1.44 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-12 Months (1%),12 Months and above(NIL) Yield to Maturity 7.91% Effective Maturity 5 Years 1 Month 17 Days Modified Duration 3 Years 6 Months 7 Days Sub Cat. Medium term Bond Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹10,564 31 Mar 23 ₹11,042 31 Mar 24 ₹11,916 31 Mar 25 ₹12,955 31 Mar 26 ₹13,776 Returns for Axis Strategic Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Apr 26 Duration Returns 1 Month 0.2% 3 Month 1.1% 6 Month 2.3% 1 Year 6.1% 3 Year 7.6% 5 Year 6.7% 10 Year 15 Year Since launch 7.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 8.2% 2023 8.7% 2022 7.3% 2021 3.8% 2020 5.2% 2019 10.5% 2018 7.1% 2017 6.7% 2016 7.5% 2015 11.6% Fund Manager information for Axis Strategic Bond Fund
Name Since Tenure Devang Shah 5 Nov 12 13.41 Yr. Sachin Jain 1 Feb 23 3.16 Yr. Akhil Thakker 1 Feb 23 3.16 Yr. Data below for Axis Strategic Bond Fund as on 28 Feb 26
Asset Allocation
Asset Class Value Cash 4.35% Equity 3.2% Debt 92.16% Other 0.29% Debt Sector Allocation
Sector Value Corporate 64.67% Government 27.49% Cash Equivalent 4.35% Credit Quality
Rating Value A 10.46% AA 47.42% AAA 42.13% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.10% Gs 2034
Sovereign Bonds | -5% ₹113 Cr 11,200,000 Jubilant Beverages Limited
Debentures | -3% ₹70 Cr 6,500 GMR Hyderabad International Airport Limited
Debentures | -3% ₹66 Cr 6,500 Tamilnadu State Development Loans
Sovereign Bonds | -3% ₹62 Cr 6,358,600 Vedanta Limited
Debentures | -3% ₹60 Cr 6,000 Jubilant Bevco Limited
Debentures | -3% ₹60 Cr 5,500 Adani Power Limited
Debentures | -3% ₹60 Cr 6,000 Nuvama Wealth Finance Limited
Debentures | -3% ₹58 Cr 5,800 Delhi International Airport Limited
Debentures | -3% ₹56 Cr 5,500 Aditya Birla Digital Fashion Ventures Limited
Debentures | -3% ₹55 Cr 5,500 5. Axis Short Term Fund
Axis Short Term Fund
Growth Launch Date 22 Jan 10 NAV (13 Apr 26) ₹32.2353 ↓ 0.00 (0.00 %) Net Assets (Cr) ₹11,860 on 28 Feb 26 Category Debt - Short term Bond AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately Low Expense Ratio 0.88 Sharpe Ratio 1.22 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 7.22% Effective Maturity 2 Years 9 Months 7 Days Modified Duration 2 Years 2 Months 1 Day Sub Cat. Short term Bond Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹10,434 31 Mar 23 ₹10,885 31 Mar 24 ₹11,674 31 Mar 25 ₹12,639 31 Mar 26 ₹13,415 Returns for Axis Short Term Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Apr 26 Duration Returns 1 Month 0.4% 3 Month 1.1% 6 Month 2.1% 1 Year 6% 3 Year 7.2% 5 Year 6.1% 10 Year 15 Year Since launch 7.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 8.1% 2023 8% 2022 6.8% 2021 3.7% 2020 3.5% 2019 10.1% 2018 9.8% 2017 6.3% 2016 5.9% 2015 9.6% Fund Manager information for Axis Short Term Fund
Name Since Tenure Devang Shah 5 Nov 12 13.41 Yr. Aditya Pagaria 3 Jul 23 2.75 Yr. Data below for Axis Short Term Fund as on 28 Feb 26
Asset Allocation
Asset Class Value Cash 9.68% Debt 89.9% Other 0.43% Debt Sector Allocation
Sector Value Corporate 74.24% Government 18.65% Cash Equivalent 6.69% Credit Quality
Rating Value AA 14.87% AAA 85.13% Top Securities Holdings / Portfolio
Name Holding Value Quantity National Bank For Agriculture And Rural Development
Debentures | -4% ₹299 Cr 30,000
↓ -10,000 SIDDHIVINAYAK SECURITISATION TRUST
Unlisted bonds | -3% ₹209 Cr 213 Power Finance Corporation Limited
Debentures | -2% ₹196 Cr 20,000
↓ -5,000 Indigrid Infrastructure Trust
Debentures | -2% ₹191 Cr 19,000 Jubilant Beverages Limited
Debentures | -2% ₹170 Cr 15,750 Small Industries Development Bank Of India
Debentures | -2% ₹150 Cr 15,000 National Bank For Agriculture & Rural Development
Debentures | -2% ₹148 Cr 15,000 Power Finance Corporation Limited
Debentures | -2% ₹148 Cr 15,000 Bharti Telecom Limited
Debentures | -2% ₹128 Cr 13,000 Embassy Office Parks Reit
Debentures | -2% ₹125 Cr 12,500 6. Axis Dynamic Bond Fund
Axis Dynamic Bond Fund
Growth Launch Date 27 Apr 11 NAV (13 Apr 26) ₹30.6049 ↓ -0.01 (-0.03 %) Net Assets (Cr) ₹1,132 on 28 Feb 26 Category Debt - Dynamic Bond AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderate Expense Ratio 0.59 Sharpe Ratio 0.55 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 7.18% Effective Maturity 9 Years 4 Months 24 Days Modified Duration 5 Years 4 Months 28 Days Sub Cat. Dynamic Bond Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹10,469 31 Mar 23 ₹10,815 31 Mar 24 ₹11,646 31 Mar 25 ₹12,666 31 Mar 26 ₹13,218 Returns for Axis Dynamic Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Apr 26 Duration Returns 1 Month 0.3% 3 Month 1.2% 6 Month 1.7% 1 Year 4.3% 3 Year 7% 5 Year 5.7% 10 Year 15 Year Since launch 7.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.1% 2023 8.6% 2022 6.6% 2021 2.1% 2020 3.9% 2019 12.3% 2018 11% 2017 6.2% 2016 3.4% 2015 13.4% Fund Manager information for Axis Dynamic Bond Fund
Name Since Tenure Devang Shah 5 Nov 12 13.41 Yr. Hardik Shah 5 Apr 24 1.99 Yr. Data below for Axis Dynamic Bond Fund as on 28 Feb 26
Asset Allocation
Asset Class Value Cash 23.37% Equity 1.34% Debt 74.83% Other 0.47% Debt Sector Allocation
Sector Value Government 67.96% Corporate 24.45% Cash Equivalent 5.78% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.61% Gs 2030
Sovereign Bonds | -10% ₹103 Cr 10,000,000
↑ 10,000,000 7.30% Gs 2053
Sovereign Bonds | -6% ₹67 Cr 7,000,000 6.90% Gs 2065
Sovereign Bonds | -6% ₹64 Cr 7,172,500
↑ 2,500,000 Rajasthan State Development Loans
Sovereign Bonds | -6% ₹59 Cr 6,000,000 National Bank For Agriculture And Rural Development
Debentures | -4% ₹40 Cr 400
↑ 400 Power Grid Corporation Of India Limited
Debentures | -3% ₹36 Cr 5,000 7.24% Gs 2055
Sovereign Bonds | -3% ₹33 Cr 3,536,700
↑ 1,000,000 7.09% Gs 2054
Sovereign Bonds | -3% ₹32 Cr 3,500,000
↑ 1,000,000 State Government Of Bihar
Sovereign Bonds | -3% ₹30 Cr 3,000,000 8.22% Karnataka Sdl 2031
Sovereign Bonds | -2% ₹26 Cr 2,500,000
↑ 2,500,000 7. Axis Long Term Equity Fund
Axis Long Term Equity Fund
Growth Launch Date 29 Dec 09 NAV (13 Apr 26) ₹90.9178 ↓ -0.80 (-0.87 %) Net Assets (Cr) ₹33,186 on 28 Feb 26 Category Equity - ELSS AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.52 Sharpe Ratio 0.8 Information Ratio -0.4 Alpha Ratio -1.79 Min Investment 500 Min SIP Investment 500 Exit Load NIL Sub Cat. ELSS Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹11,284 31 Mar 23 ₹10,013 31 Mar 24 ₹13,937 31 Mar 25 ₹14,825 31 Mar 26 ₹13,958 Returns for Axis Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Apr 26 Duration Returns 1 Month 3.5% 3 Month -5.3% 6 Month -6.5% 1 Year 3% 3 Year 13% 5 Year 8.6% 10 Year 15 Year Since launch 14.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.4% 2023 17.4% 2022 22% 2021 -12% 2020 24.5% 2019 20.5% 2018 14.8% 2017 2.7% 2016 37.4% 2015 -0.7% Fund Manager information for Axis Long Term Equity Fund
Name Since Tenure Shreyash Devalkar 4 Aug 23 2.66 Yr. Ashish Naik 3 Aug 23 2.66 Yr. Data below for Axis Long Term Equity Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 30.72% Consumer Cyclical 14.79% Industrials 10.22% Basic Materials 9.25% Health Care 8.64% Technology 7.36% Communication Services 4.32% Energy 3.65% Consumer Defensive 3.31% Utility 2.59% Real Estate 0.71% Asset Allocation
Asset Class Value Cash 4.42% Equity 95.58% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | ICICIBANK7% ₹2,120 Cr 17,583,598 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK6% ₹1,669 Cr 22,814,021
↓ -1,620,346 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 23 | BHARTIARTL4% ₹1,256 Cr 7,049,425
↑ 498,582 Infosys Ltd (Technology)
Equity, Since 31 May 24 | INFY4% ₹1,079 Cr 8,625,018 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 24 | RELIANCE3% ₹970 Cr 7,220,799
↑ 500,620 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000343% ₹968 Cr 12,073,381
↑ 935,409 State Bank of India (Financial Services)
Equity, Since 29 Feb 24 | SBIN3% ₹808 Cr 8,254,651 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 23 | LT3% ₹794 Cr 2,265,230
↓ -39,235 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M3% ₹792 Cr 2,679,147
↑ 125,532 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | 5433202% ₹693 Cr 30,255,485
↑ 1,263,472 8. Axis Triple Advantage Fund
Axis Triple Advantage Fund
Growth Launch Date 23 Aug 10 NAV (13 Apr 26) ₹43.1641 ↓ -0.22 (-0.51 %) Net Assets (Cr) ₹2,175 on 28 Feb 26 Category Hybrid - Multi Asset AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.1 Sharpe Ratio 3.65 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-12 Months (1%),12 Months and above(NIL) Sub Cat. Multi Asset Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹11,756 31 Mar 23 ₹10,984 31 Mar 24 ₹13,189 31 Mar 25 ₹14,663 31 Mar 26 ₹16,108 Returns for Axis Triple Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Apr 26 Duration Returns 1 Month 0.6% 3 Month -3.2% 6 Month 0.8% 1 Year 16.3% 3 Year 14.3% 5 Year 11% 10 Year 15 Year Since launch 9.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 15.3% 2023 15.4% 2022 12.9% 2021 -5.8% 2020 22.8% 2019 18% 2018 15.3% 2017 1.9% 2016 15.9% 2015 7.1% Fund Manager information for Axis Triple Advantage Fund
Name Since Tenure Devang Shah 5 Apr 24 1.99 Yr. Aditya Pagaria 1 Jun 24 1.83 Yr. Ashish Naik 22 Jun 16 9.78 Yr. Hardik Shah 5 Apr 24 1.99 Yr. Pratik Tibrewal 1 Feb 25 1.16 Yr. Krishnaa N 16 Dec 24 1.29 Yr. Data below for Axis Triple Advantage Fund as on 28 Feb 26
Asset Allocation
Asset Class Value Cash 13.59% Equity 61.83% Debt 11.4% Other 13.17% Equity Sector Allocation
Sector Value Financial Services 24.8% Consumer Cyclical 8.32% Industrials 6.3% Consumer Defensive 5.67% Health Care 5.2% Basic Materials 4.47% Energy 4.12% Technology 2.87% Communication Services 2.72% Utility 0.96% Real Estate 0.4% Debt Sector Allocation
Sector Value Cash Equivalent 13.04% Corporate 7.36% Government 4.59% Credit Quality
Rating Value A 8.29% AA 30.81% AAA 60.91% Top Securities Holdings / Portfolio
Name Holding Value Quantity Axis Gold ETF
- | -11% ₹225 Cr 18,515,000
↓ -3,272,291 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | HDFCBANK8% ₹162 Cr 2,214,899
↑ 305,250 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | ICICIBANK5% ₹97 Cr 804,819
↑ 9,407 Future on BANK Index
- | -4% -₹80 Cr 1,059,650
↓ -184,350 State Bank of India (Financial Services)
Equity, Since 30 Nov 22 | SBIN3% ₹68 Cr 696,529
↓ -19,500 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 19 | RELIANCE3% ₹67 Cr 501,061
↓ -10,895 Nifty April 2026 Future
- | -3% ₹59 Cr 26,325
↑ 26,325 Axis Silver ETF
- | -3% ₹52 Cr 2,320,000
↑ 22,425 National Bank For Agriculture And Rural Development
Debentures | -2% ₹50 Cr 5,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 24 | BHARTIARTL2% ₹46 Cr 259,427
↑ 56,780 9. Axis Arbitrage Fund
Axis Arbitrage Fund
Growth Launch Date 14 Aug 14 NAV (13 Apr 26) ₹19.5661 ↑ 0.02 (0.08 %) Net Assets (Cr) ₹9,212 on 28 Feb 26 Category Hybrid - Arbitrage AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderate Expense Ratio 1 Sharpe Ratio 1.19 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-7 Days (0.25%),7 Days and above(NIL) Sub Cat. Arbitrage Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹10,404 31 Mar 23 ₹10,903 31 Mar 24 ₹11,712 31 Mar 25 ₹12,557 31 Mar 26 ₹13,321 Returns for Axis Arbitrage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Apr 26 Duration Returns 1 Month 0.5% 3 Month 1.5% 6 Month 3.1% 1 Year 6.1% 3 Year 6.9% 5 Year 5.9% 10 Year 15 Year Since launch 5.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 6.3% 2023 7.6% 2022 6.9% 2021 4.2% 2020 3.8% 2019 4.1% 2018 5.8% 2017 6.1% 2016 5.2% 2015 6.9% Fund Manager information for Axis Arbitrage Fund
Name Since Tenure Devang Shah 14 Aug 14 11.64 Yr. Sachin Jain 9 Nov 21 4.39 Yr. Karthik Kumar 3 Jul 23 2.75 Yr. Data below for Axis Arbitrage Fund as on 28 Feb 26
Asset Allocation
Asset Class Value Cash 89.13% Equity 0.07% Debt 11.09% Equity Sector Allocation
Sector Value Financial Services 23.14% Basic Materials 7.63% Consumer Cyclical 7.34% Industrials 5.21% Health Care 4.49% Consumer Defensive 3.53% Communication Services 3.14% Energy 2.47% Utility 1.59% Real Estate 1.46% Technology 1.36% Debt Sector Allocation
Sector Value Cash Equivalent 79.24% Corporate 18.66% Government 2.32% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Future on BANK Index
- | -13% -₹1,143 Cr 36,162,825
↑ 8,194,000 Axis Money Market Dir Gr
Investment Fund | -11% ₹954 Cr 6,309,156 HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 23 | HDFCBANK5% ₹444 Cr 6,067,050
↑ 597,300 Punjab National Bank
Domestic Bonds | -5% ₹421 Cr 8,700
↑ 8,700 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 24 | ICICIBANK3% ₹285 Cr 2,362,500
↑ 136,500 Union Bank of India
Domestic Bonds | -3% ₹234 Cr 5,000
↑ 5,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 23 | KOTAKBANK2% ₹207 Cr 5,844,000
↑ 1,542,000 Future on Reliance Industries Ltd
Derivatives | -2% -₹196 Cr 1,450,000
↓ -151,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 20 | RELIANCE2% ₹195 Cr 1,450,000
↓ -151,000 Future on Bharti Airtel Ltd
Derivatives | -2% -₹184 Cr 1,028,375
↑ 87,875 10. Axis Bluechip Fund
Axis Bluechip Fund
Growth Launch Date 5 Jan 10 NAV (13 Apr 26) ₹57.3 ↓ -0.44 (-0.76 %) Net Assets (Cr) ₹32,437 on 28 Feb 26 Category Equity - Large Cap AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 0.68 Sharpe Ratio 0.72 Information Ratio -0.93 Alpha Ratio -2.14 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Sub Cat. Large Cap Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹11,568 31 Mar 23 ₹10,708 31 Mar 24 ₹14,133 31 Mar 25 ₹14,784 31 Mar 26 ₹13,893 Returns for Axis Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Apr 26 Duration Returns 1 Month 2.6% 3 Month -6.5% 6 Month -6.3% 1 Year 2.3% 3 Year 10.5% 5 Year 8.4% 10 Year 15 Year Since launch 11.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 6.3% 2023 13.7% 2022 17.4% 2021 -5.7% 2020 20.6% 2019 19.7% 2018 18.6% 2017 6.5% 2016 38% 2015 -3.6% Fund Manager information for Axis Bluechip Fund
Name Since Tenure Shreyash Devalkar 23 Nov 16 9.36 Yr. Jayesh Sundar 4 Nov 24 1.41 Yr. Krishnaa N 1 Mar 24 2.08 Yr. Data below for Axis Bluechip Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 32.55% Consumer Cyclical 13.29% Industrials 8.48% Technology 7.69% Health Care 7.56% Energy 5.18% Basic Materials 4.85% Communication Services 4.78% Consumer Defensive 2.88% Utility 1.5% Real Estate 0.24% Asset Allocation
Asset Class Value Cash 8.78% Equity 90.89% Debt 0.33% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK9% ₹2,534 Cr 21,012,122
↑ 482,638 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK8% ₹2,211 Cr 30,220,106
↓ -88,928 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE5% ₹1,457 Cr 10,844,278
↓ -3,250,275 Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY5% ₹1,379 Cr 11,027,389
↑ 952,496 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL5% ₹1,357 Cr 7,611,606 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 21 | LT4% ₹1,254 Cr 3,577,420
↓ -396,769 State Bank of India (Financial Services)
Equity, Since 31 May 21 | SBIN4% ₹1,191 Cr 12,162,719
↑ 768,530 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M4% ₹1,007 Cr 3,407,857 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK3% ₹995 Cr 28,163,781 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 5000343% ₹984 Cr 12,270,007
↓ -453,079
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Research Highlights for Axis Credit Risk Fund