+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 ₹23.4372
↑ 0.01 ₹375 5,000 1,000 2.9 4.2 8 8.1 6.9 7.3 8.7 Axis Focused 25 Fund Growth ₹56.41
↓ -0.16 ₹11,315 5,000 500 10.9 10 2.4 10.4 3.9 13 2.5 Axis Strategic Bond Fund Growth ₹30.1601
↑ 0.01 ₹2,098 5,000 1,000 2.6 3.2 6.6 7.8 6.7 7.9 8.2 Axis Liquid Fund Growth ₹3,128.34
↑ 0.66 ₹56,438 500 1,000 1.8 3.5 6.5 6.9 6.3 7 6.6 Axis Dynamic Bond Fund Growth ₹31.5784
↑ 0.02 ₹996 5,000 1,000 2.7 3.5 6.5 7.2 6 7.8 7.1 Axis Short Term Fund Growth ₹33.0757
↑ 0.02 ₹8,010 5,000 1,000 2.2 2.9 5.7 7.3 6.2 7.5 8.1 Axis Long Term Equity Fund Growth ₹98.0204
↓ -0.23 ₹32,592 500 500 7.5 5.4 1.7 11.3 5.5 14.7 4.4 Axis Triple Advantage Fund Growth ₹45.5202
↑ 0.10 ₹2,499 5,000 1,000 4.9 2.1 11.7 13.4 8.4 9.9 15.3 Axis Arbitrage Fund Growth ₹19.9581
↓ -0.03 ₹10,339 5,000 1,000 1.6 2.7 5.7 6.7 6 5.9 6.3 Axis Bluechip Fund Growth ₹59.98
↓ -0.09 ₹31,632 5,000 500 6 1.8 -0.7 9.1 5.1 11.4 6.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Sep 26 Research Highlights & Commentary of 10 Funds showcased
Commentary Axis Credit Risk Fund Axis Focused 25 Fund Axis Strategic Bond Fund Axis Liquid Fund Axis Dynamic Bond Fund Axis Short Term Fund Axis Long Term Equity Fund Axis Triple Advantage Fund Axis Arbitrage Fund Axis Bluechip Fund Point 1 Bottom quartile AUM (₹375 Cr). Upper mid AUM (₹11,315 Cr). Bottom quartile AUM (₹2,098 Cr). Highest AUM (₹56,438 Cr). Bottom quartile AUM (₹996 Cr). Lower mid AUM (₹8,010 Cr). Top quartile AUM (₹32,592 Cr). Lower mid AUM (₹2,499 Cr). Upper mid AUM (₹10,339 Cr). Upper mid AUM (₹31,632 Cr). Point 2 Established history (12+ yrs). Established history (14+ yrs). Established history (14+ yrs). Oldest track record among peers (16 yrs). Established history (15+ yrs). Established history (16+ yrs). Established history (16+ yrs). Established history (16+ yrs). Established history (12+ 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: Moderate. Risk profile: Low. Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderate. Risk profile: Moderately High. Point 5 1Y return: 8.01% (top quartile). 5Y return: 3.94% (bottom quartile). 1Y return: 6.56% (upper mid). 1Y return: 6.51% (upper mid). 1Y return: 6.50% (upper mid). 1Y return: 5.74% (lower mid). 5Y return: 5.55% (bottom quartile). 5Y return: 8.43% (top quartile). 5Y return: 6.02% (lower mid). 5Y return: 5.12% (bottom quartile). Point 6 1M return: 0.56% (upper mid). 3Y return: 10.41% (upper mid). 1M return: 0.30% (upper mid). 1M return: 0.58% (top quartile). 1M return: 0.12% (lower mid). 1M return: 0.31% (upper mid). 3Y return: 11.29% (top quartile). 3Y return: 13.39% (top quartile). 3Y return: 6.66% (bottom quartile). 3Y return: 9.12% (upper mid). Point 7 Sharpe: 1.22 (top quartile). 1Y return: 2.40% (bottom quartile). Sharpe: 0.33 (upper mid). Sharpe: 2.57 (top quartile). Sharpe: 0.05 (lower mid). Sharpe: -0.05 (lower mid). 1Y return: 1.72% (bottom quartile). 1Y return: 11.66% (top quartile). 1Y return: 5.68% (lower mid). 1Y return: -0.74% (bottom quartile). Point 8 Information ratio: 0.00 (top quartile). Alpha: -1.79 (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: -1.26 (bottom quartile). 1M return: 0.57% (top quartile). 1M return: 0.06% (lower mid). Alpha: -0.54 (bottom quartile). Point 9 Yield to maturity (debt): 8.17% (top quartile). Sharpe: -0.14 (bottom quartile). Yield to maturity (debt): 8.02% (top quartile). Yield to maturity (debt): 6.47% (lower mid). Yield to maturity (debt): 7.11% (upper mid). Yield to maturity (debt): 7.40% (upper mid). Sharpe: -0.11 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 0.00 (lower mid). Sharpe: -0.20 (bottom quartile). Point 10 Modified duration: 2.24 yrs (lower mid). Information ratio: -0.51 (bottom quartile). Modified duration: 3.27 yrs (bottom quartile). Modified duration: 0.18 yrs (upper mid). Modified duration: 5.76 yrs (bottom quartile). Modified duration: 2.56 yrs (bottom quartile). Information ratio: -0.26 (bottom quartile). Sharpe: 0.58 (upper mid). Sharpe: 0.32 (upper mid). Information ratio: -0.32 (bottom quartile). Axis Credit Risk Fund
Axis Focused 25 Fund
Axis Strategic Bond Fund
Axis Liquid Fund
Axis Dynamic Bond Fund
Axis Short Term 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 (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 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 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 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 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 (04 Sep 26) ₹23.4372 ↑ 0.01 (0.05 %) Net Assets (Cr) ₹375 on 31 Jul 26 Category Debt - Credit Risk AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderate Expense Ratio 1.57 Sharpe Ratio 1.22 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 8.17% Effective Maturity 2 Years 8 Months 5 Days Modified Duration 2 Years 2 Months 26 Days Sub Cat. Credit Risk Growth of 10,000 investment over the years.
Date Value Returns for Axis Credit Risk Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month 0.6% 3 Month 2.9% 6 Month 4.2% 1 Year 8% 3 Year 8.1% 5 Year 6.9% 10 Year 15 Year Since launch 7.3% 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 Data below for Axis Credit Risk Fund as on 31 Jul 26
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Axis Focused 25 Fund
Axis Focused 25 Fund
Growth Launch Date 29 Jun 12 NAV (04 Sep 26) ₹56.41 ↓ -0.16 (-0.28 %) Net Assets (Cr) ₹11,315 on 31 Jul 26 Category Equity - Focused AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio -0.14 Information Ratio -0.51 Alpha Ratio -1.79 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 Returns for Axis Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month -0.4% 3 Month 10.9% 6 Month 10% 1 Year 2.4% 3 Year 10.4% 5 Year 3.9% 10 Year 15 Year Since launch 13% 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 Data below for Axis Focused 25 Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Axis Strategic Bond Fund
Axis Strategic Bond Fund
Growth Launch Date 28 Mar 12 NAV (04 Sep 26) ₹30.1601 ↑ 0.01 (0.05 %) Net Assets (Cr) ₹2,098 on 31 Jul 26 Category Debt - Medium term Bond AMC Axis Asset Management Company Limited Rating ☆☆☆☆ Risk Moderate Expense Ratio 1.08 Sharpe Ratio 0.33 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 8.02% Effective Maturity 4 Years 11 Months 1 Day Modified Duration 3 Years 3 Months 7 Days Sub Cat. Medium term Bond Growth of 10,000 investment over the years.
Date Value Returns for Axis Strategic Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month 0.3% 3 Month 2.6% 6 Month 3.2% 1 Year 6.6% 3 Year 7.8% 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 Data below for Axis Strategic Bond Fund as on 31 Jul 26
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. Axis Liquid Fund
Axis Liquid Fund
Growth Launch Date 9 Oct 09 NAV (04 Sep 26) ₹3,128.34 ↑ 0.66 (0.02 %) Net Assets (Cr) ₹56,438 on 31 Jul 26 Category Debt - Liquid Fund AMC Axis Asset Management Company Limited Rating ☆☆☆☆ Risk Low Expense Ratio 0.23 Sharpe Ratio 2.57 Information Ratio 0 Alpha Ratio 0 Min Investment 500 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 6.47% Effective Maturity 2 Months 5 Days Modified Duration 2 Months 5 Days Sub Cat. Liquid Fund Growth of 10,000 investment over the years.
Date Value Returns for Axis Liquid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month 0.6% 3 Month 1.8% 6 Month 3.5% 1 Year 6.5% 3 Year 6.9% 5 Year 6.3% 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 Data below for Axis Liquid Fund as on 31 Jul 26
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. Axis Dynamic Bond Fund
Axis Dynamic Bond Fund
Growth Launch Date 27 Apr 11 NAV (04 Sep 26) ₹31.5784 ↑ 0.02 (0.05 %) Net Assets (Cr) ₹996 on 31 Jul 26 Category Debt - Dynamic Bond AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderate Expense Ratio 0.59 Sharpe Ratio 0.05 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 7.11% Effective Maturity 13 Years 3 Months 14 Days Modified Duration 5 Years 9 Months 4 Days Sub Cat. Dynamic Bond Growth of 10,000 investment over the years.
Date Value Returns for Axis Dynamic Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month 0.1% 3 Month 2.7% 6 Month 3.5% 1 Year 6.5% 3 Year 7.2% 5 Year 6% 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 Data below for Axis Dynamic Bond Fund as on 31 Jul 26
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. Axis Short Term Fund
Axis Short Term Fund
Growth Launch Date 22 Jan 10 NAV (04 Sep 26) ₹33.0757 ↑ 0.02 (0.05 %) Net Assets (Cr) ₹8,010 on 31 Jul 26 Category Debt - Short term Bond AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately Low Expense Ratio 0.88 Sharpe Ratio -0.05 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 7.4% Effective Maturity 3 Years 6 Months 14 Days Modified Duration 2 Years 6 Months 22 Days Sub Cat. Short term Bond Growth of 10,000 investment over the years.
Date Value Returns for Axis Short Term Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month 0.3% 3 Month 2.2% 6 Month 2.9% 1 Year 5.7% 3 Year 7.3% 5 Year 6.2% 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 Data below for Axis Short Term Fund as on 31 Jul 26
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. Axis Long Term Equity Fund
Axis Long Term Equity Fund
Growth Launch Date 29 Dec 09 NAV (04 Sep 26) ₹98.0204 ↓ -0.23 (-0.23 %) Net Assets (Cr) ₹32,592 on 31 Jul 26 Category Equity - ELSS AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.54 Sharpe Ratio -0.11 Information Ratio -0.26 Alpha Ratio -1.26 Min Investment 500 Min SIP Investment 500 Exit Load NIL Sub Cat. ELSS Growth of 10,000 investment over the years.
Date Value Returns for Axis Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month -1.2% 3 Month 7.5% 6 Month 5.4% 1 Year 1.7% 3 Year 11.3% 5 Year 5.5% 10 Year 15 Year Since launch 14.7% 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 Data below for Axis Long Term Equity Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 8. Axis Triple Advantage Fund
Axis Triple Advantage Fund
Growth Launch Date 23 Aug 10 NAV (04 Sep 26) ₹45.5202 ↑ 0.10 (0.23 %) Net Assets (Cr) ₹2,499 on 31 Jul 26 Category Hybrid - Multi Asset AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 2 Sharpe Ratio 0.58 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 Returns for Axis Triple Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month 0.6% 3 Month 4.9% 6 Month 2.1% 1 Year 11.7% 3 Year 13.4% 5 Year 8.4% 10 Year 15 Year Since launch 9.9% 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 Data below for Axis Triple Advantage Fund as on 31 Jul 26
Asset Allocation
Asset Class Value Equity Sector Allocation
Sector Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 9. Axis Arbitrage Fund
Axis Arbitrage Fund
Growth Launch Date 14 Aug 14 NAV (04 Sep 26) ₹19.9581 ↓ -0.03 (-0.13 %) Net Assets (Cr) ₹10,339 on 31 Jul 26 Category Hybrid - Arbitrage AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderate Expense Ratio 1.01 Sharpe Ratio 0.32 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 Returns for Axis Arbitrage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month 0.1% 3 Month 1.6% 6 Month 2.7% 1 Year 5.7% 3 Year 6.7% 5 Year 6% 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 Data below for Axis Arbitrage Fund as on 31 Jul 26
Asset Allocation
Asset Class Value Equity Sector Allocation
Sector Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 10. Axis Bluechip Fund
Axis Bluechip Fund
Growth Launch Date 5 Jan 10 NAV (04 Sep 26) ₹59.98 ↓ -0.09 (-0.15 %) Net Assets (Cr) ₹31,632 on 31 Jul 26 Category Equity - Large Cap AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.57 Sharpe Ratio -0.2 Information Ratio -0.32 Alpha Ratio -0.54 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 Returns for Axis Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month -2.5% 3 Month 6% 6 Month 1.8% 1 Year -0.7% 3 Year 9.1% 5 Year 5.1% 10 Year 15 Year Since launch 11.4% 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 Data below for Axis Bluechip Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
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Research Highlights for Axis Credit Risk Fund