+91-22-489139092022 માટે 10 શ્રેષ્ઠ એક્સિસ મ્યુચ્યુઅલ ફંડ યોજનાઓ
એક્સિસ મ્યુચ્યુઅલ ફંડ 2009માં તેની પ્રથમ સ્કીમ લોન્ચ થયા બાદથી મજબૂત રીતે વિકાસ થયો છેAMC 50 ધરાવે છેમ્યુચ્યુઅલ ફંડ યોજનાઓ, 20 લાખથી વધુ સક્રિય રોકાણકારો અને દેશભરના 90 થી વધુ શહેરોમાં હાજરી સાથે.
દરેક પ્રકારની સેવા કરવા માટેરોકાણકાર, એક્સિસ મ્યુચ્યુઅલ ફંડ જેવી યોજનાઓની શ્રેણી ઓફર કરે છેઇક્વિટી ફંડ્સ,ડેટ ફંડ, આર્બિટ્રેશન,ELSS,ગિલ્ટ ફંડ્સ,લિક્વિડ ફંડ્સ,હાઇબ્રિડ ફંડ અને ગોલ્ડ ફંડ. રોકાણકારો તેમના રોકાણના લક્ષ્યોની યોજના બનાવી શકે છે જેમ કે લાંબા ગાળાની સંપત્તિ સર્જન, કર બચત,નિવૃત્તિ, બાળકનું ઉચ્ચ શિક્ષણ, લગ્ન વગેરે, દ્વારારોકાણ આ યોજનાઓમાં.
રોકાણકારો સૂચિબદ્ધ ટોચની 10 શ્રેષ્ઠ એક્સિસ મ્યુચ્યુઅલ ફંડ યોજનાઓમાંથી ફંડ પસંદ કરી શકે છે. આ શ્રેષ્ઠ પ્રદર્શન કરતી યોજનાઓને એયુએમ જેવા મહત્વના માપદંડો હાથ ધરીને શોર્ટલિસ્ટ કરવામાં આવી છે.નથી, ભૂતકાળનું પ્રદર્શન, પીઅર સરેરાશ વળતર, વગેરે.
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એક્સિસ મ્યુચ્યુઅલ ફંડ સ્કીમ્સમાં શા માટે રોકાણ કરવું?
એક્સિસ મ્યુચ્યુઅલ ફંડ ઓફર કરતી સ્કીમ્સ તેના પોર્ટફોલિયોમાં વૈવિધ્યીકરણ કરીને જોખમો ઘટાડે છે, નિશ્ચિત ઋણના સંયોજન દ્વારાઆવક સાધન, ઇક્વિટી, હાઇબ્રિડ, વગેરે.
એક્સિસ મ્યુચ્યુઅલ ફંડના ફંડ મેનેજરો પાસે રોકાણના નિર્ણયો લેવાનો સમૃદ્ધ અનુભવ છે. તેમનો અનુભવ તમને તમારો વિકાસ કરવામાં મદદ કરશેપાટનગર લાંબા ગાળે.
એક્સિસ AMCમાં રોકાણ કરવાની પ્રક્રિયા ઝડપી, સરળ અને મુશ્કેલી-મુક્ત છે.
શ્રેષ્ઠ એક્સિસ મ્યુચ્યુઅલ ફંડ યોજનાઓ
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 ₹21.6066
↑ 0.02 ₹367 5,000 1,000 1.7 4.7 8.5 7.6 6.8 7.2 8 Axis Focused 25 Fund Growth ₹54.84
↑ 0.11 ₹13,025 5,000 500 2.1 11.1 4.3 9.3 13.8 13.8 14.8 Axis Strategic Bond Fund Growth ₹28.26
↑ 0.04 ₹1,942 5,000 1,000 1.4 4.8 8.9 7.9 6.9 8.1 8.7 Axis Liquid Fund Growth ₹2,927.89
↑ 0.50 ₹33,529 500 1,000 1.5 3.3 7 7 5.6 7 7.4 Axis Short Term Fund Growth ₹31.2382
↑ 0.03 ₹11,467 5,000 1,000 1.6 4.9 8.9 7.5 6.1 7.6 8 Axis Dynamic Bond Fund Growth ₹29.696
↑ 0.07 ₹1,279 5,000 1,000 -0.1 4.3 7.8 7.5 5.8 7.9 8.6 Axis Long Term Equity Fund Growth ₹95.4423
↑ 0.07 ₹36,258 500 500 1.5 9.2 3.4 11.9 15.9 15.5 17.4 Axis Arbitrage Fund Growth ₹18.8287
↑ 0.02 ₹6,950 5,000 1,000 1.5 3.3 6.7 6.9 5.6 5.9 7.6 Axis Triple Advantage Fund Growth ₹39.868
↓ -0.01 ₹1,484 5,000 1,000 2.8 8.2 5.3 10.1 13.3 9.7 15.4 Axis Bluechip Fund Growth ₹60.03
↑ 0.14 ₹34,374 5,000 500 1 7.1 2.5 10.6 14.6 12.2 13.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Aug 25 Research Highlights & Commentary of 10 Funds showcased
Commentary Axis Credit Risk Fund Axis Focused 25 Fund Axis Strategic Bond Fund Axis Liquid Fund Axis Short Term Fund Axis Dynamic Bond Fund Axis Long Term Equity Fund Axis Arbitrage Fund Axis Triple Advantage Fund Axis Bluechip Fund Point 1 Bottom quartile AUM (₹367 Cr). Upper mid AUM (₹13,025 Cr). Lower mid AUM (₹1,942 Cr). Upper mid AUM (₹33,529 Cr). Upper mid AUM (₹11,467 Cr). Bottom quartile AUM (₹1,279 Cr). Highest AUM (₹36,258 Cr). Lower mid AUM (₹6,950 Cr). Bottom quartile AUM (₹1,484 Cr). Top quartile AUM (₹34,374 Cr). Point 2 Established history (11+ yrs). Established history (13+ yrs). Established history (13+ yrs). Oldest track record among peers (15 yrs). Established history (15+ yrs). Established history (14+ yrs). Established history (15+ yrs). Established history (11+ yrs). Established history (14+ yrs). Established history (15+ 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: Moderately Low. Risk profile: Moderate. Risk profile: Moderately High. Risk profile: Moderate. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 1Y return: 8.54% (upper mid). 5Y return: 13.79% (upper mid). 1Y return: 8.88% (top quartile). 1Y return: 7.04% (upper mid). 1Y return: 8.86% (top quartile). 1Y return: 7.81% (upper mid). 5Y return: 15.86% (top quartile). 5Y return: 5.56% (bottom quartile). 5Y return: 13.27% (upper mid). 5Y return: 14.57% (top quartile). Point 6 1M return: 0.35% (upper mid). 3Y return: 9.28% (upper mid). 1M return: 0.22% (upper mid). 1M return: 0.46% (top quartile). 1M return: 0.30% (upper mid). 1M return: -0.36% (lower mid). 3Y return: 11.86% (top quartile). 3Y return: 6.87% (bottom quartile). 3Y return: 10.10% (upper mid). 3Y return: 10.63% (top quartile). Point 7 Sharpe: 2.51 (top quartile). 1Y return: 4.34% (bottom quartile). Sharpe: 2.09 (upper mid). Sharpe: 3.87 (top quartile). Sharpe: 2.32 (upper mid). Sharpe: 0.87 (upper mid). 1Y return: 3.37% (bottom quartile). 1Y return: 6.70% (lower mid). 1Y return: 5.28% (lower mid). 1Y return: 2.53% (bottom quartile). Point 8 Information ratio: 0.00 (top quartile). Alpha: 2.19 (top 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: 1.15 (top quartile). 1M return: 0.54% (top quartile). 1M return: -0.35% (lower mid). Alpha: -1.15 (bottom quartile). Point 9 Yield to maturity (debt): 7.90% (top quartile). Sharpe: 0.15 (bottom quartile). Yield to maturity (debt): 7.66% (top quartile). Yield to maturity (debt): 5.96% (lower mid). Yield to maturity (debt): 6.80% (upper mid). Yield to maturity (debt): 6.46% (upper mid). Sharpe: 0.09 (bottom quartile). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Sharpe: -0.02 (bottom quartile). Point 10 Modified duration: 2.26 yrs (lower mid). Information ratio: -1.01 (bottom quartile). Modified duration: 3.22 yrs (bottom quartile). Modified duration: 0.16 yrs (upper mid). Modified duration: 2.22 yrs (lower mid). Modified duration: 4.72 yrs (bottom quartile). Information ratio: -0.49 (bottom quartile). Sharpe: 0.67 (lower mid). Sharpe: 0.22 (lower mid). Information ratio: -1.08 (bottom quartile). Axis Credit Risk Fund
Axis Focused 25 Fund
Axis Strategic Bond Fund
Axis Liquid Fund
Axis Short Term Fund
Axis Dynamic Bond Fund
Axis Long Term Equity Fund
Axis Arbitrage Fund
Axis Triple Advantage 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 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 (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 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 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 (14 Aug 25) ₹21.6066 ↑ 0.02 (0.11 %) Net Assets (Cr) ₹367 on 30 Jun 25 Category Debt - Credit Risk AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderate Expense Ratio 1.58 Sharpe Ratio 2.51 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 7.9% Effective Maturity 2 Years 9 Months 11 Days Modified Duration 2 Years 3 Months 4 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 14 Aug 25 Duration Returns 1 Month 0.4% 3 Month 1.7% 6 Month 4.7% 1 Year 8.5% 3 Year 7.6% 5 Year 6.8% 10 Year 15 Year Since launch 7.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 8% 2023 7% 2022 4% 2021 6% 2020 8.2% 2019 4.4% 2018 5.9% 2017 6.4% 2016 9.8% 2015 8.7% Fund Manager information for Axis Credit Risk Fund
Name Since Tenure Data below for Axis Credit Risk Fund as on 30 Jun 25
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 (14 Aug 25) ₹54.84 ↑ 0.11 (0.20 %) Net Assets (Cr) ₹13,025 on 30 Jun 25 Category Equity - Focused AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.69 Sharpe Ratio 0.15 Information Ratio -1.01 Alpha Ratio 2.19 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 14 Aug 25 Duration Returns 1 Month -0.7% 3 Month 2.1% 6 Month 11.1% 1 Year 4.3% 3 Year 9.3% 5 Year 13.8% 10 Year 15 Year Since launch 13.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 14.8% 2023 17.2% 2022 -14.5% 2021 24% 2020 21% 2019 14.7% 2018 0.6% 2017 45.2% 2016 4.6% 2015 3.9% Fund Manager information for Axis Focused 25 Fund
Name Since Tenure Data below for Axis Focused 25 Fund as on 30 Jun 25
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 (14 Aug 25) ₹28.26 ↑ 0.04 (0.16 %) Net Assets (Cr) ₹1,942 on 30 Jun 25 Category Debt - Medium term Bond AMC Axis Asset Management Company Limited Rating ☆☆☆☆ Risk Moderate Expense Ratio 1.06 Sharpe Ratio 2.09 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 7.66% Effective Maturity 4 Years 1 Month 17 Days Modified Duration 3 Years 2 Months 19 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 14 Aug 25 Duration Returns 1 Month 0.2% 3 Month 1.4% 6 Month 4.8% 1 Year 8.9% 3 Year 7.9% 5 Year 6.9% 10 Year 15 Year Since launch 8.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 8.7% 2023 7.3% 2022 3.8% 2021 5.2% 2020 10.5% 2019 7.1% 2018 6.7% 2017 7.5% 2016 11.6% 2015 6.8% Fund Manager information for Axis Strategic Bond Fund
Name Since Tenure Data below for Axis Strategic Bond Fund as on 30 Jun 25
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 (14 Aug 25) ₹2,927.89 ↑ 0.50 (0.02 %) Net Assets (Cr) ₹33,529 on 30 Jun 25 Category Debt - Liquid Fund AMC Axis Asset Management Company Limited Rating ☆☆☆☆ Risk Low Expense Ratio 0.23 Sharpe Ratio 3.87 Information Ratio 0 Alpha Ratio 0 Min Investment 500 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 5.96% Effective Maturity 2 Months 1 Day Modified Duration 1 Month 27 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 14 Aug 25 Duration Returns 1 Month 0.5% 3 Month 1.5% 6 Month 3.3% 1 Year 7% 3 Year 7% 5 Year 5.6% 10 Year 15 Year Since launch 7% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.4% 2023 7.1% 2022 4.9% 2021 3.3% 2020 4.3% 2019 6.6% 2018 7.5% 2017 6.7% 2016 7.6% 2015 8.4% Fund Manager information for Axis Liquid Fund
Name Since Tenure Data below for Axis Liquid Fund as on 30 Jun 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. Axis Short Term Fund
Axis Short Term Fund
Growth Launch Date 22 Jan 10 NAV (14 Aug 25) ₹31.2382 ↑ 0.03 (0.11 %) Net Assets (Cr) ₹11,467 on 30 Jun 25 Category Debt - Short term Bond AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately Low Expense Ratio 0.92 Sharpe Ratio 2.32 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 6.8% Effective Maturity 2 Years 8 Months 12 Days Modified Duration 2 Years 2 Months 19 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 14 Aug 25 Duration Returns 1 Month 0.3% 3 Month 1.6% 6 Month 4.9% 1 Year 8.9% 3 Year 7.5% 5 Year 6.1% 10 Year 15 Year Since launch 7.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 8% 2023 6.8% 2022 3.7% 2021 3.5% 2020 10.1% 2019 9.8% 2018 6.3% 2017 5.9% 2016 9.6% 2015 8.1% Fund Manager information for Axis Short Term Fund
Name Since Tenure Data below for Axis Short Term Fund as on 30 Jun 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. Axis Dynamic Bond Fund
Axis Dynamic Bond Fund
Growth Launch Date 27 Apr 11 NAV (14 Aug 25) ₹29.696 ↑ 0.07 (0.24 %) Net Assets (Cr) ₹1,279 on 30 Jun 25 Category Debt - Dynamic Bond AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderate Expense Ratio 0.57 Sharpe Ratio 0.87 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 6.46% Effective Maturity 8 Years 11 Days Modified Duration 4 Years 8 Months 19 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 14 Aug 25 Duration Returns 1 Month -0.4% 3 Month -0.1% 6 Month 4.3% 1 Year 7.8% 3 Year 7.5% 5 Year 5.8% 10 Year 15 Year Since launch 7.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 8.6% 2023 6.6% 2022 2.1% 2021 3.9% 2020 12.3% 2019 11% 2018 6.2% 2017 3.4% 2016 13.4% 2015 6.7% Fund Manager information for Axis Dynamic Bond Fund
Name Since Tenure Data below for Axis Dynamic Bond Fund as on 30 Jun 25
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 (14 Aug 25) ₹95.4423 ↑ 0.07 (0.08 %) Net Assets (Cr) ₹36,258 on 30 Jun 25 Category Equity - ELSS AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.55 Sharpe Ratio 0.09 Information Ratio -0.49 Alpha Ratio 1.15 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 14 Aug 25 Duration Returns 1 Month -1% 3 Month 1.5% 6 Month 9.2% 1 Year 3.4% 3 Year 11.9% 5 Year 15.9% 10 Year 15 Year Since launch 15.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 17.4% 2023 22% 2022 -12% 2021 24.5% 2020 20.5% 2019 14.8% 2018 2.7% 2017 37.4% 2016 -0.7% 2015 6.7% Fund Manager information for Axis Long Term Equity Fund
Name Since Tenure Data below for Axis Long Term Equity Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 8. Axis Arbitrage Fund
Axis Arbitrage Fund
Growth Launch Date 14 Aug 14 NAV (14 Aug 25) ₹18.8287 ↑ 0.02 (0.11 %) Net Assets (Cr) ₹6,950 on 30 Jun 25 Category Hybrid - Arbitrage AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderate Expense Ratio 0.96 Sharpe Ratio 0.67 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 14 Aug 25 Duration Returns 1 Month 0.5% 3 Month 1.5% 6 Month 3.3% 1 Year 6.7% 3 Year 6.9% 5 Year 5.6% 10 Year 15 Year Since launch 5.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.6% 2023 6.9% 2022 4.2% 2021 3.8% 2020 4.1% 2019 5.8% 2018 6.1% 2017 5.2% 2016 6.9% 2015 7.3% Fund Manager information for Axis Arbitrage Fund
Name Since Tenure Data below for Axis Arbitrage Fund as on 30 Jun 25
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 Triple Advantage Fund
Axis Triple Advantage Fund
Growth Launch Date 23 Aug 10 NAV (14 Aug 25) ₹39.868 ↓ -0.01 (-0.03 %) Net Assets (Cr) ₹1,484 on 30 Jun 25 Category Hybrid - Multi Asset AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.04 Sharpe Ratio 0.22 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) 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 14 Aug 25 Duration Returns 1 Month -0.3% 3 Month 2.8% 6 Month 8.2% 1 Year 5.3% 3 Year 10.1% 5 Year 13.3% 10 Year 15 Year Since launch 9.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 15.4% 2023 12.9% 2022 -5.8% 2021 22.8% 2020 18% 2019 15.3% 2018 1.9% 2017 15.9% 2016 7.1% 2015 -0.5% Fund Manager information for Axis Triple Advantage Fund
Name Since Tenure Data below for Axis Triple Advantage Fund as on 30 Jun 25
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 (14 Aug 25) ₹60.03 ↑ 0.14 (0.23 %) Net Assets (Cr) ₹34,374 on 30 Jun 25 Category Equity - Large Cap AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.55 Sharpe Ratio -0.02 Information Ratio -1.08 Alpha Ratio -1.15 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 14 Aug 25 Duration Returns 1 Month -0.5% 3 Month 1% 6 Month 7.1% 1 Year 2.5% 3 Year 10.6% 5 Year 14.6% 10 Year 15 Year Since launch 12.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 13.7% 2023 17.4% 2022 -5.7% 2021 20.6% 2020 19.7% 2019 18.6% 2018 6.5% 2017 38% 2016 -3.6% 2015 -1.2% Fund Manager information for Axis Bluechip Fund
Name Since Tenure Data below for Axis Bluechip Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
એક્સિસ મ્યુચ્યુઅલ ફંડમાં ઓનલાઈન કેવી રીતે રોકાણ કરવું?
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તમારી નોંધણી અને KYC પ્રક્રિયા પૂર્ણ કરો
દસ્તાવેજો અપલોડ કરો (PAN, આધાર, વગેરે).અને, તમે રોકાણ કરવા માટે તૈયાર છો!
અહીં આપેલી માહિતી સચોટ છે તેની ખાતરી કરવા માટેના તમામ પ્રયાસો કરવામાં આવ્યા છે. જો કે, ડેટાની શુદ્ધતા અંગે કોઈ ગેરંટી આપવામાં આવતી નથી. કોઈપણ રોકાણ કરતા પહેલા કૃપા કરીને સ્કીમ માહિતી દસ્તાવેજ સાથે ચકાસો.
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Research Highlights for Axis Credit Risk Fund