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एक्सिस म्यूचुअल फंड 2009 में अपनी पहली योजना के शुभारंभ के बाद से काफी वृद्धि हुई हैएएमसी 50 . धारण करता हैम्यूचुअल फंड योजनाएं, 20 लाख से अधिक सक्रिय निवेशक और देश भर के 90 से अधिक शहरों में उपस्थिति के साथ।
हर प्रकार की सेवा करने के लिएइन्वेस्टर, एक्सिस म्यूचुअल फंड योजनाओं की एक श्रृंखला प्रदान करता है जैसेइक्विटी फ़ंड,डेट फंड, मध्यस्थता करना,ईएलएसएस,गिल्ट फंड,लिक्विड फंड,हाइब्रिड फंड और गोल्ड फंड। निवेशक अपने निवेश लक्ष्यों की योजना बना सकते हैं जैसे लंबी अवधि के धन सृजन, कर बचत,निवृत्ति, बच्चे की उच्च शिक्षा, विवाह आदि, द्वारानिवेश इन योजनाओं में।
निवेशक सूचीबद्ध शीर्ष 10 सर्वश्रेष्ठ एक्सिस म्यूचुअल फंड योजनाओं में से एक फंड चुन सकते हैं। इन सबसे अच्छा प्रदर्शन करने वाली योजनाओं को एयूएम, जैसे महत्वपूर्ण मानदंडों को पूरा करके शॉर्टलिस्ट किया गया है।नहीं हैं, पिछले प्रदर्शन, सहकर्मी औसत रिटर्न, आदि।
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एक्सिस म्यूचुअल फंड योजनाओं में निवेश क्यों करें?
एक्सिस म्युचुअल फंड की पेशकश की गई योजनाएं ऋण के संयोजन के माध्यम से अपने पोर्टफोलियो में विविधता लाकर जोखिम को कम करती हैं, निश्चितआय साधन, इक्विटी, संकर, आदि।
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सर्वश्रेष्ठ एक्सिस म्यूचुअल फंड योजनाएं
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 ₹22.1622
↑ 0.01 ₹367 5,000 1,000 2.4 3.8 8.9 8 6.8 7.2 8 Axis Focused 25 Fund Growth ₹55.95
↑ 0.10 ₹12,581 5,000 500 1.7 3.3 4.5 11.3 10.2 13.7 14.8 Axis Strategic Bond Fund Growth ₹28.8579
↑ 0.00 ₹1,928 5,000 1,000 2.3 2.9 8.8 8.2 6.7 8.1 8.7 Axis Liquid Fund Growth ₹2,976.16
↑ 0.48 ₹35,360 500 1,000 1.4 3 6.7 7 5.8 7 7.4 Axis Short Term Fund Growth ₹31.8337
↓ 0.00 ₹12,346 5,000 1,000 2 2.9 8.6 7.7 6 7.6 8 Axis Dynamic Bond Fund Growth ₹30.2446
↓ -0.01 ₹1,197 5,000 1,000 2.5 1.2 7.7 7.5 5.6 7.9 8.6 Axis Long Term Equity Fund Growth ₹98.7461
↓ -0.02 ₹35,172 500 500 2.7 4.1 5.1 14.2 12.3 15.5 17.4 Axis Triple Advantage Fund Growth ₹43.4024
↑ 0.01 ₹1,705 5,000 1,000 7.7 10.6 12.5 13.4 12.5 10.1 15.4 Axis Arbitrage Fund Growth ₹19.1106
↓ 0.00 ₹7,873 5,000 1,000 1.3 2.9 6.4 7 5.7 5.9 7.6 Axis Bluechip Fund Growth ₹62.55
↑ 0.03 ₹33,827 5,000 500 3.6 4.9 6.1 11.9 12 12.2 13.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 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 Triple Advantage Fund Axis Arbitrage Fund Axis Bluechip Fund Point 1 Bottom quartile AUM (₹367 Cr). Upper mid AUM (₹12,581 Cr). Lower mid AUM (₹1,928 Cr). Highest AUM (₹35,360 Cr). Upper mid AUM (₹12,346 Cr). Bottom quartile AUM (₹1,197 Cr). Top quartile AUM (₹35,172 Cr). Bottom quartile AUM (₹1,705 Cr). Lower mid AUM (₹7,873 Cr). Upper mid AUM (₹33,827 Cr). Point 2 Established history (11+ yrs). Established history (13+ yrs). Established history (13+ yrs). Oldest track record among peers (16 yrs). Established history (15+ yrs). Established history (14+ yrs). Established history (15+ yrs). Established history (15+ yrs). Established history (11+ 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: Moderately High. Risk profile: Moderate. Risk profile: Moderately High. Point 5 1Y return: 8.94% (top quartile). 5Y return: 10.16% (upper mid). 1Y return: 8.78% (upper mid). 1Y return: 6.66% (lower mid). 1Y return: 8.63% (upper mid). 1Y return: 7.74% (upper mid). 5Y return: 12.28% (top quartile). 5Y return: 12.51% (top quartile). 5Y return: 5.71% (bottom quartile). 5Y return: 12.04% (upper mid). Point 6 1M return: 0.75% (top quartile). 3Y return: 11.30% (upper mid). 1M return: 0.71% (upper mid). 1M return: 0.49% (lower mid). 1M return: 0.59% (upper mid). 1M return: 0.49% (lower mid). 3Y return: 14.20% (top quartile). 3Y return: 13.37% (top quartile). 3Y return: 7.00% (bottom quartile). 3Y return: 11.89% (upper mid). Point 7 Sharpe: 2.49 (top quartile). 1Y return: 4.48% (bottom quartile). Sharpe: 1.54 (upper mid). Sharpe: 3.13 (top quartile). Sharpe: 1.73 (upper mid). Sharpe: 0.35 (lower mid). 1Y return: 5.12% (bottom quartile). 1Y return: 12.48% (top quartile). 1Y return: 6.36% (lower mid). 1Y return: 6.05% (bottom quartile). Point 8 Information ratio: 0.00 (top quartile). Alpha: -0.74 (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: -0.94 (bottom quartile). 1M return: 1.44% (top quartile). 1M return: 0.54% (upper mid). Alpha: -0.76 (bottom quartile). Point 9 Yield to maturity (debt): 8.08% (top quartile). Sharpe: -0.04 (bottom quartile). Yield to maturity (debt): 7.79% (top quartile). Yield to maturity (debt): 6.00% (lower mid). Yield to maturity (debt): 6.88% (upper mid). Yield to maturity (debt): 6.61% (upper mid). Sharpe: -0.06 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 0.00 (lower mid). Sharpe: 0.04 (bottom quartile). Point 10 Modified duration: 2.15 yrs (lower mid). Information ratio: -0.92 (bottom quartile). Modified duration: 3.17 yrs (bottom quartile). Modified duration: 0.10 yrs (upper mid). Modified duration: 2.22 yrs (lower mid). Modified duration: 4.92 yrs (bottom quartile). Information ratio: -0.50 (bottom quartile). Sharpe: 0.46 (upper mid). Sharpe: 0.24 (lower mid). Information ratio: -1.04 (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 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 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 (27 Nov 25) ₹22.1622 ↑ 0.01 (0.04 %) Net Assets (Cr) ₹367 on 31 Oct 25 Category Debt - Credit Risk AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderate Expense Ratio 1.57 Sharpe Ratio 2.49 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 8.08% Effective Maturity 2 Years 5 Months 12 Days Modified Duration 2 Years 1 Month 24 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 27 Nov 25 Duration Returns 1 Month 0.8% 3 Month 2.4% 6 Month 3.8% 1 Year 8.9% 3 Year 8% 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 31 Oct 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 (27 Nov 25) ₹55.95 ↑ 0.10 (0.18 %) Net Assets (Cr) ₹12,581 on 31 Oct 25 Category Equity - Focused AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.73 Sharpe Ratio -0.04 Information Ratio -0.92 Alpha Ratio -0.74 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 27 Nov 25 Duration Returns 1 Month -1.8% 3 Month 1.7% 6 Month 3.3% 1 Year 4.5% 3 Year 11.3% 5 Year 10.2% 10 Year 15 Year Since launch 13.7% 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 31 Oct 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 (27 Nov 25) ₹28.8579 ↑ 0.00 (0.01 %) Net Assets (Cr) ₹1,928 on 31 Oct 25 Category Debt - Medium term Bond AMC Axis Asset Management Company Limited Rating ☆☆☆☆ Risk Moderate Expense Ratio 1.08 Sharpe Ratio 1.54 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 7.79% Effective Maturity 4 Years 3 Months 11 Days Modified Duration 3 Years 2 Months 1 Day 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 27 Nov 25 Duration Returns 1 Month 0.7% 3 Month 2.3% 6 Month 2.9% 1 Year 8.8% 3 Year 8.2% 5 Year 6.7% 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 31 Oct 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 (27 Nov 25) ₹2,976.16 ↑ 0.48 (0.02 %) Net Assets (Cr) ₹35,360 on 31 Oct 25 Category Debt - Liquid Fund AMC Axis Asset Management Company Limited Rating ☆☆☆☆ Risk Low Expense Ratio 0.23 Sharpe Ratio 3.13 Information Ratio 0 Alpha Ratio 0 Min Investment 500 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 6% Effective Maturity 1 Month 8 Days Modified Duration 1 Month 6 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 27 Nov 25 Duration Returns 1 Month 0.5% 3 Month 1.4% 6 Month 3% 1 Year 6.7% 3 Year 7% 5 Year 5.8% 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 31 Oct 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 (27 Nov 25) ₹31.8337 ↓ 0.00 (0.00 %) Net Assets (Cr) ₹12,346 on 31 Oct 25 Category Debt - Short term Bond AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately Low Expense Ratio 0.88 Sharpe Ratio 1.73 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 6.88% Effective Maturity 2 Years 8 Months 26 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 27 Nov 25 Duration Returns 1 Month 0.6% 3 Month 2% 6 Month 2.9% 1 Year 8.6% 3 Year 7.7% 5 Year 6% 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 31 Oct 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 (27 Nov 25) ₹30.2446 ↓ -0.01 (-0.04 %) Net Assets (Cr) ₹1,197 on 31 Oct 25 Category Debt - Dynamic Bond AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderate Expense Ratio 0.59 Sharpe Ratio 0.35 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 6.61% Effective Maturity 8 Years 3 Months 7 Days Modified Duration 4 Years 11 Months 1 Day 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 27 Nov 25 Duration Returns 1 Month 0.5% 3 Month 2.5% 6 Month 1.2% 1 Year 7.7% 3 Year 7.5% 5 Year 5.6% 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 31 Oct 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 (27 Nov 25) ₹98.7461 ↓ -0.02 (-0.02 %) Net Assets (Cr) ₹35,172 on 31 Oct 25 Category Equity - ELSS AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.52 Sharpe Ratio -0.06 Information Ratio -0.5 Alpha Ratio -0.94 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 27 Nov 25 Duration Returns 1 Month -0.5% 3 Month 2.7% 6 Month 4.1% 1 Year 5.1% 3 Year 14.2% 5 Year 12.3% 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 31 Oct 25
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 (27 Nov 25) ₹43.4024 ↑ 0.01 (0.02 %) Net Assets (Cr) ₹1,705 on 31 Oct 25 Category Hybrid - Multi Asset AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.1 Sharpe Ratio 0.46 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 27 Nov 25 Duration Returns 1 Month 1.4% 3 Month 7.7% 6 Month 10.6% 1 Year 12.5% 3 Year 13.4% 5 Year 12.5% 10 Year 15 Year Since launch 10.1% 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 31 Oct 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 Arbitrage Fund
Axis Arbitrage Fund
Growth Launch Date 14 Aug 14 NAV (27 Nov 25) ₹19.1106 ↓ 0.00 (-0.01 %) Net Assets (Cr) ₹7,873 on 31 Oct 25 Category Hybrid - Arbitrage AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderate Expense Ratio 1 Sharpe Ratio 0.24 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 27 Nov 25 Duration Returns 1 Month 0.5% 3 Month 1.3% 6 Month 2.9% 1 Year 6.4% 3 Year 7% 5 Year 5.7% 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 31 Oct 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 (27 Nov 25) ₹62.55 ↑ 0.03 (0.05 %) Net Assets (Cr) ₹33,827 on 31 Oct 25 Category Equity - Large Cap AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 0.68 Sharpe Ratio 0.04 Information Ratio -1.04 Alpha Ratio -0.76 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 27 Nov 25 Duration Returns 1 Month 0.1% 3 Month 3.6% 6 Month 4.9% 1 Year 6.1% 3 Year 11.9% 5 Year 12% 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 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
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