Axis Mutual Fund

Incorporated in 2009, Axis Mutual Fund launched its first scheme in the month of October, the same year. It is backed up by Axis Bank Ltd. and its trustee is Axis Mutual Fund Trustee Ltd. Over the years Axis MF has grown exponentially, and currently, it manages assets worth INR. 77,325.41 Crore.

Axis MF attributes its success to three fundamental pillars - Long term wealth creation, Outside in (Customer) view and Long-term relationship. The company has a well-rounded product suite that consists of 50 schemes. With over 20 lac active investor accounts, Axis MF caters to investors across 90 cities across India.

Types of Funds offered by Axis Mutual Fund

Axis MFs are categorised on five basis:

Equity Fund
Debt Hybrid
Fund of Funds
Exchange Traded Funds
Special Situation Funds

Debt Funds by Axis Mutual Fund

Axis MF have a total of 9 debt schemes. Mutual funds that invest in fixed income assets such as government securities, treasury bills, corporate bonds and other money market instruments are known as Debt Funds.

Axis Liquid Fund

Fund Type	Open Ended
Benchmark Index	CRISIL Liquid Fund Index
Fund Manager	Mr. Devang Shah and Mr. Aditya Pagaria
Risk	LowINR. 5,000
Minimum Investment	INR. 5,000
Asset Size (Cr)	7193.95
Returns (%) 1 Yr	7.1
Returns (%) 3 Yr	7.3
Returns (%) 5 Yr	8

Investment Objective: To provide high liquidity, reasonable returns, and low risk by investing in debt securities and money market instruments.
Ideal for: Investors who have low risk appetite and wish to grow their capital.

Axis Treasury Advantage Fund (Regular Growth)

Fund Type	Open Ended
Benchmark Index	CRISIL Liquid Fund Index
Fund Manager	Mr. Devang Shah and Mr. Aditya Pagaria
Risk	Moderately Low
Minimum Investment	INR. 5,000
Asset Size (Cr)	821.07
Returns (%) 1 Yr	6.5
Returns (%) 3 Yr	7.4
Returns (%) 5 Yr	8.1

Investment Objective: To provide most favourable returns to investors by investing in a mixture of short term debt and money market instruments.
Ideal for: Investors who are looking to invest for a short term and wish to have spare cash in their bank accounts.

Axis Short Term Fund (Regular Growth)

Fund Type	Open Ended
Benchmark Index	CRISIL Short Term Bond Fund Index
Fund Manager	Moderately Low
Risk	Moderately Low
Minimum Investment	INR. 5,000
Asset Size (Cr)	916.14
Returns (%) 1 Yr	4.6
Returns (%) 3 Yr	7.2
Returns (%) 5 Yr	8.3

Investment Objective: To generate steady returns by following a low-risk strategy of investment through a portfolio of money market instruments and debt securities.
Ideal for: Investors seeking regular income while retaining liquidity over medium to short term.

Axis Dynamic Bond Fund (Regular Growth)

Fund Type	Open Ended
Benchmark Index	CRISIL Composite Bond Fund Index
Fund Manager	Mr. R. Sivakumar and Mr. Devang Shah
Risk	Moderate
Minimum Investment	INR. 5,000
Asset Size (Cr)	198.33
Returns (%) 1 Yr	1.6
Returns (%) 3 Yr	7
Returns (%) 5 Yr	8.4

Investment Objective: To offer optimal returns to the investor by actively managing a portfolio of money market and debt instruments.
Ideal for: Investors who wish to gain optimal returns over medium to long term.

Axis Corporate Debt Fund (Regular Growth)

Fund Type	Open Ended
Benchmark Index	CRISIL Short Term Bond Fund Index
Fund Manager	Mr. Devang Shah
Risk	Moderate
Minimum Investment	INR. 5,000
Asset Size (Cr)	141.01
Returns (%) 1 Yr	6.6
Returns (%) 1 Yr	NA
Returns (%) 5 Yr	NA

Investment Objective: To provide stable income and capital gains by concentrating its investments in corporate debt.
Ideal for: Investors looking at achieving steady returns and having a moderate risk appetite.

Axis Strategic Bond Fund

Fund Type	Open Ended
Benchmark Index	CRISIL Composite Bond Fund Index
Fund Manager	Mr. Devang Shah
Risk	Moderate
Minimum Investment	INR. 5,000
Asset Size (Cr)	889.39
Returns (%) 1 Yr	5.3
Returns (%) 3 Yr	8.3
Returns (%) 5 Yr	9.6

Investment Objective: To maintain liquidity of the folio and generate maximum returns for investors.
Ideal for: Investors seeking optimal returns on their investments over medium term.

Axis Credit Risk Fund

Fund Type	Open Ended
Benchmark Index	CRISIL Short Term Bond Fund Index
Fund Manager	Mr. Devang Shah
Risk	Moderate
Minimum Investment	INR. 5,000
Asset Size (Cr)	1668.88
Returns (%) 1 Yr	4.6
Returns (%) 3 Yr	7.5
Returns (%) 5 Yr	NA

Investment Objective: To provide steady returns across the credit and yield spectrum by investing mainly in debt and money market instruments.
Ideal for: Investors who have a moderate risk appetite and who wish to achieve capital gains.

Axis Gilt Fund

Fund Type	Open Ended
Benchmark Index	CRISIL Short Term Bond Fund Index
Fund Manager	Mr. Devang Shah
Risk	Moderate
Asset Size (Cr)	INR. 5,000
Minimum Investment	1668.88
Asset Size (Cr)	7.5
Returns (%) 1 Yr	7.5
Returns (%) 5 Yr	NA

Investment Objective: To create superior quality liquid vehicle by investing in government securities.
Ideal for: Investors who are looking for risk-free returns and capital appreciation when investing for medium and long durations.

Axis Banking and PSU Debt Fund

Fund Type	Open Ended
Benchmark Index	CRISIL Short Term Bond Fund Index
Fund Manager	Mr. Aditya Pagaria
Risk	Moderately Low
Minimum Investment	INR. 5,000
Asset Size (Cr)	179.06
Returns (%) 1 Yr	6.1
Returns (%) 3 Yr	7.4
Returns (%) 5 Yr	8.4

Investment Objective: Generating steady returns by investing mainly in money market and debt instruments that are issued by PSUs (Public Sector Units), banks, and PFIs (Public Financial Institutions).
Ideal for: Investors looking for frequent income in short and medium durations and who wish to invest in securities issued by banks, PSUs, and PFIs.

Equity Funds by Axis Mutual Fund

Axis Mutual Fund offers 5 schemes in this category. Mutual funds that invests in stocks of large, mid, and small cap companies are known as equity funds.

Axis Bluechip Fund (Regular Growth)

Fund Type	Open Ended
Benchmark Index	Nifty 50
Fund Manager	Mr. Shreyash Devalkar
Risk	Moderately High
Minimum Investment	INR. 5,000
Asset Size (Cr)	1786.82
Returns (%) 1 Yr	22.7
Returns (%) 3 Yr	12.4
Returns (%) 5 Yr	18.2

Investment Objective: To invest in a portfolio that offers a wider scope by mainly investing in a mix of equity, equity-related stocks, and derivatives of large cap companies.
Ideal for: Investors looking for capital gains over long term and who desire to invest in a diversified portfolio comprising of equity-related instruments.

Axis Focused 25 Fund

Fund Type	Nifty 50 Index
Benchmark Index	Nifty 50 Index
Fund Manager	Mr. Jinesh Gopani
Risk	Moderately High
Minimum Investment	INR. 5,000
Asset Size (Cr)	2852.37
Returns (%) 1 Yr	23.6
Returns (%) 3 Yr	16.1
Returns (%) 5 Yr	21.1

Investment Objective: To bring about appreciation in capital over long term by investing in a blended portfolio of equity and equity-related instruments of up to 25 companies.
Ideal for: Investors with a low risk appetite and who wish to receive capital gains over a longer duration.

Axis Midcap Fund

Fund Type	Open Ended
Benchmark Index	S&P; BSE Midcap
Fund Manager	Mr. Shreyash Devalkar
Risk	Moderately High
Minimum Investment	INR. 5,000
Asset Size (Cr)	1225.01
Returns (%) 1 Yr	23.9
Returns (%) 3 Yr	10.2
Returns (%) 5 Yr	26.1

Investment Objective: To accomplish capital gains for the investor over long term by focusing its investments in the stocks of midcap companies.
Ideal for: Investors who are looking to grow their capital over a longer duration and are willing to take high risks.

Axis Multicap Fund

Fund Type	Open Ended
Benchmark Index	Nifty 500 Index
Fund Manager	Mr. Shreyash Devalkar
Risk	Moderately High
Minimum Investment	INR. 5,000
Asset Size (Cr)	2036.38
Returns (%) 1 Yr	NA
Returns (%) 3 Yr	NA
Returns (%) 5 Yr	NA

Investment Objective: To offer capital appreciation to investors by investing in a mix of equity and equity-related instruments.
Ideal for: Investors with an appetite for high risks and who wish to grow their capital over long term.

Hybrid Funds by Axis Mutual Fund

Axis Mutual Fund offers 6 schemes in this category. Hybrid funds invest in a mix of equity and debt securities and offers diversification to the investors, thereby mitigating the risks.

Axis Equity Saver Fund

Fund Type	Open Ended
Benchmark Index	CRISIL Hybrid 85+15 Conservative Index
Fund Manager	Mr. Anupam Tiwari and Mr. R. Sivakumar
Risk	Moderately High
Minimum Investment	INR. 5,000
Asset Size (Cr)	585.54
Returns (%) 1 Yr	10.8
Returns (%) 3 Yr	NA
Returns (%) 5 Yr	NA

Investment Objective: To generate and optimise long-term returns for the investor by diversifying the portfolio to reduce volatility.
Ideal forI: Investors looking at accomplishing returns over medium to long term and who wish to diversify their portfolio.

Axis Dynamic Equity Fund

Fund Type	Open Ended
RiskBenchmark Index	CRISIL Hybrid 35+65 Aggressive Index
Fund Manager	Mr. Anupam Tiwari, Mr. Ashwin Patni and Mr. R. Sivakumar
Risk	Moderately High
Minimum Investment	INR. 5,000
Asset Size (Cr)	2252.8
Returns (%) 1 Yr	11.3
Returns (%) 3 Yr	NA
Returns (%) 5 Yr	NA

Investment Objective: By investing in a mixed portfolio of equity and equity-related instruments, the fund hopes to offer capital appreciation to investors.
Ideal for: Investors willing to take high risks and over a long term, wish to get satisfactory returns on their investment.

Axis Regular Saver Fund

Fund Type	Open Ended
Benchmark Index	CRISIL Hybrid 85+15 - Conservative Index
Fund Manager	Mr. Devang Shah and Mr. Ashish Naik
Risk	Moderately High
Minimum Investment	INR. 5,000
Asset Size (Cr)	420.08
Returns (%) 1 Yr	7.5
Returns (%) 3 Yr	6.5
Returns (%) 5 Yr	10.3

Investment Objective: Offer capital appreciation and regular income to investors by investing in debt and money market securities.
Ideal for: Investors looking to achieve capital gains while also receiving steady income over medium to long term.

Axis Children’s Gift Fund (No Lock-In - Regular Growth)

Fund Type	Open Ended
Benchmark Index	50% Nifty 50 + 50% CRISIL Composite Bond Fund Index
Benchmark Index	Mr. Ashish Naik and Mr. R. Sivakumar
Risk	Moderately High
Minimum Investment	INR. 5,000
Asset Size (Cr)	101.25
Returns (%) 1 Yr	12.4
Returns (%) 3 Yr	NA
Returns (%) 5 Yr	NA

Investment Objective: To fetch good returns for the investor by investing in equity and equity related instruments.
Ideal for: Investors who wish to invest in the future of their child by growing their investments over long term.

Axis Arbitrage Fund

Fund Type	Open Ended
Risk	NIFTY 50 Arbitrage Index
Fund Manager	Mr. Devang Shah and Mr. Ashwin Patni
Risk	Moderate
Minimum Investment	INR. 5,000
Asset Size (Cr)	1048.52
Returns (%) 1 Yr	5.7
Returns (%) 3 Yr	6
Returns (%) 5 Yr	NA

Investment Objective: To leverage ‘low volatility absolute returns’ strategy to fetch good returns for the investor while taking advantage of arbitrage opportunities, debt, and money market instruments.
Ideal for: Investors with a desire to receive income over short or medium duration and wish to invest in arbitrage opportunities that prevails in the cash and derivatives sectors in the equity market.

Axis Triple Advantage Fund

Fund Type	Open Ended
Risk	Moderately High
Fund Manager	Mr. R. Sivakumar and Mr. Ashish Naik
Risk	Moderately High
Minimum Investment	INR. 5,000
Asset Size (Cr)	297.85
Returns (%) 1 Yr	10.1
Returns (%) 3 Yr	7.6
Returns (%) 5 Yr	9.7

Investment Objective: To fetch capital appreciation for the investor over a long term by making investments in a mixture of equity, debt, gold traded funds, etc.
Ideal for: Investors who wish to achieve capital appreciation and have an appetite for risk.

Other Funds From Axis Mutual Fund

Axis Gold ETF

Fund Type	Open Ended
Benchmark Index	Moderately High
Fund Manager	Mr. Devang Shah
Benchmark Index	Moderately High
Minimum Investment	There is no minimum investment though units can be purchased or sold in round lots of 1 unit at NSE or any stock exchange quoted price.
Asset Size (Cr)	85.57
Returns (%) 1 Yr	0.8
Returns (%) 3 Yr	2.4
Returns (%) 5 Yr	-1.3

Investment Objective: To produce returns for the investor that commensurate with the performance of gold
Ideal for: Investors who wish to achieve capital gains over a medium and long term and who prefer to invest in gold securities.

Axis Gold Fund

Fund Type	Open Ended Fund-of-Fund Scheme
Benchmark Index	Domestic Price of Gold
Fund Manager	Mr. Devang Shah
Benchmark Index	Domestic Price of Gold
Minimum Investment	INR. 5,000
Asset Size (Cr)	50.33
Returns (%) 1 Yr	2.9
Returns (%) 3 Yr	2
Returns (%) 5 Yr	-2.4

Investment Objective: To produce returns that matches the returns offered by Axis Gold ETF.
Ideal for: Investors who are looking to grow their capital over a medium or long term and who wish to invest in gold ETF.

Axis Nifty ETF

Fund Type	Open Ended
Risk	NIFTY 50 Index
Fund Manager	Mr. Ashish Naik
Risk	NIFTY 50 Index
Minimum Investment	Minimum lot of 1 unit
Asset Size (Cr)	7.11
Returns (%) 1 Yr	18
Returns (%) 3 Yr	NA
Returns (%) 5 Yr	NA

Investment Objective: To generate returns for the investor that commensurates with the returns offered by Nifty 50 Index but will be subject to tracking errors.
Ideal for: Investors who seek capital gains over medium to long term and who prefer investing in equity and its associated instruments enclosed in the Nifty 50 Index.

Save Tax by Investing in Axis Long Term Equity Fund

Axis Long Term Equity Fund

This is an Equity Linked Savings Scheme (ELSS) with a lock-in period of 3 years. The fund balances its investments between large and midcap companies and offers tax benefits under Section 80C of the Income Tax Act, 1961.

Fund Type	Open Ended
Risk	Moderately High
Fund Manager	Mr. Jinesh Gopani
Risk	Moderately High
Minimum Investment	INR. 500
Asset Size (Cr)	14939.31
Returns (%) 1 Yr	20
Returns (%) 3 Yr	11.6
Returns (%) 5 Yr	25.1

Investment Objective: To produce gainful returns for the investor by investing in a diversified portfolio of equity and equity-related instruments.
Ideal for: Investors who are looking at achieving gains in capital over a longer duration while also enjoying tax benefits.

Best Axis Mutual Funds

*NAV = Net Asset Value

*Returns are measured as a percentage

Fund Name	Fund Name	NAV	Return R(1Yr)	Return (3Yr)	Return (5Yr)
Axis Bluechip Fund Direct Plan	Growth	30.39	22.05	13.57	20.23
Axis Bluechip Fund Direct Plan	Dividend	18.02	13.57	13.57	20.23
Axis Banking & PSU Debt Fund	Growth	1633.92	6.14	7.46	8.31
Axis Banking & PSU Debt Fund	Dividend - Weekly	1007.22	6.14	7.46	8.31
Axis Banking & PSU Debt Fund	Dividend - Weekly	1011.3	6.14	7.46	8.31
Axis Banking & PSU Debt Fund	Dividend - Weekly	1007.9	6.14	7.46	8.31
Axis Banking & PSU Debt Fund	Dividend - Weekly	1651.53	6.14	7.46	8.52
Axis Banking & PSU Debt Fund	Dividend - Weekly	1007.23	6.14	7.46	8.52
Axis Banking & PSU Debt Fund	Dividend - Weekly	1011.41	6.14	7.46	8.52

Eligibility criteria for investing in Axis Mutual Funds

For investing in Axis Mutual Funds, you must have either one of the mentioned statuses:

Adult citizens residing in India
Minors through legal guardian or parents
Hindu Undivided Family (HUF)
Limited Liability Partnerships
Partnership Firms
Proprietors
Financial Institutions and Banks including Regional Rural Banks and Cooperative Banks
Public Sector Undertakings (PSUs), companies, corporate bodies, and societies registered under the Societies Registration Act, 1860
Persons of Indian Origin (PIOs) and Non-Resident Indians (NRIs) on repatriation or non-repatriation basis
Religious and Charitable Trusts
Foreign Institutional Investors (FIIs), Foreign Portfolio Investors (FPIs) and Qualified Foreign Investors (QFIs)

Documents Required for Investing in Axis Mutual Funds

Ensure that you have the following documents needed for investing in an Axis Mutual Fund:

KYC Form - available on the official website of Axis Mutual Funds.
After filling the form, it should be submitted at the nearest investor services center or any SEBI registered intermediary along with the following documents attached - proof of identity and proof of address.
Post submission, the investor will be issued an acknowledgement receipt which they need to submit while applying for subscribing to a mutual fund scheme.

Why invest with Axis Mutual Funds

Tax Saving - Axis Mutual Funds offer schemes that entitle you to tax benefits. The benefits are available under Section 80C of the Income Tax Act, 1961.
Fund Management - The fund managers handling your investment portfolios have a rich experience in making investment decisions which are backed by extensive research.
Lower Risk - Axis Mutual Funds mitigate risks by diversifying its portfolio through a combination of equity, debt and hybrid instruments.
Hassle-Free Subscription and withdrawal - The process for investing is simple, quick and hassle-free. The same applies for redemption of the mutual fund units.

FAQs on Axis Mutual Fund

Can I invest through a Systematic Investment Plan?

Yes, you can. It can be done through an online facility known as iSIP or internet SIP form the Axis Mutual Fund website.

Are my online transactions safe?

All the online transactions of Axis Mutual Fund are protected by Secure Sockets Layer (SSL), a technology which ensures that the information sent and received by the website are confidential.

What is the procedure for transacting online?

Login to the official website of Axis Mutual Fund - axismf.com and click on the ‘Invest With Us’ button. New investors can click on the ‘New Investor’ button and complete the registration process.

What are actively managed funds and passively managed funds?

Passively managed funds are those which mirror an index to fetch returns. Actively managed funds are the ones on which the fund manager has discretion to purchase and sell the stocks of companies.

How much of my returns will be given to my nominees?

If you have listed a nominee, the entire amount can be given or a percentage if you have registered multiple nominees.

How do I contact Axis Mutual Fund Company?

You can contact Axis Mutual Fund at 1800 221 322 / 1800 3000 3300 or email them at customerservice@axismf.com

How do I login Axis Mutual Fund Company website?

You need to visit the website of Axis Mutual Fund and use the customer id/password mentioned as per your welcome kit and use that for logging in to your account.

What is Axis Mutual Fund Company's Contact Number?

You can contact them at 1800 221 322 / 1800 3000 3300.

What type of investor should invest in a small cap scheme?

If your tenure of investment is over 7 years, you can opt for small cap equity schemes.