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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. The company's average AUM for the quarter ended June 30, 2019, totalled Rs. 10,222,114.70 lakhs.
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 53 schemes. Axis MF has established its presence in more than 100 cities across India, and has more than 41 lakh active investor accounts.
The features of mutual fund schemes offered by the fund house are as under:
Below are the different schemes offered by the fund house:
| Fund Name | Scheme Description | Annualized Returns 3 Yrs | Annualized Returns 5 Yrs | Annualized Returns 3 Yrs | Annualized Returns 5 Yrs |
|---|---|---|---|---|---|
| Axis Long Term Equity Fund | An open-ended ELSS with a statutory lock in of 3 years and tax benefit | 17.44% | 11.41% | 14.51% | 9.57% |
| Axis Focused 25 Fund | An open-ended equity scheme that invests in maximum 25 stocks investing in large cap, mid cap and small cap companies | 18.74% | 12.71% | 15.63% | 9.38% |
| Axis Bluechip Fund | 20.34% | 10.66% | 15.63% | 9.38% | 11.8230 (as on 16-Jan-2020) |
| Axis Mid Cap Fund | An open-ended equity scheme primarily investing in Mid Cap stocks | 17.82% | 9.83% | 8.68% | 8.81% |
| Axis Multicap Fund | An open-ended equity scheme investing across large cap, mid cap, small cap stocks | - | - | - | - |
| Axis NIFTY 100 Index Fund | An open-ended Index Fund that tracks the NIFTY 100 Index | - | - | - | - |
| Axis Growth Opportunities Fund | An open-ended equity scheme that invests in both large cap and mid cap stocks | - | - | - | - |
| Axis Small Cap Fund | An open-ended equity scheme predominantly investing in small cap stocks | 14.55% | 11.39% | 1.32% | 3.08% |
| Fund Name | Scheme Description | Annualized Returns 3 Yrs | Annualized Returns 5 Yrs | Annualized Returns 3 Yrs | Annualized Returns 5 Yrs |
|---|---|---|---|---|---|
| Axis Dynamic Equity Fund | An open-ended dynamic asset allocation fund | - | - | - | - |
| Axis Arbitrage Fund | An open-ended scheme investing in arbitrage opportunities | 5.72% | 6.28% | 5.12% | 5.91% |
| Axis Equity Hybrid Fund | An open-ended hybrid scheme investing primarily in equity and equity related instruments | - | - | - | - |
| Fund Name | Scheme Description | Annualized Returns 3 Yrs | Annualized Returns 5 Yrs | Annualized Returns 3 Yrs | Annualized Returns 5 Yrs |
|---|---|---|---|---|---|
| Axis Banking & PSU Debt Fund | An open-ended ELSS with a statutory lock in of 3 years and tax benefit | 17.44% | 11.41% | 14.51% | 9.57% |
| Axis Liquid Fund | An open-ended equity scheme that invests in maximum 25 stocks investing in large cap, mid cap and small cap companies | 18.74% | 12.71% | 15.63% | 9.38% |
| Axis Gilt Fund | 20.34% | 10.66% | 15.63% | 9.38% | 11.8230 (as on 16-Jan-2020) |
| Axis Corporate Debt Fund | An open-ended equity scheme primarily investing in Mid Cap stocks | 17.82% | 9.83% | 8.68% | 8.81% |
| Axis Dynamic Bond Fund | An open-ended equity scheme investing across large cap, mid cap, small cap stocks | - | - | - | - |
| Axis Dynamic Bond Fund | An open-ended Index Fund that tracks the NIFTY 100 Index | - | - | - | - |
| Axis Strategic Bond Fund | An open-ended equity scheme that invests in both large cap and mid cap stocks | - | - | - | - |
| Axis Credit Risk Fund | An open-ended equity scheme predominantly investing in small cap stocks | 14.55% | 11.39% | 1.32% | 3.08% |
| Axis Money Market Fund | An open-ended ELSS with a statutory lock in of 3 years and tax benefit | 17.44% | 11.41% | 14.51% | 9.57% |
| Axis Overnight Fund | An open-ended equity scheme that invests in maximum 25 stocks investing in large cap, mid cap and small cap companies | 18.74% | 12.71% | 15.63% | 9.38% |
| Axis Short Term Fund | 20.34% | 10.66% | 15.63% | 9.38% | 11.8230 (as on 16-Jan-2020) |
| Axis Treasury Advantage Fund | An open-ended equity scheme primarily investing in Mid Cap stocks | 17.82% | 9.83% | 8.68% | 8.81% |
| Axis Ultra Short Term Fund | An open-ended equity scheme investing across large cap, mid cap, small cap stocks | - | - | - | - |
| Fund Name | Scheme Description | Annualized Returns 3 Yrs | Annualized Returns 5 Yrs | Annualized Returns 3 Yrs | Annualized Returns 5 Yrs |
|---|---|---|---|---|---|
| Axis Gold ETF | An open-ended scheme replicating/tracking Domestic Price of Gold | 9.96% | 6.09% | 11.27% | 7.40% |
| Axis NIFTY ETF | - | - | - | - | - |
| Fund Name | Scheme Description | Annualized Returns 3 Yrs | Annualized Returns 5 Yrs | Annualized Returns 3 Yrs | Annualized Returns 5 Yrs |
|---|---|---|---|---|---|
| Axis Gold Fund | An open-ended fund of fund scheme investing in Axis Gold ETF | 10.30% | 5.54% | 11.27% | 7.40% |
| Fund Name | Scheme Description | Annualized Returns 3 Yrs | Annualized Returns 5 Yrs | Annualized Returns 3 Yrs | Annualized Returns 5 Yrs |
|---|---|---|---|---|---|
| Axis Childrens Gift Fund - Compulsory Lock-In | An open-ended fund for investment for children, having a lock-in of 5 years or till the child attains age of majority (whichever is earlier) | 11.53% | - | 12.73% | - |
| Axis Retirement Savings Fund - Aggressive Plan | An open-ended retirement solution oriented scheme having a lock-in of 5 years or till retirement age (whichever is earlier) | - | - | - | - |
| Axis Retirement Savings Fund - Conservative Plan | An open-ended retirement solution-oriented scheme having a lock-in of 5 years or till retirement age (whichever is earlier) | - | - | - | - |
| Axis Retirement Savings Fund - Dynamic Plan | An open-ended retirement solution-oriented scheme having a lock-in of 5 years or till retirement age (whichever is earlier) | - | - | - | - |
Source: Official website of Axis Mutual Fund
The following entities can invest in the mutual fund schemes of the fund house:
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
Individuals can invest in the mutual fund schemes of the company via its website. A new investor would first need to register with the fund house by providing certain details, including name, mobile number, email address, date of birth and PAN. Those who have already registered with the company will need to login using their PAN or email address. Users can also transact through i) the company’s mobile app (Axis Mutual Fund EasyApp), ii) by making a phone call (EasyCall) and iii) by sending an SMS.
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.
