Best investment policies at lowest premiums.
Top performing investment plans, better than mutual funds
Plans with zero commissions
and lowest charges in the market.
tax-free returns
Benefits for 80C, 10(10D) and no LTCG.

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. 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.

Features of Axis Mutual Fund

The features of mutual fund schemes offered by the fund house are as under:

  • The different kinds of funds offered by the company include debt funds, hybrid funds, equity funds, other funds (FOF and ETF) and special situation funds.
  • Investments are made in fundamentally sound companies using the ‘Bottom up’ approach.
  • Decisions are driven by extensive macroeconomic and company research.
  • There is rigorous search for firms with long-term sustainable growth.
  • Investors have the option of parking their money via the SIP route.

Types of Funds offered by Axis Mutual Fund

Below are the different schemes offered by the fund house:

Equity Fund

Fund Name Scheme DescriptionAnnualized Returns 3 YrsAnnualized Returns 5 YrsAnnualized Returns 3 YrsAnnualized Returns 5 Yrs
Axis Long Term Equity FundAn open-ended ELSS with a statutory lock in of 3 years and tax benefit17.44%11.41%14.51%9.57%
Axis Focused 25 FundAn open-ended equity scheme that invests in maximum 25 stocks investing in large cap, mid cap and small cap companies18.74%12.71%15.63%9.38%
Axis Bluechip Fund20.34%10.66%15.63%9.38%11.8230 (as on 16-Jan-2020)
Axis Mid Cap FundAn open-ended equity scheme primarily investing in Mid Cap stocks17.82%9.83%8.68%8.81%
Axis Multicap FundAn open-ended equity scheme investing across large cap, mid cap, small cap stocks----
Axis NIFTY 100 Index FundAn open-ended Index Fund that tracks the NIFTY 100 Index----
Axis Growth Opportunities FundAn open-ended equity scheme that invests in both large cap and mid cap stocks----
Axis Small Cap FundAn open-ended equity scheme predominantly investing in small cap stocks14.55%11.39%1.32%3.08%

Hybrid/Balanced Funds

Fund NameScheme DescriptionAnnualized Returns 3 YrsAnnualized Returns 5 YrsAnnualized Returns 3 YrsAnnualized Returns 5 Yrs
Axis Dynamic Equity FundAn open-ended dynamic asset allocation fund----
Axis Arbitrage FundAn open-ended scheme investing in arbitrage opportunities5.72%6.28%5.12%5.91%
Axis Equity Hybrid FundAn open-ended hybrid scheme investing primarily in equity and equity related instruments----

Debt Funds

Fund Name Scheme DescriptionAnnualized Returns 3 YrsAnnualized Returns 5 YrsAnnualized Returns 3 YrsAnnualized Returns 5 Yrs
Axis Banking & PSU Debt FundAn open-ended ELSS with a statutory lock in of 3 years and tax benefit17.44%11.41%14.51%9.57%
Axis Liquid FundAn open-ended equity scheme that invests in maximum 25 stocks investing in large cap, mid cap and small cap companies18.74%12.71%15.63%9.38%
Axis Gilt Fund20.34%10.66%15.63%9.38%11.8230 (as on 16-Jan-2020)
Axis Corporate Debt FundAn open-ended equity scheme primarily investing in Mid Cap stocks17.82%9.83%8.68%8.81%
Axis Dynamic Bond FundAn open-ended equity scheme investing across large cap, mid cap, small cap stocks----
Axis Dynamic Bond FundAn open-ended Index Fund that tracks the NIFTY 100 Index----
Axis Strategic Bond FundAn open-ended equity scheme that invests in both large cap and mid cap stocks----
Axis Credit Risk FundAn open-ended equity scheme predominantly investing in small cap stocks14.55%11.39%1.32%3.08%
Axis Money Market FundAn open-ended ELSS with a statutory lock in of 3 years and tax benefit17.44%11.41%14.51%9.57%
Axis Overnight FundAn open-ended equity scheme that invests in maximum 25 stocks investing in large cap, mid cap and small cap companies18.74%12.71%15.63%9.38%
Axis Short Term Fund20.34%10.66%15.63%9.38%11.8230 (as on 16-Jan-2020)
Axis Treasury Advantage FundAn open-ended equity scheme primarily investing in Mid Cap stocks17.82%9.83%8.68%8.81%
Axis Ultra Short Term FundAn open-ended equity scheme investing across large cap, mid cap, small cap stocks----

ETF Fund

Fund Name Scheme DescriptionAnnualized Returns 3 YrsAnnualized Returns 5 YrsAnnualized Returns 3 YrsAnnualized Returns 5 Yrs
Axis Gold ETFAn open-ended scheme replicating/tracking Domestic Price of Gold9.96%6.09%11.27%7.40%
Axis NIFTY ETF-----

FOF Fund

Fund Name Scheme DescriptionAnnualized Returns 3 YrsAnnualized Returns 5 YrsAnnualized Returns 3 YrsAnnualized Returns 5 Yrs
Axis Gold FundAn open-ended fund of fund scheme investing in Axis Gold ETF10.30%5.54%11.27%7.40%

Special Situation Schemes

Fund Name Scheme DescriptionAnnualized Returns 3 YrsAnnualized Returns 5 YrsAnnualized Returns 3 YrsAnnualized Returns 5 Yrs
Axis Childrens Gift Fund - Compulsory Lock-InAn 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 PlanAn 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 PlanAn 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 PlanAn 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

Eligibility criteria for investing in Axis Mutual Funds

The following entities can invest in the mutual fund schemes of the fund house:

  • Adult citizens residing in India
  • Minors through legal guardian or parents
  • Hindu Undivided Family (HUF)
  • Limited Liability Partnerships
  • Partnership Firms
  • Proprietors
  • NRIs, FIIs, OCIs and POIs.

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.

How to Invest in Axis Mutual Fund?

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.

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.

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