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, debt, hybrid, Other Funds (Fund of Funds and Exchange Traded Funds) and 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 a high level of liquidity with reasonable returns commensurating with low risk through a portfolio of money market and debt securities.
Suitable 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 optimal returns and liquidity to the investors by investing primarily in a mix of money market and short term debt instruments which results in a portfolio having marginally higher maturity as compared to a liquid fund at the same time maintaining a balance between safety and liquidity.
Suitable for: Investment in debt and money market instruments.

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 stable returns with a low risk strategy while maintaining liquidity through a portfolio comprising of debt and money market instruments.
Suitable for: Investment in debt and money market instruments.

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 generate optimal returns while maintaining liquidity through active management of a portfolio of debt and money market instruments.
Suitable for: Dynamic debt scheme investing across duration.

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: The Scheme seeks to provide steady income and capital appreciation by investing in corporate debt. There is no assurance or guarantee that the objectives of the Scheme will be realized.
Suitable for: Predominantly investing in corporate debt.

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 generate optimal returns in the medium term while maintaining liquidity of the portfolio by investing in debt and money market instruments.
Suitable for: Investment in diversified portfolio of debt and money market securities to generate optimal risk adjusted returns while maintaining liquidity.

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 generate stable returns by investing in debt & money market instruments across the yield curve & credit spectrum.
Suitable for: : Investment in debt and money market instruments across the yield curve and credit spectrum.

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: The Scheme will aim to generate credit risk-free returns through investments in sovereign securities issued by the Central Government and/or State Government.
Suitable for: Investment mainly in Government securities across maturities

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:To generate stable returns by investing predominantly in debt & money market instruments issued by Banks, Public Sector Units (PSUs) & Public Financial Institutions (PFIs). The Scheme shall endeavor to generate optimum returns with low credit risk.
Suitable for: Investment in debt and money market instruments issued by Banks, PFIs & PSUs.

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 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.
Suitable for: Investment in a diversified portfolio predominantly consisting of equity and equity related instruments of large cap companies.

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 generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of up to 25 companies.
Suitable for: Investment in a concentrated portfolio of equity & equity related instruments of up to 25 companies.

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 achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies.
Suitable for: Investing predominantly in equity & equity related instruments of Mid Cap companies.

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 generate long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments across market capitalization.
Suitable for: Investment in a diversified portfolio consisting of equity and equity related instruments across market capitalization.

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: The investment objective of the scheme is to provide capital appreciation and income distribution to the investors by using equity and equity related instruments, arbitrage opportunities, and investments in debt and money market instruments.
Suitable for: Providing capital appreciation and income distribution to the investors by using equity and equity related instruments, arbitrage opportunities, and investments in debt and money market instruments.

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: To generate capital appreciation by investing in a portfolio of equity or equity linked securities while secondary objective is to generate income through investments in debt and money market instruments. It also aims to manage risk through active asset allocation.
Suitable for: Investment in equity and equity related instruments as well as debt and money market instruments while managing risk through active asset allocation.

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: The Scheme seeks to generate regular income through investments in debt & money market instruments, along with capital appreciation through limited exposure to equity and equity related instruments.
Suitable for: Investment in debt and money market instruments as well as equity and equity related instruments.

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: The investment objective of the scheme is to generate income by investing in debt & money market instruments along with long-term capital appreciation through investments in equity & equity related instruments.
Suitable for: Investment in debt and money market instruments as well as equity and equity related instruments.

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 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.
Suitable for: Investment in arbitrage opportunities in the cash & derivatives segment of 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 generate long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments, fixed income instruments & gold exchange traded funds.
Suitable for: Investment in a diversified portfolio of equity and equity related instruments, fixed income instruments & gold exchange traded funds.

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 generate returns that are in line with the performance of gold.
Suitable for: Capital appreciation over a medium and long term with investment 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 generate returns that closely correspond to returns generated by Axis Gold ETF.
Suitable for: Investors seeking capital appreciation over a medium or long term with investment 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 provide returns before expenses that closely correspond to the total returns of the Nifty 50 Index subject to tracking errors.
Suitable for: Investors seeking capital appreciation over medium to long term with investment 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 generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related securities.
Suitable for: Investment in a diversified portfolio predominantly consisting of equity and equity related instruments.

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
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.

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.