Axis Mutual Fund
Axis Asset Management Company Limited is Axis Mutual Fund’s Investment and Asset Manager. Axis Mutual Fund is one of India’s fastest-growing mutual fund houses in India. The company’s investment philosophy is laid on three principles – long-term wealth creation, outside-in view, and long-term relationships. The company boasts a well-rounded portfolio of more than 53 mutual fund schemes across categories like debt, equity, hybrid, etc. It maintains over 98 lakh investor accounts. Also, Axis Mutual Fund offers its services online and through more than 100 branches in India.
Best Axis Mutual Funds
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| AXIS Small Cap Fund | Equity | 5  |
11,390 | 4.2 | 24.0 | 18.3 |
| AXIS Midcap Fund | Equity | 5 |
19,144 | -1.8 | 17.2 | 14.9 |
| AXIS Growth Opportunities Fund | Equity | 4 |
8,257 | -5.1 | 17.1 | - |
| AXIS Capital Builder Fund | Equity | - | 680 | 2.5 | 15.4 | 9.9 |
| AXIS FTP – Series 109 – 111Days | Debt | - | 565 | 11.1 | 14.4 | 14.0 |
| AXIS FTP – Series 104 – 1112Days | Debt | - | 110 | 11.1 | 14.4 | 14.0 |
| AXIS Nifty 100 Index Fund | Other | 3 |
893 | 2.7 | 13.7 | - |
| AXIS Capital Builder Fund | Equity | - | 1,447 | -1.9 | 12.8 | - |
| AXIS Flexi Cap Fund | Equity | 4 |
10,763 | -6.2 | 11.3 | 12.2 |
| AXIS Gold Fund | Other | 4 |
280 | 16.9 | 11.2 | 12.8 |
| AXIS Triple Advantage Fund | Hybrid | 2 |
1,661 | -3.8 | 10.9 | 10.1 |
| AXIS Children’s Gift Fund | Solution Oriented | - | 706 | -5.6 | 10.6 | 9.6 |
| AXIS Children’s Gift Fund | Solution Oriented | 3 |
706 | -5.8 | 10.4 | 9.4 |
| AXIS Bluechip Fund | Equity | 5 |
35,197 | -4.5 | 10.4 | 11.5 |
| AXIS Equity Hybrid Fund | Hybrid | 2 |
1,829 | -3.7 | 10.0 | - |
| AXIS Retirement Savings Fund | Solution Oriented | 1 |
284 | -6.2 | 9.2 | - |
| AXIS Equity Saver Fund | Hybrid | 3 |
1,046 | 1.9 | 8.7 | 8.3 |
| AXIS Regular Saver Fund | Hybrid | 3 |
437 | 1.7 | 8.7 | 6.7 |
| AXIS Balanced Advantage Fund | Hybrid | 3 |
2,259 | 1.7 | 8.6 | 7.5 |
| AXIS Retirement Savings Fund | Solution Oriented | 3 |
87 | -0.9 | 8.0 | - |
| AXIS Long Term Equity Fund | Equity | 2 |
30,471 | -9.6 | 7.9 | 8.5 |
| AXIS Retirement Savings Fund | Solution Oriented | 1 |
654 | -4.9 | 7.8 | - |
| AXIS Strategic Bond Fund | Debt | 4 |
1,598 | 4.9 | 7.0 | 7.3 |
| AXIS Credit Risk Fund | Debt | 4 |
622 | 5.1 | 7.0 | 6.8 |
| AXIS Corporate Debt Fund | Debt | 5 |
2,989 | 4.6 | 6.8 | 7.3 |
| AXIS Focused 25 Fund | Equity | 2 |
16,723 | -12.6 | 6.8 | 7.7 |
| AXIS Gilt Fund | Debt | 4 |
125 | 3.4 | 6.3 | 7.6 |
| AXIS Short Term Fund | Debt | 4 |
6,941 | 4.6 | 6.3 | 7.3 |
| AXIS Dynamic Bond Fund | Debt | 2 |
1,676 | 3.8 | 6.2 | 7.6 |
| AXIS Banking & PSU Debt Fund | Debt | 4 |
13,113 | 4.3 | 5.7 | 7.2 |
| AXIS Treasury Advantage Fund | Debt | 4 |
4,582 | 4.8 | 5.4 | 6.6 |
| AXIS Ultra Short Term Fund | Debt | 4 |
4,357 | 5.2 | 5.1 | - |
| AXIS Money Market Fund | Debt | 4 |
3,228 | 5.1 | 5.0 | - |
| AXIS Arbitrage Fund | Hybrid | 4 |
3,337 | 5.0 | 4.8 | 5.6 |
| AXIS Liquid Fund | Debt | 4 |
29,674 | 5.1 | 4.2 | 5.3 |
| AXIS Overnight Fund | Debt | 4 |
9,326 | 4.9 | 3.8 | - |
| AXIS Long Duration Fund | Debt | - | 36 | - | - | - |
| AXIS Silver Fund | Other | - | 20 | - | - | - |
| AXIS Nifty 50 Index Fund | Other | - | 194 | 3.8 | - | - |
| AXIS NASDAQ 100 Fund | Other | - | 33 | - | - | - |
| AXIS Multicap Fund | Equity | - | 5,084 | 0.1 | - | - |
| AXIS Global Innovation Fund | Other | - | 1,118 | -3.6 | - | - |
| AXIS Quant Fund | Equity | - | 1,143 | 0.9 | - | - |
| AXIS Nifty Next 50 Index Fund | Other | - | 78 | - | - | - |
| AXIS Crisil IBX 70:30 CPSE Plus SDL April 2025 Index Fund | Other | - | 512 | - | - | - |
| AXIS Global Equity Alpha Fund | Other | - | 1,032 | 1.6 | - | - |
| AXIS Floater Fund | Debt | - | 460 | 5.1 | - | - |
| AXIS Equity ETFs FoF – Direct Growth | Other | - | 15 | - | - | - |
| AXIS Special Situations Fund | Equity | - | 1,563 | -7.8 | - | - |
| AXIS Crisil IBX SDL May 2027 Index Fund | Other | - | 1,566 | - | - | - |
| AXIS CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund | Other | - | - | - | - | - |
| AXIS Value Fund | Equity | - | 258 | 4.2 | - | - |
| AXIS Nifty Smallcap 50 Index Fund | Other | - | 48 | - | - | - |
| AXIS All Seasons Debt Fund | Other | 4 |
163 | 4.4 | - | - |
| AXIS Greater China Equity Fund | Other | - | 114 | -5.3 | - | - |
| AXIS Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF FOF-Dir Growth | Other | - | 258 | 2.7 | - | - |
| AXIS Nifty Midcap 50 Index Fund | Other | - | 34 | - | - | - |
| AXIS ESG Equity Fund | Equity | - | 1,606 | -4.7 | - | - |
| AXIS Nifty SDL September 2026 Debt Index Fund | Other | - | 68 | - | - | - |
The main sponsors of Axis Mutual Fund are Axis Bank and Schroder Investment Management (Singapore) Limited (SIMSL). Axis Bank is India’s third-largest private sector bank. Its clientele includes retail investors, large and mid corporates, agriculture and retail firms, and MSME. The bank has over 2,400 domestic branches and 12,922 ATMs across India. It also has seven (7) international offices in Hong Kong, Dubai, Singapore, Colombo, Abu Dhabi, and Shanghai. Axis Bank has a balance sheet of INR .3,83,245 crores and a 5-year CAGR of 21% in Total Assets. Schroder Investment Management (Singapore) Limited (SIMSL) holds a 25% stake in Axis AMC through its subsidiary Schroder Singapore Holdings Private Limited (SSHPL). Schroders has a history of more than 200 years in asset management, managing investments worth £418.2 billion.
Axis Mutual Fund is headed by Mr Chandresh Kumar Nigam, Managing Director and Chief Executive Officer, and Mr Gopal Menon, Chief Operating Officer and Chief Financial Officer. Besides mutual funds, Axis AMC also offers Portfolio Management Services, Alternate Investment Funds, and Real Estate Funds. Axis AMC’s grew from INR 48,144.48 lakhs in FY20 to INR 65,528.82 lakhs in FY21. Its Profit After Tax (PAT) increased from INR 11,683.48 lakhs in FY20 to INR 24,372.47 lakhs in FY21. And its total comprehensive income grew from INR 11,603.95 lakhs in FY20 to INR 24,479.31 lakhs in FY21.
In the financial year 2021, Axis MF launched three new funds in the global sphere – Axis Global Equity Alpha Fund of Fund, Axis Greater China Equity Fund of Fund, and Axis Special Situations Fund. It also launched two new schemes in the ETF segment – Axis Technology ETF and Axis Banking ETF. Of the 54 schemes offered by Axis Mutual Fund, 16 are equity schemes, 17 are debt schemes, 6 are hybrid schemes, 7 are ETFs. The fund house also offers four investment packs, five solution-oriented schemes, and three international funds.
Axis Asset Management Company Limited Key Information
| Mutual Fund Name | Axis Mutual Fund |
| Founded on | 4th September 2009 |
| Trustee | Axis Mutual Fund |
| Managing Director and Chief Executive Officer | Mr Chandresh Kumar Nigam |
| Chief Operating Officer and Chief Financial Officer | Mr Gopal Menon |
| Auditors | M/s S R Batliboi & Co. (Mutual Fund) and M/s Haribhakti & Co. (AMC) |
| Custodian and Fund Accountant | Deutsche Bank A.G.
222, Kodak House, Dr D.N. Road, Fort, Mumbai – 400 001. |
| Registrar and Transfer Agent | KFin Technologies Private Limited,
Selenium Building, Tower-B, Plot No 31 & 32 Financial District, Nanakramguda, Serilingampally, Hyderabad, Rangareddi, Telangana, India – 500 032 |
| Registered Office | Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai 400025 |
Axis Mutual Fund Managers
Mr Jinesh Gopani
With 20 years of work experience in fund management and content listing, Mr Jinesh Gopani is a prime part of Axis Mutual Fund. His current designation is Head of Equities, Axis Asset Management Ltd. He heads US$ 18 billion equity AUM (Asset Under Management) at Axis AMC. The AUM size of Axis Mutual Fund has increased at a CAGR (Compounded Annual Growth Rate) of 35% in the last three (3) years and 45% since its inception in 2009. His educational qualifications include a Master of Business Administration (MBA), MMS (Finance and Financial Management Services), and B.Com (Finance) from the University of Mumbai.
Mr Gopani joined Axis AMC in September 2009 as a Senior Fund Manager. He was promoted to his current role in September 2016. Before joining Axis AMC, he worked with Birla Sunlife as a Portfolio Manager and Voyager India Capital as Senior Research Analyst.
Under Mr Jinesh Gopani’s stewardship, Axis AMC has earned the coveted title of the No. 1 AMC in India. Incidentally, it was the 41st AMC in 2009. Mr Gopani manages fourteen (14) Axis Mutual Fund schemes, including Axis Long Term Equity Fund, Axis Focused 25 Fund, Axis Nifty Midcap 50 Index Fund, Axis NIFTY IT ETF, Axis Retirement Savings Fund, etc.
Mr Ashish Naik
With 14 years of work experience, Mr Ashish Naik handles Funds and Content Listing at Axis Mutual Fund. His current designation is Fund Manager of Equity, Axis Asset Management Ltd. He joined Axis AMC in August 2009 as AVP – Research Analyst and was promoted to Assistant Fund Manager in 2016 and Fund Manager in June 2018. Before joining Axis AMC, Mr Naik worked with Goldman Sachs as Sell-side Equity Research Analyst and Hexaware Technologies as Software Engineer.
Mr Ashish Naik’s educational qualifications include PGDBM (Finance and Marketing) from XLRI Jamshedpur, Financial Risk Management (FRM) from Global Association of Risk Professionals (GARP), and BE (Computer Engineering) from the University of Mumbai. Mr Nail also has a certificate in Chartered Financial Analyst (CFA Institute). His areas of interest include valuation, financial modelling, equity research, financial analysis, corporate finance, etc.
Mr Ashish Naik currently manages eleven (11) schemes at Axis Mutual Fund, including Axis Triple Advantage Fund, Axis Arbitrage Fund, Axis Special Situations Fund, Axis Quant Fund, Axis NIFTY 100 Index Fund, etc.
Mr Shreyas Devalkar
With 18 years of work experience, Mr Shreyas Devalkar handles Funds and Content Listing at Axis Mutual Fund. His current designation is Senior Fund Manager of Equity, Axis Asset Management Ltd. He joined Axis AMC in November 2016. Before joining Axis AMC, he worked with BNP Paribas Asset Management (India) Pvt. Ltd. as Fund Manager – Equity, IDFC AMC as VP Research – Equity Analyst, IDFC Securities as VP Research – Equity Analyst, and JP Morgan as Credit Analyst.
Mr Shreyas Devalkar’s educational qualifications include MBA (Management) from Jamnalal Bajaj Institute of Management Studies, Bachelor in Chemical Engineering from University Department of Chemical Technology, Mumbai, and HSC from D G Ruparel College. His areas of interest include equity research, financial modelling, portfolio management, etc.
Mr Shreyas Devalkar manages four (4) schemes at Axis Mutual Fund, including Axis Bluechip Fund and Axis Flexi Cap Fund.
Mr Anupam Tiwari
With 14 years of work experience, Mr Anupam Tiwari handles Funds and Content Listing at Axis Mutual Fund. His current designation is Fund Manager of Equity, Axis Asset Management Ltd. He joined Axis AMC in October 2016. Before joining Axis AMC, he worked with Principal PNB Mutual Fund and Reliance Life Insurance Company Limited as Equity Fund Manager and Reliance Capital Asset Management Company Limited as Senior Equity Analyst. Mr Tiwari is a Chartered Accountant (Financial Management, Accounting, Auditing, Taxation) from The Institute of Chartered Accountants of India. His areas of expertise include equities, portfolio management, valuation, etc.
Mr Anupam Tiwari manages four (4) schemes at Axis Mutual Fund, including Axis Small Cap Fund and Axis Equity Saver Fund.
How to Invest in Axis Mutual Fund?
Axis Mutual Fund is one of the largest mutual fund houses in India. It manages more than 1.28 crore active investor accounts and an average AUM of more than INR 2,59,818 crore. Axis Mutual Fund has branches in more than one hundred (100) cities. The fund house offers fifty-eight (58) mutual fund schemes, excluding Fund of Funds. You can invest in Axis Mutual Fund schemes easily by following the steps mentioned below:
- Visit 5paisa’s official website
- Click on ‘Open Demat Account’ by entering your mobile number, email address, PAN, and Aadhar, and take a selfie before signing the E Sign form. Hit ‘Submit.’
- After submitting your details, you will receive the account information in your registered email address.
- Visit 5paisa’s official website again and click on ‘Login.’
- After logging in, look for ‘Axis Mutual Fund’ and select the scheme you want to invest in. You may check the fund returns and minimum investment amount on the platform to make an informed decision.
- Select ‘One-Time’ or ‘Start SIP.’ ‘One-Time’ investment refers to lump sum investment. Lump sum investment generally refers to any investment above INR 5,000. SIP refers to Systematic Investment Plan. SIP generally starts from INR 500 every month.
- Enter the investment details. After investing, you can check the investment status in the order book.
It is wise to know that Axis Mutual Fund usually credits the units within three (3) business days from the investment date. So, you cannot redeem or switch any units before 3 days.
Besides opening an account with 5paisa through the website, you can also download the 5paisa app on your Android, Windows Phone, or iPhone and create an all-in-one account to invest in Axis Mutual Fund schemes.
Top 10 Axis Mutual Funds to Invest
Axis AMC offers 58 mutual fund schemes across segments like equity, liquid, money market, gilt, debt, ELSS, hybrid, index, gold, and Fund of Funds. It also offers five (5) solution oriented schemes. The fund house also allows SIP (Systematic Investment Plan), SWP (Systematic Withdrawal Plan), and STP (Systematic Transfer Plan). The following are the top mutual fund schemes in each category:
AXIS Small Cap Fund
Axis Small Cap Fund tops the list of thirteen (13) equity mutual fund schemes offered by Axis AMC. The fund’s regular- growth scheme has delivered a CAGR of 18.68% in 5 years, 25.25% in 3 years, 17.26% in 1 year, and 22.86% since inception. The fund’s AUM is INR 8,984.18 crore (as on 31 May 2022)
5-Year Return – 18.68%
3-Year Return – 25.25%
1-Year Return – 17.26%
Return Since Inception – 22.86%
Minimum Lumpsum Investment – INR 5,000
Minimum Additional Investment – INR 100
Minimum SIP Investment – INR 500
Benchmark – NIFTY Smallcap 250 TRI
Entry Load – Nil
Exit Load – 1% if withdrawn before 12 months from the investment date
Fund Manager(s) – Mr Anupam Tiwari and Mr Hitesh Das
| Min Investment Amt | |
|---|---|
| AUM | |
| 1Y Returns | % |
AXIS Flexi Cap Fund
Axis Flexi Cap Fund comes second in the list of thirteen (13) equity mutual fund schemes offered by Axis AMC. The fund’s regular- growth scheme has delivered a CAGR of 12.45% in 3 years, 3.05% in 1 year, and 12.28% since inception. The fund’s AUM is INR 10,080.68 crore (as on 31 May 2022)
3-Year Return – 12.45%
1-Year Return – 3.05%
Return Since Inception – 12.28%
Minimum Lumpsum Investment – INR 5,000
Minimum Additional Investment – INR 100
Minimum SIP Investment – INR 500
Benchmark – NIFTY 500 TRI
Entry Load – Nil
Exit Load – 1% if withdrawn before 12 months from the investment date
Fund Manager(s) – Mr Shreyas Devalkar and Mr Hitesh Das
| Min Investment Amt | |
|---|---|
| AUM | |
| 1Y Returns | % |
AXIS Midcap Fund
Axis Mid Cap Fund comes third in the list of thirteen (13) equity mutual fund schemes offered by Axis AMC. The fund’s regular- growth scheme has delivered a CAGR of 17.25% in 5 years, 19.51% in 3 years, 8.39% in 1 year, and 17.70% since inception. The fund’s AUM is INR 17,164.77 crore (as on 31 May 2022)
5-Year Return – 17.25%
3-Year Return – 19.51%
1-Year Return – 8.39%
Return Since Inception – 17.70%
Minimum Lumpsum Investment – INR 5,000
Minimum Additional Investment – INR 100
Minimum SIP Investment – INR 500
Benchmark – S&P BSE Midcap 150 TRI
Entry Load – Nil
Exit Load – 1% if withdrawn before 12 months from the investment date
Fund Manager(s) – Mr Shreyas Devalkar and Mr Hitesh Das
| Min Investment Amt | |
|---|---|
| AUM | |
| 1Y Returns | % |
AXIS Short Term Fund
Axis Short Term Fund tops the list of fifteen (15) debt mutual fund schemes offered by Axis AMC. The fund’s regular- growth scheme has delivered a CAGR of 6.66% in 5 years, 6.51% in 3 years, 2.69% in 1 year, and 7.63% since inception. The fund’s AUM is INR 7,779.99 crore (as on 31 May 2022)
5-Year Return – 6.66%
3-Year Return – 6.51%
1-Year Return – 2.69%
Return Since Inception – 7.63%
Minimum Lumpsum Investment – INR 5,000
Minimum Additional Investment – INR 1,000
Minimum SIP Investment – INR 1,000
Benchmark – NIFTY Short Duration Debt Index B-II
Entry Load – Nil
Exit Load – Nil
Fund Manager(s) – Mr Devang Shah
| Min Investment Amt | |
|---|---|
| AUM | |
| 1Y Returns | % |
AXIS Dynamic Bond Fund
Axis Dynamic Bond Fund comes second in the list of fifteen (15) debt mutual fund schemes offered by Axis AMC. The fund’s regular- growth scheme has delivered a CAGR of 6.50% in 5 years, 6.43% in 3 years, 0.41% in 1 year, and 7.96% since inception. The fund’s AUM is INR 1,755.46 crore (as on 31 May 2022)
5-Year Return – 6.50%
3-Year Return – 6.43%
1-Year Return – 0.41%
Return Since Inception – 7.96%
Minimum Lumpsum Investment – INR 5,000
Minimum Additional Investment – INR 100
Minimum SIP Investment – INR 1,000
Benchmark – NIFTY Composite Debt Index B-III
Entry Load – Nil
Exit Load – Nil
Fund Manager(s) – Mr R. Sivakumar, Mr Devang Shah, Mr Kaustubh Sule
| Min Investment Amt | |
|---|---|
| AUM | |
| 1Y Returns | % |
AXIS Gold Fund
Axis Gold Fund tops the list of five (5) solution-oriented mutual fund schemes offered by Axis AMC. The fund’s regular- growth scheme has delivered a CAGR of 10.99% in 5 years, 15.87% in 3 years, 3.56% in 1 year, and 4.28% since inception. The fund’s AUM is INR 261.82 crore (as on 31 May 2022)
5-Year Return – 10.99%
3-Year Return – 15.87%
1-Year Return – 3.56%
Return Since Inception – 4.28%
Minimum Lumpsum Investment – INR 5,000
Minimum Additional Investment – INR 100
Minimum SIP Investment – INR 1,000
Benchmark – Domestic Price of Gold
Entry Load – Nil
Exit Load – Nil
Fund Manager(s) – Mr Aditya Pagaria
| Min Investment Amt | |
|---|---|
| AUM | |
| 1Y Returns | % |
AXIS Children’s Gift Fund
Axis Childrens Gift Fund comes second in the list of five (5) solution-oriented mutual fund schemes offered by Axis AMC. The fund’s regular- growth scheme has delivered a CAGR of 10.68% in 5 years, 11.65% in 3 years, 5.49% in 1 year, and 10.29% since inception. The fund’s AUM is INR 671.95 crore (as on 31 May 2022).
5-Year Return – 10.68%
3-Year Return – 11.65%
1-Year Return – 5.49%
Return Since Inception – 10.29%
Minimum Lumpsum Investment – INR 5,000
Minimum Additional Investment – INR 100
Minimum SIP Investment – INR 1,000
Benchmark – NIFTY 50 Hybrid Composite Debt 65:35 Index
Entry Load – Nil
Exit Load – 3% for withdrawals made before 1 year from the investment date
Fund Manager(s) – Mr R. Sivakumar, Mr Kaustubh Sule, Mr Ashish Naik
| Min Investment Amt | |
|---|---|
| AUM | |
| 1Y Returns | % |
AXIS Triple Advantage Fund
Axis Triple Advantage Fund tops the list of six (6) solution-oriented mutual fund schemes offered by Axis AMC. The fund’s regular- growth scheme has delivered a CAGR of 10.50% in 5 years, 12.48% in 3 years, 3.59% in 1 year, and 9.21% since inception. The fund’s AUM is INR 1,666.50 crore (as on 31 May 2022).
5-Year Return – 10.50%
3-Year Return – 12.48%
1-Year Return – 3.59%
Return Since Inception – 9.21%
Minimum Lumpsum Investment – INR 5,000
Minimum Additional Investment – INR 100
Minimum SIP Investment – INR 1,000
Benchmark – 65% of Nifty 50 TRI + 20% of NIFTY Composite Debt Index + 15% of INR Price of Gold
Entry Load – Nil
Exit Load – 1% for withdrawals made before 1 year from the investment date
Fund Manager(s) – Mr R. Sivakumar, Mr Ashish Naik, and Mr Hardik Shah
| Min Investment Amt | |
|---|---|
| AUM | |
| 1Y Returns | % |
AXIS Equity Hybrid Fund
Axis Equity Hybrid Fund comes second in the list of six (6) solution-oriented mutual fund schemes offered by Axis AMC. The fund’s regular- growth scheme has delivered a CAGR of 11.27% in 3 years, 5.40% in 1 year, and 10.12% since inception. The fund’s AUM is INR 1,814.81 crore (as on 31 May 2022).
3-Year Return – 11.27%
1-Year Return – 5.40%
Return Since Inception – 10.12%
Minimum Lumpsum Investment – INR 5,000
Minimum Additional Investment – INR 100
Minimum SIP Investment – INR 1,000
Benchmark – CRISIL Hybrid 35+65 – Aggressive Index
Entry Load – Nil
Exit Load – 1% for withdrawals made before 1 year from the investment date
Fund Manager(s) – Mr R. Sivakumar, Mr Ashish Naik, and Mr Kaustubh Sule
| Min Investment Amt | |
|---|---|
| AUM | |
| 1Y Returns | % |
AXIS Gold Fund
Axis Gold ETF tops the list of seven (7) solution-oriented mutual fund schemes offered by Axis AMC. The fund’s regular- growth scheme has delivered a CAGR of 6.97% in 5 years, 11.00% in 3 years, 16.14% in 1 year, and 4.40% since inception. The fund’s AUM is INR 680.93 crore (as on 31 May 2022).
5-Year Return – 6.97%
3-Year Return – 11.00%
1-Year Return – 16.14%
Return Since Inception – 4.40%
Minimum Lumpsum Investment – 1,000 units
Minimum Additional Investment – NA
Minimum SIP Investment – NA
Benchmark – Domestic Price of Gold
Entry Load – Nil
Exit Load – Nil
Fund Manager(s) – Mr Pratik Tibrewal
| Min Investment Amt | |
|---|---|
| AUM | |
| 1Y Returns | % |
Frequently Asked Questions
You can invest in Axis Mutual Fund schemes conveniently by setting up an all-in-one 5paisa account. All you need to do is upload your PAN, Aadhar, a selfie photograph, and the E sign form to create an account and invest in high-performance Axis Mutual Fund schemes.
You can calculate the Axis Mutual Fund SIP by entering the investment amount, SIP tenure, SIP instalments already paid, and the approximate interest rate in a SIP calculator. Click on this link to open the 5paisa SIP calculator.
You can redeem your investment in Axis Mutual Fund schemes by visiting the 5paisa platform. After logging in with the details you entered during the account creation, you need to find the scheme you wish to redeem. After selecting the scheme, the platform will ask you to enter the number of units. You may redeem full units or a part of it.
Axis Mutual Fund offers 58 schemes for long and short-term investments. You can visit 5paisa to scan the list of top Axis MF schemes, check the returns, and invest. If you do not mind taking risks, invest in equity. If you want to keep your capital relatively safe, invest in debt or hybrid.
Axis offers 58 mutual fund schemes across categories like equity, debt, hybrid, index, gold, and international funds. Some of its top schemes are Axis Small Cap Fund, Axis Mid Cap Fund, Axis Dynamic Bond Fund, Axis Gold Fund, Axis Flexi Cap Fund, Axis Equity Hybrid Fund, Axis Gold ETF, etc.
Axis Mutual Fund is one of the most reliable mutual fund houses in India. It manages more than 1.28 crore active investor accounts and an average AUM of more than INR 2,59,818 crore. Hence, it is wise to invest in Axis Mutual Fund schemes.