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.

Top 10 Axis Mutual Fund Schemes to Invest in –

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Fund Name ⯅ ⯆	Category ⯅ ⯆	Risk ⯅ ⯆	1Y Returns ⯅ ⯆	Rating ⯅ ⯆	Fund Size (in Cr) ⯅ ⯆
AXIS Small Cap Fund	Equity	Very High	11.6	5	10,436
AXIS Midcap Fund	Equity	Very High	2.8	5	19,503
AXIS Growth Opportunities Fund	Equity	Very High	1.4	5	8,476
AXIS Capital Builder Fund	Equity	Very High	5	-	680
AXIS Capital Builder Fund	Equity	Very High	-1.5	-	1,430
AXIS Flexi Cap Fund	Equity	Very High	-2.9	3	11,250
AXIS Long Term Equity Fund	Equity	Very High	-7.7	3	32,654
AXIS Focused 25 Fund	Equity	Very High	-9.1	3	19,124
AXIS Bluechip Fund	Equity	Very High	-3.4	5	36,979
AXIS Triple Advantage Fund	Hybrid	Very High	-1.1	3	1,817
AXIS Children’s Gift Fund	Solution Oriented	Very High	0.3	-	719
AXIS Children’s Gift Fund	Solution Oriented	Very High	0.1	4	719
AXIS Equity Hybrid Fund	Hybrid	Very High	-0.1	3	1,928
AXIS FTP – Series 109 – 111Days	Debt	Moderate	11.1	-	565
AXIS FTP – Series 104 – 1112Days	Debt	Moderately Low	11.1	-	110
AXIS Balanced Advantage Fund	Hybrid	Very High	1.9	2	2,439
AXIS Equity Saver Fund	Hybrid	Moderately High	1.6	3	1,216
AXIS Regular Saver Fund	Hybrid	Moderately High	3	3	449
AXIS Gold Fund	Other	High	5.4	4	262
AXIS Strategic Bond Fund	Debt	Moderately High	4.1	4	1,690
AXIS Credit Risk Fund	Debt	Moderately High	4.4	4	665
AXIS Corporate Debt Fund	Debt	Moderately Low	3.6	5	3,367
AXIS Dynamic Bond Fund	Debt	Moderate	2.2	2	1,698
AXIS Short Term Fund	Debt	Moderate	3.6	4	7,563
AXIS Gilt Fund	Debt	Moderate	2.4	4	125
AXIS Banking & PSU Debt Fund	Debt	Moderately Low	3.3	5	13,871
AXIS Treasury Advantage Fund	Debt	Moderately Low	3.9	4	5,440
AXIS Ultra Short Term Fund	Debt	Moderate	4.2	4	5,703
AXIS Money Market Fund	Debt	Moderate	4.1	4	4,421
AXIS Arbitrage Fund	Hybrid	Low	4.6	5	4,395
AXIS Liquid Fund	Debt	Moderately Low	4	3	29,262
AXIS Overnight Fund	Debt	Low	3.9	4	12,062
AXIS Nifty 50 Index Fund	Other	Very High	-	-	161
AXIS Multicap Fund	Equity	Very High	-	-	5,539
AXIS Global Innovation Fund	Other	Very High	-20.5	-	1,274
AXIS Nifty 100 Index Fund	Other	Very High	4	-	871
AXIS Quant Fund	Equity	Very High	3.7	-	1,388
AXIS Nifty Next 50 Index Fund	Other	Very High	-	-	71
AXIS Crisil IBX 70:30 CPSE Plus SDL April 2025 Index Fund	Other	Moderately Low	-	-	602
AXIS Global Equity Alpha Fund	Other	Very High	-9.6	-	1,126
AXIS Floater Fund	Debt	Moderately Low	3.9	-	721
AXIS Equity ETFs FoF – Direct Growth	Other	Very High	-	-	17
AXIS Special Situations Fund	Equity	Very High	-4	-	1,901
AXIS Crisil IBX SDL May 2027 Index Fund	Other	Moderate	-	-	1,308
AXIS Retirement Savings Fund	Solution Oriented	Very High	-3.3	-	673
AXIS Retirement Savings Fund	Solution Oriented	Very High	0.6	-	303
AXIS Value Fund	Equity	Very High	-	-	269
AXIS Retirement Savings Fund	Solution Oriented	High	0.2	-	93
AXIS Nifty Smallcap 50 Index Fund	Other	Very High	-	-	34
AXIS All Seasons Debt Fund	Other	Moderately High	3.5	4	164
AXIS Greater China Equity Fund	Other	Very High	-22.3	-	119
AXIS Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF FOF-Dir Growth	Other	Moderate	-	-	207
AXIS Nifty Midcap 50 Index Fund	Other	Very High	-	-	28
AXIS ESG Equity Fund	Equity	Very High	-8.9	-	1,801

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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

Axis Mutual Fund- Top 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 Can You Invest in Axis AMC Mutual Fund Schemes?

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. 

Comprehensive Analysis of Top-10 Axis Mutual Fund Schemes 

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:

Equity 

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

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

Axis Mid Cap 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

Debt

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

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

Solution-Oriented

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

Axis Childrens 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

Hybrid 

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

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

ETF

Axis Gold ETF

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