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Axis Mutual Fund

Axis Mutual Fund is among the highly-rated mutual funds in India. Most of the schemes of the fund have performed well. 

Axis Bank offers a broad collection of financial products and it is the third-largest private sector bank in India. The bank is headquartered in Mumbai, Maharashtra. As at 31st March 2019, the bank comprises 4050 branches and 11801 ATMs. It has a market capitalization of Rs 1.31 trillion and more than 50,000 employees all over India. It also provides financial facilities to big and small-sized corporates, SMEs and Retailers. The fund has various schemes that can match your age and risk profile. It has various debt as well as equity-related schemes as well as a mix of both.

Axis Mutual Fund NAV and Scheme Details

Scheme Name Current NAV Scheme Category
Axis Small Cap Fund 24.96 Equity - Diversified -8.44%
Axis Small Cap Fund 16.89 Equity - Diversified -24.70%
Axis Small Cap Fund - Direct Plan 26.92 Equity - Diversified -7.04%
Axis Small Cap Fund - Direct Plan 18.46 Equity - Diversified -22.99%
Axis Credit Risk Fund 15.11 Debt - Income 3.33%
Axis Credit Risk Fund 10.10 Debt - Income -0.31%
Axis Credit Risk Fund 10.13 Debt - Income -0.49%
Axis Credit Risk Fund - Direct Plan 16.17 Debt - Income 4.54%
Axis Credit Risk Fund - Direct Plan 10.05 Debt - Income -0.32%
Axis Credit Risk Fund - Direct Plan 10.21 Debt - Income -0.42%
Axis Arbitrage Fund 14.30 Equity - Hybrid 6.02%
Axis Arbitrage Fund 10.53 Equity - Hybrid -0.42%
Axis Arbitrage Fund - Direct Plan 14.98 Equity - Hybrid 6.78%
Axis Arbitrage Fund - Direct Plan 11.22 Equity - Hybrid 0.65%
AXIS Equity Saver Fund 11.99 Equity - Hybrid -6.47%
AXIS Equity Saver Fund 10.62 Equity - Hybrid -14.70%
AXIS Equity Saver Fund 9.56 Equity - Hybrid -11.23%
AXIS Equity Saver Fund 9.41 Equity - Hybrid -11.81%
AXIS Equity Saver Fund - Direct Plan 12.68 Equity - Hybrid -5.37%
AXIS Equity Saver Fund - Direct Plan 10.70 Equity - Hybrid -13.78%

About Axis Mutual Fund

On 27th June 2009 Axis Mutual Fund has been inaugurated as a trust incommensurate with the provisions of the Indian Trusts Act, 1882 as a sponsor with Axis Bank Limited and Axis Mutual Fund Trustee Limited as the Trustee to the Mutual Fund.

The undertaking of the trust has been registered pursuant to the Indian Registration Act 1908. On September 04, 2009 under Registration Code MF-/061/09/02 the mutual fund was registered with the SEBI. With the service portfolio of over 50 schemes and operations in more than 75 cities, Axis Mutual Fund has been able to reach over 7.5 lac shareholders over the past 5 years. The service partners played a crucial role concerning the development of Axis Mutual Fund.

The Sponsor

Axis Mutual Fund is endorsed by Axis Bank Limited. The sponsor is the colonel of the Trust of the Mutual Fund. Axis Mutual Fund Trustee Limited was assigned by the sponsor to make the initial donation to the mutual fund corpus of Rs 1 lac. Axis Asset Management Company Limited has concluded an agreement with MF Utilities India Private Limited a category II – Registrar for Issues under the SEBI Regulations (Registrars for Issue and Share Transfer Agents) 1993 for the use of MF utility as a mutual facilities project of multiple Asset Management Companies which comply as a transaction tracking gateway for single transaction instrument.

The Bank was launched in 1993 in-cooperation with Specified Unit Trust of India, Life Insurance Corporation of India, General Insurance Corporation of India, National Insurance Company Limited, The New India Assurance Company Limited, The Oriental Insurance Company Limited and United Insurance Company Limited.

Asset Management Company

Axis Asset Management Company is a public limited company registered on 13th January 2009 under the Companies Act of 1956. The Trustee Vide Investment Management Agreement of 27th June 2009 named Axis AMC named as the investment manager of the Axis Mutual Fund and implemented between the Trustee and the AMC.  Under the SEBI (Portfolio Managers) Regulations, 1993. the AMC received a Certification of Registration as Portfolio Manager, INP000003534 as of 4th January 2010. There is no contradiction of interest between the operations of mutual fund and the PMS activity.

Features of Axis Mutual Fund

Investment in the mutual fund is viewed as risky despite providing the potential for growth. Axis Bank understands the risks implicit to the category with a view to achieving the investment target of the investors. Axis Mutual fund provides care and concern to the investors who have a difficult earning potential. Therefore a comprehensive risk management philosophy and processes are present to counter the risk. So Axis Mutual fund allows its investors to be a part of wealth creation journey.

Outside in View- Investors are the heart of Axis Mutual Fund due to which each and every decision of the investor is important. Communicate in the investor's dialect.

Enduring wealth creation- Axis Mutual fund plays a significant and trustworthy task in the cash basket of the investor. Inspire investors to develop a long-term outlook of the category.

Long term relationship- Enables investors to take advantage of Axis brand equity. Instead of being transactional Axis Mutual fund aims to build a relationship with the investors.

Easy Transactions

EasyApp

SMS EasyApp to 92120 10033 (Track your investments on the go)

  • Get a link to download EasyApp on your mobile
  • Portfolio view of holdings
  • Buy-sell and switch units
  • Request A/c statement, capital gains statement and view last 5 transactions.
  • Can be customized for advisors with ARN code.

EasyCall

1800 3000 3300, 1800 221322, 81086 22211

  • Make a call on the above-given numbers to transact on the go.
  • Buy or sell at anytime in a week
  • No additional fees or charges.
  • Secure transaction

EasySMS

SMS HELP to 92120 10033 and transact by SMS feature

  • Get NAV, folio balance, purchase, switch and redemption from your registered mobile number.
  • Available on all phone models-GPRS or otherwise.
  • Secure transaction.

Axis Mutual Fund Website

Invest Online in Minutes

For Individual Investors

  • Invest online through internet banking.
  • No prior registration required.
  • Complete your investment in minutes.
  • Track your investments instantly

For Non-Individual Investors

  • Purchase, redeem or switch online.
  • View transaction and download account statement.
  • No form to be filled for additional transactions.
  • Multiple funds transfer option available

Axis Mutual Fund IFA Connect

  • It is an app that goes beyond transactions
  • Initiate purchase, redemption, switch and systematic plan transactions.
  • Access a detailed dashboard from business and client point of view.
  • The process can be done online in just 3 steps.
  • The client receives an approval link on SMS and E-mail.
  • Transaction updates appear real-time seamlessly in one place.
  • Available on web, android and iOS platform.

Equity Investment Philosophy

Active Management- Taking advantages of opportunities like portfolio, represents the best investment all the times.

Integrated Risk Management- Risk management is an integral part of the investment process

Fundamental Based- Axis Mutual Fund invest fundamentally in big companies using Bottom-up Approach.

Quality Assets- Axis Mutual fund has strong search for good companies with a long-term track record of stable growth and management.

Growth Focused- Axis Mutual Fund invests with an emphasis on long-term growth in quality businesses.

Research Driven- Axis Mutual fund decision which is driven by Extensive Microeconomic and company analysis.

Discipline- Decision is the product of an investment process that is rational and disciplined.

Equity Investment Process

Identify Universe- Evaluate companies with growth potential for stable earnings, competent management and reasonable liquidity.

Research- Analyze the fundamentals to evaluate the fair value of stocks.

Portfolio Construction- Portfolio is designed bottom-up, stock by stock while complying to risk thresholds, liquidity profile and goals for volatility.

Portfolio Monitoring- Take a portfolio of profit or rebalance to ensure that the investments goals are met.

Equity Risk Management 

Quality- Skilled investment professionals are helping to restrict the investment market to carefully selected high-quality business.

Price- Detailed inner research to enable investment recommendations based on “fair value”

Liquidity- High impact costs, controlled in the construction phase of the portfolio.

Volatility- Monitor the volatility of the overall portfolio. Check risk class / sector / stock exposures as required.

Macro+Market- Quick and prompt reaction to unexpected events made possible by in-depth company understanding. Hedge investments of unpredictable outcomes in the event of predictable events.

Fixed Income Investment Process

  • Assess the macro market
  • Target portfolio duration
  • Target investment market
  • Portfolio construction
  • Portfolio Monitoring

Fixed Income Risk Management

Credit- Emphasis on issuers of high quality

Duration- Expertly calculated portfolio duration by comprehensive macro analysis

Liquidity- Part of the safety selection / portfolio construction cost of liquidity / impact optimize credit value, returns and liquidity balance.

Diversification- Exposure limited by ranking to each issuer.

Axis Mutual Products Designed for All the Investors

Equity Fund

  • Axis Bluechip Fund
  • Axis Focused 25 Fund
  • Axis Long Term Equity Fund
  • Axis Growth Opportunities Fund
  • Axis Multicap Fund
  • Axis Midcap Fund
  • Axis Small Cap Fund

Debt Funds

  • Axis Overnight Fund
  • Axis Liquid Fund
  • Axis Ultra Short Term Fund
  • Axis Treasury Advantage Fund
  • Axis Money Market Fund
  • Axis Corporate Debt Fund
  • Axis Banking & PSU Debt Fund
  • Axis Short Term Fund
  • Axis Credit Risk Fund
  • Axis Dynamic Bond Fund
  • Axis Strategic Bond Fund
  • Axis Gilt Fund

Hybrid Funds

  • Axis Regular Saver Fund
  • Axis Equity Saver Fund
  • Axis Triple Advantage Fund
  • Axis Equity Hybrid Fund
  • Axis Children’s Gift Fund
  • Axis Dynamic Equity Fund
  • Axis Arbitrage Fund

Equity Fund

Equity fund invests in fundamentally sound companies using ‘Bottom-up’ approach. It only aims in quality businesses with a focus on sustainable growth. In order to quality assets Rigorous search for good companies with long term sustainable growth and management track record. This fund invests primarily in stocks. Equity funds allocate capital in equity and equity-related instruments received by the investors. If a fund invests in stocks more than 65% of its portfolio, they are generally regarded as equity funds.

Axis Bluechip Fund

Type of Scheme- An Open-Ended Equity Scheme Predominantly Investing In Large Cap Stocks

Investment Objective- To generate long term capital appreciation by investing in a diversified portfolio predominantly consisting of equity and equity related securities of Large Cap companies including derivatives

Fund Management

  • Date of Allocation- 5th January 2010
  • Benchmark- Nifty 50
  • Entry Load :NA
  • Exit Load: 1%
  • Minimum Investment Amount- Rs 5000
  • Minimum Additional Amount- Rs 100
  • Minimum Monthly SIP- Rs 500
  • Options- Growth and Dividend
  • Plans- Regular and Direct
  • Risk- Moderate
  • Fund Manager- Mr. Shreyash Devalkar

Axis Focused 25 Fund

Type of Fund- An open ended equity scheme investing in maximum 25 stocks investing in large cap, mid cap and small cap companies
Investment Objective- To provide long term capital appreciation by investing in a portfolio of equity and equity-related instruments of up to 25 companies.

Fund Management

  • Date of Allocation- 29th June 2012
  • Benchmark- Nifty 50 TRI
  • Entry Load :NA
  • Exit Load: 1%
  • Minimum Investment Amount- Rs 5000
  • Minimum Additional Amount- Rs 100
  • Minimum Monthly SIP- Rs 500
  • Options- Growth and Dividend
  • Plans- Regular and Direct
  • Risk- Moderately High
  • Fund Manager- Mr. Jinesh Gopani

AXIS LONG TERM EQUITY FUND

Type of Scheme- An Open-Ended Equity Linked Savings Scheme With A Statutory Lock In Of 3 Years And Tax Benefit
Investment Objective: To provide income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related securities. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Fund Management 

  • Date of Allocation- 29th December 2009
  • Benchmark- S&P BSE 200 TRI
  • Entry Load :NA
  • Exit Load: Nil
  • Minimum Investment Amount- Rs 500
  • Minimum Additional Amount- Rs 500
  • Minimum Monthly SIP- Rs 500
  • Options- Growth and Dividend
  • Plans- Regular and Direct
  • Risk- Moderately High
  • Fund Manager-Mr. Jinesh Gopani Work experience: 18 years. He has been managing this fund since 1st April 2011

AXIS GROWTH OPPORTUNITIES FUND

Type of Scheme- An open-ended equity scheme investing in both large cap and mid cap stocks
Fund Objective- To provide long term capital appreciation by investing in a diversified portfolio of Equity & Equity Related Instruments both in India as well as overseas. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Fund Management

  • Date of Allocation- 22nd October 2018
  • Benchmark- NIFTY Large Midcap 250 Index TRI
  • Entry Load: NA
  • Exit Load: 1%
  • Minimum Investment Amount- Rs 5000
  • Minimum Additional Amount- Rs 100
  • Minimum Monthly SIP- Rs 1000
  • Options- Growth and Dividend
  • Plans- Regular and Direct
  • Risk- Moderately High
  • Fund Manager- Mr. Jinesh Gopani and Mr. Hitesh Das

AXIS MULTICAP FUND

Type of Fund- An Open-Ended Equity Scheme Investing Across Large Cap , Mid Cap, Small Cap Stocks
Investment Objective- To provide long term capital appreciation by investing in a diversified portfolio of equity and equity-related instruments across market capitalization.

Fund Management

  • Date of Allocation- 20th November 2017
  • Benchmark- Nifty 500 Index TRI
  • Entry Load: NA
  • Exit Load: 1%
  • Minimum Investment Amount- Rs 5000
  • Minimum Additional Amount- Rs 100
  • Minimum Monthly SIP- Rs 500
  • Options- Growth and Dividend
  • Plans- Regular and Direct
  • Risk- Moderately High
  • Fund Manager- Shreyash Devalkar

AXIS MIDCAP FUND

Type of Fund- An Open Ended Equity Scheme Predominantly Investing In Mid Cap Stocks
Investment Objective: To gain long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies

Fund Management

  • Date of Allocation- 18th February 2011
  • Benchmark- S&P BSE Midcap TRI
  • Entry Load: NA
  • Exit Load: 1%
  • Minimum Investment Amount- Rs 5000
  • Minimum Additional Amount- Rs 100
  • Minimum Monthly SIP- Rs 500
  • Options- Growth and Dividend
  • Plans- Regular and Direct
  • Risk- Moderately High
  • Fund Manager- Mr. Shreyash Devalkar

AXIS SMALL CAP FUND

Type of Scheme- An open ended equity scheme predominantly investing in small cap stocks
Investment Objective-: To provide long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies.

Fund Management

  • Date of Allocation- 29th November 2013
  • Benchmark- Nifty Smallcap 100 TRI
  • Entry Load: NA
  • Exit Load: 1%
  • Minimum Investment Amount- Rs 5000
  • Minimum Additional Amount- Rs 100
  • Minimum Monthly SIP- Rs 500
  • Options- Growth and Dividend
  • Plans- Regular and Direct
  • Risk- High
  • Fund Manager- Mr. Anupam Tiwari

AXIS OVERNIGHT FUND 

Type of Scheme- An open-ended debt scheme investing in overnight securities

Investment Objective- To generate reasonable returns commensurate with very low-interest rate risk and providing a high level of liquidity, through investments made primarily in overnight securities having maturity/residual maturity of 1 business day. 

Fund Management

  • Date of Allocation- 15th March 2019
  • Benchmark- NIFTY 1D Rate Index
  • Entry Load: NA
  • Exit Load: Nil 
  • Minimum Investment Amount- Rs 500
  • Minimum Additional Amount- Rs 500
  • Options- Growth and Dividend
  • Plans- Regular and Direct
  • Risk- Low
  • Fund Manager- Mr. Aditya Pagaria 

AXIS LIQUID FUND

Type of Scheme- An Open-Ended Liquid Scheme

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. 

Fund Management

  • Date of Allocation- 9th October 2009 
  • Benchmark- NIFTY Liquid Index
  • Entry Load: NA
  • Exit Load: 0.0045% if redeemed within 6 days
  • Minimum Investment Amount- Rs 500
  • Minimum Additional Amount- Rs 500
  • Options- Growth and Dividend
  • Plans- Regular and Direct
  • Risk- Low
  • Fund Manager- Mr. Devang Shah and Mr. Aditya Pagaria

AXIS ULTRA SHORT TERM FUND

Type of Scheme- An open ended ultra-short term debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 3 months and 6 months

Investment Objective- To provide regular income and capital appreciation by investing in a portfolio of short term debt and money market instruments with relatively lower interest rate risk such that Macaulay duration of the portfolio is between 3 months and 6 months.

Fund Management

  • Date of Allocation- 10th September 2018
  • Benchmark- CRISIL Ultra Short Term Debt Index
  • Entry Load: NA
  • Exit Load: Nil
  • Minimum Investment Amount- Rs 5000
  • Minimum Additional Amount- Rs 100
  • Minimum SIP Investment- Rs 1000 
  • Options- Growth and Dividend
  • Plans- Regular and Direct
  • Risk- Moderately Low
  • Fund Manager- Mr. Aditya Pagaria

AXIS TREASURY ADVANTAGE FUND 

Type of Scheme- An Open Ended Low Duration Debt Scheme Investing In Instruments Such That The Macaulay Duration Of The Portfolio Is Between 6 To 12 Months

Investment Objective- To generate 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.

Fund Management

  • Date of Allocation- 9th October 2009
  • Benchmark- NIFTY Low Duration Debt Index
  • Entry Load: NA
  • Exit Load: Nil
  • Minimum Investment Amount- Rs 5000
  • Minimum Additional Amount- Rs 1000
  • Minimum SIP Investment- Rs 1000 
  • Options- Growth and Dividend
  • Plans- Regular and Direct
  • Risk- Moderately Low
  • Fund Manager- Mr. Devang Shah and Mr. Aditya Pagaria

AXIS MONEY MARKET FUND 

Type of Scheme- An open-ended debt scheme investing in money market instruments

Investment Objective-: To provide regular income through investment in a portfolio comprising of money market instruments

Fund Management

  • Date of Allocation- 6th August 2019
  • Benchmark- NIFTY Money Market Index 
  • Entry Load: NA
  • Exit Load: Nil
  • Minimum Investment Amount- Rs 5000
  • Minimum Additional Amount- Rs 1000
  • Minimum SIP Investment- Rs 1000 
  • Options- Growth and Dividend
  • Plans- Regular and Direct
  • Risk- Moderately Low
  • Fund Manager- Mr. Devang Shah and Mr. Aditya Pagaria

AXIS MONEY MARKET FUND

Type of Scheme- An Open Ended Debt Scheme Predominantly Investing In AA+ And Above Rated Corporate Bonds
Investment Objective- To generate steady income and capital appreciation by investing in corporate debt.

Fund Management

  • Date of Allocation- 13th July 2017
  • Benchmark- NIFTY Corporate Bond Index
  • Entry Load- Nil
  • Minimum Investment- Rs 5000
  • Minimum Investment- Rs 1000
  • Minimum SIP- Rs 1000
  • Exit Load- Nil
  • Fund Manager- Mr. Devang Shah (Work experience: 18 years)

AXIS BANKING & PSU DEBT FUND

Type of Scheme- An Open Ended Debt Scheme Predominantly Investing In AA+ And Above Rated Corporate Bonds
Investment Objective- To provide 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.

Fund Management

  • Date of Allocation- 8th June 2012
  • Benchmark- NIFTY Banking & PSU Debt Index
  • Minimum Investment- Rs 5000
  • Minimum Investment- Rs 1000
  • Minimum SIP- Rs 1000
  • Entry Load- Nil
  • Exit Load- Nil
  • Fund Manager- Mr. Aditya Pagaria (Work experience: 12 years)

 Axis Short Term Fund

Type of Scheme- An open ended short term debt scheme investing in instruments such that the macaulay duration of the portfolio is between 1 Year to 3 Years

Scheme Objective- To provide stable returns with a low risk strategy while maintaining liquidity through a portfolio comprising of debt and money market instruments.

Fund Management

  • Date of Allocation- 22nd January 2010
  • Benchmark- NIFTY Short Duration Debt Index
  • Minimum Investment- Rs 5000
  • Minimum Additional Investment- Rs 1000
  • Minimum SIP- Rs 1000
  • Entry Load- Nil
  • Exit Load- Nil
  • Fund Manager- Mr. Devang Shah

Axis Credit Risk Fund

Type of Scheme- An Open Ended Debt Scheme Predominantly Investing In AA And Below Rated Corporate Bonds (Excluding AA+ Rated Corporate Bonds)

Scheme Objective- To provide stable returns by investing in debt & money market instruments across the yield curve & credit spectrum.

Fund Management

  • Date of Allocation- 15th July 2014
  • Benchmark- NIFTY Credit Risk Bond Index
  • Minimum Investment- Rs 5000
  • Minimum Additional Investment- Rs 1000
  • Minimum SIP- Rs 1000
  • Entry Load- Nil
  • Exit Load- 1% if redeemed/switched out after 12 months
  • Fund Manager- Mr Devang Shah

Axis Dynamic Bond Fund

Type of Scheme- An Open-Ended Dynamic Debt Scheme Investing Across Duration

Scheme Objective- To provide optimal returns while maintaining liquidity through active management of a portfolio of debt and money market instruments.

Fund Management

  • Date of Allocation- 27th April 2011
  • Benchmark- NIFTY Composite Debt Index
  • Minimum Investment- Rs 5000
  • Minimum Additional Investment- Rs 1000
  • Minimum SIP- Rs 1000
  • Entry Load: NA
  • Exit Load: Nil
  • Risk- Moderate
  • Options- Growth and Dividend
  • Fund Manager- Mr R. Sivakumar and Mr Devang Shah

Axis Strategic Bond Fund

Scheme Type- An open ended medium term debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 3 years to 4 years

Scheme Objective- To provide optimal returns in the medium term while maintaining liquidity of the portfolio by investing in debt and money market instruments

Fund Management

  • Date of Allocation- 28th March 2012
  • Benchmark- NIFTY Medium Duration Debt Index
  • Entry Load :NA
  • Exit Load : If redeemed / switched-out within 12 months from the date of allotment
  • Minimum Application Amount- Rs 5000
  • Minimum SIP- Rs 1000
  • Options- Growth and Dividend
  • Fund Manager- Mr Devang Shah and Mr Dhaval Patel
  • Risk- Moderate

Axis Gilt Fund

Type of Scheme- An Open-Ended Debt Scheme Investing In Government Securities Across Maturity

Scheme Objective- The Scheme will aim to provide credit risk-free returns through investments in sovereign securities issued by the Central Government and/or State Government. The fund manager strives to enhance portfolio returns by actively managing interest rate risks arising due to market volatility.

Fund Management

  • Date of Allocation- 23rd January 2012
  • Benchmark- NIFTY All Duration G-Sec Index
  • Entry Load: NA
  • Exit Load: Nil
  • Investment Horizon- 1 year or more
  • Minimum Application Amount- Rs 5000
  • Minimum Additional Amount- Rs 1000
  • Minimum SIP- Rs 1000
  • Options- Growth and Dividend
  • Risk- Moderate
  • Fund Manager- Mr Devang Shah

Axis Regular Saver Fund

Type of Scheme- An Open-Ended Hybrid Scheme Investing Predominantly In Debt Instruments

Scheme Objective- To provide regular income through investments in debt & money market instruments, along with capital appreciation through limited exposure to equity and equity-related instruments.

Fund Management

  • Date of Allocation- 16th July 2010
  • Benchmark- NIFTY50 Hybrid Short Duration Debt 25:75 Index
  • Entry Load: NA
  • Exit Load: If redeemed/switch out within 12 months from the date of allotment: 1%
  • Risk- Moderately High
  • Minimum Application Amount- Rs 5000
  • Minimum Additional Amount- Rs 1000
  • Minimum SIP- Rs 1000
  • Options- Growth and Dividend
  • Fund Manager- Mr Devang Shah and Mr Ashish Naik

Axis Equity Saver Fund

Type of Scheme- An Open Ended Scheme Investing In Equity, Arbitrage And Debt

Scheme Objective- To generate 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.

Fund Management

  • Date of Allocation- 14th August 2015
  • Benchmark- NIFTY50 Equity Savings Index
  • Entry Load- NA
  • Exit Load- If redeemed/switch out within 12 months from the date of allotment: 1%
  • Minimum Application Amount- Rs 5000
  • Minimum SIP- Rs 1000
  • Options- Growth and Dividend
  • Risk- Moderately High
  • Fund Manager- Mr. Anupam Tiwari and Mr. R. Sivakumar

Axis Triple Advantage Fund

Type of Scheme- An Open Ended Scheme Investing In Equity, Debt And Gold

Scheme Objective- To provide long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments, fixed income instruments & Gold Exchange Traded Funds.

Fund Management

  • Date of Allocation- 23rd August 2010
  • Benchmark- 65% of Nifty 50 TRI + 20% of NIFTY Composite Debt Index + 15% of INR Price of Gold
  • Entry Load- NA
  • Exit Load- If redeemed/switch out within 12 months from the date of allotment: 1%
  • Risk- Moderately High
  • Minimum Investment Amount- Rs 5000
  • Minimum Additional Amount- Rs 1000
  • Options- Growth and Dividend
  • Plans- Regular and Direct
  • Fund Manager- Mr. R. Sivakumar and Mr. Ashish Naik

Axis Equity Hybrid Fund

Type of Scheme- An open-ended hybrid scheme investing predominantly in equity and equity related instruments

Scheme Objective- To seek long term capital appreciation along with current income by investing in a mix of Equity and Equity related Instruments, debt Instruments and money market instruments

Fund Management

  • Date of Allocation- 9th August 2018
  • Benchmark- CRISIL Hybrid 35+65 - Aggressive Index
  • Entry Load: NA
  • Exit Load: If redeemed/switch out within 12 months from the date of allotment: 1%
  • Minimum Investment Amount- Rs 5000
  • Minimum Additional Amount- Rs 1000
  • Minimum Monthly SIP- Rs 1000
  • Options- Growth and Dividend
  • Plans- Regular and Direct
  • Risk- Moderately High
  • Fund Manager- Mr. Ashish Naik and Mr. R. Sivakumar

Axis Children's Gift Fund

Type of Scheme- An Open Ended Fund, for investment for children having a lock-in period of 5 years or till the child attains the age of majority.

Scheme Objective-To provide income by investing in debt & money market instruments along with long-term capital appreciation through investments in equity & equity related instruments.

Fund Management

  • Date of Allocation- 08th December 2015
  • Benchmark- NIFTY 50 Hybrid Composite Debt 65:35 Index
  • Entry Load: NA
  • Exit Load: 3% is payable if Units are redeemed/switched out upto 1 year from the date of allotment,
  • Minimum Investment Amount- Rs 5000
  • Minimum Additional Amount- Rs 1000
  • Minimum Monthly SIP- Rs 1000
  • Options- Growth and Dividend
  • Plans- Regular and Direct
  • Risk- Moderately High
  • Fund Manager- Mr. Ashish Naik and Mr. R. Sivakumar

Axis Dynamic Equity Fund

Type of Scheme- An Open Ended Dynamic Asset Allocation Fund

Investment Objective- To provide capital appreciation by investing in a portfolio of equity or equity linked securities while the secondary objective is to achieve income through investments in debt and money market instruments. It also aims to manage risk through active asset allocation.

Fund Management

  • Date of Allocation- 1st August 2017
  • Benchmark- NIFTY50 Hybrid Composite Debt 50:50 Index
  • Entry Load: NA
  • Exit Load: 1% is payable if Units are redeemed/switched out up to 1 year from the date of allotment,
  • Minimum Investment Amount- Rs 5000
  • Minimum Additional Amount- Rs 1000
  • Minimum Monthly SIP- Rs 1000
  • Options- Growth and Dividend
  • Plans- Regular and Direct
  • Risk- Moderately High
  • Fund Manager- Mr. Anupam Tiwari, Mr. Ashwin Patni and Mr. R. Sivakumar

Axis Arbitrage Fund

Type of Scheme- An Open Ended Scheme Investing In Arbitrage Opportunities

Investment Objective- To provide 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.

Fund Management

  • Date of Allocation- 14th August 2014
  • Benchmark- Nifty 50 Arbitrage Index
  • Entry Load: NA
  • Exit Load: 0.25% if units are redeemed/switched out up to 7 days from the date of allotment,
  • Minimum Investment Amount- Rs 5000
  • Minimum Additional Amount- Rs 1000
  • Minimum Monthly SIP- Rs 1000
  • Options- Growth and Dividend
  • Plans- Regular and Direct
  • Risk- Moderate
  • Fund Manager- Mr. Ashwin Patni and Mr. Devang Shah

Axis Mutual Fund Login

Log in with your PAN Number or Email id with Axis Mutual Fund and details for all the funds such as Latest NAV, Returns, SIP Returns, Performance of the scheme, Ranks, Dividends, Latest Portfolio of the scheme, Fund Manager details of the scheme and much more. You can also invest online and manage your existing fund more conveniently. No matter where you are, you can get latest information about Axis Mutual Funds and invest in the scheme which is best suited for you.

Benefits you get after login

Once you Log in you can get the best mutual fund schemes on the basis of quality. Below mentioned are the more benefits you get after login.

  • Get in touch with the relationship manager and make your financial planning to get good returns on investment
  • Reduce your investment risk as you can get diversification among a number of investments.
  • SIP allows you to invest for a long period of time.
  • STP allows you to invest in mutual fund schemes in a more strategic way.
  • Get a 24x7 customer support service for all your Axis Mutual Fund queries.
  • Get best performing mutual funds from different categories: tax saving funds, equity funds for long term goals planning, balanced funds for first-time investors, liquid & debt funds for short to medium term requirements.
  • Choose the best scheme and start investing instantly without any documentation or any kind of paperwork.
  • Invest more as you can get different types of mutual funds based on scheme structure, asset allocation, investment objective and much more.

How to Log in?

Axis Mutual Fund investors can log in with their valid PAN number or Email Id. Scroll down to know the process of login for both existing and new investors

Axis Mutual Fund Log in Registration

  • Visit Axis Mutual Fund website and click on New Investor
  • Enter your name, email id, mobile number and PAN.
  • From the drop-down menu select your date of birth
  • Accept the Terms and Conditions and click on Next.
  • Go through the further process and complete your registration
  • Once you complete the registration process, you can get the login id and password on your registered email id.

Axis Mutual Fund Log in for Existing Investor

  • Visit Axis Mutual Fund website and click on Log In
  • From the drop-down menu of Investor, Corporate, Distributor, click on Investor
  • You can Log in with your PAN number or via email id
  • Choose your process of login and enter the required details
  • Click on Login and enjoy the Axis Mutual Fund services via online 

Axis Mutual Fund Statement

The mutual fund statement is an essential service provided by the Axis Bank. Our savings and expenditures can be easily tracked with this statement. You can get a mutual fund statement via email or by requesting through Axis Bank Mutual Fund Mobile Application. 

It is crucial that investors be conscious of the performance of their funds when it comes to mutual funds. Consequently, all mutual fund investors are given a Consolidated Account Statement (CAS) under an amendment provided by SEBI (Securities and Exchange Board of India). It is a standard mutual fund statement containing information on all the financial transactions that you have engaged in across the whole accounts and schemes of mutual funds. 

Details you get in Axis Mutual Fund Statement?

The Axis Bank Statement includes information relating to all types of financial transactions and transfers such as changes, merger dividend payouts, bonus transactions, redemption through maturity, reinvestments, NFOs, systemic transactions such as SIP, SWP, STP, etc. Information relating to non-financial transactions such as address modifications, registration details of the nominee, bank details, etc. The statement is sent you by the AMC. 

How to get Axis Mutual Fund Statement?

  • Below given is the process to get the Axis Mutual Fund statement via online
  • Visit Axis Bank Mutual Fund website and click on Investors Service
  • Under the drop-down menu click on Statement of Account
  • Choose your Login type from Folio Number or PAN Number
  • Enter the Folio Number or PAN number as per your choice on the required area
  • Now select a time frame for which you want to get your statement
  • Now click on Email Statement and you will get your Axis Mutual Fund statement om your registered email id.

Axis Mutual Fund NAV

Axis Mutual Fund NAV is the amount of the total market value of all equity securities, including assets, lower liabilities, divided by the total number of outstanding units. Therefore the NAV Is nothing but the book value of a mutual fund product. You can also get the current NAV on the AMFI website.

How to get Axis Mutual Fund NAV?

  • Below given is the process to get Axis Mutual Fund NAV via online
  • Visit Axis Bank Mutual Fund website and click on QUICKLINKS
  • Under the drop-down menu click on NAV's & Dividend History
  • Now select your scheme type and plan.
  • Now select a time frame for which you want to get the NAV
  • Now click on submit and on the next page you will get the latest Axis Mutual Fund NAV.

 Axis Mutual Fund Redeem 

Most investors prefer mutual funds as money returns to their bank accounts instantly when the units are redeemed. The process is very simple of and the money will be credited within 4-5 working days depending on the type of mutual fund. Just you have to submit a redemption request to the fund house.
Under physical mode, investors will fill in the correct transaction slip, which can be accessed from the website of the fund house or can be detached from the bottom of your account statement. The request for redemption can be submitted throughout the country, at the fund or at any of the official transaction acceptance points. Many fund houses also make it possible to redeem online, via their websites. You could also redeem your mutual fund units online if you've invested through an online portal.

What is the amount you will get after redemption?

Calculating the approximate value of your assets is a simple process. It can be done by multiplying the number of units you hold on the day with that day’s NAV of that particular scheme. Exit load, if any for the scheme and applicable NAV, ' i.e., the NAV based on the date and time you submit your request for redemption. Of instance, you have the right to receive the NAV on the same day before the cut off time of the business day. The proceeds of redemption are paid within 1 to 2 working days for liquid or debt-oriented units. The amount will be paid in 4-5 working days for equity mutual funds. The proceeds of redemption shall be paid to the registered bank account of the investor provided that the bank branch is allowed for RTGS / NEFT. In case, if there are no bank details in the fund house, cheques will be forwarded to the investor.

Load charges that you have to pay on redemption

Generally, most equity-oriented plans have a 1% redemption fee if they are withdrawn from acquisition within one year. There are some strategies that have no withdrawal fee on liquid or ultra-short-term funds Therefore if you keep a joint-equity fund and plan to redeem it before one year, a withdrawal fee will be removed from the NAV paid for per unit for your redemption.

How do you get your redemption proceed?

The redemption proceeds are charged to the bank account of the investor given that the investor is received the IFSC code of the bank and branch is allowed for RTGS NEFT. If the fund house does not have full bank details, the investor will be sent cheques.

Axis Mutual Fund SIP

SIP is simply a Systematic Investment Plan. This is where you make monthly investments regularly. You can start SIP with a minimum amount of Rs 500. Just start making small investments and wait for maturity. Nearly 2 Cr Indians have already started SIPs. This new India is searching at radical new ways of achieving its aims.

Benefits of SIP

  • SIP is the perfect partner for achieving your new dreams
  • SIP is the most convenient way to invest in today's generation
  • SIP enables you to decide when to invest, where to invest and how much to invest
  • With SIP you can start investing with a minimum amount of Rs 500
  • SIP allows you to maintain investment for a long time. Over time it gets added to the principal amount as your returns increase and this increases the ability to get more returns.
  • A certain amount is invested regularly up to a given date through SIP. You don't need to take the time again and again for this.
  • Returns from the investment are added to the principal amount, and this, in turn, generates more returns.
  • SIP provides the average cost of rupees, so it should not matter whether the markets are up or down
  • SIP may be made in a hybrid, debt, or equity scheme. That depends completely on an individual's investment horizon and risk taking capability.
  • As these are prone to market volatility, SIPs generally work best for equity and equity-oriented hybrid funds.

How to Start Axis Mutual Fund SIP?

Below are the process to start Axis Mutual Fund SIP

  • Visit Axis Mutual Fund site and under the drop-down menu of Investment Planning and Solutions, click on “Start a SIP”
  • Now fill the online form with the required details like Name, Mobile Number, Email ID, PAN Number and Date of Birth
  • Now click on Start a SIP to proceed further
  • Now a fund as per your choice from different categories and choose the SIP amount and SIP date
  • Now will get an OTP via call or SMS on your registered mobile number
  • Enter the OTP on the required field and accept the Terms and Conditions
  • Now you will get a successful message on the screen as well as on your registered mobile number

Axis Mutual Fund SIP Calculator

SIP calculator lets you determine the financial goals you've set on your investment platform. Find out how much you need to spend every month to achieve your goals using Axis Mutual Fund SIP Calculator. It will help you determine the planning for your priorities such as education for children, marriage for children, home, retirement, etc. The Axis Bank Mutual Fund SIP calculator allows you to know how much you can earn if you invest through SIP.

How to Calculate Axis Mutual Fund SIP?

Below is the process to calculate the Axis Mutual Fund SIP if you are a new investor.

  • Visit Axis Mutual Fund site and under the drop-down menu of Investment Planning and Solutions, click on “Start a SIP”
  • On the same page, you can see the SIP calculator
  • Now select "I want to Start Small" and enter the amount you want to invest
  • Now enter the expected year and the rate of return for your investment
  • Click on "Calculate" and you will get the amount of return on the screen

Axis Mutual Fund App

Axis Mutual Fund EasyApp allows Axis Mutual Fund customers to track their portfolios and make the transaction anywhere they want. Additionally, one can prepare life goals on the device and watch insightful videos as well. Just with easy investment id, you can avail the benefits of Axis Easy App. The EasyApp Axis Mutual Fund allows Axis mutual fund investors and current (KYC verified) investors to perform investment transactions on the go. It lets you buy, redeem, transfer, SIP using Internet banking and the EasyCall facility. It also delivers the latest NAV, NAV history, latest content of Axis Mutual Fund to plan in a better way for your life goals.

Features of Axis Mutual Fund Easy App

  • Get details of your every transaction
  • Get the option of instant Redemption for Liquid funds
  • Manage your account details and password more conveniently.
  • Check latest NAV and request for old NAV of Axis Mutual Fund schemes
  • Get one of the lowest lock-in periods
  • If you are a new investor you can open new folio with the simple KYC process
  • The app allows you to analyze portfolio, folio, scheme and SIP returns
  • Get alerts about transactions pushed by your distributor, if any
  • You can request for account statement, Capital Gain Statement
  • The app allows you to Buy, Redeem, Switch or systematically invest
  • Stay tuned with Tools (Quick Links & videos) section
  • Get 24x7 customer help service to solve your any mutual fund related issue.

Process to Download and Register Axis Mutual Fund Easy App

  • Go to Playstore or Appstore and search for Axis Mutual Fund EasyApp
  • Tap on the install icon and wait for the download to complete
  • Now open the app and click on New Investor or Sign up
  • Now enter all the required details and accept the Terms and Conditions
  • Click on Submit and complete the registration process
  • You will get the registration details on your registered mobile number and email id.

Axis Mutual Fund NFO

Axis Mutual Fund also launched the Axis Retirement savings Fund, a revolutionary solution-oriented model. Like the other solution-oriented retirement plan, this scheme always comes with a five-year lock-in term or until retirement period. Jinesh Gopani and R Sivakumar are co-manage for the fund. Axis Retirement savings Fund provides investors with varying risk levels and diverse portfolios. The scheme proposes three investment plans: an aggressive plan where equity exposure ranges from 65 to 80%; a dynamic plan where equity exposure is actively managed from 65 to 100%; and a moderate plan where debt exposure ranges from 40 to 80%.The fund has a benefit named iPlus SIP Insurance that includes a complimentary insurance plan that is equivalent to the total long-term contribution to their SIPs. Mutual fund advisors believe that retail investors will remain essentially distant from new fund deals. Investors should always go for NFO if it generate something that is not available on the market. Over the last two years, Axis Mutual Fund has been a successful performer in all categories.

Axis Mutual Fund Registrar

  • Mutual Fund- Axis Mutual Fund
  • Date of association- Sep-04-2009
  • Incorporation Date- Jan-13-2009
  • Sponsor- Axis Bank Limited
  • Trustee- Axis Mutual Fund Trustee Limited
  • CEO / MD- Mr. Chandresh Kumar Nigam
  • Compliance Officer- Mr. Darshan Kapadia
  • Investor Service Officer- Mr. Milind Vengurlekar
  • Auditors- M/s S R Batliboi & Co. (Mutual Fund) and M/s Haribhakti & Co. (AMC)
  • Custodians- Deutsche Bank A. G. and The Bank of Nova Scotia (In the case of Axis Gold ETF).
  • Registrars- Karvy Fintech Pvt. Ltd.
  • Address- Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai 400025
  • Telephone Nos- 022-43255161
  • Fax Nos- 022-43255199
  • E-mail- customerservice@axismf.com 

Axis Mutual Fund Investment

Axis Bank's recommendation on mutual funds has a solid premise driven by research. Select the right schemes based on qualitative and quantitative criteria for the mutual funds. Want professional guidance when it comes to sifting through strategies for mutual funds? You are in the correct place instead! Find mutual fund advantages with our relationship managers who can support you in the financial planning process as well as help you make successful investing choices anytime.

Axis Mutual Fund Customer Care

You can get in touch with the Customer Care Executive by calling 1800 221 322 / 1800 3000 3300. Customer care service is available on the working hours Monday to Friday (8 AM - 8 PM) and Saturday on (9 AM - 6 PM)

You can also send email to customerservice@axismf.com and solve your mutual fund related issue.

Apart from this, you can also reach to the Asset Management Company through the below given address.

Axis Asset Management Co.Limited

Axis House, First Floor, C-2 Wadla International Centre Pandurang

Budhkar Marg Worli, 400 13, CIN U65991MH2009PLC189558


 

 

 

 

 

 

 

 

 

 

 


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Disclaimer : The details given in the mutual fund section is for informational purposes only. Greynium Information Technologies Pvt Ltd, its subsidiaries and associates do not guarantee the authenticity. The service provider has made every effort to ensure accuracy of information provided; however, neither Greynium Information Technologies Pvt Ltd, its subsidiaries and associates, nor the provider can guarantee such accuracy. This information is strictly for informational purposes only. It is not a solicitation to buy, sell in mutual funds or other financial instruments. Greynium Information Technologies Pvt Ltd, its subsidiaries, associates and the service provider do not accept culpability for losses and/or damages arising based on information.
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