Financial Planning is an important aspect for every individual in today’s era. It is a step-by-step approach used to meet an individual’s life goal. Different people have different financial goals to achieve. Some may plan to accumulate money for meeting the expenses related to children’s education or for building or purchasing a house, for retirement purposes, for an emergency fund and so on.
The surge in the inflation rates over the last few years has also forced the common man to safeguard the funds to tackle the inflation. Hence mutual funds act as one of the investment options to meet the unforeseen circumstances in future.
Amongst the several mutual funds in India, Axis Mutual Fund is one of the highly-rated MFs in the country. Many schemes of the fund have yielded good returns over the last few years.
|Scheme Name||Current NAV||Scheme Category|
|Axis Small Cap Fund - Regular Plan - Growth||61.91||Equity - Diversified||12.46%|
|Axis Small Cap Fund - Regular Plan - Dividend||35.21||Equity - Diversified||3.26%|
|Axis Small Cap Fund - Direct Plan - Growth||69.21||Equity - Diversified||14.21%|
|Axis Small Cap Fund - Direct Plan - Dividend||39.86||Equity - Diversified||4.70%|
|Axis Credit Risk Fund - Regular Plan - Growth||17.36||Debt - Income||3.75%|
|Axis Credit Risk Fund - Regular Plan - Monthly Dividend||10.10||Debt - Income||-0.83%|
|Axis Credit Risk Fund - Regular Plan - weekly Dividend||10.19||Debt - Income||0%|
|Axis Credit Risk Fund - Direct Plan - Growth||18.98||Debt - Income||4.64%|
|Axis Credit Risk Fund - Direct Plan - Monthly Dividend||10.12||Debt - Income||-0.79%|
|Axis Credit Risk Fund - Direct Plan - Weekly Dividend||10.31||Debt - Income||0.46%|
|Axis Arbitrage Fund - Regular Plan - Growth||15.43||Equity - Hybrid||3.72%|
|Axis Arbitrage Fund - Regular Plan - Dividend||10.63||Equity - Hybrid||-1.01%|
|Axis Arbitrage Fund - Direct Plan - Growth||16.43||Equity - Hybrid||4.49%|
|Axis Arbitrage Fund - Direct Plan - Dividend||11.42||Equity - Hybrid||-0.83%|
|Axis Equity Saver Fund - Regular Plan - Growth||16.86||Equity - Hybrid||2.99%|
|Axis Equity Saver Fund - Regular Plan - Regular Dividend||12.77||Equity - Hybrid||-5.62%|
|Axis Equity Saver Fund - Regular Plan - Quarterly Dividend||11.94||Equity - Hybrid||-5.69%|
|Axis Equity Saver Fund - Regular Plan - Monthly Dividend||11.70||Equity - Hybrid||-5.65%|
|Axis Equity Saver Fund - Direct Plan - Growth||18.40||Equity - Hybrid||4.37%|
|Axis Equity Saver Fund - Direct Plan - Regular Dividend||13.21||Equity - Hybrid||-4.14%|
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.
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.
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.
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.
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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 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.
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.
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
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.
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.
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.
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.
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
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.
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.
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.
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.
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.
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
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.
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.
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.
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.
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.
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
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.
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.
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.
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.
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
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.
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.
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.
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.
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
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?
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?
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.
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.
Below are the process to start Axis Mutual Fund SIP
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.
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
Process to Download and Register Axis Mutual Fund Easy App
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 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.
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 firstname.lastname@example.org 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