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Axis Mutual Fund

AUM

₹ 3,37,398.56 cr.

No. of Schemes

256

AMC Age

16 Years

AUM

₹ 3,37,398.56 cr.

No. of Schemes

256

AMC Age

16 Years

List of Axis Mutual Fund Schemes

Name
Risk

AUM

1Y Returns

AXIS Money Market Fund - Regular (IDCW-Q) - Reinvestment

Debt | Money Market Fund

Buy

Moderately Low
₹ 17342.65 cr
8.20%

AXIS Nifty Smallcap 50 Index Fund (IDCW) - Reinvestment

| Index Fund

Buy

Very High
₹ 487.48 cr
4.31%

AXIS Money Market Fund - Regular (IDCW-M) - Reinvestment

Debt | Money Market Fund

Buy

Moderately Low
₹ 17342.65 cr
8.19%

AXIS Equity Savings Fund (IDCW-Q) - Reinvestment

Hybrid | Equity Savings

Buy

Moderately High
₹ 946.03 cr
5.37%

AXIS Floater Fund - Regular (IDCW-A) - Reinvestment

Debt | Floater Fund

Buy

Moderately Low
₹ 161.47 cr
9.89%

AXIS Gold Fund (IDCW) - Payout

| FoFs Domestic

Buy

High
₹ 1065.46 cr
31.59%

AXIS Money Market Fund - Regular (IDCW-A) - Reinvestment

Debt | Money Market Fund

Buy

Moderately Low
₹ 17342.65 cr
8.19%

AXIS Nifty 100 Index Fund (G)

| Index Fund

Buy

Very High
₹ 1882.91 cr
2.95%

AXIS Value Fund (G)

Equity | Value Fund

Buy

Very High
₹ 921.05 cr
4.64%

AXIS Conservative Hybrid Fund (IDCW-Q)

Hybrid | Conservative Hybrid Fund

Buy

Moderately High
₹ 283.45 cr
7.07%
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About Axis Mutual Fund

Axis Mutual Fund is the asset management division of Axis Bank, offering a range of investment solutions. Established in 2009, it operates as a joint venture between Axis Bank and Schroder Singapore Holdings Private Limited. Axis Bank holds a 74.99% stake, while Schroder Singapore Holdings owns 24%. Schroder, founded in 1804, manages assets globally across multiple investment classes.

Axis Mutual Fund has over 1.26 crore investor accounts and operates in more than 100 cities. As of February 2023, its assets under management stood at ₹2,41,455 crore. The fund house follows a business philosophy built on three principles: an investor-centric approach that prioritises financial goals, a focus on wealth creation through long-term investments, and building lasting relationships based on trust.

With more than 67 schemes across various categories, Axis Mutual Fund aims to offer diverse investment solutions that help investors work towards financial security and growth.

Key Information: Axis Mutual Fund

Axis Mutual Fund is a well-established asset management company in India, offering a range of investment solutions across equity, debt, and hybrid categories. It operates under the sponsorship of Axis Bank Limited and is managed by Axis Asset Management Company Ltd. The company has a strong leadership team, including Associate Directors and Independent Directors, overseeing investment strategies, risk management, operations, compliance, and human resources.

Key Details

Information

Founding Date

October 2009

AMC Incorporation Date

13th January 2009

Headquarters

Mumbai

Sponsor

Axis Bank Limited

Trustee Organisation

Axis Mutual Fund Trustee Limited

AUM (as of September 2020)

₹1,56,255 crore

Managing Director & CEO

B. Gopkumar

Chief Investment Officer

Ashish Gupta

Chief Operating Officer

Vishal Dhanesha

Chief Financial Officer

Fagun Pancholi

Chief Risk Officer

Udit Goel

Head – Product & Corporate Strategy

R. Sivakumar

Head – Compliance, Legal & Secretarial

Padmaja Shirke

Head – Human Resources

Himanshu Misra

Independent Directors

Sonia Singh, V. Anantharaman, Ravi Garikipati, Priya Subbaraman

Associate Directors

Amitabh Chaudhry, B. Gopkumar, Christopher Durack, Neeraj Gambhir, Rudrapriya Ray, Murray Coble

How To Invest in the Axis Mutual Fund via Bajaj Broking?

Investing in Axis Mutual Fund through Bajaj Broking is a simple process. Follow these steps to begin your investment:

  1. Log In to Your Bajaj Broking Account: Access your account using your registered credentials.

  2. Select Axis Mutual Fund Scheme: Go to the mutual funds section and search for the Axis Mutual Fund scheme that matches your investment goals and risk profile.

  3. Choose Investment Mode: Decide whether to invest a lump sum amount or opt for a Systematic Investment Plan (SIP).

  4. Enter Investment Details: Specify the amount and, in the case of SIPs, set the frequency and duration of your investments.

  5. Make Payment: Complete the transaction using your preferred payment method, such as net banking or UPI.

  6. Confirmation: After the payment is processed, you will receive an investment confirmation. You can track its performance through your Bajaj Broking account.

Documents Required to Invest in Axis Mutual Fund

Investing in Axis Mutual Fund requires a few essential documents. The process is fully digital, making it convenient and straightforward. Ensure you have the following documents ready before starting your investment:

  • PAN Card: Mandatory for identity verification.

  • Personal Information: Full name, mobile number, and email address.

  • Address Proof: Aadhaar card (front and back), passport, or utility bill.

  • Bank Account Details: Account number, IFSC code, and a cancelled cheque if required.

  • Nominee Details: Information of the nominee for the investment.

  • FATCA Declaration: Required for compliance with financial regulations.

The KYC process typically takes 48-72 business hours. Once verified, you can start investing in Axis Mutual Fund without delays.

List of Axis Mutual Funds to Invest in India

Axis Mutual Funds offer a range of investment options across equity, debt, and hybrid categories. Below is a detailed breakdown of various schemes, including their returns, NAV, benchmarks, AUM, and risk levels.

1. Equity Mutual Funds

These funds invest primarily in stocks and are suited for investors looking for long-term capital growth.

Fund Name

Returns

NAV (₹)

Benchmark Returns

AUM (₹ Cr)

Risk Level

Axis Multicap Fund - Direct

21.15%

16.98

9.62%

6748.60

Very High

Axis Mid Cap Fund - Direct

20.20%

117.18

12.79%

28380.17

Very High

Axis ELSS Tax Saver Fund - Direct

15.56%

101.62

10.03%

34496.58

Very High

Axis India Manufacturing Fund - Direct

22.41%

12.83

18.64%

5517.88

Very High

Axis Value Fund - Direct

18.54%

17.84

10.03%

784.67

Very High

Axis Small Cap Fund - Direct

12.26%

110.75

5.87%

23139.08

Very High

2. Index Funds

Index funds track a specific market index, offering passive investment options.

Fund Name

Returns

NAV (₹)

Benchmark Returns

AUM (₹ Cr)

Risk Level

Axis NIFTY Next 50 Index Fund - Direct

14.40%

15.45

14.96%

290.46

Very High

Axis Nifty Smallcap 50 Index Fund - Direct

8.25%

16.62

9.15%

445.10

Very High

Axis NIFTY 50 Index Fund - Direct

9.27%

13.97

9.55%

603.54

Very High

Axis Nifty Midcap 50 Index Fund - Direct

9.79%

17.72

10.29%

405.73

Very High

Axis Nifty IT Index Fund - Direct

18.49%

12.56

19.02%

140.82

Very High

3. Hybrid Mutual Funds

These funds invest in both equity and debt instruments to balance risk and returns.

Fund Name

Returns

NAV (₹)

Benchmark Returns

AUM (₹ Cr)

Risk Level

Axis Balanced Advantage Fund - Direct

16.32%

22.26

9.23%

2652.06

Very High

Axis Aggressive Hybrid Fund - Direct

14.04%

21.10

10.01%

1529.76

Very High

Axis Multi Asset Allocation Fund - Direct

15.23%

43.37

13.12%

1316.16

High

Axis Conservative Hybrid Fund - Direct

9.18%

33.87

8.78%

266.92

Moderately High

4. Debt Mutual Funds

Debt funds invest in fixed-income securities like bonds, government securities, and treasury bills.

Fund Name

Returns

NAV (₹)

Benchmark Returns

AUM (₹ Cr)

Risk Level

Axis Liquid Fund - Direct

7.44%

2875.14

7.35%

43033.62

Low to Moderate

Axis Ultra Short Duration Fund - Direct

7.84%

15.26

7.66%

5681.17

Moderate

Axis Floater Fund - Direct

9.48%

1285.77

10.28%

174.93

Moderate

Axis Dynamic Bond Fund - Direct

8.73%

31.63

8.52%

1366.81

Moderate

Axis Credit Risk Fund - Direct

8.85%

23.22

8.09%

411.36

High

5. Thematic and Sectoral Funds

These funds focus on specific industries or market trends.

Fund Name

Returns

NAV (₹)

Benchmark Returns

AUM (₹ Cr)

Risk Level

Axis Innovation Fund - Direct

21.89%

17.87

10.03%

1157.43

Very High

Axis ESG Integration Strategy Fund - Direct

13.74%

21.53

9.92%

1249.20

Very High

Axis Quant Fund - Direct

3.91%

15.52

10.46%

974.54

Very High

Axis Consumption Fund - Direct

NA

8.85

NA

4101.90

Very High

6. Global and Fund of Funds

These funds invest in international equities or other mutual funds.

Fund Name

Returns

NAV (₹)

Benchmark Returns

AUM (₹ Cr)

Risk Level

Axis Global Equity Alpha Fund of Fund - Direct

26.16%

18.41

26.52%

874.46

Very High

Axis Greater China Equity Fund of Fund - Direct

24.86%

8.15

40.17%

338.80

Very High

Axis Global Innovation Fund of Fund - Direct

26.44%

13.20

25.82%

532.84

Very High

Axis NASDAQ 100 FoF - Direct

31.44%

18.13

31.65%

185.11

Very High

7. Retirement and Specialised Funds

Designed for long-term planning, these funds focus on wealth creation for specific goals.

Fund Name

Returns

NAV (₹)

Benchmark Returns

AUM (₹ Cr)

Risk Level

Axis Retirement Fund - Aggressive Plan - Direct

16.93%

18.98

10.15%

825.61

Very High

Axis Retirement Fund - Dynamic Plan - Direct

18.41%

20.19

10.01%

340.55

Very High

Axis Retirement Fund - Conservative Plan - Direct

10.19%

16.72

9.29%

64.51

High

Axis Mutual Fund Managers

AP

Aditya Pagaria

View Details
other info

Axis Asset Management Company Ltd. (Fund Manager - Fixed Income) - (August 1, 2016 till date) ICICI Prudential Asset Management Company Ltd. (Fund Manager - Fixed Income) - (Nov. 30, 2011 - July 26, 2016) He is associated with ICICI Prudential AMC from may 2007, Prior to working in Dealing function , he was handling NAV ad fund accounting related functions.

KK

Karthik Kumar

View Details
other info

July 2023 - Till Date Axis Asset Management Company (Fund Manager - Equity) June 2019 - July 2023 Axis Asset Management Company (Portfolio Manager) April 2017 - May 2019 SilverTree Hong Kong (Portfolio Manager) Sept 2008 - Feb 2017 Asiya Investment, Hong Kong (Portfolio Manager)

SJ

Sachin Jain

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other info

Axis Asset Management Company Ltd. (Assistant - till date Fund Manager - Fixed Income) eriod From - To Sep 4, 2020. Axis Asset Management Company Ltd. (Dealer - Fixed 3, 2020 Income) Period From - To July 11, 2017 - Sep 3, 2020 Sundaram Asset Management Company Ltd. (Trader - Fixed 10, 2017 Income ) Period From - To June 3, 2013 - July 10, 2017 ICAP Ltd. (Dealer - November 9, Fixed Income) Period From - To November 9, 2010 - May 31, 2013 Sundhi Securities and Finance Ltd. (Dealer - 2009 - Fixed Income) Period From - To November 2, 2009 - October 29, 2010

KN

Krishnaa N

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other info

Axis Asset Management Company Ltd [Fund Manager - (For Foreign Securities)] Period From - To March 01, 2024 till date Axis Asset Management Company Ltd (Junior Research Analyst - Equity) Period From - To May 12, 2021 - February 29, 2024 Price Waterhouse & Co LLP. Period From - April 22, 2019 - May 07, 2021

HS

Hardik Shah

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other info

Mr. Shah has worked with Prabhudas Lilladher Pvt Ltd as PMS Analyst & Associate Fund Manager. Before this, he worked with Anandrathi Shares & Stockbrokers Ltd and Arihant Capital Markets Ltd as Research Analyst and at Uday Exports Private Limited as Executive-Finance. Overall he has experience of more than 6 years.

KK

Karthik Kumar

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other info

Equity Analyst - Axis Asset Management Company Ltd. (August 2009 to June 21, 2016) Business Analyst - Goldman Sachs India Securities Ltd. (April 2007 to July 2009) Software Engineer - Hexaware Technologies Ltd. (August 2003 to May 2005>

JS

Jayesh Sundar

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other info

Fund Manager - Fixed Income, Axis Asset Management Company Ltd. (October 16, 2012 till date). Fund Manager, ICICI Prudential Asset Management Company Limited (April 2008 - October 2012). Analyst, Deutsche Asset Management (India) Pvt. Ltd. (2006-2008). Assistant Manager, Pricewaterhouse Coopers (2004-2006).

DS

Devang Shah

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other info

Fund Manager - Fixed Income, Axis Asset Management Company Ltd. (October 16, 2012 till date). Fund Manager, ICICI Prudential Asset Management Company Limited (April 2008 - October 2012). Analyst, Deutsche Asset Management (India) Pvt. Ltd. (2006-2008). Assistant Manager, Pricewaterhouse Coopers (2004-2006).

JS

Jayesh Sundar

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other info

Axis Asset Management Company Ltd (Fund Manager) September 21, 2023 - Current. Aviva Life Insurance India Ltd (Equity Fund Management) October 16, 2012 - September 08, 2023

TS

Tejas Sheth

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other info

Prior to joining Reliance Mutual Fund he has worked with Emkay Global Financial Services Ltd., Fortune Financial Pvt. Ltd. and Darashaw & Co. Pvt. Ltd.

NA

Nitin Arora

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other info

Axis Asset May 26, 2023 - Till Management Company Date Ltd. (Fund Manager) Axis Asset February 2, Management Company 2018 - May 25, Ltd. (Equity Research 2023 Analyst) Aviva Life Insurance June 20, Company India Ltd. 2016 - (Equity Research Analyst) January 31, 2018 Emkay Global March 1, Financial 2013 - May Services Ltd. (Equity 31, 2016 Research Analyst) Nirmal Bang Institutional January 3, Equities Ltd. (Equity 2011 - Research Analyst) February 28, 2013 Bloomberg UTV Ltd. February 2, (Equity Research Analyst) 2009 - December 31, 2010

PT

Pratik Tibrewal

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other info

Axis Asset Management Company Ltd: 1(st) June, 2022 till date Inditrade Capital Limited: 31(st) August 2018 to 31(st) May 2022 Edelweiss Asset Management Limited: 31(st) January 2018 to 30(th) August 2018 Inditrade Capital Limited: 16(th) November 2016 to 30(th) January 2018 Edelweiss Commodities trading Ltd: 12(th) July 2012 to 15(th) November 2016

HD

Hitesh Das

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other info

Equity Research Analyst - Barclays Securities India Pvt. Ltd. (January 2012 - June 2015) Equity Research Analyst - Credit Suisse Securities (India) Pvt. Ltd. (July 2011 - December 2012) Equity Research Analyst - Ebusinessware (India) Pvt. Ltd. (February 2011 - June 2011) Risk Analyst - Yes Bank (May 2010 - February 2011)

SR

Sachin Relekar

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other info

Equity Research Analyst - Barclays Securities India Pvt. Ltd. (January 2012 - June 2015) Equity Research Analyst - Credit Suisse Securities (India) Pvt. Ltd. (July 2011 - December 2012) Equity Research Analyst - Ebusinessware (India) Pvt. Ltd. (February 2011 - June 2011) Risk Analyst - Yes Bank (May 2010 - February 2011)

MH

Mayank Hyanki

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other info

Axis Asset Dec. 02, Management 2015 - till date Company Ltd.(Equity Research Analyst) Reliance Industries Ltd. Apr. 2015 to (Equity Strategist - Nov. -2015 Treasury)

AN

Ashish Naik

View Details
other info

Equity Analyst - Axis Asset Management Company Ltd. (August 2009 to June 21, 2016) Business Analyst - Goldman Sachs India Securities Ltd. (April 2007 to July 2009) Software Engineer - Hexaware Technologies Ltd. (August 2003 to May 2005>

JS

Jayesh Sundar

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other info

Equity Analyst - Axis Asset Management Company Ltd. (August 2009 to June 21, 2016) Business Analyst - Goldman Sachs India Securities Ltd. (April 2007 to July 2009) Software Engineer - Hexaware Technologies Ltd. (August 2003 to May 2005>

AT

Akhil Thakker

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other info

KK

Karthik Kumar

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other info

Assignments held during last 10 years - Axis Asset Management Company Ltd. - Fund Manager. Period From - To November 16, 2016 - till date - BNP Paribas Asset Management India Pvt. Ltd. - Fund Manager Period From - To January 17, 2011 TO November 15, 2016. - IDFC Asset Management Company Ltd. - Vice President - Research Period From - To July 24, 2008 to January 14, 2011. - IDFC Securities Ltd. - Research Analyst Period From - To September 07, 2005 to July 23, 2008.

SD

Shreyash Devalkar

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other info

Assignments held during last 10 years - Axis Asset Management Company Ltd. - Fund Manager. Period From - To November 16, 2016 - till date - BNP Paribas Asset Management India Pvt. Ltd. - Fund Manager Period From - To January 17, 2011 TO November 15, 2016. - IDFC Asset Management Company Ltd. - Vice President - Research Period From - To July 24, 2008 to January 14, 2011. - IDFC Securities Ltd. - Research Analyst Period From - To September 07, 2005 to July 23, 2008.

HS

Hardik Satra

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other info

AD

Anagha Prabhakar Darade

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other info

January 06, 2020 - till date Axis Asset Management Company Ltd (Junior Credit Analyst - Fixed Income) September 11, 2013 - January 05, 2020 Axis Asset Management Company Ltd. (Senior Manager - Fund Accounting ) Sept 2010 - Sept 2013 Haribhakti & Co. (Audit & Assurance Services) Jan 2010 - Sept 2010 R.S. Sanghai & Associates (Audit & Assurance Services)

VJ

Viresh Joshi

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other info

Viresh has been associated with Axis Since 2009 and is the head trader for equity funds in addition to being a fund manager. He has been an active participant in round table events at major forums like FIX and TradeTech on Dealing & Trading, representing domestic buy side investors across equity, equity derivatives and ETFs. Viresh has over 20 years of experience in the capital markets in India and overseas. He has worked with notable companies like BNP Paribas Securities & ICICI Securities in the past.

SR

Sachin Relekar

View Details
other info

Prior to joining LIC Mutual Fund he has worked with Tata AMC,Sundaram AMC, CD Equity Search, Innovision Consulting and Tech Pacific India.

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