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Axis Mutual Fund (or Axis Asset Management Company Ltd.) is a joint venture between India's third-largest private bank i.e. Axis Bank and Schroder Singapore Holdings Private Limited. Its three pillars (outside-in view with the customer as the central focus, wealth creation in the long-run and relationship building beyond numbers) has made it one of the fastest-growing AMCs in the country. Within a decade of its launch in 2009, Axis Mutual Fund has made its presence felt in more than 90 cities.
The fund house offers a wholesome product suite with over 50 schemes. It consists of Equity Funds, Hybrid Funds, Debt Funds, ETF and FOF (Gold Fund). Special Situation Schemes by Axis Mutual Fund help investors to plan for specific financial goals such as child's education, and retirement savings.
With an AUM of ₹1,31,653 Crore (as on 31st March 2020), it manages over 20 lakh investor accounts.
Axis Mutual Funds have exhibited a glorious track record since its inception in 2009. Many of its schemes have surpassed the average category returns. Currently, investors can choose from 33 Axis Mutual Fund schemes across various asset categories. The wide range of schemes ensures that there is something for all investor types. Here is a list of the top-performing AXIS Mutual Funds across different fund categories. various categories. Here is a list of the top-performing Axis Mutual Funds across different fund categories.
| Fund Name | 3-year Returns(%)* | 5-year Returns(%)* | |
| Axis Gold Fund | 24.26% | 16.04% | Invest |
| Axis Gilt Fund | 12.52% | 10.3% | Invest |
| Axis Dynamic Bond Fund | 11.64% | 10.28% | Invest |
| Axis Banking & PSU Debt Fund | 10.23% | 9.36% | Invest |
| Axis Short Term Fund | 9.91% | 9.17% | Invest |
*Last updated as on 8th Jun 20
Axis Equity Funds are the perfect vehicle for long term wealth creation. Currently, Axis Mutual Fund offer eight open-ended equity schemes. While these schemes rank as moderately high on the risk-o-meter, they have generated superior returns as well. Most of them have outperformed their benchmarks by handsome margins since their inception. With an investment of either ₹500 or ₹1000, one can get exposure to stocks from Small cap to Large cap companies.
These schemes from Axis Mutual Fund come in multiple variants - basis market capitalization (small-cap, Mid cap and Large cap), tax-saving funds,Index funds. The AUM of Axis Equity Mutual Funds (excluding ELSS) was ₹45,943 cores as on 31st March 2020.
Here is a list of the top-performing Axis Mutual Funds in the equity category.
| Fund Name | 3-year Returns(%)* | 5-year Returns(%)* | |
| Axis Midcap Fund | 4.68% | 8.95% | Invest |
| Axis Bluechip Fund | 2.64% | 8.11% | Invest |
| Axis Focused 25 Fund | -1.03% | 6.66% | Invest |
| Axis Long Term Equity Fund | -0.17% | 5.84% | Invest |
*Last updated as on 16th Jun 20
Debt Mutual Funds are a perfect choice for risk-averse or conservative investors. There are 13 debt schemes offered by Axis Mutual Fund. With a risk quotient ranging between low to moderately high, there is something for every investor looking for stable and FD- like returns for short term to long term goals. They invest in government securities, corporate bonds, debt instruments of PSU and banking sector, etc. They can also be categorized based on their investment tenure such as overnight funds, short-term funds, ultra-short-term funds, etc. The minimum investment required is ₹500 (Liquid Fund and Overnight Fund) or ₹1000 for others. As on 3st March 2020, the fund size of these funds stood at ₹27,015 crores (Liquid Funds), ₹54.35 crores (Gilt Funds) and ₹32,320 crores for other debt-oriented funds.
Here is a list of the top-performing Axis Mutual Funds in the debt category.
| Fund Name | 3-year Returns(%)* | 5-year Returns(%)* | |
| Axis Gilt Fund | 12.52% | 10.3% | Invest |
| Axis Dynamic Bond Fund | 11.64% | 10.28% | Invest |
| Axis Banking & PSU Debt Fund | 10.23% | 9.36% | Invest |
| Axis Short Term Fund | 9.91% | 9.17% | Invest |
| Axis Strategic Bond Fund | 8.21% | 8.48% | Invest |
*Last updated as on 16th Jun 20
Axis Hybrid Funds strike the perfect balance between risk and return. They invest across multiple asset categories such as equity and equity-related instruments, debt, gold, arbitrage opportunities. The proportion varies basis for the scheme objective. These funds are suitable for investors who are looking for capital appreciation (Equity-oriented Hybrid funds) as well as those seeking stable returns with less volatility (Debt-oriented hybrid fund).
Axis Mutual Fund offers six variants of open-ended hybrid schemes. All of them have a minimum SIP contribution of ₹1000. The AUM of Axis Hybrid Mutual Funds was ₹7181 cores as on 31st March 2020.
Here is a list of the top-performing Axis Mutual Funds in the hybrid category.
| Fund Name | 3-year Returns(%)* | 5-year Returns(%)* | |
| Axis Arbitrage Fund | 6.62% | 6.74% | Invest |
| Axis Regular Saver Fund | 3.63% | 5.18% | Invest |
| Axis Triple Advantage Fund | 2.59% | 5.12% | Invest |
*Last updated as on 16th Jun 20
Tax Saving Mutual Funds are the all-rounder of investments. They not only help to save taxes but also help to create wealth in the long run. Additionally, factors such as the shortest lock-in periods, returns potential and tax efficiencies on returns, makes them one of the best tax saving instruments available in the market. Axis Long term equity fund is a diversified fund that predominantly invests in large cap stocks and few selected mid cap and small cap stocks across the industry. The top three sectors (Financial Services, Consumer Goods and information Technology) constitute more than 70% of the portfolio. With a fund size of ₹19,632 crores (as on 30th April 2020), it is one of the most consistent well performing funds in the ELSS Category. It has consistently outperformed the benchmark returns across multiple time horizons.
| Fund Name | 5-year Returns(%)* | Expense Ratio (%) | |
| Axis Arbitrage Fund | 5.84% | 0.93% | Invest |
*Last updated as on 16th Jun 20
The NAV for the Direct Plan, Growth was ₹46.27 with a 16.36% return since inception as on 4th June 2020 and the same for Regular Plan, growth was 42.68 with a 14.92% return since inception as on 4th June 2020. The benchmark for this scheme is the S & P BSE 200 TRI Index.
The expense of the Axis Long Term Equity Fund is 1.68% for regular plans and 0.92% for direct plans. There is a lock-in period of 3 years as this is a tax savings scheme.
Axis Long Term Equity Fund is exposed greatly in the financial and banking sector. The top portfolio holding as on 30th April 2020 is:
| Sector | % Assets |
| Tata Consultancy Services | 8.5 |
| Avenue Supermarts | 7.94 |
| Kotak Mahindra Bank | 6.83 |
| HDFC Bank | 6.75 |
| Nestle India | 6.53 |
The minimum lump sum investment in Axis Long Term Fund is ₹500 and for SIP it is ₹500.
The NAV for the Direct Plan, Growth was ₹33.18 with a 16.33% return since inception as on 30-Nov-19 and the same for Regular Plan, Growth was ₹26.14 with a 12.87% return since inception as on 30-April-20. The benchmark for this scheme is Nifty 50 TRI.
The expense of the Axis Focused 25 Fund is 1.73% for regular plans and 0.65% for direct plans. The Exit Load is NIL if redeemed post 1 year of investment. For redemption within 1 year of investment the Exit Load is NIL for first 10% of the investment and 1% for the rest of the amount.
Axis Focused 25 Fund is exposed greatly in the Financial Service Sector. Avenue Supermart, Tata Consultancy Sevices, HDFC Bank have the maximum share of holding.
The top portfolio holding as on 30-April-2020 is:
| Sector | % Assets |
| HDFC Bank | 7.69 |
| Avenue Supermarts | 7.56 |
| Tata Consultancy Services | 7.52 |
| Kotak Mahindra Bank | 6.35 |
| Reliance Industries | 6.27 |
The NAV for the Direct Plan, Growth was ₹30.70 with a 13.14% return since inception as on 30-April-20 and the same for Regular Plan, Growth was ₹28.15 with a 10.44% return since inception as on 30-April-20. The benchmark for this scheme is Nifty 50 TRI.
The expense of the Axis Bluechip Fund is 1.76% for regular plans and 0.64% for direct plans. The Exit Load is NIL if redeemed post 1 year of allocation. For redemption within 1 year of investment the Exit Load is NIL for first 10% of the investment and 1% for the rest of the amount.
Axis Bluechip Fund is exposed greatly in the Financial Service Sector and Consumer Goods Sector, HDFC Bank Limited, ICICI Bank, Kotak Mahindra Bank, Bajaj Finance Limited, Avenue supermarket have the maximum share of holding.
The top portfolio holding as on 30-April-2020 is:
| Sector | % Assets |
| HDFC Bank | 7.21 |
| Avenue Supermarts | 6.5 |
| Infosys | 6.15 |
| Kotak Mahindra Bank | 6.05 |
| Bharti Airtel | 5.5 |
The NAV for the Direct Plan, Growth was ₹40.25 with a 15.54% return since inception as on 30-April-20 and the same for Regular Plan, Growth was ₹36.81 with a 15.04% return since inception as on 30-April-20. The benchmark for this scheme is S&P BSE Midcap TRI.
The expense of the Axis Midcap Fund is 1.94% for regular plans and 0.56% for direct plans. The Exit Load is NIL if redeemed post 1 year of allocation. For redemption within 1 year of investment the Exit Load is NIL for first 10% of the investment and 1% for the rest of the amount.
Axis Bluechip Fund is exposed greatly in the Financial Service Sector and Consumer Goods Sector, Avenue Supermarket, IPCA Labs, Bata India, PI industries have the maximum share of holding.
Here is the detailed table on holding for this scheme.
The top portfolio holding as on 30-April-2020 is:
| Sector | % Assets |
| Avenue Supermarts | 4.99 |
| Ipca Laboratories | 4.41 |
| Bata India | 3.78 |
| PI Industries | 3.63 |
| Indraprastha Gas | 3.4 |
The NAV for the Direct Plan, Growth was ₹29.12 with a 17.87% return since inception as on 4th June 2020 and the same for Regular Plan, Growth was ₹26.98 with a 16.45% return since inception as on 4th June 2020. The benchmark for this scheme is Nifty Small Cap 100 TRI.
The expense of the Axis Small Cap Fund is 2.023% for regular plans and 0.30% for direct plans. The Exit Load is NIL if redeemed or switched post 1 year of allocation. For redemption or switch within 1 year of investment the Exit Load is NIL for first 10% of the investment and 1% for the rest of the amount.
Axis Bluechip Fund is exposed greatly in the Financial Service Sector and Chemicals Sector. Galaxy surfactants, Aarti Industries, City Union Bank have the maximum share of holding.. Here is the detailed table on holding for this scheme.
The top portfolio holding as on 30-April-2020 is:
| Sector | % Assets |
| Galaxy Surfactants | 5.34 |
| City Union Bank | 4.58 |
| Aarti Industries | 14.46 |
| JK Cement | 3.79 |
| Fine Organic Industries | 3.69 |
For any query regarding any Schemes and Funds offered by Axis Mutual Fund, and also for any urgent news about axis equity fund please contact the place.
Registered Address-
Axis House, first Floor, C-2 Wadia International Center,
Pandurang, Budhkar Marg Worli, Mumbai (Maharashtra)- 400013.
Branch Timing (9 am - 6 pm)
Call at - 8108622211, 1800 221 322, 1800 3000 3300
[Mon-Fri (8am -8pm), Sat & Sun (9am - 6pm)]
Email Id customerservice@axismf.com
Lumpsum investment in Axis Mutual Funds and SIPs can be applied online through the official site of Axis Asset Management Company. There are options for new investors to invest in a hassle-free manner too. Other finance and money oriented sites are also there, which helps the investor to get the real-time Axis Mutual Fund NAV.
And thus, it is advisable for investors to invest in the online way to save travel, time, energy and money, as when an investor invests on his own then he does not pay any extra charge for any sort of service for the payment of which his NAV is generally deducted reducing the return.
However, you can use the ET Money App where investment would be done online without paying any commission and in a completely hassle-free manner.
The Top Axis Fund Managers have a good amount of experience which is clubbed with the expertise and learning to lead the AMC to its goal of all-round service to customers, return through stable long term investment and long term relationship. Few from the Team of Fund Management would be
Axis Mutual Fund statements can be got in 5 easy ways from the company. They are as follows:
Alternatively, you can get a statement from ET Money as well after logging in with your User Id and Password.
You can download the ET Money App and then login with your Google ID or your email id. Then you can start investing in any AXIS mutual fund scheme by clicking on 'Create Investment Account' and then fill in your details like PAN No, Name, Date of Birth, Residence Status and Contact Details.
The best Axis Mutual Fund depends on your risk appetite and asset allocation. There is no one-size-fit-all fund which would be the 'best' for every investor. You would thus need to assess your financial goals and asset allocation and then find the fund which best suits your needs. However, in every category of AXIS Mutual Fund, you can find the best one in terms of returns.
Axis Bank Mutual Fund is an Asset Management Company that launched its first fund in October 2009 and has since then proved to be a steady ground of investment for its investors. The AMC believed in the principals of all-time customer orientation, steady gain through long term investment and long-term relationship between the Fund House and the Customers.
Over the years have launched a number of schemes ranging from pure equity to debt to hybrid to ELSS Schemes and have provided their customers with returns that had been more than the benchmark set by similar other funds in the competition.
The Axis Bank Mutual Fund provides two options of investment for their customers, one would be Axis Mutual Fund SIP and the other would be lump sum amount. But Axis Mutual Fund SIP does help the customer to distribute the risk factor over a spread-out time reducing it to almost negligible.
You can buy Mutual funds of Axis Mutual Fund online by directly logging in to their site. Alternatively, you can login to ET Money and invest in Direct Funds without any brokerage.
None of the Mutual Funds available does come with a guarantee. But the expertise of the fund managers clubbed with their experience along with the supervision of SEBI on the AMC can be considered trustworthy and safe for investment.
The Axis Long Term Equity Fund is an ELSS Fund and thus gives tax benefit under section 80C but has a lock-in period of 3 years. An amount up to ₹1,50,000/- per annum can be invested tax free in this scheme.
All Axis Mutual Fund Schemes can be cancelled at any point of time and you can discontinue further investment as well. However, ELSS funds cannot be redeemed before the completion of the 3 year lock-in period. Other funds can also be redeemed at any point of time, subject to charges. However, you need to keep the capital gains taxation issue in mind at the time of redemption so that the returns are not affected.
If the redemption request is given before the cut-off time of 2PM, then the same day is considered as T, else the next day. The NAV of the T day would be considered for your redemption.
Here is the TAT(Turn around time) for the redemption:
A. Equity Funds- T+3
B. Debt Funds- T+2
C. Liquid Funds- T+1
By close of business on the day of redemption, the fund would be credited in your account.
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