Axis Asset Management Company is a leading AMC in India that offers several mutual fund schemes across equity, debt, and hybrid categories. It is backed by Axis Bank and has a strong track record of performance.
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|
Fund Name
|
Ratings
 |
Risk
|
3Y Returns
|
AUM
|
|
|---|---|---|---|---|---|
|
Axis Small Cap Fund Direct Plan Growth Equity Small Cap Fund |
Very High |
25.02% |
₹20,136.63 cr. |
||
|
Axis Small Cap Fund Direct Plan IDCW Payout Equity Small Cap Fund |
Very High |
25.02% |
₹20,136.63 cr. |
||
|
Axis Small Cap Fund Direct Plan IDCW Reinvestment Equity Small Cap Fund |
Very High |
25.02% |
₹20,136.63 cr. |
||
|
Axis Midcap Fund Direct Plan Growth Equity Mid Cap Fund |
Very High |
21.94% |
₹26,636.78 cr. |
||
|
Axis Midcap Fund Direct Plan IDCW Payout Equity Mid Cap Fund |
Very High |
21.94% |
₹26,636.78 cr. |
||
|
Axis Midcap Fund Direct Plan IDCW Reinvestment Equity Mid Cap Fund |
Very High |
21.94% |
₹26,636.78 cr. |
||
|
Axis Growth Opportunities Fund Direct Plan IDCW Payout Equity Large & Mid Cap Fund |
Very High |
21.07% |
₹12,096.56 cr. |
||
|
Axis Growth Opportunities Fund Direct Plan IDCW Reinvestment Equity Large & Mid Cap Fund |
Very High |
21.07% |
₹12,096.56 cr. |
||
|
Axis Growth Opportunities Fund Direct Plan Growth Equity Large & Mid Cap Fund |
Very High |
21.05% |
₹12,096.56 cr. |
||
|
Axis Special Situations Fund Direct Plan Growth Equity Sectoral / Thematic |
Very High |
16.84% |
₹1,216.85 cr. |
||
|
Axis Special Situations Fund Direct Plan IDCW Payout Equity Sectoral / Thematic |
Very High |
16.84% |
₹1,216.85 cr. |
||
|
Axis Special Situations Fund Direct Plan IDCW Reinvestment Equity Sectoral / Thematic |
Very High |
16.84% |
₹1,216.85 cr. |
||
|
Axis Nifty 100 Index Fund Direct Plan Growth Other Index Fund |
Very High |
16.19% |
₹1,363.98 cr. |
||
|
Axis Nifty 100 Index Fund Direct Plan IDCW Payout Other Index Fund |
Very High |
16.19% |
₹1,363.98 cr. |
||
|
Axis Nifty 100 Index Fund Direct Plan IDCW Reinvestment Other Index Fund |
Very High |
16.19% |
₹1,363.98 cr. |
||
|
Axis Flexi Cap Fund Direct Plan Growth Equity Flexi Cap Fund |
Very High |
14.61% |
₹11,975.93 cr. |
||
|
Axis Flexi Cap Fund Direct Plan IDCW Payout Equity Flexi Cap Fund |
Very High |
14.59% |
₹11,975.93 cr. |
||
|
Axis Flexi Cap Fund Direct Plan IDCW Reinvestment Equity Flexi Cap Fund |
Very High |
14.59% |
₹11,975.93 cr. |
||
|
Axis Balanced Advantage Fund Direct Plan IDCW Payout Hybrid Dynamic Asset Allocation or Balanced Advantage |
Very High |
14.38% |
₹2,123.94 cr. |
||
|
Axis Balanced Advantage Fund Direct Plan IDCW Reinvestment Hybrid Dynamic Asset Allocation or Balanced Advantage |
Very High |
14.38% |
₹2,123.94 cr. |
||
|
Axis Balanced Advantage Fund Direct Plan Growth Hybrid Dynamic Asset Allocation or Balanced Advantage |
Very High |
14.38% |
₹2,123.94 cr. |
||
|
Axis Retirement Savings Fund Dynamic Plan Direct Growth Solution Oriented Retirement Fund |
Very High |
14.13% |
₹347.27 cr. |
||
|
Axis Retirement Savings Fund Dynamic Plan Direct Plan IDCW Payout Solution Oriented Retirement Fund |
Very High |
14.04% |
₹347.27 cr. |
||
|
Axis Gold Fund Direct Plan IDCW Payout Other FoFs Domestic |
High |
13.44% |
₹482.60 cr. |
||
|
Axis Gold Fund Direct Plan IDCW Reinvestment Other FoFs Domestic |
High |
13.44% |
₹482.60 cr. |
||
|
Axis Gold Fund Direct Plan Growth Other FoFs Domestic |
High |
13.44% |
₹482.60 cr. |
||
|
Axis ESG Integration Strategy Fund Direct Plan Growth Equity Sectoral / Thematic |
Very High |
12.93% |
₹1,362.05 cr. |
||
|
Axis ESG Integration Strategy Fund Direct Plan IDCW Payout Equity Sectoral / Thematic |
Very High |
12.92% |
₹1,362.05 cr. |
||
|
Axis ESG Integration Strategy Fund Direct Plan IDCW Reinvestment Equity Sectoral / Thematic |
Very High |
12.92% |
₹1,362.05 cr. |
||
|
Axis Retirement Savings Fund Aggressive Plan Direct Growth Solution Oriented Retirement Fund |
Very High |
12.45% |
₹839.31 cr. |
Axis Mutual Fund is the mutual fund wing of Axis Bank, one of India’s largest private banks. Formally known as Axis Asset Management Company Ltd., Axis AMC was established in 2009. Axis Mutual Fund is a joint venture between Axis Bank and Schroder Singapore Holdings Private Limited (SSHPL). While Axis Bank holds a 74.99% stake in Axis MF, Schroder Singapore Holdings Private Limited holds the rest 24%.
Axis Bank is the third largest private sector bank in India. Its customer segments cover Large and Mid-Corporates, SME, Agriculture, and Retail Businesses.
Schroder Singapore Holdings Private Limited is a London-based entity established in 1804. It manages £731.6 billion globally on behalf of financial institutions, retail and institutional investors, and high net worth clients. Its expertise spans asset classes, including equities, multi-asset, fixed income, and alternatives.
As of February 28, 2023, Axis Mutual Fund’s AUM stood at ₹2,41,455 crore. Axis MF has over 1.26 crore active investor accounts and is present in over 100 cities. The product portfolio of Axis Asset Management Company Ltd. has over 67 schemes. The AMC has 31 investment teams operating across 19 nations, including Europe, the Middle East, America, and Asia.
The following are some of the key information regarding the Kotak asset management company
| Founding date | October 2009 |
| AMC Incorporation date | 13th January 2009 |
| Headquarters in | Mumbai |
| Name of the sponsors | Axis Bank Limited |
| Trustee organisation | Axis Mutual Fund Trustee Limited |
| MD and CEO | Mr Chandresh Kumar Nigam |
| Chief Investment Officer | Mr Jinesh Gopani (Equity) and Mr R. Sivakumar (Fixed Income) |
| Compliance Officer | Mr Darshan Kapadia |
AP
Aditya Pagaria
Fund Manager since Mar 2019 (5 years)
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Aditya Pagaria did his PGDBM in Finance. Before joining Axis Mutual Fund he worked at ICICI Prudential AMC as an Assistant Manager, Manager and Fund Manager. Currently, he is the Senior Vice President at Axis Mutual Fund
JG
Jinesh Gopani
Fund Manager since Jan 2020 (4 years)
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Jinesh Gopani did his MBA/MMS in Finance and Financial Management Services from University of Mumbai. Before joining Axis Mutual Fund he worked at Voyager India Capital and Birla Sunlife. Jinesh Gopani joined Axis Mutual Fund as a Senior Fund Manager and currently he is the Head of Equities.
SD
Shreyash Devalkar
Fund Manager since Dec 2023 (1 year)
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Shreyash Devalkar did his MBA from Jamnalal Bajaj Institute of Management Studies. Before joining Axis Mutual Fund, he worked at various firms including Larsen and Toubro Ltd, Saint Gobain, Credit Lyonnais, J P Morgan, IDFC Securities, IDFC AMC and BNP Paribas Asset Management (India). Currently, he is the Senior Fund Manager at Axis Mutual Fund.
AT
Anupam Tiwari
Fund Manager since Oct 2023 (1 year)
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Anupam Tiwari is a Chartered Accountant. He worked at Reliance Capital Asset Management Company, Reliance Life Insurance Company Limited, Principal PNB Mutual Fund, and Axis Mutual Fund before joining Groww Mutual Fund as the Head of Equity.
AN
Ashish Naik
Fund Manager since Apr 2022 (2 years)
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Mr. Naik is a Fund Manager at Axis AMC. He joined Axis AMC as an AVP Research Analyst in 2009. In 2016, he became an Assistant Fund Manager and a Fund Manager in 2018. Earlier, he was associated with Goldman Sachs India Securities as a Sell-side Equity Research Analyst.
Investing in the Axis Mutual Fund is a hassle-free process when done through your Angel One account. You just have to follow these steps:
Step 1: Log in to your Angel One account by entering your mobile number and validate the OTP. Next, enter your MPIN.
Note: In case you do not have an account with Angel One, you can open a demat account with us in under a few minutes by submitting the necessary documents.
Step 2: Determine which fund is most suited based on your needs and risk profile. You can learn more about each fund on the Angel One app. Things to consider at this stage are:
Step 3: Once you finalise the fund(s) you want to invest in, open your Angel One account, go to the Mutual Funds section, and look for it. Since this can be a long-term investment, be careful when choosing the fund that you would like to invest in.
Investing in Axis Mutual Fund through Angel One is a straightforward and fully digital process, ensuring a hassle-free experience. Whether you’re a new or returning investor, we’ve made it convenient for you. To get started, you’ll need to provide the following essential documents:
Our user-friendly platform simplifies the KYC verification, allowing you to access Axis Mutual Fund swiftly and efficiently. Your financial goals are now easily attainable. In just 48-72 business hours, your KYC process will be completed, allowing you to embark on your mutual fund journey.
| Name | Sub Category | AUM (₹ in crore) | Minimum Investment(₹) | CAGR 3Y (%) | CAGR 5Y (%) |
| Axis Small Cap Fund | Small Cap Fund | 15847.23 | 100 | 34.53 | 26.79 |
| Axis Growth Opp Fund | Large & Mid Cap Fund | 9686.04 | 100 | 25.37 | – |
| Axis Midcap Fund | Mid Cap Fund | 22664.67 | 100 | 24.15 | 19.93 |
| Axis Nifty 100 Index Fund | Index Fund | 958.99 | 100 | 20.08 | – |
| Axis Flexi Cap Fund | Flexi Cap Fund | 11060.36 | 100 | 17.76 | 14.75 |
| Axis ESG Equity Fund | Thematic Fund | 1409.64 | 100 | 16.86 | – |
| Axis Long Term Equity Fund | Equity Linked Savings Scheme (ELSS) | 31411.08 | 500 | 16.23 | 13.04 |
| Axis Bluechip Fund | Large Cap Fund | 32153.4 | 100 | 15.57 | 13.59 |
| Axis Children’s Gift Fund-No Lock in | Solution Oriented – Children’s Fund | 751.25 | 100 | 15.4 | 12.82 |
| Axis Equity Hybrid Fund | Aggressive Hybrid Fund | 1692.4 | 500 | 15.36 | 12.75 |
**All data as of October 4, 2023.
Selection Criteria: The funds chosen have demonstrated the highest Compound Annual Growth Rate (CAGR) over the past 3 years.
Axis Small Cap Fund is categorised as a Small Cap Fund, primarily investing in smaller companies. With an AUM of ₹15,847.23 crore, it maintains a modest expense ratio of 0.55%. Over the past 3 years, this fund has shown a consistent growth rate of 34.53% CAGR. The minimum investment required to participate in this fund is ₹100.
Axis Growth Opp Fund falls under the Large & Mid Cap Fund category, concentrating on both large and mid-sized companies. The fund manages assets totalling ₹9,686.04 crore with an expense ratio of 0.57%. Over a 3-year period, it has demonstrated a steady performance, achieving a 25.37% CAGR. Investors can start with a minimum investment of ₹100.
Axis Midcap Fund is classified as a Mid Cap Fund, specialising in mid-sized companies. It manages an AUM of ₹22,664.67 crore with an expense ratio of 0.54%. Over the past 3 years, this fund has displayed a growth rate of 24.15% CAGR. The fund welcomes investments starting at ₹100.
Axis Nifty 100 Index Fund operates as an Index Fund, mirroring the Nifty 100 index. It manages assets worth ₹958.99 crore and boasts a low expense ratio of 0.15%. Over a 3-year period, it has yielded a respectable 20.08% CAGR. The minimum investment to participate in this fund is ₹100.
Axis Flexi Cap Fund operates as a Flexi Cap Fund, offering flexibility in asset allocation. With an AUM of ₹11,060.36 crore, it maintains an expense ratio of 0.72%. Over the past 3 years, this fund has provided a 17.76% CAGR. The minimum investment required to enter this fund is ₹100.
Axis ESG Equity Fund falls under the Thematic Fund category, focusing on Environmental, Social, and Governance (ESG) factors. It manages an AUM of ₹1,409.64 crore with an expense ratio of 1.19%. Over a 3-year period, it has achieved a 16.86% CAGR. The minimum investment to participate in this fund is ₹100.
Axis Long Term Equity Fund operates as an Equity Linked Savings Scheme (ELSS), offering tax benefits. The fund manages assets totalling ₹31,411.08 crore with an expense ratio of 0.78%. Over the past 3 years, it has delivered a 16.23% CAGR. The minimum investment required to start investing in this fund is ₹500.
Axis Bluechip Fund is categorised as a Large Cap Fund, primarily investing in large-cap companies. With an AUM of ₹32,153.4 crore, it maintains an expense ratio of 0.63%. Over a 3-year period, this fund has provided a 15.57% CAGR. The minimum investment to participate in this fund is ₹100.
Axis Children’s Gift Fund is a Solution-oriented – Children’s Fund designed to meet children’s financial needs. It manages an AUM of ₹751.25 crore with an expense ratio of 0.95%. Over the past 3 years, this fund has demonstrated a 15.4% CAGR. The minimum investment to participate in this fund is ₹100.
Axis Equity Hybrid Fund operates as an Aggressive Hybrid Fund, offering a blend of equity and debt investments. With an AUM of ₹1,692.4 crore, it maintains an expense ratio of 0.91%. Over the past 3 years, this fund has achieved a 15.36% CAGR. The minimum investment required to enter this fund is ₹500.
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