Key information

Funds Offered

75
AUM

₹3,09,513 Cr
Highest Return

20.36%

Axis Mutual Fund

Axis Mutual Fund launched its first scheme in October 2009. Since then Axis Mutual fund has grown strongly. They attribute their success thus far to three founding principles - Long term wealth creation, Outside in (Customer) view and Long term relationship.

Key information

Funds Offered

75
AUM

₹3,09,513 Cr
Highest Return

20.36%

Axis Mutual Fund Managers

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Tejas Sheth

No. of funds

Total Fund Size

₹20,954 Cr

Highest Returns

17.11%

Anagha Darade

No. of funds

Total Fund Size

₹143 Cr

Highest Returns

6.79%

Shreyash Devalkar

No. of funds

Total Fund Size

₹1,62,900 Cr

Highest Returns

18.83%

Hardik Satra

No. of funds

Total Fund Size

₹7,828 Cr

Highest Returns

6.24%

R Sivakumar

No. of funds

Total Fund Size

₹8,901 Cr

Highest Returns

12.78%

Akhil Thakker

No. of funds

Total Fund Size

₹2,367 Cr

Highest Returns

6.94%

Hardik Shah

No. of funds

Total Fund Size

₹35,243 Cr

Highest Returns

12.78%

Kaustubh Sule

No. of funds

Total Fund Size

₹9,813 Cr

Highest Returns

8.7%

Sachin Relekar

No. of funds

Total Fund Size

₹23,933 Cr

Highest Returns

20.36%

Devang Shah

No. of funds

Total Fund Size

₹1,00,214 Cr

Highest Returns

12.78%

Key information about Axis Asset Management Company Ltd.

Mutual fund name	Axis Mutual Fund
AMC setup date	4th September 2009
Sponsor name	Axis Bank Ltd.
Trustee organisation	Axis Mutual Fund Trustee Ltd.
Chief Operating Officer/Chief Finance Officer	Mr. Gopal Menon
MD and CEO	Mr. Chandresh Kumar Nigam

Steps to invest in Axis MF via Tata Moneyfy

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Complete Your KYC

Upload your documents required for KYC

Choose Mutual Fund

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Start Investing

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Track your investment

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Axis Mutual Funds

As of February 28th, 2023, Axis Mutual Fund has garnered an impressive Assets Under Management (AUM) of Rs. 241,455 crores for its diverse array of schemes, encompassing 5.8% of the industry's AUM.

With a robust portfolio of 77 mutual fund schemes, Axis Mutual Fund caters to a broad spectrum of investors. Among these offerings, 23 are dedicated to equity, 32 to debt, 6 to hybrid, and 14 other schemes that introduce unique and innovative investment opportunities.

Axis Mutual Fund's goal is to make people feel financially secure, empower them, and foster their confidence in a brighter and prosperous future. Rather than being transactional, they focus on building valuable relationships with their investors.

Axis Mutual Funds returns Calculator

No more tedious manual calculations! The Tata Monefy Axis Mutual Funds Return calculator allows you to effortlessly estimate the capital gains from your mutual funds.

Simply enter your investment amount, time period, and rate of returns, and it will instantly compute the returns you would've made during that period. Besides that, you can even modify any of the variables to see how they impact your overall returns.

Documents required to invest in Axis Mutual Fund

Tata Capital Moneyfy offers a hassle-free and paperless solution. In just a few minutes, you can complete your KYC process from the comfort of your home. All you have to do is create an account with Tata Capital Moneyfy and upload essential documents like your PAN card, address proof, selfie, signature, and selfie video. These documents help confirm your identity and ensure the security of your account. This way, you can seamlessly complete the entire digitised KYC process right from your phone. What’s more? Within just 5-7 days, you'll be fully investment-ready, free from the burden of paperwork, and ready to embark confidently on your financial journey.

That's it! No complicated processes, just easy access to your investment details at your fingertips.

Here’s the list of documents that you require to invest in Axis Mutual Funds if you want to invest offline.

Identity proof

PAN Card (Mandatory)
Voter ID Card
Driving License
Passport
Aadhaar Card
any other document notified by the central government

Address proof

Voter ID Card
Driving License
Passport
Ration Card
Aadhaar Card
Bank account statement or bank passbook
Utility bills like electricity or gas bills

While submitting the necessary documents for your financial transactions may seem like a tiresome task, Moneyfy can help reduce this and make it easy for investing in Mutual Fund

How to access your portfolio on Tata Capital Moneyfy

1. Download Tata Capital Moneyfy App to access your Mutual Fund Portfolio.

2. Additionally, you can track your consolidated one-view of the mutual fund portfolio for free, via simple 1-step OTP verification on the App.

FAQs on Axis Mutual Fund

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What is the minimum amount to invest in an Axis mutual fund?

Investing in Axis Mutual Funds doesn't require a large amount of money. In fact, you can start with as little as Rs 500 per month. Whether you have a small or big budget, you can start investing in Axis Mutual Funds at your own pace.

Is Axis Bank Mutual Fund's scheme tax-free?

Investing in Mutual Funds can provide tax benefits on the principal amount. For instance, as per Section 80C of the Income Tax Act, an individual can claim a deduction of up to Rs 1.5 lakh on the amount invested in ELSS mutual funds. However, it's essential to note that the gains you earn from your Axis Mutual Fund investment are subject to taxation, depending on the type of scheme and the investment period. For instance, if you invest in an equity-oriented fund and hold it for less than 12 months, any profits from this investment will be categorised as short-term capital gains. Consequently, the tax liability on these gains will be 15%. Consider tax implications and holding periods for mutual fund schemes to optimise tax efficiency and returns.

What is the return of Axis Mutual Fund for the last 5 years?

The Axis Small Cap Fund, part of Axis Mutual Funds' Equity category, has delivered annualised returns of approximately 24.74% over the last 5 years. For a comprehensive overview of top Axis MF schemes and their returns, head to Tata Capital Moneyfy. Here, you can make informed investment decisions and explore the potential growth opportunities in the Axis Small Cap Fund.

When can I withdraw my Axis Mutual Fund?

You can redeem Axis mutual funds on any business day. To do it offline, you can visit the nearest fund house and submit a form. The easiest way is to do it online using the Tata Capital Moneyfy app. Head to the Portfolio section, click on the desired fund and select the withdrawal option.

On redemption of units, what load or charges will the investor have to pay?

Exit load is a fee that an investor needs to pay to the AMC for leaving a scheme as an investor before a specific period of time. If you have an Axis Mutual Fund and wish to redeem it before one year, an exit load of 1% will be deducted from the net asset value (NAV), which is applied for your redemption per unit.

How many schemes are offered by Axis Mutual Fund?

Axis Mutual Fund offers over 60 mutual fund schemes. You can select the most suitable option depending on your investment horizon, risk tolerance, and financial goals.

How to Calculate Axis Mutual Fund SIP?

You can easily calculate Axis Mutual Fund SIP by using an online SIP calculator.

Are Axis Mutual Fund schemes safe to invest in?

While investments in any mutual fund are relatively safer than stock market investments, they are still subject to market risks. Therefore, it's important to carefully assess your risk tolerance and financial goals before investing in mutual funds.

Which Axis mutual fund scheme is the best for the short term?

For a short-term investment of less than 3 years, you can opt for any of the debt funds offered by Axis Mutual Funds based on your financial goals and risk tolerance.