Axis Mutual Fund

Scheme	AUM (in Cr.)	Fund Age	1W	1M	3M	6M	1Y	3Y	5Y
Axis Multicap Fund Direct Growth Compare	11,972.30	4 Yrs	3.64%	3.03%	0.87%	10.54%	7.51%	19.22%	-
Axis Midcap Fund Direct Growth Compare	33,527.80	13 Yrs	3.64%	3.20%	-1.73%	4.66%	4.98%	17.02%	12.29%
Axis Large & Mid Cap Fund Direct Growth Compare	16,438.30	8 Yrs	3.26%	2.07%	-3.21%	4.40%	2.04%	14.96%	11.16%
Axis Flexi Cap Fund Direct Growth Compare	13,241.70	8 Yrs	3.61%	2.61%	-1.49%	7.56%	2.78%	14.34%	8.18%
Axis Small Cap Fund Direct Growth Compare	30,677.50	12 Yrs	2.13%	-1.06%	-2.46%	5.65%	4.14%	13.74%	14.67%
Axis ELSS - Tax Saver Fund Direct Growth Compare	30,269.10	13 Yrs	4.79%	5.44%	-2.13%	4.51%	-0.80%	11.62%	5.80%
Axis Focused Fund Direct Growth Compare	10,476.40	13 Yrs	4.60%	3.99%	-3.17%	6.53%	-1.68%	10.80%	3.81%
Axis Large Cap Fund Direct Growth Compare	29,231.00	13 Yrs	4.99%	6.20%	-2.13%	4.59%	-1.83%	10.34%	5.75%
Axis India Manufacturing Fund Direct Growth Compare	5,540.32	2 Yrs	3.56%	2.16%	0.30%	8.80%	13.03%	-	-
Axis Consumption Fund Direct Growth Compare	2,360.37	2 Yrs	5.61%	6.45%	-4.27%	3.52%	-5.33%	-	-

About Axis Mutual Fund

Axis Mutual Fund AMC, formally known as Axis Asset Management Company Ltd., is a subsidiary of Axis Bank, one of India's largest private banks. Established in October 2009, it's a partnership between Axis Bank and Schroder Singapore Holdings Private Limited (SSHPL).

As of March 31 2024, its Assets Under Management (AUM) amounted to Rs. 2.74 lakh crores.
The company offers a diverse range of 59 mutual fund schemes to cater to various investment needs.
All investments are made in fundamentally sound companies using the ‘Bottom up’ approach.
The company operates in more than 100 cities across India.
Axis Mutual Fund operates with 31 investment teams spanning 19 nations. These teams are strategically located in the Middle East, Europe, America, and Asia.
Notably, Axis ELSS Tax Saver Fund, Axis Bluechip Fund, and Axis Liquid Fund are among its flagship schemes and are recognized as top performers as of December 2023.

Three principles Axis Mutual Fund has followed since its inception include:

They prioritize effective communication by ensuring that customers understand the investment options.
They help individuals in long-term wealth accumulation.
They emphasize cultivating enduring relationships with clients that extend beyond financial transactions.

Overall, Axis Mutual Fund company has established itself as a reputable player in the Indian mutual fund industry, offering a wide range of investment options and serving a large base of investors across the country.

Diversification for Lower Risk: Axis Mutual Funds mitigate risk by diversifying their portfolios across various asset classes, including equity, debt, and hybrid instruments, reducing the impact of market fluctuations

Extensive Research: Decisions within the AMC are backed by extensive macroeconomic and company research, ensuring informed investment choices.
Tax Benefits: Axis Mutual Funds, like the Axis ELSS Tax Saver Fund, provide tax benefits under Section 80C of the Income Tax Act, 1961, helping investors save on taxes.
Experienced Fund Management: The fund managers overseeing investment portfolios have extensive experience and conduct thorough research to make informed investment decisions.
Long-Term Growth: They prioritize firms with long-term sustainable growth potential, aiming to generate consistent returns over time. For example, the Axis Bluechip Fund aims towards long-term growth.
Strong Track Record: They also have a strong track record of performance, delivering competitive returns to investors over the long term. For instance, the Axis Flexi Cap Fund recorded a return of 17.22% over the same period.
Convenience: Investing in Axis Mutual Funds is convenient, with options for online transactions, SIP (Systematic Investment Plan) facilities, and redemption processes, making it easy for investors to manage their investments remotely.

Investing in Axis Mutual Funds can be a promising way to invest your money over time. With experienced fund managers at the helm, backed by extensive research and a diversified portfolio approach, investors can rely on professional management and market insights. The flexibility, liquidity, and convenience provided by Axis Mutual Funds make them an appealing choice for investors seeking to build wealth over the long term.

However, it's essential to recognize that investing in Axis MF comes with its ups and downs. Factors like market fluctuations, economic conditions, and other external causes can impact the performance of mutual funds, potentially leading to their price fluctuations. This is just a natural part of investing, and even though Axis Mutual Fund tries to minimise these factors, it's something to keep in mind.

On the bright side, Axis AMC follows strict rules set by SEBI, the regulatory body, which helps protect investors like you. They're transparent about how they operate and provide support to answer any questions you might have.

Ultimately, while investments in Axis Mutual Funds offer the potential for wealth creation and financial growth, investors should carefully assess their investment goals before making investment decisions.

Investing in Axis Mutual Funds is convenient and straightforward. You can do it through the Dhan platform offers a streamlined and efficient experience for investors.

Step 1: To get started, simply download the Dhan app or visit the website and initiate the verification process by providing your mobile number and email ID. This step ensures that your identity is authenticated for security purposes.
Step 2: Once verified, proceed to upload the necessary documents required for investment and complete the e-sign process.
Step 3: Important documents you would need-
- Address proof
- PAN card
- Aadhaar
- KYC form
- Passport-size photograph
Step 4: Upon approval of your documents and opening of demat account, navigate to the Mutual Funds section within the app to explore available investment options.
Step 5: Here, you can browse through various Axis Mutual Fund schemes to find one that aligns with your investment goals and risk tolerance.
Step 6:Next, you have the option to choose between investing through SIP (Systematic Investment Plan) or Lumpsum. Select your preferred mode of investment based on your financial goals.
Step 7: After selecting the desired Axis Mutual Fund scheme and investment mode, enter the investment amount you wish to allocate. If opting for SIP, you can also choose a specific date for the SIP to occur.
Step 8:To finalize the transaction, you will receive an OTP (One-Time Password) on your registered mobile number. Enter this OTP in the designated field to authenticate and complete the investment process securely.

When investing in Axis Mutual Funds, you can choose between SIP for regular, fixed investments, or Lumpsum for a one-time investment. The SIP option spreads out your investment over regular intervals, reducing market volatility impact. To estimate the potential returns from your SIP investment, you can use the Axis SIP calculator.

Whether you prefer consistent investments or a single lump sum, Axis Mutual Funds offers flexible options to align with your financial goals.

Explore | Sitemap

*All securities mentioned on this website are exemplary and not recommendatory.

*Current prices on the website are delayed by 15 mins, login to check live prices.

We are bullish on India, we are bullish on India's prospects to be one of the largest economies in the world. We believe that the stock market provides a unique opportunity for all of India's traders and investors to participate in the growth story of the country.

Yet, most investing & trading platforms in India have remained more or less the same over the past decade. Times have changed and retail traders and investors have become smarter about managing their trades and money. Modern traders & investors require an online trading platform that helps them keep up with the technological advancements of our time.

That's why we're building Dhan - to help you trade, to help you invest, and to help you participate in India's growth stock via the stock market with awesome features and an incredible experience.

We are doing so by giving you access to not just one but 6 products within the Dhan ecosystem:

Dhan App: The only online trading app you need for buying and selling equity, futures, options, commodity, and currency.
Dhan Web: Trade on the big screen across segments with our web trading platform.
Options Trader App: A dedicated option trading app built for India's F&O traders.
Options Trader Web: Love big screens and F&O trading? Use our web option trading platform.
Dhan + TradingView: The magic of Tradingview charts for free with the Lightning-Fast experience of Dhan on tv.dhan.co.
Connect to TradingView: Our Tradingview broker integration allows you to trade in Stocks, Futures, and Commodities directly from tradingview.com via Dhan.

This means that with Dhan, you'll be able to start:

Lakhs of users already trust Dhan for their online stock trading and investing needs. Dhan is growing rapidly because of the love we receive from SuperTraders and Long-Term Investors who acknowledge that the platform is innovating for them, building super useful features that help them do everything from investing in stock market to trading F&O like a pro on the Tradingview charts and much more.

While we are growing, we will always remember why we started building in the first place - you. Our user-first approach will always be at the heart of our philosophy. Come join us on this incredible journey!

Try it out, you can close your account at anytime using this link.

©2021-2026 Raise Securities Private Limited (formerly Moneylicious Securities Private Limited). All rights reserved. CIN: U74999MH2012PTC433549 Raise Securities is part of Raise Financial Services and works closely with Raise Partners across services.

SEBI Stock Broker Registration No: INZ000006031 | Depository Participant (CDSL) ID: IN-DP-289-2016 | SEBI Research Analyst Registration No: INH000023357
Exchange Membership No. : NSE: 90133 | BSE: 6593 | MCX: 56320
Registered & Corporate Office: Unit No. 2201, 22nd Floor, Gold Medal Avenue, S.V. Road, Beside Patel Petrol Pump, Piramal Nagar, Goregaon West, Mumbai – 400104, Customer Care: 9987761000.

Details of client bank account

For any query / feedback / clarifications, email at help@dhan.co.

In case of grievances for any of the services rendered by Raise Securities Private Limited, please write to grievance@dhan.co (for NSE, BSE and MCX) or grievancedp@dhan.co (for Depository Participant). Please ensure that you carefully read the Risk Disclosure Document as prescribed by SEBI, our Terms of Use and Privacy Policy. Compliance Officer: Mr. Manish Garg and Mobile: 8655740961 Email: complianceofficer@dhan.co To lodge your complaints using SEBI SCORES, click here.

Disclaimer: All communications with the client via chat, phone, or email are for support purposes only. Any commitments or statements made by the agent (human or virtual) shall not be binding on the company.

DHAN is a brand owned by Raise Securities Private Limited. All DHAN clients are registered under Raise Securities Private Limited. Clients are advised to refer to our company as Raise Securities Private Limited when communicating with regulatory authorities.

Procedure to file a complaint on SEBI SCORES/SMART ODR Portal: Register on SCORES portal. Mandatory details for filing complaints on SCORES: Name, PAN, Address, Mobile Number, E-mail ID. Benefits: Effective Communication, Speedy redressal of the grievances. You may refer the website https://scores.sebi.gov.in/ for more information. You may also download the SEBI Scores app to log a complaint Android: https://play.google.com›store›apps›sebiscores iOS: https://apps.apple.com›app›sebiscores.

Disclaimer: Investment in the securities market are subject to market risks, read all the related documents carefully before investing. Brokerage will not exceed the SEBI prescribed limit

Attention investors:

Stock brokers can accept securities as margins from clients only by way of pledge in the depository system w.e.f September 01, 2020.
Update your e-mail and phone number with your stock broker / depository participant and receive OTP directly from depository on your e-mail and/or mobile number to create pledge.
Check your securities / MF / bonds in the consolidated account statement issued by NSDL/CDSL every month.

SEBI presents Samajh Se Investing Simple:

Understand Before You Invest
Choose Regulated Investment Products
Start Early, Stay Invested
Beware of Investment Frauds

Reporting of Short Sell Transactions by Clients:

Clients must report any short sale transaction, by emailing help@dhan.co with the subject “Reporting of Short Sell” on the same day.

Note: As a policy we do not give stock tips or recommendations and have not authorized anyone to give this on behalf of us. If you know anyone claiming to be a part of Dhan / / Raise or our associate companies or partners and offering such services, please report us on help@dhan.co. Important Information for Investors: To prevent unauthorized transactions in your trading / demat account, do not share your account details, credentials or any personal details with anyone. Keep your mobile number updated with your Stock Broker, Depository Participant and ensure that the same is registered with Stock Exchanges, Depository and KRAs. You will receive alerts and information on your registered mobile number / email for debit and other important transactions in your demat account directly from CDSL / Exchange on the same day. KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (Stock Broker, DP, Mutual Fund, etc.), you need not undergo the same process again when you approach another intermediary. No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account. This is issued in the interest of investors.

Investors should be cautious on unsolicited emails and SMS advising to buy, sell or hold securities and trade only on the basis of informed decision. Investors are advised to invest after conducting appropriate analysis of respective companies and not to blindly follow unfounded rumours, tips etc. Further, you are also requested to share your knowledge or evidence of systemic wrongdoing, potential frauds or unethical behaviour through the anonymous portal facility provided on BSE & NSE website. Issued in the interest of the investors.

Raise Securities Private Limited also known as Dhan is only an order collection platform that collects orders on behalf of clients and places them on BSE StarMF for execution. Client expressly agrees that Dhan is not liable or responsible and does not represent or warrant any damages regarding non- execution of orders or any incorrect execution of orders with regard to the funds chosen by the client or due to, but not being limited to, any link/system failure, delay in transfer of the funds on account of any unforeseen circumstances/issues in the banking system/payment aggregators or any other problems that may result in a delay in crediting the funds into the BSE Star MF's bank account. Raise Securities Private Limited (Dhan) does not engage in proprietary trading on its own account.

Mutual fund investments are subject to market risks, read all scheme related documents carefully before investing. Dhan is not a distributor or agent of any mutual fund. Mutual Funds are not exchange-traded products. Any related disputes will not have access to the Exchange-investor redressal forum or arbitration mechanism. For other disclaimers please refer https://dhan.co/advertisement-disclaimer/

Download client registration documents (Rights & Obligations, Risk Disclosure Document, Do's & Don'ts) in vernacular language: BSE | NSE | MCX

Kindly, read the Advisory Guidelines of BSE | NSE | MCX for investors as prescribed by the exchange with reference to their circular dated 27th August, 2021 regarding investor awareness and safeguarding client's assets

Axis Equity Funds

Returns Calculator

AMC Information

Axis Mutual Fund

About Axis Mutual Fund

Overview

Advantages of Investing

Is it Safe to Invest

How to Invest

Explore Mutual Funds by Type

Open NFOs

Popular Funds

Mutual Fund Calculators