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Axis Mutual Fund

Axis Mutual Fund

Axis Asset Management Company Limited is Axis Mutual Fund’s Investment and Asset Manager. Axis Mutual Fund is one of India’s fastest-growing mutual fund houses in India. The company’s investment philosophy is laid on three principles – long-term wealth creation, outside-in view, and long-term relationships. The company boasts a well-rounded portfolio of more than 53 mutual fund schemes across categories like debt, equity, hybrid, etc. It maintains over 98 lakh investor accounts. Also, Axis Mutual Fund offers its services online and through more than 100 branches in India.

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The main sponsors of Axis Mutual Fund are Axis Bank and Schroder Investment Management (Singapore) Limited (SIMSL). Axis Bank is India’s third-largest private sector bank. Its clientele includes retail investors, large and mid corporates, agriculture and retail firms, and MSME. The bank has over 2,400 domestic branches and 12,922 ATMs across India. It also has seven (7) international offices in Hong Kong, Dubai, Singapore, Colombo, Abu Dhabi, and Shanghai. View More

Axis Bank has a balance sheet of INR .3,83,245 crores and a 5-year CAGR of 21% in Total Assets. Schroder Investment Management (Singapore) Limited (SIMSL) holds a 25% stake in Axis AMC through its subsidiary Schroder Singapore Holdings Private Limited (SSHPL). Schroders has a history of more than 200 years in asset management, managing investments worth £418.2 billion.

Axis Mutual Fund is headed by Mr Chandresh Kumar Nigam, Managing Director and Chief Executive Officer, and Mr Gopal Menon, Chief Operating Officer and Chief Financial Officer. Besides mutual funds, Axis AMC also offers Portfolio Management Services, Alternate Investment Funds, and Real Estate Funds. Axis AMC’s grew from INR 48,144.48 lakhs in FY20 to INR 65,528.82 lakhs in FY21. Its Profit After Tax (PAT) increased from INR 11,683.48 lakhs in FY20 to INR 24,372.47 lakhs in FY21. And its total comprehensive income grew from INR 11,603.95 lakhs in FY20 to INR 24,479.31 lakhs in FY21.

In the financial year 2021, Axis MF launched three new funds in the global sphere – Axis Global Equity Alpha Fund of Fund, Axis Greater China Equity Fund of Fund, and Axis Special Situations Fund. It also launched two new schemes in the ETF segment – Axis Technology ETF and Axis Banking ETF. Of the 54 schemes offered by Axis Mutual Fund, 16 are equity schemes, 17 are debt schemes, 6 are hybrid schemes, 7 are ETFs. The fund house also offers four investment packs, five solution-oriented schemes, and three international funds.

Axis Mutual Fund Key Information

  • Founded on
  • 4th September 2009
  • Name of the Mutual Fund
  • Axis Mutual Fund
  • Managing Director & Chief Executive Officer
  • Mr Chandresh Kumar Nigam
  • Chief Operating Offier / Chief Finance Officer
  • Mr Gopal Menon
  • Auditor
  • M/s S R Batliboi & Co. (Mutual Fund) and M/s Haribhakti & Co. (AMC)
  • Custodian
  • Deutsche Bank A.G. 222, Kodak House, Dr D.N. Road, Fort, Mumbai – 400 001.
  • Registrars
  • KFin Technologies Private Limited, Selenium Building, Tower-B, Plot No 31 & 32 Financial District, Nanakramguda, Serilingampally, Hyderabad, Rangareddi, Telangana, India – 500 032
  • Address
  • Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai 400025

Axis Mutual Fund Managers

Jinesh Gopani - Asset Under Management - Head of Equities, Axis Asset Management Ltd

With 20 years of work experience in fund management and content listing, Mr Jinesh Gopani is a prime part of Axis Mutual Fund. His current designation is Head of Equities, Axis Asset Management Ltd. He heads US$ 18 billion equity AUM (Asset Under Management) at Axis AMC. The AUM size of Axis Mutual Fund has increased at a CAGR (Compounded Annual Growth Rate) of 35% in the last three (3) years and 45% since its inception in 2009. His educational qualifications include a Master of Business Administration (MBA), MMS (Finance and Financial Management Services), and B.Com (Finance) from the University of Mumbai.

Mr Gopani joined Axis AMC in September 2009 as a Senior Fund Manager. He was promoted to his current role in September 2016. Before joining Axis AMC, he worked with Birla Sunlife as a Portfolio Manager and Voyager India Capital as Senior Research Analyst.

Under Mr Jinesh Gopani’s stewardship, Axis AMC has earned the coveted title of the No. 1 AMC in India. Incidentally, it was the 41st AMC in 2009. Mr Gopani manages fourteen (14) Axis Mutual Fund schemes, including Axis Long Term Equity Fund, Axis Focused 25 Fund, Axis Nifty Midcap 50 Index Fund, Axis NIFTY IT ETF, Axis Retirement Savings Fund, etc.

Ashish Naik - Funds and Content Listing - Fund Manager

With 14 years of work experience, Mr Ashish Naik handles Funds and Content Listing at Axis Mutual Fund. His current designation is Fund Manager of Equity, Axis Asset Management Ltd. He joined Axis AMC in August 2009 as AVP – Research Analyst and was promoted to Assistant Fund Manager in 2016 and Fund Manager in June 2018. Before joining Axis AMC, Mr Naik worked with Goldman Sachs as Sell-side Equity Research Analyst and Hexaware Technologies as Software Engineer.

Mr Ashish Naik’s educational qualifications include PGDBM (Finance and Marketing) from XLRI Jamshedpur, Financial Risk Management (FRM) from Global Association of Risk Professionals (GARP), and BE (Computer Engineering) from the University of Mumbai. Mr Nail also has a certificate in Chartered Financial Analyst (CFA Institute). His areas of interest include valuation, financial modelling, equity research, financial analysis, corporate finance, etc.

Mr Ashish Naik currently manages eleven (11) schemes at Axis Mutual Fund, including Axis Triple Advantage Fund, Axis Arbitrage Fund, Axis Special Situations Fund, Axis Quant Fund,  Axis NIFTY 100 Index Fund, etc.

Shreyash Devalkar - Funds and Content Listing - Senior Fund Manager

With 18 years of work experience, Mr Shreyas Devalkar handles Funds and Content Listing at Axis Mutual Fund. His current designation is Senior Fund Manager of Equity, Axis Asset Management Ltd. He joined Axis AMC in November 2016. Before joining Axis AMC, he worked with BNP Paribas Asset Management (India) Pvt. Ltd. as Fund Manager – Equity, IDFC AMC as VP Research – Equity Analyst, IDFC Securities as VP Research – Equity Analyst, and JP Morgan as Credit Analyst.

Mr Shreyas Devalkar’s educational qualifications include MBA (Management) from Jamnalal Bajaj Institute of Management Studies, Bachelor in Chemical Engineering from University Department of Chemical Technology, Mumbai, and HSC from D G Ruparel College. His areas of interest include equity research, financial modelling, portfolio management, etc.

Mr Shreyas Devalkar manages four (4) schemes at Axis Mutual Fund, including Axis Bluechip Fund and Axis Flexi Cap Fund.

Anupam Tiwari - Funds and Content Listing - Fund Manager

With 14 years of work experience, Mr Anupam Tiwari handles Funds and Content Listing at Axis Mutual Fund. His current designation is Fund Manager of Equity, Axis Asset Management Ltd. He joined Axis AMC in October 2016. Before joining Axis AMC, he worked with Principal PNB Mutual Fund and Reliance Life Insurance Company Limited as Equity Fund Manager and Reliance Capital Asset Management Company Limited as Senior Equity Analyst. Mr Tiwari is a Chartered Accountant (Financial Management, Accounting, Auditing, Taxation) from The Institute of Chartered Accountants of India. His areas of expertise include equities, portfolio management, valuation, etc.

Mr Anupam Tiwari manages four (4) schemes at Axis Mutual Fund, including Axis Small Cap Fund and Axis Equity Saver Fund.

How to Invest in Axis Mutual Fund?

Axis Mutual Fund is one of the largest mutual fund houses in India. It manages more than 1.28 crore active investor accounts and an average AUM of more than INR 2,59,818 crore. Axis Mutual Fund has branches in more than one hundred (100) cities. The fund house offers fifty-eight (58) mutual fund schemes, excluding Fund of Funds. View More

You can invest in Axis Mutual Fund schemes easily by following the steps mentioned below:

  • Visit 5paisa’s official website
  • Click on ‘Open Demat Account’ by entering your mobile number, email address, PAN, and Aadhar, and take a selfie before signing the E Sign form. Hit ‘Submit.’
  • After submitting your details, you will receive the account information in your registered email address.
  • Visit 5paisa’s official website again and click on ‘Login.’
  • After logging in, look for ‘Axis Mutual Fund’ and select the scheme you want to invest in. You may check the fund returns and minimum investment amount on the platform to make an informed decision.
  • Select ‘One-Time’ or ‘Start SIP.’ ‘One-Time’ investment refers to lump sum investment. Lump sum investment generally refers to any investment above INR 5,000. SIP refers to Systematic Investment Plan. SIP generally starts from INR 500 every month.
  • Enter the investment details. After investing, you can check the investment status in the order book.

It is wise to know that Axis Mutual Fund usually credits the units within three (3) business days from the investment date. So, you cannot redeem or switch any units before 3 days.

Besides opening an account with 5paisa through the website, you can also download the 5paisa app on your Android, Windows Phone, or iPhone and create an all-in-one account to invest in Axis Mutual Fund schemes.

Top 10 Axis Mutual Fund to Invest

  • Fund Name
  • Min SIP Investment Amt
  • AUM (Cr.)
  • 3Y Return

AXIS Small Cap Fund – Direct Growth is an Small Cap scheme that was launched on 29-11-13 and is currently under the management of our experienced fund manager Anupam Tiwari. With an impressive AUM of ₹15,025 Crores, this scheme's latest NAV is ₹83.73 as of 18-08-23.

AXIS Small Cap Fund – Direct Growth scheme has delivered a return performance of 20.1% in the last 1 year, 35.2% in the last 3 years, and an 24.4% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Small Cap funds.

  • Min SIP Investment Amt
  • ₹100
  • AUM (Cr.)
  • ₹15,025
  • 3Y Return
  • 20.1%

AXIS Flexi Cap Fund – Direct Growth is an Flexi Cap scheme that was launched on 20-11-17 and is currently under the management of our experienced fund manager Shreyash Devalkar. With an impressive AUM of ₹11,330 Crores, this scheme's latest NAV is ₹20.43 as of 18-08-23.

AXIS Flexi Cap Fund – Direct Growth scheme has delivered a return performance of 3.6% in the last 1 year, 16.7% in the last 3 years, and an 13.2% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Flexi Cap funds.

  • Min SIP Investment Amt
  • ₹100
  • AUM (Cr.)
  • ₹11,330
  • 3Y Return
  • 3.6%

AXIS Midcap Fund – Direct Growth is an Mid Cap scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Shreyash Devalkar. With an impressive AUM of ₹22,177 Crores, this scheme's latest NAV is ₹86.29 as of 18-08-23.

AXIS Midcap Fund – Direct Growth scheme has delivered a return performance of 10.3% in the last 1 year, 24.1% in the last 3 years, and an 18.9% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Mid Cap funds.

  • Min SIP Investment Amt
  • ₹100
  • AUM (Cr.)
  • ₹22,177
  • 3Y Return
  • 10.3%

AXIS Short Term Fund – Direct Growth is an Short Duration scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Devang Shah. With an impressive AUM of ₹7,489 Crores, this scheme's latest NAV is ₹28.8202 as of 18-08-23.

AXIS Short Term Fund – Direct Growth scheme has delivered a return performance of 6.7% in the last 1 year, 5.4% in the last 3 years, and an 8.2% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Short Duration funds.

  • Min SIP Investment Amt
  • ₹5,000
  • AUM (Cr.)
  • ₹7,489
  • 3Y Return
  • 6.7%

AXIS Dynamic Bond Fund – Direct Growth is an Dynamic Bond scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager R Sivakumar. With an impressive AUM of ₹1,837 Crores, this scheme's latest NAV is ₹27.8307 as of 18-08-23.

AXIS Dynamic Bond Fund – Direct Growth scheme has delivered a return performance of 6.7% in the last 1 year, 4.8% in the last 3 years, and an 8.5% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Dynamic Bond funds.

  • Min SIP Investment Amt
  • ₹5,000
  • AUM (Cr.)
  • ₹1,837
  • 3Y Return
  • 6.7%

AXIS Gold Fund – Direct Growth is an FoFs Domestic scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Aditya Pagaria. With an impressive AUM of ₹328 Crores, this scheme's latest NAV is ₹19.1319 as of 18-08-23.

AXIS Gold Fund – Direct Growth scheme has delivered a return performance of 12.5% in the last 1 year, 2.3% in the last 3 years, and an 5% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in FoFs Domestic funds.

  • Min SIP Investment Amt
  • ₹100
  • AUM (Cr.)
  • ₹328
  • 3Y Return
  • 12.5%

AXIS Children’s Gift Fund – Lock in – Dir Growth is an Childrens scheme that was launched on 08-12-15 and is currently under the management of our experienced fund manager Ashish Naik. With an impressive AUM of ₹758 Crores, this scheme's latest NAV is ₹22.6814 as of 18-08-23.

AXIS Children’s Gift Fund – Lock in – Dir Growth scheme has delivered a return performance of 2.9% in the last 1 year, 14.4% in the last 3 years, and an 11.2% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Childrens funds.

  • Min SIP Investment Amt
  • ₹5,000
  • AUM (Cr.)
  • ₹758
  • 3Y Return
  • 2.9%

AXIS Multi Asset Allocation Fund – Direct Growth is an Multi Asset Allocation scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager R Sivakumar. With an impressive AUM of ₹1,432 Crores, this scheme's latest NAV is ₹34.7543 as of 18-08-23.

AXIS Multi Asset Allocation Fund – Direct Growth scheme has delivered a return performance of 2.5% in the last 1 year, 13.7% in the last 3 years, and an 9.9% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Multi Asset Allocation funds.

  • Min SIP Investment Amt
  • ₹100
  • AUM (Cr.)
  • ₹1,432
  • 3Y Return
  • 2.5%

AXIS Equity Hybrid Fund – Direct Growth is an Aggressive Hybrid scheme that was launched on 09-08-18 and is currently under the management of our experienced fund manager Ashish Naik. With an impressive AUM of ₹1,740 Crores, this scheme's latest NAV is ₹16.97 as of 18-08-23.

AXIS Equity Hybrid Fund – Direct Growth scheme has delivered a return performance of 3.3% in the last 1 year, 14.6% in the last 3 years, and an 11.1% since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Aggressive Hybrid funds.

  • Min SIP Investment Amt
  • ₹500
  • AUM (Cr.)
  • ₹1,740
  • 3Y Return
  • 3.3%

AXIS Gold Fund – Direct Growth is an FoFs Domestic scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Aditya Pagaria. With an impressive AUM of ₹328 Crores, this scheme's latest NAV is ₹19.1319 as of 18-08-23.

AXIS Gold Fund – Direct Growth scheme has delivered a return performance of 12.5% in the last 1 year, 2.3% in the last 3 years, and an 5% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in FoFs Domestic funds.

  • Min SIP Investment Amt
  • ₹100
  • AUM (Cr.)
  • ₹328
  • 3Y Return
  • 12.5%

Closed NFO

Frequently Asked Questions

How can I start Axis Mutual Fund SIP online?

You can invest in Axis Mutual Fund schemes conveniently by setting up an all-in-one 5paisa account. All you need to do is upload your PAN, Aadhar, a selfie photograph, and the E sign form to create an account and invest in high-performance Axis Mutual Fund schemes.  

How can I redeem Axis Mutual Fund units?

You can redeem your investment in Axis Mutual Fund schemes by visiting the 5paisa platform. After logging in with the details you entered during the account creation, you need to find the scheme you wish to redeem. After selecting the scheme, the platform will ask you to enter the number of units. You may redeem full units or a part of it. 

Which mutual fund is best in Axis?

Axis offers 58 mutual fund schemes across categories like equity, debt, hybrid, index, gold, and international funds. Some of its top schemes are Axis Small Cap Fund, Axis Mid Cap Fund, Axis Dynamic Bond Fund, Axis Gold Fund, Axis Flexi Cap Fund, Axis Equity Hybrid Fund, Axis Gold ETF, etc. 

How can I calculate Axis Mutual Fund SIP?

You can calculate the Axis Mutual Fund SIP by entering the investment amount, SIP tenure, SIP instalments already paid, and the approximate interest rate in a SIP calculator. Click on this link to open the 5paisa SIP calculator.

Which Axis SIP is best for 5 years?

Axis Mutual Fund offers 58 schemes for long and short-term investments. You can visit 5paisa to scan the list of top Axis MF schemes, check the returns, and invest. If you do not mind taking risks, invest in equity. If you want to keep your capital relatively safe, invest in debt or hybrid. 

Why should I invest in Axis Mutual Fund?

Axis Mutual Fund is one of the most reliable mutual fund houses in India. It manages more than 1.28 crore active investor accounts and an average AUM of more than INR 2,59,818 crore. Hence, it is wise to invest in Axis Mutual Fund schemes. 

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