Axis Mutual Funds
The mutual fund division of Axis Bank is Axis Asset Management Company Ltd. The bank owns 74.99% shares in the fund while Schroder Singapore Holdings controls the remaining shares. In October 2009, Axis Mutual Fund was established. As of January 2025, it has 75 schemes for various investors. It’s present in over 100 cities in India. It also has a presence in 19 countries.
67 funds
Axis Silver Fund of Funds
Commodity • Precious Metals • Direct Growth3Y CAGR
32.80%
Expense ratio
0.16%
Returns vs category
N/A
Risk vs category
N/A
Axis Gold Fund
Commodity • Precious Metals • Direct Growth3Y CAGR
29.94%
Expense ratio
0.17%
Returns vs category
Risk vs category
Axis Global Innovation Fund of Fund
Equity • Global • Direct Growth3Y CAGR
27.12%
Expense ratio
0.88%
Returns vs category
Risk vs category
Axis Global Equity Alpha Fund of Fund
Equity • Global • Direct Growth3Y CAGR
26.28%
Expense ratio
0.9%
Returns vs category
Risk vs category
Axis Nifty Smallcap 50 Index Fund
Equity • Index • Direct Growth3Y CAGR
25.35%
Expense ratio
0.27%
Tracking error
Fund size
Axis Value Fund
Equity • Value • Direct Growth3Y CAGR
24.83%
Expense ratio
0.82%
Returns vs category
Risk vs category
Axis Nifty Midcap 50 Index Fund
Equity • Index • Direct Growth3Y CAGR
24.59%
Expense ratio
0.25%
Tracking error
Fund size
Axis Multicap Fund
Equity • Multi Cap • Direct Growth3Y CAGR
24.23%
Expense ratio
0.56%
Returns vs category
Risk vs category
Axis Small Cap Fund
Equity • Small Cap • Direct Growth3Y CAGR
20.36%
Expense ratio
0.57%
Returns vs category
Risk vs category
Axis Midcap Fund
Equity • Mid Cap • Direct Growth3Y CAGR
19.68%
Expense ratio
0.74%
Returns vs category
Risk vs category
About
AMC Summary
Axis Mutual Funds had assets under management (AUM) of Rs 3.27 lakh crore as on December 31, 2024. The AMC offers 78 mutual fund schemes for various categories of investors.
About Axis Mutual Fund
Axis Mutual Fund operates as a joint venture between Axis Bank and Schroder Singapore Holdings Private Limited (SSHPL). Founded in 1804, SSHPL is a division of Schroders, which is an international asset management company based in London.
There were more than 1.26 crore active investor accounts with Axis Mutual Fund as of December 2024. The AMC operates internationally through 31 investment teams in 19 countries, including those in Europe, the Middle East, America and Asia. It’s present in more than 100 locations in India.
Axis Mutual Fund: Key Information
Here are some key informations on Axis Mutual Fund:
- Mutual fund name: Axis Mutual Fund
- Founding date: September 4, 2009
- Headquarters in: Mumbai
- Trustee organisation: Axis Mutual Fund Trustee Ltd.
- MD and CEO: Gop Kumar Bhaskaran
- Investors relations officer: C P Shivkumar Nair
How to invest in Axis Mutual Fund
You can invest in Axis Mutual Fund online as well as offline:
Offline process
Visit the nearest Axis Mutual Fund branch or an authorised distributor. Once there, you need to fill out the application form and submit it along with necessary documents.
Online process
- To register, go to the Axis Mutual Fund website or any platform run by an authorised partner.
- Check the various mutual fund schemes and choose one according to your financial objectives.
- Pick between a Systematic Investment Plan (SIP) or a one-time lump sum payment.
- Buy the required units by making payments through UPI, net banking, or any other available method.
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Frequently Asked Questions
How can I get the Axis Mutual Fund statement?
Your Axis Mutual Fund statement can be obtained using your registered email address or by going to the official website. You can also use your PAN and registered email address to request it through CAMS or KFintech.
How much time does it take to redeem Axis Mutual Fund?
Redeeming an Axis Mutual Fund typically takes T+1 to T+3 working days, depending on the type of fund.
How to increase the SIP amount in Axis Mutual Fund?
To increase your SIP amount, go to the Upstox app or the Axis Mutual Fund website. Then change the current SIP amount.
How to redeem Axis Mutual Funds online?
Sign in to your account on Axis Mutual Fund website or Upstox app. There, choose the scheme you want to redeem, and then start the redemption process.
How to start Axis Mutual Fund SIP online?
Visit the Axis Mutual Fund website or any approved platform. Choose the scheme of your choice and finish your KYC. Then decide the SIP amount and set up an automatic withdrawal from your bank account.
Should I invest in the Axis Mutual Fund scheme?
Axis Mutual Fund offers many schemes to suit investors with varying profiles. The investor's financial goals should be considered to choose a specific scheme.
What are the redemption charges of Axis Mutual Fund?
Redemption charges vary from scheme to scheme. The investor needs to read the scheme document carefully.
What determines the taxes on mutual fund returns?
If an investor makes gains from selling fund units within 12 months of purchase, it would come under short-term capital gains and will be taxed at 20%. Gains made from funds held more than a year are considered long-term capital gains. Tax-free gains up to Rs 1.25 lakh are allowed each fiscal year. Gains over this threshold are taxed at 12.5%.
What is the best Axis Mutual Fund?
There is no one best fund as such for investors. The best fund varies from investor to investor. It depends on the needs of the investor. Investors must consider time, risk taking ability and aim before making a decision.