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 Nifty Midcap 50 Index Fund Other Index Fund |
Very High |
23.29% |
₹396.04 cr. |
||
|
Axis Nifty Midcap 50 Index Fund Direct Plan IDCW Payout Other Index Fund |
Very High |
23.29% |
₹396.04 cr. |
||
|
Axis Nifty Midcap 50 Index Fund Direct Plan IDCW Reinvestment Other Index Fund |
Very High |
23.29% |
₹396.04 cr. |
||
|
Axis Value Fund Equity Value Fund |
Very High |
22.67% |
₹815.71 cr. |
||
|
Axis Value Fund Direct Plan IDCW Payout Equity Value Fund |
Very High |
22.65% |
₹815.71 cr. |
||
|
Axis Value Fund Direct Plan IDCW Reinvestment Equity Value Fund |
Very High |
22.65% |
₹815.71 cr. |
||
|
Axis Multicap Fund Equity Multi Cap Fund |
Very High |
22.02% |
₹6,979.46 cr. |
||
|
Axis Multicap Fund Direct Plan IDCW Payout Equity Multi Cap Fund |
Very High |
22.02% |
₹6,979.46 cr. |
||
|
Axis Multicap Fund Direct Plan IDCW Reinvestment Equity Multi Cap Fund |
Very High |
22.02% |
₹6,979.46 cr. |
||
|
Axis Gold Fund Direct Plan IDCW Payout Other FoFs Domestic |
High |
21.24% |
₹944.45 cr. |
||
|
Axis Gold Fund Direct Plan IDCW Reinvestment Other FoFs Domestic |
High |
21.24% |
₹944.45 cr. |
||
|
Axis Gold Fund Other FoFs Domestic |
High |
21.24% |
₹944.45 cr. |
||
|
Axis Nifty Smallcap 50 Index Fund Other Index Fund |
Very High |
18.81% |
₹430.80 cr. |
||
|
Axis Nifty Smallcap 50 Index Fund Direct Plan IDCW Payout Other Index Fund |
Very High |
18.81% |
₹430.80 cr. |
||
|
Axis Nifty Smallcap 50 Index Fund Direct Plan IDCW Reinvestment Other Index Fund |
Very High |
18.81% |
₹430.80 cr. |
||
|
Axis Small Cap Fund Equity Small Cap Fund |
Very High |
18.29% |
₹22,735.71 cr. |
||
|
Axis Small Cap Fund Direct Plan IDCW Payout Equity Small Cap Fund |
Very High |
18.29% |
₹22,735.71 cr. |
||
|
Axis Small Cap Fund Direct Plan IDCW Reinvestment Equity Small Cap Fund |
Very High |
18.29% |
₹22,735.71 cr. |
||
|
Axis Midcap Fund Equity Mid Cap Fund |
Very High |
17.4% |
₹28,063.01 cr. |
||
|
Axis Midcap Fund Direct Plan IDCW Payout Equity Mid Cap Fund |
Very High |
17.4% |
₹28,063.01 cr. |
||
|
Axis Midcap Fund Direct Plan IDCW Reinvestment Equity Mid Cap Fund |
Very High |
17.4% |
₹28,063.01 cr. |
||
|
Axis Growth Opportunities Fund Direct Plan IDCW Payout Equity Large & Mid Cap Fund |
Very High |
16.18% |
₹13,321.48 cr. |
||
|
Axis Growth Opportunities Fund Direct Plan IDCW Reinvestment Equity Large & Mid Cap Fund |
Very High |
16.18% |
₹13,321.48 cr. |
||
|
Axis Growth Opportunities Fund Equity Large & Mid Cap Fund |
Very High |
16.18% |
₹13,321.48 cr. |
||
|
Axis Balanced Advantage Fund Hybrid Dynamic Asset Allocation or Balanced Advantage |
Very High |
15.49% |
₹2,807.81 cr. |
||
|
Axis Balanced Advantage Fund Direct Plan IDCW Payout Hybrid Dynamic Asset Allocation or Balanced Advantage |
Very High |
15.46% |
₹2,807.81 cr. |
||
|
Axis Balanced Advantage Fund Direct Plan IDCW Reinvestment Hybrid Dynamic Asset Allocation or Balanced Advantage |
Very High |
15.46% |
₹2,807.81 cr. |
||
|
Axis Nifty Next 50 Index Fund Other Index Fund |
Very High |
15.21% |
₹306.38 cr. |
||
|
Axis Nifty Next 50 Index Fund Direct Plan IDCW Payout Other Index Fund |
Very High |
15.21% |
₹306.38 cr. |
||
|
Axis Nifty Next 50 Index Fund Direct Plan IDCW Reinvestment Other Index Fund |
Very High |
15.21% |
₹306.38 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 Axis 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. Gop Kumar Bhaskaran |
| Chief Investment Officer | Mr. Ashish Gupta |
| Compliance Officer | Mr Darshan Kapadia |
AP
Aditya Pagaria
Fund Manager since Mar 2019 (6 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
SD
Shreyash Devalkar
Fund Manager since Aug 2024 (8 months)
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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.
KK
Karthik Kumar
Fund Manager since Jun 2024 (10 months)
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.
| Schemes | Category | AUM (in ₹ Cr) | 3-Yr Returns (%) | 1-Yr Return (%) |
| Axis Value Fund | Equity | 784.67 | 21.38 | 18.54 |
| Axis Multicap Fund | Equity | 6,748.6 | 20.86 | 21.15 |
| Axis Small Cap Fund | Equity | 23,139.08 | 18.29 | 12.26 |
| Axis Mid Cap Fund | Equity | 28,380.17 | 16.17 | 20.20 |
| Axis NIFTY Next 50 Index Fund | Equity | 290.46 | 15.71 | 14.40 |
| Axis Growth Opportunities Fund | Equity | 13,522.21 | 15.31 | 19.60 |
| Axis Balanced Advantage Fund | Hybrid | 2,652.06 | 13.54 | 16.32 |
| Axis Quant fund | Equity | 974.54 | 13.05 | 3.91 |
| Axis Innovation Fund | Equity | 1,157.43 | 12.67 | 21.89 |
| Axis NIFTY 100 Index Fund | Equity | 1,680.51 | 12.08 | 9.94 |
Note: All data is as of February 18, 2025. The funds selected have demonstrated the highest Compound Annual Growth Rate (CAGR) among Axis Mutual Funds over the past 3 years.
Axis Value Fund is an equity mutual fund following a value investing strategy by identifying undervalued stocks with strong growth potential. Managed by Nitin Arora and team, it has delivered an 18.54% return over the past year. With an AUM of ₹784.67 crore, the fund carries a very high-risk rating. Exit charges apply if redeemed within 12 months.
Axis Multicap Fund is an equity mutual fund investing across large, mid, and small-cap stocks to maximise long-term capital appreciation. Managed by Nitin Arora and team, it has delivered a 21.15% return over the past year. With an AUM of ₹6,748.60 crore, the fund carries a very high-risk rating. Exit charges apply if redeemed within 12 months.
Axis Small Cap Fund is an equity mutual fund focused on high-growth potential small-cap stocks. Managed by Krishnaa N and team, it has delivered a 12.26% return over the past year. With an AUM of ₹23,139.08 crore, the fund carries a very high-risk rating. Exit charges apply if redeemed within 12 months.
Axis Mid Cap Fund is an equity mutual fund investing in mid-cap stocks with strong growth potential. Managed by Shreyash Devalkar and team, it has delivered a 20.20% return over the past year. With an AUM of ₹28,380.17 crore, the fund carries a very high-risk rating. Exit charges apply if redeemed within 12 months.
Axis NIFTY Next 50 Index Fund is an open-ended index fund tracking the NIFTY NEXT 50 Index. Managed by Karthik Kumar, it has delivered a 14.40% return over the past year. With an AUM of ₹290.46 crore, the fund carries a very high-risk rating. Exit charges apply if redeemed within 12 months.
Axis Growth Opportunities Fund is an equity mutual fund investing in a diversified portfolio of Indian and overseas equities for long-term capital appreciation. Managed by Shreyash Devalkar and team, it has delivered a 19.60% return over the past year. With an AUM of ₹13,522.21 crore, the fund carries a very high-risk rating. Exit charges apply if redeemed within 12 months.
Axis Balanced Advantage Fund is a hybrid mutual fund that dynamically allocates investments between equity and debt based on market conditions. Managed by Jayesh Sundar and team, it has delivered a 16.32% return over the past year. With an AUM of ₹2,652.06 crore, the fund carries a very high-risk rating. Exit charges apply if redeemed within 12 months.
Axis Quant Fund is an equity mutual fund following a quantitative investment strategy to identify high-potential stocks. Managed by Karthik Kumar and team, it has delivered a 13.05% CAGR over the past 3 years. With an AUM of ₹974.54 crore, the fund carries a very high-risk rating. Exit charges apply if redeemed within 12 months.
Axis Innovation Fund is an equity mutual fund investing in companies driving or benefiting from innovation. Managed by Ashish Naik and team, it has delivered a 21.89% return over the past year. With an AUM of ₹1,157.43 crore, the fund carries a very high-risk rating. Exit charges apply if redeemed within 12 months.
Axis NIFTY 100 Index Fund is a low-cost index fund providing exposure to the top 100 companies by free float market capitalisation. Managed by Karthik Kumar, it has delivered a 12.08% CAGR over the past 3 years. With an AUM of ₹1,680.51 crore, the fund carries a very high-risk rating. The fund carries no exit load .
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