Fund Name
|
Ratings
|
Risk
|
1Y Returns
|
AUM
|
|
---|---|---|---|---|---|
Axis Small Cap Fund |
4 |
Very High |
25% |
₹1,00,900 cr. |
Invest |
Axis Overnight Fund |
5 |
Low |
35% |
₹1,00,100 cr. |
Invest |
Axis Liquid Fund |
5 |
Low |
45% |
₹1,00,350 cr. |
Invest |
Axis Strategic Bond |
5 |
Medium |
55% |
₹1,01,250 cr. |
Invest |
Axis Corporate Debt |
4.5 |
Medium |
65% |
₹1,10,120 cr. |
Invest |
Axis Short Term |
4.5 |
Medium |
75% |
₹1,30,800 cr. |
Invest |
Axis Money Market |
4.5 |
Low |
57% |
₹1,20,800 cr. |
Invest |
Axis Treasury Advantage |
4 |
Low |
76% |
₹1,00,400 cr. |
Invest |
Axis Gilt Fund |
3.5 |
Medium |
77% |
₹1,10,800 cr. |
Invest |
Axis Arbitrage Reg |
3.5 |
Low |
77% |
₹1,10,800 cr. |
Invest |
About Axis Mutual Fund
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. It has 4,759 domestic branches and 10,161 ATMs across India as on 30th June 2022.
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.
Axis Mutual Fund has 31 investment teams operating across 19 nations in Europe, the Middle East, America, and Asia. As of 31st May 2022, Axis MF has over 1.28 crore active investor accounts and is present in over 100 cities. The product portfolio of Axis Asset Management Company Ltd. has over 53 schemes.
As of the same date, Axis Mutual Fund offers 68 mutual fund schemes, of which 22 are equity-related, 27 are debt, 6 are hybrid, and 13 are other schemes. As of July 2022, Axis Bluechip Fund, Axis Liquid fund, and Axis Long Term Equity Fund are the three largest Axis Mutual Fund schemes.
Axis Mutual Funds Key Information
The following are some of the key information regarding the Kotak 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 Chandresh Kumar Nigam |
Chief Investment Officer | Mr Jinesh Gopani (Equity) and Mr R. Sivakumar (Fixed Income) |
Compliance Officer | Mr Darshan Kapadia |
Axis Mutual Fund Managers
JG
Jinesh Gopani
Jinesh Gopani has an experience of over 20 years in the capital markets. He joined Axis Mutual Fund in 2009 as an Equity Fund Manager and became the Head of Equity in 2016. Jinesh manages the flagship Axis Long Term Equity Fund, amongst others.
Prior to Axis AMC, Jinesh was associated with Birla Sunlife AMC as Portfolio Manager and with Voyager India Capital as a Senior Research Analyst. Jinesh has a Master’s degree in Finance from the University of Mumbai. He has been actively managing money since 2007.
VJ
Vinayak Jayanath
SD
Shreyash Devalkar
How to invest in Axis Mutual Fund?
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:
- Search for the fund you want to invest in or take cues from funds listed by Angel One across categories.
- Analyse the fund’s past performance, tax incidence, and the sectors and companies in which it invests in. You can also calculate the potential returns using the calculator.
- Evaluate the fund’s level of risk and weigh it against your risk tolerance.
- Check the fund’s ratings given by reputed rating agencies. Generally, the ratings range from 1 to 5.
- Consider the fund’s expense ratio to get an idea about the cost of investing in it.
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.
- Decide whether your want to invest in a lump sum or via monthly SIP
- Next, enter the amount you want to invest and choose how you want to make the payment. UPI is the preferred mode. Alternatively, you can choose net banking
- After placing the order, in case of the SIP route of investment, you can create a mandate to make hassle-free future instalments.
Top 5 Axis Mutual Funds to invest in
When it comes to evaluating the best Axis Mutual Funds, you can consider returns and risks as the primary metrics. However, there are other factors, such as AUM, volatility, and tracking error, that give you deeper insights into a fund’s performance. So be sure to consider these as well.
Name of the Fund | Sub category | AUM (Rs. in crore) | Minimum investment (Rs.) | CAGR 3Y (%) | CAGR 5Y (%) |
Axis Small Cap Fund | Small Cap Fund | 11390.24 | 500 | 24.01 | 18.34 |
Axis Midcap Fund | Mid Cap Fund | 19741.37 | 500 | 17.27 | 14.92 |
Axis Gold Fund | FoFs - Gold | 290.7 | 5000 | 12.90 | 13.4 |
Axis Flexi Cap Fund | Large Cap Fund | 33049.77 | 500 | 15.92 | 12.13 |
Disclaimer: The above-mentioned top funds are for informational purposes only and are not recommendations. The funds are based on 5-yr CAGR dated 20th March 2023, which is subject to change frequently. Check out real-time data in the Mutual Funds section on Angel One.
Axis Small Cap Fund
This fund tracks the benchmark Nifty Smallcap 250 - TRI. It has ~83.77% holdings in equity. Its 1-yr return is 3.71% and its expense ratio is 0.51%.
Axis Midcap Fund
This fund tracks the benchmark S&P BSE 150 MidCap - TRI. ~86.80% of its holdings are in equity. Its 1-yr return is 1.99% and its expense ratio is 0.53%.
Axis Gold Fund
The benchmark of the Axis Gold Fund is Gold-India. 98.18% of its holdings are in mutual funds. Its 1-yr return is 13.04% and its expense ratio is 0.17%.
Axis Flexi Cap Fund
This fund tracks the benchmark NIFTY 500 - TRI. ~85.83% of its holdings are in equity. Its 1-yr return is -8.17% and its expense ratio is 0.70%.
Axis Bluechip Fund
The benchmark of Axis Growth Opp Fund is S&P BSE 100 - TRI. ~86.42% of its holdings are in equity. Its 1-yr return is -6.21% and its expense ratio is 0.63%.
FAQs

Axis Mutual Fund is one of the top 10 AMCs in India, making it a big player in the market. Its funds have given significant returns to its investors. To be specific, Axis Small Cap Fund has garnered as high as 18.34% CAGR in 5 years. But returns should not be the only factor to consider when choosing a fund to invest in. Evaluating it based on other factors such as risk, volatility, fund manager’s experience, and your own return expectations and risk tolerance can help you choose the best fund suited for your terms.

You can start investing in Axis SIP online in several ways. One of them is through AMC’s official website. But for a seamless experience, you can do it via Angel One.

For online investments, you can redeem your units in three ways. First, via Angel One App under the Mutual Funds section. Second, by visiting https://www.angelone.in/mutual-funds. Finally, you can also redeem your Axis Mutual Fund units by visiting the AMC's website.







- Type of the fund - debt fund or equity fund
- Holding period - short term or long term. Note that the definition of short- and long-term depends on the type of fund
- Total capital gains on selling the fund
- Dividends received
Fund Category
Large Cap
Mid Cap
Small Cap
Tax Saver
Multi Cap