Fund Name | NAV | Expenses Ratio | 1y Return | 3Y Returns | Risk | Fund Size (in 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 |
Shreyash Devalkar
Fund Manager since Aug 2023 (3 years)
Karthik Kumar
Fund Manager since Mar 2024 (2 years)
Hardik Shah
Fund Manager since Jul 2024 (2 years)
Hitesh Das
Fund Manager since Aug 2023 (3 years)
Ashish Naik
Fund Manager since Aug 2023 (3 years)
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.
| Fund Name | AUM (₹ in crore) | 3Y CAGR (%) | Absolute Returns 1Y (%) | Expense Ratio (%) |
| Axis Silver FoF | 1,441.87 | 54.58 | 166.64 | 0.14 |
| Axis Gold Fund | 2,834.85 | 38.02 | 77.95 | 0.17 |
| Axis NASDAQ 100 US Specific Equity Passive FOF | 195.70 | 30.37 | 19.56 | 0.29 |
| Axis Nifty Midcap 50 Index Fund | 586.00 | 25.59 | 21.99 | 0.25 |
| Axis Nifty Smallcap 50 Index Fund | 522.59 | 25.20 | 9.80 | 0.27 |
| Axis Value Fund | 1,374.94 | 24.88 | 16.89 | 0.73 |
| Axis Multicap Fund | 9,091.56 | 23.85 | 13.80 | 0.72 |
| Axis Nifty Next 50 Index Fund | 415.85 | 22.30 | 16.13 | 0.15 |
| Axis Global Equity Alpha FoF | 1,762.15 | 21.96 | 20.49 | 0.83 |
| Axis Large & Mid Cap Fund | 15,286.98 | 21.29 | 11.69 | 0.59 |
Note: The data above is as of Feb 12, 2026, and is sorted and ranked as per the 3yr CAGR.
Axis Silver FoF aims to generate returns that closely track the performance of silver by investing primarily in units of a silver Exchange Traded Fund, allowing investors to gain exposure to silver without holding the physical commodity. The scheme falls under the Fund of Funds (Domestic) – Silver category. The fund is managed by Aditya Pagaria and Pratik Tibrewal.
Axis Gold Fund seeks to provide returns that correspond to movements in gold prices by investing mainly in gold ETFs, offering investors a convenient way to participate in gold price trends. It is categorised as a Fund of Funds – Gold scheme. The fund is managed by Aditya Pagaria and Pratik Tibrewal.
Axis NASDAQ 100 US Specific Equity Passive FOF aims to replicate the performance of the NASDAQ-100 Index by investing in overseas ETFs or index funds that track the index, thereby giving investors exposure to leading U.S. technology and growth companies. The scheme is classified under Overseas Fund of Funds. Krishnaa N serves as the fund manager.
Axis Nifty Midcap 50 Index Fund seeks to mirror the performance of the Nifty Midcap 50 Index by investing in its constituent stocks in the same proportion, providing cost-efficient exposure to mid-cap companies. The fund belongs to the Index Fund – Midcap category and is managed by Karthik Kumar.
Axis Nifty Smallcap 50 Index Fund aims to track the Nifty Smallcap 50 Index by investing in stocks that form part of the index, enabling investors to access emerging small-cap opportunities through a passive strategy. It is categorised as an Index Fund – Smallcap scheme and is managed by Karthik Kumar.
Axis Value Fund focuses on investing in fundamentally strong yet undervalued companies to achieve long-term capital appreciation using a value investing approach. The scheme is classified as a Value Fund and is managed by Nitin Arora and Krishnaa N.
Axis Multicap Fund aims to create long-term wealth by investing across large-cap, mid-cap, and small-cap stocks, thereby offering diversification across market segments. The scheme falls under the Multicap Fund category and is managed by Shreyash Devalkar, Nitin Arora and Hitesh Das.
Axis Nifty Next 50 Index Fund seeks to replicate the performance of the Nifty Next 50 Index by investing in its constituent companies, offering exposure to large companies that may potentially enter the Nifty 50 in the future. The scheme belongs to the Index Fund category and is managed by Karthik Kumar.
Axis Global Equity Alpha FoF aims to achieve long-term capital growth by investing in overseas funds that focus on global equity opportunities, providing geographical diversification to investors. The scheme is categorised as an Overseas Fund of Funds and is managed by Krishnaa N.
Axis Large & Mid Cap Fund seeks to generate long-term capital appreciation by investing in a balanced mix of large-cap and mid-cap companies, combining stability with growth potential. The fund falls under the Large & Mid Cap Fund category and is managed by Shreyash Devalkar, Hitesh Das and Krishnaa N.
