Axis Mutual Fund Revises Minimum Investment Requirements Across Certain Schemes

Axis Mutual Fund has updated the minimum investment requirements for a set of debt schemes. The changes will be applied from 14 November 2025.  

The update mainly reduces the minimum amounts needed to start or continue investments, bringing all thresholds to a uniform level. 

New minimum application amounts 

The minimum application amount for these schemes is now ₹100 per application. Earlier, investors were required to put in at least ₹5,000 for the first investment. This new limit applies to anyone making a fresh purchase once the revision takes effect. 

Changes to additional purchases and switch-ins 

For additional purchases, the minimum amount has also been brought down to ₹100. The same applies to switch-ins, which were previously set at a minimum of ₹1,000. This means any top-up or switch transaction can now be made with a smaller amount, and the structure is consistent across the selected schemes. 

Updated SIP structure 

Axis Mutual Fund has also revised the Systematic Investment Plan (SIP) minimum. SIP instalments, which earlier required at least ₹1,000, can now start from ₹100 per instalment. This applies to both new and existing SIP setups from the effective date. 

Schemes included in the update 

The revised minimum amounts apply to four Axis debt schemes: 

• Axis Ultra Short Duration Fund
• Axis Treasury Advantage Fund
• Axis Money Market Fund
• Axis Short Duration Fund 

No other Axis schemes are part of this update, and there are no changes to features such as investment objectives, risk levels, or load structures. 

Effective date and operational notes 

The revised investment thresholds will be effective from 14 November 2025. All purchases, additional investments, SIP instalments, and switch-ins made on or after this date will follow the new requirements. Transactions processed before the date will continue with the existing limits. 

Read More: Edelweiss Mutual Fund Files Draft for Gold and Silver ETF FOF! 

Conclusion 

The fund house has reset the minimum investment, additional purchase, switch-in, and SIP amounts for four debt schemes to ₹100. These changes come into effect on 14 November 2025, with no alterations to any other scheme features. 

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.  

Investments in the securities market are subject to market risks, read all the related documents carefully before investing.