Axis Mutual Fund

Axis Mutual Fund was established and launched its first scheme in October 2009. Since its inception, the asset management company has recorded strong growth supported by the 3 founding principles of Long Term Wealth Creation, Outside in View and Long Term Relationships.

With an emphasis on risk management and planning, Axis Mutual Fund provides quality financial and investment solutions that have been a driving force in helping fund houses in large numbers of investor folios.

Its smart products include a wide range of mutual fund schemes that include equity, debt and hybrid categories, as well as fund schemes and special status funds. Customer-centric service, a simplified digital investment process, and the best fund offerings have helped Axis Mutual Fund deepen its reach in the country.

Reason’s to choose Axis Mutual Funds

  • Axis Mutual Funds shows remarkable growth from starting.
  • Long Term Capital Appreciation, Customer view & long term relationship.
  • It provides both Financial Security & Confidence.
  • It promotes goal Oriented investing.
  • It is the 9th Biggest fund house in India.

SIP Calculator – Axis Mutual Fund

  • Step 1

    Go to the Axis Mutual Fund SIP calculator link

  • Step 2

    Enter Monthly amount and check No. of year and Check Result

Top 5 Axis Mutual Funds

1. Axis Bluechip Fund

When you invest for five years or longer, you can expect gains that comfortably beat the inflation rate and are higher than fixed income options. But be prepared for fluctuations in your investment value along the way.

It is a fund that invests in large companies. Compared to those investing in small companies, such funds are lower when stock prices fall. Therefore, they are more favorable for conservative equity investors.

Returns

Fund Name 1 Year (%) 3 Year (%) 5 Year (%) Category Risk Grade
Axis Bluechip Fund
19.71
18.44
10.57
(Equity) Large Cap
Low
  • Risk is very low and returns potential is very high in this fund.

2. Axis Mid Cap Fund

When you invest for seven years or longer, you can expect gains that comfortably beat the inflation rate and are higher than fixed income options.

It is a fund that invests in medium-sized companies. Such funds tend to fall more when stock prices fall, compared to those investing in large companies. Therefore, you can expect higher returns in the long term, but more severe fluctuations along the way.

Returns

Fund Name 1 Year (%) 3 Year (%) 5 Year (%) Category Risk Grade
Axis Mid Cap Fund
18.65
17.47
10.90
(Equity) Mid Cap
Low
  • Risk is very low and returns potential is very high in this fund.

3. Axis Long Term Equity Fund

When you invest for five years or longer, you can expect gains that comfortably beat the inflation rate and are higher than fixed income options. Apart from this, you get tax exemption on the amount invested under Section 80C of the Indian Income Tax laws. According to this section, a total investment of up to Rs.1.5 lakh in a financial year in eligible securities like this fund is exempt from tax.

But be prepared for fluctuations in your investment value along the way.

Returns

Fund Name 1 Year (%) 3 Year (%) 5 Year (%) Category Risk Grade
Axis Long Term Equity Fund
18.81
14.86
9.19
(Equity) ELSS
High
  • Risk is very low and returns potential is very high in this fund.

4. Axis Focused 25 Fund

When you invest for five years or longer, you can expect gains that comfortably beat the rate of inflation and are higher than fixed income options. But be prepared for fluctuations in your investment value along the way.

It is a multi-cap fund where the fund management team has complete freedom to invest in companies of various sizes, where it expects maximum profit. This versatility makes multi-cap funds the most suitable for equity fund investors as the task of stock selection is left entirely to the fund manager, who is the very idea of ​​investing in mutual funds.

Returns

Fund Name 1 Year (%) 3 Year (%) 5 Year (%) Category Risk Grade
Axis focused 25 Fund
18.92
15.15
10.31
(Equity) Multi Cap
Below Average
  • It’s a 5 Star rated fund.
  • Risk is equal to the category & return potential is very high as compared t category.

5. Axis Small Cap Fund

When you invest for seven years or longer, you can expect gains that comfortably beat the inflation rate and are higher than fixed income options.

It is a fund that invests in small companies. Such funds tend to fall more when stock prices fall, compared to those investing in large companies. Therefore, you can expect higher returns in the long term, but more severe fluctuations along the way.

Returns

Fund Name 1 Year (%) 3 Year (%) 5 Year (%) Category Risk Grade
Axis Small Cap Fund
31.80
15.83
0.3
Small Cap
Low
  • Risk is very low and return potential is very high in this fund.
  • Keep Investing in this fund.

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