Axis Mutual Fund

Q: Are Axis Mutual Fund mutual fund's schemes safe to invest in?

Yes, Axis Mutual Fund mutual fund schemes are considered safe investments. In India, all Asset Management Companies (AMC), including Axis Mutual Fund, are regulated by SEBI (Securities and Exchange Board of India) and AMFI (Association of Mutual Funds in India). The mutual fund industry operates under strict regulations to safeguard investors' interests. However, it's crucial for investors to conduct thorough research to ensure that the specific fund schemes align with their financial goals and risk tolerance.

Q: Are Axis Mutual Fund mutual funds tax-free?

Axis Mutual Fund Mutual Fund schemes are not tax free. Mutual fund capital gains are subject to capital gains tax. In the case of equity mutual funds, mutual fund units sold within a year of purchase will attract a 20% tax on profits. Gains from mutual funds held for more than a year are taxed at 12.5%. For debt funds, the debt fund units sold within three years will be taxed as per the income tax slab. For debt funds held for over three years, the tax rate is 12.5% without indexation benefits.

Q: Which are the top performing funds of Axis Mutual Fund?

Here are some of the best-performing funds from Axis Mutual Fund AMC based on past 5-year returns: Fund Name 5-Year Return (%) Axis NIFTY IT Index Fund 0% Axis BSE Sensex Index Fund 0% Axis Consumption Fund 0% Axis Nifty 50 Index Fund 0% Axis Nifty 100 Index Fund 7.06%

Q: Are Axis Mutual Fund a good choice for long-term capital appreciation?

Yes, Axis Mutual Fund AMC is good for long-term capital appreciation. The equity schemes under the AMC have performed well over the long term and delivered returns above the category average. Visit the Rupeezy Invest App to check Axis Mutual Fund AMC fund performance.

Q: How can I check my Axis Mutual Fund mutual funds status on Rupeezy?

You can log in to your Rupeezy app and view your portfolio which will show you the current value as per the prevailing NAV on the last closing business day.

Axis Mutual Fund started its operations in 2009 and it is among the top fund houses in India by AUM. It is promoted by Axis Bank, one of the largest private banks in the country. In April 2012, Schroders, an asset management company, acquired a 25% stake in Axis Mutual Fund. The fund house has 1.2 crore+ investor accounts and is present in over 100 cities.Axis Equity Fund was the first scheme launched by the AMC in October 2009. In September 2019, Axis Mutual Fund launched an index fund known as Axis Nifty 100 Index fund. On 22 January 2020, the company launched an ESG fund.The AMC has a product suite of 60 schemes and manages an Average AUM of Rs. 2,92,805.42 Cr as of June 2024.

List of All Axis Mutual Fund

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Equity

Debt

Hybrid

ELSS

Index

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3Y Return

Fund Name	Return	Risk	Cat. Avg
Axis Nifty Smallcap 50 Index Fund Equity●Index Funds	19.56%	19.56%	-
Axis Multicap Fund Equity●Multi Cap Fund	19.49%	19.49%	-
Axis Innovation Fund Equity●Thematic Fund	18.95%	18.95%	-
Axis Value Fund Equity●Value Fund	18.16%	18.16%	-
Axis Nifty Next 50 Index Fund Equity●Index Funds	17.36%	17.36%	-
Axis Midcap Fund Equity●Mid Cap Fund	16.27%	16.27%	-
AXIS Small Cap Fund Equity●Small cap Fund	15.92%	15.92%	-
Axis Large & Mid Cap Fund Equity●Large & Mid Cap	15.17%	15.17%	-
Axis Nifty Midcap 50 Index Fund Equity●Index Funds	14.78%	14.78%	-
Axis Multi Asset Allocation Fund Hybrid●Multi Asset Allocation	13.93%	13.93%	-
Axis Flexi Cap Fund Equity●Flexi Cap Fund	13.87%	13.87%	-
Axis Business Cycles Fund Equity●Thematic Fund	13.61%	13.61%	-
Axis Balanced Advantage Fund Hybrid●Dynamic Asset Allocation	11.46%	11.46%	-
Axis ELSS - Tax Saver Fund Equity●Equity Linked Savings Scheme	10.32%	10.32%	-
Axis Focused Fund Equity●Focused Fund	9.85%	9.85%	-
Axis Aggressive Hybrid Fund Hybrid●Aggressive Hybrid Fund	9.49%	9.49%	-
Axis Equity Savings Fund Hybrid●Equity Savings	9.44%	9.44%	-
Axis Quant Fund Equity●Thematic Fund	8.78%	8.78%	-
Axis Large Cap Fund Equity●Large Cap Fund	8.77%	8.77%	-
Axis Credit Risk Fund Debt●Credit Risk Fund	8.72%	8.72%	-
Axis ESG Integration Strategy Fund Equity●Thematic Fund	8.56%	8.56%	-
Axis Nifty 100 Index Fund Equity●Index Funds	8.33%	8.33%	-
Axis Floating Interest Rates Fund Debt●Floating Rate	8.26%	8.26%	-
Axis Medium Term Fund Debt●Medium Duration	8.26%	8.26%	-
Axis Short Term Fund Debt●Short Duration	7.69%	7.69%	-
Axis Corporate Bond Fund Debt●Corporate Bond	7.59%	7.59%	-
Axis CRISIL IBX SDL May 2027 Index Fund Debt●Index-Debt	7.51%	7.51%	-
Axis Money Market Fund Debt●Money Market	7.45%	7.45%	-
Axis Ultra Short Term Fund Debt●Ultra Short Duration	7.43%	7.43%	-
Axis Arbitrage Fund Hybrid●Arbitrage Fund	7.41%	7.41%	-
Axis Ultra Short to Short Term Fund Debt●Low Duration	7.41%	7.41%	-
Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Fund Debt●Index-Debt	7.4%	7.39%	-
Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund Debt●Index-Debt	7.39%	7.39%	-
Axis Dynamic Term Fund Debt●Dynamic Bond	7.36%	7.36%	-
Axis Nifty SDL September 2026 Debt Index Fund Debt●Index-Debt	7.22%	7.22%	-
Axis Gilt Fund Debt●Gilt	7.1%	7.10%	-
Axis Liquid Fund Debt●Liquid	7%	7.00%	-
Axis Banking and PSU Debt Fund Debt●Banking and PSU Fund	6.91%	6.91%	-
Axis Nifty 50 Index Fund Equity●Index Funds	6.6%	6.60%	-
Axis Conservative Hybrid Fund Hybrid●Conservative Hybrid Fund	6.46%	6.46%	-
Axis Overnight Fund Debt●Overnight Fund	6.1%	6.10%	-
Axis Long Term Fund Debt●Long Duration	5.69%	5.69%	-
Axis NIFTY IT Index Fund Equity●Index Funds	-3.16%	-3.16%	-
Axis BSE Sensex Index Fund Equity●Index Funds	-	-	-
Axis Nifty 500 Index Fund Equity●Index Funds	-	-	-
Axis India Manufacturing Fund Equity●Thematic Fund	-	-	-
Axis BSE India Sector Leaders Index Fund Equity●Index Funds	-	-	-
Axis Nifty Bank Index Fund Equity●Index Funds	-	-	-
Axis Nifty Energy Index Fund Equity●Index Funds	-	-	-
Axis Services Opportunities Fund Equity●Sector Funds	-	-	-
Axis Nifty500 Quality 50 Index Fund Equity●Index Funds	-	-	-
Axis Nifty Capital Markets Index Fund Equity●Index Funds	-	-	-
Axis Nifty500 Momentum 50 Index Fund Equity●Index Funds	-	-	-
Axis Momentum Fund Equity●Thematic Fund	-	-	-
Axis Nifty500 Value 50 Index Fund Equity●Index Funds	-	-	-
Axis Nifty India Defence Index Fund Equity●Index Funds	-	-	-
Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Debt●Index-Debt	-	-	-
Axis Nifty50 Equal Weight Index Fund Equity●Index Funds	-	-	-
Axis Consumption Fund Equity●Sector Funds	-	-	-
Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 Index Fund Debt●Index-Debt	-	-	-

Details of Axis Mutual Fund

Founding Date	January 13, 2009
Address	One Lodha Place, 22 & 23 Floor, Senapati Bapat Marg, Lower Parel Mumbai - 400 013
Email	customerservice@axismf.com
Telephone	022-43255161

Documents Required to Invest

To invest in Axis Mutual Fund schemes, there is no physical documentation required. You need to upload the following KYC documents online:

Proof of Identity (PAN, Aadhaar)
Proof of Address (Aadhaar)

How to Invest in Axis Mutual Fund

Step 1: Download the Rupeezy App if you do not have an account.

Step 2: If you are a first-time user, you need to submit your KYC documents like PAN, Aadhaar, add personal details, and complete the account verification.

Step 3: Select Axis Mutual Fund and review the scheme list in each category.

Step 4: Assess the funds' performance and risk parameters.

Step 5: Select the appropriate category as per your financial goal and risk appetite.

Step 6: Compare the selected fund with other funds in its category using Smart Explore on a visual graph.

Step 7: Check fund portfolio overlap among all funds in your portfolio. Check the fund impact on your overall portfolio with the Impact Analysis feature.

Step 8: Select the fund, add lumpsum, or SIP, and set up payment with UPI or net banking.