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After launching its first scheme in October 2009, Axis Mutual Fund has witnessed remarkable growth. The entire success can be attributed to three basic principles i.e. long term capital appreciation, customer view and long term relationship. It seeks to deliver state-of-the-art financial and investment solutions thereby enabling financial security and confidence among the customers. By focusing on risk management and planning, investors are motivated to take a comprehensive view. Goal-oriented investing is given priority over unplanned parking of funds.
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Axis Equity Funds are moderately high risk investments that invest in equity shares of high revenue generating companies. The schemes can meet long-term goals of investors like capital appreciation, retirement planning and income generation. The fund value is bound to change on account of the price variations of the underlying equity shares.
|Risk||5 year return (%)||Fund Objective
Axis Focused 25 Fund
|Moderately High||22.73||The scheme tends to create wealth over the long term capital by investing in a focused portfolio of equity shares of up to 25 companies. The fund manager picks companies which have robust business model to sail through their business cycles during short term market volatility. Investors who wish to create huge corpus in the long term for goals like children’s education and retirement planning may invest in this.|
Axis Bluechip Fund
|Moderately High||19.44||The scheme invests in a well-diversified portfolio of equity shares of large cap companies including derivatives to accomplish long term wealth creation. The fund manager picks equity shares of only those companies which are traded frequently and have less volatility. Investors who wish to invest in stocks which have strong business models and a proven track record over the long term may try this fund.|
Axis Midcap Fund
|Moderately High||28.41||The scheme invests in equity shares of mid cap companies which have a strong growth potential and superior cash flows. Investors who wish to achieve long term capital appreciation and portfolio diversification may invest in this fund.|
Axis Long Term Equity Fund
|Moderately High||26.96||The scheme aims at maximising wealth over the long run by investing in a well-diversified portfolio of equity and equity-related securities. It has a lock-in period of 3 years which enables the fund manager to take much informed decision and look through the interim volatility. Investors who want to avail tax deduction under Section 80C of Income Tax Act along with wealth creation may invest in this fund.|
Axis Debt Funds are moderately low to moderately low risk investments that invest in debt and other money-market instruments. The schemes are designed to meet investors’ financial goals like safety of capital, liquidity and regular income. The fund returns are bound to fluctuate due to changes in the price movement of underlying debt instruments.
|Risk||3 year return (%)||Fund Objective
Axis Banking & PSU Debt Fund
|Moderately Low||7.35||The scheme invests in debt & money market instruments which are issued by Banks, Public Sector Units (PSUs) & Public Financial Institutions (PFIs) to deliver stable returns over the medium term. The main objective is to produce optimal yield with low credit risk. Investors who are looking for short-term avenues which are better than to traditional fixed savings instruments may invest in this fund.|
Axis Credit Risk Fund
|Moderate||7.49||The fund invests in debt & money market securities across the yield curve & credit spectrum to deliver consistent returns. However, the returns are not guaranteed. It is suitable for investors who are looking to earn regular income by capturing opportunities in the yield curve spreads over the short run.|
Axis Dynamic Bond Fund
|Moderate||6.97||The fund attempts to provide optimal returns via active management of a portfolio consisting of debt and money market securities. Investors who wish to earn consistent returns without taking substantial risks over the long term while maintaining liquid portfolio may invest in this fund.|
Axis Strategic Bond Fund
|Moderate||8.33||The scheme seeks to maintain a liquid portfolio along with lower volatility relative to a longer duration. Efforts are made to deliver optimal returns by investing in debt and money market securities over the medium term horizon. Investors who wish to earn regular income over 3 years or longer may go for this fund.|
Axis Short Term Fund
|Moderately Low||7.22||The scheme tries to provide constant returns by investing in a portfolio comprising of high-quality debt and money market securities. The fund manager follows a low risk strategy which focuses on maintaining liquidity of the portfolio. Investors who are seeking opportunities to participate in short term part of the highly-traded yield curve may invest in this fund.|
Axis Hybrid Funds are moderately to moderately high risk investments which invest in a blend of equity and debt and other money-market securities. The schemes are designed to meet investors’ financial goals like regular income and wealth creation. The fund returns may fluctuate based on the price movement of underlying equity and debt instruments.
|Risk||3 year return (%)||Fund Objective
Axis Arbitrage Fund
|Moderate||5.96||The scheme tries to provide regular income by leveraging the price differentials between cash and futures markets. The fund manager seeks low volatility bets in the equity market and invests the remaining in debt and money market instruments. Investors who want to capture the cash-futures spread in the equity market without getting exposed to directional risk may invest in this fund.|
Axis Equity Saver Fund
|Moderately High||8.74||The scheme aims to provide wealth creation and regular income by investing in equity and equity related instruments, arbitrage opportunities, and in debt and money market securities. Investors who are looking for a balanced approach to portfolio management may try this fund.|
Axis Regular Saver Fund
|Moderately High||7.38||The Scheme aims at providing regular income by investing in debt & money market securities. The fund manager seeks to create wealth through restricted investment in equity and equity related instruments. Investors who want a stable portfolio along with limited exposure to equity may invest in this fund.|
Axis Triple Advantage Fund
|Moderately High||9.00||The scheme tends to create wealth over the long term by maintaining a well-diversified portfolio comprising shares, debt instruments & gold exchange traded funds. The fund manager rebalances the portfolio regularly to increase the average returns of investment.|
AMF has a team of fund managers who have a sound blend of expertise and experience in their respective domains to identify opportunities and to align portfolios towards maximisation of fund returns.
Mr. Tiwari is a Chartered Accountant by qualification and the fund manager of Axis Dynamic Equity Fund. Before joining Axis Mutual Funds, he has worked with several other fund houses like Principal PNB Mutual Fund, Reliance Life Insurance Ltd. and Reliance Mutual Fund.
Mr. Patni is an alumnus of IIM Calcutta. He holds more than 6 years of experience in structured finance and fund management and. Before joining Axis Mutual Funds, he was associated with Standard Chartered Bank as Product manager and as Manager with ICICI Bank.
Mr. Sivakumar holds an engineering degree of IIT Madras and management degree of IIM Ahmedabad. Before joining Axis Mutual Funds, he has worked with prestigious organisations like Fortis Investment Management Ltd., Sundaram Mutual Fund, Zurich India and ITC Threadneedle.
Mr. Devalkar holds an engineering degree from UDCT Mumbai and a management degree from JBIMS Mumbai University. Before joining Axis Mutual Fund, he has worked with prestigious financial organisations like BNP Paribas Mutual Fund, IDFC Capital, JP Morgan Services India and Calyon Bank.
Mr. Shah holds a B.Com and an ACA certification. Before joining Axis Mutual Fund, he has worked with leading financial organisations like Deutsche Asset Management (India) Pvt. Ltd. and Pricewaterhouse Coopers.
|Axis Gold ETF|
|Axis Gilt Fund|