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Introduction to the Fund

Axis Mutual Fund is sponsored by Axis Bank is India’s leading financial institution. It was incorporated in January 2009, and the fund house launched its first scheme in October that year. Today, the fund house has about 52 schemes with more than 20 lakh investors. As on 31st March 2018, the assets under management of the schemes of Axis Mutual Fund as at were Rs. 66,998.40 crores.


Axis Mutual Fund offers schemes across 4 categories-Debt, Equity, Hybrid/Balanced and Fund of Funds of ETF and Special Situation Funds. There are 10 schemes in the Debt category, the Equity scheme has 5 schemes, while the Hybrid category has 6 schemes. The Fund of Fund ETF and Special Situation Fund has 3 schemes and 1 scheme, respectively.

Debt Funds

This mutual fund type is less risky and invests in debt-market instruments like bonds, debentures, government securities and other fixed income securities. Debt funds can be short-term or long-term. The returns will be in the form of interest income and capital appreciation. Various types of debt funds offered by Axis Bank are:

Axis Corporate Debt Fund

DescriptionAn open-ended debt scheme predominantly investing in AA+ and above rated corporate bonds
ObjectiveTo provide steady income and capital appreciation by investing in corporate debt. The aim is to provide regular income over short to medium term.
Ideal forIdeal for investors looking for allocations for minimum 12 months or more.
Asset Allocation 
Benchmark IndexNIFTY Corporate Bond Index
Investment OptionsGrowth and Dividend
Minimum InvestmentRs.1,000
Entry LoadNot Applicable
Exit LoadFrom the date of allotment: 0.50%; If redeemed / switched out after 6 months from the date of allotment: Nil. w.e.f 3rd August 2018.
RiskometerModerate

Axis Credit Risk Fund

DescriptionAn open-ended debt scheme predominantly investing in AA and below rated corporate bonds
ObjectiveTo generate stable returns by investing in debt & money market instruments across the yield curve & credit spectrum in a period of 1-3 years.
Inception date15-Jul-14
Ideal forInvestors who want regular and stable income over 3 years or longer.
Asset Allocation 
Benchmark IndexNIFTY Credit Risk Bond Index
Investment OptionsGrowth and Dividend
Minimum InvestmentRs.1,000
Entry LoadNot Applicable
Exit Load

If redeemed / switched-out within 12 months from the date of allotment: - For 10% of investment: Nil

For remaining investment: 1% If redeemed/switched out after 12 months from the date of allotment: Nil

RiskometerModerate

Axis Strategic Bond Fund

DescriptionAn open-ended medium-term debt scheme investing in debt and money market securities such that the duration of the portfolio is between 3 years to 4 years
ObjectiveTo generate optimal risk adjusted returns while maintaining liquidity.
Inception date28-03-2012
Ideal forregular and stable income over 3 years or longer.
Asset Allocation 
Benchmark IndexNIFTY Medium Duration Debt Index
Investment OptionsGrowth and Dividend
Minimum InvestmentRs.1,000
Entry LoadNot Applicable
Exit LoadIf redeemed / switched-out within 12 months: - For 10% of investment: Nil. - For remaining investment: 1%. If redeemed/ switched out after 12 months from the date of allotment: Ni
RiskometerModerate

Axis Dynamic Bond Fund

DescriptionAn open-ended dynamic debt scheme investing across duration.
ObjectiveTo maximize capital gains with income generation and enhanced returns by utilizing volatility.
Inception date27-04-2011
Ideal forInvestors looking for long term allocations (minimum 3 years) with substantially lesser risk than equity investments.
Asset AllocationCorporate Bonds, Money Market securities, Government Bonds, Pass through certificates
Benchmark IndexNIFTY Composite Debt Index
Investment OptionsGrowth and Dividend
Minimum InvestmentRs.1,000
Entry LoadNot Applicable
Exit LoadNot Applicable
RiskometerModerate

Axis Ultra Short Term Fund

DescriptionAn open ended ultra-short-term debt scheme investing in instruments with maturity period between 3 months and 6 months
Objectiveto generate regular income and capital appreciation by investing in a portfolio of short-term debt and money market instruments with relatively lower interest rate risk
Inception date27-08-2018
Ideal forInvestors who want to park money for 3-6 months. The fund can also be used as STPs for Equity Funds
Asset AllocationCorporate Bonds, Money Market securities, Government Bonds, Pass through certificates
Benchmark IndexCRISIL Ultra Short-Term Fund Index
Investment OptionsGrowth and Dividend
Minimum ApplicationRs.1,000
Entry LoadNot Applicable
Exit LoadNot Applicable
RiskometerModerately low

Axis Gilt Fund

DescriptionAn open-ended debt scheme investing in government securities across maturity
Objective

To generate credit risk-free returns through investments in sovereign securities issued by the

Central Government and/or State Government.

Inception date23-01-2012
Ideal forInvestors who want stable returns for 3 years or more
Asset AllocationMoney Market / Govt Bond
Benchmark IndexNIFTY All Duration G-Sec Index
Investment OptionsGrowth and Dividend
Minimum InvestmentRs.1,000
Entry LoadNot Applicable
Exit LoadNot Applicable
RiskometerModerately low

Axis Liquid Fund

DescriptionAn open-ended debt scheme investing in money market and highly liquid debt securities
ObjectiveTo provide a high level of liquidity with reasonable returns with low risk through a portfolio of money market and debt securities.
Inception date23-01-2012
Ideal forInvestors who want highly liquid and risk-free returns
Asset Allocationmoney market instruments such as certificate of deposits (CoD), treasury bills, commercial papers
Benchmark IndexNIFTY Liquid Index
Investment OptionsGrowth and Dividend
Minimum InvestmentRs.500
Entry LoadNot Applicable
Exit LoadNot Applicable
RiskometerLow

Axis Short Term Fund

DescriptionAn open-ended short-term debt scheme investing in instruments such that the duration of the portfolio is between 1 year to 3 years
ObjectiveTo generate stable returns with a low risk strategy while maintaining liquidity through a portfolio comprising of debt and money market instruments.
Inception date22-01-2010
Ideal forInvestors who want to generate relatively stable returns with comparatively lesser risk.
Asset AllocationMoney market instruments such as certificate of deposits (CoD), treasury bills, commercial papers, government bonds, corporate bonds
Benchmark IndexNIFTY Short Duration Debt Index
Investment OptionsGrowth and Dividend
Minimum InvestmentRs.1,000
Entry LoadNot Applicable
Exit LoadNot Applicable
RiskometerLow

Axis Treasury Advantage Fund

DescriptionAn open-ended low duration debt scheme investing in instruments such that the duration of the portfolio is between 6 to 12 months
ObjectiveTo provide optimal returns and liquidity to the investors by investing primarily in a mix of money market and short-term debt instruments with slightly higher maturity than the liquid funds
Inception date22-01-2010
Ideal forInvestors who want to generate relatively stable returns with comparatively lesser risk.
Asset Allocationmoney market instruments such as certificate of deposits (CoD), treasury bills, commercial papers, government bonds, corporate bonds
Benchmark IndexNIFTY Short Duration Debt Index
Investment OptionsGrowth and Dividend
Minimum ApplicationRs.5,000
Entry LoadNot Applicable
Exit LoadNot Applicable
RiskometerLow

These are funds that invest only in stocks. As a result, they are usually considered high risk, high return funds. Most growth funds – the ones that promise high returns over a long-term – are equity funds.

These funds have less tax liability in the long-run as compared to debt funds. Equity funds can be further classified into types based on the investment objective into index funds, sector funds, tax-saving schemes and so on.

The various equity funds offered by Axis are:

DescriptionAn open-ended equity scheme investing across large cap, mid cap, small cap stocks
ObjectiveTo generate long term capital appreciation by investing in a diversified portfolio
Inception date17-11-2017
Ideal forInvestors who want long-term wealth creation plan to fund children’s education & their future, retirement, overseas travel
Asset Allocation50-100% in large cap & 0-50% in mid & small cap
Benchmark IndexNifty 500 Index
Investment OptionsGrowth and Dividend
Minimum SIPRs.1,000
Entry LoadNot Applicable
Exit Load

If redeemed / switched-out within 12 months from the date of allotment,

For 10% of investments: Nil

For remaining investments: 1%.

If redeemed / switched - out after 12 months from the date of allotment: NIL.

RiskometerModerately High

Axis Mid Cap Fund

DescriptionAn open-ended equity scheme predominantly investing in Mid Cap stocks
ObjectiveLong term capital appreciation by investing in mid cap companies which have the potential to deliver superior returns due to potential of faster earnings growth.
Inception date18-02-2011
Ideal forLong-term goals such as children’s education & their future, retirement
Asset Allocation50-100% in large cap & 0-50% in mid & small cap
Benchmark IndexS&P BSE Midcap
Investment OptionsGrowth and Dividend
Minimum SIPRs.1,000
Entry LoadNot Applicable
Exit Load

If redeemed / switched-out within 12 months from the date of allotment

For 10% of investments: Nil

For remaining investments: 1%. If redeemed / switched - out after 12 months from the date of allotment: NIL

RiskometerModerately High

Axis Long Term Equity Fund

DescriptionAn open-ended equity linked saving scheme with a statutory lock in of 3 years and tax benefit
ObjectiveLong-term Capital appreciation and tax benefits under Section 80C
Inception date29-12-2009
Ideal forInvestors who want long-term wealth creation plan to fund children’s education & their future, retirement, overseas travel
Asset Allocation68% large cap, 23% mid cap and 7% small cap
Benchmark IndexNifty 500 Index
Investment OptionsGrowth and Dividend
Minimum SIPRs.500
Entry LoadNot Applicable
Exit Load

If redeemed / switched-out within 12 months from the date of allotment,

For 10% of investments: Nil

For remaining investments: 1%. If redeemed / switched - out after 12 months from the date of allotment: NIL.

RiskometerModerately High

Axis Focused 25 Fund

DescriptionAn open-ended equity scheme investing in maximum 25 stocks across large cap, mid cap and small caps
ObjectiveTo generate consistent returns without being impacted by short term market volatility.
Inception date29-06-2012
Ideal forInvestors who want long-term wealth creation plan to fund children’s education & their future, retirement, overseas travel
Asset Allocation74% large cap, 16% mid cap and 2% small cap
Benchmark IndexNifty 50
Investment OptionsGrowth and Dividend
Minimum SIPRs.1000
Entry LoadNot Applicable
Exit Load

If redeemed / switched-out within 12 months from the date of allotment,

For 10 % of investments: Nil,

For remaining investments: 1%,

If redeemed / switched - out after 12 months from the date of allotment: NIL (w.e.f. 25th September 2017)

RiskometerModerately High

Axis Bluechip Fund

DescriptionAn open-ended equity scheme predominantly investing in large cap stocks including derivatives
Objectivelong term capital appreciation by investing in a diversified portfolio
Inception date05-01-2010
Ideal forInvestors who want long-term wealth creation plan to fund children’s education & their future, retirement, overseas travel
Asset Allocation80-100% large cap, others 0.25%
Benchmark IndexNifty 50
Investment OptionsGrowth and Dividend
Minimum SIPRs.1000
Entry LoadNot Applicable
Exit Load

If redeemed / switched-out within 12 months from the date of allotment,

For 10% of investments: Nil

For remaining investments: 1%. If redeemed / switched - out after 12 months from the date of allotment: NIL

RiskometerModerately High

These are funds which invest in both equities as well as debt instruments. For this reason, they are less risky than equity funds, but more than debt funds. Similarly, they are likely to give you higher returns than debt funds, but lower than equity funds. As a result, they are often called ‘Balanced Funds’.

The various Hybrid funds offered by Axis are:

Axis Equity Hybrid Fund

DescriptionAn open-ended scheme investing in arbitrage opportunities within the derivative segment. The remaining portfolio is balanced by debt and money market securities
ObjectiveTo utilize the price differential in the cash and derivatives segment of the equity market to generate returns with relatively low volatility.
Inception dateNFO Period 20th July 2018 to 3rd August 2018
Ideal forInvestors who want potential capital appreciation of equity and stability of debt being tax efficient at the same time.
Asset Allocation65-80% in equity and rest in debt
Benchmark IndexCRISIL Hybrid 35+65 - Aggressive Index
Investment OptionsGrowth and Dividend
Minimum SIPRs.1000
Entry LoadNot Applicable
Exit Load0.25% if redeemed / switched out within 7 days from the date of allotment.
RiskometerModerately high

Axis Triple Advantage Fund

DescriptionAn open-ended scheme investing in equity, debt and gold
ObjectiveLong-term wealth through exposure to equities and protection against market volatility through debt investments and gold.
Inception date23-08-2010
Ideal forInvestors who want long-term wealth creation plan through diversified portfolio
Asset Allocation65-80% Equities, Debt 20-30%, Gold 10-30%
Benchmark IndexNifty 50 (65%), Nifty Composite Debt Index (20%), Gold (15%)
Investment OptionsGrowth and Dividend
Minimum SIPRs.1000
Entry LoadNot Applicable
Exit Load

If redeemed/switch out within 12 months from the date of allotment:

For 10% of investment: Nil

For remaining investment: 1%. If redeemed/switch out after 12 months from the date of allotment: Nil (w.e.f. 15th June 2015)

RiskometerModerately High

Axis Regular Saver Fund

DescriptionAn open-ended hybrid scheme investing predominantly in debt instruments.
Objectiveto generate regular income through investments in debt & money market instruments, along with capital appreciation through limited exposure to equities
Inception date16-07-2010
Ideal forInvestors who want Capital appreciation while generating income over medium to long term
Asset Allocation65-80% Equities, Debt 20-30%, Gold 10-30%
Benchmark IndexNIFTY50 Hybrid Short Duration Debt 25:75 Index
Investment OptionsGrowth and Dividend
Minimum SIPRs.1000
Entry LoadNot Applicable
Exit Load

If redeemed/switch out within 12 months from the date of allotment:

For 10% of investment: Nil

For remaining investment: 1% If redeemed/switch out after 12 months from the date of allotment: Nil (w.e.f. 15th June 2015)

RiskometerModerately High

Axis Equity Saver Fund

DescriptionAn open-ended scheme investing in equity, arbitrage and debt
ObjectiveTo provide capital appreciation and income distribution while reducing the overall risk and volatility.
Inception date14-08-2015
Ideal forInvestors who want to have a balanced approach to portfolio management.
Asset Allocation20-45% Un-hedged Equities, Fixed Income 20-35%, Hedged Equity / Cash futures arbitrage 20-60%
Benchmark IndexNIFTY50 Equity Savings Index
Investment OptionsGrowth and Dividend
Minimum SIPRs.1000
Entry LoadNot Applicable
Exit Load

If redeemed/ switched-out within 12 months from the date of allotment,

For10%of investments: NIL •Forremaininginvestment:1%. If redeemed / switched - out after 12 months from the date of allotment: NIL

RiskometerModerately High

Axis Dynamic Equity Fund

DescriptionAn open-ended scheme investing in equity, arbitrage and debt
ObjectiveTo generate capital appreciation through equity or equity linked securities while also generating income through debt and money market instruments.
Inception date20-07-2018
Ideal forInvestors who want the best of all asset classes along with risk-adjusted capital appreciation
Asset Allocation50% Equity, 17-20% hedged equity and 34% Fixed Income
Benchmark IndexNIFTY50 Hybrid Composite Debt 50:50 Index
Investment OptionsGrowth and Dividend
Minimum SIPRs.1000
Entry LoadNot Applicable
Exit LoadIf redeemed / switched-out within 12 months from the date of allotment, for 10 % of investments: Nil, for remaining investments: 1%, If redeemed / switched - out after 12 months from the date of allotment: NIL
RiskometerModerately High

Axis Arbitrage Fund

DescriptionAn open-ended scheme investing in arbitrage opportunities within the derivative segment. The remaining portfolio is balanced by debt and money market securities
ObjectiveTo utilize the price differential in the cash and derivatives segment of the equity market to generate returns with relatively low volatility.
Inception date14-08-2014
Ideal forInvestors who want Income over short to medium term.
Asset Allocation50-70% Hedged equities and 20-30% in debt, cash and other receivables.
Benchmark IndexNIFTY50 Hybrid Composite Debt 50:50 Index
Investment OptionsGrowth and Dividend
Minimum SIPRs.1000
Entry LoadNot Applicable
Exit Load0.25% if redeemed / switched out within 7 days from the date of allotment.
RiskometerModerate

Axis Gold Fund

DescriptionAn open-ended fund of fund scheme investing in Axis Gold ETF
ObjectiveTo generate returns that closely correspond to returns generated by Axis Gold ETF.
Inception date20-10-2011
Ideal forInvestors who want to invest in Gold ETF without the hassles of storage or concerns on quality
Asset Allocation95-100% in Axis Gold ETF and 5% in Money Market Instruments
Benchmark IndexDomestic Price of Gold
Investment OptionsGrowth and Dividend
Minimum InvestmentRs.5,000
Entry LoadNot Applicable
Exit LoadNot Applicable
RiskometerModerately high

Axis Gold ETF

DescriptionAn open-ended scheme replicating/tracking Domestic Price of Gold
ObjectiveTo generate returns that are in line with the performance of gold.
Inception date10-11-2010
Ideal forInvestors who want to Invest in Gold without the hassles of storage or concerns on quality
Asset AllocationPhysical Gold
Benchmark IndexDomestic Price of Gold
Investment OptionsGrowth
Minimum InvestmentRs 5000
Entry LoadNot Applicable
Exit LoadNot Applicable
RiskometerModerately high

Axis Nifty ETF

DescriptionAn open-ended Scheme replicating/ tracking Nifty 50 Index
ObjectiveTo provide returns before expenses that is closely linked to the total returns of the Nifty 50 Index
Inception date13-06-2017
Ideal forCapital appreciation over medium to long term
Asset AllocationPhysical Gold
Benchmark IndexNifty 50 Index
Investment OptionsGrowth
Minimum InvestmentRs 5000
Entry LoadNot Applicable
Exit LoadNot Applicable
RiskometerModerately high

Axis Childrens Gift Fund

DescriptionAn open-ended fund for investment for children, having a lock-in of 5 years 
Objectiveto generate income by investing in debt & money market instruments along with long-term capital appreciation
Inception date 
Ideal forInvestors who want to create funds in the name of a child for future of the child, say education, marriage, or any other long-term purpose.
Asset AllocationEquity, debt and money market securities
Benchmark IndexNIFTY 50 Hybrid Composite Debt 65:35 Index
Investment OptionsGrowth
Minimum InvestmentRs 5000
Entry LoadNot Applicable
Exit Load3% is payable if Units are redeemed / switched out up to 1 year from the date of allotment, 2% is payable if Units are redeemed / switched - out after 1 year and up to 2 years from the date of allotment, 1% is payable if are redeemed / switched-out after 2 years and up to 3 years from the date of allotment, NIL if Units are redeemed / switched-out after 3 years from the date of allotment
RiskometerModerately high

  • You can easily invest in Axis Mutual Funds through ‘Axis Internet Banking’ & ‘Axis Mobile’ app
  • You then need to click on Invest in Mutual Fund option under the head Invest and Ensure
  • You then need to fill up the Online MF Registration and complete the one-time registration process

Alternatively, you can also walk into a branch and seek advice from dedicated Relationship Managers on how to invest in Axis mutual Funds.


  • Recent passport size photograph
  • Proof of identity such as a copy of PAN card. Aadhaar, Passport or voter ID or driving licence
  • Proof of address passport or driving license or ration card or registered lease/sale of residence or latest bank A/C statement or passbook or latest telephone bill (only landline) or latest electricity bill or latest gas bill, which are not older than three months.
  • Duly filled KYC Application

In this fast-paced world, where everything is at the click of an app, investment in Mutual Fund be left is no exception. Axis Mutual Fund EasyApp is a facility for existing investors of Axis Mutual Fund to track their investments and perform transactions on the go. The credentials for logging in is the same as the website. Through EasyApp you can:

  • Plan your financial goals
  • Check latest NAVs and request for historical NAVs.
  • Invest through SIP and check SIP returns.
  • Request for Account Statement, Capital Gains Statement, STT Letter, Transaction summary, portfolio details
  • Buy, Sell and Switch units.

Apart from the Easy App, Axis Mutual Funds also offers EasyCall and Easy SMS which allows you to invest and track your portfolio through simple call or SMS.


What is Systematic Transfer Plan?

Systematic Transfer Plan (STP) is the facility where in an investor invests a lump sum amount in one scheme and regularly transfers a pre-defined amount into another scheme.

2. What is SIP?

The i SIP facility enables you to invest in SIPs through online mode. An existing individual investor can register SIP online. Investor need to have Net banking with utility payment facility enabled with bank registered in the folio. The terms and conditions (like minimum amount, load applicable and dates for SIP etc.) is same for iSIP as it is for normal SIP.

3. How should I complete the KYC Facility?

You need to download and Fill the KYC form. Individuals need to click for (New) KYC Form, while companies also need to fill in the annexure. Attach the required documents and undergo the In-Person Verification (IPV) from Any SEBI registered intermediary (e.g. Axis Asset Management Company Limited), NISM/AMFI certified distributors who are KYD compliant or Scheduled Commercial Banks (in case of Direct investment). Then submit the KYC form along with necessary documents at the nearest Investor Services center or any other intermediaries of KRA's as mandated by SEBI.

4. What is a Consolidated Account statement (CAS) and when will I receive it?

Consolidated Account Statement is a single account statement that consolidates financial transactions in all folios of an investor across all schemes of all mutual funds. It will be sent either on or before the tenth day of succeeding month.

5. How do I calculate returns on my mutual fund units?

You can calculate returns through 2 methods: Absolute returns and annualized returns. Absolute return is the simple increase (or decrease) in percentage terms in your investment, while annualized returns measures the rate of return over an investment period.

6. What are actively managed funds and passively managed funds?

A fund which offers returns by mimicking the index are called passively managed funds. But the funds that buy and sell assets on the basis the research of the fund manager are called Actively Managed funds.

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