Axis Mutual Fund - Top 10 Axis MF Schemes, Benefits & Returns

Manish Kothari
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isVerifiedExpertAuthor is a Zfunds Verified Expert
Manish Kothari


About Axis Mutual Fund

Axis Mutual Fund's first scheme was launched in October 2009, and after that Axis Mutual Fund showed very strong growth. It has 3 principles which are Long term wealth creation, Customer view, and long-term relationship. Axis mutual fund has more than 60 lac of active investors. Axis mutual fund has its presence in more than 100 cities.

They have a vision of managing the money and risks very responsibly in order to help its investors to feel financially secure and gain confidence for having a brighter future.

Major Information about Axis Mutual Fund

Total AUM: ₹1.99 lakh Crores as of 30th April 2021

No. of Schemes: Around 47 Schemes

Top 10 Axis Mutual Funds

  1. Axis Blue Chip Fund.
  2. Axis Focused 25 Fund.
  3. Axis Long Term Equity Fund.
  4. Axis Banking & PSU Debt Fund.
  5. Axis Strategic Bond Fund.
  6. Axis Treasury Advantage Fund.
  7. Axis Liquid Fund.
  8. Axis Multi-Cap Fund.
  9. Axis Dynamic Equity Fund.
  10. Axis Equity Hybrid Fund.

Axis Equity Funds

Axis equity funds invest their assets in equity and equity and related securities. These funds are great for long-term capital appreciation. These funds are best for investors who want exposure to stock markets.

Axis Debt Funds

Axis Debt Funds invest their assets in debt and debt-related instruments which have a fixed rate of interest and thus generate relatively stable returns. Debt instruments are Bond, Debentures, Commercial Paper, Government securities. Debt funds are considered as low risk and hence low returns as compared with equity funds.

Axis Hybrid Funds

Axis Hybrid funds invest their assets in more than one asset class like equity, debt, gold, or any other. These funds give good diversification as the investments are done in different asset classes. Hybrid funds have the capability to generate more returns than debt funds and also they possess lower risk as compared to equity funds.

Axis Tax Saver Funds

Tax saver funds are also known as ELSS funds. As the name suggests, these funds give a tax deduction of up to ₹ 1.5 lakhs under the Income Tax Act,1961. These funds invest their assets in equity securities in a diversified manner. These funds have a lock-in period of 3 years.

Fund Managers of Axis Mutual Fund

1. Mr. Jinesh Gopani

Mr. Gopani joined Axis AMC in 2009 and now he is the head of Equity at Axis AMC. He has a good experience of 17 years and has worked with Birla Sunlife AMC, Voyager India Capital, and among others. He has a total AUM of ₹49,000 Crores.

2. Mr. Devang Shah

Mr. Shah is the Deputy Head of Fixed Income at Axis AMC. He has experience of 14 years and has worked for ICICI Prudential AMC, Deutsche AMC, and among others. He has a total AUM of ₹59,000 Crores.

3. Mr. Shreyash Devalkar

Mr. Devalkar joined Axis AMC in 2016 and is currently the senior fund manager. He has 14 years of experience and has worked with IDFC asset management, IDFC securities, and among others. He has a total AUM of ₹45,000 Crores.

4. Mr. Anupam Tiwari

Mr. Tiwari joined in 2016 and is currently an Equity Fund Manager at Axis AMC. He has 11 years of experience and has worked for Principal PNB Asset management, reliance capital, and among others. He has a total AUM of ₹8,700 Crores.

5. Mr. R. Sivakumar

Mr. Sivakumar joined Axis in 2009 and is currently the Head of Fixed income at Axis AMC. He has 20 years of experience and has worked with Fortis investments, Sundaram AMC, and among others. He has a total AUM of ₹9,600 Crores.

How to Invest in Axis Mutual Funds Via ZFunds?

There are very easy and simple steps to start investing in Axis Mutual Fund which is one of the largest mutual fund houses in India. Follow the below mentioned steps to start investing:

  1. Create your free account with ZFunds. If you already have an account with ZFunds, you can simply log in to it.
  2. To create an account, you will be required to upload your identification documents which can include Aadhar card, pan card, Voter ID card, driving license, passport or any other document which is issued by the central or state government.
  3. You will also be required to upload your address proof.
  4. After that, you just need to select the best fund which suits you as per your investment horizon and risk.
  5. And, then at last you just need to choose whether you want to do lump sum investment or start a sip.

After the successful investment, the units will be allotted and investment will be reflected in 2-3 working days in your ZFunds account.

Documents Required for KYC

1. For Offline KYC

1. Identity Proof: For this, you need only one of the following.

  • Adhaar Card
  • PAN Card
  • Voter ID
  • Passport
  • Driving license.
  • NREGA Job Card

2. Address Proof: For this, you need only one of the following.

  • Adhar Card
  • Passport
  • Voter ID
  • Driving License
  • Utility Bill
  • Bank or post office account statement
  • NREGA Job Card
  1. Passport Size photo with signature.

For Online KYC

  1. Photograph
  2. Signature
  3. Pan Card
  4. Adhar Card

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