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Axis Mutual Fund - Top 10 Axis MF Schemes in 2025

Updated on October 3, 2024

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Written by Manish Kothari

CEO Zfunds

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AXIS MUTUAL FUND

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Axis Mutual fund was formerly known as Axis Asset Management Company Ltd. It is one of the leading private banks in India. Axis Bank holds a 74.99% stake in the mutual fund company, while the remaining 24% is owned by Schroder Singapore Holdings Private Limited. This partnership allows Axis Mutual Fund to leverage Axis Bank’s extensive banking network and Schroders' investment expertise. Axis mutual fund offers a variety of investment options catering to different investor needs, including equity, debt, and hybrid funds. In this article we will be learning everything about axis mf, there best schemes, top fund manager, how we can invest in axis mf etc.

Mutual fund nameAxis Mutual Fund
Asset management company nameAxis Asset Management Company Ltd.
Total AUMRs. 253906 Cr.
Setup Date4 September 2009
Incorporation Date13 January 2009
Sponsor nameAxis Bank Limited

Top 10 Axis Mutual fund in 2025

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. Here is the list of Top 10 axis mf scheme in 2025.

Scheme NameCategoryRiskAUM (Cr) (₹)1Y Return (%)3Y Return (%)5Y Return (%)
Axis Value Fund - Regular Plan - GrowthValue FundVery High715.0653.75%24.53 
Axis Small Cap Fund - GrowthSmall Cap FundVery High23,771.7141.37%23.1829.18%
Axis Nifty India Consumption ETFIndex Funds/ETFsVery High12.9952.38%21.89 
Axis Nifty Healthcare ETFIndex Funds/ETFsVery High19.9355.66%19.58 
Axis Quant Fund - Direct Plan - GrowthSectoral/ThematicVery High1,173.9844.32%19.56 
Axis Midcap Fund - GrowthMid Cap FundVery High31,321.5848.84%19.2925.32%
Axis Growth Opportunities Fund - Direct Plan - GrowthLarge & Mid Cap FundVery High14,161.1347.12%19.1426.33%
Axis Gold Fund - GrowthIndex Funds/ETFsHigh555.9627.71%16.5213.92%
Axis Nifty 100 Index Fund - Regular Plan - GrowthIndex Funds/ETFsVery High1,695.2038.68%14.79 
Axis Innovation Fund - Regular Plan - GrowthSectoral/ThematicVery High1,278.7845.64%13.29 

Type of fund in Axis Mutual 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.

Top 10 Axis MF Schemes for 2025

Axis Value Fund - Regular Plan - Growth

Axis Value Fund - Regular Plan - Growth is a fund that follows a value-oriented strategy. It is designed for long-term capital appreciation. The fund managers invest in undervalued stocks which have strong growth potential. The aim of the fund is to provide investors with a balanced risk and return which make it suitable for investors who want to invest for the long term. It has an amazing track record of performance, with a mean annual return of over 24% in the past 3 years.

Axis Small Cap Fund - Growth

Axis Small Cap Fund - Growth is a fund that follows a growth-oriented strategy designed for long-term capital appreciation. The fund managers invest in small-cap stocks that invest in strong growth potential companies which have the opportunity to outperform the market. The aim of the fund is to provide investors with a balanced risk-return profile who are looking for the long term investment. Over the last five years, the fund has given an average annual return of 29%.

Axis Nifty India Consumption ETF

Axis Nifty India Consumption ETF is a fund that follows a thematic investment strategy focused on the growing consumption sector of the Indian economy. The fund managers invest in a diversified portfolio of companies that are well-positioned to benefit from increasing consumer spending and economic expansion. The aim of the fund is to provide investors with a balanced risk-return profile which make it suitable for those seeking long-term growth. The fund has a track record of 21% annual return in the past 3 years.

Axis Nifty Healthcare ETF

Axis Nifty Healthcare ETF is a fund that follows a sector-focused strategy. It is designed for long-term capital appreciation in the healthcare industry. The fund managers invest in a diversified portfolio of healthcare companies so that they can capture growth opportunities as demand for healthcare services and products rises. This fund aims to provide investors with a balanced risk-return profile which make it suitable for those looking to invest over the long term. Over the last three years, the fund has given an average annual return of 19%.

Axis Quant Fund - Direct Plan - Growth

Axis Quant Fund - Direct Plan - Growth is a fund that follows a systematic investment approach. The main aim of the fund is to generate long-term capital appreciation. This fund utilizes quantitative models to identify and invest in stocks with high growth potential and strong fundamentals. The fund manager's goal is to achieve optimal risk-adjusted returns, which make it suitable for investors looking for a disciplined investment strategy. The fund has a strong performance track record of 19% annual return in the past 3 years.

Axis Midcap Fund - Growth

Axis Midcap Fund - Growth is a fund following a growth-oriented strategy which aimed at long-term capital appreciation. This fund focuses on investing in mid-cap stocks that have strong growth potential and the ability to outperform in various market conditions. The fund manager diversified the portfolio of high-quality mid-cap companies to balance risk and return which make it suitable for investors looking to invest over the long term. The fund has a good track record of 25% annual return in the past 5 years.

Axis Growth Opportunities Fund - Direct Plan - Growth

Axis Growth Opportunities Fund - Direct Plan - Growth is designed for investors who want long-term capital appreciation. The funds follow a growth-oriented strategy. This fund primarily invests in high-quality stocks which have strong growth potential across various sectors. The aim is to capitalize on emerging opportunities in the market. The fund manager actively diversifies the portfolio by investing in large-cap, mid-cap, and small-cap stocks to balance risk and get better return. Over the last five years, the fund has delivered an average annual return of 26%.

Axis Gold Fund - Growth

Axis Gold Fund - Growth is a mutual fund designed for investors looking to gain exposure to gold as an asset class. This fund primarily invests in gold and gold-related instruments, aiming for long-term capital appreciation through the potential rise in gold prices. By focusing on gold, the fund offers a hedge against inflation and market volatility. The fund manager strategically allocates assets to provide a balance between risk and return, making it suitable for investors seeking diversification within their portfolios. The fund has a good track record of 13% annual return in the past 5 years.

Axis Nifty 100 Index Fund - Regular Plan - Growth 

Axis Nifty 100 Index Fund - Regular Plan - Growth is designed for investors who want to invest in Nifty 100 Index or top nifty 100 companies stocks in India. This fund follows a passive investment strategy which aims for long-term capital appreciation. It tracks the performance of the Nifty 100 index. The growth option allows investors to reinvest the income generated by the fund which will eventually enhance the potential of compounding over time. This fund is suitable for investors looking to invest in low expense ratio funds with minimal active management. Over the last three years, the fund has given an average annual return of 15%.

Axis Innovation Fund - Regular Plan - Growth

Axis Innovation Fund - Regular Plan - Growth is designed for investors who want to invest in innovative and high-growth companies for long-term capital appreciation. The fund focuses on businesses that leverage technology and disruptive trends in various sectors. The growth option allows investors to reinvest the income generated by the fund which will eventually enhance the potential of compounding over time. The fund manager follows a research-driven approach to select stocks with strong fundamental potential in the market. It is suitable for investors who want to take high risk with better return than passive funds. The Fund goal is to provide the balance between risk and return and grow their capital. The fund has a good track record of 13% annual return in the past 5 years.

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:

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

Documents Required for KYC

1. For Offline KYC

  • Identity Proof: For this, you need only one of the following.
    Adhaar Card
    PAN Card
    Voter ID
    Passport
    Driving license.
    NREGA Job Card
  • 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
    Passport Size photo with signature.

2. For Online KYC

  • Photograph
    Signature
    Pan Card
    Adhar Card

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.

Conclusion 

Axis Mutual Fund is a leading player in the Indian mutual fund which offers a wide range of investment options like equity, debt, hybrid, and thematic funds. Each fund has unique strategies so that it can cater different investor needs and their risk profiles. You can easily invest in axis mutual funds by using the ZFunds app. 

Overall, Axis Mutual Fund is best to help different investors in achieving their financial goals through their different funds strategy. But always consult with your advisor which funds are best suitable for your financial goal before investing.