Axis Mutual Fund
AUM
₹ 3,27,278 cr
AMC Age
15 Years
No. Of Schemes
234
Axis Asset Management Company is a prominent AMC in India, providing a diverse range of mutual fund schemes across equity, debt, and hybrid categories. Supported by Axis Bank, it has established a solid track record of strong performance.
List of Axis Mutual Fund Schemes
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About Axis Mutual Fund
- About the Fund
- Key Information
- Types Of Funds
- Charges & Fees
- Risk Factors
Axis Mutual Fund, officially known as Axis Asset Management Company Limited (Axis AMC), was founded in 2009 as a subsidiary of Axis Bank, a leading private sector bank in India. Headquartered in Mumbai, Axis AMC has grown into a key player in India's mutual fund industry.
Key Features
- The fund house offers equity, debt, hybrid, and index funds to suit various investor needs.
- This AMC has a wide network of distributors, national partners, and banking channels for easy access.
- Axis Bank holds a 75% stake, while Schroders owns 24%, ensuring financial strength.
- The fund house operates in over 100 cities and manages over 98 lakh active investor accounts.
- Through its collaboration with Schroders, Axis Mutual Fund leverages international market insights and expertise to enhance its investment strategies.
Documents Required
To invest in Axis Mutual Fund, investors must complete the Know Your Customer (KYC) process and submit the required documents. Below is a list of documents based on investor type:
KYC Application Form
- Completed and signed CKYC application form
- In-Person Verification (IPV) – Mandatory for KYC compliance.
Bank Account Details
- Canceled cheque or bank statement for linking the investment account.
- Nomination Form (optional but recommended)
Proof of Identity (Any one of the following, self-attested):
- PAN Card (mandatory for investments above ₹50,000 per year)
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- NREGA Job Card (duly signed by a State Government officer)
Proof of Address (Anyone, except PAN card):
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- Utility Bills (not older than 3 months)
- Bank Account Statement/Passbook (not older than 3 months)
Investors are advised to contact Axis Mutual Fund’s customer service or visit its official website for any modifications, redemptions, or complaints.
Axis Mutual Fund Managers
Mr. Hardik Shah
Mr. Aditya Pagaria
Mr. Akhil Thakker
Mr. Ashish Naik
Mr. Devang Shah
How To Invest In Axis Mutual Fund With Choice?
Axis Mutual Fund FAQs
The best Axis Mutual Fund depends on your investment goals and risk tolerance. Equity funds are ideal for long-term growth, debt funds offer stability, and hybrid funds balance risk and returns. With Choice, you can explore advanced research tools and insights to make informed investment decisions.
Axis Mutual Funds are subject to taxation based on the investment type and holding period. Equity fund gains are taxed at 20% (short-term) and 12.5% (long-term if gains exceed 1.25 lakh annually). Debt fund gains are taxed per your income slab. ELSS funds offer tax benefits under Section 80C.
To invest in Axis Mutual Funds via Choice, investors need to complete the KYC process. The required documents include a PAN card, an Aadhaar card, proof of identity, proof of address, and a linked bank account. Non-individual investors may need to submit additional documentation, which can be easily uploaded digitally on the Choice FinX platform.
The minimum investment amount for Axis Mutual Funds varies by scheme, but typically, investors can start with a lump sum or a Systematic Investment Plan (SIP) from as low as 100.
Returns on Axis Mutual Funds are calculated using the Net Asset Value (NAV). The basic formula for return calculation is:
Returns (%) = [(Current NAV - Initial NAV) / Initial NAV] × 100
Investors can track and analyse fund performance on Choice FinX, which offers real-time NAV data and performance insights.
Yes, investors can switch between Axis Mutual Fund schemes as per their investment strategy. The switch facility allows investors to move funds within the same AMC, but it may be subject to exit loads and tax implications.
Investing in Axis Mutual Funds involves costs such as the Expense Ratio, which covers fund management fees. Some schemes may also have an Exit Load if investments are redeemed within a specified period. Additionally, Securities Transaction Tax (STT) applies to equity-oriented funds.
A Demat account is not mandatory to invest in Axis Mutual Funds through Choice FinX. Investors can directly invest and manage their mutual funds using a bank account. Those who want to hold mutual funds in Demat form can link their investments to a Choice Demat account.
Investors can access their Axis Mutual Fund statements through multiple channels. The statement can be downloaded via the Choice FinX platform, requested from the Axis Mutual Fund website, or received via email by submitting a request to customer support. It is also available on CAMS and KARVY platforms, which provide consolidated statements across multiple mutual fund investments.
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