Top 10 Axis Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Axis Midcap FundEquityModerately High-2.2%5star2,819
Axis Liquid FundDebtLow7.3%5star29,296
Axis Long Term Equity FundEquityModerately High-2.1%5star19,236
Axis Focused 25 FundEquityModerately High-5.3%5star7,841
Axis Midcap FundEquityModerately High-3.4%5star2,819
Axis Focused 25 FundEquityModerately High-4.0%5star7,841
Axis Bluechip FundEquityModerately High5.0%5star7,005
Axis Long Term Equity FundEquityModerately High-1.1%5star19,236
Axis Midcap FundEquityModerately High-2.2%5star2,819
Axis Bluechip FundEquityModerately High5.0%5star7,005
Axis Long Term Equity FundEquityModerately High-1.7%5star19,236
Axis Treasury Advantage FundDebtModerately Low9.6%5star1,925
Axis Banking & PSU Debt FundDebtModerately Low12.2%5star8,325
Axis Long Term Equity FundEquityModerately High-2.6%5star19,236
Axis Treasury Advantage FundDebtModerately Low9.3%5star1,925
View All Top 10 Axis Mutual Funds

Best Axis Equity Mutual Funds

Axis mutual fund was established in October 2009 and since then it has made a mark in the mutual fund industry. Axis mutual fund claims that the reason for it to reach the peak of success is because of the three principles they follow strictly, which is, long-term wealth creation, customer's view and long-term relationship.

Axis Mutual Fund houses more than 50 schemes, it has over 20 lac investors investing with them and is present in over 90 cities.Their main motto is to take any fund decision keeping a customer centric approach in mind. The AMC commits to keep investors at the heart of every decision.

They also believe in leveraging the equity of the brand 'Axis' and aim at building a relationship with stakeholders. Axis wants its investors to think long-term when it comes to mutual fund investing and they want their investors to optimize their money through mutual funds

Equity Savings Fund typically invests the total capital in three segments- pure equity, arbitrage and debt funds. Generally, one-third of the total capital in pure equity, one-third in debt funds and the balance in arbitrage funds. However, the composition varies from fund to fund. The equity component can vary from 20-40% approx and depends on the type of mutual fund.

These funds outperform debt funds over taxation and treated as equity funds for taxation. If sold before a year, short term capital gains are taxed at 15% and if sold after a year, no tax is levied on the gains.

Purpose: Invest here for your longer duration to get higher returns than debt funds.

Let's have a closer look

Now let us jump and check about these top 10 mutual fund schemes.

Axis Midcap Direct Plan Growth

Fund Performance: This fund has consistently beaten its benchmark in Mid Cap segment and provided 11.27% annualized returns in the last 3 years. In the last 1 year, it gave -2.18% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -2.18% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM2,819Cr
1Y Returns-2.2%

Axis Liquid Fund Growth

Fund Performance: This fund has consistently beaten its benchmark in Liquid segment and provided 7.07% annualized returns in the last 3 years. In the last 1 year, it gave 7.28% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 7.28% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Debt mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM29,296Cr
1Y Returns7.3%

Axis Long Term Equity Fund Dividend

Fund Performance: This fund has consistently beaten its benchmark in ELSS segment and provided 9.89% annualized returns in the last 3 years. In the last 1 year, it gave -2.06% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -2.06% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM19,236Cr
1Y Returns-2.1%

Axis Focused 25 Fund Growth

Fund Performance: This fund has consistently beaten its benchmark in Focused segment and provided 10.53% annualized returns in the last 3 years. In the last 1 year, it gave -5.31% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -5.31% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM7,841Cr
1Y Returns-5.3%

Axis Midcap Fund Dividend

Fund Performance: This fund has consistently beaten its benchmark in Mid Cap segment and provided 10.36% annualized returns in the last 3 years. In the last 1 year, it gave -3.4% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -3.4% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM2,819Cr
1Y Returns-3.4%

Axis Focused 25 Direct Plan Growth

Fund Performance: This fund has consistently beaten its benchmark in Focused segment and provided 11.92% annualized returns in the last 3 years. In the last 1 year, it gave -3.98% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -3.98% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM7,841Cr
1Y Returns-4.0%

Axis Bluechip Fund Direct Plan Growth

Fund Performance: This fund has consistently beaten its benchmark in Large Cap segment and provided 13.13% annualized returns in the last 3 years. In the last 1 year, it gave 5% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 5% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM7,005Cr
1Y Returns5.0%

Axis Long Term Equity Direct Plan Dividend

Fund Performance: This fund has consistently beaten its benchmark in ELSS segment and provided 11.04% annualized returns in the last 3 years. In the last 1 year, it gave -1.09% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -1.09% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM19,236Cr
1Y Returns-1.1%

Axis Midcap Direct Plan Dividend

Fund Performance: This fund has consistently beaten its benchmark in Mid Cap segment and provided 11.65% annualized returns in the last 3 years. In the last 1 year, it gave -2.19% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -2.19% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM2,819Cr
1Y Returns-2.2%

Axis Bluechip Fund Direct Plan Dividend

Fund Performance: This fund has consistently beaten its benchmark in Diversified segment and provided 13.55% annualized returns in the last 3 years. In the last 1 year, it gave 4.99% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 4.99% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM7,005Cr
1Y Returns5.0%

Axis Long Term Equity Direct Plan Growth

Fund Performance: This fund has consistently beaten its benchmark in ELSS segment and provided 10.43% annualized returns in the last 3 years. In the last 1 year, it gave -1.69% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -1.69% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM19,236Cr
1Y Returns-1.7%

Axis Treasury Advantage Direct Fund Growth

Fund Performance: This fund has consistently beaten its benchmark in Ultra Short Duration segment and provided 8.07% annualized returns in the last 3 years. In the last 1 year, it gave 9.63% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 9.63% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Debt mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM1,925Cr
1Y Returns9.6%

Axis Banking & PSU Debt Fund Growth

Fund Performance: This fund has consistently beaten its benchmark in Banking & PSU segment and provided 8.38% annualized returns in the last 3 years. In the last 1 year, it gave 12.23% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 12.23% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Debt mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM8,325Cr
1Y Returns12.2%

Axis Long Term Equity Fund Growth

Fund Performance: This fund has consistently beaten its benchmark in ELSS segment and provided 9.29% annualized returns in the last 3 years. In the last 1 year, it gave -2.65% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -2.65% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM19,236Cr
1Y Returns-2.6%

Axis Treasury Advantage Fund Dividend Monthly

Fund Performance: This fund has consistently beaten its benchmark in Ultra Short Duration segment and provided 7.56% annualized returns in the last 3 years. In the last 1 year, it gave 9.25% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 9.25% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Debt mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM1,925Cr
1Y Returns9.3%

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What does investing in Axis Equity Mutual Funds actually mean?

Suppose a mutual fund invests in ten stocks and total current market value of these stocks is 1.1 Crore. Out of this, the AMC deducts say, 0.1 Crore for operating the fund (this is known as the expense ratio). So the net value is 1 crore. Now the AMC will divide this 1 Crore into say, 10,000 parts. These parts are known as units. The cost of one unit is 1Cr/10,000 = Rs. 1000. This is known as the Net Asset Value (NAV) of the mutual fund. Suppose the AMC has set a minimum investment requirement of Rs. 500. Then if you pay Rs. 500, you will get 0.5 units of the fund. Remember that the cost of one unit is the cost when you made the purchase. Suppose after one year, the NAV has fallen to Rs. 700 per unit and you wish to exit the fund (also known as redemption), then you sell your 0.5 units back to the AMC and get 0.5 x Rs. 700 = Rs. 350 back. Yes, you invested Rs. 500 and got back Rs. 350 – a loss of 150 over a year. The point is, that you buy units at current NAV and sell units (fully or partially) at current NAV. This is what investing in mutual fund actually means.

How to invest in Axis Mutual Funds on Groww?

One of the best ways to hedge against the small-cap volatility is to adopt a phased approach, also known as Systematic Investment Plan (SIP) approach. We are sure that you must be aware of SIP and its benefits. Buying in small quantity but buying regularly provides you with faster growth. On Groww.in, all transactions to and from AMC is done via BSE. When you decide to invest in a large cap mutual fund of your choice, you choose that mutual fund on the website and click ‘invest’. Following that, you are redirected to the BSE page where you make the payment. BSE then directs your money to the AMC managing your mutual fund. To be assured at your end, you can visit the individual AMC website after the payment. You would be able to see all your purchased units against your folio number.

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