Axis Mutual Fund
Last Updated on 30 Jun 2026
AUM
₹ 3,77,445.09 Cr
Funds on Anand Rathi
196
AMC Age
17 Yrs
Axis Mutual Funds blends Axis Bank's strong domestic presence with Schroders' global investment expertise to offer quality-focused, research-driven schemes. Its disciplined approach aims to deliver long-term wealth with careful risk management.
List of Top Axis Mutual Fund Schemes
| Fund Name | |||
|---|---|---|---|
| AXIS Gold ETF | 47.10% | 34.63% | 24.51% |
| AXIS Gold Fund (G) | 46.44% | 34.13% | 24.15% |
| AXIS Gold Fund (IDCW) | 46.44% | 34.13% | 24.15% |
| AXIS Small Cap Fund (IDCW) | 11.03% | 16.03% | 15.87% |
| AXIS Small Cap Fund (G) | 11.02% | 16.02% | 15.86% |
| AXIS Global Equity Alpha Fund of Fund (G) | 25.50% | 23.07% | 14.60% |
| AXIS Global Equity Alpha Fund of Fund (IDCW) | 25.50% | 23.07% | 14.60% |
| AXIS Midcap Fund (G) | 8.99% | 17.30% | 13.70% |
| AXIS Nifty Healthcare ETF | 16.95% | 19.76% | 13.53% |
| AXIS Large & Mid Cap Fund - Regular (G) | 9.09% | 15.89% | 12.68% |
| AXIS Large & Mid Cap Fund - Regular (IDCW) | 9.09% | 15.89% | 12.68% |
| AXIS Global Innovation Fund of Fund (G) | 29.87% | 24.38% | 12.61% |
| AXIS Global Innovation Fund of Fund (IDCW) | 29.87% | 24.38% | 12.61% |
| AXIS Innovation Fund (IDCW) | 14.88% | 16.47% | 11.84% |
| AXIS Midcap Fund (IDCW) | 8.98% | 14.12% | 11.83% |
Calculate Your Mutual Fund Returns
Returns Estimator
Estimation is based on the past performance
Expected Rate of Return
The value of your investment after 5 Years will be
₹4,12,432
Invested Amount
₹3,00,000
Est. Returns
₹1,12,432
Fund Managers of Axis Mutual Fund
Key Information of Axis Mutual Fund
Axis Mutual Fund
AMCFunds Managed
90
Assets Managed
₹ 3,77,445.09 Cr
Contact Details
Registered Address
One Lodha Place. 22nd & 23rd Floor,Senapati Bapat Marg, Lower Parel, Maharashtra, Mumbai - 400013.
Managing Director
Mr. Gop Kumar Bhaskaran
Chief Executive Officer
Mr. Gop Kumar Bhaskaran
Compliance Officer
Darshan Kapadia
About Axis Mutual Fund
Axis Mutual Fund is one of India's fastest-growing and most prominent asset management companies (AMC). Established as a joint venture between Axis Bank, one of the nation's leading private sector banks, and Schroders plc, a world-renowned global asset manager, the AMC combines deep domestic expertise with international investment standards.
Axis Mutual Fund is defined by a distinct investment philosophy and a commitment to long-term wealth creation. The AMC is widely recognized for its quality-centered approach. Rather than chasing short-term market momentum, the AMC focuses on fundamental research, strong corporate governance, and risk management.
Advantages of Investing in Axis Mutual Fund Schemes
Here are some of the key advantages you can gain by selecting Axis Mutual Fund for your investments:
- Strong Partnership: Access to global investment best practices and research frameworks through their partnership with Schroders.
- Risk Mitigation: A robust risk management framework that prioritizes capital preservation by avoiding low-quality or highly leveraged stocks.
- True-to-Label Portfolios: Axis is known for maintaining strict adherence to market-cap mandates, ensuring your Large, Mid, or Small Cap allocations remain pure.
- Global Exposure: Unique "Fund of Funds" (FoF) structures allow Indian investors to diversify into global markets like the US, Europe, and Japan seamlessly.
- Digital-First Approach: Enhanced AI-driven investor services in 2026 provide personalized portfolio insights and seamless transaction experiences.
How to Invest in Axis Mutual Fund with Anand Rathi?
Planning to invest in the Axis Mutual Fund online? Anand Rathi provides a secure and seamless platform to get started easily. Follow these 5 simple steps:
Register or Log In
: Visit the Anand Rathi website or download the AR Invest app. Sign up, open a demat account, and log in in just a few minutes.Complete Your KYC
: Finish a quick, fully paperless KYC process. Once done, you're ready to invest without delays.Explore Axis Mutual Fund
: Browse available Axis Mutual Funds and shortlist those that align with your investment goals.Choose Your Investment Mode
: Invest your way- opt for SIP to build discipline, or go for a lump sum if you prefer a one-time investment.Monitor & Watch Your Investments Anytime
: Invested in Axis Mutual Fund and want to track your portfolio? With our intuitive dashboard, effortlessly track the NAVs and performance of the funds.
Documents Required to Invest in Axis Mutual Fund
Investing in the Axis Mutual Fund online is simple and paperless. Here's what you need to get started with Anand Rathi:
The following set of documents is required to invest in a mutual fund:
- PAN Card - Mandatory for all investment transactions.
- Bank Account Proof - Canceled cheque or bank statement with your name, account number, and IFSC code.
- KYC Documents - Completed online KYC (e-KYC through Aadhaar/OTP).
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Disclaimer
The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...
Frequently Asked Questions
Log in to the AR Invest app or open a demat account
Select your preferred Axis Mutual Fund fund
Choose "Lumpsum" mode, enter the amount, and complete payment via net banking, UPI, or debit mandate.
Open the AR Invest app ? Pull the drawer from the bottom.
Click on "Reports," and select the type of statement you want to generate.
Choose the Financial year and time period you wish to view the statement.
Confirm "Send Reports on Email" and get details of NAV, transactions, and current value.
You can also download statements via AMC, scheme, or asset-wise.
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