How to switch investments from one fund to another fund of Axis Mutual Funds?

The invested amount in any particular scheme of Axis Mutual Fund can be switched or transferred to a different scheme of Axis MF. This can either be done as a lump sum or through periodic transfer called STP. An investor needs to fill the form of STP along with the details of the target as well as source scheme.

What is the available frequency of STP in Axis Mutual Fund?

The frequency of STP can be weekly (transferred on every Wednesday), fortnightly (alternate Wednesday) or monthly (1st, 7th, 10th, 15th and 25th day of the month).

How to complete KYC to invest in Axis MF?

The KYC through PAN number is mandatory to invest in Axis Mutual Fund which can either be done offline by sending the physical copy of documents, or it can also be done online in a paperless manner through Video KYC.

What is the proof of investment in Axis Mutual Funds?

The consolidated account statement is proof of investment in mutual funds. This statement is provided by the Axis Mutual Funds and consolidates all the financial transactions in all folios of the investor.

When will I receive the consolidated account statement (CAS)?

The consolidated account statement is dispatched on or before the 10th day of every month through registered email ID.

What are the available dates of Axis SIP?

The available dates for SIP in any scheme of Axis Mutual Fund are the 1st, 7th, 10th, 15th and 25th of every month.

How to analyse the risk associated in a fund?

The risk associated in a mutual fund can be analysed through the parameters like standard deviation and beta. Lower standard deviation means less volatility in the NAV.

How to get an expertâ€™s assistance regarding investment in Axis Mutual Funds?

To get any kind of assistance regarding investment in regular plans of mutual funds, investors can connect with the experts at MySIPonline.

Axis Mutual Fund

Check list of all schemes, latest NAV, Returns and other important information

Total Funds 225
Average annual returns 15.97%

About Axis Mutual Fund

Axis Mutual Fund is the investment branch of Axis Bank, one of India's largest private banks. Founded in 2009, it's a collaboration between Axis Bank and Schroder Singapore Holdings Private Limited (SSHPL). it serves a total of 71 schemes, including 31 equity funds, 26 debt funds, 10 hybrid funds, and 4 commodities. It made history in 1994 as one of the first new private banks to open for business after the Government of India authorized the company's establishment. The bank's formation was the outcome of a partnership between the Administrator of the specified undertaking and the Unit Trust of India. Axis AMC is currently ranked 8th among mutual fund companies based on Assets Under Management (AUM). The flagship plan, Axis Small Cap Fund, has generated an outstanding average annualized return of 23.69% since its inception.

Launched in

04-Sep-2009
AMC Age

15 Years
Website
https://www.axismf.com
Email Address
customerservice@axismf.com

Top Performing Axis Mutual Fund in India for High Return

Snapshot

Returns

Risk

Information

NAV Details

Compare Funds

Short Term

Long Term

SIP

Rolling Term

Axis Value Fund - Regular Plan - Growth Equity	1 Week 2.76%	1 Month 1.81%	3 Months -1.48%	6 Months 14.89%	1 Year 38.63%	Invest
Axis Small Cap Fund - Regular Plan - Growth Equity	1 Week 2.84%	1 Month 2.32%	3 Months 1.57%	6 Months 14.78%	1 Year 29.07%	Invest
Axis Midcap Fund - Regular Plan - Growth Equity	1 Week 2.24%	1 Month 2.62%	3 Months -1.44%	6 Months 9.41%	1 Year 36.35%	Invest
Axis Growth Opportunities Fund - Regular Plan - Growth Equity	1 Week 3.33%	1 Month 2.84%	3 Months -0.46%	6 Months 12.3%	1 Year 32.41%	Invest
Axis Gold Fund - Regular Plan - Growth Option	1 Week -1.91%	1 Month -4.17%	3 Months 5.41%	6 Months 4.32%	1 Year 19.93%	Invest
Axis Quant Fund - Regular Plan - Growth Equity	1 Week 2.7%	1 Month -0.73%	3 Months -6.19%	6 Months 5.82%	1 Year 22.81%	Invest
Axis Nifty 100 Index Fund - Regular Plan - Growth Option	1 Week 2.95%	1 Month 1.29%	3 Months -3.45%	6 Months 8.03%	1 Year 25%	Invest
Axis Balanced Advantage Fund - Regular Plan - Growth Hybrid	1 Week 1.63%	1 Month 1.38%	3 Months 0.54%	6 Months 10.26%	1 Year 25.5%	Invest
Axis Retirement Fund - Dynamic Plan - Regular Growth Equity	1 Week 2.89%	1 Month 1.94%	3 Months -0.25%	6 Months 14.02%	1 Year 32.87%	Invest
AXIS INNOVATION FUND - Regular Plan - Growth Option Equity	1 Week 4.33%	1 Month 3.13%	3 Months 1.57%	6 Months 14.99%	1 Year 35.86%	Invest

Axis Value Fund - Regular Plan - Growth Equity	2 Years 32.03%	3 Years 22.08%	5 Years -	Annual Rt 24.17%	Invest
Axis Small Cap Fund - Regular Plan - Growth Equity	2 Years 28.18%	3 Years 21.17%	5 Years 28.24%	Annual Rt 24.04%	Invest
Axis Midcap Fund - Regular Plan - Growth Equity	2 Years 27.29%	3 Years 17.39%	5 Years 23.3%	Annual Rt 19.16%	Invest
Axis Growth Opportunities Fund - Regular Plan - Growth Equity	2 Years 27.04%	3 Years 15.91%	5 Years 22.41%	Annual Rt 22.34%	Invest
Axis Gold Fund - Regular Plan - Growth Option	2 Years 18.62%	3 Years 15.64%	5 Years 13.84%	Annual Rt 6.09%	Invest
Axis Quant Fund - Regular Plan - Growth Equity	2 Years 20.32%	3 Years 14.37%	5 Years -	Annual Rt 18.84%	Invest
Axis Nifty 100 Index Fund - Regular Plan - Growth Option	2 Years 15.66%	3 Years 13.42%	5 Years 15.8%	Annual Rt 17.91%	Invest
Axis Balanced Advantage Fund - Regular Plan - Growth Hybrid	2 Years 17.75%	3 Years 12.7%	5 Years 12.57%	Annual Rt 10.44%	Invest
Axis Retirement Fund - Dynamic Plan - Regular Growth Equity	2 Years 21.14%	3 Years 12.46%	5 Years -	Annual Rt 15.77%	Invest
AXIS INNOVATION FUND - Regular Plan - Growth Option Equity	2 Years 24.35%	3 Years 12.01%	5 Years -	Annual Rt 18.23%	Invest

Axis Value Fund - Regular Plan - Growth Equity	1 Year -	2 Years -	3 Years -	5 Years -	Invest
Axis Small Cap Fund - Regular Plan - Growth Equity	1 Year -	2 Years -	3 Years -	5 Years -	Invest
Axis Midcap Fund - Regular Plan - Growth Equity	1 Year -	2 Years -	3 Years -	5 Years -	Invest
Axis Growth Opportunities Fund - Regular Plan - Growth Equity	1 Year -	2 Years -	3 Years -	5 Years -	Invest
Axis Gold Fund - Regular Plan - Growth Option	1 Year -	2 Years -	3 Years -	5 Years -	Invest
Axis Quant Fund - Regular Plan - Growth Equity	1 Year -	2 Years -	3 Years -	5 Years -	Invest
Axis Nifty 100 Index Fund - Regular Plan - Growth Option	1 Year -	2 Years -	3 Years -	5 Years -	Invest
Axis Balanced Advantage Fund - Regular Plan - Growth Hybrid	1 Year -	2 Years -	3 Years -	5 Years -	Invest
Axis Retirement Fund - Dynamic Plan - Regular Growth Equity	1 Year -	2 Years -	3 Years -	5 Years -	Invest
AXIS INNOVATION FUND - Regular Plan - Growth Option Equity	1 Year -	2 Years -	3 Years -	5 Years -	Invest

Axis Value Fund - Regular Plan - Growth Equity	1 Year 0%	3 Years 0%	5 Years 0%	Invest
Axis Small Cap Fund - Regular Plan - Growth Equity	1 Year 0%	3 Years 0%	5 Years 0%	Invest
Axis Midcap Fund - Regular Plan - Growth Equity	1 Year 0%	3 Years 0%	5 Years 0%	Invest
Axis Growth Opportunities Fund - Regular Plan - Growth Equity	1 Year 0%	3 Years 0%	5 Years 0%	Invest
Axis Gold Fund - Regular Plan - Growth Option	1 Year 0%	3 Years 0%	5 Years 0%	Invest
Axis Quant Fund - Regular Plan - Growth Equity	1 Year 0%	3 Years 0%	5 Years 0%	Invest
Axis Nifty 100 Index Fund - Regular Plan - Growth Option	1 Year 0%	3 Years 0%	5 Years 0%	Invest
Axis Balanced Advantage Fund - Regular Plan - Growth Hybrid	1 Year 0%	3 Years 0%	5 Years 0%	Invest
Axis Retirement Fund - Dynamic Plan - Regular Growth Equity	1 Year 0%	3 Years 0%	5 Years 0%	Invest
AXIS INNOVATION FUND - Regular Plan - Growth Option Equity	1 Year 0%	3 Years 0%	5 Years 0%	Invest

Axis Value Fund - Regular Plan - Growth Equity	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
Axis Small Cap Fund - Regular Plan - Growth Equity	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
Axis Midcap Fund - Regular Plan - Growth Equity	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
Axis Growth Opportunities Fund - Regular Plan - Growth Equity	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
Axis Gold Fund - Regular Plan - Growth Option	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
Axis Quant Fund - Regular Plan - Growth Equity	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
Axis Nifty 100 Index Fund - Regular Plan - Growth Option	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
Axis Balanced Advantage Fund - Regular Plan - Growth Hybrid	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
Axis Retirement Fund - Dynamic Plan - Regular Growth Equity	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
AXIS INNOVATION FUND - Regular Plan - Growth Option Equity	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest

Axis Value Fund - Regular Plan - Growth Equity	Min SIP ₹100	Min Lumpsum ₹100	Expense Ratio 2.38%	Fund Manager Sachin Relekar	Launch Date 15-Sep 2021	Invest
Axis Small Cap Fund - Regular Plan - Growth Equity	Min SIP ₹100	Min Lumpsum ₹100	Expense Ratio 1.62%	Fund Manager Tejas Sheth	Launch Date 05-Nov 2013	Invest
Axis Midcap Fund - Regular Plan - Growth Equity	Min SIP ₹100	Min Lumpsum ₹100	Expense Ratio 1.57%	Fund Manager Shreyash Devalkar	Launch Date 06-Feb 2011	Invest
Axis Growth Opportunities Fund - Regular Plan - Growth Equity	Min SIP ₹100	Min Lumpsum ₹100	Expense Ratio 1.69%	Fund Manager Shreyash Devalkar	Launch Date 10-Oct 2018	Invest
Axis Gold Fund - Regular Plan - Growth Option	Min SIP ₹100	Min Lumpsum ₹100	Expense Ratio 0.5%	Fund Manager Aditya Pagaria	Launch Date 14-Oct 2011	Invest
Axis Quant Fund - Regular Plan - Growth Equity	Min SIP ₹100	Min Lumpsum ₹100	Expense Ratio 2.17%	Fund Manager Ashish Naik	Launch Date 30-Jun 2021	Invest
Axis Nifty 100 Index Fund - Regular Plan - Growth Option	Min SIP ₹100	Min Lumpsum ₹100	Expense Ratio 0.92%	Fund Manager Ashish Naik	Launch Date 05-Oct 2019	Invest
Axis Balanced Advantage Fund - Regular Plan - Growth Hybrid	Min SIP ₹100	Min Lumpsum ₹100	Expense Ratio 2.03%	Fund Manager Devang Shah	Launch Date 07-Aug 2017	Invest
Axis Retirement Fund - Dynamic Plan - Regular Growth Equity	Min SIP ₹1000	Min Lumpsum ₹5000	Expense Ratio 2.38%	Fund Manager Devang Shah	Launch Date 20-Dec 2019	Invest
AXIS INNOVATION FUND - Regular Plan - Growth Option Equity	Min SIP ₹100	Min Lumpsum ₹100	Expense Ratio 2.22%	Fund Manager Ashish Naik	Launch Date 05-Dec 2020	Invest

Axis Value Fund - Regular Plan - Growth Equity	Latest NAV 18.66(04-12-2024)	Previous NAV 18.66(04-12-2024)	NAV Change 0.376547%	52- Week High NAV -	52- Week Low NAV -	Invest
Axis Small Cap Fund - Regular Plan - Growth Equity	Latest NAV 108.47(04-12-2024)	Previous NAV 108.47(04-12-2024)	NAV Change 0.771089%	52- Week High NAV -	52- Week Low NAV -	Invest
Axis Midcap Fund - Regular Plan - Growth Equity	Latest NAV 113.24(04-12-2024)	Previous NAV 113.24(04-12-2024)	NAV Change 0.774228%	52- Week High NAV -	52- Week Low NAV -	Invest
Axis Growth Opportunities Fund - Regular Plan - Growth Equity	Latest NAV 32.60(03-12-2024)	Previous NAV 32.60(03-12-2024)	NAV Change 0.710534%	52- Week High NAV -	52- Week Low NAV -	Invest
Axis Gold Fund - Regular Plan - Growth Option	Latest NAV 22.6549(04-12-2024)	Previous NAV 22.6549(04-12-2024)	NAV Change 0.227398%	52- Week High NAV -	52- Week Low NAV -	Invest
Axis Quant Fund - Regular Plan - Growth Equity	Latest NAV 16.36(04-12-2024)	Previous NAV 16.36(04-12-2024)	NAV Change -0.0610874%	52- Week High NAV -	52- Week Low NAV -

Axis Value Fund - Regular Plan - Growth Equity	Lumpsum 3Y P.a 22.08%	SIP 3Y P.a. 29.48%	Return Vs Category Medium	Risk Vs Category Low	Invest
Axis Small Cap Fund - Regular Plan - Growth Equity	Lumpsum 3Y P.a 21.17%	SIP 3Y P.a. 25.78%	Return Vs Category Low	Risk Vs Category Average	Invest
Axis Midcap Fund - Regular Plan - Growth Equity	Lumpsum 3Y P.a 17.39%	SIP 3Y P.a. 24.5%	Return Vs Category Low	Risk Vs Category Average	Invest
Axis Growth Opportunities Fund - Regular Plan - Growth Equity	Lumpsum 3Y P.a 15.91%	SIP 3Y P.a. 22.77%	Return Vs Category Low	Risk Vs Category Low	Invest
Axis Gold Fund - Regular Plan - Growth Option	Lumpsum 3Y P.a 15.64%	SIP 3Y P.a. 18.98%	Return Vs Category Low	Risk Vs Category Average	Invest
Axis Quant Fund - Regular Plan - Growth Equity	Lumpsum 3Y P.a 14.37%	SIP 3Y P.a. 19.08%	Return Vs Category Low	Risk Vs Category High	Invest
Axis Nifty 100 Index Fund - Regular Plan - Growth Option	Lumpsum 3Y P.a 13.42%	SIP 3Y P.a. 16.39%	Return Vs Category Low	Risk Vs Category High	Invest
Axis Balanced Advantage Fund - Regular Plan - Growth Hybrid	Lumpsum 3Y P.a 12.7%	SIP 3Y P.a. 17.2%	Return Vs Category High	Risk Vs Category High	Invest
Axis Retirement Fund - Dynamic Plan - Regular Growth Equity	Lumpsum 3Y P.a 12.46%	SIP 3Y P.a. 19.74%	Return Vs Category High	Risk Vs Category Average	Invest
AXIS INNOVATION FUND - Regular Plan - Growth Option Equity	Lumpsum 3Y P.a 12.01%	SIP 3Y P.a. 21.24%	Return Vs Category Low	Risk Vs Category High	Invest