Axis Mutual Fund

Invest in the best axis mutual fund via SIP

Total Funds 79
Average annual returns 4.66%

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 72 schemes, including 32 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 22.80% 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 Returns

Returns

SIP Returns

Risk

Information

NAV Details

Data in this table : Get historical returns. If 1Y column is 10% that means, fund has given 10% returns in last 1 year.

Select date points :

Submit

Fund Name	AUM (Cr.)	Fund Age	1W	1M	3M	6M	YTD	1Y	2Y	3Y	5Y	10Y
Axis Gold Fund - Regular Plan - Growth Option	699.09	13 years	-3.36%	7.76%	17.18%	20.09%	23.58%	29.7%	24.49%	20.89%	13.5%	11.67%	Invest
Axis Silver ETF	164.28	2 years	4.25%	6.41%	-1.01%	11.8%	8.82%	28.47%	14.89%	-	-	-	Invest
Axis Silver Fund of Fund -Regular Plan- Growth Option	69.73	2 years	2.48%	-2.98%	7.66%	-0.33%	12.68%	19.04%	13.5%	-	-	-	Invest
Axis Long Duration Fund - Regular Plan - Growth	528.62	2 years	0.25%	2.35%	4.46%	5.86%	5.35%	13.18%	9.73%	-	-	-	Invest
Axis Balanced Advantage Fund - Regular Plan - Growth	2652.06	7 years	0.29%	2.39%	3.67%	1.58%	1.38%	13.12%	19.3%	14.19%	14.2%	-	Invest
Axis Gilt Fund - Regular Plan - Growth Option	934.26	13 years	0.04%	2.37%	4.59%	6.36%	5.52%	12.82%	9.84%	8.35%	6.61%	7.54%	Invest
AXIS CRISIL IBX SDL June 2034 Debt Index Fund-Reg (G)	14.87	1 years	0.11%	2.48%	4.57%	6.31%	5.36%	12.63%	-	-	-	-	Invest
AXIS CRISIL IBX SDL June 2034 Debt Index Fund-Reg (G)	14.87	1 years	0.11%	2.48%	4.57%	6.31%	5.36%	12.63%	-	-	-	-	Invest
Axis Floater Fund - Regular Plan - Growth	233.61	3 years	0.02%	2.08%	4.3%	6.12%	5.18%	12.28%	9.46%	8.22%	-	-	Invest
Axis Multicap Fund - Regular Plan - Growth	6748.6	3 years	-0.9%	2.03%	1.28%	-4.27%	-7.68%	11.94%	29.42%	20.7%	-	-	Invest
Axis Children's Fund - Lock in - Growth	897.24	9 years	0.1%	2.63%	3.55%	-0.48%	-0.42%	11.75%	13.99%	8.74%	15.3%	-	Invest
Axis NASDAQ 100 Fund of Fund - Regular Plan - Growth	168.93	2 years	6.21%	-0.3%	-10.64%	-3.99%	-9.32%	11.32%	22.95%	-	-	-	Invest
Axis Dynamic Bond Fund - Regular Plan - Growth Option	1366.81	14 years	0.06%	2.18%	4.18%	5.93%	5.03%	11.03%	8.6%	7.66%	6.9%	7.58%	Invest
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option	1529.76	6 years	0.05%	2.69%	3.98%	-0.9%	0.15%	10.88%	15.43%	9.96%	15.77%	-	Invest
Axis Value Fund - Regular Plan - Growth	784.67	3 years	-0.23%	2.35%	1.99%	-4.23%	-5.83%	10.81%	28.08%	21.3%	-	-	Invest
Axis Income Advantage Fund of Funds - Regular Plan - Monthly IDCW	146.13	5 years	0.1%	1.49%	3.15%	4.99%	4.1%	10.8%	8.44%	7.52%	7.17%	-	Invest
Axis Income Advantage Fund of Funds- Regular Plan - Growth Option	137.62	5 years	0.1%	1.49%	3.15%	4.99%	4.1%	10.8%	8.44%	7.52%	7.17%	-	Invest
Axis US Treasury Dynamic Bond ETF Fund of Fund - Reg (G)	60.6	1 years	1.61%	0.69%	2.29%	4.82%	3.72%	10.68%	-	-	-	-	Invest
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option	874.46	4 years	5.79%	-0.89%	-6.53%	1.08%	-2.12%	10.55%	16.44%	12.54%	-	-	Invest
Axis Conservative Hybrid Fund - Regular Plan - Growth Option	266.92	14 years	0.21%	2.02%	3.82%	3.85%	3.97%	10.23%	9.33%	7.28%	9.26%	7.02%	Invest

Fund Name	AUM (Cr.)	Risk	1W	1M	3M	6M	YTD	1Y	2Y	3Y	5Y	10Y

Fund Name	May-2025	Apr-2025	Mar-2025	Feb-2025	Jan-2025	Dec-2024	Nov-2024	Oct-2024	Sep-2024	Aug-2024	Jul-2024	Jun-2024

Fund Name	2025-Q2	2025-Q1	2024-Q4	2024-Q3	2024-Q2	2024-Q1	2023-Q4	2023-Q3	2023-Q2	2023-Q1	2022-Q4	2022-Q3

Fund Name	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013

Fund Name	AUM (Cr.)	Risk	1W	1M	3M	6M	YTD	1Y	2Y	3Y	5Y	10Y

Fund Name	AUM (Cr.)	Initial NAV	Final NAV	NAV Change	Absolute Ret.	Annalized Ret.

Fund Name	AUM (Cr.)	Risk	6M	1Y	2Y	3Y	5Y	10Y	From Launch
Axis Gold Fund - Regular Plan - Growth Option	699.09	High	17.76%	50.82%	35.9%	29.09%	20.61%	15.69%	12%	Invest
Axis Silver ETF	164.28	Very High	-	-	-	-	-	-	-	Invest
Axis Silver Fund of Fund -Regular Plan- Growth Option	69.73	Very High	6.23%	16.37%	19.53%	-	-	-	19.09%	Invest
Axis Long Duration Fund - Regular Plan - Growth	528.62	Moderate	4.48%	12.29%	11.3%	-	-	-	10.93%	Invest
Axis Balanced Advantage Fund - Regular Plan - Growth	2652.06	Very High	2.28%	4.99%	13.97%	15.41%	13.48%	-	11.63%	Invest
Axis Gilt Fund - Regular Plan - Growth Option	934.26	Moderate	4.59%	13.31%	11.51%	10.2%	7.91%	7.67%	7.68%	Invest
AXIS CRISIL IBX SDL June 2034 Debt Index Fund-Reg (G)	14.87	Moderate	4.13%	12.91%	-	-	-	-	12.8%	Invest
AXIS CRISIL IBX SDL June 2034 Debt Index Fund-Reg (G)	14.87	Moderate	4.13%	12.91%	-	-	-	-	12.8%	Invest
Axis Floater Fund - Regular Plan - Growth	233.61	Low to Moderate	4.31%	12.78%	10.96%	9.82%	-	-	9.02%	Invest
Axis Multicap Fund - Regular Plan - Growth	6748.6	Moderately High	-1.1%	-5.24%	15.46%	21.33%	-	-	20.48%	Invest
Axis Children's Fund - Lock in - Growth	897.24	Very High	1.83%	1.86%	9.89%	10.93%	10.45%	-	10.69%	Invest
Axis NASDAQ 100 Fund of Fund - Regular Plan - Growth	168.93	Very High	-9.08%	-8.82%	9.35%	-	-	-	15.48%	Invest
Axis Dynamic Bond Fund - Regular Plan - Growth Option	1366.81	Moderate	4.2%	12.3%	10.14%	9.22%	7.33%	7.45%	7.74%	Invest
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option	1529.76	Very High	2.21%	1.97%	10.71%	11.94%	11.25%	-	11.65%	Invest
Axis Value Fund - Regular Plan - Growth	784.67	Very High	-0.62%	-4.86%	14.81%	21.29%	-	-	20%	Invest
Axis Income Advantage Fund of Funds - Regular Plan - Monthly IDCW	146.13	Moderately High	3.43%	10.55%	9.63%	8.84%	7.41%	-	7.38%	Invest
Axis Income Advantage Fund of Funds- Regular Plan - Growth Option	137.62	Moderately High	3.43%	10.55%	9.63%	8.84%	7.41%	-	7.38%	Invest
Axis US Treasury Dynamic Bond ETF Fund of Fund - Reg (G)	60.6	Very High	1.55%	6.32%	-	-	-	-	6.53%	Invest
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option	874.46	Very High	-5.91%	-3.45%	9.44%	12.61%	-	-	10.67%	Invest
Axis Conservative Hybrid Fund - Regular Plan - Growth Option	266.92	Moderately High	3.38%	8.25%	8.89%	8.68%	7.74%	7.3%	7.65%	Invest

Fund Name	Risk	Standard Deviation	Alpha	Beta	Sharpe Ratio
Axis Gold Fund - Regular Plan - Growth Option	High	11.278%	-	-	0.941%	Invest
Axis Silver ETF	Very High	22.9%	-	-	-	Invest
Axis Silver Fund of Fund -Regular Plan- Growth Option	Very High	-	-	-	-	Invest
Axis Long Duration Fund - Regular Plan - Growth	Moderate	-	-	-	-	Invest
Axis Balanced Advantage Fund - Regular Plan - Growth	Very High	8.096%	-	-	0.607%	Invest
Axis Gilt Fund - Regular Plan - Growth Option	Moderate	2.132%	-	0.805%	-	Invest
AXIS CRISIL IBX SDL June 2034 Debt Index Fund-Reg (G)	Moderate	-	-	-	-	Invest
AXIS CRISIL IBX SDL June 2034 Debt Index Fund-Reg (G)	Moderate	-	-	-	-	Invest
Axis Floater Fund - Regular Plan - Growth	Low to Moderate	1.645%	-	8.45%	0.387%	Invest
Axis Multicap Fund - Regular Plan - Growth	Moderately High	14.263%	4.882%	0.949%	0.881%	Invest
Axis Children's Fund - Lock in - Growth	Very High	10.93%	-	-	-	Invest
Axis NASDAQ 100 Fund of Fund - Regular Plan - Growth	Very High	-	-	-	-	Invest
Axis Dynamic Bond Fund - Regular Plan - Growth Option	Moderate	2.295%	-	1.07%	-	Invest
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option	Very High	11.361%	-	1.138%	0.081%	Invest
Axis Value Fund - Regular Plan - Growth	Very High	14.624%	4.878%	1.009%	0.892%	Invest
Axis Income Advantage Fund of Funds - Regular Plan - Monthly IDCW	Moderately High	1.783%	-	-	0.077%	Invest
Axis Income Advantage Fund of Funds- Regular Plan - Growth Option	Moderately High	1.783%	-	-	0.077%	Invest
Axis US Treasury Dynamic Bond ETF Fund of Fund - Reg (G)	Very High	-	-	-	-	Invest
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option	Very High	13.547%	-	-	0.555%	Invest
Axis Conservative Hybrid Fund - Regular Plan - Growth Option	Moderately High	4.135%	-	1.16%	-	Invest

Fund Name	Min SIP	Min Lumpsum	Expense Ratio	Fund Manager	Launch Date
Axis Gold Fund - Regular Plan - Growth Option	₹100	₹100	0.5%	Aditya Pagaria	20-Oct 2011	Invest
Axis Silver ETF	₹100	₹100	0.37%	Aditya Pagaria	20-Sep 2022	Invest
Axis Silver Fund of Fund -Regular Plan- Growth Option	₹1000	₹5000	0.71%	Aditya Pagaria	20-Sep 2022	Invest
Axis Long Duration Fund - Regular Plan - Growth	₹1000	₹5000	0.76%	Devang Shah	27-Dec 2022	Invest
Axis Balanced Advantage Fund - Regular Plan - Growth	₹100	₹100	2%	Devang Shah	01-Aug 2017	Invest
Axis Gilt Fund - Regular Plan - Growth Option	₹1000	₹5000	0.8%	Devang Shah	23-Jan 2012	Invest
AXIS CRISIL IBX SDL June 2034 Debt Index Fund-Reg (G)	₹1000	₹5000	0.45%	Hardik Shah	12-Mar 2024	Invest
AXIS CRISIL IBX SDL June 2034 Debt Index Fund-Reg (G)	₹1000	₹5000	0.45%	Hardik Shah	12-Mar 2024	Invest
Axis Floater Fund - Regular Plan - Growth	₹1000	₹5000	0.53%	Aditya Pagaria	29-Jul 2021	Invest
Axis Multicap Fund - Regular Plan - Growth	₹100	₹100	1.81%	Shreyash Devalkar	16-Dec 2021	Invest
Axis Children's Fund - Lock in - Growth	₹1000	₹5000	2.28%	Devang Shah	08-Dec 2015	Invest
Axis NASDAQ 100 Fund of Fund - Regular Plan - Growth	₹100	₹100	0.69%	Krishnaa N	01-Nov 2022	Invest
Axis Dynamic Bond Fund - Regular Plan - Growth Option	₹1000	₹5000	0.64%	Devang Shah	27-Apr 2011	Invest
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option	₹100	₹500	2.16%	Devang Shah	09-Aug 2018	Invest
Axis Value Fund - Regular Plan - Growth	₹100	₹100	2.33%	Sachin Relekar	22-Sep 2021	Invest
Axis Income Advantage Fund of Funds - Regular Plan - Monthly IDCW	₹100	₹100	0.48%	Devang Shah	29-Jan 2020	Invest
Axis Income Advantage Fund of Funds- Regular Plan - Growth Option	₹100	₹100	0.48%	Devang Shah	29-Jan 2020	Invest
Axis US Treasury Dynamic Bond ETF Fund of Fund - Reg (G)	₹100	₹500	0.15%	Krishnaa N	22-Dec 2023	Invest
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option	₹100	₹100	1.63%	Krishnaa N	24-Sep 2020	Invest
Axis Conservative Hybrid Fund - Regular Plan - Growth Option	₹100	₹500	2.2%	Devang Shah	16-Jul 2010	Invest

Fund Name	Current NAV	Previous NAV	1D NAV Change	52- Week High NAV	52- Week Low NAV
Axis Gold Fund - Regular Plan - Growth Option	28.1521 (29-04-2025)	27.8085 (28-04-2025)	1.24%	29.1295	20.577	Invest
Axis Silver ETF	98.1249 (29-04-2025)	96.7893 (28-04-2025)	1.38%	-	-	Invest
Axis Silver Fund of Fund -Regular Plan- Growth Option	16.9685 (29-04-2025)	16.7295 (28-04-2025)	1.43%	17.4893	13.908	Invest
Axis Long Duration Fund - Regular Plan - Growth	1253.7366 (29-04-2025)	1248.0880 (28-04-2025)	0.45%	1254.37	1110.14	Invest
Axis Balanced Advantage Fund - Regular Plan - Growth	20.60 (29-04-2025)	20.58 (28-04-2025)	0.1%	20.97	17.92	Invest
Axis Gilt Fund - Regular Plan - Growth Option	25.8577 (29-04-2025)	25.7488 (28-04-2025)	0.42%	25.8808	22.9634	Invest
AXIS CRISIL IBX SDL June 2034 Debt Index Fund-Reg (G)	11.2884 (29-04-2025)	11.2707 (28-04-2025)	0.16%	11.2884	10.0405	Invest
AXIS CRISIL IBX SDL June 2034 Debt Index Fund-Reg (G)	11.2884 (29-04-2025)	11.2707 (28-04-2025)	0.16%	11.2884	10.0405	Invest
Axis Floater Fund - Regular Plan - Growth	1302.9214 (29-04-2025)	1298.6149 (28-04-2025)	0.33%	1303.83	1162.31	Invest
Axis Multicap Fund - Regular Plan - Growth	16.59 (29-04-2025)	16.58 (28-04-2025)	0.06%	18.68	14.44	Invest
Axis Children's Fund - Lock in - Growth	25.2132 (29-04-2025)	25.1737 (28-04-2025)	0.16%	26.6427	22.2265	Invest
Axis NASDAQ 100 Fund of Fund - Regular Plan - Growth	17.5004 (29-04-2025)	17.3497 (28-04-2025)	0.87%	20.3544	15.4555	Invest
Axis Dynamic Bond Fund - Regular Plan - Growth Option	29.6705 (29-04-2025)	29.5717 (28-04-2025)	0.33%	29.68	26.7425	Invest
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option	19.87 (29-04-2025)	19.86 (28-04-2025)	0.05%	21.09	17.62	Invest
Axis Value Fund - Regular Plan - Growth	17.43 (29-04-2025)	17.44 (28-04-2025)	-0.06%	19.4	15.35	Invest
Axis Income Advantage Fund of Funds - Regular Plan - Monthly IDCW	14.3043 (29-04-2025)	14.2843 (28-04-2025)	0.14%	14.3043	12.9314	Invest
Axis Income Advantage Fund of Funds- Regular Plan - Growth Option	14.3051 (29-04-2025)	14.2851 (28-04-2025)	0.14%	14.3051	12.9321	Invest
Axis US Treasury Dynamic Bond ETF Fund of Fund - Reg (G)	10.6858 (29-04-2025)	10.6356 (28-04-2025)	0.47%	10.8888	9.6756	Invest
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option	17.2462 (29-04-2025)	17.2798 (28-04-2025)	-0.19%	19.0668	15.0715	Invest
Axis Conservative Hybrid Fund - Regular Plan - Growth Option	29.8296 (29-04-2025)	29.7708 (28-04-2025)	0.2%	29.8296	27.0904	Invest

Axis Mutual Fund Return Calculator

What you would like to Calculate?

Historical Returns

Future Value

Select Fund

Select Investment Type

SIP

Lumpsum

SIP amount (Monthly)

Tenure

Lumpsum amount

Tenure

Invested Amt.

Net Profit

Total Wealth

Scheme Return Analysis Start SIP

Select Investment Type

SIP

Lumpsum

Target Amount

SIP amount (Monthly)

Tenure (Years)

Annual Returns

Lumpsum Amount

Tenure(Years)

Annual Returns

Target Amount

Tenure (Years)

Annual Returns

Invested Amount
Estimated Returns

Invested Amount ₹43,855
Interest Earned ₹6,145

Explore Other Popular Calculators

SWP Calculator STP Calculator TAX Planning Calculator SIP Planner Retirement Calculator Child Future Calculator

View All Calculators

Comparison of Top Axis Mutual Fund

Axis Multicap Fund - Regular Plan - Growth 3Y Returns 20.7% VS

Nippon India Multi Cap Fund-Growth Plan-Bonus Option 3Y Returns 25.99%

Axis Short Duration Fund - Regular Plan - Growth Option 3Y Returns 7.13% VS

Sundaram Short Duration Fund Regular Growth 3Y Returns 6.98%

Axis Income Advantage Fund of Funds- Regular Plan - Growth Option 3Y Returns 7.52% VS

ICICI Prudential Income Plus Arbitrage Active FOF - Growth 3Y Returns 11.38%

Axis Money Market Fund - Regular Plan - Growth Option 3Y Returns 7.16% VS

Nippon India Money Market Fund-Growth Plan-Growth Option 3Y Returns 7.21%

Key Information of Axis Mutual Fund Top 5 Axis Mutual Funds For High Growth In 2025 Fund Managers of Axis MF (Mutual Funds)How to Select Axis Mutual Fund?How to Invest in Axis Mutual Fund via MySIPonline?What is the Taxation on Axis Mutual Fund?

Key Information of Axis Mutual Fund

Here are the key details about the axis mutual fund AMC you should know:

Mutual Fund Name	Axis Mutual Fund
AMC Name	Axis Asset Management Company Limited
AMC Step Up Date	4th September 2009
Incorporation Date	13th January 2009
AMC Age	15 Years
Trustee Organisation	Axis Mutual Fund Trustee Limited
Sponsor Name	Axis Bank Limited
MD & CEO	Mr. B Gopkumar
Investors Service Officer	Ms. Millind Vengurlekar

History of Axis Mutual Fund

Axis Mutual Fund is an Indian asset management company that emerged in 2009; it is a trust established under the Indian Trusts Act of 1882.

In September 2019, it expanded the no. of schemes it offered by introducing an index fund, the Axis Nifty 100 Index Fund, based on the Nifty 100.

This was followed by the launch of the ESG (Environmental, Social and Governance) fund on January 22, 2020, showcasing the company's commitment to responsible and sustainable investment practices. Axis Mutual Funds initiated its operations in 2009, introducing the Axis Equity Fund, its inaugural equity scheme.

Top 5 Axis Mutual Funds For High Growth In 2025

Here are the Top 5 Axis Mutual Funds to begin your SIP now:

Fund Name	Launch Date	Category	AUM (cr)	3 Yrs Returns	5 Yrs Returns
Axis Small Cap Fund	05-11-2013	Equity: Small Cap	Rs. 24,760	16.52%	23.51%
Axis Growth Opp Fund	10-10-2018	Equity: Large & Mid Cap	Rs. 14,099	16.33%	21.19%
Axis Midcap Fund	06-02-2011	Equity: Mid Cap	Rs. 30,827	14.94%	20.10%
Axis Gold Fund	14-10-2011	Fund of Funds-Domestic-Gold	Rs. 707	18.64%	14.48%
Axis Money Market Fund	05-08-2019	Debt: Money Market	Rs. 15,979	6.74%	5.98%

* As on 01-02-2025

Fund Managers of Axis MF (Mutual Funds)

Below is a list of the expert Mutual Funds manager who looks after the Axis MF performance:

Fund Manager	Category	Total Experience (Yrs.)
R Sivakumar	Debt	21
Sachin Jain	Debt/Hybrid	16
Devang Shah	Debt/Hybrid	21
Aditya Pagaria	Debt/Hybrid	18
Shreyas Devalkar	Equity	17
Mayank Hyanki	Equity	10
Tejas Sheth	Equity	20
Sachin Relakar	Equity	23
Nitin Arora	Equity	10
Hardik Shah	Equity/Debt/Hybrid	16
Ashish Naik	Equity/Hybrid	22
Ashish Naik	Equity/Hybrid	22
Krishnaa N	Equity/Hybrid	1
Jayesh Sundar	Equity/Hybrid	6

* As On 01-02-2025

How to Select Axis Mutual Fund?

To choose the Best Axis Mutual Fund follow these steps:

Decide on specific investing targets that are in line with your reachable objectives.
Determine your level of risk tolerance and set limits for your financial choices.
Spread your money over several industries by embracing diversification.
Become knowledgeable by doing extensive study before investing in a certain fund.
Keep a close eye on your investments and change as required.
Seek expert guidance when navigating mutual fund market's swings.
Your investments are protected when they are properly monitored.

Pro Tip: Aim for wealth using the SIP Calculator, quick pass to future returns.

How to Invest in Axis Mutual Fund via MySIPonline?

MySIPonline's user-friendly portal makes it easy to invest in Axis Mutual Funds in the following ways:

Go to MySIPonline & pick from a list of Top Axis Mutual Funds according to your investing objectives.
Add your selected fund, create a free account and enter the essential personal information.
Complete your profile after signing up online and paperless KYC procedure.
The required papers are PAN, Aadhar card, signature and bank proof.
Finalize your payment and wait for confirmation of your investment.
Keep track of your assets easily with your mysiponline.com account.

In short, investing via SIP is a paperless and strategic way to build yourself a strong wealth.

What is the Taxation on Axis Mutual Fund?

If you invest in Axis Mutual Fund, the tax on your gains depends on the type of fund and how long you hold it:

Equity Funds:

Short-Term Gains (STCG):If you sell within 1 year, the tax is 20%.
Long-Term Gains (LTCG):If you have held for more than 1 year and your gains are over Rs1.25 lakh, the tax is 12.5%.

Debt Funds:

Short-Term Gains (STCG):If sold before 3 years, tax is according to your income tax slab.
Long-Term Gains (LTCG):If held for more than 3 years, the tax is 20% with some inflation adjustments.

Pro Tip: Calculate within min via Tax Calculator, how much tax you are in for.

Frequently Asked Questions

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.

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.

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.

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.

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).

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.

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 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.