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Axis Mutual Fund: Overview

Axis Mutual Fund is one the leading asset management companies in India. It is an alliance between Axis Bank Ltd and Schroder Investment Management (Singapore).


Axis Bank Ltd


Axis Bank is India’s third largest private sector bank which began operations in 1994 in alliance with the Administrator of the Specified Undertaking of the Unit Trust India (SUUTI), Life Insurance Corporation of India (LIC) and five other insurance companies. Axis bank has a strong presence in retail banking, wholesale banking, capital markets and treasury businesses.


With an extensive distribution network comprising 3,006 branches and over 12,781 ATMs, Axis Bank has a global presence with branches in overseas locations such as Singapore, Hong Kong, DIFC-Dubai, Colombo and Shanghai, and representative offices in Dubai and  Abu Dhabi.


About Schroder Investment Management (Singapore)


Schroder Investment Management Limited (SIMSL) has a 25% stake in Axis Mutual Fund through its wholly owned subsidiary, Schroder Singapore Holdings Private Limited (SSHPL).


Schroders Plc was incorporated in the year 1804 and is headquartered in London.  Schroders has developed and focused 100% on asset management. It currently manages £343.8 billion (EUR 413.7 billion/US $459.6 billion) globally on behalf of institutional and the retail investors, reputed financial institutions and high net-worth individual clients.


Highlights of Axis Mutual Fund
 

  • It is among one of the fastest-growing AMCs with an average AUM of Rs 40,946 crores.
  • Currently, Axis MF has more than 18 lakh active investor accounts in more than 54 schemes
  • A strong and widespread network in more than 75 cities across India.
  • A customer-centric approach with long-term relationships and outside-in view for enduring wealth creation.
  • At Axis Mutual Fund, the investor is always at the heart of every single decision and thus communicates in the language of the individual investor.

Salient features of Axis MF Product

  • Axis Equity Fund emphasizes on keeping volatility lower than that of the Nifty.
  • Axis Long Term Equity Fund Long term focuses on accumulating investments in top quality businesses across the market cap.
  • Axis Midcap Fund Investment focuses primarily on Midcap companies.
  • Axis Focused 25 Fund Invest in a resolute portfolio of selective equity & related instruments of up to top 25 companies.
  • Axis Equity Saver Fund Asset allocates funds across various asset classes and achieves realistic returns while lowering down risk.
  • Axis Children Fund is basically a Gift Fund which emphasizes on long-term investment habits to help one save for children’s future needs.
  • Axis Triple Advantage Fund has a diversified allocation across three asset classes that have a lower correlation.
  • Axis Income Saver fund comes with a dual objective of creating income as well as capital gains while attempting to manage market-related risks.
  • Axis Gold Fund is an easy and hassle-free way for investing in Gold.
  • Axis Liquid Fund is a perfect investment destination for those who want to invest their surplus cash for very short term.
  • Axis Treasury Advantage Fund is an apt solution to invest surplus cash for a shorter term.
  • Axis Short Term Fund brings risk adjusted returns with customized tenure between 3 months to 3 years
  • Axis Fixed Income Opportunities Fund focuses on creating regular returns by investing in various debt & money market instruments across the credit spectrum & yield curve.
  • Axis Dynamic Bond Fund is an income fund with complete return focus vide investments in the best market ideas at any point in time.
  • Axis Banking Debt Fund tries to generate best possible returns and liquidity through investing in bank corporate deposits (CDs).

Fund managers @ Axis MF

  • Mr. Jinesh Gopani (Head – Equity)  An M.M.S  Degree holder in Finance from the Mumbai University, Mr. Jinesh Gopani possesses an experience of over 15 years in the capital markets. He has been Previously associated with  Birla Sun Life Mutual Fund and Voyager Capital.
     
  • Ashwin Patni (Head Products and Fund Manager). With an extensive experience of more than 15 years in banking and capital markets, Ashwin Patni is a post graduate from IIM Calcutta and B.E. in Metallurgy. He has been previously associated with IDFC AMC, Standard Chartered AMC, and ICICI Bank.
     
  • Ashish Naik (Fund Manager – Equity) with an experience of more than 9 years as an equity analyst, Ashish Naik is an MBA from XLRI, Jamshedpur, and B.E. from University of Mumbai. He has been previously associated with Goldman Sachs.
     
  • R Sivakumar (Head - Fixed Income) an engineering graduate from IIT Madras and PGDM from IIM Ahmedabad, R Sivakumar, possesses vast experience of more than 18 years in the Indian asset management industry across various asset classes. He has been previously associated with fixed income funds at Sundaram and ABN AMRO Mutual Funds.
     
  • Devang Shah (Sr. Fund Manager - Fixed Income)  Devang Shah is a Bachelor of Commerce & CA with an experience of almost  12 years as an analyst and fund manager. He has been previously associated with Pricewaterhouse Coopers, Deutsche AMC & ICICI Prudential AMC.
     
  • Aditya Pagaria (Fund Manager - Fixed Income) Aditya Pagaria is a Bachelor in Management Studies and Post Graduate Diploma in Business Management with more than 9 years of market experience. He has been previously associated with ICICI Prudential Asset Management Co. Ltd.

Fund Snapshot – Top Funds @ Axis MF

S.no

Fund Name

Fund Type

Plan

1

AXIS EQUITY FUND

EQUITY FUND

DIRECT DIVIDEND

2

AXIS EQUITY FUND

EQUITY FUND

DIRECT GROWTH

3

AXIS EQUITY FUND

EQUITY FUND

DIVIDEND OPTION

4

AXIS EQUITY FUND

EQUITY FUND

GROWTH

5

AXIS LONG TERM EQUITY FUND

EQUITY FUND

DIRECT DIVIDEND

6

AXIS LONG TERM EQUITY FUND

EQUITY FUND

DIRECT GROWTH

7

AXIS LONG TERM EQUITY FUND

EQUITY FUND

DIVIDEND

8

AXIS LONG TERM EQUITY FUND

EQUITY FUND

GROWTH

9

AXIS EQUITY SAVER FUND

EQUITY FUND

DIRECT GROWTH

10

AXIS EQUITY SAVER FUND

EQUITY FUND

DIRECT MONTHLY DIVIDEND

11

AXIS EQUITY SAVER FUND

EQUITY FUND

DIRECT QUARTERLY DIVIDEND

12

AXIS EQUITY SAVER FUND

EQUITY

DIRECT REGULAR DIVIDEND

13

AXIS EQUITY SAVER FUND

EQUITY FUND

GROWTH

14

AXIS EQUITY SAVER FUND

EQUITY FUND

MONTHLY DIVIDEND

15

AXIS EQUITY SAVER FUND

EQUITY FUND

QUARTERLY DIVIDEND

16

AXIS EQUITY SAVER FUND

EQUITY

REGULAR DIVIDEND

17

AXIS TRIPLE ADVANTAGE FUND

HYBRID

DIRECT DIVIDEND

18

AXIS TRIPLE ADVANTAGE FUND

HYBRID

DIRECT GROWTH

19

AXIS TRIPLE ADVANTAGE FUND

HYBRID

DIVIDEND

20

AXIS TRIPLE ADVANTAGE FUND

HYBRID

GROWTH

21

AXIS INCOME SAVER

HYBRID

ANNUAL DIVIDEND

22

AXIS INCOME SAVER

HYBRID

DIRECT ANNUAL DIVIDEND

23

AXIS INCOME SAVER

HYBRID

DIRECT GROWTH

24

AXIS INCOME SAVER

HYBRID

DIRECT HALF YEARLY DIVIDEND

25

AXIS INCOME SAVER

HYBRID

DIRECT QUARTERLY DIVIDEND

26

AXIS INCOME SAVER

HYBRID

GROWTH

27

AXIS INCOME SAVER

HYBRID

HALF YEARLY DIVIDEND

28

AXIS INCOME SAVER

HYBRID

QUARTERLY DIVIDEND

29

AXIS DYNAMIC BOND FUND

DEBT FUND

DIRECT GROWTH

30

AXIS DYNAMIC BOND FUND

DEBT FUND

DIRECT HALF YEARLY DIVIDEND

31

AXIS DYNAMIC BOND FUND

DEBT FUND

DIRECT QUARTERLY DIVIDEND

32

AXIS DYNAMIC BOND FUND

DEBT FUND

GROWTH

33

AXIS DYNAMIC BOND FUND

DEBT FUND

HALF YEARLY DIVIDEND

34

AXIS DYNAMIC BOND FUND

DEBT FUND

QUARTERLY DIVIDEND

35

AXIS FIXED INCOME OPPORTUNITIES FUND

DEBT

DIRECT GROWTH

36

AXIS FIXED INCOME OPPORTUNITIES FUND

DEBT

DIRECT MONTHLY DIVIDEND

37

AXIS FIXED INCOME OPPORTUNITIES FUND

DEBT

DIRECT WEEKLY DIVIDEND

38

AXIS FIXED INCOME OPPORTUNITIES FUND

DEBT FUND

GROWTH

39

AXIS FIXED INCOME OPPORTUNITIES FUND

DEBT

MONTHLY DIVIDEND

40

AXIS FIXED INCOME OPPORTUNITIES FUND

DEBT

WEEKLY DIVIDEND

41

AXIS MID CAP FUND

EQUITY FUND

DIRECT DIVIDEND

42

AXIS MID CAP FUND

EQUITY FUND

DIRECT GROWTH

43

AXIS MID CAP FUND

EQUITY FUND

DIVIDEND

44

AXIS MID CAP FUND

EQUITY FUND

GROWTH

45

AXIS FOCUSED 25 FUND

EQUITY FUND

DIRECT DIVIDEND

46

AXIS FOCUSED 25 FUND

EQUITY FUND

DIRECT GROWTH

47

AXIS FOCUSED 25 FUND

EQUITY FUND

DIVIDEND OPTION

48

AXIS FOCUSED 25 FUND

EQUITY FUND

GROWTH

49

AXIS INCOME FUND

DEBT FUND

DIRECT GROWTH

50

AXIS INCOME FUND

DEBT FUND

DIRECT HALF YEARLY DIVIDEND

51

AXIS INCOME FUND

DEBT FUND

DIRECT QUARTERLY DIVIDEND

52

AXIS INCOME FUND

DEBT FUND

GROWTH

53

AXIS INCOME FUND

DEBT FUND

HALF YEARLY DIVIDEND

54

AXIS INCOME FUND

DEBT FUND

QUARTERLY DIVIDEND

55

AXIS SHORT TERM FUND

DEBT FUND

BONUS

56

AXIS SHORT TERM FUND

DEBT FUND

DIRECT GROWTH

57

AXIS SHORT TERM FUND

DEBT FUND

DIRECT MONTHLY DIVIDEND

58

AXIS SHORT TERM FUND

DEBT

DIRECT REGULAR DIVIDEND

59

AXIS SHORT TERM FUND

DEBT FUND

DIRECT WEEKLY DIVIDEND

60

AXIS SHORT TERM FUND

DEBT FUND

GROWTH

61

AXIS SHORT TERM FUND

DEBT FUND

MONTHLY DIVIDEND

62

AXIS SHORT TERM FUND

DEBT

REGULAR DIVIDEND

63

AXIS SHORT TERM FUND

DEBT FUND

RETAIL GROWTH

64

AXIS SHORT TERM FUND

DEBT FUND

RETAIL MONTHLY DIVIDEND

65

AXIS SHORT TERM FUND

DEBT FUND

RETAIL REGULAR DIVIDEND

66

AXIS SHORT TERM FUND

DEBT FUND

WEEKLY DIVIDEND

67

AXIS CHILDRENS GIFT FUND - COMPULSORY LOCK-IN

EQUITY FUND

DIRECT DIVIDEND

68

AXIS CHILDRENS GIFT FUND - COMPULSORY LOCK-IN

EQUITY FUND

DIRECT GROWTH

69

AXIS CHILDRENS GIFT FUND - COMPULSORY LOCK-IN

EQUITY FUND

DIVIDEND

70

AXIS CHILDRENS GIFT FUND - COMPULSORY LOCK-IN

EQUITY FUND

GROWTH

71

AXIS CHILDRENS GIFT FUND - NO LOCK-IN

EQUITY FUND

DIRECT DIVIDEND

72

AXIS CHILDRENS GIFT FUND - NO LOCK-IN

EQUITY FUND

DIRECT GROWTH

73

AXIS CHILDRENS GIFT FUND - NO LOCK-IN

EQUITY FUND

DIVIDEND

74

AXIS CHILDRENS GIFT FUND - NO LOCK-IN

EQUITY FUND

GROWTH

75

AXIS LIQUID FUND

LIQUID FUND

DAILY DIVIDEND

76

AXIS LIQUID FUND

LIQUID FUND

DIRECT DAILY DIVIDEND

77

AXIS LIQUID FUND

LIQUID FUND

DIRECT GROWTH

78

AXIS LIQUID FUND

LIQUID FUND

DIRECT MONTHLY DIVIDEND

79

AXIS LIQUID FUND

LIQUID FUND

DIRECT PLAN - BONUS

80

AXIS LIQUID FUND

LIQUID FUND

DIRECT WEEKLY DIVIDEND

81

AXIS LIQUID FUND

LIQUID FUND

GROWTH

82

AXIS LIQUID FUND

LIQUID FUND

MONTHLY DIVIDEND

83

AXIS LIQUID FUND

LIQUID FUND

RETAIL DAILY DIVIDEND

84

AXIS LIQUID FUND

LIQUID FUND

RETAIL GROWTH

85

AXIS LIQUID FUND

LIQUID FUND

RETAIL MONTHLY DIVIDEND

86

AXIS LIQUID FUND

LIQUID FUND

RETAIL WEEKLY DIVIDEND

87

AXIS LIQUID FUND

LIQUID FUND

WEEKLY DIVIDEND

88

AXIS TREASURY ADVANTAGE FUND

DEBT FUND

DAILY DIVIDEND

89

AXIS TREASURY ADVANTAGE FUND

DEBT FUND

DIRECT DAILY DIVIDEND

90

AXIS TREASURY ADVANTAGE FUND

DEBT FUND

DIRECT GROWTH

91

AXIS TREASURY ADVANTAGE FUND

DEBT FUND

DIRECT MONTHLY DIVIDEND

92

AXIS TREASURY ADVANTAGE FUND

DEBT FUND

DIRECT PLAN - BONUS

93

AXIS TREASURY ADVANTAGE FUND

DEBT FUND

DIRECT WEEKLY DIVIDEND

94

AXIS TREASURY ADVANTAGE FUND

DEBT FUND

GROWTH

95

AXIS TREASURY ADVANTAGE FUND

DEBT FUND

MONTHLY DIVIDEND

96

AXIS TREASURY ADVANTAGE FUND

DEBT FUND

RETAIL DAILY DIVIDEND

97

AXIS TREASURY ADVANTAGE FUND

DEBT FUND

RETAIL GROWTH

98

AXIS TREASURY ADVANTAGE FUND

DEBT FUND

RETAIL MONTHLY DIVIDEND

99

AXIS TREASURY ADVANTAGE FUND

DEBT FUND

RETAIL WEEKLY DIVIDEND

100

AXIS TREASURY ADVANTAGE FUND

DEBT FUND

WEEKLY DIVIDEND

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