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Axis Mutual Funds

Axis Mutual Funds

About This AMC

Axis Mutual Fund, established in 2009, is among the top 10 AMCs (Asset Management Companies) in India in terms of assets managed.

Axis mutual fund is a joint venture between Axis Bank, and Schroder Singapore Holdings Private Limited (SSHPL), where Axis Bank holds a 74.99% stake, while SSHPL owns the rest.

B. Gopkumar has been managing the reins of Axis Mutual Fund as MD and CEO since March 2023. With over 28 years of experience in financial services, he was the MD & CEO of Axis Securities previously.

Ashish Gupta has been appointed as Axis AMC’s Chief Investment Officer (CIO) in March 2023.

Axis Mutual Fund is home to the biggest ELSS (Equity Linked Savings Scheme) schemes in India: Axis Long Term Equity Fund (AUM of ₹30,000+ crore)

As of February 2024

Schemes

72

AUM

₹2,79,542 Cr

AUM growth

₹822 Cr

Fund managers

17

Explore Axis Mutual Funds

NameFund sizeExpense Ratio1 Y3 Y
Axis Small Cap Fund Direct Growth
Axis Small Cap Fund Direct Growth

Small-Cap Very High Risk

₹20,136 Cr0.52%40.0%26.4%
Axis Midcap Fund Direct Growth
Axis Midcap Fund Direct Growth

Mid-Cap Very High Risk

₹26,636 Cr0.52%45.2%22.7%
Axis Growth Opportunities Fund Direct Growth
Axis Growth Opportunities Fund Direct Growth

Large & Mid-Cap Very High Risk

₹12,096 Cr0.57%42.2%21.8%
Axis Special Situations Fund Direct Growth
Axis Special Situations Fund Direct Growth

Equity - Other Very High Risk

₹1,216 Cr1.24%37.6%17.8%
Axis Nifty 100 Index Fund Direct Growth
Axis Nifty 100 Index Fund Direct Growth

Index Funds Very High Risk

₹1,363 Cr0.22%30.8%16.8%
Axis Retirement Savings Fund - Dynamic Plan Direct Growth
₹347 Cr1.6%32.9%15.6%
Axis Flexi Cap Fund Direct Growth
Axis Flexi Cap Fund Direct Growth

Flexi Cap Very High Risk

₹5,310 Cr0.72%33.3%15.6%
Axis Balanced Advantage Fund Direct Growth
Axis Balanced Advantage Fund Direct Growth

Dynamic Asset Allocation Moderately High risk

₹2,123 Cr0.9%26.9%14.5%
Axis Gold Fund Direct Growth
Axis Gold Fund Direct Growth

Sector - Precious Metals High Risk

₹482 Cr0.17%20.0%14.2%
Axis ESG Equity Fund Direct Growth
Axis ESG Equity Fund Direct Growth

Equity - ESG Very High Risk

₹1,362 Cr1.23%31.0%13.7%
View all Axis Mutual Funds

Top Axis Fund Managers

₹19,803 Cr

AUM

4

Schemes

₹79,614 Cr

AUM

22

Schemes

AP

Aditya Pagaria

₹92,893 Cr

AUM

17

Schemes

SJ

Sachin Jain

₹73,970 Cr

AUM

17

Schemes

VJ

Vinayak Jayanath

₹2,684 Cr

AUM

1

Schemes

AT

Akhil Thakker

₹2,442 Cr

AUM

2

Schemes

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All about Axis Mutual Funds

Key Information

Mutual fund nameAxis Mutual Fund
Asset management company nameAxis Asset Management Company Ltd.
AMC Setup Date4 September 2009
AMC Incorporation Date13 January 2009
Sponsor nameAxis Bank Limited
Trustee organisationAxis Mutual Fund Trustee Limited
Name of trusteesMr. Radhakrishnan Nair, Mrs. Vijayalakshmi Iyer, Mr. G. Gopalakrishna, Mr. Venkat Chalasani, Mr. Rudrapriya Ray, Mr. Murray Coble
MD and CEOB.Gopkumar
CIOAshish Gupta
Compliance OfficerMr. Darshan Kapadia
Investor Service OfficerMr. Milind Vengurlekar
Updated as ofFebruary 2024