Risk Factor

Risk Factors : All Mutual funds and securities investments are subject to market risks and there is no guarantee that the investment objective of the schemes will be achieved. The NAV of the units issued by the Mutual Fund under the schemes can go up or down depending on various factors and forces affecting securities markets.Past performance of the Sponsor, its affiliates/the AMC/the mutual fund or its schemes does not indicate the future performance of the schemes. The sponsor is not liable or responsible for any loss or shortfall resulting from the operation of the schemes. Investments in the schemes are subject to trading volumes risk, settlement risk, liquidity risk, interest rate risk, re-investment risk, basis risk, credit risk, liquidity risk, spread risk, prepayment risk, risk of possible loss of principal, etc. Equity and Equity Related Instruments are volatile by nature. Mid & small size companies may be more volatile & less liquid than larger companies. Investments in gold exchange traded funds are subject to market risk, risks associated with investment in physical gold, liquidity risk, counterparty risk, etc. For detailed risk factors, please refer to the SID. The term ‘Income Saver’ is only meant to denote the dual objectives of delivering regular returns and the endeavor to manage risk. The name of the scheme should in no way construed as a guarantee or assurance of returns or capital invested in the scheme. Axis Liquid Fund (An Open ended Liquid Scheme; the objective of the scheme is to provide a high level of liquidity w ith reasonable returns commensurating with low risk through a portfolio of money market and debt securities. However, there can be no assurance that the investment objective of the scheme will be achieved), Axis Treasury Advantage Fund (An Open ended Debt Scheme; the objective of the scheme is to provide optimal returns and liquidity to the Investors by investing primarily in a mix of money market and short term debt instruments which results in a portfolio having marginally higher maturity as compared to a liquid fund at the same time maintaining a balance between safety and liquidity. However, there can be no assurance that the investment objective of the scheme will be achieved), Axis Long Term Equity Fund (An Open ended equity linked savings scheme with a 3 year lock in; the objective of the scheme is to generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related Securities. However, there can be no assurance that the investment objective of the scheme will be achieved), Axis Equity Fund (An Open ended growth scheme; the Objective of the scheme is to achieve long term capital appreciation by investing in a diversified portfolio predominantly consisting of equity and equity related securities including derivatives. However, there can be no assurance that the investment objective of the scheme will be achieved), Axis Short Term Fund (An Open ended Debt Scheme; the objective of the scheme is to generate stable returns with a low risk strategy while maintaining liquidity through a portfolio comprising of debt and money market instruments. However, there can be no assurance that the investment objective of the scheme will be achieved), Axis Fixed Term Plan – Series 11 (371 days), Series 12(367 days), Series 13(370 days), Series 14(368 days), Series 15 (370 days) (A Close ended debt scheme; the objective of the scheme is to generate returns through a portfolio of debt & money market instruments that are maturing on or before the maturity of the respective plan(s)) Axis Triple Advantage Fund (An open ended hybrid fund; the objective of the scheme is to generate long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments, fixed income instruments & gold Exchange Traded Funds.) Axis Income Saver (An open ended income fund; the Scheme seeks to generate regular income through investments in debt & money market instruments, along with capital appreciation through limited exposure to equity and equity related instruments. It also aims to manage risk through active asset allocation.) Axis Midcap Fund (An Open ended equity scheme; the objective of the scheme is to achieve long term capital appreciation by investing predominantly in equity & equity related instruments of mid size companies. The focus of the fund would be to invest in relatively larger companies within this category.) Axis Gold ETF (An open ended Gold ETF; the investment objective of the Scheme is to generate returns that are in line with the performance of gold.) Axis Dynamic Bond Fund (An open ended debt scheme, the investment objective of the scheme is to generate optimal returns while maintaining liquidity through active management of a portfolio of debt and money market instruments) Axis Hybrid Fund – Series 1 & 2 (A 3 year close ended income scheme, the primary objective is to generate income by investing in high quality fixed income securities whilst the secondary objective is to generate capital appreciation by investing in equity and equity related instruments) are only the names of the Scheme(s) and do not in any manner indicate either the quality of the Scheme(s), their future prospects and returns. Mutual Fund Investments are subject to market risks. Please read the Scheme Information Documents and Statement of Additional Information (SID & SAI) carefully before investing.

AXIS EQUITY FUND (An Open ended growth Scheme)

This product is suitable for investors who are seeking*:

  • capital appreciation over long term.
  • investment in a diversified portfolio predominantly consisting of equity and equity related instruments.

AXIS FOCUSED 25 FUND (An Open-ended Equity Scheme)

This product is suitable for investors who are seeking*:

  • Capital appreciation over long term.
  • investment in a concentrated portfolio of equity & equity related instruments of up to 25 companies

AXIS LONG TERM EQUITY FUND (An Open ended equity linked savings scheme with a 3 year lock in)

This product is suitable for investors who are seeking*:

  • appreciation & generating income over long term.
  • investment in a diversified portfolio predominantly consisting of equity and equity related instruments

AXIS MIDCAP FUND (An Open-ended Equity Scheme)

This product is suitable for investors who are seeking*:

  • Capital appreciation over long term.
  • Investing predominantly in equity & equity related instruments of mid size companies with focus on relatively larger companies within this category

AXIS TRIPLE ADVANTAGE FUND (An Open - ended hybrid fund)

This product is suitable for investors who are seeking*:

  • capital appreciation & generating income over long term.
  • investment in a diversified portfolio of equity and equity related instruments, fixed income instruments & gold Exchange Traded Funds

AXIS INCOME SAVER (An Open Ended Income Fund)

This product is suitable for investors who are seeking*:

  • Capital appreciation while generating income over medium to long term.
  • Investment in debt and money market instruments as well as equity and equity related instruments while managing risk through active asset allocation

AXIS CONSTANT MATURITY 10 YEAR FUND (An Open Ended Gilt Scheme)

This product is suitable for investors who are seeking*:

  • risk free returns over medium to long term.
  • Investment mainly in Government securities to generate returns similar to that of 10 year government bonds

AXIS DYNAMIC BOND FUND (An Open - ended Debt Scheme)

This product is suitable for investors who are seeking*:

  • Optimal returns over medium to long term.
  • To generate stable returns while maintaining liquidity through active management of a portfolio of debt and money market instruments.

AXIS INCOME FUND (An Open - ended Debt Scheme)

This product is suitable for investors who are seeking*:

  • Optimal returns over medium term.
  • Investment in diversified portfolio of high quality debt and money market securities to generate optimal risk adjusted returns while maintaining liquidity.

AXIS SHORT TERM FUND (An Open ended Debt Scheme)

This product is suitable for investors who are seeking*:

  • Regular income while maintaining liquidity over short to medium term.
  • Investment in debt and money market instruments.

AXIS BANKING DEBT FUND (An Open - ended Debt Scheme)

This product is suitable for investors who are seeking*:

  • Regular income over short to medium term .
  • Investment in debt and money market instruments issued by banks.

AXIS TREASURY ADVANTAGE FUND (An Open ended Debt Scheme)

This product is suitable for investors who are seeking*:

  • Regular income over short term.
  • Investment in debt and money market instruments.

AXIS LIQUID FUND (An Open ended Liquid Scheme)

This product is suitable for investors who are seeking*:

  • Regular income over short term.
  • Investment in debt and money market instruments.

AXIS ENHANCED ARBITRAGE FUND (An Open-ended arbitrage fund)

This product is suitable for investors who are seeking*:

  • Income over short to medium term.
  • Investment in arbitrage opportunities in the cash & derivatives segment of the equity market.

AXIS FIXED INCOME OPPORTUNITIES FUND (An Open-ended Debt Scheme)

This product is suitable for investors who are seeking*:

  • Stable returns in the short to medium term.
  • Investment in debt and money market instruments across the yield curve and credit spectrum.

AXIS GOLD ETF (An Open Ended Gold Exchange Traded Fund)

This product is suitable for investors who are seeking*:

  • Capital Appreciation over medium to long term.
  • Invests predominantly in gold in order to generate returns similar to the performance of gold, subject to tracking error.

AXIS GOLD FUND (An open ended fund of fund scheme)

This product is suitable for investors who are seeking*:

  • Capital Appreciation over medium to long term.
  • predominantly in Axis Gold ETF in order to generate returns similar to the underlying fund, subject to tracking error.

AXIS EQUITY SAVER FUND (An Open-ended Equity Scheme)

This product is suitable for investors who are seeking*:

  • Capital appreciation while generating income over medium to long term.
  • Provide capital appreciation and income distribution to the investors by using equity and equity related instruments, arbitrage opportunities, and investments in debt and money market instruments.

AXIS CHILDREN’S GIFT FUND (An Open Ended Balanced Scheme)

This product is suitable for investors who are seeking*:

  • Capital appreciation & generating income over medium to long-term.
  • Investment in debt and money market instruments as well as equity and equity related instruments.

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Statutory Details : Axis Mutual Fund has been established as a Trust under the Indian Trusts Act, 1882, sponsored by Axis Bank Ltd. (liability restricted to ` 1 Lakh). Trustee : Axis Mutual Fund Trustee Ltd. Investment Manager : Axis Asset Management Co. Ltd. (the AMC).
Risk Factors: Axis Bank Ltd. is not liable or responsible for any loss or shortfall resulting from the operation of the scheme.

Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.

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Liquid Fund

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