Mr. Hardik Shah- Fund Manager

Mr. Hardik Shah - Fund Manager
Senior Fund Manager – Fixed Income
AUM
₹ 41,375.25 Cr
Schemes
17
Experience
17 Years
About
Hardik joined Axis AMC in January 2022 as a Fund Manager and is primarily responsible for focusing on medium to long duration strategies. He oversees the Axis Corporate Bond Fund, Axis Banking & PSU Debt Fund, Axis Income plus Arbitrage Active FOF, Axis Dynamic Bond Fund, Axis Ultra Short Duration Fund, Axis Floater Fund, Axis Long Duration Fund, amongst others.His core area of expertise includes macro and duration strategies. In addition to trading in Government Securities & Corporate Bonds, he has actively traded other Fixed Income Derivative instruments like Interest Rate Swaps, Bond FRAs & IRFs.Hardik started his professional journey with Quantum Mutual Fund (2009-2013) wherein he was responsible for setting up the FPI Fixed Income Advisory business & overseeing FPI Funds. Post that, he was associated with Nippon India Mutual Fund (2013-2020) managing Medium to Long duration - High Grade funds and was actively involved in growing their FPI Advisory business. Prior to joining Axis AMC, he worked with SBI Life Insurance (2020-2022) as a Fund Manager, managing ULIP Funds.Qualification:- B.E (I.T) from Sardar Patel College of Engineering, Mumbai and PGDBM (Finance) from N.L Dalmia Institute of Management Studies and Research, Mumbai.

Mr. Hardik Shah-Fund Manager
Senior Fund Manager – Fixed Income
AUM
₹ 41,375.25 Cr
Schemes
17
Experience
17 Years
About
Hardik joined Axis AMC in January 2022 as a Fund Manager and is primarily responsible for focusing on medium to long duration strategies. He oversees the Axis Corporate Bond Fund, Axis Banking & PSU Debt Fund, Axis Income plus Arbitrage Active FOF, Axis Dynamic Bond Fund, Axis Ultra Short Duration Fund, Axis Floater Fund, Axis Long Duration Fund, amongst others.His core area of expertise includes macro and duration strategies. In addition to trading in Government Securities & Corporate Bonds, he has actively traded other Fixed Income Derivative instruments like Interest Rate Swaps, Bond FRAs & IRFs.Hardik started his professional journey with Quantum Mutual Fund (2009-2013) wherein he was responsible for setting up the FPI Fixed Income Advisory business & overseeing FPI Funds. Post that, he was associated with Nippon India Mutual Fund (2013-2020) managing Medium to Long duration - High Grade funds and was actively involved in growing their FPI Advisory business. Prior to joining Axis AMC, he worked with SBI Life Insurance (2020-2022) as a Fund Manager, managing ULIP Funds.Qualification:- B.E (I.T) from Sardar Patel College of Engineering, Mumbai and PGDBM (Finance) from N.L Dalmia Institute of Management Studies and Research, Mumbai.
Updated as on: May 31, 2026
| Scheme Name | Managing Since | Since Inception | 1 Year | 3 Years | 5 Years | ||||
|---|---|---|---|---|---|---|---|---|---|
| Annualised Return | Benchmark return | Annualised Return | Benchmark return | Annualised Return | Benchmark return | Annualised Return | Benchmark return | ||
| Axis Balanced Advantage Fund | 31-Jan-2022 | 10.15 | 9.30 | 1.30 | -1.65 | 13.00 | 7.81 | 11.17 | 7.80 |
| Axis Multi Asset Allocation Fund | 05-Apr-2024 | 10.95 | N/A | 12.39 | 13.57 | 14.67 | 17.32 | 11.26 | N/A |
| Axis Income Plus Arbitrage Active FOF | 05-Apr-2024 | 7.01 | 6.04 | 4.84 | 2.38 | 7.41 | 6.32 | 6.55 | 5.71 |
| Axis Ultra Short Duration Fund | 04-Nov-2024 | 6.72 | 6.32 | 6.29 | 6.17 | 7.32 | 7.13 | 6.51 | 6.30 |
| Axis Corporate Bond Fund | 31-Jan-2022 | 7.43 | 6.55 | 4.33 | 3.37 | 7.46 | 6.36 | 6.59 | 5.57 |
| Axis Floater Fund | 31-Jan-2022 | 6.91 | 5.50 | 3.96 | 0.76 | 7.81 | 6.05 | N/A | N/A |
| Axis Banking & PSU Debt Fund | 03-Jul-2023 | 7.65 | 7.25 | 4.04 | 4.00 | 6.77 | 6.51 | 5.98 | 5.56 |
| Axis Dynamic Bond Fund | 05-Apr-2024 | 8.26 | 7.38 | 3.23 | 1.90 | 6.85 | 6.28 | 6.02 | 5.53 |
| Axis Long Duration Fund | 27-Dec-2022 | 6.30 | 5.49 | -2.62 | -3.89 | 5.15 | 4.40 | N/A | N/A |
| Axis Equity Savings Fund | 01-Feb-2023 | 9.09 | 8.41 | 3.24 | 2.49 | 10.04 | 8.30 | 8.84 | 7.73 |
| Axis Children’s Fund - Compulsory Lock-In | 01-Feb-2023 | 10.67 | 11.00 | -1.18 | -2.27 | 9.41 | 8.37 | 8.36 | 8.46 |
| Axis Children’s Fund - No Lock-In | 01-Feb-2023 | 10.88 | 11.00 | -1.18 | -2.27 | 9.56 | 8.37 | 8.54 | 8.46 |
| Axis Retirement Fund - Aggressive Plan | 05-Apr-2024 | 10.91 | 12.57 | -3.14 | 0.16 | 12.26 | 11.31 | 9.09 | 10.41 |
| Axis Retirement Fund - Dynamic Plan | 05-Apr-2024 | 11.96 | 11.88 | -3.05 | 0.48 | 12.92 | 10.70 | 10.07 | 9.83 |
| Axis Retirement Fund - Conservative Plan | 05-Apr-2024 | 8.80 | 8.72 | -1.48 | 1.56 | 8.60 | 8.12 | 7.11 | 7.35 |
| Axis CRISIL IBX SDL May 2027 Index Fund | 23-Feb-2022 | 6.33 | 6.79 | 5.49 | 5.69 | 7.34 | 7.55 | N/A | N/A |
| Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund | 20-Jan-2023 | 7.36 | 7.59 | 4.18 | 4.50 | 7.14 | 7.29 | N/A | N/A |
Disclaimer : Returns are calculated on standard investment of Rs 10,000. Click on Scheme Name to know more about Scheme Details. Past performance may or may not be sustained in future. Please consult your financial advisor before investing. Different plans have different expense structure. Click here to see Returns in SEBI Format
Disclaimer : Returns are calculated on standard investment of Rs 10,000. Click on Scheme Name to know more about Scheme Details. Past performance may or may not be sustained in future. Please consult your financial advisor before investing. Different plans have different expense structure. Click here to see Returns in SEBI Format

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