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Mr. Hardik Shah- Fund Manager

Mr. Hardik Shah

Mr. Hardik Shah - Fund Manager

Senior Fund Manager – Fixed Income
AUM
78,797.64  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
Mr. Hardik Shah-Fund Manager
Senior Fund Manager – Fixed Income
AUM
₹ 78,797.64 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.
Fund Managed
DirectRegular
Market Adaptive
Axis Balanced Advantage Fundarrow
Riskometer
Axis Multi Asset Allocation Fundarrow
Riskometer
Axis Income Plus Arbitrage Active FOFarrow
Riskometer
Updated as on: March 31, 2026
All funds managed by Mr. Hardik Shah
DirectRegular
Scheme NameManaging SinceSince Inception1 Year3 Years5 Years
Annualised ReturnBenchmark returnAnnualised ReturnBenchmark returnAnnualised ReturnBenchmark returnAnnualised ReturnBenchmark return
Axis Balanced Advantage Fund26-Mar-20249.819.100.76-0.6213.728.3910.867.99
Axis Multi Asset Allocation Fund26-Mar-202410.61N/A10.9310.1714.8116.3611.39N/A
Axis Income Plus Arbitrage Active FOF26-Mar-20247.086.126.474.107.806.856.715.89
Axis Ultra Short Duration Fund26-Mar-20246.746.326.876.527.457.226.476.22
Axis Corporate Bond Fund26-Mar-20247.486.626.415.297.796.786.695.71
Axis Floater Fund26-Mar-20246.805.555.043.237.826.78N/AN/A
Axis Banking & PSU Debt Fund26-Mar-20247.707.295.855.617.116.866.045.68
Axis Dynamic Bond Fund26-Mar-20248.267.424.684.157.246.896.105.72
Axis Long Duration Fund26-Mar-20245.955.44-2.44-2.385.565.35N/AN/A
Axis Equity Savings Fund26-Mar-20248.928.312.853.1110.408.648.747.86
Axis Children’s Fund - Compulsory Lock-In26-Mar-202410.2610.78-1.57-1.609.798.928.258.64
Axis Children’s Fund - No Lock-In26-Mar-202410.4610.78-1.55-1.609.958.928.448.64
Axis Retirement Fund - Aggressive Plan26-Mar-202410.0611.73-3.92-1.3112.6611.288.3310.17
Axis Retirement Fund - Dynamic Plan26-Mar-202410.9511.16-4.78-0.6112.7110.749.249.63
Axis Retirement Fund - Conservative Plan26-Mar-20248.648.450.132.049.568.427.407.32
Axis CRISIL IBX SDL May 2027 Index Fund26-Mar-20246.396.847.167.407.617.79N/AN/A
Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund26-Mar-20247.557.756.626.747.597.72N/AN/A
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Axis Bank Ltd. is not liable or responsible for any loss or shortfall resulting from the operation of the scheme.
Past performance may or may not be sustained in future. Please consult your financial advisor before investing.