Product Labelling of Axis Mutual Fund Schemes

Product Labelling

Axis Aggressive Hybrid Fund (An open ended hybrid scheme investing predominantly in equity and equity related instruments)

This product is suitable for investors who are seeking*:

  • Capital appreciation along with generation of income over medium to long term.
  • Investment in equity and equity related instruments as well as debt and money market instruments
Axis Aggressive Hybrid Fund

Axis Aggressive Hybrid Fund

The risk of the scheme is Very High

CRISIL Hybrid 35+65 - Aggressive Index

CRISIL Hybrid 35+65 - Aggressive Index

The risk of the benchmark is High

Axis Arbitrage Fund (An open ended scheme investing in arbitrage opportunities)

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 Arbitrage Fund

Axis Arbitrage Fund

The risk of the scheme is Low

Nifty 50 Arbitrage Index

Nifty 50 Arbitrage Index

The risk of the benchmark is Low

Axis Balanced Advantage Fund (An open ended dynamic asset allocation fund)

This product is suitable for investors who are seeking*:

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

Axis Balanced Advantage Fund

The risk of the scheme is Very High

NIFTY50 Hybrid Composite Debt 50:50 Index

NIFTY50 Hybrid Composite Debt 50:50 Index

The risk of the benchmark is High

Axis Banking & PSU Debt Fund (An Open Ended Debt Scheme Predominantly Investing In Debt Instruments Of Banks, Public Sector Undertakings & Public Financial Institutions. A relatively high interest rate risk and moderate credit risk.)

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, PFIs & PSUs.
Axis Banking & PSU Debt Fund

Axis Banking & PSU Debt Fund

The risk of the scheme is Moderate

Nifty Banking & PSU Debt Index A-II

Nifty Banking & PSU Debt Index A-II

The risk of the benchmark is Low to Moderate

Axis BSE India Sector Leaders Index Fund (An Open-Ended Index Fund tracking BSE India Sector Leaders TRI)

This product is suitable for investors who are seeking*

  • Long term wealth creation solution.
  • An index fund that invests in the constituents of BSE India Sector Leaders Index and aims to achieve returns of the stated total return index, subject to tracking error.
Axis BSE India Sector Leaders Index Fund

Axis BSE India Sector Leaders Index Fund

The risk of the scheme is Very High

BSE India Sector Leaders TRI

BSE India Sector Leaders TRI

The risk of the benchmark is Very High

Axis BSE Sensex ETF (An Open Ended Exchange Traded Fund tracking BSE Sensex TRI)

This product is suitable for investors who are seeking*:

  • Long term wealth creation solution.
  • The Scheme that seeks to track returns by investing in a basket of BSE Sensex TRI stocks and aims to achieve returns of the stated index, subject to tracking error.
Axis BSE Sensex ETF

Axis BSE Sensex ETF

The risk of the scheme is Very High

BSE Sensex TRI

BSE Sensex TRI

The risk of the benchmark is Very High

Axis BSE Sensex Index Fund (An Open Ended Index Fund tracking the BSE Sensex TRI)

This product is suitable for investors who are seeking*:

  • Long term wealth creation solution
  • An index fund that seeks to track returns by investing in a basket of BSE Sensex TRI stocks and aims to achieve returns of the stated index, subject to tracking error
Axis BSE Sensex Index Fund

Axis BSE Sensex Index Fund

The risk of the scheme is Very High

BSE Sensex TRI

BSE Sensex TRI

The risk of the benchmark is Very High

Axis Business Cycles Fund (An open ended equity scheme following business cycles based investing theme)

This product is suitable for investors who are seeking*:

  • Capital appreciation over long term.
  • An equity scheme investing in equity & equity related securitieswith focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
Axis Business Cycles Fund

Axis Business Cycles Fund

The risk of the scheme is Very High

Nifty 500 TRI

Nifty 500 TRI

The risk of the benchmark is Very High

Axis Children’s Fund - Compulsory Lock-In (An open ended fund for investment for children, having a lock-in of 5 years or till the child attains age of majority (whichever is earlier))

This product is suitable for investors who are seeking*:

  • Capital appreciation & generating income over long term.
  • Investment in debt and money market instruments as well as equity and equity related instruments.
Axis Children's Fund - Compulsory Lock-In

Axis Children's Fund - Compulsory Lock-In

The risk of the scheme is Very High

NIFTY 50 Hybrid Composite Debt 65:35 Index

NIFTY 50 Hybrid Composite Debt 65:35 Index

The risk of the benchmark is High

Axis Conservative Hybrid Fund (An open ended hybrid scheme investing predominantly in debt instruments.)

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
Axis Conservative Hybrid Fund

Axis Conservative Hybrid Fund

The risk of the scheme is Moderately High

NIFTY 50 Hybrid Composite Debt 15:85 Index

NIFTY 50 Hybrid Composite Debt 15:85 Index

The risk of the benchmark is Moderately High

AXIS CONSUMPTION FUND (An open-ended equity scheme following consumption theme)

This product is suitable for investors who are seeking*:

  • Capital appreciation over long term
  • An equity scheme investing in equity & equity related securities of companies engaged in consumption and consumption related sector or allied sectors
Axis Consumption Fund

Axis Consumption Fund

The risk of the scheme is Very High

Nifty India Consumption TRI

Nifty India Consumption TRI

The risk of the benchmark is Very High

Axis Corporate Bond Fund (An Open Ended Debt Scheme Predominantly Investing In AA+ And Above Rated Corporate Bonds. A relatively high interest rate risk and moderate credit risk.)

This product is suitable for investors who are seeking*:

  • Regular income over short to medium term.
  • Predominantly investing in corporate debt
Axis Corporate Bond Fund

Axis Corporate Bond Fund

The risk of the scheme is Moderate

NIFTY Corporate Bond Index A-II

NIFTY Corporate Bond Index A-II

The risk of the benchmark is Moderate

Axis Credit Risk Fund (An Open Ended Debt Scheme Predominantly Investing In AA And Below Rated Corporate Bonds (Excluding AA+ Rated Corporate Bonds).A relatively high interest rate risk and relatively high credit risk)

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 Credit Risk Fund

Axis Credit Risk Fund

The risk of the scheme is High

CRISIL Credit Risk Debt B-II Index

CRISIL Credit Risk Debt B-II Index

The risk of the benchmark is Moderately High

Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund (An open-ended Target Maturity index fund investing in constituents of CRISIL IBX 50:50 Gilt Plus SDL Index – June 2028. Relatively High interest rate risk and Relatively Low Credit Risk.)

This product is suitable for investors who are seeking*:

  • Income over long term
  • The scheme that seeks to provide Investment returns corresponding to the total returns of the securities as represented by CRISIL IBX 50:50 Gilt Plus SDL Index – June 2028, subject to tracking errors
Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund

Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund

The risk of the scheme is Low to Moderate

CRISIL IBX 50:50 Gilt Plus SDL Index June 2028

CRISIL IBX 50:50 Gilt Plus SDL Index June 2028

The risk of the benchmark is Low to Moderate

Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Fund (An open-ended Target Maturity index fund investing in constituents of CRISIL IBX 50:50 Gilt Plus SDL Index – September 2027. Relatively High interest rate risk and Relatively Low Credit Risk )

This product is suitable for investors who are seeking*:

  • Income over long term
  • The Scheme that seeks to provide investment returns corresponding to the total returns of the securities as represented by CRISIL IBX 50:50 Gilt Plus
  • SDL Index – September 2027 , subject to tracking errors.
Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Fund

Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Fund

The risk of the scheme is Low to Moderate

CRISIL IBX 50:50 Gilt Plus SDL Index - September 2027

CRISIL IBX 50:50 Gilt Plus SDL Index - September 2027

The risk of the benchmark is Low to Moderate

Axis CRISIL-IBX AAA Bond Financial Services – Sep 2027 Index Fund (An open-ended Target Maturity Index Fund investing in constituents of CRISIL-IBX AAA Financial Services Index – Sep 2027. A moderate interest rate risk and relatively low credit risk)

This product is suitable for investors who are seeking*:

  • Income over the target maturity period
  • An open ended target maturity index fund tracking CRISILIBX AAA Financial Services Index – Sep 2027, subject to tracking error/tracking difference.
Axis CRISIL-IBX AAA Bond Financial Services – Sep 2027 Index Fund

Axis CRISIL-IBX AAA Bond Financial Services – Sep 2027 Index Fund

The risk of the scheme is Low to Moderate

CRISIL IBX AAA Financial Services Index Sep 2027

CRISIL IBX AAA Financial Services Index Sep 2027

The risk of the benchmark is Low to Moderate

Axis CRISIL-IBX AAA Bond NBFC-HFC – Jun 2027 Index Fund (An open-ended Target Maturity Index Fund investing in constituents of CRISIL-IBX AAA NBFC-HFC Index – Jun 2027. A moderate interest rate risk and relatively low credit risk)

This product is suitable for investors who are seeking*:

  • Income over the target maturity period.
  • An open ended target maturity index fund tracking CRISILIBX AAA NBFCHFC Index – Jun 2027, subject to tracking error.
Axis CRISIL-IBX AAA Bond NBFC-HFC – Jun 2027 Index Fund

Axis CRISIL-IBX AAA Bond NBFC-HFC – Jun 2027 Index Fund

The risk of the scheme is Low to Moderate

CRISIL-IBX AAA NBFC-HFC Index – Jun 2027

CRISIL-IBX AAA NBFC-HFC Index – Jun 2027

The risk of the benchmark is Low to Moderate

Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 Index Fund (An open-ended Target Maturity Index Fund investing in constituents of CRISIL-IBX AAA NBFC Index – Jun 2027. A moderate interest rate risk and relatively low credit risk.)

This product is suitable for investors who are seeking*:

  • Income over the target maturity period
  • An open ended target maturity index fund tracking CRISILIBX AAA NBFC Index – Jun 2027, subject to tracking error.
Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 Index Fund

Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 Index Fund

The risk of the scheme is Moderate

CRISIL-IBX AAA NBFC Index Jun 2027

CRISIL-IBX AAA NBFC Index Jun 2027

The risk of the benchmark is Low to Moderate

Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund (An open ended Constant Maturity Index Fund tracking the CRISIL-IBX Financial Services 3-6 Months Debt Index. A relatively low interest rate risk and relatively low credit risk)

This product is suitable for investors who are seeking*:

  • Income through exposure over the shorter term maturity instruments
  • Investment in an open ended constant maturity index fund tracking CRISILIBX Financial Services 3-6 Months Debt Index subject to tracking error/tracking difference
Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund

Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund

The risk of the scheme is Low to Moderate

CRISIL-IBX Financial Services 3-6 Months Debt Index

CRISIL-IBX Financial Services 3-6 Months Debt Index

The risk of the benchmark is Low to Moderate

Axis CRISIL IBX SDL May 2027 Index Fund (An open-ended Target Maturity Index Fund investing in constituents of CRISIL IBX SDL Index – May 2027. A Relatively High Interest Rate Risk and Relatively Low Credit risk)

This product is suitable for investors who are seeking*:

  • Income over long term
  • Investments in state government securities (SDLs) replicating the composition of CRISIL IBX SDL Index – May 2027, subject to tracking errors.
Axis CRISIL IBX SDL May 2027 Index Fund

Axis CRISIL IBX SDL May 2027 Index Fund

The risk of the scheme is Low to Moderate

CRISIL IBX SDL Index May 2027

CRISIL IBX SDL Index May 2027

The risk of the benchmark is Low to Moderate

Axis Dynamic Bond Fund (An Open-Ended Dynamic Debt Scheme Investing Across Duration. A relatively high interest rate risk and moderate credit risk.)

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 Dynamic Bond Fund

Axis Dynamic Bond Fund

The risk of the scheme is Moderate

NIFTY Composite Debt Index A-III

NIFTY Composite Debt Index A-III

The risk of the benchmark is Moderate

Axis ELSS Tax Saver Fund (An open ended equity linked saving scheme with a statutory lock in of 3 years and tax benefit)

This product is suitable for investors who are seeking*:

  • Capital appreciation & generating income over long term.
  • Investment in a diversified portfolio predominantly consisting of equity and equity related instruments.
Axis ELSS Tax Saver Fund

Axis ELSS Tax Saver Fund

The risk of the scheme is Very High

NIFTY 500 TRI

NIFTY 500 TRI

The risk of the benchmark is Very High

Axis Equity Savings Fund (An open ended scheme investing in equity, arbitrage and debt)

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 Equity Savings Fund

Axis Equity Savings Fund

The risk of the scheme is Moderately High

NIFTY Equity Savings Index

NIFTY Equity Savings Index

The risk of the benchmark is Moderate

Axis ESG Integration Strategy Fund (An open-ended equity scheme following ESG based investing theme and following an Integration approach)

This product is suitable for investors who are seeking*:

  • Capital appreciation over the long term
  • Investments using an integration approach to identify companies demonstrating sustainable practices across Environment, Social and Governance (ESG) parameters.
Axis ESG Integration Strategy Fund

Axis ESG Integration Strategy Fund

The risk of the scheme is Very High

Nifty 100 ESG TRI

Nifty 100 ESG TRI

The risk of the benchmark is Very High

Axis Flexi Cap Fund (An open ended equity scheme investing across large cap, mid cap, small cap stocks)

This product is suitable for investors who are seeking*:

  • Capital Appreciation over medium to long term.
  • Investment in a dynamic mix of equity and equity related instruments across market capitalization.
Axis Flexi Cap Fund

Axis Flexi Cap Fund

The risk of the scheme is Very High

NIFTY 500 TRI

NIFTY 500 TRI

The risk of the benchmark is Very High

Axis Floater Fund (An open ended debt scheme predominantly investing in floating rate instruments. A relatively high interest rate risk and moderate credit risk.)

This product is suitable for investors who are seeking*:

  • Regular income over short term investment horizon.
  • To invest predominantly in floating rate instruments (including fixed rate instruments converted to floating rate exposures using swaps/derivatives)
Axis Floater Fund

Axis Floater Fund

The risk of the scheme is Moderately High

NIFTY Medium to Long Duration Debt Index A-III

NIFTY Medium to Long Duration Debt Index A-III

The risk of the benchmark is Moderate

Axis Focused Fund (An Open-ended Equity Scheme investing in maximum 30 stocks across large cap, mid cap and small cap companies)

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 30 companies
Axis Focused Fund

Axis Focused Fund

The risk of the scheme is Very High

NIFTY 500 TRI

NIFTY 500 TRI

The risk of the benchmark is Very High

Axis Gilt Fund (An open-ended debt scheme investing in government securities across maturity. A relatively high-interest rate risk and relatively low credit risk.)

This product is suitable for investors who are seeking*:

  • Credit risk free returns over medium to long term.
  • Investment mainly in Government securities across maturities
Axis Gilt Fund

Axis Gilt Fund

The risk of the scheme is Moderate

CRISIL Dynamic Gilt Index

CRISIL Dynamic Gilt Index

The risk of the benchmark is Moderate

Axis Global Equity Alpha Fund of Fund (An open ended fund of fund scheme investing in Schroders International Selection Fund Global Equity Alpha)

This product is suitable for investors who are seeking*:

  • Capital appreciation over long term.
  • Investment in Schroder International Selection Fund Global Equity Alpha, an equity fund that aims to provide capital growth by investing in equity and equity related securities of companies worldwide.
Axis Global Equity Alpha Fund of Fund

Axis Global Equity Alpha Fund of Fund

The risk of the scheme is Very High

MSCI World (Net TRI)

MSCI World (Net TRI)

The risk of the benchmark is Very High

Axis Global Innovation Fund of Fund (An open ended fund of fund scheme investing in Schroder International Selection Fund Global innovation.)

This product is suitable for investors who are seeking*:

  • Capital appreciation over long term.
  • Investment in Schroder International Selection Fund Global innovation, an equity fund that aims to provide capital growth by investing companies worldwide which benefit from disruptive innovation.
Axis Global Innovation Fund of Fund

Axis Global Innovation Fund of Fund

The risk of the scheme is Very High

MSCI AC World Net TRI (INR)

MSCI AC World Net TRI (INR)

The risk of the benchmark is Very High

Axis Gold and Silver Passive FoF (An open ended fund of funds scheme investing in units of gold and silver exchange traded funds)

This product is suitable for investors who are seeking*

  • Long term capital appreciation.
  • To invest in an open-ended fund of funds scheme predominantly investing in the units of gold and silver exchange traded funds
Axis Gold and Silver Passive FoF

Axis Gold and Silver Passive FoF

The risk of the scheme is Very High

Domestic Price of Gold and Domestic Price of Silver (50:50)

Domestic Price of Gold and Domestic Price of Silver (50:50)

The risk of the benchmark is Very High

Axis Gold ETF (An open ended scheme replicating/tracking Domestic Price of Gold)

This product is suitable for investors who are seeking*:

  • Capital appreciation over medium to long term.
  • Investment predominantly in gold and gold related instruments in order to generate returns similar to the performance of gold, subject to tracking error.
Axis Gold ETF

Axis Gold ETF

The risk of the scheme is High

Domestic Price of Gold

Domestic Price of Gold

The risk of the benchmark is High

Axis Gold Fund (An open ended fund of fund scheme investing in Axis Gold ETF)

This product is suitable for investors who are seeking*:

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

Axis Gold Fund

The risk of the scheme is High

Domestic Price of Gold

Domestic Price of Gold

The risk of the benchmark is High

Axis Greater China Equity Fund of Fund (An open ended fund of fund scheme investing in Schroder International Selection Fund Greater China)

This product is suitable for investors who are seeking*:

  • Capital appreciation over long term
  • Investment in Schroder International Selection Fund Greater China, a fund that aims to provide capital growth by investing in equity and equity related securities of People's Republic of China, Hong Kong SAR and Taiwan companies
Axis Greater China Equity Fund of Fund

Axis Greater China Equity Fund of Fund

The risk of the scheme is Very High

MSCI GOLDEN DRAGON INDEX (INR)

MSCI GOLDEN DRAGON INDEX (INR)

The risk of the benchmark is Very High

Axis Income Plus Arbitrage Active FOF (An open ended fund of funds scheme investing in debt oriented mutual fund schemes and arbitrage funds)

This product is suitable for investors who are seeking*:

  • To generate optimal returns over medium term.
  • Investment primarily in debt oriented mutual fund schemes and arbitrage funds
Axis Income Plus Arbitrage Active FOF

Axis Income Plus Arbitrage Active FOF

The risk of the scheme is Moderate

65% NIFTY Composite Debt Index +35% Nifty 50 Arbitrage TRI

65% NIFTY Composite Debt Index +35% Nifty 50 Arbitrage TRI

The risk of the benchmark is Low to Moderate

Axis Income Plus Arbitrage Passive FOF (An open-ended fund of funds scheme investing in passive debt oriented mutual fund schemes and arbitrage funds)

This product is suitable for investors who are seeking*

  • To generate optimal returns over medium term
  • Investment primarily in passive debt oriented mutual fund schemes and arbitrage funds.
Axis Income Plus Arbitrage Passive FOF

Axis Income Plus Arbitrage Passive FOF

The risk of the scheme is Moderate

65% NIFTY Short Duration Debt Index + 35% Nifty 50 Arbitrage TRI

65% NIFTY Short Duration Debt Index + 35% Nifty 50 Arbitrage TRI

The risk of the benchmark is Low to Moderate

Axis India Manufacturing Fund (An open-ended equity scheme representing the India manufacturing theme)

This product is suitable for investors who are seeking*:

  • Capital appreciation over long term
  • An equity scheme investing in Indian equity & equity related securities of companies engaged in manufacturing theme.
Axis India Manufacturing Fund

Axis India Manufacturing Fund

The risk of the scheme is Very High

Nifty India Manufacturing TRI

Nifty India Manufacturing TRI

The risk of the benchmark is Very High

Axis Innovation Fund (An open ended equity scheme following innovation theme)

This product is suitable for investors who are seeking*:

  • Capital appreciation over long term.
  • Investment in stocks based on Innovation theme.
Axis Innovation Fund

Axis Innovation Fund

The risk of the scheme is Very High

Nifty 500 TRI

Nifty 500 TRI

The risk of the benchmark is Very High

Axis Large Cap Fund (An open ended equity scheme predominantly investing in large cap stock)

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 of large cap companies.
Axis Large Cap Fund

Axis Large Cap Fund

The risk of the scheme is Very High

BSE 100 TRI

BSE 100 TRI

The risk of the benchmark is Very High

Axis Large & Mid Cap Fund (An Open-ended Equity Scheme investing in both large cap and mid cap stocks)

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 both in India as well as overseas
Axis Large & Mid Cap Fund

Axis Large & Mid Cap Fund

The risk of the scheme is Very High

NIFTY Large Midcap 250 TRI

NIFTY Large Midcap 250 TRI

The risk of the benchmark is Very High

Axis Liquid Fund (An open ended liquid scheme. A relatively low interest rate risk and moderate credit risk.)

This product is suitable for investors who are seeking*:

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

Axis Liquid Fund

The risk of the scheme is Low to Moderate

NIFTY Liquid Index A-I

NIFTY Liquid Index A-I

The risk of the benchmark is Low to Moderate

Axis Long Duration Fund (An open ended debt scheme investing in instruments such that the Macaulay duration of the portfolio is greater than 7 years. Relatively High interest rate risk and Relatively Low Credit Risk.)

This product is suitable for investors who are seeking*:

  • Regular income over long term.
  • Investment in Debt and Money Market instruments with portfolio Macaulay duration of greater than 7 years.
Axis Long Duration Fund

Axis Long Duration Fund

The risk of the scheme is Moderate

NIFTY Long Duration Debt Index A-III

NIFTY Long Duration Debt Index A-III

The risk of the benchmark is Moderate

Axis Mid Cap Fund (An open ended equity scheme predominantly investing in Mid Cap stocks)

This product is suitable for investors who are seeking*:

  • Capital appreciation over long term.
  • Investing predominantly in equity & equity related instruments of Mid Cap companies
Axis Mid Cap Fund

Axis Mid Cap Fund

The risk of the scheme is Very High

BSE Midcap 150 TRI

BSE Midcap 150 TRI

The risk of the benchmark is Very High

AXIS MOMENTUM FUND (An open-ended equity scheme following the momentum theme)

This product is suitable for investors who are seeking*:

  • Capital appreciation over long term.
  • An equity scheme investing in equity & equity related securities selected based on the momentum theme.
Axis Momentum Fund

Axis Momentum Fund

The risk of the scheme is Very High.

Nifty 500 TRI

Nifty 500 TRI

The risk of the benchmark is Very High.

Axis Money Market Fund (An open ended debt scheme investing in money market instruments. A relatively low interest rate risk and moderate credit risk.)

This product is suitable for investors who are seeking*:

  • Regular income over short term.
  • Investment in money market instruments with maturity up to one year
Axis Money Market Fund

Axis Money Market Fund

The risk of the scheme is Moderate

NIFTY Money Market Index A-I

NIFTY Money Market Index A-I

The risk of the benchmark is Low to Moderate

Axis Multi-Asset Active FoF (An open-ended fund of funds scheme investing in units of equity-oriented and debt-oriented mutual fund schemes and commodity based ETFs)

This product is suitable for investors who are seeking*

  • Capital appreciation over the long term.
  • Allocation in units of equity-oriented and debt-oriented mutual fund schemes and commodity based ETFs.
Axis Multi-Asset Active FoF

Axis Multi-Asset Active FoF

The risk of the scheme is Very High.

NIFTY 500 TRI (45%), NIFTY Composite Debt Index (45%), Domestic Price of Physical Gold (5%), Domestic Price of Physical Silver (5%)

NIFTY 500 TRI (45%), NIFTY Composite Debt Index (45%), Domestic Price of Physical Gold (5%), Domestic Price of Physical Silver (5%)

The risk of the benchmark is High

Axis Multi Asset Allocation Fund (An open ended scheme investing in Equity, Debt, Exchange Traded Commodity Derivatives / Units of Gold ETFs / Silver ETFs & units of REITs/InvITs)

This product is suitable for investors who are seeking*:

  • Capital appreciation and generating income over long term.
  • Investment in a diversified portfolio of equity and equity related instruments, debt, Exchange Traded Commodity Derivatives /Units of Gold ETFs / Silver ETFs & units of REITs/InvITs
Axis Multi Asset Allocation Fund

Axis Multi Asset Allocation Fund

The risk of the scheme is Very High

Nifty 500 TRI Index (65%) + Nifty Composite Debt Index (20%) + Domestic Price of Physical Gold (7.5%) + Domestic Price of Physical Silver (7.5%)

Nifty 500 TRI Index (65%) + Nifty Composite Debt Index (20%) + Domestic Price of Physical Gold (7.5%) + Domestic Price of Physical Silver (7.5%)

The risk of the benchmark is Very High

Axis Multicap Fund (An open ended equity scheme investing across large cap, mid cap, small cap stocks)

This product is suitable for investors who are seeking*:

  • Capital appreciation over long term
  • Investment in a portfolio of large, mid and small cap equity and equity related securities.
Axis Multicap Fund

Axis Multicap Fund

The risk of the scheme is Very High

Nifty 500 Multicap 50:25:25 TRI

Nifty 500 Multicap 50:25:25 TRI

The risk of the benchmark is Very High

Axis Multi Factor Passive FoF (An open ended fund of funds scheme investing in units of domestic Equity ETFs falling under the factor theme.)

This product is suitable for investors who are seeking*:

  • Capital appreciation over long term
  • Investment predominantly in units of domestic Equity ETFs based on factor theme.
Axis Multi Factor Passive FoF

Axis Multi Factor Passive FoF

The risk of the scheme is Very High

Nifty 500 TRI

Nifty 500 TRI

The risk of the benchmark is Very High

Axis NASDAQ 100 US Specific Equity Passive FOF (An open ended fund of fund scheme investing in units of ETFs focused on the Nasdaq 100 TRI)

This product is suitable for investors who are seeking*:

  • Capital appreciation over long term
  • Investment in underlying ETFs that seek to replicate/track the performance of the NASDAQ 100 TRI
Axis NASDAQ 100 US Specific Equity Passive FOF

Axis NASDAQ 100 US Specific Equity Passive FOF

The risk of the scheme is Very High

NASDAQ 100 TRI (INR)

NASDAQ 100 TRI (INR)

The risk of the benchmark is Very High

Axis NIFTY 100 Index Fund (An Open Ended Index Fund tracking the NIFTY 100 TRI)

This product is suitable for investors who are seeking*:

  • Long term wealth creation solution.
  • An index fund that seeks to track returns by investing in a basket of Nifty 100 TRI stocks and aims to achieve returns of the stated index, subject to tracking error.
Axis NIFTY 100 Index Fund

Axis NIFTY 100 Index Fund

The risk of the scheme is Very High

NIFTY 100 TRI

NIFTY 100 TRI

The risk of the benchmark is Very High

Axis Nifty 500 Index Fund (An Open-Ended Index Fund tracking Nifty 500 TRI)

This product is suitable for investors who are seeking*:

  • Long term wealth creation solution
  • An index fund that seeks to track returns by investing in a basket of Nifty 500 TRI stocks and aims to achieve returns of the stated index, subject to tracking error.
Axis Nifty 500 Index Fund

Axis Nifty 500 Index Fund

The risk of the scheme is Very High

Nifty 500 TRI

Nifty 500 TRI

The risk of the benchmark is Very High

Axis Nifty500 Momentum 50 Index Fund (An Open-Ended Index Fund tracking Nifty500 Momentum 50 TRI)

This product is suitable for investors who are seeking*:

  • Long term wealth creation solution.
  • An Index fund that seeks to track returns by investing in a basket of Nifty500 Momentum 50 stocks and aims to achieve returns of the stated total return index, subject to tracking error.
Axis Nifty500 Momentum 50 Index Fund

Axis Nifty500 Momentum 50 Index Fund

The risk of the scheme is Very High.

Nifty500 Momentum 50 TRI

Nifty500 Momentum 50 TRI

The risk of the benchmark is Very High.

AXIS NIFTY500 QUALITY 50 INDEX FUND (An Open-Ended Index Fund tracking Nifty500 Quality 50 TRI)

This product is suitable for investors who are seeking*:

  • Long term wealth creation solution
  • An index fund that seeks to track returns by investing in constituents of Nifty500 Quality 50 Index and aims to achieve returns of the stated total return index, subject to tracking error.
AXIS NIFTY500 QUALITY 50 INDEX FUND

AXIS NIFTY500 QUALITY 50 INDEX FUND

The risk of the scheme is Very High

Nifty500 Quality 50 TRI

Nifty500 Quality 50 TRI

The risk of the benchmark is Very High

Axis Nifty500 Value 50 ETF (An Open-Ended Exchange Traded Fund replicating/tracking Nifty500 Value 50 TRI)

This product is suitable for investors who are seeking*:

  • Long term wealth creation solution
  • to track returns by investing in a basket of Nifty500 Value 50Index securities and aims to achieve total returns of the statedindex, subject to tracking error
Axis Nifty500 Value 50 ETF

Axis Nifty500 Value 50 ETF

The risk of the scheme is Very High

Nifty500 Value 50 TRI

Nifty500 Value 50 TRI

The risk of the benchmark is Very High

AXIS NIFTY500 VALUE 50 INDEX FUND (An Open-Ended Index Fund tracking Nifty500 Value 50 TRI)

This product is suitable for investors who are seeking*:

  • Long term wealth creation solution
  • An index fund that seeks to track returns by investing in a basket of Nifty500 Value 50 stocks and aims to achieve returns of the stated total return index, subject to tracking error.
AXIS NIFTY500 VALUE 50 INDEX FUND

AXIS NIFTY500 VALUE 50 INDEX FUND

The risk of the scheme is Very High

NIFTY 500 Value 50 TRI

NIFTY 500 Value 50 TRI

The risk of the benchmark is Very High

Axis Nifty50 Equal Weight Index Fund (An open-ended Index Fund tracking Nifty50 Equal Weight TRI)

This product is suitable for investors who are seeking*:

  • To provide returns before expenses that correspond to the performance of Nifty50 Equal Weight TRI subject to tracking error.
  • There is no assurance that the investment objective of the scheme will be achieved.*
Axis Nifty50 Equal Weight Index Fund

Axis Nifty50 Equal Weight Index Fund

The risk of the scheme is Very High

Nifty50 Equal Weight Index TRI

Nifty50 Equal Weight Index TRI

The risk of the benchmark is Very High

Axis NIFTY 50 ETF (An open ended Scheme replicating/ tracking Nifty 50 Index)

This product is suitable for investors who are seeking*:

  • Capital appreciation over moderate to long term.
  • Investments in Equity & Equity related instruments covered by Nifty 50 TRI.
Axis NIFTY 50 ETF

Axis NIFTY 50 ETF

The risk of the scheme is Very High

NIFTY 50 TRI

NIFTY 50 TRI

The risk of the benchmark is Very High

Axis NIFTY 50 Index Fund (An Open Ended Index Fund tracking the NIFTY 50 Index)

This product is suitable for investors who are seeking*:

  • Long term wealth creation solution
  • An index fund that seeks to track returns by investing in a basket of Nifty 50 Index stocks and aims to achieve returns of the stated index, subject to tracking error.
AXIS NIFTY 50 INDEX FUND

AXIS NIFTY 50 INDEX FUND

The risk of the scheme is Very High

Nifty 50 TRI

Nifty 50 TRI

The risk of the benchmark is Very High

Axis NIFTY Bank ETF (An open ended equity scheme replicating / tracking NIFTY Bank TRI)

This product is suitable for investors who are seeking*:

  • Long term wealth creation solution.
  • An index fund that seeks to track returns by investing in a basket of NIFTY Bank TRI stocks and aims to achieve returns of the stated index, subject to tracking error
Axis NIFTY Bank ETF

Axis NIFTY Bank ETF

The risk of the scheme is Very High

Nifty Bank TRI

Nifty Bank TRI

The risk of the benchmark is Very High

Axis Nifty Bank Index Fund (An Open Ended Index Fund tracking the Nifty Bank TRI)

This product is suitable for investors who are seeking*:

  • Long term wealth creation solution
  • An index fund that seeks to track returns by investing in a basket of Nifty Bank TRI stocks and aims to achieve returns of the stated index, subject to tracking error
Axis Nifty Bank Index Fund

Axis Nifty Bank Index Fund

The risk of the scheme is Very High

Nifty Bank TRI

Nifty Bank TRI

The risk of the benchmark is Very High

Axis Nifty Capital Markets Index Fund (An Open-Ended Index Fund tracking Nifty Capital Markets TRI)

This product is suitable for investors who are seeking*

  • Long term wealth creation solution.
  • An index fund that invests in constituents of Nifty Capital Markets Index and aims to achieve returns of the stated total return index, subject to tracking error.
Axis Nifty Capital Markets Index Fund

Axis Nifty Capital Markets Index Fund

The risk of the scheme is Very High

Nifty Capital Markets TRI

Nifty Capital Markets TRI

The risk of the benchmark is Very High

Axis NIFTY Healthcare ETF (An Open Ended Exchange Traded Fund tracking NIFTY Healthcare Index)

This product is suitable for investors who are seeking*:

  • Long term wealth creation solution.
  • The fund that seeks to track returns by investing in a basket of NIFTY Healthcare Index stocks and aims to achieve returns of the stated index, subject to tracking error.
Axis NIFTY Healthcare ETF

Axis NIFTY Healthcare ETF

The risk of the scheme is Very High

Nifty Healthcare TRI

Nifty Healthcare TRI

The risk of the benchmark is Very High

Axis NIFTY India Consumption ETF (An Open Ended Exchange Traded Fund tracking NIFTY India Consumption Index)

This product is suitable for investors who are seeking*:

  • Long term wealth creation solution.
  • The fund that seeks to track returns by investing in a basket of NIFTY India Consumption Index stocks and aims to achieve returns of the stated index, subject to tracking error.
Axis NIFTY India Consumption ETF

Axis NIFTY India Consumption ETF

The risk of the scheme is Very High

Nifty India Consumption TRI

Nifty India Consumption TRI

The risk of the benchmark is Very High

Axis Nifty India Defence Index Fund (An Open-Ended Index Fund tracking Nifty India Defence TRI.)

This product is suitable for investors who are seeking*

  • To provide returns before expenses that correspond to the performance of Nifty India Defence TRI subject to tracking error. There is no assurance that the investment objective of the scheme will be achieved.
Axis Nifty India Defence Index Fund

Axis Nifty India Defence Index Fund

The risk of the scheme is Very High

Nifty India Defence TRI

Nifty India Defence TRI

The risk of the benchmark is Very High

Axis NIFTY IT ETF (An Open Ended Exchange Traded Fund tracking NIFTY IT TRI)

This product is suitable for investors who are seeking*:

  • Long term wealth creation solution.
  • The fund that seeks to track returns by investing in a basket of NIFTY IT TRI stocks and aims to achieve returns of the stated index, subject to tracking error
Axis NIFTY IT ETF

Axis NIFTY IT ETF

The risk of the scheme is Very High

Nifty IT TRI

Nifty IT TRI

The risk of the benchmark is Very High

AXIS NIFTY IT INDEX FUND (An Open Ended Index Fund tracking the NIFTY IT TRI)

This product is suitable for investors who are seeking*:

  • Long term wealth creation solution
  • An index fund that seeks to track returns by investing in a basket of Nifty IT TRI stocks and aims to achieve returns of the stated index, subject to tracking error.
AXIS NIFTY IT INDEX FUND

AXIS NIFTY IT INDEX FUND

The risk of the scheme is Very High

NIFTY IT TRI

NIFTY IT TRI

The risk of the benchmark is Very High

Axis Nifty Midcap 50 Index Fund (An Open Ended Index Fund tracking the NIFTY MIDCAP 50 Index)

This product is suitable for investors who are seeking*:

  • Long term wealth creation solution
  • An index fund that seeks to track returns by investing in a basket of Nifty Midcap 50 Index stocks and aims to achieve returns of the stated index, subject to tracking error.
Axis Nifty Midcap 50 Index Fund

Axis Nifty Midcap 50 Index Fund

The risk of the scheme is Very High

Nifty Midcap 50 Index TRI

Nifty Midcap 50 Index TRI

The risk of the benchmark is Very High

Axis NIFTY Next 50 Index Fund (An Open Ended Index Fund tracking the NIFTY NEXT 50 Index)

This product is suitable for investors who are seeking*:

  • Long term wealth creation solution
  • An index fund that seeks to track returns by investing in a basket of Nifty Next 50 Index stocks and aims to achieve returns of the stated index, subject to tracking error.
Axis NIFTY Next 50 Index Fund

Axis NIFTY Next 50 Index Fund

The risk of the scheme is Very High

Nifty Next 50 Index TRI

Nifty Next 50 Index TRI

The risk of the benchmark is Very High

Axis Nifty SDL September 2026 Debt Index Fund (An open-ended Target Maturity Index Fund investing in constituents of Nifty SDL Sep 2026 Index; A Relatively High Interest Rate Risk and Relatively Low Credit Risk)

This product is suitable for investors who are seeking*:

  • Income over long term
  • Investments in state government securities (SDLs) replicating the composition of Nifty SDL Sep 2026 Index ; subject to tracking errors.
Axis Nifty SDL September 2026 Debt Index Fund

Axis Nifty SDL September 2026 Debt Index Fund

The risk of the scheme is Low

Nifty SDL Sep 2026 Index

Nifty SDL Sep 2026 Index

The risk of the benchmark is Low

Axis Nifty Smallcap 50 Index Fund (An Open Ended Index Fund tracking the NIFTY SMALLCAP 50 Index)

This product is suitable for investors who are seeking*:

  • Long term wealth creation solution
  • An index fund that seeks to track returns by investing in a basket of Nifty Smallcap 50 Index stocks and aims to achieve returns of the stated index, subject to tracking error.
Axis Nifty Smallcap 50 Index Fund

Axis Nifty Smallcap 50 Index Fund

The risk of the scheme is Very High

Nifty Smallcap 50 Index TRI

Nifty Smallcap 50 Index TRI

The risk of the benchmark is Very High

Axis Overnight Fund (An open ended debt scheme investing in overnight securities. A relatively low interest risk & relatively low credit risk.)

This product is suitable for investors who are seeking*:

  • Regular income with high levels of safety and liquidity over short term.
  • Investment in debt and money market instruments with overnight maturity
Axis Overnight Fund

Axis Overnight Fund

The risk of the scheme is Low

NIFTY 1D Rate Index

NIFTY 1D Rate Index

The risk of the benchmark is Low

Axis Quant Fund (An open-ended equity scheme following a quantitative model)

This product is suitable for investors who are seeking*:

  • Capital appreciation over long term.
  • An equity scheme that invests in equity and equity related instruments selected based on quant model.
Axis Quant Fund

Axis Quant Fund

The risk of the scheme is Very High

BSE 200 TRI

BSE 200 TRI

The risk of the benchmark is Very High

Axis Retirement Fund - Aggressive Plan (An open-ended retirement solution oriented scheme having a lock-in of 5 years or till retirement age (whichever is earlier))

This product is suitable for investors who are seeking*:

  • Capital appreciation over long term.
  • Investment primarily in equity and equity related instruments
Axis Retirement Fund - Aggressive Plan

Axis Retirement Fund - Aggressive Plan

The risk of the scheme is Very High

CRISIL Hybrid 25+75 - Aggressive Index

CRISIL Hybrid 25+75 - Aggressive Index

The risk of the benchmark is High

Axis Retirement Fund - Conservative Plan (An open-ended retirement solution oriented scheme having a lock-in of 5 years or till retirement age (whichever is earlier) )

This product is suitable for investors who are seeking*:

  • Capital appreciation & income generation over long term.
  • Investments in debt and money market instruments as well as equity and equity related instruments
Axis Retirement Fund - Conservative Plan

Axis Retirement Fund - Conservative Plan

The risk of the scheme is High

CRISIL Hybrid 75+25 - Conservative Index

CRISIL Hybrid 75+25 - Conservative Index

The risk of the benchmark is Moderately High

Axis Retirement Fund - Dynamic Plan (An open-ended retirement solution oriented scheme having a lock-in of 5 years or till retirement age (whichever is earlier)

This product is suitable for investors who are seeking*:

  • Capital appreciation and income generation over long term.
  • Investment in equity and equity related instruments as well as debt and money market instruments while managing risk through active asset allocation
Axis Retirement Fund - Dynamic Plan

Axis Retirement Fund - Dynamic Plan

The risk of the scheme is Very High

CRISIL Hybrid 35+65 - Aggressive Index

CRISIL Hybrid 35+65 - Aggressive Index

The risk of the benchmark is High

Axis Services Opportunities Fund (An open ended equity scheme following services theme)

This product is suitable for investors who are seeking*:

  • Capital appreciation over long term
  • An equity scheme investing in equity and equity related securities based on the theme that focuses on services industry.
Axis Services Opportunities Fund

Axis Services Opportunities Fund

The risk of the scheme is Very High

Nifty Services Sector TRI

Nifty Services Sector TRI

The risk of the benchmark is Very High

Axis Short Duration Fund (An open ended short term debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 1 year to 3 years. A relatively high interest rate risk and moderate credit risk)

This product is suitable for investors who are seeking*:

  • Regular income while maintaining liquidity over short duration.
  • Investment in debt and money market instruments
Axis Short Duration Fund

Axis Short Duration Fund

The risk of the scheme is Moderate

NIFTY Short Duration Debt Index A-II

NIFTY Short Duration Debt Index A-II

The risk of the benchmark is Low to Moderate

AXIS SILVER ETF (An open ended scheme replicating/tracking domestic price of Silver)

This product is suitable for investors who are seeking*:

  • Capital appreciation over medium to long term.
  • Investment in Silver is in order to generate returns replicating the performance of physical silver in domestic prices, subject to tracking error.
AXIS SILVER ETF

AXIS SILVER ETF

The risk of the scheme is Very High

Domestic Price of Physical Silver (based on LBMA Silver daily spot AM fixing price)

Domestic Price of Physical Silver (based on LBMA Silver daily spot AM fixing price)

The risk of the benchmark is Very High

AXIS SILVER FUND OF FUND (An open ended Fund of Fund scheme investing in Axis Silver ETF)

This product is suitable for investors who are seeking*:

  • Capital appreciation over medium to long term
  • Investment in Axis Silver ETF in order to generate returns similar to the underlying fund, subject to tracking error.
AXIS SILVER FUND OF FUND

AXIS SILVER FUND OF FUND

The risk of the scheme is Very High

Domestic Price of Physical Silver (based on LBMA Silver daily spot AM fixing price)

Domestic Price of Physical Silver (based on LBMA Silver daily spot AM fixing price)

The risk of the benchmark is Very High

Axis Small Cap Fund (An open ended equity scheme predominantly investing in small cap stocks)

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 of small cap companies
securities
Axis Small Cap Fund

Axis Small Cap Fund

The risk of the scheme is Very High

NIFTY Smallcap 250 TRI

NIFTY Smallcap 250 TRI

The risk of the benchmark is Very High

Axis Strategic Bond Fund (An open ended medium term debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 3 years to 4 years. A relatively high interest rate risk and relatively high credit risk.)

This product is suitable for investors who are seeking*:

  • Optimal returns over medium term
  • Investment in diversified portfolio of debt and money market securities to generate optimal risk adjusted returns while maintaining liquidity
Axis Strategic Bond Fund

Axis Strategic Bond Fund

The risk of the scheme is Moderately High

NIFTY Medium Duration Debt Index A-III (AMFI tier I Benchmark)

NIFTY Medium Duration Debt Index A-III (AMFI tier I Benchmark)

The risk of the benchmark is Moderate

Axis Treasury Advantage Fund (An open ended low duration debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 6 to 12 months. A relatively high interest rate risk and moderate credit risk.)

This product is suitable for investors who are seeking*:

  • Regular income over short term.
  • Investment in debt and money market instruments.
Axis Treasury Advantage Fund

Axis Treasury Advantage Fund

The risk of the scheme is Low to Moderate

NIFTY Low Duration Debt Index A-I

NIFTY Low Duration Debt Index A-I

The risk of the benchmark is Low to Moderate

Axis Ultra Short Duration Fund (An open ended ultrashort term debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 3 months and 6 months. A moderate interest rate risk and moderate credit risk.)

This product is suitable for investors who are seeking*:

  • Regular income over short term.
  • Investment in Debt and Money Market instruments such that Macaulay duration of the portfolio is between 3 months - 6 months.
Axis Ultra Short Duration Fund

Axis Ultra Short Duration Fund

The risk of the scheme is Moderate

NIFTY Ultra Short Duration Debt Index A-I

NIFTY Ultra Short Duration Debt Index A-I

The risk of the benchmark is Low to Moderate

Axis US Specific Treasury Dynamic Debt Passive FOF (An open ended fund of funds investing in overseas Index Funds and/or ETFs wherein the underlying investments comprise of US treasury securities across duration.)

This product is suitable for investors who are seeking*:

  • Regular Income over long term
  • Investments in Index Funds and/or ETFs wherein the underlying investment comprise of US treasury securities across duration.
Axis US Specific Treasury Dynamic Debt Passive FOF

Axis US Specific Treasury Dynamic Debt Passive FOF

The risk of the scheme is Very High

Bloomberg US Intermediate Treasury TRI

Bloomberg US Intermediate Treasury TRI

The risk of the benchmark is Very High

Axis Value Fund (An open ended equity scheme following a value investment strategy)

This product is suitable for investors who are seeking*:

  • Capital appreciation over long term.
  • Investment predominantly in a portfolio of equity and equity related securities by following a value investment strategy.
Axis Value Fund

Axis Value Fund

The risk of the scheme is Very High

NIFTY 500 TRI

NIFTY 500 TRI

The risk of the benchmark is Very High

This product is suitable for investors who are seeking*:

  • Income over long term
  • Investments in state government securities (SDLs) replicating the composition of Nifty SDL Sep 2026 Index ; ,subject to tracking errors.
Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF Fund of Fund

Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF Fund of Fund

The risk of the scheme is Low

Nifty AAA Bond Plus SDL Apr 2026 50:50 Index

Nifty AAA Bond Plus SDL Apr 2026 50:50 Index

The risk of the benchmark is Low to Moderate