Axis Income Plus Arbitrage Passive FOF

The services sector is highly attractive due to its potential profitability, growth, and valuations, driven by formalization and technology across industries like financial services, healthcare, and quick commerce. The Axis Services Opportunities Fund uses a quality-focused, bottom-up approach to invest in fundamentally strong, scalable companies with competitive advantages, offering investors a chance to benefit from India’s growing services economy.

Service as a theme focuses on investing in companies that provide experiences, solutions, or expertise. It benefits from economic formalization and technology growth, driven by rising incomes and digitalization. This theme covers traditional sectors like Banking, Insurance, IT, Telecom, and Power, as well as emerging areas such as Logistics, Quick Commerce, E-commerce, and Fintech.

The scheme follows the NIFTY Services Sector TRI as benchmark.

Axis Services Opportunities Fund is an open-ended equity scheme that follows the services theme, benefiting from formalization and technology implementation. The Scheme aims to provide long term capital growth from an actively managed, diversified portfolio of equity & equity related securities of companies with scalable opportunities, competitive advantage and capital efficiency.

The fund is suitable for investors who: 
a) Want to construct a portfolio that aims to capture India’s services growth story; 
b) Want to invest in a diversified thematic fund 
c) Are seeking capital appreciation over the long term with a 5-year investment horizon. 

This fund invests 80% of its assets in companies within the services theme, across 48 basic industries, including Capital Markets, Finance, Power, IT, Healthcare, Banks, and more. Up to 20% of the assets may be invested outside these industries at the fund manager's discretion. 
Note: Data as on 31st March 2025

If redeemed / switched-out within 12 months from the date of allotment: 
• For 10% of investment: Nil, For remaining investment: 1% 
• If redeemed/switched out after 12 months from the date of allotment: Nil

The Nifty Services Sector Index is currently heavily weighted towards financial services and IT, which include diverse industries like banks, NBFCs, insurance, fintech, and IT companies. With 94 financial services and 29 IT stocks, the sectors are broad and varied. Banks and IT often perform differently during market events, allowing our active management to exploit this. The fund aims for high active share and diversification, as demonstrated by our other thematic funds with active shares above 50%.

Note: Data as on 31st March 2025

Amid global trade tensions and uncertainties, India’s largely domestic-driven economy is less affected by tariff disruptions. Services have largely avoided tariff impacts, with only IT facing some project delays. Given India’s competitive edge in IT services, the sector’s overall impact is expected to be limited, supporting continued growth despite global uncertainty

The fund uses a bottom-up, flexicap approach to select quality companies with scalable opportunities, capital efficiency, and competitive advantages. It actively manages a diversified portfolio with high active share, focusing on trends in formalization and technology within the services theme.

The services sector drives India’s economy, contributing 55% to GDP and 41% to employment. Key growth factors are formalization, which helps organized players gain market share, and technology, which boosts reach and productivity. Sectors like healthcare, hospitality, e-commerce, fintech, and travel are likely to benefit from these trends.

The services sector has long been growing, but now features higher-quality businesses with stronger ROE and ROCE. It contributes 53% of NSE 500’s profits, driven by telecom, quick commerce, hospitals, logistics, and banks. Valuations remain relatively attractive. Opportunities also exist in healthcare and hospitality, where formalization and technology can boost organized players’ market share.

The fund invests across 10+ key sectors such as Financials, Services, Healthcare, Chemicals, Capital Goods, FMCG, Power, Metals & Mining and many more.* This wide sector exposure reduces single-sector risks and helps your portfolio capture growth from various parts of the economy.

Yes! You can set up an SWP for regular cash withdrawals or STP to transfer funds systematically between Axis Mutual Fund schemes, offering flexibility and better control over your investments.

* Note: Sector(s)/ Stock(s) mentioned above are for the purpose of disclosure of the portfolio of the Scheme(s) and should not be construed as recommendation.

For individual nature of tax implications, investors are requested to consult their tax advisors before investing.

Total Expense Ratio (TER) is of Axis Nifty500 Momentum 50 Index Fund Direct Growth Plan as on 29 Aug 2025. The TER of the Scheme is subject to change  at the discretion of AMC within the limits specified in Scheme Information Document. Investors are requested to visit Axis Mutual Fund website to view the current TER of the Scheme at the time of investments (https://www.axismf.com/total-expense-ratio).

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

Investing in Axis Nifty500 Momentum 50 Index Fund means you can own shares of momentum 50 performing stocks like Bajaj Finance Ltd, InterGlobe Aviation Ltd, BSE, Max Healthcare, Reliance Power Ltd, Solar Industries India Ltd. and many more.* These companies are recognized leaders and growth drivers in their sectors.

You can start investing with as little as ₹100 and in multiples of Re. 1/- thereof, either as a lump sum or through a Systematic Investment Plan (SIP), enabling easy access for both new and seasoned investors.

Axis Nifty500 Momentum 50 Index Fund has a expense ratio of around 0.16% (Direct Growth Plan) as on 29 Aug 2025. Lower expenses mean more of your money stays invested, maximizing your potential returns over time.

There is no lock-in period, offering full liquidity. However, an exit load of 0.25% applies if you redeem within 15 days from the date of investment, encouraging a medium-to-long-term investment horizon.

The portfolio is rebalanced periodically, typically twice a year, to track the changing composition of the Nifty500 Momentum 50 Index, ensuring your investment stays aligned with the momentum-driven companies.

The Nifty500 Momentum 50 Index consists of 50 stocks selected from the broader Nifty 500 based on their strong price momentum, regardless of company size or sector. Investing in this index allows you to benefit from India’s most dynamic top 50 high-momentum companies.

This fund gives you exposure to large, mid & Smallcap companies across various sectors identified for recent strong momentum. Including this momentum-focused fund in your portfolio can add a growth tilt and complement broad market or sectoral funds.

This is a passive mutual fund by Axis Mutual Fund that invests in all 50 stocks forming part of Nifty500 Momentum 50 Index, aiming to closely replicate the index’s returns subject to tracking error. It provides growth-oriented investors an easy way to access India’s top 50 momentum-driven companies with broad diversification and managed risk.

•    Long-Term Capital Gains (LTCG): Gains after 1 year are taxed at 12.5% on profits exceeding ₹1.25 lakh annually.
•    Short-Term Capital Gains (STCG): Gains within 1 year are taxed at 20%.
Holding investments beyond one year can help optimize post-tax returns.

Axis Nifty500 Value50 Index Fund is a great investment solution for new as well as existing mutual fund investors. This is an ideal solution for investors with a horizon of over 5 years. Value investing traditionally works best in a longer investment horizon.

Investors have the flexibility to start their investments via an SIP or a Lumpsum transaction. Investors can get started from just ₹100 & start their investment journey.

The minimum investment amount for an investment in Axis Nifty500 Value50 Index Fund is just ₹100 and in multiples of Re. 1/- thereafter. Any investor, whether first time investor or existing mutual fund investor, can start an SIP from just ₹100, or invest lumpsum from ₹100. This is a great low-cost investing strategy for investors.

Axis Nifty500 Value 50 Index Fund invests in sectors like Oil, Gas & Consumable Fuels; Financial Services; Metals & Mining; Power; Automobiles & Auto Components & many other similar diversified sectors*.

The TER for the Axis Nifty500 Value50 Index Fund Direct Plan – Growth Option is 0.18% as on 29 Aug 2025. This is a low cost investing solution, with investors getting access to India’s top 50 value oriented companies, with a TER of just 0.18%.

This fund will be rebalanced semi-annually, closely tracking the Nifty500 Value50 TRI.

Axis Nifty500 Value50 Index Fund invests in a pure value based strategy. The fund mimics the performance of the Nifty500 Value50 TRI in a bid to match the benchmark’s performance subject to tracking error. This is a pure play passive investment strategy, with a focus on discovering undervalued stocks, with the potential to perform to their full potential, in the long term.

Axis Nifty500 Value50 Index Fund invests in undervalued stocks, with the potential to gain performance in specific market cycles. This is a great diversification solution for an investor’s portfolio.

Axis Nifty500 Value50 Index Fund is a low cost solution, with a diversified exposure to India’s top 50 value stocks. Index funds are free from fund manager bias. This scheme aims to invest in stocks with a high growth potential in the long term.

Yes, investors have the flexibility to switch their investments with Axis Mutual Fund. Investors should check their tax liabilities before making a switch transaction.

Axis Nifty500 Value50 Index Fund has a riskometer rating of ‘Very High’. Different funds have different risks associated to them; investors should check their respective risk appetite before investing.

Investors can invest in Axis Nifty500 Value50 Index Fund via Axis Mutual Fund’s website www.axismf.com or the Axis Mutual Fund Mobile App, as well as official points of acceptance. Investors need to be KYC compliant to invest & can invest within just 1 minute.

Note: Sector(s)/ Stock(s) mentioned above are for the purpose of disclosure of the portfolio of the Scheme(s) and should not be construed as recommendation.

For individual nature of tax implications, investors are requested to consult their tax advisors before investing.

Total Expense Ratio (TER) is of Axis Nifty500 Value 50 Index Fund Direct Growth Plan as on 29 Aug 2025. The TER of the Scheme is subject to change  at the discretion of AMC within the limits specified in Scheme Information Document. Investors are requested to visit Axis Mutual Fund website to view the current TER of the Scheme at the time of investments (https://www.axismf.com/total-expense-ratio).

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

Axis Nifty500 Value 50 Index Fund is a passive equity index fund, that tracks the Nifty500 Value 50 TRI. This is a unique scheme, wherein, undervalued stocks, with a high growth potential are selected. This is an aggregation of India’s top 50 undervalued companies, with a high potential in the future.

STCG, for investments held for a period below 12 months are taxed at 20%. LTCG, for investments held for a period beyond 12 months are taxed at 12.5% on gains over ₹1.25 lacs.

Axis Nifty500 Value 50 Index Fund invests with a clear objective to create a portfolio of India’s top 50 undervalued companies, who have the potential to grow to their complete potential in the future.

Axis Nifty500 Value50 Index Fund comprised of the 50 best stocks with low P/E, P/B & high dividend yields. It invests in undervalued companies, across sectors & with a high growth potential.

There is no exit load for up to 10% of investments if redeemed or switched out within 12 months. For the remaining investments, a 1% exit load applies within this period. No exit load applies if redeemed or switched out after 12 months.

The minimum application amount for the Axis Consumption Fund is Rs. 100 and in multiples of Rs. 1 thereafter.

A consumption fund is a type of thematic mutual fund that invests in companies engaged in or expected to benefit from consumption and consumption-related activities. This can include sectors such as FMCG, automobiles, consumer services, consumer durables, telecommunications, healthcare, power, and realty.

You can invest in the Axis Consumption through Axis Mutual Fund's official website or the mobile app.

It is recommended to stay invested in thematic consumption mutual funds for a typical investment horizon of 5+ years to fully benefit from the long-term growth potential of the consumption sector.

The Axis Consumption Fund invests in equity and equity-related securities of companies engaged in or expected to benefit from consumption and consumption-related activities across various sectors like FMCG, automobiles, consumer services, consumer durables, telecommunications, healthcare, power, and realty.

Consumption funds may carry higher risk compared to more diversified funds, as they are focused on specific sectors related to consumption. However, Axis Consumption Fund mitigates some of this risk by diversifying investments across multiple sectors within the consumption theme.

Investors with a long-term investment horizon (5+ years) who are looking to tap into the growth potential of India's consumption sector should consider investing in consumption funds. These funds are suitable for those seeking exposure to high-growth sectors driven by increasing consumer spending.

You can easily invest online through the Axis Mutual Fund website or mobile app, as well as via popular financial platforms, banks, or authorized mutual fund distributors. After a few simple steps, you can choose between investing a lump sum or starting a SIP, ensuring a convenient and seamless experience.

Unlike active funds where managers pick and choose stocks in hopes of outperforming the market, this passive index fund mirrors the Nifty 500 Index which consists of India’s top 500 most liquid stocks as closely as possible. This results in lower costs, clearer transparency, and more predictable investment outcomes for you.

Past performance may or may not sustain in future.

*Note: Sector(s)/ Stock(s) mentioned above are for the purpose of disclosure of the portfolio of the Scheme(s) and should not be construed as recommendation.

1For individual nature of tax implications, investors are requested to consult their tax advisors before investing.

#Total Expense Ratio (TER) is of Axis Nifty 500 Index Fund Direct Growth Plan as of 30 September 2025. The TER of the Scheme is subject to change at the discretion of AMC within the limits specified in Scheme Information Document. Investors are requested to visit Axis Mutual Fund website to view the current TER of the Scheme at the time of investments (https://www.axismf.com/total-expense-ratio).

For NSE disclaimer, refer SID.
Note: Market caps are defined as per SEBI regulations as below: a. Large Cap: 1st -100th company in terms of full market capitalization. b. Mid Cap: 101st -250th company in terms of full market capitalization. c. Small Cap: 251st company onwards in terms of full market capitalization.

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

The expense ratio for the Axis Nifty 500 Index Fund Direct Growth Plan is very low—around 0.10% (as on 30 September 2025)#. This means more of your money stays invested and working for you, making it cost-effective compared to most actively managed mutual funds.

The Axis Nifty 500 Index Fund has holdings in India’s top 500 companies which includes some of India’s most respected and stable businesses, such as HDFC Bank, Bajaj Finance, Reliance Industries, NTPC, Power Grid, BSE, Tata Steel, Coal India, ITC and many more*. Investing in this fund means owning a piece of the companies that shape India’s growth landscape.

The Nifty 500 Index covers the top 500 largest & most liquid companies listed on India’s NSE, including large, mid, and small caps from all major sectors across like banking, technology, energy, power, services, automobile consumer goods and many more*. By investing in Nifty 500 Index, your money grows with a broad spectrum of India’s businesses, capturing the overall strength and growth potential of the Indian economy.

No, there’s no lock-in period for Axis Nifty 500 Index Fund. You are free to redeem or withdraw all or part of your investment any time you want, allowing complete flexibility and liquidity.

Axis Nifty 500 Index Fund is an open-ended passive mutual fund scheme that directly invests in the top 500 companies making up the Nifty 500 Index. This index fund aims to replicate the performance of the index, so you benefit from the collective performance of India’s top 500 listed companies. It offers you a simple and efficient way to track the growth of India’s large, Mid & Smallcap companies through a single investment*.

•    Wide diversification: Get exposure to 500 of India’s top companies in one investment.
•    Low cost: Save on fees with a low expense ratio, so more of your money is invested.
•    Easy access: Begin your investment journey with as little as ₹100.
•    Transparency and simplicity: Know what you’re investing in and easily track your portfolio performance.
•    Long-term growth potential: Participate in India’s economic expansion over the years.

This index fund is perfect if you want a low-cost way to diversify your portfolio and participate in the growth of top 500 Indian companies across large, mid & Smallcap*. It suits both new investors looking for a safe entry point and experienced investors aiming to wealth creation & balance their equity allocation.

Returns after selling your investment after one year are considered Long-Term Capital Gains and taxed at 12.5% beyond ₹1.25 lakh in gains per year. For redemptions within a year, Short-Term Capital Gains Tax applies at 20%. Planning your investment horizon can help manage and optimize your tax burden1.

You can begin investing in the Axis Nifty 500 Index Fund with just ₹100, either via a one-time (lump sum) payment or a Systematic Investment Plan (SIP)

Yes! You can set up an SWP to receive regular cash payouts, or an STP to transfer money between Axis funds—all designed to give you better control and flexibility over your investments.

By investing in the Axis Nifty 500 Index Fund, your money is spread across top 500 Indian companies across large, mid & Smallcap*. This means you don’t rely on the performance of just one company or sector, which helps reduce overall investment risk and brings balance to your portfolio.

The Axis Nifty 500 Index Fund’s portfolio is rebalanced twice a year to ensure it always reflects the current top 500 companies. This keeps your investment aligned with market changes and the Nifty 500 Index.

You can start investing with as little as ₹500 through a lump sum payment or ₹100 through a Systematic Investment Plan (SIP), making it accessible for beginners and experienced investors alike.

The Axis Nifty Bank Index Fund has a low expense ratio of just 0.18% (direct growth plan, as of 30 September 2025). Lower expenses mean more of your invested money stays in the market working towards your wealth creation rather than paying for management fees#.

This fund focuses on India’s banking sector, which can behave differently from other sectors such as technology or consumer goods*. Adding this fund to your portfolio provides concentrated exposure to a key economic sector, balancing growth and risk when combined with broader equity funds.

Unlike active funds where managers try to pick winning banks, Axis Nifty Bank Index Fund mirrors the Nifty Bank Index. This results in lower costs, more transparency, and performance that closely matches the sector’s overall market trend without stock-picking risks subject to tracking error.

The Nifty Bank Index tracks the 12 largest and most liquid banking stocks listed on India’s National Stock Exchange. It reflects the performance of India’s banking sector, which plays a critical role in the country’s economy by supporting businesses, consumers, and infrastructure growth. Investing in this index lets you participate in the potential growth of India’s strongest banks.

•    Long-Term Capital Gains (LTCG): Gains after 1 year are taxed at 12.5% on profits exceeding ₹1.25 lakh per year^^.
•    Short-Term Capital Gains (STCG): Gains within 1 year are taxed at 20%.
Holding your investment for over a year can help reduce your tax liability^^.

The Axis Nifty Bank Index Fund is a passive mutual fund that invests in the same stocks, same proportion that form the Nifty Bank Index. The fund aims to closely track the index’s returns, giving you simple and cost-effective access to India’s top banking companies without the need to pick stocks.

Yes! You can set up an SWP for regular cash withdrawals or STP to transfer funds systematically between Axis Mutual Fund schemes, offering flexibility and better control over your investments.

*Note: Sector(s)/ Stock(s) mentioned above are for the purpose of disclosure of the portfolio of the Scheme(s) and should not be construed as recommendation.

^^For individual nature of tax implications, investors are requested to consult their tax advisors before investing.

#Total Expense Ratio (TER) is of Axis Nifty Bank Index Fund direct Growth Plan as on 30 September 2025. The TER of the Scheme is subject to change  at the discretion of AMC within the limits specified in Scheme Information Document. Investors are requested to visit Axis Mutual Fund website to view the current TER of the Scheme at the time of investments (https://www.axismf.com/total-expense-ratio).
For NSE disclaimer, refer SID.

Past performance may or may not be sustained in the future.

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

This fund invests almost entirely in the banking sector (99%), which includes largest Indian private banks, public sector banks, and investment banks. The fund provides focused exposure to India’s banking segment, which is a key driver of economic growth*.

By investing in this fund, you gain exposure to India’s leading banks such as: HDFC Bank Ltd, ICICI Bank Ltd, Axis Bank Ltd, State Bank of India, Kotak Mahindra Bank Ltd and many more. These banks are among the largest and most stable financial institutions in India*.

Axis India Manufacturing Fund is an open-ended equity scheme representing the India manufacturing theme. The scheme aims to generate long-term capital appreciation by investing primarily in equity and equity related instruments of companies engaged in manufacturing.

The following persons are eligible and may apply for Subscription to the Unit(s) of the Scheme:
• Resident adult individuals, either individually or jointly (up to a maximum of three individuals), or on an "Anyone or Survivor" basis.
• Minors can invest, but they must be the first and sole holder, and the investment should be made through their natural guardian (father or mother) or a court-appointed legal guardian. Investments with minors cannot have joint holding.
• Non-Resident Indians (NRIs), Persons of Indian origin (PIOs), and Overseas Citizens of India (OCIs) residing abroad can invest, either on a repatriation or non-repatriation basis.
• The AMC (Asset Management Company) and Trustee may specify other categories of individuals permitted to make investments from time to time.

Axis India Manufacturing Fund aims to generate long-term wealth by investing within the manufacturing space in India. The fund aims to capitalize on growth opportunities in manufacturing created by rising demand and supply, government reforms, and the current geo-political scenario.

Long-term capital gains tax of 10% is applicable if the mutual fund units are held for more than one year. Short-term capital gains tax of 15% is applicable if the units are held for one year or less. Aforementioned tax rates shall be increased by applicable surcharge and health and education cess.

*The information is provided for general information only. For further details on taxation please refer to the clause on Taxation in the SAI.  In view of the individual nature of the implications, each investor is advised to consult his or her own tax advisors with respect to the specific amount of tax and other implications arising out of his or her participation in the schemes.

India’s manufacturing sector is poised for growth with enabling conditions like surging domestic and export demand, improving supply capabilities, and India’s rising geopolitical presence. The fund aims to leverage this theme and invest in sub-sectors of manufacturing that are likely to propel this boom over the coming years.

Returns may be in line with the growth achieved by India's manufacturing sector over the long term which is expected to outpace broader markets. However, actual returns depend on future performance.

Investors can transact through the below modes:
•    Axis MF Online / Axis MF Mobile
•    MF Utility
•    Channel Distributors
•    Stock Exchange Platforms
•    Other Electronic Mode

India is expected to become a global manufacturing hub on the back of policy push, investments, and rising domestic demand. Manufacturing's share in the GDP can rise substantially from the current 17% to around 25%.

The fund follows a bottom-up, fundamentals-based stock selection process. The fund seeks to identify companies across three segments of the Indian economy: companies investing in production capacity and R&D for future gains, those within industries with a rising demand trajectory, and those that are likely to benefit from India’s growing integration into the global supply chain.

The Indian manufacturing sector is poised for significant growth in the coming years backed by a strong confluence of reforms, policies, and sectoral priorities by the government. Initiatives like the National Infrastructure Pipeline, Production Linked Incentive schemes, and privatization drive will provide an impetus through increased infrastructure spending and manufacturing incentives. Focused programmes under the Atmanirbhar Bharat and Make in India 2.0 missions aim to empower local manufacturers, reduce imports dependence, and enhance production capacities.

The scheme follows the NIFTY India Manufacturing TRI as benchmark.

The fund is ideal for investors with high risk appetite and seeking capital appreciation over the long term with a 5-year investment horizon.

Axis India Manufacturing Fund is predominantly an equity-oriented scheme. Under normal circumstances, the fund will allocate 80-100% to equity & equity-related instruments including derivatives, 0-20% to debt & money market Instruments, and 0-10% to units issued by REITs & InvITs.

You can easily invest via:
•    Axis Mutual Fund’s official website or mobile app
•    Banks and financial platforms (such as Groww, Zerodha, Angel One)
•    Authorized distributors
You may choose either a lump sum or SIP investment method according to your preference.

The Nifty IT Index tracks the top 10 largest and most liquid companies in India’s Information Technology sector, listed on the National Stock Exchange. This index represents key players in IT services, consulting, software, and technology exports. Investing here lets you participate directly in India’s fast-growing IT industry, which is a major contributor to the economy and exports.

Unlike active funds where managers select stocks aiming to outperform, this is a passive index fund that mirrors the Nifty IT Index. This leads to lower costs, higher transparency, and returns that closely match the sector’s overall performance without the uncertainty of stock picking.

The Axis Nifty IT Index Fund is a passive mutual fund that invests in the top 10 Indian IT companies that make up the Nifty IT Index. Its goal is to closely replicate the index’s performance, providing you sector-focused exposure to India’s leading IT businesses without the need to pick individual stocks.
 

•    Long-Term Capital Gains (LTCG): Gains after 1 year are taxed at 12.5% on profits exceeding ₹1.25 lakh per year1
•    Short-Term Capital Gains (STCG): Gains within 1 year are taxed at 20%.
Holding your investment for over a year can reduce your tax liability

This fund invests almost entirely in the Information Technology sector, including IT services, software, consulting, and business process companies. This concentrated focus means you gain from the entire IT industry’s growth trends and innovations.

Yes! You can set up an SWP for regular cash withdrawals or STP to transfer funds systematically between Axis Mutual Fund schemes, offering flexibility and better control over your investments.

Past performance may or may not sustain in future.

*Note: Sector(s)/ Stock(s) mentioned above are for the purpose of disclosure of the portfolio of the Scheme(s) and should not be construed as recommendation.

1For individual nature of tax implications, investors are requested to consult their tax advisors before investing.

#Total Expense Ratio (TER) is of Axis Nifty IT Index Fund Direct Growth Plan as of 30 September 2025. The TER of the Scheme is subject to change  at the discretion of AMC within the limits specified in Scheme Information Document. Investors are requested to visit Axis Mutual Fund website to view the current TER of the Scheme at the time of investments (https://www.axismf.com/total-expense-ratio).
For NSE disclaimer, refer SID.

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

By investing in this fund, you get exposure to India’s IT giants, such as: Infosys Ltd, Tata Consultancy Services (TCS), HCL Technologies, Tech Mahindra, Wipro Ltd and more*. These companies are leading exporters and innovators in India's IT sector, driving strong global demand.

You can start investing with as little as ₹100, either through a lump sum payment or a Systematic Investment Plan (SIP), making it accessible for beginners and seasoned investors alike.

The Axis Nifty IT Index Fund has a low expense ratio of just 0.32% (direct growth plan, as of 30 September 2025)#. Lower expenses mean more of your invested money stays in the market working towards your wealth creation rather than paying for management fees.

This fund provides exclusive exposure to the IT sector, which is a tech-driven growth engine in India’s economy. As a sectoral fund, it acts as a complement to a broader portfolio by adding focused exposure to IT services and technology companies, helping diversify your investments beyond general equity funds.

•    Exposure to dynamic sector rotation opportunities.
•    Potential to benefit from earnings upgrades and valuation re-rating during upturns.
•    Focused thematic portfolio construction that adapts to economic conditions.
•    Diversification across cyclical and structural themes in the economy.
•    Suitable for investors who want a quality-focused thematic equity fund for long-term wealth creation.

This thematic fund may suit:
•    Investors looking for theme-based equity investing in India.
•    Those who want exposure to cyclical sectors like financials, consumption, industrials, and exports.
•    Long-term investors (5+ years) who can handle higher volatility vs diversified equity funds.

•    Being a thematic mutual fund, returns depend on the success of identified themes and economic cycles.
•    Sector concentration risk may be higher compared to diversified funds.
•    Performance can vary significantly across different market phases.

Yes. A SIP in Axis Business Cycles Fund helps investors participate across cycles, reduce timing risk, and build exposure to cyclical opportunities in thematic investing.

Axis Business Cycles Fund is an open-ended thematic equity mutual fund that follows a business cycle investing strategy. It identifies economic and market cycles and invests in sectors and companies expected to benefit during that phase. It is positioned as a theme-based mutual fund in India for investors seeking cyclical opportunities.

•    Axis Business Cycles Fund: Invests dynamically across sectors based on economic cycles.
•    Other Thematic Funds: Usually focus on one theme (e.g., ESG, technology, infrastructure).
•    Diversified Equity Funds: Spread across sectors with no thematic bias.
This makes Axis Business Cycles Fund a cyclical, theme-based investing option.

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

Business cycle investing is a form of thematic investing where the portfolio shifts across sectors depending on the economic environment (expansion, slowdown, recovery, consolidation). Different themes and sectors tend to outperform in different cycles, and this fund aims to capture these cyclical investing opportunities through sector rotation.

The fund manager combines:
•    Macroeconomic parameters: GDP growth, exports, inflation, interest rates, policy reforms.
•    High-frequency indicators: PMI, corporate earnings, business sentiment, consumer confidence.
•    Sector analysis: Industry trends, competitive positioning, growth drivers.
This approach aims towards a forward-looking thematic portfolio strategy.

•    Top-down: Aligning with macroeconomic and policy cycles.
•    Bottom-up: Selecting fundamentally strong companies with earnings visibility.
•    Hybrid: Blending macro themes with company-specific fundamentals for a high-conviction thematic portfolio.

By investing, you become a part-owner in leading mid-cap names, including: BSE Ltd, Max Healthcare Institute Ltd, Persistent Systems Ltd, Coforge Ltd, PB Fintech Ltd and many more. The fund also covers emerging businesses across many sectors, offering significant growth potential.

• Long-Term Capital Gains (LTCG): Gains after 1 year are taxed at 12.5% on profits beyond ₹1.25 lakh/year.
• Short-Term Capital Gains (STCG): Gains within 1 year are taxed at 20%. Holding your investment for over a year can help reduce tax outgo

You can begin with just ₹100, either through a lump sum or a Systematic Investment Plan (SIP). This low starting point makes it easy for beginners or those with modest budgets to start building wealth.

Yes! You can set up an SWP to receive regular cash payouts, or an STP to transfer money between Axis funds—all designed to give you better control and flexibility over your investments.

Note: Sector(s)/ Stock(s) mentioned above are for the purpose of disclosure of the portfolio of the Scheme(s) and should not be construed as recommendation.
For individual nature of tax implications, investors are requested to consult their tax advisors before investing.
Total Expense Ratio (TER) is of Axis Nifty Midcap 50 Index Fund Direct Growth Plan as on 31 July 2025. The TER of the Scheme is subject to change  at the discretion of AMC within the limits specified in Scheme Information Document. Investors are requested to visit Axis Mutual Fund website to view the current TER of the Scheme at the time of investments (https://www.axismf.com/total-expense-ratio).

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

Axis Nifty Midcap 50 Index Direct Growth Plan has low expense ratio of 0.26% (as of 31 July 2025). Lower expenses mean more of your money stays invested and working for you, rather than going towards fund management fees.

There is no lock-in period in Axis Nifty Midcap 50 Index Fund. You have full freedom to redeem your money anytime, subject to applicable exit load, giving you flexibility if your financial needs change. 

The Nifty Midcap 50 Index tracks 50 of India’s largest and most traded mid-cap companies, selected from the Nifty Midcap 150 Index companies. These are fast-growing businesses spanning more than 15+ key sectors, such as financial services, technology, healthcare, capital goods, real estate, consumer products, chemicals, power, services and more. Investing in this index lets you capture the progress of India’s mid-sized firms, many of which may become tomorrow’s market leaders

By investing in India’s emerging top 50 midcap companies across more than 15+ key sectors like Financial Services, FMCG, Capital Goods, Power, Consumer Services, Healthcare, Metals & Mining, Services your portfolio spreads risk effectively. Instead of relying on one or two stocks or sectors, you benefit from the broad market growth of emerging large companies across India’s economy.

The Axis Nifty Midcap 50 Index Fund is a passive mutual fund that invests directly in the top 50 midcap companies of the Nifty Midcap 150 Index. Instead of picking individual stocks, the fund aims to accurately track the index, providing a simple, cost-effective way for you to benefit from the growth of India’s mid-cap segment.

You can invest online easily through:
•    Axis Mutual Fund website or mobile app
•    Banks
•    Financial platforms (Groww, Zerodha, Angel One) or distributors
Choose between lump sum or SIP to match your convenience.
 

The Axis Nifty Midcap 50 Index Fund invests across 15+ sectors providing wide industry exposure, which helps reduce risk. Currently, the top sectors are Financial Services, FMCG, Capital Goods, Power, Consumer Services, Healthcare, Metals & Mining, Services and many more. This broad spread means your investment is not dependent on any one sector’s ups and downs, improving stability and growth potential in long term.

The Index rebalances twice a year, so it always holds the current companies in the Nifty Midcap 50 Index, keeping your investment aligned with market changes.

• Wide diversification: Get exposure to of India’s top 50 midcap companies in one investment.
• Low cost: Save on fees with a low expense ratio, so more of your money is invested.
• Easy access: Begin your investment journey with as little as ₹100.
• Transparency and simplicity: Know what you’re investing in and easily track your portfolio performance.
• Long-term growth potential: Participate in India’s economic expansion over the years.

Unlike active funds where managers try to pick winners, this passive fund replicates the Nifty Midcap 50 Index exactly. This means lower costs, higher transparency, and returns that closely mirror the broader market’s performance for this group of companies.

The NIFTY Next 50 is an index provided and maintained by NSE Indices. It represents the next level of liquid securities after the NIFTY 50.

The Axis Nifty Next 50 Index fund is a fund that replicates the performance of the Nifty Next 50 index. The fund offers exposure to a diverse range of sectors and companies that are considered to have growth potential.

The fund is suitable for investors looking for long-term wealth creation. It is suitable for investors who are comfortable with taking significant risks. Also, the fund requires a long-term approach, so one has to stick with it for at least 5 years, as it’s subject to volatility.

The minimum investment required for the fund is a lumpsum investment of ₹100 and in multiples of Re. 1/- thereafter. The minimum investment for monthly SIP is ₹100 and in multiples of Re. 1/- thereafter.

One can invest in the Axis Nifty Next 50 Index Fund in various ways. One of the ways is through the Fund’s official website. Another is through online mutual fund platforms. These investments can be done through lump sum or SIPs.

The Axis Nifty Next 50 may be more volatile than the Nifty 50, which is more susceptible to market fluctuations.

 This document represents the views of Axis Asset Management Co. Ltd. and must not be taken as the basis for an investment decision. Neither Axis Mutual Fund, Axis Mutual Fund Trustee Limited nor Axis Asset Management Company Limited, its Directors or associates shall be liable for any damages including lost revenue or lost profits that may arise from the use of the information contained herein. No representation or warranty is made as to the accuracy, completeness or fairness of the information and opinions contained herein. The AMC reserves the right to make modifications and alterations to this statement as may be required from time to time. 

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

Axis Bank Ltd. is not liable or responsible for any loss or shortfall resulting from the operation of the scheme.

Multi cap funds are suitable for investors with a medium to long-term investment horizon. While short-term fluctuations may occur, the diversified nature of these funds may make them suitable for investors looking to build wealth over time.

Unlike funds that focus on a specific market capitalization, multi cap funds allow investors to invest in all market caps and sectors simultaneously. This provides more comprehensive equity exposure within a single fund. This makes the fund positioned to benefit from changing market cycles where different market segments may potentially outperform at different times.

According to SEBI, multi cap funds are obligated to keep at least 75% of their assets invested in equity and equity-related instruments at all times. Therefore, their portfolios must ensure that at least 25% of their assets are invested in large cap stocks, 25% in mid cap stocks, and 25% in small cap stocks respectively.

While returns from multi cap funds can vary based on market conditions, the aim is to make the most of various market segments during different market cycles. It is important to note that multi cap funds come with very high risk and past performance is not indicative of future results.

Market capitalization, or market cap, is a measurement of a company's size. According to SEBI, all companies that are listed on the stock exchanges are ranked based on their market cap. The top 100 companies are categorised as large cap companies. Companies ranked from 101st-250th as mid cap companies, and those from 251st onwards as small cap companies.

Investing in multi cap funds offers several advantages. 
•    The first is simplicity and convenience of investing in multiple companies across market capitalization and eliminating the need to choose between large cap, mid cap, and small cap stocks. 
•    Second, these funds can help capitalize on varying market cycles where one market cap may outperform others. 
•    Third, these funds allow access to companies of all sizes – while large caps are predominantly well-established companies with relatively low volatility, small and midcaps come with greater potential to grow albeit at a higher risk. The combination offers a risk-adjusted portfolio that does not compromise growth prospects.

Large cap companies generally have an established track record and tend to be less volatile. Mid cap companies are typically riskier than large caps and are in a growing phase. Small cap companies carry even more risk compared to mid -cap companies and have higher growth potential.

Yes, multi cap funds are suitable for first-time investors as they provide an opportunity to have exposure to all market capitalizations—large cap, mid cap, and small cap stocks with professional management. This approach allows new investors to access a broad spectrum of growth opportunities across different segments of the market without the need for extensive market knowledge.

Multi cap funds help to manage risk through diversification. By investing in stocks of companies with varying market capitalizations and sectors, they spread risk across different segments of the market.

Investing in multi cap funds is simple. You can invest directly through the websites of fund houses or through online platforms offering mutual fund investment services. Additionally, you can approach banks, financial advisors, or mutual fund distributors to help you with the investment process. Before investing, it's essential to research different funds, consider factors such as risk profile, fund performance vis-à-vis benchmark and peers, expense ratios, and investment objectives. Consult with a financial advisor to align your investments with your financial goals.

Multicap funds are managed by experienced fund managers who adjust the portfolio allocation based on prevailing market conditions, aiming for the fund to be positioned for optimal performance.

Multi cap funds attract equity taxation as they invest at least 75% of their assets in equity and related instruments. Each investor is advised to consult his or her own tax consultant with respect to the specific tax implications arising out of his or her participation in the scheme.

Multicap funds provide a balanced approach, aiming for stable returns and managed risk by capturing opportunities across the entire market, regardless of company size.

You can begin investing in the Axis Nifty 50 Index Fund with just ₹100, either via a one-time (lump sum) payment or a Systematic Investment Plan (SIP).

Yes! You can set up an SWP to receive regular cash payouts, or an STP to transfer money between Axis funds—all designed to give you better control and flexibility over your investments.

The Axis Nifty 50 Index Fund diversifies your investment across 50 of India’s largest and most reliable companies covering 13+ sectors like finance, technology, energy, power, healthcare, automobile, services, consumer goods and many more*. This broad spread reduces risk by minimizing dependence on any single stock or sector. As a result, your portfolio gains stability and the potential to grow with India’s overall economic progress.

The Nifty 50 Index Fund’s portfolio is rebalanced twice a year to ensure it always reflects the current top 50 largest & most liquid Indian companies. This keeps your investment aligned with market changes and the Nifty 50 Index.

You can easily invest online through the Axis Mutual Fund website or mobile app, as well as via popular financial platforms, banks, or authorized mutual fund distributors. After a few simple steps, you can choose between investing a lump sum or starting a SIP, ensuring a convenient and seamless experience.

Unlike active funds where managers pick and choose stocks in hopes of outperforming the market, this passive index fund mirrors the Nifty 50 Index which consists of India’s top 50 largest & most liquid stocks as closely as possible. This results in lower costs, clearer transparency, and more predictable investment outcomes for you.

Past performance may or may not sustain in future.

*Note: Sector(s)/ Stock(s) mentioned above are for the purpose of disclosure of the portfolio of the Scheme(s) and should not be construed as recommendation.

1For individual nature of tax implications, investors are requested to consult their tax advisors before investing.

#Total Expense Ratio (TER) is of Axis Nifty 50 Index Fund Direct Growth Plan as on 30 September 2025. The TER of the Scheme is subject to change  at the discretion of AMC within the limits specified in Scheme Information Document. Investors are requested to visit Axis Mutual Fund website to view the current TER of the Scheme at the time of investments (https://www.axismf.com/total-expense-ratio).
For NSE disclaimer, refer SID.
 

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

The expense ratio for the Axis Nifty 50 Index Fund Direct Growth Plan is very low—around 0.10% per year (as on 30 September 2025)#. This means more of your money stays invested and working for you, making it cost-effective compared to most actively managed mutual funds.

The Axis Nifty 500 Index Fund has holdings in India’s top 50 most largest & liquid companies which includes some of India’s most respected and stable businesses, such as HDFC Bank, ICICI Bank, Reliance Industries, Power Grid, Jio Financial, NTPC, ITC, Nestle, Trent Ltd. and many more*. Investing in this fund means owning a piece of the companies that shape India’s growth landscape.

The Nifty 50 Index tracks the 50 largest and most actively traded companies on India’s National Stock Exchange, covering 13+ sectors like financial, technology, healthcare, power, energy, automobile, services, consumer goods and many more*. It serves as a broad benchmark reflecting the overall health and trends of India’s economy. Investing in the Nifty 50 Index lets you participate in the growth of India’s top businesses, aligning your money with the country’s economic progress.

No, there’s no lock-in period for Axis Nifty 50 Index Fund. You are free to redeem or withdraw all or part of your investment any time you want, allowing complete flexibility and liquidity.

The Axis Nifty 50 Index Fund is a low-cost mutual fund that invests in the 50 largest and most actively traded companies on India’s National Stock Exchange, closely mirroring the Nifty 50 Index subject to tracking error. This passive fund offers you broad exposure to India's top blue-chip companies across 15+ key sectors, helping you build long-term wealth with minimal stock-picking risk. By investing here, your money grows alongside India’s leading businesses, capturing the country’s economic progress.

•    Wide diversification: Get exposure to 50 of India’s largest and most liquid companies in one investment.
•    Low cost: Save on fees with a low expense ratio, so more of your money is invested.
•    Easy access: Begin your investment journey with as little as ₹100.
•    Transparency and simplicity: Know what you’re investing in and easily track your portfolio performance.
•    Long-term growth potential: Participate in India’s economic expansion over the years.

This index fund is perfect if you want a low-cost way to diversify your portfolio and participate across the top 50 largest and most actively traded Indian companies. It suits both new investors looking for a safe entry point and experienced investors aiming to wealth creation & balance their equity allocation.

Returns after selling your investment after one year are considered Long-Term Capital Gains and taxed at 12.5% beyond ₹1.25 lakh in gains per year. For redemptions within a year, Short-Term Capital Gains Tax applies at 20%1. Planning your investment horizon can help manage and optimize your tax burden.

Investors who:
•    Prefer a value-style investment approach but want to avoid traditional pitfalls.
•    Seek exposure to reasonably valued, fundamentally strong businesses.
•    Have a medium- to long-term investment horizon (5 years+).
•    Are comfortable with equity market cycles and short-term volatility.

Axis Value Fund is an open-ended equity scheme that follows a differentiated value investing strategy. The fund seeks to provide long-term capital growth by investing in stocks that are trading below their intrinsic value but have strong fundamentals and the potential to improve and re-rate over time.

Equity investments are subject to market risk, volatility, and economic cycles. Value opportunities may take longer to play out, requiring investor patience. The fund’s embedded risk management process aims to mitigate such risks.

Unlike traditional value investing that focuses mainly on low valuations (risking “value traps”), Axis Value Fund combines:
•    Valuation discipline: looks for companies trading at reasonable, lower multiples.
•    Fundamentals focus: prefers businesses with strong balance sheets, RoE/cash flow potential, or management turnaround stories.
•    Medium-to-long term outlook: aims to capture wealth creation through sector cycles and earnings re-rating.

Investors should ideally have a medium-to-long term horizon of 5 years or more to potentially benefit from sector cycles, valuation re-rating, and earnings growth.

To generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities by following value investing strategy. There is no assurance that the investment objective of the Scheme will be achieved.

Yes, SIPs in Axis Value Fund allow investors to gradually build exposure to value opportunities while managing volatility through rupee-cost averaging.

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

•    Opportunity to benefit from earnings growth within sectors and economic cycles.
•    Avoids highly leveraged or structurally weak companies.
•    Provides exposure to management turnaround and sector dynamism.
•    Integrated risk management with disciplined portfolio construction.
•    Aims for wealth creation via an alternative, fundamentally driven route.

The fund follows a two-pronged framework:

1. Valuations – Identify companies trading at attractive multiples relative to peers/sectors.
2. Fundamentals – Check for strong balance sheets, RoE, cash flow generation, sector tailwinds, and capable management.

The fund avoids:

•    Highly leveraged businesses.
•    Companies with weak governance or poor fundamentals.
•    “Value traps” — low-valuation companies unlikely to recover due to structural issues.

•    Market dynamics are expected to be influenced by cyclicals, capex-driven segments, and utilities.
•    Valuations are relatively rich, but opportunities remain in mid- and small-cap spaces where earnings growth is visible.
•    Sectors like financials, industrials, B2B companies, and utilities are likely to benefit from India’s growth phase.
•    The fund remains selectively positioned to capture these opportunities while managing risk.

Quant funds aim to generate capital appreciation over the long term without any human emotional judgment or biased errors. Decisions are entirely based on the quant scheme’s nature and its investment objective. Investors do not have to worry about human biases as these funds function on a predefined algorithm. AI technology has no scope for human error and quant funds function on this data driven technology.

A quant fund is a type of equity mutual fund. It tries to generate returns by investing in stocks using data driven artificial intelligence technology. Investors can invest in Axis Quant Fund either by making a lumpsum investment or they can also opt for Systematic Investment Plan (SIP). Axis Quant Fund is an open ended scheme that doesn’t have a lock-in period. Investors can enter or exit Axis Quant Fund at any given time by placing a request to the AMC.

Axis Quant Fund is an open-ended equity scheme following a quantitative model. The investment objective of this fund is to generate long-term capital appreciation by investing primarily in equity and equity related instruments selected based on a quantitative model. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Quant funds may turn out to be a good investment option for those investors who are looking for a mutual fund scheme that generates capital appreciation over the long term and works without any human emotional judgment or biased errors. The quant fund aims to deliver by making investment decisions purely based on its investment objective. Even if the fund house undergoes management changes, investors need not get triggered because quant funds are purely data driven based on an automated system.

Usually, with active mutual funds, the fund managers carefully pick stocks that have growth potential and keep shuffling the portfolio to suit the changing market cycles. However, when it comes to quant funds, the entry and exit decisions for its underlying securities are computer based. Quant fund managers are given the task of crafting a predefined investment strategy that automatically picks securities to allow the quant fund to achieve its investment objective. Since the entire portfolio of a quant fund is built using an algorithm, the scope for human error is mitigated.

The benefits of investing in Axis Balanced Advantage Fund include: 

• Capital appreciation while generating income over the medium to long term.
• Active management of asset allocation to balance risk and return.
• Investment in a mix of equity, debt, and money market instruments.

Yes, dividends received from Balanced Advantage Funds are subject to tax. The tax rate can vary based on the prevailing tax laws. It's advisable to consult with a tax advisor for the latest information on dividend taxation.

Choosing between equity funds and Balanced Advantage Funds depends on your investment goals and risk tolerance. Equity funds are more suitable for investors looking for higher growth potential and are willing to take on higher risk. Balanced Advantage Funds offer a more balanced approach, with a mix of equity and debt to manage risk while aiming for growth.

You can invest in Axis Balanced Advantage Fund through various channels such as online platforms, mutual fund distributors, or directly through the Axis Mutual Fund website. It's advisable to consult with a financial advisor to guide you through the process.

The tax liability on gains from Balanced Advantage Funds depends on the holding period and the nature of the gains (short-term or long-term). Short-term capital gains (STCG) are taxed at 20%, while long-term capital gains (LTCG) exceeding ₹1.25 lakh are taxed at 12.5% without the benefit of indexation. 

As per the current portfolio (September 30, 2024), 69.72 % of the net assets are invested in equity. Hence, equity taxation would apply

Balanced Advantage Funds, also known as dynamic asset allocation funds, are hybrid mutual funds that invest in both equity and fixed-income asset classes. The allocation between these asset classes is adjusted based on market conditions to balance risk and return.

The minimum amount required to invest in Axis Balanced Advantage Fund is Rs. 100 and in multiples of Re. 1/- thereafter. It's best to check the latest information on the Axis Mutual Fund website or consult with a financial advisor for the current minimum investment amount.

Axis Balanced Advantage Fund, is an open-ended dynamic asset allocation fund. It aims to provide capital appreciation while generating income over the medium to long term by investing in equity, equity-related instruments, debt, and money market instruments.

Yes, Axis Balanced Advantage Fund allows for Systematic Transfer Plan (STP), Systematic Investment Plan (SIP), and Systematic Withdrawal Plan (SWP) to provide flexibility in managing your investments.

Investing in a Balanced Advantage Fund can be suitable if you are looking for a balanced approach to investing in both equity and debt, which can help manage risk while aiming for growth. However, it's always best to consult with a financial advisor to determine if it aligns with your investment goals and risk tolerance.

There shall be no entry load for all Mutual Fund schemes. The exit loads for Axis Balanced Advantage Fund are if redeemed / switched-out within 12 months from the date of allotment:. 

For 10% of investments: NIL. For remaining investments: 1% 

If redeemed / switched-out after 12 months from the date of allotment: NIL 

It's best to check the latest information on the Axis Mutual Fund website or consult with a financial advisor for the current charges.

Balanced Advantage Funds are actively managed. The fund manager actively adjusts the allocation between equity and debt based on market conditions and investment strategies.

Balanced Advantage Funds are suitable for a wide range of investors, including those looking for a balanced approach to investing in both equity and debt, and those aiming for capital appreciation with managed risk.

Axis Short Duration Fund is an open ended short duration debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 1 year to 3 years. The investment objective of this fund 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.

A short duration debt fund might work well when the interest rates are high but may drop unexpectedly. Short duration debt funds may be a good investment option in a market where the interest rates are unpredictable. Since the average portfolio maturity is shorter than long term debt funds, fluctuations in the interest rates do not affect the performance of short duration debt funds. A short duration fund invests in a basket of debt instruments, thus offering diversification to investors. This fund can be a good option for someone looking to park their money for a short duration. Short duration funds have high liquidity which is why they are considered for building an emergency fund.

A short duration debt fund invests in a range of debt securities such as government securities, derivatives, corporate bonds, etc. To ensure that the portfolio maintains liquidity, these funds may also invest in money market instruments like commercial paper, treasury bills, certificates of deposits, etc. There are no norms that oblige these funds to invest in securities with high credit ratings. Hence short duration funds can invest in low credit quality debt instruments that may have the ability to generate better returns.

Axis Short Duration Fund invests in shorter duration debt and money market instruments which give the potential to generate relatively stable returns with comparatively lesser risk. It is a short duration debt fund investing in high quality papers that allows participation in the short duration part of the curve which is a large and highly traded space.

Axis Short Duration Fund is a debt mutual fund that invests in a portfolio of securities that mature over the short duration.

Axis ESG Integration Strategy Fund aims for long-term capital appreciation by investing in quality companies with sustainable growth prospects. It places a strong emphasis on incorporating ESG considerations into its investment approach. Additionally, the fund has the flexibility to invest internationally, capturing ESG opportunities across the global landscape.

Axis ESG Integration Strategy Fund follows a stringent screening process, ensuring that companies included in the portfolio meet ESG criteria. The fund focuses on sustainable companies with strong fundamentals and a positive social impact. Moreover, the fund provides exposure to global sustainable companies, diversifying opportunities for investors.

Axis ESG Integration Strategy Fund has the flexibility to invest up to 30% of its portfolio in globally sustainable companies. This exposure allows investors to benefit from ESG opportunities on a global scale and diversify their investments across international markets. *

Axis ESG Integration Strategy Fund looks for companies with strong fundamentals that not only offer the potential for alpha generation but also have a positive social impact. A minimum of 80% of the portfolio comprises stocks that rate highly on an internal ESG review, indicating their sustainability. *

To stay informed about the ESG performance and holdings of Axis ESG Integration Strategy Fund, you can regularly review the fund's reports, visit the Axis Mutual Fund website, or contact their customer support for updates.
* Current portfolio allocation is based on the current market conditions and is subject to changes depending on the fund manager’s view of the markets. Please refer SID, for detail Asset Allocation & Investment strategy of the Scheme.

The expense ratio for the Axis Nifty 100 Index Fund Direct Growth Plan is—0.21% (as of 31 July 2025). This means more of your money stays invested and working for you, making it cost-effective compared to most actively managed mutual funds.

The Axis Nifty 100 Index Fund has major holdings in some of India’s most respected and stable businesses, such as HDFC Bank, ICICI Bank, Reliance Industries, Ultratech, L&T, Titan, Asianpaints, Coal India, Bharti Airtel and many more. Investing in this fund means owning a piece of the companies that shape India’s corporate landscape.

The Nifty 100 Index combines the Nifty 50 and Nifty Next 50, capturing the TOP 100 companies on the National Stock Exchange (NSE) across various sectors like banking, technology, energy, and consumer goods etc. By tracking the Nifty 100 Index, you get exposure to companies that represent a major portion of the country’s stock market capitalization. This means your investments grow alongside India’s leading businesses and the broader Indian economy.

No, there’s no lock-in period for Axis Nifty 100 Index Fund. You are free to withdraw all or part of your investment any time you want, allowing complete flexibility and liquidity.

Axis Nifty 100 Index Fund is an open-ended mutual fund scheme that directly invests in all companies making up the Nifty 100 Index. This index fund aims to replicate the performance of the index, so you benefit from the collective performance of India’s top 100 listed companies. It offers you a simple and efficient way to track the growth of India’s blue-chip companies through a single investment.

•    Wide diversification: Get exposure to 100 of India’s top companies in one investment.
•    Low cost: Save on fees with a low expense ratio, so more of your money is invested.
•    Easy access: Begin your investment journey with as little as ₹100.
•    Transparency and simplicity: Know what you’re investing in and easily track your portfolio performance.
•    Long-term growth potential: Participate in India’s economic expansion over the years.

This index fund can be ideal if you want a low-cost way to diversify your portfolio and participate in the growth of large, well-established top 100 Indian companies. It suits both new investors looking for a safe entry point and experienced investors aiming to balance their equity allocation. If you seek long-term growth and want to avoid the hassle of picking stocks yourself, this fund is an excellent choice for you.

Returns after selling your investment after one year are considered Long-Term Capital Gains and taxed at 12.5% beyond ₹1.25 lakh in gains per year. For redemptions within a year, Short-Term Capital Gains Tax applies at 20%. Planning your investment horizon can help manage and optimize your tax burden.

You can begin investing in the Axis Nifty 100 Index Fund with just ₹100, either via a one-time (lump sum) payment or a Systematic Investment Plan (SIP).

Yes! You can set up an SWP to receive regular cash payouts, or an STP to transfer money between Axis funds—all designed to give you better control and flexibility over your investments.

By investing in the Axis Nifty 100 Index Fund, your money is spread across 100 different large-cap companies from 15+ key sectors. This means you don’t rely on the performance of just one company or sector, which helps reduce overall investment risk and brings balance to your portfolio.

The Axis Nifty 100 Index Fund’s portfolio is rebalanced to ensure it always reflects the current top 100 companies. This keeps your investment aligned with market changes and the Nifty 100 Index.

You can easily invest online through the Axis Mutual Fund website or mobile app, as well as via popular financial platforms, banks, or authorized mutual fund distributors. After a few simple steps, you can choose between investing a lump sum or starting a SIP, ensuring a convenient and seamless experience.

Unlike active funds where managers pick and choose stocks in hopes of outperforming the market, this passive index fund mirrors the Nifty 100 Index as closely as possible. This results in lower costs, clearer transparency, and more predictable investment outcomes for you.

Note: Sector(s)/ Stock(s) mentioned above are for the purpose of disclosure of the portfolio of the Scheme(s) and should not be construed as recommendation.

For individual nature of tax implications, investors are requested to consult their tax advisors before investing.

Total Expense Ratio (TER) is of Axis Nifty 100 Index Fund Direct Growth Plan as on 31 July 2025. The TER of the Scheme is subject to change  at the discretion of AMC within the limits specified in Scheme Information Document. Investors are requested to visit Axis Mutual Fund website to view the current TER of the Scheme at the time of investments (https://www.axismf.com/total-expense-ratio).

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

Investors who can stay with the fund for at least 5 years or more should invest. They are a suitable option for conservative equity investors or first-time equity investors, due to their less volatile nature.

The minimum SIP investment amount for Axis Aggressive Hybrid Fund is ₹100 and in multiple of Re. 1/-; lumpsum investment is ₹500 in multiples of Re. 1/- thereafter.

The Aggressive Hybrid Fund invests 65-80% of its assets into equity stocks and the remaining 20-35% in debt & money market instruments. It offers a balanced approach to investing, combining equity for growth potential with debt for stability.

You can visit Axis Fund’s house official website or Axis Mutual Fund app to invest in the Axis Aggressive Hybrid Fund. These investments can be done in two ways either through lump sums or SIPs.

 This document represents the views of Axis Asset Management Co. Ltd. and must not be taken as the basis for an investment decision. Neither Axis Mutual Fund, Axis Mutual Fund Trustee Limited nor Axis Asset Management Company Limited, its Directors or associates shall be liable for any damages including lost revenue or lost profits that may arise from the use of the information contained herein. No representation or warranty is made as to the accuracy, completeness or fairness of the information and opinions contained herein. The AMC reserves the right to make modifications and alterations to this statement as may be required from time to time. 

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

Axis Bank Ltd. is not liable or responsible for any loss or shortfall resulting from the operation of the scheme.

An Aggressive Hybrid is a type of mutual fund that invests in both stocks and fixed-income securities, typically maintaining a higher allocation to equities (usually 65%-80%). This blend aims to provide the potential for capital appreciation from stocks while offering some stability from the debt component.

Axis Aggressive Hybrid Fund is an open-ended hybrid scheme investing predominantly in equity and equity-related instruments. It invests 65-80% of the funds in equity and the remaining in debt. The scheme seeks to generate long-term capital appreciation by investing in a mix of equity and equity instruments, debt instruments and money market instruments.

• SIP (Systematic Investment Plan): ₹100 per month. 
• Lump Sum Investment: Rs. 100 and in multiples of Re. 1/- thereafter

Yes, it’s designed for investors who want exposure to equities without needing to pick individual stocks. The fund manager handles the complexity for you.

Professional fund managers at Axis Mutual Fund actively manages the portfolio. They analyze market trends, company performance, and economic indicators to make informed investment decisions.

You can begin by:

• Visiting the Axis Mutual Fund website
• Downloading the Axis Mutual Fund mobile app 
• Consulting a financial advisor or distributor

No, returns are market-linked and can fluctuate. While the fund aims for growth, it does not guarantee fixed returns.

Market caps are defined as per SEBI regulations as below: a. Large Cap: 1st -100th company in terms of full market capitalization. b. Mid Cap: 101st -250th company in terms of full market capitalization. c. Small Cap: 251st company onwards in terms of full market capitalization.

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. 

While no equity fund is entirely risk-free, Axis Flexi Cap Fund mitigates risk by diversifying across different company sizes and sectors. It has a very high risk rating as per the riskometer.

The fund is actively managed, meaning the portfolio is reviewed and adjusted regularly based on market conditions and performance of underlying stocks.

Axis Flexi Cap Fund is an open-ended equity mutual fund that invests across large-cap, mid-cap, and small-cap companies. It offers flexibility in choosing stocks from any market capitalization, aiming to balance growth and stability.

Yes, you can redeem your investment at any time. The proceeds are typically credited within a few working days.

This fund is ideal for: 

• Investors looking for diversified equity exposure.
• Those unsure whether to invest in large, mid, or small companies.
• Long-term wealth builders who prefer professional fund management.

You can monitor your investment through: 

• Axis Mutual Fund mobile app 
• Axis Mutual Fund website 
• Email and SMS updates

No, there is no lock-in period. You can redeem your investment anytime (subject to applicable load, making it a liquid and flexible option.

Absolutely! SIP is a great way to invest gradually and reduce the impact of market volatility. It’s especially helpful for beginners.

Axis Gold Fund is an open-ended fund of fund scheme investing in Axis Gold ETF. The objective is to generate returns that closely correspond to returns generated by Axis Gold ETF.

Anyone looking for capital appreciation over the medium to long term and willing to invest in gold ETFs can invest in the Axis Gold Fund. It is suitable for investors seeking to generate returns similar to the underlying fund, subject to tracking error

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 Rs 1 Lakh). Trustee: Axis Mutual Fund Trustee Ltd. Investment Manager: Axis Asset Management Co. Ltd. (the AMC). Risk Factors: Axis Bank Limited is not liable or responsible for any loss or shortfall resulting from the operation of the scheme. This document represents the views of Axis Asset Management Co. Ltd. and must not be taken as the basis for an investment decision. Neither Axis Mutual Fund, Axis Mutual Fund Trustee Limited nor Axis Asset Management Company Limited, its Directors or associates shall be liable for any damages including lost revenue or lost profits that may arise from the use of the information contained herein. No representation or warranty is made as to the accuracy, completeness or fairness of the information and opinions contained herein. The AMC reserves the right to make modifications and alterations to this statement as may be required from time to time. 

Investors will be bearing the recurring expenses of the scheme in addition to the expenses of other schemes in which Fund of Funds scheme makes investment

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

Gold Funds can be either actively or passively managed. However, the Axis Gold Fund is passively managed as it invests in the  units of Axis Gold ETF and aims to replicate its performance. Axis Gold ETF, tracks the domestic price of gold.

Investing in Axis Gold Fund offers several benefits:

•  Convenience: Invest in gold without the hassles of storage or concerns about quality.
•  Low Cost: Lower holding costs compared to physical gold.
•  Transparent Pricing: Prices are based on international gold price movements.
•  Flexibility: Invest any amount, starting from the minimum investment requirement of Rs. 100.
   

The choice between NIFTY 50 and Gold Fund depends on your investment goals and risk tolerance:

• NIFTY 50: Offers higher returns but comes with higher risk and volatility. It is suitable for investors looking for capital appreciation and willing to take on more risk.
• Gold Fund: Provides potentially stability and generally acts as a hedge against inflation and economic uncertainties. It is suitable for investors prioritizing capital preservation and lower risk

You can invest in Gold Funds through various methods:

• Mutual Funds: Purchase shares of a mutual fund that invests in gold.
• ETFs: Buy shares of a gold ETF on the stock exchange.
• Financial Institutions: Some banks and financial institutions offer gold funds.

The minimum investment required for Axis Gold Fund is ₹100, and the minimum additional investment is also ₹100. The minimum SIP (Systematic Investment Plan) investment for a monthly frequency is ₹100.

Yes, Axis Gold Fund allows for Systematic Transfer Plan (STP), Systematic Investment Plan (SIP), and Systematic Withdrawal Plan (SWP)

A Gold Fund is a type of mutual fund that invests directly or indirectly in gold. These funds can invest in physical gold, or gold related instruments. They offer investors a way to gain exposure to gold without having to physically own it.

Axis Gold Fund does not have an entry load, but it does have an exit load of 1% if redeemed within 15 days from the date of allotment.

Arbitrage funds are actively managed. Fund managers actively seek out and exploit arbitrage opportunities in different markets to generate returns.

Arbitrage funds can be suitable for investors looking for relatively low-risk investment options to park their short-term money. They are ideal for cautious investors, active investors, and those who want to keep an emergency fund.

Investing in the Axis Arbitrage Fund offers several benefits:
•    It utilizes the price differential in the cash and derivatives segment of the equity market to generate returns with relatively low volatility.
•    It seeks to capture the cash-futures spread in the equity market without being affected by market direction.
•    It can be suitable for parking short-term money
 

Arbitrage funds can be considered relatively safer as they aim to exploit price differentials in different markets, which typically involves lower risk compared to other equity investments.

Choosing between equity funds and arbitrage funds depends on your risk tolerance and investment timeline. Arbitrage funds offer lower risk and for short to medium term objectives, while equity funds unlock the potential for higher returns but demand a longer horizon and tolerance for volatility.

You can invest via Website or Mutual Fund App

An arbitrage fund is a type of mutual fund that aims to exploit price differentials in different markets or instruments to generate returns. These funds typically buy and sell the same or similar securities simultaneously in different markets to profit from the price differences.

Arbitrage funds are taxed like equity funds. If you hold the investment for more than one year, the gains are subject to long-term capital gains tax. If held for less than a year, short-term capital gains tax applies

The Axis Arbitrage Fund is an open-ended scheme that invests in arbitrage opportunities. It aims to generate income through low volatility absolute return strategies by taking advantage of opportunities in the cash and derivative segments of the equity markets. The scheme also invests between10-35% of its total assets in debt and money market instruments.

The minimum investment required for the Axis Arbitrage Fund is ₹500 for both lump sum and additional investments. The minimum SIP (Systematic Investment Plan) amount is ₹100

Arbitrage funds work by generating profit from price differentials in the derivatives and cash (or spot) markets through simultaneous buy and sell transactions. For instance, an arbitrage fund could buy an asset in today's cash market and simultaneously sell it in the futures market at a higher price, thereby locking in its gain right away.

Yes, the Axis Arbitrage Fund allows for Systematic Transfer Plan (STP), Systematic Investment Plan (SIP), and Systematic Withdrawal Plan (SWP)

Arbitrage funds can be a suitable choice for investors who want to profit from volatile markets without taking on too much risk. They are relatively low risk, but the payoff can be unpredictable. These funds are taxed like equity funds, and investors need to keep an eye on expense ratios, which can be high.

The Axis Arbitrage Fund has an exit load of 0.25% if redeemed within 15 days from the date of investment/allotment. If redeemed/switched out after 15 days from the date of allotment, there is no entry load.

Axis Focused 25 Fund is an open ended multi cap equity scheme which invests in a maximum of 25 stocks of large cap, mid cap, and small cap companies. Axis Focused 25 Fund aims to generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of up to 25 companies. Investors with a very high risk appetite who are seeking capital appreciation over the long term with exposure to equity markets may consider investing in equity funds like Axis Focused 25 Fund.

Investing in Axis Focused 25 Fund is a good option as this scheme aims to generate capital appreciation by picking the best 25 stocks. This fund is ideal for investors who wish to invest in a scheme that invests across market capitalization. Investing in Axis Focused 25 Fund may allow investors to create wealth however, investors may need to have a long term investment horizon spanning over three years to five years minimum so that this equity fund can perform and deliver decent returns over in the long run. Also, only investors who carry a very high risk appetite should consider investing in Axis Focused 25 Fund. Investors can target their life’s long term financial goals like buying their dream home, building a commendable retirement corpus, securing their child’s financial future, building a marriage corpus for their child, etc. by investing in Axis Focused 25 Fund.

While an equity mutual fund has the leeway to decide how many stocks to invest in, focused funds can invest in up to 30 stocks. Axis Focused 25 Fund builds its investment portfolio by investing in 25 stocks that have growth potential. The fund invests across market capitalization as there are no restrictions on that front. The AMC accumulates financial resources from investors sharing a common investment objective and invests this accumulated sum across market capitalization. In exchange, the investors receive units in accordance with the scheme’s existing Net Asset Value (NAV). The Axis Focused 25 Fund may invest in large, mid, and small stocks that have growth potential and can offer long term earnings to investors.

Here are some of the primary benefits of investing in Axis Focused 25 Fund:

• Axis Focused 25 Fund is a scheme that invests in a concentrated portfolio of high conviction ideas (up to 25).
• Axis Focused 25 Fund focuses on companies that have the capability to sail through their business cycles without being affected by short term market volatility.
• While Axis Focused 25 Fund offers the benefit of higher exposure to the best ideas, the portfolio is well diversified across sectors to manage risk.
• Axis Focused 25 Fund invests in equity, which, as an asset class holds the potential to beat inflation and generate long term wealth.
• Axis Focused 25 Fund can help investors achieve their life’s on long-term financial goals such as children’s education and their future, retirement, or any other long term growth that needs a wealth creation plan.

Axis Focused 25 Fund is an equity mutual fund that falls under the focused fund category. Focused funds are those equity mutual funds that target up to 30 stocks to build their investment portfolio. Here, the fund manager can only shuffle between 30 company stocks to help the scheme achieve its investment objective. Although the focused fund has a concentrated portfolio limiting to 30 stocks, the fund can invest across market capitalization.

•    Focus on innovative, entrepreneurial companies with strong management.
•    Bottom-up stock picking to identify businesses with growth potential.
•    Diversified portfolio with superior liquidity profile.
•    Consistent risk management embedded in the investment process.
•    Potential for higher growth compared to large-cap investments.

Axis Midcap Fund invests in mid-sized companies ranked 101st to 250th by market capitalization. These firms offer a balance of growth potential and risk—more dynamic than large-caps but more stable than small-caps.
•    Large-cap funds focus on the top 100 companies, offering relative stability and lower volatility.
•    Mid-cap funds (like Axis Midcap) target growing businesses with higher return potential and moderate risk.
•    Small-cap funds invest in companies ranked 251st and beyond, which can deliver high returns but come with significantly higher volatility.

The portfolio emphasizes:
•    Companies with strong fundamentals, economic moats, and distinct competitive advantages.
•    Businesses showing consistent cash flows and return on equity over 3–5 years.
•    True-to-label mid-cap allocation with diversified holdings.

Yes, investors can start a SIP in Axis Midcap Fund to benefit from disciplined investing and rupee-cost averaging, especially given the volatility of mid-cap stocks.

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

The fund avoids companies with poor corporate governance and weak financial metrics.

The fund manager believes that India’s long-term growth story, backed by domestic demand, provides attractive opportunities in sectors like consumption, financial services, industrials, IT, healthcare, and hotels. Selective stock-picking remains key to capturing these opportunities.
Sector(s)/ Stock(s)/ Issuer(s) mentioned above are for the purpose of disclosure of the portfolio of the Scheme(s) and should not be construed as recommendation.

Investors who:
•    Want to participate in India’s mid-cap growth potential.
•    Have a long-term investment horizon of at least 5 years.
•    Can tolerate higher volatility compared to large-cap funds.

Axis Midcap Fund is an open-ended equity scheme that predominantly invests in mid-cap companies. The fund follows a bottom-up investment approach, focusing on businesses with strong fundamentals, economic moats, and potential to deliver sustainable growth over the medium to long term.

Mid-cap companies tend to be more volatile than large-caps. While this creates opportunities for higher growth, it also involves higher risk. The fund mitigates this through diversification and disciplined stock selection.

As per SEBI regulations, the fund invests at least 65% of its portfolio in mid-cap companies.

The fund follows a bottom-up approach, selecting companies based on:
•    Fundamentals and growth visibility.
•    Experienced management.
•    Industry leadership or potential to gain market share.
•    Quality of earnings, cash flows, and RoE

To achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies. There is no assurance that the investment objective of the Scheme will be achieved.

Since mid-cap investing requires time for businesses to realize their growth potential, investors are recommended to stay invested for 5 years or more.

One way to earn long term capital appreciation is by investing in Axis Large Cap Fund. Follow these simple steps to invest in Axis Large Cap Fund online:

1. Log on to https://www.axismf.com website
2. Hover on the ‘All Schemes’ tab and when you get a drop down click on ‘Equity’
3. You will see all the equity mutual funds offered by Axis Mutual Fund
4. ‘Select Axis Large Cap Fund’
5. Click on ‘Start SIP’ if you want to start a SIP
6. Then Select the SIP amount, Tenure, SIP date, and Growth / Regular plan and click ‘Continue’
7. If you want to start investing right away, you can even click select the ‘Add Lumpsum’ feature
8. You can now start investing in Axis Large Cap Fund

Large Cap funds predominantly invest in the equity market. This makes them a very high volatile investment. This mutual fund scheme may hold the potential to offer risk adjusted returns over the long term, but it doesn’t guarantee returns. Hence, investors with a very high risk appetite and a long term investment horizon may consider investing in a large Cap fund. If you are someone who wishes to invest in a diversified portfolio of largecap stocks you should consider investing in a largecap fund.

Investing in Axis Large Cap Fund is a good option as this scheme has the potential to offer risk adjusted returns over the long term. Investing in Axis Large Cap Fund may allow investors to create wealth however, investors may need to have a long term investment horizon spanning over five years to seven years at least so that this equity fund is able to perform and deliver decent returns over in the long run. Also, only investors who carry a very high risk appetite should consider investing in Axis Large Cap Fund. Investors can target their life’s long term financial goals like retirement planning, securing their child’s financial future, building a marriage corpus for their child, etc. by investing in Axis Large Cap Fund.

Here are the primary benefits of investing in Axis Large Cap Fund:

• Large Cap mutual funds invest predominantly in large companies
• Such companies are traded frequently and hence liquid and also less volatile as these stocks have a proven track record, business models and are capable enough to deliver long term consistent returns.
• The Axis Large Cap Fund aims to outperform the benchmark with risk lower than the benchmark.
• Asset Class benefit - Equity as an asset class holds the potential to beat inflation and generate long term wealth.
• Target Goals- Long-term goals such as children's education & their future, retirement, or any other long term growth that needs a wealth creation plan

Axis Large Cap Fund works pretty much like any other equity mutual fund scheme. The fund invests a majority of its investible corpus in equity and equity related instruments of companies with large market capitalization. The scheme may invest the remaining corpus in money market instruments in quantum with the scheme’s investment objective. The AMC collects money from investors sharing a common investment objective and the fund manager invests this accumulated sum across large cap companies. In exchange, the investors receive units in accordance with the scheme’s existing Net Asset Value (NAV). The NAV of the scheme may fluctuate depending on how the scheme performs over time. Axis Large Cap Fund invests in large cap stocks that have growth potential and can offer long term earnings to investors.

A Large cap fund is an open ended equity scheme that predominantly invests in equity and equity related instruments of large cap companies. Also referred to as large cap fund, Large Cap funds invest a minimum of 65% of their total investible corpus in equity and equity related instruments of financially well-established companies. Large Cap funds mostly invest in stocks of companies that have a proven track record. Of its total assets, a Large Cap fund allocates a majority of its assets to companies with large market capitalization.

Axis ELSS Tax Saver Fund is a diversified equity linked saving scheme (ELSS) that invests in a mix of large caps and select midcaps. This tax saver fund has a 3-year lock-in which is one of the lowest amongst other tax saving instruments. A 3-year lock-in ensures that the money stays invested in equities and does not get perturbed by market ups and downs. Add to it, the fund manager can take much informed decision and look through the interim volatility. Being an ELSS scheme, the scheme comes with dual advantages of building wealth and saving tax. The long term mutual fund has a 3-year lock-in which is one of the lowest amongst other tax saving instruments. Also, equity as an asset class holds potential to beat inflation and generate long term wealth. By investing in Axis ELSS Tax Saver Fund, investors can target long-term goals such as children's education & their future, retirement or any other long term growth that needs wealth creation plan.

Axis ELSS Tax Saver Fund is a tax saving mutual fund scheme that comes with a statutory lock-in of three years. A lock-in period in mutual funds is a duration where the investor cannot sell his or her mutual fund scheme investments. This means investors cannot redeem their Axis ELSS Tax Saver Fund units for a minimum duration of 36 months from the time of investment. Upon the completion of the lock-in period, retail investors can redeem their Axis ELSS Tax Saver Fund units, or they can even consider this ELSS fund for long term investment. 

Axis ELSS Tax Saver Fund is a mutual fund scheme that invests a majority of its investible corpus in equity and equity related instruments of various companies. The scheme may invest the remaining its corpus in money market instruments in quantum with the scheme’s investment objective. The AMC collects money from investors sharing a common investment objective and the fund manager invests this accumulated sum. In return, investors receive units in accordance with the scheme’s current NAV (net asset value). The fund manager will try to balance the portfolio between large caps and mid caps while searching for investment opportunities across market cap. The scheme tries to invest in stocks that have growth potential and can offer long term earnings to investors.

Axis ELSS Tax Saver Fund is an ELSS mutual fund scheme. This is an open ended equity linked saving scheme with a statutory lock in of 3 years and tax benefit. The investment objective of this tax saver fund 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. 

One of the best to way to save tax is by investing in tax saving mutual funds like ELSS. Follow these simple steps to invest in Axis ELSS Tax Saver Fund online:
1. Log on to https://www.axismf.com website
2. Hover on the ‘All Schemes’ tab and when you get a drop down click on ‘Equity’
3. You will see all the equity mutual funds offered by Axis Mutual Fund
4. ‘Select Axis ELSS Tax Saver Fund’
5. Click on ‘Start SIP’ if you want to start a SIP 
6. Then Select the SIP amount, Tenure, SIP date and Growth / Regular plan and click ‘Continue’
7. If you want to start investing right away, you can even click select the ‘Add Lumpsum’ feature
8. You can now start investing in this ELSS mutual fund and save tax

Axis ELSS Tax Saver Fund is an ELSS scheme that falls under the Section 80C of the Indian Income Tax Act, 1961. It is an open ended equity mutual fund scheme which is ideal for investors with a long term investment horizon and a very high risk appetite. Investors seeking tax exemption for the ongoing fiscal year may consider investing in equity linked savings scheme like Axis ELSS Tax Saver Fund. This tax saver fund comes with a predetermined lock-in period of three years and invests in equity for generating long term capital appreciation. Investors who are alright with investing in tax saving instrument that invests in equity may consider diversifying their portfolio with Axis ELSS Tax Saver Fund.

Axis Liquid Fund is an open ended liquid scheme whose investment objective is to provide a high level of liquidity with 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.

Investing in a liquid fund is a good option for those who wish to park their money for a very short term. These funds are ideal for investors who wish to give their investment portfolio some liquidity. Some fund houses offer an instant redemption facility where the investor, upon redeeming his/her liquid fund units can receive the sum equivalent in their registered savings account within 24 hours. Hence, a lot of investors consider investing in liquid funds for building an emergency fund for life’s unforeseen exigencies.

Liquid funds work similarly to how most debt mutual funds work. We already know that debt funds have interest rate risk, credit risk, and liquidity risk. The investment objective of a liquid fund is to provide the investor with stable returns while maintaining a highly liquid portfolio. They invest in debt securities with high credit ratings. Debt securities have credit ratings based on that define their credibility and a liquid fund mostly invests in AAA and higher credit rated securities. They ensure that the average portfolio maturity is no longer than 91 days. This means that debt funds invest in debt instruments that have a very short maturity. They might be able to generate better capital appreciation than some conventional investment schemes.

Axis Liquid Fund invests primarily in money market instruments such as certificate of deposits (CoD), treasury bills, commercial papers, etc. One should look at Axis Liquid Fund to park one's idle money or very short term money. The fund offers a highly liquid and low risk investment option for investors. This fund has an ‘insta redemption’ feature that allows you to redeem your money instantly with a simple online request and the money is credited to the account in few minutes. Investors can redeem up to 90% of the current value of available units or a maximum of Rs. 50,000 per day, whichever is lower.

Axis Liquid Fund is a type of debt mutual fund that aims to offer high liquidity by investing in debt instruments while maintaining an average short portfolio maturity.

Minimum investment required for Axis Small Cap Fund is Rs. 100 and in multiples of Re. 1/- thereafter.

Small Cap Fund can form an integral part of your mutual fund portfolio if you have a long term investment horizon. Small Cap Fund invest at least 65% of their portfolio in small cap stocks.

You can invest in the Axis Small Cap Fund directly from the Axis Mutual Fund website. You can also invest through platforms like MF Central and MF Utility.

All equity mutual funds, including the Axis Small Cap Fund, carry investment risk. Small-cap funds are considered riskier than large-cap funds because of market volatility and economic fluctuations.

Small cap funds are equity funds that invest in companies with a market capitalization of Rs. 500 crores or less. These funds are like large cap funds and mid cap funds both who invest a majority of their investible corpus in large cap and mid cap companies respectively. Axis Small Cap Fund is an open-ended equity scheme predominantly investing in small cap stocks. The investment objective of this equity scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies.

Axis Small Cap Fund offers these benefits for retail investors:

• This small cap fund offers a bottom up approach to investing in small caps aimed at identifying long term businesses
• Axis Small Cap Fund aims to generate alpha with a diversified portfolio of stocks
• This equity mutual fund scheme builds a portfolio keeping in mind risk and reward by containing mistakes and navigating volatile stock movements
• Axis Small Cap Fund might be ideal for small cap investors who can patiently invest and those willing to absorb short term volatility
• This scheme can also be considered by investors with an investment horizon of 5 years or more

Axis Small Cap Fund works pretty much like any other equity mutual fund scheme. This small cap fund invests a majority of its investible corpus in equity and equity related instruments of companies with small market capitalization. The scheme may invest the remaining corpus in other money market instruments in accordance with the scheme’s investment objective. 
The Asset Management Company running a small cap fund collects money from investors sharing a common investment objective and the fund manager invests this accumulated sum across the small cap sector. In exchange, the investors receive units in accordance with the scheme’s existing Net Asset Value (NAV). The NAV of the scheme may vary based on the mid cap scheme’s overall performance. Axis Small Cap Fund invests in stocks of small cap companies that have growth potential and can offer long term earnings to investors.

Equity mutual funds can be largely categorized based on market cap. Large cap, mid cap, and small cap funds are the different types of equity funds each of whom taps into companies belonging to specific market capitalization. Axis Small Cap Fund is an equity mutual fund that specifically targets credible stocks of companies with small market capitalization. This equity fund is different than a large cap, mid cap, or multi cap fund each of which possesses unique traits.

Small Cap Funds are ideal for aggressive investors who have very high-risk appetite and long time horizon to invest.