Axis Mutual Fund


Axis Bank, formerly known as the Unit Trust of India, primarily backs Axis Mutual Fund. Launched in the year 2009, Axis Mutual Fund today has more than 50 mutual fund schemes. The user base of Axis Mutual Fund over 20 lakh active customers across 90 cities in India. Long-term wealth creation, outstanding in customer view and long-term relationships are the three founding principles of Axis Mutual Fund and has constantly delivered success based on these principles.

Why Choose Axis Mutual Fund?

  • A Regulated Product: Mutual Fund schemes by Axis are regulated and monitored by SEBI. This makes their products trustworthy and reliable among the investors.

  • Research Driven Model: Axis Mutual Fund has recommendation model that is driven by deep market research. It guides investors in selecting funds based on qualitative as well as quantitative analysis.

  • Tax Benefits: Investing in Axis Mutual Fund schemes help in saving tax under section 80 C

  • Devoted Relationship Manager: Investing in Axis Mutual Fund schemes allows you to have a dedicated relationship manager to help you throughout the investment process. The relationship manager helps you in planning as well as investing to help you achieve your financial objective.

  • Wide Range of Options: There are more than 50 well-crafted schemes offered by the company that gives investors ample choice to choose.

Date of setup: September 04, 2009

Sponsor(s): Axis Bank Limited

Address: Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai 400025

Tel: 022 – 43255161

Fax: 022 - 43255199


Types of Funds Offered:

  • Equity Fund: Equity funds offered by Axis Mutual Fund invest in stocks of companies across all the categories of market capitalization, i.e. large-cap, mid-cap, and small-cap companies. The objective of these fund schemes is to create long-term wealth creation by investing in equity and equity related instruments. The company tends to invest in high-growth stocks to offer optimum returns to their investors. There are different types of schemes such as equity diversified schemes, ELSS mutual fund schemes, thematic schemes, sector specific mutual fund schemes. Such wide range of schemes offer investors have ample choice to choose a fund that is best suited for their financial needs. Axis Focused 25 Fund, Axis Bluechip Fund, Axis Mid-cap Fund, Axis Long-term Equity Fund are some of the popular funds in this category.

  • Debt Fund: Debt funds offered by Axis Mutual Fund mainly invest in debt instruments of Public Sector Undertakings (PSUs), Banks, government securities, corporate bonds, and Public Financial Institutions. The profits in these investment schemes are generated by the interest provided by the schemes. Axis Mutual Fund prefers to invest in corporate bonds of rating AA and above to generate optimum returns. Axis Credit Risk Fund, Axis Short Term Fund, Axis Treasury Advantage Fund, and Axis Banking & PSU Debt Fund are some of the popular fund schemes in this category.

  • Hybrid Fund: This type of mutual fund schemes invest money in a combination of asset classes. Axis Mutual Fund offers balanced schemes and monthly income plans in this type of fund category. In balanced schemes, Axis Mutual Fund aims to create a portfolio with a perfect balance of investing in debt and equity related instruments. The debt instruments focus on generating regular interest whereas equity instruments aim to offer capital gains. On the other hand, in monthly income plans, the money is largely invested in debt instruments to offer regular income. A small portion of the money is invested in equity instruments. Axis Dynamic Equity Funds, Axis Arbitrage Fund, and Axis Equity Hybrid Fund are some of the popular names in this category.

  • Special Situation Fund: Axis Children Gift-Fund – Compulsory Lock-In is a top fund in this category. It is an open-ended mutual fund scheme for investment in children. The scheme has a lock-in period of 5 years or until the child reaches the age of maturity (whichever is earlier)

  • Other Funds (FoFs and ETFs): Axis Mutual Fund offers other type of funds such as Exchange Traded Funds and Fund of Funds. ETFs are designed to generate returns by tracking the performance of physical gold in the market. Axis Gold ETF, Axis Gold Fund, and Axis Nifty ETF are some of the top and popular funds in the market.

Fund Managers at Axis Mutual Fund:

  • Mr. Jinesh Gopani (Head – Equity):

    Jinesh Gopani holds an M.M.S Degree in Finance from the Mumbai University and possesses an experience of more than 15 years in the capital markets.


  • Ashwin Patni (Head Products and Fund Manager)

    With more than 15 years of extensive experience in banking and capital markets, Ashwin Patni holds a postgraduate certificate from IIM Calcutta and a degree of B.E. in Metallurgy.


  • Ashish Naik (Fund Manager – Equity):

    Ashish Naik is holds a degree of B.E. from University of Mumbai and is an MBA from XLRI, Jamshedpur. He has an experience of over 9 years as an equity analyst.


  • R Sivakumar (Head - Fixed Income)

    R Sivakumar is an engineering graduate from IIT Madras and PGDM from IIM Ahmedabad. He has a vast experience ranging over a period of 18 years in the Indian asset management industry across various asset classes.


  • Devang Shah (Sr. Fund Manager - Fixed Income):

    Devang Shah is a Bachelor of Commerce & CA with an experience of almost 12 years as an analyst and fund manager. He has been previously associated with Pricewaterhouse Coopers, Deutsche AMC & ICICI Prudential AMC.


  • Aditya Pagaria (Fund Manager - Fixed Income):

    Aditya Pagaria is a Bachelor in Management Studies and Post Graduate Diploma in Business Management with more than 9 years of market experience. He has been previously associated with ICICI Prudential Asset Management Co. Ltd.


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