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Axis Mutual Funds seeks to provide investors with unique financial investment solutions. To increase the trust of its customers. And give them a sense of security about their money.
AxisMF launched its very first Mutual Fund Plan in the year 2009. Since that first launch, it has seen immense growth, touching new heights with every subsequent plan. It attributes its success to its 3 founding principles. These are:
- Inviting the views from the customers and improving, thereby,
- Valuing Long-term Customers and Investors,
- Long-term Capital Appreciation.
Not only does Axismf aims to create wealth and reduce risks for its investors. It also educates and makes them aware of safe Mutual Funds Investments techniques. Investors are motivated to set financial goals. Instead of putting money without any planning.
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In this article, we have listed out the Best Mutual Funds on offer from Axis. We have hand-picked these on the basis of their NAV, past performance, Returns, etc. The categories are Equity Mutual Funds, Debt Mutual Funds and Hybrid Mutual Funds. Therefore, you can easily pick one according to your Risk Appetite and Financial Objective.
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4 Best Axis Equity Mutual Funds
Axis Equity Mutual Funds invest in Stocks of those companies, that have a potential of generating Higher Returns. They have a somewhat High Risk factor to them. These Plans seeks to meet the investment objectives by investing for long-term. The objective maybe retirement Planning, Child’s Education, Monthly Income, or creating a corpus. As all other investments in Equity and Stocks, the Fund Value and Returns are subject to Market Risks.
Fund Name | Risk Factor | Investment Objective | 5-year Annualized Return | |
|---|---|---|---|---|
| Axis Focused 25 Fund – Regular – Growth | Moderate-High | The Fund seeks to create wealth over a long-term. The portfolio is focused on equity shares of not more than 25 companies. The companies are selected on the basis of their potential of doing spectacular business. And avoid short term market fluctuations | 14.69% | |
| Moderate-High | The portfolio consists of well-diversified stocks of Large Cap Companies. The Companies are picked which are traded frequently. On the NSE or BSE-Sensex. Thereby, have less volatility. This has made for a very attractive track record. Select if you want to invest in stocks of companies with a strong business model. | 11.91% | ||
| Axis Midcap Fund – Regular – Growth | Moderate-High | The portfolio is invested into stocks of Mid Cap Companies. The Fund Manager makes sure they have strong growth potential. And that the cash flow is extraordinary too. If you want to create a corpus, over long-term investment, do select this. | 13.51% | |
| Moderate-High | This AxisMF is an ELSS Fund. The objective is capital creation over long-term investment. The portfolio consists of Equity and Equity Related Securities. You can look forward to getting a Tax exemption under Section 80C. Like the rest of the ELSS Mutual Funds, this too comes with a minimum lock-in duration of 3-years. The long-term investments, generally, tide over the market fluctuations. | 15.58% |
5 Best Axis Debt Mutual Funds
Debt Funds by Axismf invest in Debt and other Money Market Instruments. Therefore, they have a low-risk tag attached to them. If you are looking for Safety of your Lump Sum Investment. As well as Liquidity. And Regular or Monthly Income, you can select one out of the list prepared. Just keep in mind that their prices may change. According to the movement in prices of the underlying Debt Instruments.
Fund Name | Risk Factor | Investment Objective | 3-year Annualized Return | |
|---|---|---|---|---|
| Moderate-Low | The portfolio is invested in Debt & Money Market Instruments. That has been issued by Banks, Public Sector units (PSUs), Public Financial Institutions (PFIs). To deliver stable returns over the medium term. It seeks to earn maximum returns with low credit risks. If you want to invest for short term and don’t want to go for traditional saving investments, do select this. | 8.23% | ||
| Moderate | The portfolio is invested in Debt & Money Market Securities. Having a variety of yield and credit spectrum. Though the Fund seeks to deliver regular returns, still they are not guaranteed. If you are looking for regular income plan over short-term. you may want to invest in this Plan. | N.A. | ||
| Moderate | The Fund seeks to earn best returns by active management. The portfolio consists of Debt and Money Market Securities. If you are looking to earn consistent returns. And not take substantial risks over the long term. Still maintaining liquidity. Then this is the right one for you. | 8.48% | ||
| Moderate | The Fund attempts to maintain liquidity and low volatility. As against investments of a longer duration. The purpose is to deliver optimal returns by investing The portfolio is invested in debt and money market securities of medium term. If you wish to earn a regular income for the next 3 or more years, you would select this Plan. | 8.38% | ||
| Moderate-Low | The aim of the scheme is to provide regular & constant returns. The portfolio is invested in high-quality Debt and Money Market Securities. The fund has a low-risk strategy. Thereby it focuses on maintaining liquidity of the portfolio. If you want to participate in the short-term part of the highly-traded yield curve, you may invest in this fund. | 7.7% |
4 Best Axismf Hybrid
Axis Hybrid Mutual Funds invest in a mix of Equity and Debt and other Money Market Securities. The Risk attached to them is Moderate to Moderate-High. The objective is to meet the financial goals of the investors. Such as earning Regular income and, still, creating wealth. The Fund Returns do fluctuate as they are based on the price movement of the underlying Equity and Debt Instruments.
Fund Name | Risk Factor | Investment Objective | 3-year Annualized Return | |
|---|---|---|---|---|
Axis Enhanced Arbitrage Fund – Regular – Growth | Moderate | This AxisMF scheme tries to leverage the price differentials between cash and futures markets. Thereby providing a Regular Income. The fund manager tries to invest a significant portion of the portfolio in low volatility stocks. The balance is invested in Debt and Money Market Instruments. If you are looking for cash-futures spread in the equity market without being exposed to directional risk. This Fund is for you. | N.A. | |
| Moderate-High | The portfolio is invested in Equity and Equity Related instruments, Arbitrage opportunities, and in Debt and Money Market Securities. The purpose is regular income with wealth creation. If you are looking for a balanced approach to portfolio management, you may invest in this fund. | N.A. | ||
| Moderate-High | The objective of this Mutual Fund is to provide regular income. the portfolio is invested in debt & money market securities. The fund manager aims to create wealth. The portfolio is invested in a restricted number of Equity and Equity Related Instruments. If you want a stable investment option with limited exposure to equity. You may invest in this fund. | 6.62% | ||
| Moderate-High | The Fund maintains a well-diversified portfolio with Equity, Debt and Gold ETF. The objective is to create wealth over the long term. It tends to increase the average returns of investment, regularly. | 7.76% |
About AxisMF Fund Managers
Mr Anupam Tiwari: Equity
Mr Tiwari is a qualified Chartered Accountant. He heads the Axis Dynamic Equity Fund. He has experience from the Principal PNB MF, Reliance Life and Reliance MF, before joining AxisMF. Other Funds under his guidance are Axis Equity Saver Fund and Axis Small Cap Fund, etc.
Shreyas Devalkar: Equity
Mr Devalkar is a Bachelor in Chemical Engineering. But switched to Business Studies for a Masters degree. He has previously worked with IDFC Securities, IDFC AMC and BNP Paribas AMC, before coming with AxisMF. Funds under his wings are Axis Bluechip Fund, Axis Mid Cap Fund and Axis Multi-Cap Fund, to name a few.
Mr R. Shivakumar: Head-Fixed Income
Mr R. Shivakumar holds a degree in Engineering from IIT, Madras. And a PGDM from IIM Ahmedabad. He has been managing assets and stocks from over 19-years. He has worked with prestigious organisations like Fortis Investment Management Ltd., Sundaram Mutual Fund, Zurich India and ITC Threadneedle. Before joining Axis. He guides Axis Children’s Gift Fund, Axis Dynamic Bond Fund, and Axis Dynamic Equity Fund etc.
Mr Devang Shah: Deputy Head-Fixed Income
He is a qualified Chartered Accountant. He has had around 10 years of experience before joining Axis. The Previous experience has been with Pricewaterhouse Cooper, Deutsche AMC and ICICI Prudential AMC. The Funds managed are Axis Gold ETF, Axis Liquid Fund and Axis Gilt Fund.
A Few More Good Plans from AxisMF
** Please note that the data given in the above tables has been based on the information of 31st March, 2019. All Mutual Funds Investments have risk attached to them due to the Market Fluctuations.
In case you still feel overwhelmed because of the sheer quantity of the numbers involved. We suggest that you take help and advice from professionals. Take advise of WealthBucket. We make investing easy and responsibly manage your hard-earned money. Out of the many services on offer, a few are Equity Mutual Funds, Debt Mutual Funds, Income Funds, etc.
Call now at +91 9999379929. Email your queries and doubts at contact@wealthbucket.in.
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