Top 10 Axis Mutual Fund Recommended By GetMyIndia Capitals
1-Axis Value Fund Direct-Growth
Investment Objective –
To generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities by following value investing strategy. However, there can be no assurance that the investment objective of the Scheme will be achieved.
FUND METRICS-
| NAV | ₹ 18.99 (as on November 04, 2024) |
| Age | September 22, 2021 |
| AUM | ₹ 749.10 Crores (as on September 30, 2024) |
| Exit Load | • If redeemed / switched-out within 12 months,
For 10% of investment: Nil
For remaining investment: 1%
• If redeemed / switched out after 12 months from the date of allotment: Nil O Years, 0 Months |
| Lock-in Period | 0 Years 0 Month |
| Returns | 6 Months: +16.36%
1 Year: +47.81% 3 Years: +81.03% |
2-Axis Innovation Fund Direct-Growth
Investment Objective –
To generate long term capital appreciation by investing in equity & equity related securities of companies that are benefiting from innovative change (innovators, enablers, adaptors). However, there is no assurance that the investment objective of the Scheme will be achieved.
FUND METRICS-
| NAV | ₹ 19.27 as on Nov 04, 2024 | Age | December 24 2020 | AUM | ₹ 1,300.41 as on 30 Sep 2024(in Cr.) | Exit Load | If redeemed / switched-out within 12 months, For 10% of investment: Nil, For remaining investment: 1% |
| Lock-in Period | NA | Returns | 6 Months: +14.07%
1 Year: +42.06% 3 Years: +41.43% |
3-Axis Growth Opportunities Fund Direct-Growth
Investment Objective –
To generate long term capital appreciation by investing in a diversified portfolio of Equity & Equity Related Instruments both in India as well as overseas. However, there can be no assurance that the investment objective of the Scheme will be achieved.
FUND METRICS-
| NAV | as on Nov 04, 2024 ₹ 34.51 |
| Age | Octuber 22 2018 |
| AUM | as on 30 Sep 2024(in Cr.) ₹ 14,525.72 |
| Exit Load | if redeemed / switched-out on or before 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. |
| Lock-in Period | NA |
| Returns | 6 Months: +12.14%
1 Year: +40.74% 3 Years: +56.79% |
4-Axis ESG Integration Strategy Fund Direct-Growth
Investment Objective –
To generate long-term capital appreciation by investing in a diversified portfolio of companies demonstrating sustainable practices across Environmental, Social, and Governance (ESG) parameters using an ESG-Integration approach. However, there can be no assurance that the investment objective of the Scheme will be achieved.
FUND METRICS-
| NAV | as on Nov 04, 2024 ₹ 22.69 | Age | February 12 2020 | AUM | as on 30 Sep 2024(in Cr.) ₹ 1,445.59 | Exit Load | If redeemed / switched-out within 12 months, For 10% of investment: Nil,
For remaining investment: 1% If redeemed/switched out after 12 months from the date of allotment: Nil. |
Lock-in Period | 0 Years 0 Months | Returns | 6 Months: +10.60%
1 Year: +34.54% 3 Years: +32.04% |
5-Axis Consumption Fund Direct-Growth
Investment Objective –
To provide long term capital appreciation from an actively managed portfolio of equity and equity related securities of companies engaged in consumption and consumption related sector or allied sectors. There is no assurance that the investment objective of the Scheme will be achieved.
FUND METRICS-
| NAV | as on Nov 05, 2024 ₹ 9.44 | Age | September 12 2024 | AUM | as on 30 Sep 2024(in Cr.) ₹ 4,461.44 | Exit Load | 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 |
Lock-in Period | 0 Years 0 Month | Returns |
6-Axis India Manufacturing Fund
Investment Objective –
To provide long term capital appreciation by investing in equity and equity related securities of companies engaged in manufacturing theme. However, there can be no assurance that the investment objective of the Scheme will be achieved. Axis India Manufacturing Fund is an open-ended equity scheme that invests in Indian companies engaged in manufacturing theme to capture the country’s growing manufacturing.
FUND METRICS-
| NAV | as on Nov 05, 2024 ₹ 13.91 | Age | December 21 2023 | AUM | as on 30 Sep 2024(in Cr.) ₹ 6,517.72 | Exit Load | 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 |
Lock-in Period | 0 Years 0 Month |
| Returns | 6 Months: +13.18% |
7-Axis Quant Fund Direct-Growth
Investment Objective –
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.
FUND METRICS-
| NAV | as on November 05, 2024 ₹ 17.27 | Age | June 30 2021 | AUM | as on 30 Sep 2024(in Cr.) ₹ 1,170.94 | Exit Load | If redeemed/switched-out within 3 months from the date of allotment - For 10% investment: Nil
For remaining investment: 1%, If redeemed / switched out after 3 months from the date of allotment: Nil |
Lock-in Period | 0 Years 0 Month |
| Returns | 6 Months: +4.92%
1 Year: +31.84% 3 Years: +53.10% |
8-Axis Retirement Fund - Aggressive Plan
An open-ended retirement solution oriented scheme having a lock-in of 5 years or till retirement age (whichever is earlier)
Investment Objective –
The investment objective of the Investment Plan(s) under the Scheme is to provide long-term capital appreciation / income by investing in a mix of equity, debt, and other instruments to help investors meet their retirement goals. However, there can be no assurance that the investment objective of the Scheme will be achieved. To generate capital appreciation by predominantly investing in equity and equity related instruments. The Investment Plan may also invest in debt and money market instruments, units of Gold ETF or units of REITs & InvITs for income generation / wealth creation.
FUND METRICS-
| NAV | as on November 05, 2024 ₹ 19.61 | Age | 20 Dec 2019 | AUM | as on 30 Sep 2024(in Cr.) ₹ 969.18 | Exit Load | Nil | Lock-in Period | 5 Years | Returns |
9-Axis Equity Savings Fund
Investment Objective –
The investment objective of the scheme is to provide capital appreciation and income distribution to the investors by using equity and equity related instruments, arbitrage opportunities, and investments in debt and money market instruments. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
FUND METRICS-
| NAV | – as on November 05, 2024 ₹ 24.10 | Age | 14 Aug 2015 | AUM | as on 30 Sep 2024(in Cr.) ₹ 1,008.21 | Exit Load | If redeemed/switch out within 1 month from the date of allotment - For 10% of investment : Nil - For remaining investment :1%
If redeemed/switch out after 1 month from the date of allotment: Nil |
Lock-in Period | 0 Years 0 Month | Returns | 6 Months: +7.35%
1 Year: +18.84% 3 Years: +30.77% |
10-Axis ELSS Tax Saver Fund
Investment Objective –
The investment objective of the scheme 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 of the scheme will be achieved.
FUND METRICS-
| NAV | as on November 05, 2024 ₹ 105.00 | Age | 2 Jan 2013 | AUM | as on 30 Sep 2024(in Cr.) ₹ 39,252.74 |
| Exit Load | Nil |
| Lock-in Period | 0 Years 0 Month |
| Returns | 6 Months: +9.11%
1 Year: +31.83% 3 Years: +25.97% |
Documents required to invest in Axis Mutual Fund
The documents for KYC (Know Your Client) include proof of address and proof of identity. Here is a list of officially valid documents (OVD) admissible.
PROOF OF IDENTITY
1. PAN Card (Mandatory)
2. Voter ID Card
3. Driving License
4. Passport
5. Aadhaar Card
6. Any other valid identity card issued by Central or State Government
PROOF OF ADDRESS
1. Voter ID Card
2. Driving License
3. Passport
4. Ration Card
5. Aadhaar Card
6. Bank account statement or bank passbook
7. Utility bills like electricity or gas bills
