Axis Mutual Fund is one of India's top 10 asset management firms. It was founded in 2009 as a joint venture between Schroder Singapore Holdings Private Limited and Axis Bank, the third-largest private bank in India (SSHPL).
Axis Mutual Fund AMC is guided by three pilers:
Customer-Centric Approach - Communicating with customers in a manner that facilitates informed investment decisions.
Emphasis on Long-Term Wealth Growth - Encouraging investors to create enduring investment strategies that contribute significantly to their wealth management.
Building Long-Term Relationships - Fostering relationships that extend beyond financial transactions.
As of March 31, 2023, Axis Mutual Fund's Assets Under Management (AUM) for its various schemes amount to Rs. 2.6 lakh crores. The company maintains 31 investment teams operating in 19 countries across the Middle East, Europe, America, and Asia. Axis Mutual Fund offers a diverse portfolio of more than 53 different investment schemes and operates in over 100 cities, serving over 98 lakh active investor accounts.
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Key information about Axis Mutual Fund
Mutual fund name:
Axis Mutual Fund
Asset management company name:
Axis Asset Management Company Ltd.
Founded in:
4 September, 2009
AMC incorporation date:
13 January, 2009
Sponsor name:
Axis Bank Limited
Trustee organization:
Axis Mutual Fund Trustee Limited
How to invest in Axis Mutual Fund schemes?
Investing in mutual funds is easy with Bajaj Finserv. If you are a new investor, follow the below steps. For customers who have invested with us, please skip directly to step 7.
Choose a mutual fund category and a scheme that suits your goals and click on Invest Now.
Sign into Bajaj Finserv to setup your mutual fund account.
Verify your details using your PAN, Name, DOB, and Email ID. If your KYC is not complete, you will have to upload your address proof and complete video KYC.
Enter your bank details.
Upload your signature and provide additional details to continue.
Choose whether you want to invest in SIP or lumpsum and enter the investment amount. Click on INVEST.
Choose your payment mode (net-banking, UPI, NEFT/RTGS) and make the payment.
Wait for 2-3 working days for your investment to reflect in your portfolio.
Documents required to invest in Axis Mutual Fund
If you are an existing customer, no documents are required for investment. However, for new customers keep the following documents handy before investing:
One can start investing in Axis Mutual Fund SIP online through the Bajaj Finserv platform and app without any hassle. Alternatively, you can also invest through the respective fund houses’ website.
How can I redeem Axis Mutual Fund units?
If you have invested in a Axis mutual fund scheme through the Bajaj Finserv platform, you can easily redeem it through the Bajaj Finserv website or app.
How can I calculate Axis Mutual Fund SIP?
You can check the minimum required amount to start an SIP in an Axis Mutual Fund on the Bajaj Finserv Platform.
How to increase SIP amount in Axis Mutual Fund?
If you have invested in an Axis mutual fund scheme through the Bajaj Finserv platform, you can easily increase your SIP amount through the Bajaj Finserv website or app.
How to stop a SIP in an Axis Mutual Fund online?
If you have invested in any Axis Mutual Fund scheme through the Bajaj Finserv platform, you can stop or cancel an SIP by logging into your account on the Bajaj Finserv platform and app without hassle.
Bajaj Finance Limited (“BFL”) is a Non-Banking Financial Company carrying the business of acceptance of deposits, providing lending solutions to Retail & Corporate customers, and is a Corporate agent of various insurance Companies. BFL is also registered with the Association of Mutual Funds in India (“AMFI”) as a distributor of third party Mutual Funds (shortly referred as ‘Mutual Funds’).
BFL does NOT:
(i) provide investment advisory services in any manner or form;
(iv) carry independent research or analysis, including on any Mutual Fund schemes or other investments; and provide any guarantee of return on investment.
In addition to displaying the Mutual fund products of Asset Management Companies, some general information is sourced from third parties, is also displayed on ‘As-is’ basis, which should NOT be construed as any solicitation or attempt to effect transactions in securities or the rendering any investment advice. Mutual Funds are subject to market risks, including loss of principal amount and Investor should read all Scheme /Offer related documents carefully. The NAV of units issued under the Schemes of mutual funds can go up or down depending on the factors and forces affecting capital markets and may also be affected by changes in the general level of interest rates. The NAV of the units issued under the scheme may be affected, inter-alia by changes in the interest rates, trading volumes, settlement periods, transfer procedures and performance of individual securities. The NAV will inter-alia be exposed to Price / Interest Rate Risk and Credit Risk. Past performance of any scheme of the Mutual fund do not indicate the future performance of the Schemes of the Mutual Fund. BFL shall not be responsible or liable for any loss or shortfall incurred by the investors. There may be other / better alternatives to the investment avenues displayed by BFL. Hence, the final investment decision shall at all times exclusively remain with the investor alone and BFL shall not be liable or responsible for any consequences thereof.
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Disclaimer on Risk-O-Meter:
Investors are advised before investing to evaluate a scheme not only on the basis of the Product labeling (including the Riskometer) but also on other quantitative and qualitative factors such as performance, portfolio, fund managers, asset manager, etc. and shall also consult their financial advisers, if they are unsure about the suitability of the scheme before investing