Investors trust a fund house when it profitably manages their hard-earned money. And when it comes to a trusted fund house, the Axis Mutual Fund tops the list. It was launched in 2009 and since then it has been helping investors earn substantial returns.
Being 15 years old, the fund house has gained significant expertise in identifying the most promising stocks in the market. As an experienced fund house, it has outperformed significantly large players to rank among the top in the market.
Currently, the fund house manages around 70 schemes including equity funds, hybrid funds and debt funds. But how did the Axis Mutual Fund become so popular among investors? Let’s find out.
The Success Story of Axis Mutual Fund
Started in 2009, the Axis Mutual Fund is a joint venture being managed by Axis Bank and Schroder Singapore Holdings Private Limited. The official name of the fund house is Axis Asset Management Company Ltd.
Since its inception, the fund house has stuck with three core principles that have made it a successful AMC in current times. These principles are:
1. Creating Wealth For Investors
The AMC is dedicated to helping investors create wealth in the long term. For this, it is important that the schemes grow at a consistent rate which requires expert decision making.
2. Customer-Oriented Actions
The fund house prioritizes what investors financial objectives are. Based on their inputs, the AMC identifies stocks with the potential to give outstanding returns.
3. Build Strong Relationships
Investors have trusted the AMC for a long time. This can be attributed to its commitment to forming strong relations with investors. The AMC is dedicated to providing its investors with the optimum benefits.
About Ashish Gupta: CIO at Axis Mutual Fund
Ashish Gupta is currently working as the chief investment officer in the Axis Mutual Funds. He is a certified CFA (Chartered Financial Analyst) and has been working in the finance sector for around 30 years. After joining the AMC in March 2023, Mr. Gupta has made some key changes in the investment philosophy and fund management operations in the firm.
Mr. Gupta has transformed the fund house’s research capacities, strategic approaches and risk management capabilities. His unique approach is that he gave the fund managers independence to use their unique abilities and expertise. And manage the funds in the most efficient and growth-oriented manner. Mr. Gupta also ensures that only one theme does not dominate any portfolio. Ensuring diversification in mutual fund schemes is a way to make great returns while averting risks.
Why Do Investors Trust Axis Mutual Fund?
A fund house cannot grow without investors’ trust. Here are the reasons why investors trust Axis Mutual Fund more than other large fund houses in the market.
1. Proven Historical Performance
The AMC has been generating outstanding returns since its launch. It has a strong track record of providing its investors with annualized returns of more than 22.88% in mutual funds schemes. Such an impressive performance is the result of effective risk management based on data-driven decisions
2. Strong Supporters
The AMC is managed by two significant firms in their domain. Axis Bank is one of the largest private banks in India and Schroders is a globally recognized asset management institution. These organizations provide the fund house with strong financial stability and credibility in its actions.
3. Investment with Discipline
A disciplined investment philosophy is necessary for capital appreciation in the long term. The Axis Mutual Funds implement a disciplined investment approach that is focused on helping investors create wealth for their future.
4. Transparency in Actions
Transparency in actions plays a key role in winning investors’ trust. The AMC is committed to enhancing its operations without compromising transparency. Such conviction is necessary to retain valuable investors and attract more in the future.
5. Easy to Invest
There are various online platforms through which investors can conveniently invest in their choice of scheme. The Axis MF also has several offices established across the nation. This provides investors with a great level of accessibility.
6. Diverse Range of Schemes
The AMC offers around 70 kinds of mutual fund schemes. These schemes include categories like equity funds, hybrid funds, debt funds etc. With such diversity, investors can easily find the most suitable scheme for them.
7. Expert Minds
Like Mr. Gupta, various other skilled personalities are working with the AMC that is dedicated to identifying the most promising stocks for investors and conducting in-depth market research to minimize the impact of risks on the funds.
Top 5 Axis Mutual Fund Schemes in 2025
The following list provides you with the top 5 Axis Mutual Funds schemes across different categories:
1. Axis Small Cap Fund
Launched in the year of 2013, the fund’s size is Rs 20,954 crores. With such a large AUM, the scheme is among the top mutual fund schemes in the market. It allows you to make a SIP of Rs 500 and a lump sum of Rs 1000 only.
2. Axis Corporate Bond Fund
This is a debt fund with the AUM worth Rs 6,299 crores. It was launched in 2017 and since then, it has been investors’ favorite in terms of a source of steady income. The starting price of a SIP in this fund is only Rs 100.
3. Axis Balanced Advantage Fund
This fund comes under the hybrid category and manages around Rs 2,625 crores worth of assets. It was also launched in 2017 and focuses on capital appreciation and the generation of wealth over the long term.
4. Axis ELSS Tax Saver Fund
As the name suggests, it comes under tax tax-saving category. Its fund size is Rs 32,174 crores and it was launched in 2013. Investors can save their tax on long-term capital gains as it is benefited under Section 80C of the Indian Tax Act, 1961.
5. Axis Mid Cap Fund
It is another equity mutual funds scheme with a fund size of Rs 26,088 crores. It was launched in 2013 along with the Axis Small Cap Fund. The minimum price for a SIP in this scheme is Rs 500 and the lump sum investment is Rs 1,000.
There are several other mutual fund schemes offered by the Axis Mutual Fund. Investors can choose the most suitable scheme according to their financial goals and risk tolerance. This will help them achieve their specific goals within their desired period.
Final Words
Fund houses play a crucial role in providing investors with their expected returns. The successful track record of the Axis Mutual Fund and its growth-oriented investment philosophy show why investors trust this fund house. You can also start a SIP with your choice of mutual fund scheme and become one of those lucky investors earning from the AMC.
