Axis Mutual Fund

As of 31 Aug 2023, fund size of Axis Balanced Advantage Fund is 1,990.45 Cr.

The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 10.25% per annum for the last 3 years. Category returns represent the average returns of all the funds from Dynamic Asset Allocation fund category.

Axis Balanced Advantage Fund has given 11.77% annualized return for the last 3 years. The funds SIP returns during the same period is 13.89%

Axis Balanced Advantage Fund has 2 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Aug 2023, fund size of Axis Special Situations Fund is 1,168.56 Cr.

The average category Returns for Sectoral funds under Equity class are 14.39% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

Axis Special Situations Fund has given 10.94% annualized return for the last 3 years. The funds SIP returns during the same period is 14.13%

At present Axis Special Situations Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of Axis Quant Fund is 1,011.36 Cr.

The average category Returns for Sectoral funds under Equity class are 14.39% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

Axis Quant Fund has given 10.55% annualized return for the last 3 years. The funds SIP returns during the same period is 8.68%

At present Axis Quant Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of Axis Nifty 100 Index Fund is 1,184.34 Cr.

The average category Returns for Sectoral funds under Equity class are 14.39% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

Axis Nifty 100 Index Fund has given 10.37% annualized return for the last 3 years. The funds SIP returns during the same period is 10.58%

At present Axis Nifty 100 Index Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of Axis Multi Asset Allocation Fund is 1,204.17 Cr.

The average category Returns for Multi Asset Allocation funds under Hybrid class are 12.79% per annum for the last 3 years. Category returns represent the average returns of all the funds from Multi Asset Allocation fund category.

Axis Multi Asset Allocation Fund has given 7.25% annualized return for the last 3 years. The funds SIP returns during the same period is 9.74%

At present Axis Multi Asset Allocation Fund has not been rated by us.

Not Rated

As of 31 Jul 2023, fund size of Axis Arbitrage Fund is 3,823.51 Cr.

The average category Returns for Arbitrage funds under Hybrid class are 6.23% per annum for the last 3 years. Category returns represent the average returns of all the funds from Arbitrage fund category.

Axis Arbitrage Fund has given 6.30% annualized return for the last 3 years. The funds SIP returns during the same period is 6.98%

At present Axis Arbitrage Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of Axis Childrens Gift Fund is 791.18 Cr.

The average category Returns for Childrens funds under Hybrid class are 10.30% per annum for the last 3 years. Category returns represent the average returns of all the funds from Childrens fund category.

Axis Childrens Gift Fund has given 6.10% annualized return for the last 3 years. The funds SIP returns during the same period is 8.38%

At present Axis Childrens Gift Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of Axis Regular Saver Fund is 361.99 Cr.

The average category Returns for Conservative funds under Hybrid class are 8.20% per annum for the last 3 years. Category returns represent the average returns of all the funds from Conservative fund category.

Axis Regular Saver Fund has given 5.69% annualized return for the last 3 years. The funds SIP returns during the same period is 6.79%

At present Axis Regular Saver Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of Axis Business Cycles Fund is 2,676.43 Cr.

The average category Returns for Sectoral funds under Equity class are 14.39% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

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At present Axis Business Cycles Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of Axis Equity Hybrid Fund is 1,608.78 Cr.

The average category Returns for Aggressive funds under Hybrid class are 11.88% per annum for the last 3 years. Category returns represent the average returns of all the funds from Aggressive fund category.

Axis Equity Hybrid Fund has given 7.44% annualized return for the last 3 years. The funds SIP returns during the same period is 9.29%

Axis Equity Hybrid Fund has 1 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Aug 2023, fund size of Axis Balanced Advantage Fund is 1,990.45 Cr.

The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 10.25% per annum for the last 3 years. Category returns represent the average returns of all the funds from Dynamic Asset Allocation fund category.

Axis Balanced Advantage Fund has given 11.77% annualized return for the last 3 years. The funds SIP returns during the same period is 13.89%

Axis Balanced Advantage Fund has 2 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Aug 2023, fund size of Axis Special Situations Fund is 1,168.56 Cr.

The average category Returns for Sectoral funds under Equity class are 14.39% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

Axis Special Situations Fund has given 10.94% annualized return for the last 3 years. The funds SIP returns during the same period is 14.13%

At present Axis Special Situations Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of Axis Quant Fund is 1,011.36 Cr.

The average category Returns for Sectoral funds under Equity class are 14.39% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

Axis Quant Fund has given 10.55% annualized return for the last 3 years. The funds SIP returns during the same period is 8.68%

At present Axis Quant Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of Axis Nifty 100 Index Fund is 1,184.34 Cr.

The average category Returns for Sectoral funds under Equity class are 14.39% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

Axis Nifty 100 Index Fund has given 10.37% annualized return for the last 3 years. The funds SIP returns during the same period is 10.58%

At present Axis Nifty 100 Index Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of Axis Multi Asset Allocation Fund is 1,204.17 Cr.

The average category Returns for Multi Asset Allocation funds under Hybrid class are 12.79% per annum for the last 3 years. Category returns represent the average returns of all the funds from Multi Asset Allocation fund category.

Axis Multi Asset Allocation Fund has given 7.25% annualized return for the last 3 years. The funds SIP returns during the same period is 9.74%

At present Axis Multi Asset Allocation Fund has not been rated by us.

Not Rated

As of 31 Jul 2023, fund size of Axis Arbitrage Fund is 3,823.51 Cr.

The average category Returns for Arbitrage funds under Hybrid class are 6.23% per annum for the last 3 years. Category returns represent the average returns of all the funds from Arbitrage fund category.

Axis Arbitrage Fund has given 6.30% annualized return for the last 3 years. The funds SIP returns during the same period is 6.98%

At present Axis Arbitrage Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of Axis Childrens Gift Fund is 791.18 Cr.

The average category Returns for Childrens funds under Hybrid class are 10.30% per annum for the last 3 years. Category returns represent the average returns of all the funds from Childrens fund category.

Axis Childrens Gift Fund has given 6.10% annualized return for the last 3 years. The funds SIP returns during the same period is 8.38%

At present Axis Childrens Gift Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of Axis Regular Saver Fund is 361.99 Cr.

The average category Returns for Conservative funds under Hybrid class are 8.20% per annum for the last 3 years. Category returns represent the average returns of all the funds from Conservative fund category.

Axis Regular Saver Fund has given 5.69% annualized return for the last 3 years. The funds SIP returns during the same period is 6.79%

At present Axis Regular Saver Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of Axis Business Cycles Fund is 2,676.43 Cr.

The average category Returns for Sectoral funds under Equity class are 14.39% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

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At present Axis Business Cycles Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of Axis Equity Hybrid Fund is 1,608.78 Cr.

The average category Returns for Aggressive funds under Hybrid class are 11.88% per annum for the last 3 years. Category returns represent the average returns of all the funds from Aggressive fund category.

Axis Equity Hybrid Fund has given 7.44% annualized return for the last 3 years. The funds SIP returns during the same period is 9.29%

Axis Equity Hybrid Fund has 1 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.