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 Retirement Savings Fund - Dynamic Plan is 321.83 Cr.

The average category Returns for Retirement funds under Hybrid class are 10.33% per annum for the last 3 years. Category returns represent the average returns of all the funds from Retirement fund category.

Axis Retirement Savings Fund - Dynamic Plan has given 10.96% annualized return for the last 3 years. The funds SIP returns during the same period is 13.00%

At present Axis Retirement Savings Fund - Dynamic Plan has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of Axis Retirement Savings Fund - Aggressive Plan is 779.14 Cr.

The average category Returns for Retirement funds under Hybrid class are 10.33% per annum for the last 3 years. Category returns represent the average returns of all the funds from Retirement fund category.

Axis Retirement Savings Fund - Aggressive Plan has given 10.00% annualized return for the last 3 years. The funds SIP returns during the same period is 12.29%

At present Axis Retirement Savings Fund - Aggressive Plan has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of Axis Equity Saver Fund is 916.71 Cr.

The average category Returns for Equity Savings funds under Hybrid class are 8.27% per annum for the last 3 years. Category returns represent the average returns of all the funds from Equity Savings fund category.

Axis Equity Saver Fund has given 8.11% annualized return for the last 3 years. The funds SIP returns during the same period is 9.27%

At present Axis Equity Saver 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 Aug 2023, fund size of Axis Retirement Savings Fund - Conservative Plan is 76.47 Cr.

The average category Returns for Retirement funds under Hybrid class are 10.33% per annum for the last 3 years. Category returns represent the average returns of all the funds from Retirement fund category.

Axis Retirement Savings Fund - Conservative Plan has given 6.61% annualized return for the last 3 years. The funds SIP returns during the same period is 8.32%

At present Axis Retirement Savings Fund - Conservative Plan 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 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 Retirement Savings Fund - Dynamic Plan is 321.83 Cr.

The average category Returns for Retirement funds under Hybrid class are 10.33% per annum for the last 3 years. Category returns represent the average returns of all the funds from Retirement fund category.

Axis Retirement Savings Fund - Dynamic Plan has given 10.96% annualized return for the last 3 years. The funds SIP returns during the same period is 13.00%

At present Axis Retirement Savings Fund - Dynamic Plan has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of Axis Retirement Savings Fund - Aggressive Plan is 779.14 Cr.

The average category Returns for Retirement funds under Hybrid class are 10.33% per annum for the last 3 years. Category returns represent the average returns of all the funds from Retirement fund category.

Axis Retirement Savings Fund - Aggressive Plan has given 10.00% annualized return for the last 3 years. The funds SIP returns during the same period is 12.29%

At present Axis Retirement Savings Fund - Aggressive Plan has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of Axis Equity Saver Fund is 916.71 Cr.

The average category Returns for Equity Savings funds under Hybrid class are 8.27% per annum for the last 3 years. Category returns represent the average returns of all the funds from Equity Savings fund category.

Axis Equity Saver Fund has given 8.11% annualized return for the last 3 years. The funds SIP returns during the same period is 9.27%

At present Axis Equity Saver 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 Aug 2023, fund size of Axis Retirement Savings Fund - Conservative Plan is 76.47 Cr.

The average category Returns for Retirement funds under Hybrid class are 10.33% per annum for the last 3 years. Category returns represent the average returns of all the funds from Retirement fund category.

Axis Retirement Savings Fund - Conservative Plan has given 6.61% annualized return for the last 3 years. The funds SIP returns during the same period is 8.32%

At present Axis Retirement Savings Fund - Conservative Plan 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 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.