Axis Mutual Fund

As of 31 Jan 2024, fund size of Axis Balanced Advantage Fund is 2,550.81 Cr.

The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 13.81% 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 10.81% annualized return for the last 3 years. The funds SIP returns during the same period is 15.60%

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 Jan 2024, fund size of Axis Equity Hybrid Fund is 1,619.59 Cr.

The average category Returns for Aggressive funds under Hybrid class are 19.89% 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 5.70% annualized return for the last 3 years. The funds SIP returns during the same period is 11.42%

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 Jan 2024, fund size of Axis Retirement Savings Fund - Dynamic Plan is 385.46 Cr.

The average category Returns for Retirement Fund funds under Solution Oriented class are 13.55% per annum for the last 3 years. Category returns represent the average returns of all the funds from Retirement Fund fund category.

Axis Retirement Savings Fund - Dynamic Plan has given 9.33% annualized return for the last 3 years. The funds SIP returns during the same period is 17.01%

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

Not Rated

As of 31 Jan 2024, fund size of Axis Retirement Savings Fund - Aggressive Plan is 922.55 Cr.

The average category Returns for Retirement Fund funds under Solution Oriented class are 13.55% per annum for the last 3 years. Category returns represent the average returns of all the funds from Retirement Fund fund category.

Axis Retirement Savings Fund - Aggressive Plan has given 7.63% annualized return for the last 3 years. The funds SIP returns during the same period is 14.56%

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

Not Rated

As of 31 Jan 2024, fund size of Axis Retirement Savings Fund - Conservative Plan is 74.76 Cr.

The average category Returns for Retirement Fund funds under Solution Oriented class are 13.55% per annum for the last 3 years. Category returns represent the average returns of all the funds from Retirement Fund fund category.

Axis Retirement Savings Fund - Conservative Plan has given 5.86% annualized return for the last 3 years. The funds SIP returns during the same period is 9.43%

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

Not Rated

As of 31 Jan 2024, fund size of Axis Triple Advantage Fund is 1,281.64 Cr.

The average category Returns for Multi Asset Allocation funds under Hybrid class are 17.53% per annum for the last 3 years. Category returns represent the average returns of all the funds from Multi Asset Allocation fund category.

Axis Triple Advantage Fund has given 5.17% annualized return for the last 3 years. The funds SIP returns during the same period is 11.02%

At present Axis Triple Advantage Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of Axis Regular Saver Fund is 298.8 Cr.

The average category Returns for Conservative funds under Hybrid class are 9.77% 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 4.88% 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 Jan 2024, fund size of Axis Childrens Gift Fund is 897.19 Cr.

The average category Returns for Childrens Fund funds under Solution Oriented class are 15.82% per annum for the last 3 years. Category returns represent the average returns of all the funds from Childrens Fund fund category.

Axis Childrens Gift Fund has given 4.44% annualized return for the last 3 years. The funds SIP returns during the same period is 10.57%

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

Not Rated

As of 31 Jan 2024, fund size of Axis Balanced Advantage Fund is 2,550.81 Cr.

The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 13.81% 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 10.81% annualized return for the last 3 years. The funds SIP returns during the same period is 15.60%

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 Jan 2024, fund size of Axis Equity Hybrid Fund is 1,619.59 Cr.

The average category Returns for Aggressive funds under Hybrid class are 19.89% 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 5.70% annualized return for the last 3 years. The funds SIP returns during the same period is 11.42%

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 Jan 2024, fund size of Axis Retirement Savings Fund - Dynamic Plan is 385.46 Cr.

The average category Returns for Retirement Fund funds under Solution Oriented class are 13.55% per annum for the last 3 years. Category returns represent the average returns of all the funds from Retirement Fund fund category.

Axis Retirement Savings Fund - Dynamic Plan has given 9.33% annualized return for the last 3 years. The funds SIP returns during the same period is 17.01%

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

Not Rated

As of 31 Jan 2024, fund size of Axis Retirement Savings Fund - Aggressive Plan is 922.55 Cr.

The average category Returns for Retirement Fund funds under Solution Oriented class are 13.55% per annum for the last 3 years. Category returns represent the average returns of all the funds from Retirement Fund fund category.

Axis Retirement Savings Fund - Aggressive Plan has given 7.63% annualized return for the last 3 years. The funds SIP returns during the same period is 14.56%

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

Not Rated

As of 31 Jan 2024, fund size of Axis Retirement Savings Fund - Conservative Plan is 74.76 Cr.

The average category Returns for Retirement Fund funds under Solution Oriented class are 13.55% per annum for the last 3 years. Category returns represent the average returns of all the funds from Retirement Fund fund category.

Axis Retirement Savings Fund - Conservative Plan has given 5.86% annualized return for the last 3 years. The funds SIP returns during the same period is 9.43%

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

Not Rated

As of 31 Jan 2024, fund size of Axis Triple Advantage Fund is 1,281.64 Cr.

The average category Returns for Multi Asset Allocation funds under Hybrid class are 17.53% per annum for the last 3 years. Category returns represent the average returns of all the funds from Multi Asset Allocation fund category.

Axis Triple Advantage Fund has given 5.17% annualized return for the last 3 years. The funds SIP returns during the same period is 11.02%

At present Axis Triple Advantage Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of Axis Regular Saver Fund is 298.8 Cr.

The average category Returns for Conservative funds under Hybrid class are 9.77% 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 4.88% 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 Jan 2024, fund size of Axis Childrens Gift Fund is 897.19 Cr.

The average category Returns for Childrens Fund funds under Solution Oriented class are 15.82% per annum for the last 3 years. Category returns represent the average returns of all the funds from Childrens Fund fund category.

Axis Childrens Gift Fund has given 4.44% annualized return for the last 3 years. The funds SIP returns during the same period is 10.57%

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

Not Rated