Axis Mutual Fund

As of 28 Feb 2025, fund size of Axis Small Cap Fund is 20,958.08 Cr.

The average category Returns for Small cap funds under Equity class are 16.35% per annum for the last 3 years. Category returns represent the average returns of all the funds from Small cap fund category.

Axis Small Cap Fund has given 15.26% annualized return for the last 3 years. The funds SIP returns during the same period is 14.95%

Axis Small Cap Fund has 3 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 28 Feb 2025, fund size of Axis Growth Opportunities Fund is 12,594.59 Cr.

The average category Returns for Large and Mid Cap funds under Equity class are 14.91% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large and Mid Cap fund category.

Axis Growth Opportunities Fund has given 12.90% annualized return for the last 3 years. The funds SIP returns during the same period is 15.70%

Axis Growth Opportunities 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 28 Feb 2025, fund size of Axis Mid Cap Fund is 26,078.97 Cr.

The average category Returns for Mid Cap funds under Equity class are 17.43% per annum for the last 3 years. Category returns represent the average returns of all the funds from Mid Cap fund category.

Axis Mid Cap Fund has given 14.11% annualized return for the last 3 years. The funds SIP returns during the same period is 15.27%

Axis Mid Cap 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 28 Feb 2025, fund size of Axis Retirement Savings Fund - Dynamic Plan is 308.07 Cr.

The average category Returns for Retirement funds under Hybrid class are 10.43% 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 11.71% annualized return for the last 3 years. The funds SIP returns during the same period is 13.09%

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

Not Rated

As of 28 Feb 2025, fund size of Axis Retirement Savings Fund - Aggressive Plan is 762.15 Cr.

The average category Returns for Retirement funds under Hybrid class are 10.43% 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 10.34% annualized return for the last 3 years. The funds SIP returns during the same period is 12.73%

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

Not Rated

As of 28 Feb 2025, fund size of Axis ESG Equity Fund is 1,163.27 Cr.

The average category Returns for Sectoral funds under Equity class are 13.64% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

Axis ESG Equity Fund has given 9.28% annualized return for the last 3 years. The funds SIP returns during the same period is 11.63%

At present Axis ESG Equity Fund has not been rated by us.

Not Rated

As of 28 Feb 2025, fund size of Axis Retirement Savings Fund - Conservative Plan is 60.56 Cr.

The average category Returns for Retirement funds under Hybrid class are 10.43% 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 6.93% annualized return for the last 3 years. The funds SIP returns during the same period is 9.21%

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

Not Rated

As of 28 Feb 2025, fund size of Axis Focused 25 Fund is 11,554.33 Cr.

The average category Returns for Focused funds under Equity class are 12.75% per annum for the last 3 years. Category returns represent the average returns of all the funds from Focused fund category.

Axis Focused 25 Fund has given 4.87% annualized return for the last 3 years. The funds SIP returns during the same period is 8.65%

Axis Focused 25 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 28 Feb 2025, fund size of Axis Flexi Cap Fund is 11,116.64 Cr.

The average category Returns for Flexi Cap funds under Equity class are 13.68% per annum for the last 3 years. Category returns represent the average returns of all the funds from Flexi Cap fund category.

Axis Flexi Cap Fund has given 8.85% annualized return for the last 3 years.

Axis Flexi Cap 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 28 Feb 2025, fund size of Axis Bluechip Fund is 30,516.04 Cr.

The average category Returns for Large Cap funds under Equity class are 11.75% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large Cap fund category.

Axis Bluechip Fund has given 7.63% annualized return for the last 3 years. The funds SIP returns during the same period is 10.12%

Axis Bluechip 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 28 Feb 2025, fund size of Axis Small Cap Fund is 20,958.08 Cr.

The average category Returns for Small cap funds under Equity class are 16.35% per annum for the last 3 years. Category returns represent the average returns of all the funds from Small cap fund category.

Axis Small Cap Fund has given 15.26% annualized return for the last 3 years. The funds SIP returns during the same period is 14.95%

Axis Small Cap Fund has 3 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 28 Feb 2025, fund size of Axis Growth Opportunities Fund is 12,594.59 Cr.

The average category Returns for Large and Mid Cap funds under Equity class are 14.91% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large and Mid Cap fund category.

Axis Growth Opportunities Fund has given 12.90% annualized return for the last 3 years. The funds SIP returns during the same period is 15.70%

Axis Growth Opportunities 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 28 Feb 2025, fund size of Axis Mid Cap Fund is 26,078.97 Cr.

The average category Returns for Mid Cap funds under Equity class are 17.43% per annum for the last 3 years. Category returns represent the average returns of all the funds from Mid Cap fund category.

Axis Mid Cap Fund has given 14.11% annualized return for the last 3 years. The funds SIP returns during the same period is 15.27%

Axis Mid Cap 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 28 Feb 2025, fund size of Axis Retirement Savings Fund - Dynamic Plan is 308.07 Cr.

The average category Returns for Retirement funds under Hybrid class are 10.43% 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 11.71% annualized return for the last 3 years. The funds SIP returns during the same period is 13.09%

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

Not Rated

As of 28 Feb 2025, fund size of Axis Retirement Savings Fund - Aggressive Plan is 762.15 Cr.

The average category Returns for Retirement funds under Hybrid class are 10.43% 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 10.34% annualized return for the last 3 years. The funds SIP returns during the same period is 12.73%

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

Not Rated

As of 28 Feb 2025, fund size of Axis ESG Equity Fund is 1,163.27 Cr.

The average category Returns for Sectoral funds under Equity class are 13.64% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

Axis ESG Equity Fund has given 9.28% annualized return for the last 3 years. The funds SIP returns during the same period is 11.63%

At present Axis ESG Equity Fund has not been rated by us.

Not Rated

As of 28 Feb 2025, fund size of Axis Retirement Savings Fund - Conservative Plan is 60.56 Cr.

The average category Returns for Retirement funds under Hybrid class are 10.43% 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 6.93% annualized return for the last 3 years. The funds SIP returns during the same period is 9.21%

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

Not Rated

As of 28 Feb 2025, fund size of Axis Focused 25 Fund is 11,554.33 Cr.

The average category Returns for Focused funds under Equity class are 12.75% per annum for the last 3 years. Category returns represent the average returns of all the funds from Focused fund category.

Axis Focused 25 Fund has given 4.87% annualized return for the last 3 years. The funds SIP returns during the same period is 8.65%

Axis Focused 25 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 28 Feb 2025, fund size of Axis Flexi Cap Fund is 11,116.64 Cr.

The average category Returns for Flexi Cap funds under Equity class are 13.68% per annum for the last 3 years. Category returns represent the average returns of all the funds from Flexi Cap fund category.

Axis Flexi Cap Fund has given 8.85% annualized return for the last 3 years.

Axis Flexi Cap 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 28 Feb 2025, fund size of Axis Bluechip Fund is 30,516.04 Cr.

The average category Returns for Large Cap funds under Equity class are 11.75% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large Cap fund category.

Axis Bluechip Fund has given 7.63% annualized return for the last 3 years. The funds SIP returns during the same period is 10.12%

Axis Bluechip 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.