Axis Mutual Fund

As of 31 Jan 2024, fund size of Axis Small Cap Fund is 23,955.83 Cr.

The average category Returns for Small cap funds under Equity class are 35.98% 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 16.40% annualized return for the last 3 years. The funds SIP returns during the same period is 21.73%

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 31 Jan 2024, fund size of Axis Growth Opportunities Fund is 13,781.94 Cr.

The average category Returns for Large and Mid Cap funds under Equity class are 25.87% 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 11.41% annualized return for the last 3 years. The funds SIP returns during the same period is 18.68%

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 31 Jan 2024, fund size of Axis Mid Cap Fund is 30,008.58 Cr.

The average category Returns for Mid Cap funds under Equity class are 30.05% 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 13.47% annualized return for the last 3 years. The funds SIP returns during the same period is 20.96%

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 31 Jan 2024, fund size of Axis Focused 25 Fund is 13,352.27 Cr.

The average category Returns for Focused funds under Equity class are 23.31% 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 2.13% annualized return for the last 3 years. The funds SIP returns during the same period is 9.79%

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 31 Jan 2024, fund size of Axis Flexi Cap Fund is 12,667.71 Cr.

The average category Returns for Flexi Cap funds under Equity class are 24.81% 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 7.29% 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 31 Jan 2024, fund size of Axis Bluechip Fund is 33,229.5 Cr.

The average category Returns for Large Cap funds under Equity class are 21.48% 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 5.40% annualized return for the last 3 years. The funds SIP returns during the same period is 11.23%

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 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 ESG Equity Fund is 1,333.66 Cr.

The average category Returns for Sectoral funds under Equity class are 25.88% 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 6.93% annualized return for the last 3 years. The funds SIP returns during the same period is 13.88%

At present Axis ESG Equity Fund 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 Small Cap Fund is 23,955.83 Cr.

The average category Returns for Small cap funds under Equity class are 35.98% 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 16.40% annualized return for the last 3 years. The funds SIP returns during the same period is 21.73%

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 31 Jan 2024, fund size of Axis Growth Opportunities Fund is 13,781.94 Cr.

The average category Returns for Large and Mid Cap funds under Equity class are 25.87% 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 11.41% annualized return for the last 3 years. The funds SIP returns during the same period is 18.68%

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 31 Jan 2024, fund size of Axis Mid Cap Fund is 30,008.58 Cr.

The average category Returns for Mid Cap funds under Equity class are 30.05% 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 13.47% annualized return for the last 3 years. The funds SIP returns during the same period is 20.96%

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 31 Jan 2024, fund size of Axis Focused 25 Fund is 13,352.27 Cr.

The average category Returns for Focused funds under Equity class are 23.31% 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 2.13% annualized return for the last 3 years. The funds SIP returns during the same period is 9.79%

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 31 Jan 2024, fund size of Axis Flexi Cap Fund is 12,667.71 Cr.

The average category Returns for Flexi Cap funds under Equity class are 24.81% 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 7.29% 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 31 Jan 2024, fund size of Axis Bluechip Fund is 33,229.5 Cr.

The average category Returns for Large Cap funds under Equity class are 21.48% 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 5.40% annualized return for the last 3 years. The funds SIP returns during the same period is 11.23%

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 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 ESG Equity Fund is 1,333.66 Cr.

The average category Returns for Sectoral funds under Equity class are 25.88% 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 6.93% annualized return for the last 3 years. The funds SIP returns during the same period is 13.88%

At present Axis ESG Equity Fund 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