Axis Mutual Fund

As of 31 Jul 2025, fund size of Axis Balanced Advantage Fund is 3,593.47 Cr.

The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 11.99% 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 14.03% annualized return for the last 3 years. The funds SIP returns during the same period is 13.56%

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 Jul 2025, fund size of Axis Retirement Savings Fund - Dynamic Plan is 310.51 Cr.

The average category Returns for Retirement funds under Hybrid class are 12.57% 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 14.26% annualized return for the last 3 years. The funds SIP returns during the same period is 14.30%

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

Not Rated

As of 31 Jul 2025, fund size of Axis Retirement Savings Fund - Aggressive Plan is 759.09 Cr.

The average category Returns for Retirement funds under Hybrid class are 12.57% 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 13.82% annualized return for the last 3 years. The funds SIP returns during the same period is 13.54%

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

Not Rated

As of 31 Jul 2025, fund size of Axis Childrens Gift Fund is 901.25 Cr.

The average category Returns for Childrens funds under Hybrid class are 14.99% 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 10.36% annualized return for the last 3 years. The funds SIP returns during the same period is 11.34%

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

Not Rated

As of 31 Jul 2025, fund size of Axis Retirement Savings Fund - Conservative Plan is 54.94 Cr.

The average category Returns for Retirement funds under Hybrid class are 12.57% 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 9.37% annualized return for the last 3 years. The funds SIP returns during the same period is 8.67%

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

Not Rated

As of 31 Jul 2025, fund size of Axis Conservative Hybrid Fund is 270.69 Cr.

The average category Returns for Conservative funds under Hybrid class are 8.88% per annum for the last 3 years. Category returns represent the average returns of all the funds from Conservative fund category.

Axis Conservative Hybrid Fund has given 7.33% annualized return for the last 3 years. The funds SIP returns during the same period is 7.43%

At present Axis Conservative Hybrid Fund has not been rated by us.

Not Rated

As of 31 Jul 2025, fund size of Axis Equity Hybrid Fund is 1,538.93 Cr.

The average category Returns for Aggressive funds under Hybrid class are 14.02% 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 11.15% annualized return for the last 3 years. The funds SIP returns during the same period is 12.00%

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 Jul 2025, fund size of Axis Large Cap Fund is 33,026.59 Cr.

The average category Returns for Large Cap funds under Equity class are 14.71% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large Cap fund category.

Axis Large Cap Fund has given 11.47% annualized return for the last 3 years. The funds SIP returns during the same period is 11.91%

Axis Large 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 Jul 2025, fund size of Axis Balanced Advantage Fund is 3,593.47 Cr.

The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 11.99% 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 14.03% annualized return for the last 3 years. The funds SIP returns during the same period is 13.56%

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 Jul 2025, fund size of Axis Retirement Savings Fund - Dynamic Plan is 310.51 Cr.

The average category Returns for Retirement funds under Hybrid class are 12.57% 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 14.26% annualized return for the last 3 years. The funds SIP returns during the same period is 14.30%

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

Not Rated

As of 31 Jul 2025, fund size of Axis Retirement Savings Fund - Aggressive Plan is 759.09 Cr.

The average category Returns for Retirement funds under Hybrid class are 12.57% 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 13.82% annualized return for the last 3 years. The funds SIP returns during the same period is 13.54%

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

Not Rated

As of 31 Jul 2025, fund size of Axis Childrens Gift Fund is 901.25 Cr.

The average category Returns for Childrens funds under Hybrid class are 14.99% 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 10.36% annualized return for the last 3 years. The funds SIP returns during the same period is 11.34%

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

Not Rated

As of 31 Jul 2025, fund size of Axis Retirement Savings Fund - Conservative Plan is 54.94 Cr.

The average category Returns for Retirement funds under Hybrid class are 12.57% 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 9.37% annualized return for the last 3 years. The funds SIP returns during the same period is 8.67%

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

Not Rated

As of 31 Jul 2025, fund size of Axis Conservative Hybrid Fund is 270.69 Cr.

The average category Returns for Conservative funds under Hybrid class are 8.88% per annum for the last 3 years. Category returns represent the average returns of all the funds from Conservative fund category.

Axis Conservative Hybrid Fund has given 7.33% annualized return for the last 3 years. The funds SIP returns during the same period is 7.43%

At present Axis Conservative Hybrid Fund has not been rated by us.

Not Rated

As of 31 Jul 2025, fund size of Axis Equity Hybrid Fund is 1,538.93 Cr.

The average category Returns for Aggressive funds under Hybrid class are 14.02% 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 11.15% annualized return for the last 3 years. The funds SIP returns during the same period is 12.00%

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 Jul 2025, fund size of Axis Large Cap Fund is 33,026.59 Cr.

The average category Returns for Large Cap funds under Equity class are 14.71% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large Cap fund category.

Axis Large Cap Fund has given 11.47% annualized return for the last 3 years. The funds SIP returns during the same period is 11.91%

Axis Large 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.