Axis Mutual Fund

As of 31 Jul 2025, fund size of Axis Small Cap Fund is 25,987.18 Cr.

The average category Returns for Small cap funds under Equity class are 19.56% 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 19.54% annualized return for the last 3 years. The funds SIP returns during the same period is 16.91%

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 Jul 2025, fund size of Axis Large & Mid Cap Fund is 14,926.15 Cr.

The average category Returns for Large and Mid Cap funds under Equity class are 18.15% 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 Large & Mid Cap Fund has given 18.96% annualized return for the last 3 years. The funds SIP returns during the same period is 17.37%

Axis Large & 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 Jul 2025, fund size of Axis Mid Cap Fund is 31,165.74 Cr.

The average category Returns for Mid Cap funds under Equity class are 20.84% 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 18.77% annualized return for the last 3 years. The funds SIP returns during the same period is 18.21%

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 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 ESG Integration Strategy Fund is 1,191.63 Cr.

The average category Returns for Sectoral funds under Equity class are 16.30% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

Axis ESG Integration Strategy Fund has given 14.07% annualized return for the last 3 years. The funds SIP returns during the same period is 11.88%

At present Axis ESG Integration Strategy Fund 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 Equity Saver Fund is 935.92 Cr.

The average category Returns for Equity Savings funds under Hybrid class are 9.76% 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 9.94% annualized return for the last 3 years. The funds SIP returns during the same period is 9.48%

At present Axis Equity Saver 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 Small Cap Fund is 25,987.18 Cr.

The average category Returns for Small cap funds under Equity class are 19.56% 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 19.54% annualized return for the last 3 years. The funds SIP returns during the same period is 16.91%

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 Jul 2025, fund size of Axis Large & Mid Cap Fund is 14,926.15 Cr.

The average category Returns for Large and Mid Cap funds under Equity class are 18.15% 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 Large & Mid Cap Fund has given 18.96% annualized return for the last 3 years. The funds SIP returns during the same period is 17.37%

Axis Large & 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 Jul 2025, fund size of Axis Mid Cap Fund is 31,165.74 Cr.

The average category Returns for Mid Cap funds under Equity class are 20.84% 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 18.77% annualized return for the last 3 years. The funds SIP returns during the same period is 18.21%

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 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 ESG Integration Strategy Fund is 1,191.63 Cr.

The average category Returns for Sectoral funds under Equity class are 16.30% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

Axis ESG Integration Strategy Fund has given 14.07% annualized return for the last 3 years. The funds SIP returns during the same period is 11.88%

At present Axis ESG Integration Strategy Fund 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 Equity Saver Fund is 935.92 Cr.

The average category Returns for Equity Savings funds under Hybrid class are 9.76% 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 9.94% annualized return for the last 3 years. The funds SIP returns during the same period is 9.48%

At present Axis Equity Saver 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