Axis Mutual Fund

As of 31 Jan 2024, fund size of Axis Mid Cap Fund is 24,533.62 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 15.79% annualized return for the last 3 years. The funds SIP returns during the same period is 25.25%

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 Value Fund is 455.25 Cr.

The average category Returns for Value funds under Equity class are 28.62% per annum for the last 3 years. Category returns represent the average returns of all the funds from Value fund category.

Axis Value Fund has given 20.98% annualized return for the last 3 years. The funds SIP returns during the same period is 30.17%

At present Axis Value Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of Axis Multicap Fund is 4,874.75 Cr.

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At present Axis Multicap Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of Axis Retirement Savings Fund - Dynamic Plan is 321.83 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 11.00% annualized return for the last 3 years. The funds SIP returns during the same period is 20.01%

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 779.14 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 9.51% annualized return for the last 3 years. The funds SIP returns during the same period is 17.78%

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 76.47 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 7.05% annualized return for the last 3 years. The funds SIP returns during the same period is 11.06%

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 Mid Cap Fund is 24,533.62 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 15.79% annualized return for the last 3 years. The funds SIP returns during the same period is 25.25%

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 Value Fund is 455.25 Cr.

The average category Returns for Value funds under Equity class are 28.62% per annum for the last 3 years. Category returns represent the average returns of all the funds from Value fund category.

Axis Value Fund has given 20.98% annualized return for the last 3 years. The funds SIP returns during the same period is 30.17%

At present Axis Value Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of Axis Multicap Fund is 4,874.75 Cr.

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At present Axis Multicap Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of Axis Retirement Savings Fund - Dynamic Plan is 321.83 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 11.00% annualized return for the last 3 years. The funds SIP returns during the same period is 20.01%

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 779.14 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 9.51% annualized return for the last 3 years. The funds SIP returns during the same period is 17.78%

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 76.47 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 7.05% annualized return for the last 3 years. The funds SIP returns during the same period is 11.06%

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

Not Rated