Axis Mutual Fund

About Axis Mutual Fund

With its first scheme launched in 2009, Axis Mutual Fund today offers around 57 schemes. Choose from hybrid, debt, equity, index funds and more based on your risk tolerance and goals. You can also sign up for investment packs to enjoy better diversification. 

 

The benchmark return of Axis Mutual Fund schemes goes up to 16%, while the annualised return goes up to 18.75%. 

 

With over 1.3 crore active investors, Axis Mutual Fund is preferred by investors in over 100 cities. It promotes responsible investing through a customer-centric approach focusing on quality and risk management with the help of an expert team.

Incorporated	04 Sep. 2009
Mdceo	Gop Kumar Bhaskaran
Trustee	Axis Mutual Fund Trustee Ltd.
Cio	Ashish Gupta

How to Invest in Axis Mutual Fund?

Investing in Mutual Funds on Bajaj Markets includes a hassle-free, end-to-end online procedure with no tedious form filling or branch visitations. You can follow the steps given below on the Bajaj Markets website and the app as well. 

 

• Step 1: Log in using your mobile phone number

• Step 2: Under ‘Investments’, choose ‘Mutual Funds’

• Step 3: Fill in basic information such as your bank account number, PAN Card number, etc. 

• Step 4: Start your investment journey with Bajaj Markets once your account has been activated

You can invest through various payment methods like UPI, net banking, real-time gross settlement (RTGS), and national electronic funds transfer (NEFT). 

Documents Required to Invest in Axis Mutual Fund:

Here are the documents required in order to invest in a mutual funds scheme through Bajaj Markets.

 

• PAN Card

• Voter ID

• Driving Licence

• Passport

Top Axis Fund Managers

1. R. Sivakumar

Currently Fixed Income Head at Axis Mutual Fund, R. Sivakumar has over 20 years of experience in asset management across various asset classes. He holds a PGDM from IIM Ahmedabad and a Bachelor of Technology from IIT Madras. One of the schemes he manages includes Axis Triple Advantage Fund. It registered an annualised return of 11.63% and a benchmark return of 14.24% since inception.

2. Devang Shah

Currently the Fixed Income Co-head at Axis Mutual Fund, Devang Shah has an overall experience of more than 20 years spanning companies such as PWC, Deutsche AMC, and ICICI Prudential AMC. With a B. Com from Mumbai University, he is a Gold Medallist in Financial Management and an Associate Member of the ICAI. One of the schemes under his management includes the Axis Strategic Bond Fund. It registered an annualised return of 6.58% and a benchmark return of 7.36% since inception.

3. Jinesh Gopani 

The Head – Equity at Axis Mutual Fund, Jinesh Gopani has an MMS in Finance from Mumbai University with experience in capital markets and equity. He worked with Voyager Capital and Birla Sun Life Mutual Fund before joining Axis Mutual Fund. One of the popular funds he manages is the Axis Long Term Equity Fund. It offered an annualised return of 9.40% and a benchmark return of 10.66% since inception.

4. Shreyash Devalkar

Currently a Senior Fund Manager, Shreyash Devalkar has a Masters in Management Studies and a Bachelor in Chemical Engineering. His 18-plus years of experience spans across IDFC AMC, IDFC Securities Ltd., and BNP Paribas AMC. A key scheme under his management includes the Axis Bluechip Fund. It registered an annualised return of 12% and a benchmark return of 11.51% since inception.

5. Anupam Tiwari

With more than 15 years of experience, Anupam Tiwari is a Chartered Accountant and a Fund Manager at Axis Mutual Fund. His previously worked at companies including Principal BNP Asset Management Co. Ltd. and Reliance Capital Asset Management Co. Limited. Schemes managed by him include the Axis Small Cap Fund with an annualised return of 18.75% and a benchmark return of 6.74% since inception.

Email	NA
Phone	022-24255161
Address	23rd Floor, One Lodha Place, S. B. Road, Lower Parel.