Axis Mutual Funds: Navigating The Path to Financial Growth


Embark on a journey with Axis Mutual Funds to navigate towards financial growth, leveraging expert insights and strategic investment opportunities

Axis Mutual Funds: Navigating The Path to Financial Growth

Axis Mutual Funds: Navigating The Path to Financial Growth


The evolution of the need for financial security has created a thrift for financial planning. In today’s time, it has become a necessity to save money smartly. thereby, introducing the Axis Mutual Fund to the investors will change their minds towards investing.

This article will explore the various advantages offered by this Asset Management Company. Also, giving a list of the best-performing fund schemes under its umbrella.

Let us learn a little about its backstory first. This fund house was established in October 2009. It puts a great emphasis on building wealth in the long run. Come check with us the extensive knowledge discussed below.


Professional management

  • Professional management refers to the skills and experience of fund managers who make investment choices on behalf of the investors. This is critical, as professional fund managers use their knowledge to navigate complex financial markets and make effective investment decisions.
  • This fund house provides the opportunity to take guidance from a team of experts. These skilled managers offer simplified solutions which help in making informed decisions.

Consistency in performance

  • Consistency in investment performance refers to the fund’s ability to deliver returns over time with only small modifications. A fund that routinely meets or exceeds its objectives gives investors a sense of regularity and trust.
  • These funds have a good track record, demonstrating consistent performance over multiple market periods. This track record promotes trust in investors, demonstrating the fund’s ability to navigate changing market situations while producing appropriate returns.

Provides diversification options

  • Diversification is the process of distributing assets over many asset classes, sectors, or geographical areas to reduce risk. These funds provide clients with a variety of investing possibilities.
  • These funds provide a broad choice of funds across equities, debt, and hybrid categories, allowing investors to build well-balanced portfolios. This diversity is essential in reducing risks that are related to the performance of any single asset class.


Cost-efficient investing

  • Cost-efficient investing is lowering investment costs to increase overall returns. This includes reducing the fees, expenses, and other costs connected with managing and maintaining an investment portfolio.
  • These funds prioritize cost efficiency by maintaining competitive expense ratios, which measure the percentage of fund assets dedicated to operational expenses. This results in reduced costs on expenses and higher returns for investors.


  • Flexibility in investing refers to investors’ capacity to adapt their investment strategies to their specific financial goals, risk tolerance, and changing circumstances.
  • These funds offer a varied range of investing possibilities, including equity funds, debt funds, hybrid funds, and more. This broad selection caters to a wide range of investor preferences and risk appetites, allowing individuals to align their investments with specific financial objectives.


  • Affordability in investing refers to the availability of investment options to a diverse range of investors, regardless of their financial situation.
  • These funds offer accessibility to a diverse range of investors through low minimum investment requirements. It allows investors to participate with very little financial expenses.

Global opportunities

  • This type of investing relates to a fund’s exposure to foreign markets, which enables investors to diversify their portfolios and capitalise on global economic trends.
  • These funds may include foreign funds or those with exposure to global markets, allowing investors to diversify portfolios outside of home markets. These global funds can offer currency diversification benefits, reducing currency swing risks and offering investors a larger investing landscape.


MR Shreyas Devalkar (Head of Equity)

MR Shreyas Devalkar has been the equity fund manager at Axis Mutual Fund for the past seven years. With over 14 years of experience in the finance industry, he brings a wealth of knowledge and expertise to the table, making him an invaluable asset to the fund house. His diligent work ethic and strategic investment decisions have helped Axis MF achieve impressive returns and maintain a strong reputation in the market. Here are some of the fund schemes managed by him:

  • Axis Blue Chip Fund
  • Axis Flexi Cap Fund
  • Axis Midcap Fund


Axis Small Cap Fund

Investment objective

This scheme aims to create long-term capital appreciation through a diverse portfolio of mostly equities and equity-related securities of small-cap companies.

Fund house name: Axis MF

Category: Equity small cap

CAGR: 23.85%

Benchmark: NIFTY Small-cap 250 TRI

Axis Growth Opportunities Fund

Investment objective

This scheme aims to create long-term capital appreciation by investing in a diverse portfolio of equity and equity-related instruments in India and globally.

Fund house name: Axis MF

Category: Equity Large & midcap

CAGR: 20.4%


Axis Midcap Fund

Investment objective

This scheme seeks to produce long-term capital growth by investing primarily in equities and equity-related instruments of mid-sized enterprises. The fund’s primary focus would be investing in larger companies in this sector.

Fund house name: Axis MF

Category: Equity mid-cap

CAGR: 18.36%

Benchmark: S&P BSE 150 MIDCAP TRI

Axis Blue-chip Fund

Investment objective

To achieve long-term capital appreciation, invest in a diversified portfolio consisting mostly of large-cap businesses’ equities and equity-related securities, including derivatives.

Fund house name: Axis MF

Category: Equity Large cap

CAGR: 12.51%

Benchmark: S&P BSE 100 TRI

Axis Corporate Debt Fund

Investment objective

This Scheme’s goal is to offer consistent income and capital appreciation by investing in corporate debt.

Fund house name: Axis MF

Category: Debt corporate bond

CAGR: 6.58%

Benchmark: NIFTY Corporate Bond Index B-III


Tax-saving investors

This fund house is a fantastic choice for investors seeking to optimise their tax liability. It offers various ELSS fund schemes to take advantage of its tax efficiency.

Goal oriented investors

Investors looking to invest to fulfil specific purposes can choose to invest in it. It has a wide range of schemes catering to various kinds of needs. It allows investors to build long-term wealth by giving consistent returns.

Retirement planners

Retirement planners benefit from funds that are specifically built for long-term asset growth and retirement planning. These funds prioritize stability and development, which aligns with the objectives of those seeking to establish a solid financial foundation for their retirement years.


In conclusion, the Axis Mutual Fund is a promising investing option. The fund’s commitment to professional management, as demonstrated by knowledgeable and experienced fund managers, ensures that investors make well-informed decisions.

It boosts investor confidence by demonstrating consistent success across market cycles. The fund serves a wide range of risk tolerances and financial objectives by offering diversification options in equities, debt, and hybrid assets. The advantages include cost-effective investing, flexibility in investment alternatives, affordability, and access to worldwide opportunities.

This Mutual Fund house offers an online Systematic Investment Plan (SIP) to provide comfort and flexibility to investors.

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