Axis Mutual Fund – Complete Investor Services

• Sushil Bajaj |
• 4 September 2025 |

📅 Last Updated on: December 1, 2025

About Axis Mutual Fund

Axis Mutual Fund, established in 2009 as a joint venture between Axis Bank and Schroder Singapore, has grown into one of India’s leading AMCs with an AUM of ₹3.37 lakh crore as of June 2025. It offers a well-rounded portfolio including equity, hybrid, debt, and systematic solutions. The equity range features popular schemes like Flexi Cap, ELSS, Small, Mid, and Large & Mid Cap Funds—plus thematic picks like ESG. Its hybrid line provides balanced solutions from conservative to aggressive and retirement-focused plans, including Balanced Advantage, Multi-Asset, and Arbitrage funds. With national reach and disciplined fund management, Axis empowers investors seeking long-term growth with flexibility.

Funds Information

Equity Funds

Equity Scheme	Category
Axis Small Cap Fund	Small Cap
Axis Mid Cap Fund	Mid Cap
Axis Large & Mid Cap Fund	Large & Mid Cap
Axis Flexi Cap Fund	Flexi Cap
Axis Multi Cap Fund	Multi Cap
Axis Nifty 100 Index Fund	Index Fund (Passive)
Axis Business Cycles Fund	Thematic / Equity
Axis ESG Integration Strategy Fund	Sectoral / Thematic (ESG)
Axis ELSS Tax Saver Fund	Tax-Saving (ELSS)
Axis Focused Fund	Multi Cap Equity
Axis Value Fund	Value Fund (Equity)
Axis Large Cap Fund	Large Cap
Axis Quant Fund	Thematic / Equity
Axis Services Opportunities Fund	Thematic / Equity
Axis NIFTY IT Index Fund	Index Fund (Equity)
Axis Innovation Fund	Thematic / Innovation Equity
Axis Consumption Fund	Thematic / Consumption Equity
Axis Nifty Smallcap 50 Index Fund	Index Fund (Small Cap)
Axis Nifty Midcap 50 Index Fund	Index Fund (Mid Cap)
Axis India Manufacturing Fund	Thematic / Equity
Axis Nifty Next 50 Index Fund	Index Fund (Equity)
Axis Nifty Bank Index Fund	Index Fund (Equity)
Axis Momentum Fund	Thematic / Equity
Axis BSE Sensex Index Fund	Index Fund (Equity)

Hybrid Funds

Scheme Name	Category / Theme
Axis Balanced Advantage Fund	Dynamic Asset Allocation / Balanced Advantage
Axis Equity Hybrid Fund	Equity-Oriented Hybrid
Axis Equity Saver Fund	Equity Savings (Equity + Debt + Derivatives)
Axis Multi Asset Allocation Fund	Multi-Asset Allocation (FoF)
Axis Retirement Savings Fund – Aggressive Plan	Aggressive Hybrid
Axis Retirement Savings Fund – Dynamic Plan	Dynamic Allocation (Retirement Focus)
Axis Retirement Savings Fund – Conservative Plan	Conservative Hybrid
Axis Arbitrage Fund	Arbitrage Hybrid

Transaction Forms Section

A. Purchase & Investment

• Additional Purchase Form
• SIP Registration Form (Systematic Investment Plan)
• STP Registration Form (Systematic Transfer Plan)
• SWP Registration Form (Systematic Withdrawal Plan)

B. Redemption & Switch

• Redemption Form
• Switch Request Form

C. Non-Commercial Transactions (NCTs)

• Change of Bank Mandate
• Change of Address / Contact Details
• Nomination Form / Change of Nominee
• Transmission Request (in case of death of holder)
• FATCA/CRS Declaration online
• KYC Update Form

Contact Information

📞 Phone: +91 9315120004
📧 Email: [email protected]

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Mutual Fund investments are subject to market risks, read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.