📌 List of Axis Mutual Fund Schemes in 2025 and Return

🏦 Axis Mutual Fund Schemes: Overview

This article highlights top-performing Axis Mutual Fund schemes, analyzing their returns, strategies, and risk metrics. Axis Mutual Fund, a subsidiary of Axis Bank, is one of India’s fastest-growing asset managers, managing over ₹3.22 lakh crore in Assets Under Management (AUM) as of March 2025. 🏆

It offers a wide range of equity, debt, and hybrid funds, focusing on disciplined investing, diversification, and long-term wealth creation. 🔍💡

This article highlights top-performing Axis Mutual Fund equity schemes, analyzing their returns, strategies, and risk metrics. 📊

📈 Key Axis Mutual Fund Schemes & Performance (as 10/5/2025)

Here’s a detailed list of Axis Mutual Fund equity schemes along with their returns across different timeframes:

🏦 Mutual Fund Scheme	📉 1-Year Return	📊 3-Year Return	📈 5-Year Return	🏆 Since Inception Return
Axis Multicap Fund – DIRECT	14.86%	19.95%	❌ NA	17.56%
Axis Mid Cap Fund – DIRECT	12.54%	15.85%	27.03%	19.18%
Axis Small Cap Fund – DIRECT	12.18%	17.30%	33.45%	23.57%
Axis ELSS Tax Saver Fund – DIRECT	7.15%	10.39%	19.48%	16.96%
Axis Flexi Cap Fund – DIRECT	9.99%	10.83%	20.10%	14.38%
Axis Value Fund – DIRECT	13.59%	21.56%	❌ NA	18.00%
Axis Growth Opportunities Fund – DIRECT	8.17%	14.30%	27.47%	20.14%
Axis Bluechip Fund – DIRECT	5.55%	9.58%	18.35%	14.75%
Axis Focused Fund – DIRECT	4.93%	6.85%	18.14%	14.12%
Axis Innovation Fund – DIRECT	7.72%	10.91%	❌ NA	14.17%
Axis ESG Integration Strategy Fund – DIRECT	5.64%	10.51%	18.98%	16.14%
Axis Quant Fund – DIRECT	-2.63%	12.23%	❌ NA	12.56%
Axis Business Cycles Fund – DIRECT	7.65%	❌ NA	❌ NA	23.14%
Axis India Manufacturing Fund – DIRECT	9.18%	❌ NA	❌ NA	20.88%

1️⃣ Axis Mutual Fund: Multicap Fund 🏆

• Category: Multi-Cap Equity
• Benchmark: Nifty 500 Multicap 50:25:25 TRI
• Strategy: Balanced investment across large-cap, mid-cap, and small-cap stocks 💡
• ✅ Pros: Strong diversification, consistent performance
• ⚠️ Cons: May underperform in extreme market fluctuations

2️⃣ Axis Mutual Fund: Mid Cap Fund 📊

• Category: Mid-Cap Equity
• Benchmark: BSE Midcap 150 TRI
• Strategy: Focuses on high-growth mid-cap companies 🚀
• ✅ Pros: Diversified and stable returns
• ⚠️ Cons: Can lag behind high-growth funds in bullish markets

3️⃣ Axis Mutual Fund: Small Cap Fund 💰

• Category: Small-Cap Equity
• Benchmark: Nifty Smallcap 250 TRI
• Strategy: Targets high-growth small-cap companies
• ✅ Pros: Potential for high returns
• ⚠️ Cons: Higher risk exposure due to market volatility

4️⃣ Axis ELSS Tax Saver Fund 🏦

• Category: Equity Linked Savings Scheme (ELSS)
• Lock-in Period: 3 years (Tax benefits under Section 80C)
• Strategy: Focuses on long-term wealth creation with tax efficiency 💰
• ✅ Pros: Dual advantage of tax savings + investment growth
• ⚠️ Cons: May underperform compared to other high-risk growth funds

5️⃣ Axis Mutual Fund: Bluechip Fund 📉

• Category: Large-Cap Equity
• Benchmark: Nifty 100 TRI
• Strategy: Invests in stable, established companies
• ✅ Pros: Lower risk and strong track record
• ⚠️ Cons: Limited exposure to small/mid-cap growth stocks

6️⃣ Axis Mutual Fund: Focused Fund 🎯

• Category: Focused Equity
• Strategy: High-conviction portfolio of top 25 stocks
• ✅ Pros: Strategic selection of market leaders
• ⚠️ Cons: Higher risk due to concentrated exposure

7️⃣ Axis Mutual Fund: Flexi Cap Fund 📈

• Category: Flexi Cap Equity
• Benchmark: NIFTY 500 TRI
• AUM: ₹12,039.75 crore
• NAV (Regular Plan): ₹24.70 (May 2025)
• Expense Ratio: Regular Plan – 1.73%, Direct Plan – 0.72%
• Minimum Investment: ₹100 (SIP & lump sum)

Performance Highlights

• 1 Year: 8.52%
• 3 Years: 13.94% (vs. category average: 16.68%)
• 5 Years: 18.28% (vs. category average: 23.28%)

Risk & Suitability

✔ Best for long-term investors (5+ years horizon) 🕰️
✔ Provides diversified exposure across market caps
✔ Direct plan has lower expense ratio

🚨 Underperformance alert: Returns lag behind top competitors like Parag Parikh Flexi Cap Fund (27.74% 5Y returns) and HDFC Flexi Cap Fund (31.36% 5Y returns).

A. Top 5 Axis Mutual Fund Schemes as per 1-Year Return

1. Axis Multicap Fund – DIRECT → 14.86%
2. Axis Value Fund – DIRECT → 13.59%
3. Axis Mid Cap Fund – DIRECT → 12.54%
4. Axis Small Cap Fund – DIRECT → 12.18%
5. Axis Growth Opportunities Fund – DIRECT → 8.17%

B. Top 5 Axis Mutual Fund Schemes as per 3-Year Return

1. Axis Value Fund – DIRECT → 21.56%
2. Axis Multicap Fund – DIRECT → 19.95%
3. Axis Small Cap Fund – DIRECT → 17.30%
4. Axis Mid Cap Fund – DIRECT → 15.85%
5. Axis Growth Opportunities Fund – DIRECT → 14.30%

C. Top 5 Axis Mutual Fund Schemes as per 5-Year Return

1. Axis Small Cap Fund – DIRECT → 33.45%
2. Axis Growth Opportunities Fund – DIRECT → 27.47%
3. Axis Mid Cap Fund – DIRECT → 27.03%
4. Axis Flexi Cap Fund – DIRECT → 20.10%
5. Axis ELSS Tax Saver Fund – DIRECT → 19.48%

🎯 Conclusion

Axis Mutual Fund offers a variety of equity schemes suited for different investment strategies 🏆💰:

✔ Multicap & Flexi Cap Funds → Best for diversified investments 🌎
✔ Mid & Small Cap Funds → Ideal for high-risk, high-growth portfolios 🚀
✔ ELSS & Bluechip Funds → Great for tax benefits and stability 🏦
✔ Focused Funds → Suitable for targeted stock selection 🎯

📢 Axis Flexi Cap Fund & Axis Focused Fund provide broad market exposure but come with specific risks. Investors should assess risk tolerance, investment horizon, and consult financial advisors before making investment decisions