Investment Objective - To generate long term capital appreciation along with current income by investing in a mix of Equity and Equity related Instruments, debt Instruments and money market instruments.

Fund House

Axis Mutual Fund

Return Since Launch

12.2%

Launch Date

Jul 20, 2018

Type

Open Ended

Riskometer

Very High

Top Holdings

Name	Assets (%)	Sector	Instrument
HDFC Bank Ltd.	5.86	Banks	Equity
ICICI Bank Ltd.	4.85	Banks	Equity
Reliance Industries Ltd.	4.83	Petroleum	Equity
Infosys Ltd.	3.68	Information Technology	Equity
Bharti Airtel Ltd.	3.46	Telecommunications	Equity
State Bank of India	2.78	Banks	Equity
Mahindra & Mahindra Ltd.	2.39	Automobiles	Equity
Larsen & Toubro Ltd.	2.37	Construction	Equity
Bajaj Finance Ltd.	1.74	Finance	Equity
FSN E-Commerce Ventures Ltd.	1.64	Service	Equity

View All

Sep 23, 2025

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	-0.48	1.21	1.84	7.44	14.61	12.29	15.44	NA	12.20
Category Average (%)	-0.48	1.08	1.54	8.50	-0.67	14.90	17.77	NA	12.69
Rank within Category	54	59	95	118	82	126	156	NA	136

* Returns over 1 year are CAGR

Peer Comparision

Scheme Name(Growth Direct)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
SBI Equity Hybrid Fund	337.98	77,256	0.46	1.66	2.12	10.21	6.25	15.04	18.10	13.46	31.85	0.73
ICICI Prudential Equity & Debt Fund	447.89	45,168	-0.04	1.74	3.89	10.27	4.27	21.18	27.13	17.19	34.80	0.96
HDFC Hybrid Equity Fund	128.89	23,996	-0.46	0.89	0.96	7.34	1.07	13.98	18.93	11.81	22.23	1.02
DSP Aggressive Hybrid Fund	405.63	11,333	-0.34	1.09	1.13	6.89	1.94	17.39	19.02	14.15	33.76	0.65
Canara Robeco Equity Hybrid Fund	412.94	10,946	-0.23	1.29	1.93	9.31	0.86	15.44	17.62	14.06	33.94	0.57
Mirae Asset Aggressive Hybrid Fund	38.03	9,012	-0.23	1.48	2.66	9.30	1.30	15.54	18.16	14.70	14.05	0.39
Kotak Aggressive Hybrid Fund	74.98	7,853	-0.15	1.88	4.03	12.51	2.47	17.56	21.51	15.06	20.33	0.47
Aditya Birla Sun Life Equity Hybrid 95 Fund	1,726.12	7,372	-0.57	0.96	1.82	9.24	-0.09	14.59	17.70	11.86	49.87	1.09
Sundaram Aggressive Hybrid Fund	186.19	6,680	-0.51	0.76	1.61	7.35	-1.25	14.06	18.08	14.01	25.82	0.69
UTI Aggressive Hybrid Fund	434.88	6,302	-0.63	0.62	0.64	6.46	-1.36	17.49	21.08	13.16	34.49	1.25

View All

Sep 23, 2025

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹4,965 (-0.70%)

Fund Manager

Jayesh Sundar

Devang Shah

Aditya Pagaria

Mr. Jayesh Sundar is a Chartered Accountant. Prior to joining Axis MF, he has worked with Aviva Life Insurance Company, Tata Securities Ltd., Collins Stewart India Pvt. Ltd., IL&FS Investsmart and CRISIL.

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Here is the list of funds managed by Jayesh Sundar

Scheme Name(Growth Direct)	Category	NAV(Rs)	AUM(Rs Cr)	1Y(%)	5Y(%)
Axis Large Cap Fund	Equity - Large Cap	70.73	32,954	-2.79	16.32
Axis Balanced Advantage Fund	Hybrid - Dynamic Asset Allocation/Balanced Advantage	23.49	3,489	1.91	14.98
Axis Aggressive Hybrid Fund	Hybrid - Aggressive	22.67	1,527	-0.70	15.44
Axis Children's Fund No Lock-in	Solution Oriented - Children	30.43	890	-0.11	15.21
Axis Children's Fund Compulsory Lock-in	Solution Oriented - Children	29.86	890	-0.23	15.00
Axis Retirement Fund - Aggressive Plan	Solution Oriented - Retirement	20.27	757	-1.60	15.86
Axis Retirement Fund - Dynamic Plan	Solution Oriented - Retirement	21.72	309	-2.86	17.18
Axis Conservative Hybrid Fund	Hybrid - Conservative	35.29	276	4.60	9.39
Axis Retirement Fund - Conservative Plan	Solution Oriented - Retirement	17.44	55	1.23	10.82

View All

Sep 23, 2025

Top Performing Related Funds

Scheme Name(Growth Direct)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
Axis Liquid Fund	2,971.51	37,456	0.09	0.48	1.45	3.31	6.98	7.13	5.75	6.30	8.93	0.15
Axis ELSS Tax Saver Fund	110.34	34,528	-0.80	0.63	2.21	8.58	-2.82	14.18	17.47	13.37	20.75	0.81
Axis Large Cap Fund	70.73	32,954	-0.65	0.93	2.40	8.05	-2.79	13.05	16.32	13.97	16.61	0.71
Axis Midcap Fund	133.78	31,056	-0.96	0.46	2.63	14.17	-1.33	20.00	24.17	17.61	22.59	0.56
Axis Small Cap Fund	124.55	25,569	-0.74	1.26	2.48	12.46	-1.88	20.51	28.64	20.25	23.81	0.57
Axis Money Market Fund	1,468.22	19,166	0.11	0.49	1.54	4.11	7.98	7.71	6.26	NA	6.46	0.17