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

10.72%

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 (%)	-0.53	1.08	1.53	6.78	13.30	11.01	14.01	NA	10.72
Category Average (%)	-0.48	1.08	1.54	8.50	-0.67	14.90	17.77	NA	12.69
Rank within Category	56	65	113	137	119	155	176	NA	164

* Returns over 1 year are CAGR

Peer Comparision

Scheme Name(Growth Regular)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
SBI Equity Hybrid Fund	305.60	77,256	0.45	1.60	1.95	9.84	5.55	14.27	17.30	12.54	12.18	1.39
ICICI Prudential Equity & Debt Fund	403.25	45,168	-0.05	1.68	3.74	9.93	3.66	20.47	26.43	16.24	15.34	1.56
HDFC Hybrid Equity Fund	118.76	23,996	-0.47	0.83	0.79	6.99	0.42	13.25	18.17	11.07	12.87	1.68
DSP Aggressive Hybrid Fund	360.05	11,333	-0.36	0.99	0.86	6.32	0.88	16.18	17.79	12.98	14.57	1.72
Canara Robeco Equity Hybrid Fund	364.26	10,946	-0.24	1.19	1.63	8.68	-0.28	14.13	16.25	12.72	11.69	1.72
Mirae Asset Aggressive Hybrid Fund	32.52	9,012	-0.25	1.36	2.31	8.57	-0.03	13.99	16.55	12.94	12.31	1.72
Kotak Aggressive Hybrid Fund	63.70	7,853	-0.17	1.76	3.69	11.77	1.16	15.99	19.87	13.48	18.53	1.75
Aditya Birla Sun Life Equity Hybrid 95 Fund	1,539.09	7,372	-0.59	0.89	1.62	8.81	-0.85	13.71	16.79	10.84	17.87	1.85
Sundaram Aggressive Hybrid Fund	162.11	6,680	-0.53	0.66	1.33	6.75	-2.33	12.75	16.69	12.69	11.45	2.24
UTI Aggressive Hybrid Fund	403.87	6,302	-0.64	0.57	0.48	6.11	-2.00	16.75	20.32	12.43	12.89	1.87

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 ₹4,910 (-1.81%)

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 Regular)	Category	NAV(Rs)	AUM(Rs Cr)	1Y(%)	5Y(%)
Axis Large Cap Fund	Equity - Large Cap	61.39	32,954	-3.64	15.14
Axis Balanced Advantage Fund	Hybrid - Dynamic Asset Allocation/Balanced Advantage	21.04	3,489	0.67	13.54
Axis Aggressive Hybrid Fund	Hybrid - Aggressive	20.63	1,527	-1.81	14.01
Axis Children's Fund No Lock-in	Solution Oriented - Children	26.23	890	-1.19	13.70
Axis Children's Fund Compulsory Lock-in	Solution Oriented - Children	26.23	890	-1.19	13.70
Axis Retirement Fund - Aggressive Plan	Solution Oriented - Retirement	18.55	757	-2.83	14.13
Axis Retirement Fund - Dynamic Plan	Solution Oriented - Retirement	19.79	309	-4.07	15.33
Axis Conservative Hybrid Fund	Hybrid - Conservative	30.10	276	3.31	8.00
Axis Retirement Fund - Conservative Plan	Solution Oriented - Retirement	15.93	55	-0.05	9.12

View All

Sep 23, 2025

Top Performing Related Funds

Scheme Name(Growth Regular)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
Axis Liquid Fund - Retail Plan	2,694.25	37,456	0.08	0.43	1.30	3.00	6.35	6.51	5.14	5.69	6.57	0.65
Axis Liquid Fund	2,945.68	37,456	0.09	0.47	1.43	3.26	6.89	7.05	5.67	6.23	7.00	0.25
Axis ELSS Tax Saver Fund	97.57	34,528	-0.81	0.56	2.02	8.17	-3.53	13.32	16.54	12.36	15.58	1.54
Axis Large Cap Fund	61.39	32,954	-0.66	0.84	2.18	7.57	-3.64	12.02	15.14	12.71	12.24	1.58
Axis Midcap Fund	114.89	31,056	-0.97	0.37	2.38	13.57	-2.34	18.73	22.72	16.21	18.22	1.57
Axis Small Cap Fund	107.59	25,569	-0.76	1.18	2.21	11.86	-2.91	19.17	26.98	18.75	22.29	1.60