Axis Mutual Fund Different Plan and Benefits

axis mutul funds

1. Axis Long Term Equity Fund

To generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related securities. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Benefits

  1. Axis Long Term Equity Fund is a diversified equity linked saving scheme (ELSS) that invests in a mix of large caps and select midcaps.
  2. The fund has a 3-year lock-in which is one of the lowest amongst other tax saving instruments.
  3. A 3-year lock-in ensures that the money stays invested in equities and does not get perturbed by market ups and downs. Add to it, the fund manager can take much informed decision and look through the interim volatility.
  4. Being an ELSS scheme, the scheme comes with dual advantages of building wealth and saving tax.
  5. The long term mutual fund has a 3-year lock-in which is one of the lowest amongst other tax saving instruments.
  6. Asset Class benefit: Equity as an asset class holds potential to beat inflation and generate long term wealth.
  7. Target Goals: Long-term goals such as children’s education & their future, retirement or any other long term growth that needs wealth creation plan.

2. Axis Focused 25 Fund

To generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of up to 25 companies.

Benefits

  1. The scheme invests in a concentrated portfolio of high conviction ideas (up to 25).
  2. Focus on companies that has the capability to sail through their business cycles without being affected by short term market volatility.
  3. While this fund offers the benefit of higher exposure to the best ideas, portfolio is well diversified across sectors to manage risk.
  4. Asset Class benefit: Equity as an asset class holds potential to beat inflation and generate long term wealth.
  5. Target Goals: Long-term goals such as children’s education & their future, retirement or any other long term growth that needs wealth creation plan.

3. Axis Bluechip Fund

To achieve long term capital appreciation by investing in a diversified portfolio predominantly consisting of equity and equity related securities of Large Cap companies including derivatives. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Benefits

  1. blue chip mutual funds invest predominantly in large companies.
  2. Such companies are traded frequently and hence liquid and also less volatile as these stocks have proven track record, business models and capable enough to deliver long term consistent returns.
  3. The Axis Bluechip Fund aims to outperform the benchmark with risk lower than the benchmark.
  4. Asset Class benefit: Equity as an asset class holds potential to beat inflation and generate long term wealth.
  5. Target Goals: Long-term goals such as children’s education & their future, retirement or any other long term growth that needs wealth creation plan

4. Axis ESG Equity Fund

To generate long term capital appreciation by investing in a diversified portfolio of companies demonstrating sustainable practices across Environmental, Social and Governance (ESG) parameters.

However, there can be no assurance that the investment objective of the Scheme will be achieved.

Benefits

  1. A diversified equity fund that invests in companies across market capitalization, with a emphasis on ESG
  2. Aims to offer investors an ideal mix of equities in an attempt to provide long term returns while minimizing risks associated with market volatility.
  3. Constantly endeavors to invest in quality companies with high growth prospects with an aim to deliver risk adjusted returns for investors.

5. Axis Mid Cap Fund

To achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies.

Benefits

  1. The mid cap mutual fund invests predominantly in midcap companies.
  2. Midcap companies have the potential to deliver superior returns due to potential of faster earnings growth.
  3. Having said that, such companies are emerging companies and hence it is crucial to be vigilant about their business and growth prospects and hence carry risk.
  4. Axis Mid Cap Fund has an actively managed portfolio diversified across sectors for keep the risk well managed.
  5. Allows you to complement your portfolio focusing on large cap companies.
  6. Asset Class benefit: Equity as an asset class holds potential to beat inflation and generate long term wealth.
  7. Target Goals: Long-term goals such as children’s education & their future, retirement or any other long term growth that needs wealth creation plan.

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