Axis Mutual Fund
Axis Mutual Fund is an Indian asset management company sponsored by Axis Bank, managing approximately Rs 3.8 lakh crore in assets across equity, debt, hybrid, and index fund products for over 10 million retail and institutional investors.
- Company typePrivate
- Founded2009
- HeadquartersMumbai, India
- Headcount5,001–10,000
- GTM typeB2C
- OfferingServices
What Axis Mutual Fund does
Axis Mutual Fund, established in 2009 and headquartered in Mumbai, is one of India's leading asset management companies sponsored by Axis Bank Ltd. The firm operates under a Trust structure under the Indian Trusts Act, 1882, with Axis Mutual Fund Trustee Ltd. as trustee and Axis Asset Management Company Ltd. as investment manager, and serves over 1 crore (10 million) retail and institutional investors across India with approximately Rs 3.8 lakh crore (~USD 45 billion) in assets under management, equating to roughly 5.6% market share of the Indian mutual fund industry.
The product suite spans active equity funds (large cap, mid cap, small cap, multicap, value, focused, ELSS), debt funds (liquid, overnight, money market, short duration, banking and PSU), hybrid funds (balanced advantage, arbitrage), an expanding passive/index lineup (Nifty 50, Nifty 100, Smallcap 50, Nifty500 Value 50, BSE Sector Leaders, India Defence, Capital Markets), domestic and overseas fund-of-funds (gold, silver, multi-asset, China, global equity, Nasdaq 100), and solution-oriented funds (retirement, children's). Distribution combines a digital self-serve platform (website, mobile app rated 4.8/5, WhatsApp service, UPI Autopay, e-Mandate) with offline reach via Axis Bank's branch network, independent financial advisors, and fintech aggregators (Zerodha, Groww). The firm invests in investor education through a knowledge centre, calculators, and goal-planning tools.
Axis MF generates revenue primarily through Total Expense Ratio (TER) fees on AUM, with expense ratios ranging from 0.11% on liquid funds to 1.26% on ELSS and up to 4.99% in select categories. Recent strategic moves include the June 2026 launch of Rozana SIP — an industry-first daily SIP at Rs 10/day — and an internal CIO succession from Ashish Gupta to R Sivakumar. The firm has stated a target of 20%+ YoY AUM growth, aiming for a top-six position among Indian AMCs by FY29, and led all 51 AMCs with Rs 14,077 crore in net inflows from top 30 cities in May 2026.
Axis Mutual Fund firmographics
Firmographics- Name
- Axis Mutual Fund
- Legal name
- Axis Asset Management Company Limited
- Website
- https://www.axismf.com
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 5,001–10,000 employees
- Short description
- Axis Mutual Fund is an Indian asset management company sponsored by Axis Bank, managing approximately Rs 3.8 lakh crore in assets across equity, debt, hybrid, and index fund products for over 10 million retail and institutional investors.
- Ownership category
- akta.pro rank
Where Axis Mutual Fund is headquartered
LocationHeadquarters
- HQ city
- Mumbai
- HQ country
- India
- HQ region
- Asia
Offices1 record
Markets served
Axis Mutual Fund business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Operations, Personnel, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Asset Management Fees (Total Expense Ratio): Axis Mutual Fund generates revenue by charging Total Expense Ratio (TER) fees on Assets Under Management across its equity, debt, hybrid, ETF, index fund, and solution-oriented schemes. Expense ratios vary by fund category (e.g., 0.11% for liquid funds, 1.26% for ELSS Tax Saver Fund, 0.30% for index funds), providing a recurring revenue stream proportional to AUM size.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Unit Pricing | Pay-as-you-go | Standard mutual fund investment with ₹100 minimum |
| Unit Pricing | Pay-as-you-go | Solution-oriented funds with ₹1000 minimum |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels5 records
Axis Mutual Fund product offering
Product offeringCore offering
Axis Mutual Fund is an Indian asset management company that offers a diversified range of mutual fund schemes across equity, debt, hybrid, index, ETF, fund-of-funds, and solution-oriented categories. It serves individual investors, HNIs, and corporates/MSMEs through systematic investment plans, lump-sum investments, and portfolio management services.
Product overview
Axis Mutual Fund is a diversified mutual fund house offering a comprehensive suite of investment products across equity, debt, hybrid, and solution-oriented categories. The product portfolio includes active equity funds (large cap, mid cap, small cap, multicap, value, focused), debt funds (liquid, overnight, money market, short duration, banking & PSU), hybrid funds (balanced advantage, arbitrage), index funds tracking major indices (Nifty 50, Nifty 100, Nifty Smallcap 50, Nifty500 Value 50, sector-specific indices), fund of funds (domestic gold/silver/multi-asset and overseas global equity/China/Nasdaq 100), and solution-oriented funds (retirement, children's). Supporting digital infrastructure includes mobile app, WhatsApp services, e-Mandate, UPI Autopay, and financial planning calculators. The fund house manages over ₹3 lakh crore in assets across approximately 1 crore investors.
Differentiator
Problem solved
Functional benefit
Brands
- Axis Long Term Equity Fund: An open-ended equity linked saving scheme (ELSS) with a statutory lock-in of 3 years and tax benefit under Section 80C.
- Axis Liquid Fund
- Axis Midcap Fund
- Axis Small Cap Fund
- Axis Gold Fund
- Axis Silver Fund of Fund
- Axis ELSS Tax Saver Fund
- Axis Overnight Fund
- Axis Retirement Fund
- Axis Children's Fund
- Axis Nifty India Defence Index Fund
- Axis Nifty Capital Markets Index Fund
- Axis Greater China Equity Fund of Fund
- Axis Global Equity Alpha Fund of Fund
- Axis Global Innovation Fund of Fund
Products and services
- Axis Liquid Fund
- Axis Arbitrage Fund
- Axis Gold Fund
- Axis Multicap Fund
- Axis Small Cap Fund
- Axis ELSS Tax Saver Fund
- Axis NIFTY 50 Index Fund
- Axis Banking & PSU Debt Fund
- Axis Balanced Advantage Fund
- Axis Retirement Fund
- Axis Children's Fund
- Axis Greater China Equity Fund of Fund
- Axis NASDAQ 100 US Specific Equity Passive FOF
- Axis Nifty India Defence Index Fund
- Axis Mutual Fund Mobile App
Quantifiable outcome
- Axis Liquid Fund ranked first in liquid mutual funds with 1.9% three-month returns and 6.3% one-year CAGR as of June 2026
- +3 more outcomes
Companies that use Axis Mutual Fund
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles3 records
Axis Mutual Fund technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Axis Mutual Fund partnerships and signals
Strategic signalScale indicators7 records
Recent moves6 records
Expansion highlights5 records
Axis Mutual Fund competitors and assessment
Company assessmentDirect peers
- HDFC Mutual Fund: India's largest mutual fund house by AUM, also bank-sponsored (HDFC Bank). Directly competes with Axis MF across equity, debt, hybrid, and passive categories with similar distribution via HDFC Bank branches.
- ICICI Prudential Mutual Fund: Top-3 Indian AMC sponsored by ICICI Bank, directly comparable business model to Axis MF — bank-sponsored, full-suite equity/debt/passive offerings, distribution through ICICI Bank branches.
- SBI Mutual Fund: Largest Indian AMC by AUM, sponsored by State Bank of India. Directly competes across the full product spectrum with the additional advantage of SBI's unmatched government-banking distribution reach.
- Nippon India Mutual Fund: Top-5 Indian AMC offering a comparable product suite (equity, debt, passive, FoFs) and competing for the same retail investor segments as Axis MF.
- Kotak Mahindra Mutual Fund: Bank-sponsored (Kotak Mahindra Bank) AMC competing head-to-head with Axis MF in mid-to-large cap equity, debt, and passive categories with similar private-bank distribution dynamics.
- Aditya Birla Sun Life Mutual Fund: Top-10 Indian AMC with diversified active/passive offerings, comparable in product breadth and competing for similar retail and HNI segments as Axis MF.
- UTI Mutual Fund: One of India's oldest AMCs with broad product coverage and significant retail penetration; comparable to Axis MF in equity, debt, and balanced offerings.
- Mirae Asset Mutual Fund: Fast-growing Indian AMC with strong equity and passive product franchises, competing directly with Axis MF in mid-cap, small-cap, and index fund categories.
- DSP Mutual Fund: Mid-sized Indian AMC focused on active equity and fixed income, comparable in scale and product mix to Axis MF's active equity franchise.
- Franklin Templeton India: Global asset manager's India subsidiary offering a broad active fund lineup; comparable in active equity and debt offerings to Axis MF.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat6 records
Key risks5 records
Key highlights7 records
Customer concentration
Axis Mutual Fund social profiles
Digital presenceAxis Mutual Fund financial estimates
Financial estimateRevenue estimate
Valuation estimate
Axis Mutual Fund leadership team
Management profileNumber of profiles
Profiles6 records
Axis Mutual Fund funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Axis Mutual Fund M&A and investment
M&A and investmentM&A
Investments31 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Axis Mutual Fund
What does Axis Mutual Fund do?
Axis Mutual Fund is an Indian asset management company that offers a diversified range of mutual fund schemes across equity, debt, hybrid, index, ETF, fund-of-funds, and solution-oriented categories. It serves individual investors, HNIs, and corporates/MSMEs through systematic investment plans, lump-sum investments, and portfolio management services.
Is Axis Mutual Fund a public or private company?
Axis Mutual Fund is a private company. It is classified as corporate owned and is currently operating.
When was Axis Mutual Fund founded?
Axis Mutual Fund was founded in 2009. It employs 5,001 to 10,000 people.
Where is Axis Mutual Fund based?
Axis Mutual Fund is headquartered in Mumbai, India, in the Asia region.
How does Axis Mutual Fund make money?
One revenue line is on record: asset Management Fees (Total Expense Ratio).
Who are Axis Mutual Fund's main competitors?
Direct peers on record are HDFC Mutual Fund, ICICI Prudential Mutual Fund, SBI Mutual Fund, Nippon India Mutual Fund, Kotak Mahindra Mutual Fund, Aditya Birla Sun Life Mutual Fund, UTI Mutual Fund, Mirae Asset Mutual Fund, DSP Mutual Fund and Franklin Templeton India.
Does Axis Mutual Fund have an API?
No public API is recorded for Axis Mutual Fund.