Axis Mutual Fund

Axis Mutual Fund
74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited.
I. Outside-in view – Communicate with customers in their language to assist better in taking the right investment decision.
II. Long-term wealth creation – Encourage investors to create a long-term investment strategy and play a critical role in their wealth management.
III. Long-term relationship – Build relationships beyond finances.
It has over 20 Lakh investors and offers more than 170 investment schemes.

Key information:

1. Mutual fund

a. Axis Mutual Fund

2. Asset management company

a. Axis Asset Management Company Ltd.

3. Founded

a. 4 September 2009

4. Asset management company

a. Axis Asset Management Company Ltd.

5. Incorporated

a. 13 January 2009

6. Sponsors

a. Axis Bank Limited

7. Trustee

a. Axis Mutual Fund Trustee Limited

8. Name of trustees

a. Dr. T. C. Nair (Chairman)

b. Mr. Uday M. Chitale (Director)

c. Mr. Radhakrishnan Nair (Director)

d. Mr. Murray Alan Coble (Director)

e. bMr. Kedar Desai (Director)

f. Mr. Bapi Munshi (Director)

9. CEO

a. Mr. Chandresh Kumar Nigam

10. COO

a. Mr. Gopal Menon

11. Directors

a. Ms. Sonia Singh

b. Mr. U. R. Bhat

c. Mr. Shailendra Bhandari

d. Mr. R. K. Bammi

e. Mr. Lieven Debruyne

f. Mr. Chandresh Kumar Nigam

g. Mr. Ashok Sinha

h. Mr. Amitabh Chaudhry

12. Head of sales

a. Mr. Manesh Thakur

13. Head of fixed income

a. Mr. R. Sivakumar

14. Head of equity

a. Mr. Jinesh Gopani

15. Company secretary

a. Mr. Lalit Taparia

16. Investor Service Officer

a. Mr. Milind Vengurlekar

17. Compliance Officer

a. Mr. Darshan Kapadia

How can you invest in Axis Mutual Funds?

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Top Fund Managers

1. Mr. Jinesh Gopani

An MMS in Finance from Mumbai University, he has been the Fund Manager of Equities at Axis Asset Management Company Ltd. since 2011.The key funds that Mr. Gopani manages are Axis Long Term Equity Fund, Axis Growth Opportunities Fund, and Axis Focused 25 Fund.

2. Mr. Shreyash Devalkar

Shreyash Devalkar is a Bachelor of Chemical Engineering degree from UDCT, Mumbai and an MMS in Finance from Jamnalal Bajaj Institute of Management Studies.
Mr. Devalkar began his career as an Executive Engineer at Larsen & Toubro Limited back in 1999. He then moved on to become a manager at Calyon Bank in 2003. In 2004, he was hired as an Analyst at JP Morgan Services India Ltd. From there, he went on to become the Vice President of Research at IDFC Capital Ltd.
BNP Paribas Asset Management India Private Ltd hired him as an Equity Analyst in the PMS division in 2011. The same year, he became the Fund Manager of Equities of the same company. Some of the key funds that Shreyash Devalkar manages include Axis Multicap Fund, Axis Mid Cap Fund, and Axis Bluechip Fund. The Axis Bluechip Fund registered a 21.5% return in FY 2017-18, a considerable growth compared to Bluechip Funds of other AMCs.

3. Mr. Anupam Tiwari

He was also the Senior Equity Analyst at Reliance Capital Asset Management Company Ltd., where he primarily functioned across sectors including infrastructure, utilities, media, and capital goods.
Mr. Tiwari also managed mid cap and large cap portfolios as Equity Fund Manager in Reliance Life Insurance Company Limited later on. He also held the same position at Principal PNB Mutual Fund after moving on from the previous company.
Few of the funds that Anupam Tiwari manages are Axis Small Cap Fund, Axis Equity Saver Fund, and Axis Dynamic Equity Fund.

4. Mr. Ashish Naik

Ashish Naik is a PGDBM in Finance and Marketing from XLRI, Jamshedpur. He is also a Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM). Mr. Naik also holds a degree in Bachelor in Computer Engineering from the University of Mumbai.
He initially began his career as a Software Engineer from Hexaware Technologies. He later on joined Goldman Sachs as a Sell-side Equity Research Analyst and performed various duties like creating financial models for Korean and Malaysian banks.
Mr. Naik joined Axis Mutual Fund in 2009 as a Research Analyst.
The key funds that Ashish Naik manages include Axis Regular Saver Fund, Axis Equity Hybrid Fund, Axis Children’s Gift Fund – Compulsory Lock-In, Axis Triple Advantage Fund, and Axis NIFTY ETF.

5. Mr. Viresh Joshi

Viresh Joshi functions as the Fund Manager and the Chief Trader at Axis. An MBA in Finance, he has a capital market experience of more than 20 years.
Mr. Joshi was previously associated with ICICI Securities and BNP Paribas Securities.

6. Mr. R. Sivakumar

R. Sivakumar holds a BTech degree from the Indian Institute of Technology, Madras and an MBD degree from the Indian Institute of Management, Ahmedabad.
He started his career as a Research and Investment Analyst in Zurich India AMC & ITC Threadneedle AMC back in 1998. Mr. Sivakumar has also been the Fund manager of Fixed Income at Sundaram Asset Management Company Ltd. He has also played the role of Fund Manager in Fortis Investments, where he later became the Chief Operating Officer.
R. Sivakumar is currently the Head of Fixed Income at Axis Mutual Fund in India since 2009.
Some of the key schemes that he manages are Axis Triple Advantage Fund, Axis Equity Saver Fund, Axis Equity Hybrid Fund, Axis Dynamic Equity Fund, Axis Dynamic Bond Fund, and Axis Children’s Gift Fund – Compulsory Lock-In.

Axis Treasury Advantage Growth

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 9.69% returns in the last 1 year.

Axis Focused 25 Growth

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -2.7% returns in the last 1 year.

Axis Bluechip Fund Growth

Howerver, there can be no assurance that the investment objective of the scheme will be achieved.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 5.95% returns in the last 1 year.

Axis Credit Risk Fund Growth

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 5.81% returns in the last 1 year.

Axis Equity Saver Fund Growth

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 4.28% returns in the last 1 year.

Axis Short Term Growth

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 11.02% returns in the last 1 year.

Axis Dynamic Bond Growth

Why to invest in: The fund has consistently beaten other funds in same category along with its benchmark and provided 13.72% returns in the last 1 year.