Axis Mutual Fund

Product Overview

Axis Mutual Fund offers a wide range of investment solutions across Equity, Debt, Hybrid, Index Funds, ETFs, ELSS (Tax Saver), and Solution-Oriented Funds. Investors can start investing through SIP (Systematic Investment Plan) or Lumpsum Investment, helping them achieve financial goals such as wealth creation, retirement planning, children's education, and tax saving.

Eligibility Criteria

✔️ Applicant must be an Indian Resident or eligible NRI.

✔️ Minimum Age: 18 Years (Minors can invest through Guardian).

✔️ Valid PAN Card.

✔️ Aadhaar (where applicable).

✔️ Bank Account in the applicant's name.

✔️ KYC Compliance is mandatory.

✔️ FATCA / CRS declaration as applicable.

Features and Benefits

✔️ Invest through SIP or Lumpsum as per your financial goals.

✔️ SIP Investment starts from ₹100 (selected schemes).

✔️ Wide range of Mutual Fund categories:

Equity Funds
Debt Funds
Hybrid Funds
Index Funds
ETFs
ELSS Tax Saver Funds
Solution-Oriented Funds

✔️ 100% Online Investment Process.

✔️ Flexible SIP Frequency:

Daily
Weekly
Monthly
Quarterly (scheme dependent).

✔️ Top-up SIP facility available to gradually increase investments.

✔️ Pause, Modify or Stop SIP anytime as per applicable scheme rules.

✔️ Goal-based investment planning for wealth creation, retirement, education and other long-term financial objectives.

✔️ Online SIP Calculator available to estimate future corpus.

Fees & Charges

✔️ Account Opening Charges: Nil.

✔️ SIP Registration Charges: Nil.

✔️ Lumpsum Investment Charges: Nil.

✔️ Expense Ratio: Applicable as per the selected mutual fund scheme and disclosed in the Scheme Information Document (SID) and Key Information Memorandum (KIM).

✔️ Exit Load: Applicable only if specified for the selected scheme. The exit load varies by scheme and redemption period.

✔️ Stamp Duty: 0.005% on the value of units allotted (as per applicable regulations).

✔️ Switch / Redemption Charges: Generally Nil, except where an applicable exit load is specified under the respective scheme.

✔️ GST: Included within the Total Expense Ratio (TER) as per applicable regulations.

✔️ Taxes: Capital Gains Tax is applicable as per prevailing Income Tax laws and depends on the type of mutual fund and holding period.

Note: Axis Mutual Fund does not have a single common fee structure. Expense Ratio, Exit Load, minimum investment amount, and other charges vary from scheme to scheme. Always refer to the respective Scheme Information Document (SID), Key Information Memorandum (KIM), and factsheet before investing.

Documents Required

✔️ PAN Card

✔️ Aadhaar Card

✔️ Passport (for NRIs, if applicable)

✔️ Bank Account Details

✔️ Cancelled Cheque / Bank Proof

✔️ Passport Size Photograph (if required)

✔️ KYC Documents

FAQs

Q1. What is the minimum SIP amount in Axis Mutual Fund?
Ans. Investors can start SIP from ₹100 in selected Axis Mutual Fund schemes.

Q2. Can I invest through SIP and Lumpsum?
Ans. Yes, Axis Mutual Fund allows investments through both SIP and Lumpsum modes.

Q3. Can I increase my SIP amount later?
Ans. Yes, investors can use the Top-up SIP facility in eligible schemes.

Q4. Can NRIs invest in Axis Mutual Fund?
Ans. Yes, eligible NRIs can invest subject to applicable regulations and KYC requirements.

Q5. Are Mutual Fund returns guaranteed?
Ans. No. Mutual Fund investments are market-linked and returns are not guaranteed.

Terms & Conditions

✔️ Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.

✔️ Returns depend on market performance and are not guaranteed.

✔️ Exit Load, Expense Ratio and minimum investment amount vary by scheme.

✔️ KYC compliance is mandatory before investing.

✔️ SIP registration, modification or cancellation is subject to Axis Mutual Fund's applicable policies.