You are an investor in the Axis Mutual Fund, and there are you may have any queries regarding your portfolio. This article aims to assist you with resolving your question.
Company Profile
Axis Mutual Fund launched its first scheme in October 2009 Since then Axis Mutual fund has grown strongly.
Schroder Investment Management (Singapore) Limited (SIMSL) through its wholly owned subsidiary, Schroder Singapore Holdings Private Limited (SSHPL) holds 25% of the total issued and paid up equity share capital plus one share in Axis AMC and Axis Mutual Fund Trustee Ltd.
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Axis MF Scheme performance
List of Axis best Equity Scheme:
| Scheme Name | Category | 1 Year | 1 Yr SIP Value | 3 Year | 3 Yr SIP Value | 5 Year | 5 Yr SIP Value |
|---|---|---|---|---|---|---|---|
| Axis Bluechip Fund | 5.44% | 12,296 | 13.32% | 43,458 | 13.24% | 82,784 | |
| Axis Focused 25 Fund | -3.15% | 11,826 | 10.49% | 41,796 | 10.92% | 78,290 | |
| Axis Long Term Equity Fund | 0.29% | 12,016 | 11.76% | 42,536 | 11.83% | 80,034 | |
| Axis Growth Opportunities Fund | 1.33% | 12,073 | 19.57% | 47,283 | 19.65% | 71,743 | |
| Axis Flexi Cap Fund | 4.07% | 12,222 | 14.59% | 44,218 | 14.07% | 84,453 | |
| Axis Mid Cap Fund | 8.09% | 12,439 | 21.05% | 48,223 | 19.15% | 95,302 | |
| Axis Small Cap Fund | 10.23% | 12,553 | 29.90% | 54,092 | 24.87% | 109,023 | |
| Axis Quant Fund | 13.23% | 12,712 | 8.99% | 18,036 | 17 M | ||
| Axis Value Fund | 11.20% | 12,605 | 8.35% | 14,628 | 14 M | ||
| Axis Multi Cap Fund | 12.10% | 11,542 | 11 M |
Fund House Entry Exit in these stocks:
Cipla, PI Industries, and Narayana Hrudaya were among the companies that Axis Fund included prominently. It cut back on ICICI Bank, Hind Unilever, and Samvardhana Motherson. Kansai Nerolac is a recent entry, whereas NMDC completely withdrew.
Axis Mutual Fund Service
Easy SMS Service
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simple SMS on 9212010033 for your axis mf services. Axis Easy SMS Transaction Guide PDF
refer below table for sms services.
| Transaction Type | Keyword | Example |
|---|---|---|
| Purchase | PUR | PUR<folio no><amount><scheme code> |
| Partial Redemption | REDP | REDP<folio no><amount><scheme code> |
| Full Redemption | REDF | REDF<folio no><scheme code> |
| Partial Switch | SWITCHP | SWITCHP<folio no><amount><FROM><scheme code><To scheme code> |
| Full Switch | SWITCHF | SWITCHF<folio no><FROM><scheme code><To scheme code> |
1. Redemption
You can redeem Axis mutual fund units online or offline method. The redemption process can be completed anytime during the day using an easy way.
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If you’re already registered, log in to the Axis MF website.
- After logging in,
- Click “Transact Now.”
- then select Redemption option
- Select your folio number first.
- then select scheme
- Select Value section
- Click on one option. All unit or Specify amount
- Confirm Transaction
After completing the transaction, you will receive a transaction confirmation via email and SMS.
Axis Mutual Fund Redemption Process
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Axis Mutual Fund Redemption Time – Equity Fund Redemption take T+3 days (means 4 working days).
2. SIP Cancellation – Physical & Online
The option to cancel or stop SIP in various ways. Investors should be aware that SIP is a non-committal investment. No charges or fines can be assessed if an investor chooses to end the plan during the middle.
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There are a variety of methods to end SIP on the internet.
- AMC Online Platform
- Offline submit Cancellation Form/letter to AMC Office or Registrar Office.
- By contacting your Financial Advisor
For more details on Axis Mutual Fund SIP cancellation PDF download or online process, check this article
3. Nomination
Mutual Fund nomination refers to the appointment of a person to take responsibility for your investments in the fund following your passing away.
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The nominee’s nomination will ensure that, after your death, your Mutual Fund holdings will be transferred to the nominee.
The preliminary information you must fill in on the form of nomination are:
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- Name of the nominee
- Date of birth of the nominee (If minor)
- Nominee’s relationship with the investor
- Address of the nominee
- Percentage share of each nominee (if there is more than 1 nominee), etc.
You can add up to 3 nominees in Nippon India Mutual Fund folio and specify the percentage share that each nominee will receive in the event of your death.
If you don’t specify the percentage of your share, the Mutual Fund units will be equally distributed to all nominees named on the nomination form.
4. Folio Statement
Enter your Folio Number or PAN Number and get your Axis mutual fund account statement mailed to your email id registered with Axis MF.
or SMS SOA to 9212010033 from your register mobile no.
5. Mobile & Email Update in Folio
SMS to update email id in existing folio
EMAIL<space> <email id> to 9212010033 from your register mobile No.
- Login to your Axis MF Account to login.
- At the extreme top right of the menu bar, click on “My Profile” under your name.
- Update Nomination Details
Note: Users will get OTPs on their mobile & register email.
6. Transmission
Transfer of Units is a method by which units owned by the unitholder who died are handed over to the nominee or the legal descendants or legal heirs of the unitholder who died, as the situation requires.
- Axis MF Transmission Request Form for Transmission of Units in favor of the Nominee(s).
- Death Certificate of the deceased unitholder(s) in original OR photocopy duly attested by a Notary Public or a Gazetted Officer.
- Copy of Birth Certificate, in case the Nominee is a minor.
- Copy of PAN Card of the Nominee(s) / Guardian (in case the Nominee is a minor)
- KYC Acknowledgment OR KYC Form of the Nominee(s) / Guardian (where Nominee is a Minor)
- The Cancelled cheque with the Nominee’s name pre-printed OR Copy of the Nominee’s recent Bank Statement/Passbook (which cannot be more than 3 months old).
