• Category: Hybrid FoF (Domestic)
• Benchmark: NIFTY 500 TRI (45%), NIFTY Composite Debt Index (45%), Domestic Price of Physical Gold (5%), Domestic Price of Physical Silver (5%)
• NFO Period: Nov 21 to Dec 05, 2025
• Fund Manager(s): Mr. Shreyash Devalkar, Mr. Devang Shah, Mr. Mayank Hyanki, Mr. Aditya Pagaria
• Minimum Application Amount: ₹100 and in multiples of ₹1/- thereafter
• Exit Load: If redeemed / switched-out within 12 months from allotment date: For 10% of investments: NIL for remaining investments: 1%. If redeemed / switched-out after 12 months from allotment date: NIL

Bengaluru, 20^th Nov 2025 – Axis Mutual Fund, one of India’s leading asset management companies, announced the launch of the Axis Multi-Asset Active Fund of Fund (FoF), an open-ended fund of funds scheme investing in units of equity-oriented and debt-oriented mutual fund schemes and commodity-based ETFs. The New Fund Offer (NFO) will open for subscription on November 21, 2025, and close on December 5, 2025.

The Axis Multi-Asset Active FoF is designed to provide investors with a single-window solution for multi-asset diversification, combining equity, debt, gold, and silver exposure in one intelligently managed portfolio. The fund aims to deliver long-term capital appreciation by dynamically allocating across asset classes and themes, guided by a robust quantitative model and an internal committee. This approach ensures that allocation decisions are based on valuations, macro indicators, market trends, and commodity factors, while also considering non-quantifiable elements such as geopolitical developments and evolving market expectations.

Why Fund of Fund structure

The fund of funds structure offers significant advantages for investors. It reduces reliance on a single fund manager or investment style and enables quick and efficient rebalancing without tax implications. It also provides access to a broader range of opportunities within each asset class, enhancing the ability to capture performance across market cycles. By leveraging this structure, Axis Multi-Asset Active FoF can dynamically switch between performing themes and optimize allocation without burdening investors with additional tax costs, making it a more efficient and flexible solution for long-term wealth creation.

Speaking on the launch, B Gopkumar, MD & CEO, Axis AMC, said, “Axis Mutual Fund remains committed to democratizing investments through innovative solutions that empower investors to make informed decisions. In this endeavour, Axis Multi-Asset Active FoF is a one-stop solution for investors seeking diversification without the complexity of managing multiple products. By combining equity, debt, and commodities in a dynamically managed structure, we aim to help investors navigate market cycles effectively while reducing volatility and enhancing risk-adjusted returns.”

Adding further perspective, Ashish Gupta, CIO, Axis AMC, said, “Asset allocation is the cornerstone of long-term investing, but timing markets and switching between asset classes is challenging for most investors. With Axis Multi-Asset Active FoF, we bring a disciplined, model-driven approach that blends quantitative insights with active oversight. This allows us to capture opportunities across equity, debt, and commodities while managing risk effectively. Our goal is to deliver a smoother investment experience and consistent outcomes over time.”

Why invest now?

The current market environment is marked by heightened volatility and shifting global dynamics. While equity markets have delivered strong returns in the last two years, the current year has been fairly volatile; also, valuations in certain segments remain elevated. On the other hand, debt markets now are seeing stable rate regime and normalized liquidity. At the same time, geopolitical uncertainties and currency fluctuations have increased the appeal of commodities like gold and silver as safe-haven assets. In such a scenario, relying on a single asset class can expose investors to concentration risk.

A multi-asset approach offers a balanced solution—capturing upside potential from equities, stability from debt, and protection from commodities. Axis Multi-Asset Active FoF leverages a disciplined, model-driven allocation strategy to dynamically adjust exposure across these asset classes, ensuring investors are well-positioned to benefit from emerging opportunities while mitigating downside risks in an unpredictable global and domestic economic landscape.

The fund is positioned for investors with a minimum investment horizon of two years. The minimum application amount is ₹100 and in multiples of ₹1 thereafter. The fund will be managed by Mr. Devang Shah, Mr. Shreyash Devalkar, Mr. Aditya Pagaria, and Mr. Mayank Hyanki.

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18^th Nov | Bengaluru: For millions of Indians, taking the first step toward investing can feel daunting. Questions like “Where should I invest?”, “Which scheme is right for me?”, “Should I diversify or stick to one fund?” often lead to hesitation and inaction. Axis Mutual Fund is addressing this challenge with Micro-Investment, an industry-first innovation designed to make investing accessible, educational, and empowering.

Why Micro-Investment Matters | Breaking Barriers for New Investors

Investing is often perceived as complex and risky, especially for first-time investors. This fear leads to procrastination or speculative decisions. Micro-Investment changes that narrative by allowing investors to start small—just ₹100 per scheme—and learn by doing. With ₹1000, investors can diversify across 10 different schemes, track performance, and understand how markets work without the fear of losing big. This approach is like sampling multiple sachets before buying a full-size pack. By monitoring their portfolio, investors gain practical insights into risk, expected returns, and diversification, making financial literacy a hands-on experience.

“Axis Mutual Fund believes investing should be accessible and educational. With ₹100 per scheme, we’re giving every Indian the power to start their financial journey without fear. Micro-Investment is not just about small amounts—it’s about consistency, discipline, and big learning where you start small and aim to achieve big – the foundation for long-term wealth creation. With Micro-Investment, Axis Mutual Fund reinforces its position as a pioneer in simplifying and educating India’s investing community,” said B Gopkumar, MD & CEO, Axis AMC.

Axis Mutual Fund’s Micro-Investment feature is built on three pillars:

• Accessible: Start with small amounts, eliminating the fear of large losses.
• Educational: Learn by doing—understand diversification, risk, and market behaviour.
• Empowering: Build confidence gradually and scale up when ready.

In just three clicks on the Axis Mutual Fund website, investors can explore multiple schemes, diversify their portfolio, and begin learning the fundamentals of investing. This feature will be available at a monthly frequency, exclusively for SIP investments, and will apply only to eligible schemes. Axis Mutual Fund is committed to democratizing investments through innovative solutions that empower investors to make informed decisions.

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Bengaluru| Oct 03, 2024:  Axis Mutual Fund, one among the fastest growing and prominent fund houses in India, is pleased to announce the launch of its New Fund Offer – Axis Nifty500 Value 50 Index Fund. This open-ended index fund aims to replicate the performance of the Nifty500 Value 50 Total Return Index (TRI). The New Fund Offer (NFO) opens on Oct 04, 2024 and closes on Oct 18, 2024. The fund will be managed by Mr. Karthik Kumar and Mr. Hitesh Das.

Understanding Factor Investing

Factor investing is a strategic approach that seeks to capitalize on the underlying drivers of market returns. By identifying and systematically targeting specific characteristics, such as quality, value, size, momentum, and low volatility, investors can construct portfolios that are more aligned with their investment objectives. Factor Investing, has a proven track record of outperforming the market across various geographies, asset classes, and economic cycles. Through disciplined factor implementation, investors can enhance portfolio diversification, mitigate risk, and potentially achieve superior long-term returns.

Commenting on the launch, Mr. B. Gopkumar, MD & CEO of Axis AMC, said “India is still in a nascent stage when it comes to Factor investing, with the theme having gained acceptance amongst investors very recently. At Axis Mutual Fund, our objective has always been to provide investors with innovative and investor centric investment solutions. Given this belief, our latest fund, the Axis Nifty500 Value 50 Index Fund provides a convenient way for investors to participate in the true to label value strategy at relatively low cost.”

Axis Nifty500 Value 50 Index Fund

Value Investing is a subset of factor investing that target securities that are undervalued or less expensive. The factor ‘Value’ is one of the oldest and widely used factor globally.

The scheme objective is to invest in stocks comprising the Nifty500 Value 50 Index (the index) and aim to provide returns before expenses that correspond to the Nifty500 Value 50 TRI subject to tracking error. The eligible stocks in the Index are picked from the universe of Nifty 500 Index constituents that includes large, mid and small cap stocks. The top 50 stocks are selected based on the Price to Earnings (P/E), Price to Book (P/B), Price to Sales (P/S) and dividend yield metrics. The Nifty500 Value 50 Index offers ‘True to Label’ exposure to ‘Value’ factor. Historically Nifty500 Value 50 TR Index has outperformed the Nifty500 despite its decadal (2009-2019) underperformance and a large portion of Value portfolio tend include PSU stocks.

Who Should Invest?

• Long-term investors seeking exposure to the True to label value companies in India
• Experienced investors aiming to complement their portfolio with a passive investment strategy

Mr. Ashish Gupta, Chief Investment Officer of Axis AMC, added, “Despite being a relatively new category in India, Factor-based investing is a promising space and has grown from INR 300 crore to INR 30,000 crore in a matter of only 4 years. Value investing is part of factor-based investing that is designed to offer investors an opportunity to gain exposure to 50 stocks that are attractive in terms of their valuation multiples, aiming for long-term wealth creation.”

Key Attributes of the Axis Nifty500 Value 50 Index Fund:

• Diversified Exposure: The fund provides exposure to in-expensive companies in terms of their valuation multiples. The index methodology caps maximum weight of stocks at 5% and sector at 25% to maintain sufficient diversification.
• Low Cost: As a passively managed index fund, it offers lower expenses compared to actively managed funds, providing a cost-effective investment option
• Aiming Wealth Creation over Long Term: Axis Nifty500 Value 50 Index Fund aims to offer long run wealth creation for investors. Historically it has outperformed broad-market indices over long term.

Minimum Application size the scheme is kept INR 100 and multiple of Re 1 thereafter. The Index will be rebalanced on a semi-annual basis in June and December.

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Bengaluru | September 13, 2024: Axis Mutual Fund, one among the fastest growing fund houses in India, announced the launch of their New Fund Offer – AXIS CRISIL-IBX AAA NBFC INDEX – JUN 2027 Fund. It is an open-ended Target Maturity Index Fund investing in constituents of CRISIL-IBX AAA NBFC Index – Jun 2027, a moderate interest rate risk and relatively low credit risk. The new fund will track the CRISIL-IBX AAA NBFC Index – Jun 2027. The fund will be managed by Aditya Pagaria. The minimum investment amount is Rs. 5,000/- and in multiples of Rs. 1/- thereafter. The exit load is Nil.

AXIS CRISIL-IBX AAA NBFC INDEX – JUNE 2027 Fund

The investment objective of the scheme is to provide investment returns before fees and expenses that closely correspond to the total returns of the securities as represented by the CRISIL-IBX AAA NBFC Index – Jun 2027, subject to tracking errors. There is no assurance that the investment objective of the Scheme will be achieved. The scheme would be allocating 95% to 100% of its underlying assets in Fixed Income Instruments replicating CRISIL-IBX AAA NBFC Index – Jun 2027 and the remaining in Debt and Money Market instruments for liquidity purpose. (Please refer to SID for detailed Asset Allocation & Investment Strategy)

The open-ended nature of such a fund means that investors can use systematic investment and withdrawal facilities to tailor entry and exit in the fund to meet investor objectives. The fund is a passively managed scheme by providing exposure to constituents of CRISIL-IBX AAA NBFC Index – Jun 2027 and tracking its performance, before expenses. Furthermore, the Scheme will follow Buy and Hold investment strategy in which debt instruments by NBFCs will be held till maturity unless sold for meeting redemptions/rebalancing.

Top features of the fund include:

• Index YTM: 8.12% (as on 9^th Sep 2024)
• Low-Cost Passive Investment: A hassle-free solution for investors looking for a low cost fixed income product
• High quality portfolio: 100% AAA rated assets
• Reduced Bias in Security Selection: As the fund is passively managed and replicates CRISIL-IBX AAA NBFC Index – Jun 2027, there is reduced bias in security selection
• Simple and Easy: Target maturity NBFC portfolio

The above features are based on Index details as on September 9, 2024.

Commenting on the launch of the NFO, Mr. B. Gopkumar, MD & CEO, Axis AMC said, “AXIS CRISIL-IBX AAA NBFC INDEX – JUN 2027 FUND is first NBFC Sector based target maturity mutual fund scheme in India. It gives an opportunity to investors to invest in a high-quality portfolio. Target Maturity Funds can be a viable option for investors seeking some degree of predictability. The newly launched scheme will be an important add on to Axis Mutual Fund’s portfolio of passive debt offerings”

The new fund offers (NFO) open for subscription between September 13 to September 23, 2024.

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