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Company profile

Axis Asset Management Company Company Overview


Axis Asset management Company Limited is a privately owned investment manager. The firm manages mutual funds for its clients. It invests in the public equity and fixed income market of india. The firm also invest in gold for some of its funds. It is based in Mumbai, India. Axis Asset Management Company Limited operates as a subsidiary of Axis Bank Limited.

Name of the Mutual Fund Date of set up of Mutual Fund Name of Sponsor

Axis Mutual Fund September 4, 2009 Axis Bank Limited

Name of the Asset Management Axis Asset Management Company Limited Company Date of Incorporation of AMC Website Registrar and Transfer Agent Assets under management January 13, 2009 www.axismf.com Karvy computershare Pvt. Ltd. 8,815 (Rs.Cr)

Board of Directors
Axis Mutual Fund Trustee Limited: Dr T C Nair, Chairman, Independent Director Mr. B Gopalakrishnan, Associate Director Mr. Kedar Desai, Independent Director Mr. Uday M Chitale, Independent Director

Axis Asset Management Company Limited: Mr. Rajiv Anand, MD & CEO of Axis AMC, Associate Director Mr. R. K. Bammi, Associate Director Ms. Shikha Sharma, Chairperson, Associate Director Mr. T S Narayanasami, Independent Director Mr. Pranesh Misra, Independent Director Mr. U R Bhat, Independent Director

OUR KEY BUSINESS PEOPLE


Mr. Chandresh Nigam, Head Investments Karan Datta, National Sales Head Mr. Pankaj Murarka, Senior Fund Manager Equity R. Sivakumar, Head Fixed Income & Products Praveen Bhatt, Head Operations Miten Chawda, Head Compliance & Company Secretary Jinesh Gopani, Fund Manager Equity Sudhanshu Asthana, Fund Manager Equity Ashish Naik, Analyst Equity Viresh Joshi, Chief Trader Equity Ninad Deshpande, Fund Manager Fixed Income Anurag Mittal, Credit Analyst Fixed Income

SPONSOR OF AXIS AMC


Axis Bank Limited: Axis Bank was the first of the new private banks to have begun operations in 1994, after the Government of India allowed new private banks to be established. The Bank was promoted jointly by the Administrator of the specified undertaking of the Unit Trust of India (UTI - I), Life Insurance Corporation of India (LIC) and General Insurance Corporation of India (GIC) and other four PSU insurance companies, i.e. National Insurance Company Ltd., The New India Assurance Company Ltd., The Oriental Insurance Company Ltd. and United India Insurance Company Ltd. The Bank as on 31st March, 2011 is capitalized to the extent of ` 410.54 crores with the public holding (other than promoters and GDRs) at 53.60%. The Bank's Registered Office is at Ahmedabad and its Central Office is located at Mumbai. The Bank has a very wide network of more than 1281 branches (including 169 Service Branches/CPCs as on 31st March, 2011). The Bank has a network of over 6270 ATMs (as on 31st March, 2011) providing 24 hrs a day banking convenience to its customers. This is one of the largest ATM networks in the country. The Bank has strengths in both retail and corporate banking and is committed to adopting the best industry practices internationally in order to achieve excellence.

VISION
To be the preffered financial solutions provider excelling in customer delivery through insight, empowered employees and smart use of technology.

CORE VALUE
Customer Centricity Ethics Transparency

Teamwork Ownership

BUSINESS PHILOSOPHY

Our business will be built on three pillars. These are: Outside-in View

Investor at the heart of every single decision. Communicate in his language, not in ours.

Enduring Wealth Creation


Play a serious and credible role in investor's money basket. Encourage investors to build a long-term perspective of the mutual fund category.

Long-term Relationships

Leverage the equity of the 'Axis' brand Aim at building relationships rather than being transactional.

SWOT Analaysis of Axis AMC


STRENGTHS: Professional investment management Mutual funds hire full-time, high-level investment professionals. Funds can afford to do so as they manage large pools of money. The managers have real-time access to crucial market information and are able to execute trades on the largest and most cost-effective scale. Diversification Mutual funds invest in a broad range of securities. This limits investment risk by reducing the effect of a possible decline in the value of any one security.. Low Cost A mutual fund let's you participate in a diversified portfolio for as little as Rs.5,000/-, and sometimes less. And with a no-load fund, you pay little or no sales charges to own them. Convenience and Flexibility You own just one security rather than many, yet enjoy the benefits of a diversified portfolio and a wide range of services. Personal Service One call puts you in touch with a specialist who can provide you with information you can use to make your own investment choices. Liquidity In open-ended schemes, you can get your money back promptly at net asset value related prices from the mutual fund itself. Transparency You get regular information on the value of your investment in addition to disclosure on the specific investments

WEAKNESS Risk is defined as short-term price variability. But on a long-term basis, risk is the possibility that your accumulated real capital will be insufficient to meet your financial goals. And if you want to reach your financial goals, you must start with an honest appraisal of your own personal comfort zone with regard to risk. Individual tolerance for risk varies, creating a distinct "investment personality" for each investor. Some investors can accept short-term volatility with ease, others with near panic. So whether you consider your investment temperament to be conservative, moderate or aggressive, you need to focus on how comfortable or uncomfortable you will be as the value of your investment moves up or down.

OPPORTUNITIES As per the BLOOM BERG survey India's total disposable income will increase to 40% by 2015,along with total income of an average Indian family will be 450000. As people are getting aware of the fact of investment and want to invest more with specialized assistant mutual funds have a great opportunities. As the risk is diversified and funds are available as per the different objective people can invest as per their requirement. Maximum money is invested in equity market and as the GDP is growing studily this is a great opportunity for the companies to go ahead and invest more in to the market.

THREATS A new competitor in your home market Price wars with competitors Competitor has new innovative product or service Taxation

Schemes of Axis Mutual Fund


Equity Funds: Axis Equity Fund Axis Long Term Equity Fund Axis Midcap Fund Axis Focused 25 Fund

Fixed Income Funds: Axis Liquid Fund Axis Treasury Advantage Fund Axis Short Term Fund Axis Dynamic Bond Fund

Hybrid Funds: Axis Triple Advantage Fund Axis Income Saver

Gold Funds: Axis Gold Fund Axis Gold ETF

Axis Equity Fund: An Open-ended Growth Scheme To achieve long term capital appreciation by investing in a diversified portfolio predominantly consisting of equity and equity related securities including derivatives. However, there can be no assurance that the investment objective of the scheme will be achieved. Key Features

A diversified equity fund that invests primarily in the Indian equity markets Provides the opportunity to capitalize on India's high paced growth Supported by a strong investment management team at Axis Mutual Fund Suitable for an investment horizon of 5 years or more With no entry load EasyCall facility available

Axis Long Term Equity Fund: An Open-ended Equity-Linked Saving Scheme with a 3 year lock in. To generate income and long term capital appreciation from a diversified portfolio of predominantly equity and equity related securities. Key Features

A diversified equity fund that invests in the Indian equity markets Provides the opportunity to capitalize on Indias high paced growth Also provides tax benefits under section 80C of the Income Tax Act, 1961

Lock-in period of only 3 years is the lowest amongst all section 80C options available today

Suitable for an investment horizon of 5 years or more With no entry load Flexibility to invest across market caps in high growth stocks EasyCall facility available

Axis Midcap Fund: An Open-ended Equity Scheme To achieve long term capital appreciation by investing predominantly in equity and equity related instruments of mid size companies. The focus of the fund would be to invest in relatively larger companies within this category. Key Featurs

An equity fund that invests primarily in mid sized companies to capitalise on their fast paced growth

Amongst the mid sized companies, it has a preference for the larger ones that carry relatively lower risk

It is suitable for an investment horizon of 5 yrs or more It is suitable when you want to plan for a bigger home, better holidays, bigger cars, etc.

Axis Focused 25 Fund: An Open-ended Equity Scheme Axis Focused 25 Fund - a fund that attempts to unearth and invests exclusively in just these quality companies. The reassurance of quality companies who have not just weathered storms over time but prospered and bloomed even in adverse times. Key Features

Suitable for an investment horizon of 5 years or more Focus in the best ideas at any point of time

Nurtures companies over their business cycle without being affected by short term market volatility

Professional fund management with established track record With no entry load

Axis Liquid Fund: An open-ended Liquid Scheme To provide a high level of liquidity with reasonable returns commensurating with low risk through a portfolio of money market and debt securities. Key Features

An extremely low risk fund suitable for an investment horizon of 1 day 90 days Returns are calculated for the number of days you remain invested No entry or exit loads High liquidity - Under normal circumstances, we will endeavour to ensure that an investor gets his money back one day after putting in a valid redemption request

Axis Treasury Advantage Fund: An open-ended Debt scheme To provide optimal returns and liquidity to the investors by investing primarily in a mix of money market and short term debt instruments which results in a portfolio having marginaly higher maturity as compared to a liquid fund at the same time maintaining a balance between safety and liquidity. Key Features

A low risk fund suitable for an investment horizon of 1 day to 90 days Returns are calculated for the number of days you remain invested No entry or exit loads High liquidity - Under normal circumstances, we will endeavour to ensure that an investor gets his money back one day after putting in a valid redemption request

Tax efficient as dividends are tax-free in your hands (post deduction of 14.1625% dividend distribution tax for individual investors - inclusive of cess and surcharge)

Axis Short Term Fund: An Open-ended Debt Scheme To Generate stable returns with a low risk strategy while maintaining liquidity through a portfolio comprising of debt and money market instruments. Key Features

A low risk fund suitable for an investment horizon of 6 months or more Aims to provide stable returns by investing in debt and money market instruments Returns are calculated for the number of days you remain invested EasyCall facility available High liquidity - Under normal circumstances, we will endeavour to ensure that an investor gets his money back one day after putting in a valid redemption request

Tax efficient as dividends are tax-free in your hands (post deduction of 14.1625% dividend distribution tax for individual investors - inclusive of cess and surcharge)

Axis Dynamic Bond Fund: An Open-ended Debt Scheme To generate optimal returns while maintaining liquidity through active management of a portfolio of debt and money market instruments. Key Features

A low risk fund suitable for an investment horizon of 1 year or more Dynamic asset allocation policy across fixed income assets Seeks to exploit market opportunities & manage risk Able to invest across all segments of fixed income Flexibility to invest only in high conviction ideas

Does not track benchmarks, i.e. can be invested in money market during rising rate environment

Axis Triple Advantage Fund: An Open-ended Hybrid Fund To generate long term capital appreciation by investing in adiversified portfolio of equity and equity related instruments, fixed income instruments and gold exchange traded funds. Key Features

Suitable for an investment horizon of 3 years or more Provides diversification across three asset classes viz. equity, fixed income and gold thereby leading to reduction in risk

Returns potential not compromised even with reduced risk levels Returns more stable than pure equity or gold investments over the long term Offers convenience. Now one single application is sufficient for investment in three asset classes.

20 - 30% of investment in gold. Gold is a good hedge against financial crises.

Axis Income Saver: An Open-ended Income Fund To generate regular income through investments in debt and money market instruments, along with capital appreciation through limited exposure to equity and equity related instruments. It also aims to manage risk through active asset allocation. Key Features

A low to medium risk fund suitable for an investment horizon of 2 4 years Brings stability to your portfolio by investing primarily in fixed income instruments Offers the potential for capital growth through limited exposure to equity instruments

Adopts a quantitative asset allocation strategy for risk management

Open-ended nature allows you to buy or sell units of the scheme at any point of time subject to applicable loads

Scheme managed by an experienced team of fund managers

Axis Gold Fund: Key Features


Systematically invest in gold each month through SIPs Buy gold in amounts as small as Rs 1000 without having to worry about purity No demat account required Buy/sell units of Axis Gold Fund on any business day at NAV based prices No storage charges , no making charges, no safe-keeping worries

Axis Gold ETF: Axis Gold ETF offers a simple way of investing in gold. It is a mutual fund scheme that lets you buy gold without the necessity of taking physical delivery or of the associated risks of physical storage or of impurities. Key Features

Protects against inflation Allows you to take advantage of Gold as an investment opportunity Investors bear no risk of storage and safekeeping of gold Get 99.5% purity at prevailing market prices without premium charges

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