Beruflich Dokumente
Kultur Dokumente
Name of the Mutual Fund Date of set up of Mutual Fund Name of Sponsor
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
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.
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.
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
Fixed Income Funds: Axis Liquid Fund Axis Treasury Advantage Fund Axis Short Term Fund Axis Dynamic Bond Fund
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.
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
Open-ended nature allows you to buy or sell units of the scheme at any point of time subject to applicable loads
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