Axis Mutual Fund

How to Invest in Axis Mutual Funds?

Scripbox has made mutual funds investment extremely easy, even for new investors. One can invest in mutual funds by following the steps below:

• Visit Scripbox and Begin the Investment Journey: On the homepage of the Scripbox website, click on the “Let’s get started” button. A list of investment options based on life goals is available. For investing in mutual funds, pick any of the options close to one’s financial goals. For example, the “Save smart” option is selected (highlighted above). Next, a predefined short term money plan is shown below; Then, click on “Continue” to proceed with the mutual fund investment.
• Signup and Create an Account: Upon logging in, the investment details will be available as shown below; Here Scripbox allows investors to select the payment option. One can select “Every month SIP” or “One-time” payment options depending on their cash flow. The Scripbox SIP calculator can be used to determine the potential returns from a mutual fund investment. The SIP calculator is available online for free. Click on “See Recommended Funds” to proceed for investment.
• Check the Plan and Fund Allocation: The list of mutual funds and the allocated amount for the selected plan is shown on this page. Check all the details before proceeding ahead. If the investor wishes to change the fund or amount, one can click on the option, “I want to change Funds/ Amount.” Click on the “Next” button to make payment.
• Bank Details and Money Transfer: In the last step, enter the bank account and PAN Card details. Scripbox provides a secure environment, and a bank account will be used for investing and crediting the redemption proceeds only

KYC Required to Invest in Axis Mutual Fund/ Scripbox

KYC is an acronym for “Know Your Customer.” KYC helps in identifying a client. SEBI has prescribed requirements for KYC. An investor has to be KYC compliant while investing in a SEBI registered mutual fund. A KYC form will include identity, address, financial status, occupation, and demographic information.

You can get your KYC done with Scripbox. The following KYC documents required by Resident Indians and PIO residing in India:

• Photograph
• Pan Card
• Address proof (Aadhar Card (Both Front & Back)/Driving License/Passport/Voter ID Card)
• KYC Authorisation Letter. (Please write on a while plain sheet of paper that “I authorize Scripbox to do my mutual fund KYC” & sign below it)
• Video Selfie: Record a video by facing the camera for 5 seconds.

You can upload clear colour scanned copies of your KYC documents during the registration itself. Or,
If you are an existing Scripbox user, you can message on Scripbox’s WhatsApp number +91-8884448026 or email your KYC documents to help@scripbox.com. Other users can send “Hi” on Axis Mutual Fund WhatsApp number 7506771113.

How to Download Axis Mutual Fund Investment Statement? 

The following steps will guide you to download the mutual fund investment statement using the Scripbox App: 

• Open the Scripbox App
• Go to the ‘Profile’ tab
• Select the ‘Investment History’ option
• Click on ‘Email Me’. A link to download your Scripbox Investment History will be mailed.
• Click on the link to download the statement in excel format. 

The excel statement will have the following details:

1. Orders Tab: This section will include all the details regarding the investment, including folio number, investor name, fund name, amount invested, units allocated, NAV, STT and purpose.
2. Current Holding Tab: This section includes information on how many funds the investor currently invested in. It includes details of the fund name, number of units, current value of the investment, folio number and purpose.

Axis Mutual Fund Manager List

Fund Manager	Type Of Fund	Number of Schemes
Jinesh Gopani	Equity	9
Shreyash Devalkar	Equity	3
Anupam Tiwari	Equity	3
Ashish Naik	Equity	8
Viresh Joshi	Equity	2
Hitesh Das	Equity	9
Deepak Agarwal	Equity	1
Mr. R Sivakumar	Debt	13
Mr. Devang Shah	Debt	13
Mr. Aditya Pagaria	Debt	7
Dhaval Patel	Debt	2

Explore : Top Mutual Fund Managers

Mr. Jinesh Gopani

Mr. Gopani has over 16 years’ experience in Capital Markets, of which eight years are in equity fund management. He is an MMS finance graduate from Mumbai University. He is the Fund Manager of Equities at AMF since 2011. Before joining Axis Mutual Fund, he held positions at Aditya Birla Sun Life Asset Management Company and Voyager India Capital Private Limited. Also, Mr Gopani currently manages Axis Long Term Equity Fund, Axis Growth Opportunities Fund, Axis ESG Equity Fund, and Axis Focused 25 Fund.

Mr. Shreyash Devalkar

Mr. Devalkar has over 16 years of experience in capital markets. Mr. Shreyash holds a Chemical Engineering Degree from UDCT Mumbai and a Masters in Management Studies degree from Jamnalal Bajaj Institute of Management Studies. Since 2016 he has been serving as the Senior Fund Manager. Before joining AMF, he was associated with IDFC Securities, IDFC AMC, and BNP Paribas AMC. Also, he currently manages Axis Bluechip Fund, Axis Mid Cap Fund, and Axis Multicap Fund.

Mr. Anupam Tiwari

Mr. Tiwari is a Chartered Accountant with over 13 years of experience in capital markets. He has been the Fund Manager of Equity at AMF since 2016. Before his affiliation with Axis, he was with Principal BNP Asset Management Co. Ltd, Reliance Life Insurance Ltd., and Reliance Capital Asset Management Co. Ltd. Also, he currently manages the Axis Small Cap Fund, Axis Equity Saver Fund, and Axis Dynamic Equity Fund.

Mr. Ashish Naik

Mr. Naik Joined Axis Mutual Fund in 2009 as a research analyst, he is currently the Fund Manager. He has over 11 years of experience, of which eight years as an equity analyst. He also holds a B.E degree from Mumbai University and a PGDM from XLRI Jamshedpur. Mr. Naik is also a certified CFA charter holder and a certified Financial Risk Manager (FRM). Also, he currently manages Axis Regular Saver Fund, Axis Equity Hybrid Fund, Axis Children’s Gift Fund – Compulsory Lock-In, Axis Triple Advantage Fund, and Axis NIFTY ETF.

Mr. Viresh Joshi

Mr. Joshi joined AMF in 2009, he is currently the head trader for equity funds and also a fund manager. He has been an active participant at FIX and TradeTech on Dealing & Trading events, representing domestic buy-side investors across equity, equity derivatives, and ETFs. Also, Mr Joshi has over 20 years’ experience in the capital markets. Moreover, he is an MBA graduate in Finance. Before AMF, he was associated with BNP Paribas Securities and ICICI Securities. Also, he currently manages the Axis Arbitrage Fund.

Mr Hitesh Das

Mr Das has over nine years of experience in financial markets. He also holds a Bachelors and Master’s degree in technology and a Diploma in Management from IIM Lucknow. He joined Axis Mutual Fund in 2015, prior to working with Axis, he worked with Barclays and Credit Suisse Securities India. Moreover, as a Research Analyst at Axis Mutual Fund, he covered Capital Goods, Engineering & Construction, Information Technology sectors.

Mr Deepak Agarwal

Mr Deepak Agarwal is a Research Analyst at Axis Mutual Fund. He has over 15 years of experience in the financial markets. Also, he is a Chartered Account and has done his B.Com. Prior to working with Axis Mutual Fund, he was with Vmax Financial Services, BRICS Securities Ltd. and Indiabulls Securities Ltd.

Mr. R Sivakumar

Mr. Sivakumar has over 19 years of experience in the Indian asset management industry across asset classes. Moreover, he holds a B.Tech degree from IIT Madras and PGDM from IIM Ahmedabad. Prior to his position at Axis, he worked with Sundaram Asset Management and Zurich India. Since 2009, he is the Head of Fixed Income at Axis Mutual Fund in India. Also, he currently manages Axis All Seasons Debt Fund of Funds, Axis Dynamic Bond Fund, Axis Dynamic Equity Fund, Axis Equity Hybrid Fund, Axis Equity Saver Fund, Axis Children’s Gift Fund – Compulsory Lock-In and Axis Triple Advantage Fund.

Mr. Devang Shah

Mr. Shah has over 14 years of experience, five years with Axis AMC. Moreover, is a Chartered Accountant and holds a commerce degree. His previous experience includes PricewaterhouseCoopers, Deutsche AMC & also ICICI Prudential AMC. Moreover, he currently manages Axis Liquid Fund, Axis Gilt Fund, Axis Corporate Debt Fund, Axis Dynamic Bond Fund, Axis Strategic Bond Fund, Axis Credit Risk Fund, Axis Money Market Fund, Axis Short Term Fund, Axis Treasury Advantage Fund, Axis Arbitrage Fund, and Axis Regular Saver Fund.

Mr. Aditya Pagaria

Mr. Pagaria holds a PGDM in Finance from ITM Business School, Kharagpur. He has over 11 years of experience. Before joining Axis, he was working with ICICI Prudential AMC. Also, he currently manages Axis Banking & PSU Debt Fund, Axis Liquid Fund, Axis Money Market Fund, Axis Overnight Fund, Axis Treasury Advantage Fund, and Axis Ultra Short Term Fund.

Mr. Dhaval Patel

Mr. Patel has over 15 years of experience. Moreover, he holds an MBA degree in Finance and a B.E degree in Electronics and Communications. His previous experience was with Credit Analysis and Research Limited. Also, he currently manages the Axis Strategic Bond Fund.

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