Axis Bank SIP Plans

What is the Axis Bank SIP Plan?

Axis Bank SIP (Systematic Investment Plan) is a method of investing in market-linked funds where you regularly invest a fixed amount of money at predefined intervals. This allows you to invest systematically over time, regardless of market fluctuations. 

With Axis Bank SIP investment, you can set up automatic deductions from your bank account and invest in various market-linked funds offered by Axis Mutual Fund House. This helps in disciplined investing and allows you to benefit from the power of compounding over the long term. 

Axis Bank SIP Calculator Online

The Axis Bank SIP Calculator is an online tool that helps you estimate the potential returns on your SIP investments. This SIP return calculator makes it easier to plan and manage your investments by providing a clear estimate of how much wealth you could build over time. The projections in an SIP Calculator are based on factors like your monthly SIP contributions, the expected rate of return, and the duration of your investment.

I know my investment amount I know my goal amount

Monthly SIP Yearly SIP Lumpsum

I want to invest Pro Tip

Financial experts suggest that a person should invest 10-15% of their monthly income for long-term financial growth

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I want to invest for Pro Tip

Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively

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Expected return Pro Tip

Top 25% of investors consistently generate more than 12% return

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Total Wealth ₹22.4 L

View Plans

I want to save

I want to invest for Pro Tip

Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively

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Expected return Pro Tip

Top 25% of investors consistently generate more than 12% return

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Monthly Investment ₹22.4 L

View Plans

Top Funds with High Returns (Past 7 Years)

20.47%

High Growth Fund

20.43%

Whole Life Mid Cap Equity Fund

16.96%

Accelerator Mid-Cap Fund II

16.86%

Opportunities Fund

Top Axis Bank SIP Plans in 2024

Axis Bank offers a wide range of SIP Plans to invest in different categories of market-linked funds according to your own choice and suitability. 

Let us take a look at some of the best SIP Plans offered by Axis Mutual Fund: 

* RSI: Returns Since Inception *Returns updated as of September 2024.

Details of Best Axis Bank SIP Plans

1. Axis Small Cap Fund

   Axis Small Cap Fund is a small-cap mutual fund scheme offered by Axis Mutual Fund. It invests in companies with a market capitalization of Rs. 500 crores or less.

   Features of SIP in Axis Small Cap Fund:

   • Investment Objective: To generate long-term capital appreciation by investing in a diversified portfolio of small-cap stocks.

   • Launch Date: September 04, 2009

   • Benchmark Index: NIFTY Smallcap 250  

2. Axis Growth Opportunities Fund

   The Axis Growth Opportunities Fund is a large and mid-cap mutual fund scheme offered by Axis Mutual Fund. It invests in a portfolio of both large-cap and mid-cap stocks, with the aim of providing capital appreciation over the long term.

   Features of SIP in Axis Growth Opportunities Fund:

   • Investment Objective: To generate long-term capital appreciation by investing in a diversified portfolio of small-cap stocks.

   • Launch Date: September 04, 2009

   • Benchmark Index: NIFTY Large Midcap 250  

3. Axis Credit Risk Fund

   Axis Credit Risk Fund is a debt mutual fund scheme offered by Axis Mutual Fund. It is an open-ended debt scheme that predominantly invests in AA and below rated corporate bonds (excluding AA+ rated corporate bonds). This means the fund invests in companies that are considered to be of moderate to high credit risk.

   Features of SIP in Axis Credit Risk Fund:

   • Investment Objective: To generate long-term capital appreciation by investing in a diversified portfolio of small-cap stocks.

   • Launch Date: September 04, 2009

   • Benchmark Index: NIFTY Credit Risk Bond 

4. Axis Balanced Advantage Fund

   Axis Balanced Advantage Fund is a dynamic asset allocation fund offered by Axis Mutual Fund. It is an open-ended fund that invests in a mix of equity and debt instruments. The asset allocation of the fund is not fixed and is dynamically changed by the fund manager based on the prevailing market conditions.

   Features of SIP in Axis Balanced Advantage Fund:

   • Investment Objective: To generate long-term capital appreciation by investing in a diversified portfolio of small-cap stocks.

   • Launch Date: January 01, 1991

   • Benchmark Index: NIFTY 50 Hybrid Composite Debt 50:50 Index 

5. Axis Equity Hybrid Fund

   Axis Equity Hybrid Fund is an aggressive hybrid mutual fund scheme offered by Axis Mutual Fund. It invests predominantly in equity and equity-related instruments, along with a small allocation to debt instruments.

   Features of SIP in Axis Equity Hybrid Fund:

   • Investment Objective: To generate long-term capital appreciation by investing in a diversified portfolio of small-cap stocks.

   • Launch Date: September 04, 2009

   • Benchmark Index: CRISIL Hybrid 35 + 65 Aggressive Index 

6. Axis Retirement Savings Fund Dynamic Plan

   Axis Retirement Savings Fund Dynamic Plan is a solution-oriented mutual fund scheme launched by Axis Mutual Fund. It is designed to cater to the long-term retirement needs of investors. The fund invests in a mix of equity and debt instruments, with the asset allocation dynamically adjusted based on the investor's age and risk profile.

   Features of SIP in Axis Retirement Savings Fund Dynamic Plan:

   • Investment Objective: To grow your money by investing in stocks and related assets for potential gains, as well as by investing in bonds and money market securities for regular income. The fund keeps an eye on market risks and adjusts investments accordingly to help protect your money.

   • Launch Date: September 04, 2009

   • Benchmark Index: NIFTY 100 ESG Index 

7. Axis Nifty 100 Index Fund

   The Axis Nifty 100 Index Fund is an index fund offered by Axis Mutual Fund that tracks the Nifty 100 Index. The Nifty 100 Index is a benchmark index that represents the performance of the 100 largest companies listed on the National Stock Exchange of India.

   Features of SIP in Axis Nifty 100 Index Fund:

   • Investment Objective: To mirror the performance of the NIFTY 100 index, net of expenses incurred by the fund. This means the fund aims to deliver returns that are close to the returns generated by the NIFTY 100 index.

   • Launch Date: Sept 04, 2009

   • Benchmark Index: NIFTY 100  

8. Axis Global Equity Alpha FoF

   Axis Global Equity Alpha FoF is an international fund of funds (FoF) scheme offered by Axis Mutual Fund. It invests in another fund, specifically the Schroders International Selection Fund Global Equity Alpha, which focuses on investing in global equities with the potential to generate alpha (returns above the benchmark).

   Features of SIP in Axis Global Equity Alpha FoF:

   • Investment Objective: To provide long-term capital appreciation by primarily investing in Schroder International Selection Fund Global Equity Alpha, an equity fund that focuses on capital growth through investments in stocks and equity-related securities of companies worldwide.

   • Launch Date: Sept 04, 2009

   • Benchmark Index: MSCI World Return Index 

Benefits of Investing in Axis Bank SIP Plans

Axis Bank offers the best SIP plans with the following benefits:

• Disciplined Investing: SIPs encourage regular and disciplined investing, helping you avoid emotional decisions driven by market volatility.

• Rupee Cost Averaging: By investing a fixed amount regularly, you can buy more units when prices are low and fewer units when prices are high. This results in a lower average cost per unit over time.

• Flexibility: You can choose the frequency of their SIP contributions (monthly, quarterly, etc.), as well as the amount you want to invest.

• Diversification: Axis Bank offers a variety of mutual funds covering different asset classes and investment strategies, allowing you to diversify your portfolios effectively.

• SIP Calculator: You can estimate the potential returns on your SIP investment over a period of time with the help of a sip calculator, which helps you make informed decisions.

• Professional Management: The mutual funds offered through Axis Bank SIP plans are managed by experienced fund managers who make investment decisions based on thorough research and analysis.

In Summary

The Axis Bank SIP Plan offers a convenient and systematic approach to investing, allowing you to grow your wealth steadily over time. With its user-friendly interface and diverse investment options, it empowers you to achieve your financial goals with ease and efficiency.