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20190213006-Corporate-Booklet LR.Pdf Mutual funds investments are perceived to be risky while offering growth potential. While our country is all about rising aspirations at the same time, we Indians are risk averse too. We Are At Axis Mutual Fund, we understand the risks that Not Just are inherent to the category while aiming to fulfil the investors' investment objective. Money Managers, We believe that the investors hard-earned money needs to be handled responsibly with care and concern. But Also Therefore, with a comprehensive risk management Risk philosophy and processes in place, what seems risky actually isn’t that risky. Managers. Axis Mutual Fund, The Responsible Mutual Fund invites you to be a part of this wealth creation journey. 4 8,167,014.38 51 December 31, 2018 December 31, 2018 5 221,694.74 1,607,810.82 1,697,329.05 3,901.84 4,789.43 670.30 2,388,222.97 2,234,752.34 7,842.88 8,167,014.38 Lakhs Income Equity other than ELSS Equity ELSS Liquid Balanced Gilt Gold ETF Other ETF’s Fund of funds scheme (domestic) Average Asset Under Management (AUM) report for the quarter ended December 31, 2018 Asset class-wise disclosure of Average AUM (` Cr) 6 WIDE PRESENCE IN OVER 90 CITIES 54.02% 13.95% 8.56% 8.60% 14.87% Percentage of Total AUM as on the last day of the Quarter (as on December 31, 2018) REACHING OUT TO MORE THAN 27 LAKH INVESTOR ACCOUNTS 3,416,688 166,075 10,154 2,286 (No. of folios as on December 31, 2018) 7 GENERAL INSURANCE OTHERS CORP & OTHERS 10.91% FOREIGN 2.84% INSTITUTIONAL INVESTORS 48.18% LIFE INSURANCE CORPORATION 13.07% INDIAN INSTITUTIONS 3,882* 11.64% 12,660 9.23% SUUTI 4.13% GDR’S 6,92,686 Cr 4,47,079 Cr 701 Cr Data as on June 30, 2018 1,42,071 Cr as on July 27, 2018. 8 9 10 BOARD OF DIRECTORS - AXIS ASSET MANAGEMENT INDEPENDENT DIRECTORS T. S. Narayanasami U. R. Bhat Ashok Sinha Shailendra Bhandari • Ex MD & CEO of United Stock • Director of Dalton Capital • An IIT & IIM graduate with 30 • Ex-MD and CEO of ING Vyasa Bank Ltd, Exchange Advisors (India) years of experience in Petroleum ICICI Prudential AMC and Centurion Bank • Erstwhile Chairman & MD of • Fellow of the Chartered Institute Industry of Punjab and was also Heading Private Bank of India, of Bankers, London Awarded India Chief Financial Equity arm of Tata Capital Ltd. Indian Overseas Bank and Officer in 2001 • He has 3 decades of rich experience in Andhra Bank financial services ASSOCIATE DIRECTORS Amitabh Chaudhry Lieven Michael O Debruyne R. K. Bammi Chandresh Kumar Nigam • MD & CEO of Axis Bank • Director on the Board of Axis AMC • Erstwhile Executive Director (Retail • MD & CEO of Axis Asset • Over three decades of • Chief Executive Officer for Asia Pacic for Banking) of Axis Bank Management Company experience across the Schroders Investment Management Certied Associate from the Indian Over 25 years of experience spectrum of financial services Member of Group Management Committee Institute of Bankers in equity fund management Appointment of Mr. Amitabh Chaudhry as a Director on the Board of Axis AMC (w.e.f. January 29, 2019). Associate and Independent Directors are as defined under the SEBI (Mutual Funds) Regulations. 11 Radhakrishnan Nair Erstwhile whole time member of SEBI A Practicing Charteredtered Accountant by Currently a partner at Desai Desai • Erstwhile Member (Finance & Ex MD of Bharatiya Reserve Bank Note Pvt. Profession Carrimjeerimjee & Mulla, Advocates & Solicitors Investments) of IRDA and Ex- Ltd. (a wholly owned subsidiary of Reserve Currently, a Senior Partner of the Previously partner at Kanga & Company, Executive Director of SEBI Bank of India) well-known firm M/s. M. P. Chitale & Co. Advocates & Solicitors Chief Operating Officer, Asia Pacific for Schroder Investment Management Erstwhile President and Chief Risk Officer of Axis Bank Limited (Australia) Ltd. Extensive experience in Treasury and Risk functions in Banking Industry Over two decades of experience across financial services in Australia, Hong Kong & Singapore 12 14 16 17 18 19 20 Horizon: 0-3 months Horizon: 6 months+ Axis Arbitrage Fund Horizon: 1 year+ INCOME GENERATION AND POTENTIAL Horizon: 3 years+ CAPITAL APPRECIATION Horizon: 5 years+ Axis Children’s Gift Fund Axis Small Cap Fund 21 Axis Bluechip fund Diversified portfolio predominately consisting of equity and equity related securities of large cap companies. Axis Long Term Equity Fund* Long term focus with investments in quality businesses across market cap. Axis Growth Opportunities Fund Diversified portfolio of domestic large and midcaps with an added flavour of global exposure. Axis Multicap Fund An open-ended Equity Scheme investing across large cap, mid cap, small cap stocks. Axis Focused 25 Fund Invest in a concentrated portfolio of equity & equity related instruments of upto 25 companies. Axis Midcap Fund Investment mainly in Midcap companies. Axis Smallcap Fund Invests in Small Cap Companies Axis Liquid Fund Suitable to park your spare cash. Axis Ultra Short Term Fund Aims to generate regular income and capital appreciation by investing in a portfolio of short term debt and money market instruments with relatively lower interest rate risk such that macaulay duration of the portfolio is between 3 months and 6 months. Axis Treasury Advantage Fund Suitable to invest your surplus cash for very short term. Axis Short Term Fund Seeks to provide stable risk adjusted returns with modified duration between 3 months to 3 years (under normal circumstances)^. Axis Banking & PSU Debt Fund Aims to generate stable returns by mainly investing in debt and money market instruments issued by banks, PFI’s and PSU’s. Axis Corporate Debt Fund Open ended income scheme primarily investing in corporate debt securities aiming to look for opportunities from credit spreads while managing risk. Axis Credit Risk Fund Aims to generate stable returns by investing in debt & money market instruments across they yield curve & credit spectrum. Axis Strategic Bond Fund Open ended income scheme primarily investing in debt instruments of 3-5 years maturity aiming to capture higher yields/spread compression. Axis Dynamic Bond Fund All-weather income fund with absolute return focus which invests in the best ideas at any point of time. Axis Gilt Fund Invests in government securities which are highly liquid and aims to generate returns through interest rate risks. Axis Regular Saver Fund Dual Objectives of generating income and capital gains while attempting to manage risks. Axis Triple Advantage Fund Diversification across 3 asset classes that have low correlation. Axis Equity Saver Fund Asset allocation across multiple asset classes in order to seek reasonable returns while bringing down risk. Axis Equity Hybrid Fund Aims to generate long term capital appreciation along with current income by investing in a mix of Equity and Equity related instruments, debt instruments and money market instruments. Axis Children’s Gift Fund Focuses on long term investment and endeavors to help in savings for Children’s needs as they grow up. Axis Dynamic Equity Fund Open-Ended Equity Scheme that uses a systematic rules based model to dynamically adjust its equity allocation. Axis Arbitrage Fund A fund that leverages the price differential in the cash and derivatives market to generate returns. Typically carries low portfolio risk and enjoys equity taxation benefits. Axis Gold Fund Easy and hassle free way to invest in Gold. Axis Nifty ETF An exchange traded fund that tracks Nifty 50 Index aiming to provide returns that closely correspond to the underlying index return Axis Gold ETF An exchange traded fund that tracks Domestic Prices of Gold aiming to provide returns that closely correspond to the underlying Gold index 22 TRANSACT AND TRACK YOUR INVESTMENTS ON THE GO! An app for your android smart phone. Portfolio view of holdings. Buy, sell and switch units (subject to cut-of-timing). Request A/c statement, capital gains statement and view last 5 transactions. Can be customized for advisors with ARN code. TRANSACT THROUGH S SIMPLE PHONE CALL! Buy or sell at anytime in a week (subject to cut-of-timing). Monday to Friday (8.00 am to 8.00 pm) Saturday & Sunday (9.00 am to 6.00 pm) No additional fees or charges. Secure transaction. TRANSACT BY SENDING AN SMS! Get NAV, Folio balance, purchase, switch and redemption from your registered mobile number. Available on all phone models-GPRS or otherwise. Secure transaction. 24 INVEST ONLINE IN MINUTES Individual Investors Invest online through internet banking No prior registration required Complete your investment in minutes Track your investments instantly Non-Individual Investors www.axismf.com Purchase, redeem or switch online View transaction and download account statement No form to be filled for additional transactions Multiple funds transfer option available: Online bank transfer using online banking RTGS/NEFT transfer Direct credit through a transfer letter AXIS MF IFA CONNECT – AN APP THAT GOES BEYOND TRANSACTIONS Initiate purchase, redemption, switch and systematic plan transactions Access a detailed dashboard from business and client point of view https://ifaconnect.axismf.com/#/home The empanelment process can be done online in just 3 steps Client receives approval link on SMS and Email Transaction updates appear real time seamlessly in one place Available on desktop & android app 25 Chandresh Kumar Nigam, MD & CEO • Over 25 years of experience in equity fund management • Previous experience includes TCG Advisory, ICICI Prudential AMC & Zurich India AMC • A Mechanical Engineer from IIT Delhi and PGDM from IIM Calcutta Gopal Menon, COO & CFO • B. Com, A.C.A., LL.B. (Honours) • Over 18 years of experience in Compliance, Secretarial and Legal • Previous experience includes Universal Trustees Pvt. Ltd, Sanlam Investments & Advisors, IDFC AMC, Standard Charted AMC, HSBC AMC & Zurich AMC Manesh Thakur, Head - Retail Sales • B.E.
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