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Investment Knowledge Bank

This section contains all the investments related product reports that we create. These reports are in the form of peer group historical performance updates (Weekly MF Digest), product specific information (Factsheets) or the overall market commentary (Investment Perspectives, Fixed Income Commentary) and updates on key events (Monetary Policy Update, Union Budget). These reports help facilitate an informed investment decision making process for you. The product reports are useful tools for developing an understanding of the performance of each investment product in comparison to its peer set. Additionally, knowledge of key market events and understanding the impact of such events on the performance of various product categories, along with overall market outlook, aid in making an informed investment choice.

The weekly Mutual Funds digest contains scheme related information for all the schemes in the universe. The schemes are classified as per SEBI categories, and for each scheme and respective broader indices, information like scheme corpus, latest NAV, asset allocation, performance over various time periods, benchmark, exit load, expense ratio, ranks based on point-to-point performance and such other information is available.

Weekly MF Universe as on 10th July 2019

This is a fortnightly report that provides fixed income market updates. It also provides the movement of spreads among government securities and corporate bonds. Additionally, it contains economic news and events that may likely impact the fixed income segment.

Fixed Income Update - 10th July 2019


Large Cap
Aditya BSL Frontline Equity Fund
Axis Bluechip Fund
ICICI Pru Bluechip Fund
Reliance Large Cap Fund
SBI Bluechip Fund
UTI Mastershare Unit Fund
Aditya BSL Equity Fund
Axis Multicap Fund
Franklin India Equity Fund
Kotak Standard Multicap Fund
SBI Magnum Multicap Fund
Tata Multicap Fund
UTI Equity Fund
Large & Mid Cap
Aditya BSL Equity Advantage Fund
Axis Growth Opportunities Fund
DSP Equity Opp Fund
IDFC Core Equity Fund
L&T India Large and Midcap Fund
Mid Cap
Axis Midcap Fund
DSP Midcap Fund
Franklin India Prima Fund
Kotak Emerging Equity Fund
L&T Midcap Fund
Small Cap
Axis Small Cap Fund
Franklin India Smaller Companies Fund
HDFC Small Cap Fund
L&T Emerging Businesses Fund
SBI Small Cap Fund
Aditya BSL Focused Fund
Axis Focused 25 Fund
DSP Focus Fund
Franklin India Focused Equity Fund
L&T Focused Equity Fund
HDFC Capital Builder Value Fund
Tata Equity P_E Fund
UTI Value Opportunities Fund
Aditya BSL Tax Relief 96 Fund
Axis Long Term Equity Fund
DSP Tax Saver Fund
Franklin India Taxshield Fund
IDFC Tax Advantage (ELSS) Fund
Kotak Taxsaver Fund
L&T Tax Advantage Fund
ICICI Prudential India Opports Fund
Tata Ethical Fund


Aditya Birla Sun Life Overnight Fund
DSP Overnight Fund
HDFC Overnight Fund
ICICI Prudential Overnight Fund
L&T Cash Fund
Reliance Overnight Fund
SBI Overnight Fund
UTI Overnight Fund
Aditya BSL Liquid Fund
Axis Liquid Fund
DSP Liquidity Fund
Franklin India Liquid Fund
HDFC Liquid Fund
ICICI Pru Liquid Fund
IDFC Cash Fund
Kotak Liquid Fund
L&T Liquid Fund
Reliance Liquid Fund
SBI Liquid Fund
Tata Liquid Fund
UTI Liquid Cash Fund
Ultra Short Duration
Aditya BSL Savings Fund
DSP Ultra Short Fund
Kotak Savings Fund
L&T Ultra Short Term Fund
SBI Magnum Ultra Short Duration Fund
Low Duration
Axis Treasury Advantage Fund
ICICI Pru Savings Fund
IDFC Low Duration Fund
Reliance Low Duration Fund
SBI Magnum Low Duration Fund
Tata Treasury Advantage Fund
UTI Trs Adv Fund
Money Market
ICICI Pru Money Market Fund
IDFC Money Manager Fund
Kotak Money Market Fund
SBI Saving Fund
Banking & PSU Debt
Aditya BSL Bkg & PSU Debt Fund
Axis Banking & PSU Debt Fund
IDFC Banking & PSU Debt Fund
Short Duration
Axis Short Term Fund
HDFC Short Term Debt Fund
IDFC Bond Fund - Short Term Plan
Reliance Short Term Fund
SBI Short Term Debt Fund
Tata Short Term Bond Fund
UTI Short Term Income Fund
Corporate Bond
Aditya BSL Corporate Bond Fund
Axis Corporate Debt Fund
IDFC Corporate Bond Fund
Reliance Prime Debt Fund
UTI Corporate Bond Fund
Medium to Long Duration
HDFC Income Fund
IDFC Bond Fund
SBI Magnum Income Fund
UTI Bond Fund
Dynamic Bond
HDFC Dynamic Debt Fund
ICICI Pru All Seasons Bond Fund
IDFC Dynamic Bond Fund
UTI Dynamic Bond Fund
Long Duration
ICICI Pru Long Term Bond Fund
Reliance Nivesh Lakshya Fund
HDFC Gilt Fund
ICICI Pru Gilt Fund
Reliance Gilt Sec Fund
SBI Magnum Gilt Fund
UTI Gilt Fund


Aggressive Hybrid
Aditya BSL Equity Hybrid '95 Fund
Axis Equity Hybrid Fund
Franklin India Equity Hybrid Fund
HDFC Hybrid Eq Fund
L&T Hybrid Equity Fund
Reliance Equity Hybrid Fund
SBI Debt Hybrid Fund
SBI Equity Hybrid Fund
ICICI Pru Equity & Debt Fund
Dynamic Asset Allocation / Balanced Advantage
Axis Dynamic Equity Fund
ICICI Pru Balanced Adv Fund
IDFC Dynamic Equity Fund
Kotak Balanced Advantage Fund
Reliance Balanced Adv Fund
Tata Balanced Advantage Fund
Equity Savings
Aditya BSL Equity Savings Fund
Axis Equity Saver Fund
DSP Equity Savings Fund
HDFC Equity Savings Fund
Kotak Equity Savings Fund
Reliance Equity Savings Fund
UTI Equity Savings Fund
Multi Asset Allocation
Axis Triple Advantage Fund
ICICI Prudential Multi Asset Fund
Conservative Hybrid
Aditya BSL Regular Sav Reg Fund
Axis Regular Saver Fund
Franklin India Debt Hybrid Fund
ICICI Pru Regular Savings Fund
SBI Debt Hybrid Fund
UTI Reg Savings Fund

This is a report prepared after every bi-monthly Monetary Policy Committee meet. It explains the outcome of the meeting, including actions on policy rates, indicators that are likely to shape the future trajectory of the economy, liquidity conditions and other measures. The impact of the policy decisions on the market and our outlook on the same are summarised in the report.

First Bi-Monthly Monetary Policy Review 2019-20

This is a quarterly report that provides an overview of Indian equity and fixed income markets. In addition, it also includes how various events have shaped the market in the recent past and their likely impact going forward.

Investment Perspectives Jul - Sep 2019

The Axis Select list contains names of funds that stack up well on a relative basis in the respective peer groups on the basis of quantitative and qualitative parameters. The list includes sets of funds under various categories as defined by SEBI and which broadly fall under the 5 broad categories viz.

  • Equity
  • Debt
  • Hybrid
  • Solution Oriented
  • Others


Axis Select_June 2019

The Government presents the Union Budget on the first day of February so that it could be materialized before the commencement of the new financial year in April. The report herein provides the salient features of the Union Budget tabled in parliament while also touching upon key topics such as new initiatives in terms of reforms, changes in tax structure, economic activity based on receipt and expenditure, target on fiscal and current deficit and many other important points.

Highlights of Union Budget 2019-20