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Tag: Axis Mutual Fund

  • Moneycontrol summit fuels MF industry’s next leap

    Moneycontrol summit fuels MF industry’s next leap

    MUMBAI: When India’s top fund minds gather under one roof, the conversation is bound to compound. Moneycontrol, India’s leading financial news platform, hosted the Bengaluru edition of the Moneycontrol Mutual Fund Summit 2025, presented by HDFC Mutual Fund and powered by Axis Mutual Fund, bringing together the country’s sharpest asset management leaders to decode the next phase of India’s mutual fund revolution.

    With the theme “Decoding purpose, product, and tech,” the Bengaluru leg built on the momentum of the Mumbai debut, spotlighting the industry’s journey toward a 1 trillion dollars AUM by 2030. The discussions explored how innovation, trust, and digital transformation are reshaping mutual funds from passive savings tools into dynamic wealth-creation engines.

    The summit featured an illustrious line-up including D.P. Singh (SBI Mutual Fund), Navneet Munot (HDFC AMC), Vaibhav Shah (Mirae Asset), Sandeep Tandon (Quant MF), and Neil Parikh (PPFAS MF), among others. Together, they offered insights into everything from investor behaviour and regulatory frameworks to the rise of AI-driven financial advisory.

    Highlighting the potential of the newly launched SIF category, D.P. Singh noted, “SIF bridges the gap between mutual funds and AIFs/PMS, offering evolved investors flexibility with oversight. Within a year, SIFs could grow into a Rs 1 lakh crore category.”

    HDFC AMC’s Navneet Munot struck an optimistic note, “India is transforming from a nation of savers to a nation of investors. People are ambitious, aspirational, and want to create wealth. India is a compounding story.”

    Echoing this forward-looking sentiment, Mirae Asset’s Vaibhav Shah underscored the importance of a liberalised framework for cross-border investments, while Motilal Oswal’s Akhil Chaturvedi observed that Indian investors are now more resilient and long-term focused.

    As India marches toward Viksit Bharat 2047, the Bengaluru edition of the Moneycontrol Mutual Fund Summit 2025 reinforced the sector’s crucial role in driving financial democratisation and wealth creation. With technology, purpose, and innovation steering the next phase, the mutual fund industry seems poised not just to grow, but to evolve.

     

  • Axis Mutual Fund launches its flagship investor awareness campaign #SochaSamjhaNivesh

    Axis Mutual Fund launches its flagship investor awareness campaign #SochaSamjhaNivesh

    Mumbai: Axis Mutual Fund has announced the launch of its flagship investor awareness campaign, #SochaSamjhaNivesh. This initiative aims to simplify investment concepts and empower new investors with the knowledge needed to make informed decisions. The first series focuses on educating investors about the benefits of Multicap funds through a comprehensive 360-degree approach.

    Equity markets have shown resilience, attracting more new investors. However, many are driven by confusion or FOMO, eager to maximise gains but unsure where to start. They often prioritize returns while being cautious of investing complexities. For these investors, Multicap Funds, which invest across large, mid, and small market capitalizations, can be a valuable addition to their portfolio. The #SochaSamjhaNivesh platform leverages this insight in its inaugural series to highlight the potential benefits of Multicap Funds for new investors.

    Axis Mutual Fund MD & CEO B. Gopkumar stated, “In today’s fast-paced investment landscape, investors can easily be overwhelmed by complex decisions and the allure of immediate gratification. #SochaSamjhaNivesh aims to provide investors with the relevant information needed to make investment decisions thereby, empowering investors to make informed choices. The current market landscape is such that there are relevant opportunities across all three segments (large, mid, and small). Therefore, by focusing on Multicap funds in our inaugural series, we aim to showcase a diversified and accessible equity investment solution without sacrificing simplicity.

    Building on the success of the #SochaSamjhaRisk series, which educated investors on the Risk Profiler and Riskometer, the #SochaSamjhaNivesh platform delves deeper into the emotional factors driving investor behaviour. The campaign’s TVCs focus on two critical emotions: FOMO and Confusion. In the first TVC, a protagonist’s desire to gain individual exposure to large, mid, and small caps is fulfilled through the strategic equity allocation offered by multicap funds. The second TVC highlights the confusion investors often face when determining equity allocations and shows how Multicap Funds, with their exposure to all three market caps, provide a simple and effective solution. The TVCs will be launched early next week.

    Axis Mutual Fund’s SVP & head – marketing, digital & direct sales – Boniface Noronha emphasised, “Axis Mutual Fund’s #SochaSamjhaNivesh is an insightful initiative that taps into the core emotional decision-making process of investing while encouraging investors to make informed decisions. The two slice-of-life films are crafted to capture everyday interactions, creating a deeper connection with our target audience.”

    Mirum India’s NCD and VP Naila Patel said, “When we did the Socha Samjha Risk campaign last year, we knew we’d hit something interesting with the term ‘Socha Samjha’, because that’s what mutual funds are about – investments that are well-thought-out, i.e., Socha Samjha. Additionally, it is an apt space for everything Axis Mutual Fund stands for – making well-thought-out, responsible investment decisions for the future. We knew it had the potential to grow as a long-term property for the brand, which is why we gave it more legs with Socha Samjha Nivesh. And this time around, it was about giving a risk-informed investor a solution to their specific investment needs – in this case, multi cap funds for the investor who wants multiple opportunities in equity. The films use everyday situations to speak to the audience, and it was crucial for us to maintain this simplicity while also highlighting the benefits of Multicap funds. What’s interesting about this campaign is that it doesn’t restrict itself to educating investors about multi cap funds – it’s a larger conversation about making a Socha Samjha Nivesh in a fund that aligns with your risk appetite, goals, and investment horizons.” 
     

  • Axis Mutual Fund encourages informed investing with #SochaSamjhaRisk campaign

    Axis Mutual Fund encourages informed investing with #SochaSamjhaRisk campaign

    Mumbai: Axis Mutual Fund, one among the leading fund houses in India is excited to announce the launch of its new dynamic and insightful advertising campaign, #SochaSamjhaRisk. It is a 360-degree campaign aimed at encouraging investors to understand individual risk appetites with the help of a risk profiler. The initiative also focuses on educating investors about riskometer to understand the fund risk and make informed investment decisions.

    While most investors understand the importance of investing, they tend to get swayed easily by market noise. Unfortunately, everyday market fluctuations are treated as the benchmark for ‘Risk’, resulting in mutual funds being perceived as a ‘Risky’ investment avenue. This also paves way for several misconceptions amongst investors, primarily led by limited understanding of ‘risk’ and ‘tools to mitigate risk’. Therefore, #SochaSamjhaRisk is Axis Mutual Fund’s proactive step towards enhancing investor education and encouraging individuals to truly understand the risks associated with their investments.

    Axis Mutual Fund MD & CEO B. Gopkumar stated, “Most investors perceive ‘Risk’ in the negative connotation and pay little heed to comprehending the real ‘Risk-Return’ trade off. As responsible investment managers, we believe investors must understand how ‘Risk’ influences their financial journey. Our latest initiative #SochaSamjhaRisk underscores the significance of well-thought-out investment decisions over impulsive, uninformed choices influenced by hearsay or market noise.”

    All four videos focus on two key elements that are central to the campaign:

    Riskometer: The first and second video focus on spreading awareness and educating investors about Riskometer as a key tool to understand fund risk. By familiarizing themselves with the Riskometer’s categories and aligning them with their comfort levels, goals, and investment durations, investors can make informed decisions and effectively manage risks to meet their financial goals.

    Risk Profiler: The Risk Profiler is a tool to gauge one’s personal risk-taking appetite designed to help investors understand their unique risk-taking capacity by factoring in individual goals and financial objectives. Therefore, the third and fourth videos emphasize on encouraging investors to assess their risk appetite to make informed decisions.

    Axis Mutual Fund SVP & head – marketing, digital & direct sales Boniface Noronha emphasized, “Axis Mutual Fund’s #SochaSamjhaRisk is a one of its-first kind of initiatives aimed at changing the dynamics of investor education by actively encouraging people to ‘understand and decode risk’. #SochaSamjhaRisk capitalizes on the core human insight of staying away from everything seemingly ‘Risky’ without truly understanding the ‘Risks’ involved. The four slice of life films capture everyday interactions to create a stronger resonance with the target audience.”

    Recently, Axis Mutual Fund has introduced the risk profiler feature on its website to help investors assess their risk appetite and plan their investment journey accordingly. For this, individuals must answer a series of questions focusing on factors such as financial goals, time horizon, investment preferences, and risk aversion to understand their approach to different situations, basis which their risk appetite will be revealed.

    Mirum India Pvt Ltd national creative director Naila Patel said, “While talking about risks is always tricky in mutual fund communication, this campaign gave us the opportunity to do just that – put the spotlight on risk, loud and clear! The genesis of this idea lies in the risks we take every day, the moment we step out of the comfort and safety of our homes. The big bad world can be risky, but we take the risk of navigating that big bad world because we’ve put some thought behind a risk, we’re willing to take – a #SochaSamjhaRisk. And that’s what we’re telling those who’re averse to investing in mutual funds; sure, there’s risk, but if you know how to interpret that risk with the risk profiler and risk-o-meter, there’s a story waiting to unfold – the story of you realizing your dreams.”

  • ‘Sochna Kya Hai?’ Axis Mutual Fund asks in new ELSS campaign

    ‘Sochna Kya Hai?’ Axis Mutual Fund asks in new ELSS campaign

    Mumbai: Every year, tax season is a time when discussions around how, where, and when to save taxes gain momentum. These conversations often tend to be anxious, given that a significant majority doesn’t plan their tax-saving strategies well in advance. “Tax ka kya socha hai?” is a question that gets thrown around quite a bit during tax season.

    Axis Mutual Fund’s answer to that? “Sochna Kya Hai, ELSS Hai Na.”

    It has teamed up with Mirum, the digital solutions agency from the Wunderman Thompson Network for a new investor awareness campaign illustrating the confidence that comes with a well-planned tax investment strategy.

    In their latest campaign for the tax-saving mutual fund category ELSS, Axis Mutual Fund takes a different approach to getting people to invest. Instead of a doomsday plea to invest in ELSS before time runs out, with “Sochna Kya Hai”, the communication is aspirational – the implication is that those who’ve planned their taxes with ELSS needn’t worry themselves sick during tax season.

    The campaign films show how the protagonists seem indecisive about other life decisions, but when it comes to their tax planning, they’re not too worried – “Kyunki Sochna Kya Hai, ELSS Hai Na.”

    Axis Mutual Fund head of marketing and digital Boniface Noronha said, “We’re looking forward to the reactions to this campaign – it’s a proposition we’re excited about, one that blends perfectly with who we are as a brand. The messaging is relevant, given how mutual funds aren’t the niche investing category that it once considered in India. We have plans to take this campaign forward in many ways even after the tax season, so we’re gearing up for that even as we speak.”

    Miruum India ECD Naila Patel said, “Sochna Kya Hai…is in many ways a continuation of #TaxFever, and the two campaigns mirror the general public’s attitudes towards mutual funds. While with #TaxFever we identified the procrastination around making tax-saving investments, Sochna Kya Hai…is a commentary on the increasing confidence people seem to have in mutual funds for tax savings. We also adopted a rustic, quirky approach here because that kind of humour is something that cuts across audiences, even for something as non-humorous as tax planning! Not to mention the protagonists here exemplify responsible financial behaviour, which is what the brand is all about.”

  • Anchor investors invest Rs 60 crore in Adlabs Entertainment; initial response to issue cold

    Anchor investors invest Rs 60 crore in Adlabs Entertainment; initial response to issue cold

    BENGALURU: Yesterday, a day before its IPO opened, anchor investors put in Rs 60 crore for the approximately Rs 470 crore Adlabs Entertainment IPO. Anchor investors – hedge fund under Edelweiss, mutual funds under Axis, L&T Fin, HDFC AMC and a fund under Daiwa brought in at the lower end of the Rs 221-230 price band.

     

    Note: 100,00,000 =100 lakh = 10 million =  1 crore

     

    The breakup of the anchor investor allotment is:

     

    5,21,495 equity shares to Japan Trustee Services Bank A/C Japan Trustee Services Bank, STB Daiwa India Stock Active Mother Fund; 4,34,850 shares to HDFC Trustee Company Limited – HDFC Infrastructure Fund; 2,17,425 shares to Axis Mutual Fund Trustee – A/C Axis Mutual Fund A/C Axis Midcap Fund; 2,17,360 shares to Axis Mutual Fund Trustee – A/C Axis Mutual Fund A/C Axis Smallcap Fund; 4,52,530 shares to L&T Mutual Fund Trustee – L&T Equity Fund; 2,26,265 shares to L&T Mutual Fund Trustee – L&T India Special Situations Fund; 6,52,210 Shares to IL&FS Trust Company – Forefront Alternative Investment Trust – Forefront Alternative Equity Scheme.

     

    The overall issue, including the anchor allotment portion, comprises 2.003 crore shares of which around a tenth is through an offer for sale by the promoters. Post the anchor investor allotment, Adlabs Entertainment has offered 1.76 crore shares to the public. The subscription period of the IPO is 10-12 March.

     

    Day one today saw a poor response according to a report published in VC Circle, with just under three per cent subscription. The issue saw zero participation from institutional investors on the first day with HNIs & corporates bidding for seven per cent of their portion and retail investors pitching in with almost a similar participation for the shares reserved for them says the report.

     

    As mentioned earlier, Adlabs Entertainment, the company that owns and operates Imagica-The Theme Park had proposed to open a public issue of up to 20,326,227 equity shares of face value of Rs 10 including a share premium per equity share on 10 March. 

     

    The company has fixed the price band from Rs 221-230 per equity share. The issue comprises a fresh issue of 18,326,227 equity shares and an offer of sale of 2,000,000 equity shares by Thrill Park Limited. The minimum bid lot is 65 equity shares and in multiples of 65 equity shares thereafter.

     

    The issue constitutes 25.44 per cent of the post-issue paid-up equity share capital of the company. Adlabs Entertainment, in consultation with the Global Co-ordinators and Lead Managers, will offer a discount of Rs 12 on the issue price to retail individual bidders. 

     

    The issue is being made through the Book Building process wherein at least 75 per cent of the issue shall be allotted on a proportionate basis to Qualified Institutional Buyers (QIB), provided that the company and the selling shareholder may allocate up to 60 per cent of the QIB Potion to Anchor Investors on a discretionary basis. Anchor investors could bid on Anchor Investor Bidding Date, that is 9 March. 

     

    The money raised through the Initial Public Offering (IPO) will be used for partial repayment/pre-payment of loans. As per the company, it currently is under a debt of Rs 1100 crore, and hopes to repay close to Rs 330-350 crore through the IPO.