MFIC › Fund managers › Hardik Shah
Hardik Shah
Fund manager of 14 schemes tracked by MFIC at Axis Mutual Fund, according to the schemes' Summary Documents. Returns from AMFI NAVs as of 3 Oct 2026.
Schemes
14
Earliest start listed
31 Jan 2022
3Y CAGR above category median
9 of 14
AUM of these schemes
₹37,995 cr
Schemes managed one line per scheme · Regular plan where available
| Scheme | Category | Managing since | Tenure | 3Y CAGR | Category 3Y median | 5Y CAGR | AUM (₹ cr) |
|---|---|---|---|---|---|---|---|
| Axis Balanced Advantage Fund Axis Mutual Fund · Regular | Balanced Advantage | 31 Jan 2022 | 4.7 y | 9.5% | 7.5% | 7.8% | 3,654 |
| Axis Banking and PSU Debt Fund Axis Mutual Fund · Regular | Banking & PSU | 3 Jul 2023 | 3.3 y | 6.6% | 6.7% | 5.8% | 11,954 |
| AXIS Corporate Bond Fund Axis Mutual Fund · Regular | Corporate Bond | 31 Jan 2022 | 4.7 y | 7.0% | 6.8% | 6.1% | 7,450 |
| Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund Axis Mutual Fund · Regular | Debt Index Fund | 24 Jan 2023 | 3.7 y | 7.2% | 7.2% | n/a | 337 |
| Axis CRISIL IBX SDL May 2027 Index Fund Axis Mutual Fund · Regular | Debt Index Fund | 23 Feb 2022 | 4.6 y | 7.4% | 7.2% | n/a | 1,710 |
| Axis Income Plus Arbitrage Omni FOF Axis Mutual Fund · Regular | Domestic FoF | 5 Apr 2024 | 2.5 y | 7.5% | 12.3% | 6.2% | 2,219 |
| Axis Dynamic Term Fund Axis Mutual Fund · Regular | Dynamic Bond | 5 Apr 2024 | 2.5 y | 7.0% | 6.2% | 5.8% | 969 |
| Axis Equity Savings Fund Axis Mutual Fund · Regular | Equity Savings | 1 Feb 2023 | 3.7 y | 7.5% | 7.0% | 6.2% | 854 |
| Axis Floating Interest Rates Fund Axis Mutual Fund · Regular | Floater | 31 Jan 2022 | 4.7 y | 7.9% | 7.2% | 6.8% | 149 |
| Axis Long Term Fund Axis Mutual Fund · Regular | Long Duration | 27 Dec 2022 | 3.8 y | 5.3% | 5.6% | n/a | 154 |
| Axis Multi Asset Allocation Fund Axis Mutual Fund · Regular | Multi Asset Allocation | 5 Apr 2024 | 2.5 y | 11.9% | 12.8% | 7.4% | 2,615 |
| Axis Retirement Fund - Aggressive Plan Axis Mutual Fund · Regular | Retirement | 5 Apr 2024 | 2.5 y | 8.5% | 7.2% | 4.9% | 666 |
| Axis Retirement Fund - Dynamic Plan Axis Mutual Fund · Regular | Retirement | 5 Apr 2024 | 2.5 y | 9.4% | 7.2% | 5.9% | 269 |
| Axis Ultra Short Term Fund Axis Mutual Fund · Regular | Ultra Short Duration | 4 Nov 2024 | 1.9 y | 6.6% | 6.7% | 5.9% | 4,994 |
Scheme returns cover the whole period shown, which may include years before this manager started; compare with the "Managing since" date. Most schemes have more than one listed manager, and results reflect the fund house's whole investment process, each scheme's mandate and market conditions. This page describes the past and is not a rating of the manager.
Questions
- Which mutual fund schemes does Hardik Shah manage?
- According to the schemes' Summary Documents, Hardik Shah is a listed fund manager of 14 schemes tracked by MFIC: Axis Income Plus Arbitrage Omni FOF, Axis Balanced Advantage Fund, Axis Equity Savings Fund, Axis Multi Asset Allocation Fund, Axis Banking and PSU Debt Fund, AXIS Corporate Bond Fund, Axis Dynamic Term Fund, Axis Floating Interest Rates Fund, Axis Long Term Fund, Axis Ultra Short Term Fund, Axis CRISIL IBX SDL May 2027 Index Fund, Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund and others.
- Since when has Hardik Shah managed these schemes?
- The earliest start date listed is 31 Jan 2022. Dates for each scheme are in the table on this page.
Data & disclosure. Fund manager names and start dates as stated in each scheme's Summary Document (SEBI format) published via AMFI; names are matched as written, so a person listed with different spellings may appear twice. Returns from AMFI NAVs, calculated by MFIC. Educational information, not investment advice. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Integrato Financial Services Pvt. Ltd. is an AMFI-registered Mutual Fund Distributor (ARN-173155).
Get the Market Pulse by email every Monday
Every Monday: index benchmarks and the median 1-month and 1-year return of every equity category, plus broad equity, hybrid and debt figures. Calculated from AMFI NAVs. Free; unsubscribe from any email.