Mutual Funds Managed by Hardik Shah
Updated June 2026 · 17 active funds · data from AMFI NAVs
Hardik Shah manages or co-manages 17 mutual fund schemes tracked on FindMF, across Axis. The table below lists those funds with returns, risk metrics and real expense ratios, all computed independently from AMFI daily NAVs. Manager attribution comes from fund disclosures; co-managed funds appear under each named manager. This page aggregates a manager's schemes for reference - it is not a rating of the manager or a recommendation.
| # | Scheme | 1Y | 3Y | 5Y | Sharpe | Max DD | TER | AUM |
|---|---|---|---|---|---|---|---|---|
| 1 | Axis Multi Asset Allocation Fund Axis | +8.28% | +13.71% | +10.43% | 0.48 | -17.4% | 0.93% | ₹2.1K Cr |
| 2 | Axis Balanced Advantage Fund Axis | +0.21% | +12.82% | +10.86% | 0.55 | -9.6% | 0.87% | ₹3.8K Cr |
| 3 | Axis Retirement Fund - Dynamic Axis | -5.27% | +11.57% | +9.40% | 0.33 | -17.1% | 1.48% | ₹290 Cr |
| 4 | Axis Retirement Fund - Aggressive Axis | -5.26% | +11.34% | +8.34% | 0.25 | -21.0% | 1.29% | ₹722 Cr |
| 5 | Axis Equity Savings Fund Axis | +2.93% | +10.03% | +8.74% | 0.35 | -8.7% | 1.03% | ₹901 Cr |
| 6 | Axis Children's Fund - No Lock in Axis | -2.95% | +9.12% | +8.04% | 0.23 | -18.1% | 1.43% | ₹137 Cr |
| 7 | Axis Children's Fund - Lock in Axis | -2.95% | +8.98% | +7.86% | 0.22 | -18.2% | 1.43% | ₹757 Cr |
| 8 | Axis Retirement Fund - Conservative Axis | -1.20% | +8.51% | +6.85% | 0.09 | -8.5% | 1.25% | ₹50 Cr |
| 9 | Axis Floater Fund Axis | +5.06% | +7.99% | - | -0.13 | -1.3% | 0.31% | ₹150 Cr |
| 10 | Axis Corporate Bond Fund Axis | +5.27% | +7.75% | +6.72% | -0.46 | -0.9% | 0.37% | ₹8.7K Cr |
| 11 | Axis Income Plus Arbitrage Active FOF Axis | +5.59% | +7.69% | +6.63% | -0.35 | -1.1% | 0.06% | ₹2.1K Cr |
| 12 | Axis CRISIL IBX SDL May 2027 Index Fund Axis | +5.51% | +7.44% | - | -0.41 | -3.6% | 0.15% | ₹2.0K Cr |
| 13 | Axis Ultra Short Duration Fund Axis | +6.44% | +7.41% | +6.57% | - | -0.2% | 0.39% | ₹5.7K Cr |
| 14 | Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund Axis | +4.82% | +7.28% | - | 0.14 | -0.8% | 0.18% | ₹68 Cr |
| 15 | Axis Dynamic Bond Fund Axis | +4.58% | +7.11% | +6.04% | -0.43 | -3.2% | 0.35% | ₹1.1K Cr |
| 16 | Axis Banking & PSU Debt Fund Axis | +4.86% | +7.06% | +6.11% | -1.10 | -0.5% | 0.35% | ₹13.0K Cr |
| 17 | Axis Long Duration Fund Axis | +0.11% | +5.63% | - | -0.17 | -5.6% | 0.33% | ₹254 Cr |
Ranked by trailing return (3Y where available, else 1Y). Manager attribution from fund disclosures. Returns, Sharpe, drawdown and TER are computed independently from AMFI NAVs - see methodology. No paid placement.