Hardik Shah
Fund Manager – Fixed Income at Axis
Hardik Shah is named on 14 schemes at Axis, managing there since 27 Dec 2022. Of the 14 ranked with a three-year record, 3-year CAGR runs from 13.0% (Axis Multi Asset Allocation Fund - Direct Plan - Growth Option Option) down to 5.7% (Axis Long Term Fund - Direct Plan - Growth Option), across Multi Asset Allocation, Retirement Fund, Dynamic Asset Allocation or Balanced Advantage and 8 more categories. Returns are computed from AMFI NAV history and are net of expenses; the roles and dates come from Axis's SEBI filings.
Background
- Qualifications
- MBA (Finance), B.E(I.T)
- Experience
- 15 years, his last 10 • Axis Asset Management Company Ltd (January 2022 – Present) • SBI LIFE Insurance Co. Ltd. (June 2020 – January 2022) • Nippon India Asset Management Co. Ltd. ( erst. Reliance Mutual Fund) ( July 2013 – June 2020) Quantum Mutual Fund (Nov 2009 – July 2013) 28
Funds Hardik Shah manages
14Ranked by 3Y CAGR. Schemes without a three-year record yet are not listed. Open a fund for NAV history, rolling returns, risk metrics and peer rank.
| 1 | Axis Multi Asset Allocation Fund | ★★☆☆☆ | +5.5% | +13.0% | +8.7% | 1.20% | ₹2,266Cr |
| 2 | Axis Retirement Fund - Dynamic | ★★★☆☆ | -2.6% | +10.8% | +7.5% | 1.34% | ₹280.84Cr |
| 3 | Axis Balanced Advantage Fund | ★★★★☆ | +0.6% | +10.7% | +9.1% | 1.07% | ₹3,759Cr |
| 4 | Axis Retirement Fund - Aggressive | ★★★☆☆ | -2.7% | +9.9% | +6.3% | 1.26% | ₹696.45Cr |
| 5 | Axis Equity Savings Fund | ★★★☆☆ | +3.7% | +8.9% | +7.5% | 1.56% | ₹867.06Cr |
| 6 | Axis Floating Interest Rates Fund | ★★★★☆ | +6.6% | +8.2% | +7.1% | 0.22% | — |
| 7 | Axis Children's Fund | ★★★☆☆ | -1.6% | +7.7% | +5.6% | 1.49% | — |
| 8 | Axis Corporate Bond Fund | ★★★★☆ | +5.2% | +7.6% | +6.7% | 0.36% | ₹8,488Cr |
| 9 | Axis CRISIL IBX SDL May 2027 Index Fund | ★★★★☆ | +6.1% | +7.5% | — | 0.15% | ₹1,987Cr |
| 10 | Axis Ultra Short Term Fund | ★★★☆☆ | +6.8% | +7.4% | +6.8% | 0.36% | — |
| 11 | Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund | ★★★☆☆ | +5.2% | +7.4% | — | 0.19% | ₹246.90Cr |
| 12 | Axis Banking and PSU Debt Fund | ★★★★☆ | +4.8% | +6.9% | +6.1% | 0.36% | — |
| 13 | Axis Retirement Fund - ConservativeSmall fund | ★☆☆☆☆ | -1.7% | +6.7% | +5.7% | 1.27% | ₹47.65Cr |
| 14 | Axis Long Term Fund | ★★☆☆☆ | +1.1% | +5.7% | — | 0.33% | — |
NAV data as of 05 Oct 2026. Role, qualifications and tenure are disclosures from Axis’s Scheme Information Documents and Statement of Additional Information — SEBI filings, not our assessment of anyone. 4 of the 14 scheme assignments come from another of the house’s filings naming them rather than from that scheme’s own document, so that list may be incomplete. Returns are computed from AMFI NAV history; see our methodology. A fund’s performance is not attributable to one person, and nothing here is investment advice.