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Hardik Shah

Fund Manager – Fixed Income at Axis

Schemes named on
15
Managing since
27 Dec 2022

Background

Qualifications
MBA (Finance), B.E(I.T)
Experience· from the SAI
Axis Asset January 20, Management 2022 – till date Company (Fund Manager) SBI LIFE June 30, Insurance Co. 2020 – Ltd. (Fund January 17, Manager) 2022 Nippon India Asset July 15, Management Co. 2013 – June Ltd. (Fund 29, 2020 Manager) held during last - To 10 years Quantum Mutual March 10, Fu 2010 – July nd (Dealing & FPI 12, 2013 advisory)

Funds Hardik Shah manages

15

Ranked 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.

1Axis Multi Asset Allocation Fund★☆☆☆☆+15.1%+15.7%+10.9%1.32%₹2,266Cr
2Axis Retirement Fund - Dynamic★★★☆☆+2.6%+14.1%+10.2%1.40%₹280.84Cr
3Axis Retirement Fund - Aggressive★★★☆☆+2.7%+13.5%+9.0%1.29%₹696.45Cr
4Axis Balanced Advantage Fund★★★★☆+4.8%+13.4%+10.6%1.06%₹3,759Cr
5Axis Children's Fund★★☆☆☆+3.7%+10.5%+8.1%1.47%₹905.54Cr
6Axis Equity Savings Fund★★★☆☆+6.3%+10.4%+8.6%1.49%₹867.06Cr
7Axis Retirement Fund - Conservative★★☆☆☆+2.4%+8.9%+7.2%1.25%₹47.65Cr
8Axis Floater Fund★★★★★+7.9%+8.5%+7.3%0.23%₹145.64Cr
9AXIS Corporate Bond Fund★★★★☆+6.0%+7.9%+6.8%0.36%₹8,488Cr
10Axis Dynamic Bond Fund★★★★★+7.0%+7.7%+6.5%0.34%₹1,040Cr
11Axis CRISIL IBX SDL May 2027 Index Fund★★★☆☆+6.3%+7.6%0.15%₹1,987Cr
12Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund★★★☆☆+5.7%+7.6%0.19%₹246.90Cr
13Axis Ultra Short Duration Fund★★★☆☆+6.7%+7.4%+6.7%0.36%₹5,612Cr
14Axis Banking & PSU Debt Fund★★★★☆+5.5%+7.2%+6.2%0.36%₹12,258Cr
15Axis Long Duration Fund★☆☆☆☆+4.3%+6.6%0.33%₹229.61Cr

NAV data as of 20 Aug 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. 9 of the 15 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.

All Axis funds