AXIS Equity Hybrid Fund – Direct Growth

Hybrid · Aggressive Hybrid
 · 
100
Min SIP
500
Min Lumpsum
0.97 %
Expense Ratio
Rating
1,608
Fund Size (in Cr)
6 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 22 February 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 18.2% 10.6% 14.1% 12%
Category Average 24.1% 15.1% 16.7% -

Scheme Allocation

By Holding
By Sector
By Asset
5.7%
4.6%
3.36%
Others
78.84%
View all Holdings
Holdings Sector Instrument Asset
ICICI Bank Banks Equity 5.7%
HDFC Bank Banks Equity 4.6%
Bajaj Finance Finance Equity 3.82%
Avenue Super. Retail Equity 3.68%
Infosys IT - Software Equity 3.36%
Reliance Industr Refineries Equity 3.24%
TCS IT - Software Equity 2.84%
Larsen & Toubro Infrastructure Developers & Operators Equity 2.29%
P I Industries Agro Chemicals Equity 2.23%
Bharti Airtel Telecomm-Service Equity 2.23%
Bajaj Finserv Finance Equity 1.72%
NTPC Power Generation & Distribution Equity 1.69%
Sun Pharma.Inds. Pharmaceuticals Equity 1.51%
Sansera Enginee. Auto Ancillaries Equity 1.5%
Kotak Mah. Bank Banks Equity 1.36%
Godrej Consumer FMCG Equity 1.32%
Shree Cement Cement Equity 1.27%
Brigade Enterpr. Realty Equity 1.18%
Tata Motors Automobile Equity 1.17%
Divi's Lab. Pharmaceuticals Equity 1.17%
Mankind Pharma Pharmaceuticals Equity 1.16%
FSN E-Commerce E-Commerce/App based Aggregator Equity 1.1%
Fine Organic Chemicals Equity 1.09%
Nestle India FMCG Equity 1.03%
Sumitomo Chemi. Agro Chemicals Equity 1.01%
Samvardh. Mothe. Auto Ancillaries Equity 0.99%
M & M Automobile Equity 0.93%
Coal India Mining & Mineral products Equity 0.93%
Uno Minda Auto Ancillaries Equity 0.88%
Apollo Hospitals Healthcare Equity 0.87%
Motherson Wiring Auto Ancillaries Equity 0.87%
R R Kabel Cables Equity 0.86%
J B Chem & Pharm Pharmaceuticals Equity 0.84%
Clean Science Chemicals Equity 0.82%
Mphasis IT - Software Equity 0.81%
Can Fin Homes Finance Equity 0.8%
Jio Financial Finance Equity 0.79%
Hind. Unilever FMCG Equity 0.77%
Alkem Lab Pharmaceuticals Equity 0.74%
Deepak Fertiliz. Chemicals Equity 0.7%
Aether Industri. Chemicals Equity 0.68%
Grasim Inds Textiles Equity 0.68%
St Bk of India Banks Equity 0.64%
Vedant Fashions Retail Equity 0.61%
Doms Industries Printing & Stationery Equity 0.59%
Team Lease Serv. Miscellaneous Equity 0.58%
Zomato Ltd E-Commerce/App based Aggregator Equity 0.58%
Info Edg.(India) E-Commerce/App based Aggregator Equity 0.5%
Navin Fluo.Intl. Chemicals Equity 0.42%
Cholaman.Inv.&Fn Finance Equity 0.41%
K P R Mill Ltd Readymade Garments/ Apparells Equity 0.39%
HCL Technologies IT - Software Equity 0.39%
Suryoday Small Banks Equity 0.36%
Asian Paints Paints/Varnish Equity 0.31%
Maruti Suzuki Automobile Equity 0.19%
Schaeffler India Bearings Equity 0.14%
Debt
24.05%
Banks
12.66%
Finance
7.54%
IT-Software
7.4%
Retailing
6.47%
Others
41.88%
View all Sectors
Sectors Asset
Debt 24.05%
Banks 12.66%
Finance 7.54%
IT-Software 7.4%
Retailing 6.47%
Pharmaceuticals & Biotech 5.42%
Auto Components 4.38%
Chemicals & Petrochemical 3.71%
Petroleum Products 3.24%
Fertilisers & Agrochemica 3.24%
Others 3.16%
Construction 2.29%
Automobiles 2.29%
Telecom-Services 2.23%
Cement & Cement Products 1.95%
Power 1.69%
Personal Products 1.32%
Realty 1.18%
Food Products 1.03%
Consumable Fuels 0.93%
Healthcare Services 0.87%
Industrial Products 0.86%
Diversified FMCG 0.77%
Household Products 0.59%
Commercial Services & Sup 0.58%
Textiles & Apparels 0.39%
Consumer Durables 0.31%
Cash & Others -0.56%
Equity
73.34%
Corporate Debentures
11.82%
Govt Securities / Sovereign
6.92%
Derivatives
3.16%
Debt & Others
2.78%
Others
1.98%
View all Assets
Assets Asset
Equity 73.34%
Corporate Debentures 11.82%
Govt Securities / Sovereign 6.92%
Derivatives 3.16%
Debt & Others 2.78%
Reverse Repos 1.29%
T-Bills 1.24%
Net Curr Ass/Net Receivables -0.56%

Advance Ratio

-1.05
Alpha
3.13
SD
0.75
Beta
0.51
Sharpe

Exit Load

Exit Load If redeemed/swich out before 12 months from the date of allotment: - For 10% of investment : Nil - For remaining investment : 1% 1.00% - If redeemed/switched out on or before 12 months from the date of allotment NIL - If redeemed/switch out after 12 months from the date of allotment.

Fund Objective

To generate long term capital appreciation along with current income by investing in a mix of Equity and Equity related Instruments, debt Instruments and money market instruments. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Fund Managers

Ashish Naik - Funds and Content Listing - Fund Manager

With 14 years of work experience, Mr Ashish Naik handles Funds and Content Listing at Axis Mutual Fund. His current designation is Fund Manager of Equity, Axis Asset Management Ltd. He joined Axis AMC in August 2009 as AVP – Research Analyst and was promoted to Assistant Fund Manager in 2016 and Fund Manager in June 2018. Before joining Axis AMC, Mr Naik worked with Goldman Sachs as Sell-side Equity Research Analyst and Hexaware Technologies as Software Engineer.

Mr Ashish Naik’s educational qualifications include PGDBM (Finance and Marketing) from XLRI Jamshedpur, Financial Risk Management (FRM) from Global Association of Risk Professionals (GARP), and BE (Computer Engineering) from the University of Mumbai. Mr Nail also has a certificate in Chartered Financial Analyst (CFA Institute). His areas of interest include valuation, financial modelling, equity research, financial analysis, corporate finance, etc.

Mr Ashish Naik currently manages eleven (11) schemes at Axis Mutual Fund, including Axis Triple Advantage Fund, Axis Arbitrage Fund, Axis Special Situations Fund, Axis Quant Fund,  Axis NIFTY 100 Index Fund, etc.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Axis Mutual Fund
AUM:
2,63,225 Cr
Address:
Axis House, 1st Floor,C-2, Wadia international centre,Pandurang Budhkar Marg, Worli, Mumbai - 400025
Contact:
022-43255161
Email ID:
customerserivce@axismf.com

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Frequently Asked Questions

How to invest in AXIS Equity Hybrid Fund – Direct Growth ?

You can invest in AXIS Equity Hybrid Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for AXIS Equity Hybrid Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of AXIS Equity Hybrid Fund – Direct Growth ?

The NAV of AXIS Equity Hybrid Fund – Direct Growth is ₹18.8 as of 22 February 2024.

How to redeem AXIS Equity Hybrid Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of AXIS Equity Hybrid Fund – Direct Growth?

The minimum SIP amount of AXIS Equity Hybrid Fund – Direct Growth is ₹100

What are the top sectors AXIS Equity Hybrid Fund – Direct Growth has invested in?

The top sectors AXIS Equity Hybrid Fund – Direct Growth has invested in are
  1. Debt - 24.05%
  2. Banks - 12.66%
  3. Finance - 7.54%
  4. IT-Software - 7.4%
  5. Retailing - 6.47%

Can I make investments in both the SIP and Lump Sum schemes of AXIS Equity Hybrid Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of AXIS Equity Hybrid Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have AXIS Equity Hybrid Fund – Direct Growth generated ?

The AXIS Equity Hybrid Fund – Direct Growth has delivered 12% since inception

What is the expense ratio of AXIS Equity Hybrid Fund – Direct Growth ?

The expense ratio of AXIS Equity Hybrid Fund – Direct Growth is 0.97 % as of 22 February 2024.

What is the AUM of AXIS Equity Hybrid Fund – Direct Growth?

The AUM of AXIS Equity Hybrid Fund – Direct Growth is ₹2,63,225 Cr as of 22 February 2024

What are the top stock holdings of AXIS Equity Hybrid Fund – Direct Growth?

The top stock holdings of AXIS Equity Hybrid Fund – Direct Growth are
  1. ICICI Bank - 5.7%
  2. HDFC Bank - 4.6%
  3. Bajaj Finance - 3.82%
  4. Avenue Super. - 3.68%
  5. Infosys - 3.36%

How can I redeem my investments in AXIS Equity Hybrid Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select AXIS Equity Hybrid Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now