AXIS Equity Hybrid Fund – Direct Growth

Hybrid · Aggressive Hybrid
 · ★★
100
Min SIP
500
Min Lumpsum
0.91 %
Expense Ratio
★★
Rating
1,692
Fund Size (in Cr)
5 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 29 September 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 9.9% 16.3% 12.5% 11.3%
Category Average 18.2% 21.6% 13.9% -

Scheme Allocation

By Holding
By Sector
By Asset
5.45%
5.4%
TCS
4.19%
Others
74.53%
View all Holdings
Holdings Sector Instrument Asset
Bajaj Finance Finance Equity 5.69%
HDFC Bank Banks Equity 5.45%
ICICI Bank Banks Equity 5.4%
Avenue Super. Retail Equity 4.74%
TCS IT - Software Equity 4.19%
Reliance Industr Refineries Equity 4.14%
Infosys IT - Software Equity 3.01%
Kotak Mah. Bank Banks Equity 2.8%
P I Industries Agro Chemicals Equity 2.71%
Larsen & Toubro Infrastructure Developers & Operators Equity 2.05%
Sansera Enginee. Auto Ancillaries Equity 1.59%
Bajaj Finserv Finance Equity 1.5%
Tata Motors Automobile Equity 1.41%
K P R Mill Ltd Readymade Garments/ Apparells Equity 1.37%
Nestle India FMCG Equity 1.3%
Samvardh. Mothe. Auto Ancillaries Equity 1.29%
Clean Science Chemicals Equity 1.2%
Mankind Pharma Trading Equity 1.16%
Brigade Enterpr. Realty Equity 1.16%
Shree Cement Cement Equity 1.15%
Sumitomo Chemi. Agro Chemicals Equity 1.12%
Fine Organic Chemicals Equity 1.11%
Asian Paints Paints/Varnish Equity 1.09%
Divi's Lab. Pharmaceuticals Equity 1.09%
Uno Minda Auto Ancillaries Equity 1.03%
Motherson Wiring Auto Ancillaries Equity 1.02%
Apollo Hospitals Healthcare Equity 1.01%
Alkem Lab Pharmaceuticals Equity 0.93%
Vedant Fashions Retail Equity 0.9%
St Bk of India Banks Equity 0.87%
KFin Technolog. Miscellaneous Equity 0.86%
M & M Automobile Equity 0.84%
Aether Industri. Chemicals Equity 0.76%
Hind. Unilever FMCG Equity 0.74%
Can Fin Homes Finance Equity 0.73%
Jio Financial Finance Equity 0.7%
Data Pattern Electronics Equity 0.62%
FSN E-Commerce E-Commerce/App based Aggregator Equity 0.57%
SBFC Finance Finance Equity 0.46%
Netweb Technolog IT - Software Equity 0.45%
Godrej Consumer FMCG Equity 0.43%
Info Edg.(India) E-Commerce/App based Aggregator Equity 0.41%
Mphasis IT - Software Equity 0.36%
Suryoday Small Banks Equity 0.35%
Deepak Fertiliz. Chemicals Equity 0.35%
Tata Consumer Plantation & Plantation Products Equity 0.35%
Sundaram Finance Finance Equity 0.31%
Zomato Ltd E-Commerce/App based Aggregator Equity 0.27%
Team Lease Serv. Miscellaneous Equity 0.05%
J B Chem & Pharm Pharmaceuticals Equity 0.02%
Debt
27.32%
Banks
16.29%
Finance
9.25%
IT-Software
7.06%
Retailing
6.55%
Others
33.53%
View all Sectors
Sectors Asset
Debt 27.32%
Banks 16.29%
Finance 9.25%
IT-Software 7.06%
Retailing 6.55%
Auto Components 4.44%
Petroleum Products 4.26%
Others 3.56%
Pharmaceuticals & Biotech 3.28%
Fertilisers & Agrochemica 3.16%
Chemicals & Petrochemical 3.13%
Automobiles 2.13%
Construction 1.51%
Realty 1.39%
Food Products 1.3%
Cement & Cement Products 1.27%
Healthcare Services 1.13%
Textiles & Apparels 1.12%
Consumer Durables 1.1%
Diversified FMCG 0.74%
Capital Markets 0.72%
Agricultural Food & other 0.72%
Aerospace & Defense 0.64%
IT-Hardware 0.45%
Cash & Others -2.5%
Equity
73.11%
Corporate Debentures
16.48%
Govt Securities / Sovereign
3.58%
Derivatives
2.37%
Reverse Repos
2.35%
Others
2.11%
View all Assets
Assets Asset
Equity 73.11%
Corporate Debentures 16.48%
Govt Securities / Sovereign 3.58%
Derivatives 2.37%
Reverse Repos 2.35%
Debt & Others 1.87%
T-Bills 1.45%
Net Curr Ass/Net Receivables -1.17%

Advance Ratio

0.84
Alpha
3.42
SD
0.76
Beta
1.25
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:
2,48,980 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

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 ₹17.3 as of 29 September 2023.

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 - 27.32%
  2. Banks - 16.29%
  3. Finance - 9.25%
  4. IT-Software - 7.06%
  5. Retailing - 6.55%

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 11.3% 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 0.91 % as of 29 September 2023.

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

The AUM of AXIS Equity Hybrid Fund – Direct Growth is ₹2,48,980 Cr as of 29 September 2023

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. Bajaj Finance - 5.69%
  2. HDFC Bank - 5.45%
  3. ICICI Bank - 5.4%
  4. Avenue Super. - 4.74%
  5. TCS - 4.19%

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