AXIS Equity Hybrid Fund

Hybrid | Aggressive Hybrid Funds
 | 3
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹ 1,000 ₹ 5,000 0.95 % 3★ ₹ 1,928 4 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹ 1,000 ₹ 5,000 0.95 %
Min SIP Min Lumpsum Expense Ratio
3★ ₹ 1,928 Cr 4 Years
Rating Fund Size Fund Age

Scheme 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.

Scheme Performance

Returns and Ranks ( as on 04 October 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns -3.4% 13% - 11.6%
Category Average -0.8% 16.8% 14.2% -

Scheme Allocation

Holding
Sector
Asset
Bajaj Finance
6.39%
ICICI Bank
6.05%
Avenue Super.
5.36%
Infosys
4.56%
TCS
4.29%
Others
73.35%
Debt
25.31%
Finance
13.32%
Banks
12.83%
Retailing
7.57%
Petroleum Products
4%
Others
36.98%
Equity
73.46%
Govt Securities / Sovereign
11.34%
Corporate Debentures
8.54%
Reverse Repos
4.24%
Net Curr Ass/Net Receivables
2.49%

Fund House and Investment Objective

Axis Mutual Fund

AXIS Equity Hybrid Fund

Fund Manager
Ashish Naik

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.

Advance Ratio

-0 0.8 0.7 -0
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

AMC Contact Details

Axis Mutual Fund
AUM:
2,46,126 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

You can invest in AXIS Equity Hybrid Fund 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 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"
The AXIS Equity Hybrid Fund has delivered 11.6% since inception
The NAV of AXIS Equity Hybrid Fund is ₹16 as of 04 October 2022.
The expense ratio of AXIS Equity Hybrid Fund is 0.95 % as of 04 October 2022.
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”.
Invest Now