AXIS Equity Hybrid Fund

Hybrid · Aggressive Hybrid
 · ★★
1,000
Min SIP
500
Min Lumpsum
0.85 %
Expense Ratio
★★
Rating
1,706
Fund Size (in Cr)
5 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 01 June 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 7.7% 17.9% - 10.8%
Category Average 14.1% 24.8% 13.5% -

Scheme Allocation

By Holding
By Sector
By Asset
H D F C
6.05%
Bajaj Finance
5.95%
ICICI Bank
5.66%
TCS
4.73%
Avenue Super.
4.69%
Others
72.92%
Debt
24.55%
Banks
14.14%
Finance
14.07%
IT-Software
8.14%
Retailing
6.06%
Others
33.04%
Equity
73.97%
Corporate Debentures
9.82%
Govt Securities / Sovereign
7.77%
Commercial Paper
2.1%
Debt & Others
1.87%
Others
4.47%

Advance Ratio

-0.02
Alpha
3.58
SD
0.76
Beta
0.4
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:
2,42,183 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 ?

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"

What is the NAV of AXIS Equity Hybrid Fund ?

The NAV of AXIS Equity Hybrid Fund is ₹16.3 as of 01 June 2023.

How to redeem AXIS Equity Hybrid Fund 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?

The minimum SIP amount of AXIS Equity Hybrid Fund is ₹1000

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

The top sectors AXIS Equity Hybrid Fund has invested in are
  1. H D F C - 6.05%
  2. Bajaj Finance - 5.95%
  3. ICICI Bank - 5.66%
  4. TCS - 4.73%
  5. Avenue Super. - 4.69%

How much returns have AXIS Equity Hybrid Fund generated ?

The AXIS Equity Hybrid Fund has delivered 10.8% since inception

What is the expense ratio of AXIS Equity Hybrid Fund ?

The expense ratio of AXIS Equity Hybrid Fund is 0.85 % as of 01 June 2023.

What is the AUM of AXIS Equity Hybrid Fund?

The AUM of AXIS Equity Hybrid Fund is ₹2,42,183 Cr as of 01 June 2023

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

The top stock holdings of AXIS Equity Hybrid Fund are
  1. H D F C - 6.05%
  2. Bajaj Finance - 5.95%
  3. ICICI Bank - 5.66%
  4. TCS - 4.73%
  5. Avenue Super. - 4.69%
Invest Now