Axis Equity Hybrid Fund Direct Growth0.00%

2Groww
3.43%
1 Year Return
Hybrid
Aggressive
2.0 star
6M
1Y
All

Fund Details

Axis Equity Hybrid Fund Direct Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio0.58%
NAV10.4 (19 Aug 2019)
Fund Started09 Aug 2018
Fund Size2,049 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Axis Equity Hybrid Fund Direct Growth
3.4%
NA
NA
3.5%
Category Average
-3.5%
6.3%
9.1%
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    30
    with 3.4% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity6.6%
    Kotak Mahindra Bank Ltd.FinancialEquity6.5%
    Tata Consultancy Services Ltd.TechnologyEquity5.5%
    National Bank For Agriculture & Rural DevelopmentFinancialDebenture5.3%
    Bajaj Finance Ltd.FinancialEquity4.9%
    Housing Development Finance Corpn. Ltd.FinancialEquity4.5%
    ICICI Bank Ltd.FinancialEquity4.2%
    Reliance Industries Ltd.EnergyEquity3.5%
    Avenue Supermarts Ltd.ServicesEquity3.4%
    Infosys Ltd.TechnologyEquity3.2%
    See All

    Fund Managers

    addR Sivakumar
    Education
    Mr. Sivakumar is a B.Tech from IIT Madras and MBA from IIM Ahmedabad.
    Experience
    Prior to joining Axis AMC he has worked with Fortis Investment Management Ltd. Sundaram Mutual Fund (2001-2004), Zurich India and ITC Threadneedle.
    Funds Managed

    Other Details

    Axis Equity Hybrid Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was introduced to investors on 09 Aug 2018. R Sivakumar, Shreyash Devalkar, Ashish Naik is the Current Fund Manager of Axis Equity Hybrid Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹2,049 Cr and the Latest NAV as of 19 Aug 2019 is ₹10.4.

    The Axis Equity Hybrid Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 5000. For units more than 10% of the allotted, an exit load of 1% will be charged if redeemed within 12 months..

    Investment 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.

    Tax Implications

    Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹100
    Min for Second Investment
    For units more than 10% of the allotted, an exit load of 1% will be charged if redeemed within 12 months.
    Exit Load

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    About Axis Mutual Fund

    Address
    Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai 400025
    Phone
    022-43255161
    Launch Date
    03 Sep 2009
    Axis Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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