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Axis Equity Hybrid Fund Direct Growth-0.52%

17.16%
1 Year Return
Hybrid
Aggressive
2.0star
6M
1Y
All

Fund Details

Axis Equity Hybrid Fund Direct Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio0.74%
NAV₹13.42 (25 Jan 2021)
Fund Started09 Aug 2018
Fund Size1,649 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
17.2%
-
-
13.2%
Category Average
15.8%
6.2%
11.7%
-
Rank Within Category
22
-
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount1,000
Amount Per Month₹5,000
Would have become
0
with 17.2% returns per annum

Comparison

Data not available
Pros
1. 1Y Returns are higher than the category average returns
Cons
1. Age is less than 3 years
2. Risk-adjusted returns are lower compared to the category

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity6.1%
Bajaj Finance Ltd.FinancialEquity5.8%
Kotak Mahindra Bank Ltd.FinancialEquity5.5%
Infosys Ltd.TechnologyEquity5.1%
Reliance Industries Ltd.EnergyEquity5.1%
Tata Consultancy Services Ltd.TechnologyEquity5.0%
ICICI Bank Ltd.FinancialEquity4.4%
Housing Development Finance Corpn. Ltd.FinancialEquity4.1%
Avenue Supermarts Ltd.ServicesEquity3.5%
Food Corporation of IndiaFMCGDebenture3.3%
See All

Fund Managers

R Sivakumar
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Ashish Naik
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Axis Equity Hybrid Fund Direct Growth Details

Axis Equity Hybrid Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 09 Aug 2018. R Sivakumar, Shreyash Devalkar, Ashish Naik is the Current Fund Manager of Axis Equity Hybrid Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,649 Cr and the Latest NAV as of 25 Jan 2021 is ₹13.42.

The Axis Equity Hybrid Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 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

The scheme seeks 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.

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
04 Sep 2009
Axis Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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