Axis Equity Hybrid Fund Regular IDCW

Hybrid
Aggressive Hybrid
Very High Risk
Payout
12.40%
3Y annualised
+1.48% 1D
1M
6M
1Y
3Y
All
NAV: 04 Oct 2022₹12.67
Min. SIP amountNot Supported
Rating3
Fund size₹1,928.26Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA-4.5%12.4%10.4%
Category averageNA-0.4%14.6%NA
Rank with in categoryNA4130NA
Understand terms

Holdings (64)

NameSectorInstrumentAssets
Bajaj Finance Ltd.FinancialEquity6.4%
ICICI Bank Ltd.FinancialEquity6.0%
Avenue Supermarts Ltd.ServicesEquity5.4%
Infosys Ltd.TechnologyEquity4.6%
Tata Consultancy Services Ltd.TechnologyEquity4.3%
Housing Development Finance Corpn. Ltd.FinancialEquity4.2%
GOISovereignGOI Sec4.2%
Reliance Industries Ltd.EnergyEquity4.1%
Kotak Mahindra Bank Ltd.FinancialEquity4.0%
GOI
SovereignGOI Sec3.4%
See All

Expense ratio, exit load and tax

Expense ratio: 2.13%

Inclusive of GST

Exit load

For units more than 10% of the allotted, an exit load of 1% will be charged if redeemed within 12 months.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

R Sivakumar
Jul 2018 - Present
View details

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 BNP Paribas Mutual Fund, Sundaram Mutual Fund (2001-2004), HDFC Mutual Fund and ITC Threadneedle.
Also manages these schemes

Ashish Naik
Jul 2018 - Present
View details

Education
Mr. Naik is a B.E from Mumbai University and MBA from XLRI, Jamshedpur.
Experience
Prior to joining Axis Mutual Fund he was associated with organizations such as Goldman Sachs and has over 7 years of experience as an Equity Analyst.
Also manages these schemes

Kaustubh Sule
Nov 2021 - Present
View details

Education
Mr. Sule is a B.E. (Computer Engineering) & MBA (Finance)
Experience
Prior to joining Axis Asset Management Company Ltd., he has worked with HDFC Standard Life Insurance Company Ltd., Reliance Life Insurance Company Ltd., Union Bank of India, Hexaware Technologies Ltd.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
"Axis House" - 1st Floor,C-2 - Wadia International Centre,Pandurang Budhkar Marg , Worli, Mumbai 400025
Phone
022-24255161
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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