Name: Axis Equity Hybrid Fund Regular IDCW
Brand: Axis Mutual Fund

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Axis Equity Hybrid Fund Regular IDCW
Hybrid
Aggressive Hybrid
Very High Risk
38.00%
1Y return
-0.07% 1D
1M
6M
1Y
All
NAV: 05 Aug 2021₹13.52
Min. SIP Amount₹1,000
Rating3star
Fund Size₹1,670.70 Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹0 (0.00%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns38.0%NANA13.9%
Category average42.2%12.7%12.2%NA
Rank with in category31NANANA
Understand termsinfo
Holdings (62)NameSectorInstrumentAssets
Infosys Ltd.TechnologyEquity5.9%
Tata Consultancy Services Ltd.TechnologyEquity5.5%
Bajaj Finance Ltd.FinancialEquity5.3%
HDFC Bank Ltd.FinancialEquity5.1%
ICICI Bank Ltd.FinancialEquity4.7%
Avenue Supermarts Ltd.ServicesEquity4.2%
Kotak Mahindra Bank Ltd.FinancialEquity3.8%
Housing Development Finance Corpn. Ltd.FinancialEquity3.7%
Reliance Industries Ltd.EnergyEquity3.6%
Maruti Suzuki India Ltd.AutomobileEquity2.6%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Expense ratio, exit load and taxExpense ratio: 2.17%Inclusive of GST
Exit loadFor units more than 10% of the allotted, an exit load of 1% will be charged if redeemed within 12 months.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationNA
Understand termsinfo
Minimum investment amountsMin. for 1st investment₹5,000
Min. for 2nd investment onwards₹100
Min. for SIP₹1,000
Fund managementR Sivakumar
Jul 2018 - Present
View Details
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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
Axis Triple Advantage Fund Growth
Axis Triple Advantage Fund IDCW
Axis Dynamic Bond Fund Growth
Axis Dynamic Bond Fund IDCW Quarterly
Axis Dynamic Bond Fund IDCW Half Yearly
Axis Capital Protection Oriented Fund Series 5 Growth
Axis Capital Protection Oriented Fund Series 5 IDCW
Axis Dynamic Bond Direct Fund IDCW Half Yearly
Axis Dynamic Bond Direct Fund Growth
Axis Dynamic Bond Direct Fund IDCW Quarterly
Axis Triple Advantage Direct Plan IDCW
Axis Triple Advantage Direct Plan Growth
Axis Equity Saver Fund Direct Growth
Axis Equity Saver Fund Direct IDCW Monthly
Axis Equity Saver Fund Regular Growth
Axis Equity Saver Fund Regular IDCW Monthly
Axis Equity Saver Fund Direct IDCW Quarterly
Axis Equity Saver Fund Regular IDCW Quarterly
Axis Children's Gift Fund Regular Compulsory Lock In Growth
Axis Children's Gift Fund Regular Compulsory Lock In IDCW
Axis Children's Gift Fund Regular No Lock In IDCW
Axis Children's Gift Fund Direct Compulsory Lock In Growth
Axis Children's Gift Fund Direct No Lock In IDCW
Axis Children's Gift Fund Direct No Lock In Growth
Axis Children's Gift Fund Direct Compulsory Lock In IDCW
Axis Children's Gift Fund Regular No Lock In Growth
Axis Equity Saver Fund Direct IDCW
Axis Equity Saver Fund Regular IDCW
Axis Dynamic Equity Fund Direct Growth
Axis Dynamic Equity Fund Direct IDCW
Axis Dynamic Equity Fund Regular Growth
Axis Dynamic Equity Fund Regular IDCW
Axis Equity Hybrid Fund Regular Growth
Axis Equity Hybrid Fund Direct Growth
Axis Equity Hybrid Fund Direct IDCW
Axis Equity Hybrid Fund Regular IDCW
Axis Equity Hybrid Fund Direct IDCW Monthly
Axis Equity Hybrid Fund Regular IDCW Monthly
Axis Retirement Savings Fund Aggressive Plan Direct IDCW
Axis Retirement Savings Fund Aggressive Plan Regular Growth
Axis Retirement Savings Fund Aggressive Plan Regular IDCW
Axis Retirement Savings Fund Aggressive Plan Direct Growth
Axis Retirement Savings Fund Dynamic Plan Direct Growth
Axis Retirement Savings Fund Dynamic Plan Regular Growth
Axis Retirement Savings Fund Dynamic Plan Regular IDCW
Axis Retirement Savings Fund Conservative Plan Direct Growth
Axis Retirement Savings Fund Conservative Plan Direct IDCW
Axis Retirement Savings Fund Conservative Plan Regular Growth
Axis Retirement Savings Fund Conservative Plan Regular IDCW
Axis All Seasons Debt Fund of Funds Direct Growth
Axis All Seasons Debt Fund of Funds Regular Growth
Axis All Seasons Debt Fund of Funds Direct IDCW Monthly
Axis All Seasons Debt Fund of Funds Regular IDCW Monthly
Axis All Seasons Debt Fund of Funds Regular IDCW Half Yearly
Axis All Seasons Debt Fund of Funds Regular IDCW Yearly
Axis Global Equity Alpha Fund of Fund Direct Growth
Axis Global Equity Alpha Fund of Fund Regular Growth
Axis Global Equity Alpha Fund of Fund Direct IDCW
Axis Global Equity Alpha Fund of Fund Regular IDCW
Ashish Naik
Jul 2018 - Present
View Details
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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
Axis Regular Saver Fund Growth
Axis Regular Saver Fund IDCW Quarterly
Axis Regular Saver Fund IDCW Half Yearly
Axis Regular Saver Fund IDCW Yearly
Axis Triple Advantage Fund Growth
Axis Triple Advantage Fund IDCW
Axis Capital Protection Oriented Fund Series 5 Growth
Axis Capital Protection Oriented Fund Series 5 IDCW
Axis Regular Saver Fund Direct IDCW Yearly
Axis Regular Saver Fund Direct IDCW Quarterly
Axis Regular Saver Fund Direct Growth
Axis Triple Advantage Direct Plan IDCW
Axis Triple Advantage Direct Plan Growth
Axis Hybrid Fund Series 5 Regular Growth
Axis Hybrid Fund Series 5 Regular IDCW
Axis Hybrid Fund Series 6 Regular Growth
Axis Hybrid Fund Series 7 Regular Growth
Axis Hybrid Fund Series 26 Regular IDCW
Axis Hybrid Fund Series 26 Regular Growth
Axis Hybrid Fund Series 27 Regular Growth
Axis Hybrid Fund Series 28 Regular Growth
Axis Children's Gift Fund Regular Compulsory Lock In Growth
Axis Children's Gift Fund Regular Compulsory Lock In IDCW
Axis Children's Gift Fund Regular No Lock In IDCW
Axis Children's Gift Fund Direct Compulsory Lock In Growth
Axis Children's Gift Fund Direct No Lock In IDCW
Axis Children's Gift Fund Direct No Lock In Growth
Axis Children's Gift Fund Direct Compulsory Lock In IDCW
Axis Children's Gift Fund Regular No Lock In Growth
Axis Hybrid Fund Series 29 Regular Growth
Axis Hybrid Fund Series 30 Regular Growth
Axis Hybrid Fund Series 30 Direct Growth
Axis Hybrid Fund Series 30 Regular IDCW
Axis Hybrid Fund Series 31 Regular Growth
Axis Hybrid Fund Series 32 Direct IDCW
Axis Hybrid Fund Series 32 Direct Growth
Axis Hybrid Fund Series 32 Regular Growth
Axis Hybrid Fund Series 33 Regular IDCW
Axis Hybrid Fund Series 33 Regular Growth
Axis Hybrid Fund Series 35 Regular Growth
Axis Nifty ETF Regular Growth
Axis Capital Builder Fund Series 1 (1540 Days) Regular Growth
Axis Capital Builder Fund Series 1 (1540 Days) Direct Growth
Axis Capital Builder Fund Series 1 (1540 Days) Regular IDCW
Axis Equity Hybrid Fund Regular Growth
Axis Equity Hybrid Fund Direct Growth
Axis Equity Hybrid Fund Direct IDCW
Axis Equity Hybrid Fund Regular IDCW
Axis Equity Hybrid Fund Direct IDCW Monthly
Axis Equity Hybrid Fund Regular IDCW Monthly
Axis Nifty 100 Index Fund Regular Growth
Axis Nifty 100 Index Fund Direct Growth
Axis Nifty 100 Index Fund Regular IDCW
Axis Nifty 100 Index Fund Direct IDCW
Fund house & investment objective
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Axis Mutual Fund
Rank (total assets)#7 in India
Total AUM1,94,434.19 Cr
Date of Incorporation04 Sep 2009
Axis Equity Hybrid Fund Regular IDCW is a Hybrid Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 04 Se
Axis Equity Hybrid Fund Regular IDCW is a Hybrid Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 04 Sep 2009. R Sivakumar, Shreyash Devalkar, Ashish Naik is the Current Fund Manager of Axis Equity Hybrid Fund Regular IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹1,94,434 Cr and the Latest NAV as of 05 Aug 2021 is ₹13.52.
The Axis Equity Hybrid Fund Regular IDCW is rated Very 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....Read more
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, 
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.
...Read more
Fund benchmarkCRISIL Hybrid 35+65 Aggressive
descriptionScheme Information Document(SID)
Fund house contact details
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Address
Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai 400025
Phone
022-43255161
Launch Date
04 Sep 2009
E-mail
[email protected]
Website
NA
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,
Email
[email protected]
Website
www.karvymfs.com
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	1Y	3Y	5Y	All
Fund returns	38.0%	NA	NA	13.9%
Category average	42.2%	12.7%	12.2%	NA
Rank with in category	31	NA	NA	NA

Name	Sector	Instrument	Assets
Infosys Ltd.	Technology	Equity	5.9%
Tata Consultancy Services Ltd.	Technology	Equity	5.5%
Bajaj Finance Ltd.	Financial	Equity	5.3%
HDFC Bank Ltd.	Financial	Equity	5.1%
ICICI Bank Ltd.	Financial	Equity	4.7%
Avenue Supermarts Ltd.	Services	Equity	4.2%
Kotak Mahindra Bank Ltd.	Financial	Equity	3.8%
Housing Development Finance Corpn. Ltd.	Financial	Equity	3.7%
Reliance Industries Ltd.	Energy	Equity	3.6%
Maruti Suzuki India Ltd.	Automobile	Equity	2.6%

Min. for 1st investment	₹5,000
Min. for 2nd investment onwards	₹100

Rating	3
Fund Size	₹1,670.70 Cr