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
Payout
19.93%
3Y annualised
-0.06% 1D
1M
6M
1Y
3Y
All
 NAV: 21 Oct 2021₹14.68
Min. SIP amountNA
Rating4star
Fund size₹1,868.13 Cr
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
6M1Y3YAll
Fund returnsNA42.9%19.9%15.9%
Category averageNA42.2%12.7%NA
Rank with in categoryNA299NA
Understand termsinfo
Holdings (67)NameSectorInstrumentAssets
Tata Consultancy Services Ltd.
TechnologyEquity5.7%
Infosys Ltd.
TechnologyEquity5.6%
Bajaj Finance Ltd.
FinancialEquity5.5%
Avenue Supermarts Ltd.
ServicesEquity4.8%
HDFC Bank Ltd.
FinancialEquity4.7%
ICICI Bank Ltd.
FinancialEquity4.7%
Kotak Mahindra Bank Ltd.
FinancialEquity4.2%
Reliance Industries Ltd.
EnergyEquity3.9%
Housing Development Finance Corpn. Ltd.
FinancialEquity3.7%
NTPC Ltd.
EnergyDebenture2.4%
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. 
Past expense ratio & exit load
Expense ratio
Exit load
30 Sep 2021 - Present
2.26%
31 Aug 2021 - 30 Sep 2021
2.17%
31 Jul 2021 - 31 Aug 2021
2.14%
30 Jun 2021 - 31 Jul 2021
2.17%
31 May 2021 - 30 Jun 2021
2.17%
30 Apr 2021 - 31 May 2021
2.14%
31 Mar 2021 - 30 Apr 2021
2.07%
28 Feb 2021 - 31 Mar 2021
2.15%
31 Jan 2021 - 28 Feb 2021
2.09%
31 Dec 2020 - 31 Jan 2021
2.09%
30 Nov 2020 - 31 Dec 2020
2.16%
31 Oct 2020 - 30 Nov 2020
2.16%
30 Sep 2020 - 31 Oct 2020
2.11%
31 Aug 2020 - 30 Sep 2020
2.17%
31 Jul 2020 - 31 Aug 2020
2.17%
30 Jun 2020 - 31 Jul 2020
2.17%
31 May 2020 - 30 Jun 2020
2.16%
30 Apr 2020 - 31 May 2020
2.10%
31 Mar 2020 - 30 Apr 2020
1.81%
29 Feb 2020 - 31 Mar 2020
2.05%
31 Jan 2020 - 29 Feb 2020
2.07%
31 Dec 2019 - 31 Jan 2020
2.06%
30 Nov 2019 - 31 Dec 2019
2.05%
31 Oct 2019 - 30 Nov 2019
2.03%
30 Sep 2019 - 31 Oct 2019
2.21%
31 Aug 2019 - 30 Sep 2019
2.18%
31 Jul 2019 - 31 Aug 2019
2.18%
30 Jun 2019 - 31 Jul 2019
2.28%
31 May 2019 - 30 Jun 2019
2.26%
30 Apr 2019 - 31 May 2019
2.26%
31 Mar 2019 - 30 Apr 2019
1.97%
28 Feb 2019 - 31 Mar 2019
2.27%
31 Jan 2019 - 28 Feb 2019
2.27%
31 Dec 2018 - 31 Jan 2019
2.27%
30 Nov 2018 - 31 Dec 2018
2.27%
31 Oct 2018 - 30 Nov 2018
2.30%
30 Sep 2018 - 31 Oct 2018
2.55%
31 Aug 2018 - 30 Sep 2018
2.55%
Expense ratio, exit load and taxExpense ratio: 2.26%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
Check past data
Minimum investment amountsMin. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA
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 Balanced Advantage Fund Direct Growth
Axis Balanced Advantage Fund Direct IDCW
Axis Balanced Advantage Fund Regular Growth
Axis Balanced Advantage 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 FoF Direct Growth
Axis All Seasons Debt FoF Regular Growth
Axis All Seasons Debt FoF Direct IDCW Monthly
Axis All Seasons Debt FoF Regular IDCW Monthly
Axis All Seasons Debt FoF Regular IDCW Half Yearly
Axis All Seasons Debt FoF Regular IDCW Yearly
Axis Global Equity Alpha FoF Direct Growth
Axis Global Equity Alpha FoF Regular  Growth
Axis Global Equity Alpha FoF Direct IDCW
Axis Global Equity Alpha FoF 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 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 21 Oct 2021 is ₹14.68.
The Axis Equity Hybrid Fund Regular IDCW is rated Very High risk. Minimum SIP Investment is set to 1000. 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 Index
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
Compare funds
Axis Equity Hybrid Fund Regular IDCW
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	6M	1Y	3Y	All
Fund returns	NA	42.9%	19.9%	15.9%
Category average	NA	42.2%	12.7%	NA
Rank with in category	NA	29	9	NA
Name	Sector	Instrument	Assets
Tata Consultancy Services Ltd.	Technology	Equity	5.7%
Infosys Ltd.	Technology	Equity	5.6%
Bajaj Finance Ltd.	Financial	Equity	5.5%
Avenue Supermarts Ltd.	Services	Equity	4.8%
HDFC Bank Ltd.	Financial	Equity	4.7%
ICICI Bank Ltd.	Financial	Equity	4.7%
Kotak Mahindra Bank Ltd.	Financial	Equity	4.2%
Reliance Industries Ltd.	Energy	Equity	3.9%
Housing Development Finance Corpn. Ltd.	Financial	Equity	3.7%
NTPC Ltd.	Energy	Debenture	2.4%
Rating	4
Fund size	₹1,868.13 Cr