Axis Equity Hybrid Fund Regular Dividend-0.09%

3Groww
15.79%
1 Year Return
Balanced
Balanced
3.0 star
6M
1Y
All

Fund Details

Axis Equity Hybrid Fund Regular Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.03%
NAV11.07 (21 Nov 2019)
Fund Started09 Aug 2018
Fund Size1,829 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Axis Equity Hybrid Fund Regular Dividend
15.8%
NA
NA
8.2%
Category Average
0.5%
6.2%
7.7%
-
Rank within category
3
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    0
    with 15.8% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity6.4%
    Kotak Mahindra Bank Ltd.FinancialEquity6.2%
    Bajaj Finance Ltd.FinancialEquity6.0%
    Tata Consultancy Services Ltd.TechnologyEquity5.6%
    National Bank For Agriculture & Rural DevelopmentFinancialDebenture4.7%
    Housing Development Finance Corpn. Ltd.FinancialEquity4.4%
    Avenue Supermarts Ltd.ServicesEquity4.0%
    ICICI Bank Ltd.FinancialEquity3.5%
    Reliance Industries Ltd.EnergyEquity3.0%
    Larsen & Toubro Ltd.ConstructionEquity2.8%
    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 BNP Paribas Mutual Fund, Sundaram Mutual Fund (2001-2004), HDFC Mutual Fund and ITC Threadneedle.
    Funds Managed

    Other Details

    Axis Equity Hybrid Fund Regular Dividend is a Balanced 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 Regular Dividend.The fund currently has an Asset Under Management(AUM) of ₹1,829 Cr and the Latest NAV as of 21 Nov 2019 is ₹11.07.

    The Axis Equity Hybrid Fund Regular Dividend is rated Moderately High risk. Minimum SIP Investment is 500. 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

    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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