Axis Equity Hybrid Fund Regular IDCW

Hybrid
Aggressive Hybrid
Very High Risk
Payout
14.16%
3Y annualised
-0.74% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 21 Sep 2023₹12.39
Min. SIP amountNot Supported
Rating2
Fund size₹1,692.41Cr

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
1Y3Y5YAll
Fund returns5.2%14.2%10.6%9.7%
Category average12.4%18.8%11.9%NA
Rank with in category393523NA
Understand terms

Holdings (75)

NameSectorInstrumentAssets
FinancialEquity5.7%
FinancialEquity5.4%
FinancialEquity5.4%
ServicesEquity4.7%
TechnologyEquity4.2%
EnergyEquity4.1%
TechnologyEquity3.0%
FinancialEquity2.8%
ChemicalsEquity2.7%
ConstructionEquity2.0%
See All

Expense ratio, exit load and tax

Expense ratio: 2.11%

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

Aditya Pagaria
Feb 2023 - Present
View details

Education
Mr. Pagaria is a Bachelor in Management Studies and holds a Post Graduate Diploma in Business Management from Institute Of Technology And Management, SK Somaiya College.
Experience
Prior to joining Axis AMC he was associated with ICICI Prudential AMC (Nov 2011-Jul 2016) as Fund Manager - Fixed Income Operations.
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

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
E-mail
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,

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