Axis Equity Hybrid Fund Regular Dividend-0.09%

1.08%
1 Year Return
Balanced
Balanced
3.0star
6M
1Y
All

Fund Details

Axis Equity Hybrid Fund Regular Dividend

RiskModerately High
Min SIP Amount₹1000
Expense Ratio2.16%
NAV11.23 (29 Oct 2020)
Fund Started09 Aug 2018
Fund Size1,551 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Axis Equity Hybrid Fund Regular Dividend
1.1%
NA
NA
5.4%
Category Average
1.4%
2.3%
6.8%
-
Rank within category
22
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    0
    with 1.1% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity6.5%
    State Bank of IndiaFinancialNCD5.3%
    HDFC Bank Ltd.FinancialEquity5.3%
    Tata Consultancy Services Ltd.TechnologyEquity4.5%
    Bajaj Finance Ltd.FinancialEquity4.3%
    Infosys Ltd.TechnologyEquity4.3%
    Kotak Mahindra Bank Ltd.FinancialEquity4.2%
    Housing Development Finance Corpn. Ltd.FinancialEquity3.5%
    ICICI Bank Ltd.FinancialEquity3.3%
    Hindustan Unilever Ltd.FMCGEquity3.2%
    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
    addAshish Naik
    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.
    Funds Managed

    Axis Equity Hybrid Fund Regular Dividend Details

    Axis Equity Hybrid Fund Regular Dividend is a Balanced Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 09 Aug 2018. R Sivakumar, Shreyash Devalkar, Ashish Naik is the Current Fund Manager of Axis Equity Hybrid Fund Regular Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹1,551 Cr and the Latest NAV as of 29 Oct 2020 is ₹11.23.

    The Axis Equity Hybrid Fund Regular Dividend is rated Moderately 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.

    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, debt Instruments and money market instruments.

    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
    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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