Fund Details
Axis Equity Hybrid Fund Regular Dividend
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 2.09% |
| NAV | ₹12.78 (27 Jan 2021) |
|---|---|
| Fund Started | 09 Aug 2018 |
| Fund Size | ₹1,649 Cr |
Returns
Comparison
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Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 6.1% |
| Bajaj Finance Ltd. | Financial | Equity | 5.8% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 5.5% |
| Infosys Ltd. | Technology | Equity | 5.1% |
| Reliance Industries Ltd. | Energy | Equity | 5.1% |
| Tata Consultancy Services Ltd. | Technology | Equity | 5.0% |
| ICICI Bank Ltd. | Financial | Equity | 4.4% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 4.1% |
| Avenue Supermarts Ltd. | Services | Equity | 3.5% |
| Food Corporation of India | FMCG | Debenture | 3.3% |
Fund Managers
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 ₹1,649 Cr and the Latest NAV as of 27 Jan 2021 is ₹12.78.
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.
