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Axis Equity Hybrid Fund Regular Growth

Hybrid
Aggressive Hybrid
Very High Risk
20.54%
3Y annualised
-0.31% 1D
1M
6M
1Y
3Y
All
NAV: 19 Oct 2021₹16.28
Min. SIP amountNA
Rating4star
Fund size₹1,868.13 Cr

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA45.4%20.5%16.5%
Category averageNA42.2%12.7%NA
Rank with in categoryNA289NA
Understand termsinfo

Holdings (67)

NameSectorInstrumentAssets
TechnologyEquity5.7%
TechnologyEquity5.6%
FinancialEquity5.5%
ServicesEquity4.8%
FinancialEquity4.7%
FinancialEquity4.7%
FinancialEquity4.2%
EnergyEquity3.9%
FinancialEquity3.7%
EnergyDebenture2.4%
See All

Expense ratio, exit load and tax

Expense ratio: 2.26%

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

NA

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

R Sivakumar
Jul 2018 - Present
View details
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Ashish Naik
Jul 2018 - Present
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Fund house & investment objective

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Fund house contact details

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