| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 2.16% |
| NAV | ₹11.13 (30 Oct 2020) |
|---|---|
| Fund Started | 16 Aug 2018 |
| Fund Size | ₹1,551 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 6.5% |
| State Bank of India | Financial | NCD | 5.3% |
| HDFC Bank Ltd. | Financial | Equity | 5.3% |
| Tata Consultancy Services Ltd. | Technology | Equity | 4.5% |
| Bajaj Finance Ltd. | Financial | Equity | 4.3% |
| Infosys Ltd. | Technology | Equity | 4.3% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 4.2% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 3.5% |
| ICICI Bank Ltd. | Financial | Equity | 3.3% |
| Hindustan Unilever Ltd. | FMCG | Equity | 3.2% |
Axis Equity Hybrid Fund Regular Dividend Monthly is a Balanced Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 16 Aug 2018. R Sivakumar, Ashish Naik is the Current Fund Manager of Axis Equity Hybrid Fund Regular Dividend Monthly fund.The fund currently has an Asset Under Management(AUM) of ₹1,551 Cr and the Latest NAV as of 30 Oct 2020 is ₹11.13.
The Axis Equity Hybrid Fund Regular Dividend Monthly 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.
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.