Axis Equity Hybrid Fund Regular IDCW Monthly - Latest NAV[14.41], MF Performance & Returns 2022

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Axis Equity Hybrid Fund Regular IDCW Monthly
Hybrid
Aggressive Hybrid
Very High Risk
Payout
17.71%
3Y annualised
-1.25% 1D
1M
6M
1Y
3Y
All
 NAV: 21 Jan 2022₹14.41
Min. SIP amountNA
Rating4
Fund size₹1,884.42Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA21.1%17.7%14.3%
Category averageNA42.2%12.7%NA
Rank with in categoryNA229NA
Understand terms
Holdings (66)NameSectorInstrumentAssets
Infosys Ltd.
TechnologyEquity5.8%
Bajaj Finance Ltd.
FinancialEquity5.5%
Tata Consultancy Services Ltd.
TechnologyEquity5.4%
Avenue Supermarts Ltd.
ServicesEquity5.2%
ICICI Bank Ltd.
FinancialEquity5.1%
Kotak Mahindra Bank Ltd.
FinancialEquity4.0%
HDFC Bank Ltd.
FinancialEquity3.4%
Housing Development Finance Corpn. Ltd.
FinancialEquity3.4%
Reliance Industries Ltd.
EnergyEquity3.0%
Bajaj Finserv Ltd.
FinancialEquity2.2%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Dec 2021 - Present
2.16%
30 Nov 2021 - 31 Dec 2021
2.09%
31 Oct 2021 - 30 Nov 2021
2.09%
30 Sep 2021 - 31 Oct 2021
2.26%
31 Aug 2021 - 30 Sep 2021
2.17%
31 Jul 2021 - 31 Aug 2021
2.14%
30 Jun 2021 - 31 Jul 2021
2.17%
31 May 2021 - 30 Jun 2021
2.17%
30 Apr 2021 - 31 May 2021
2.14%
31 Mar 2021 - 30 Apr 2021
2.07%
28 Feb 2021 - 31 Mar 2021
2.15%
31 Jan 2021 - 28 Feb 2021
2.09%
31 Dec 2020 - 31 Jan 2021
2.09%
30 Nov 2020 - 31 Dec 2020
2.16%
31 Oct 2020 - 30 Nov 2020
2.16%
30 Sep 2020 - 31 Oct 2020
2.11%
31 Aug 2020 - 30 Sep 2020
2.17%
31 Jul 2020 - 31 Aug 2020
2.17%
30 Jun 2020 - 31 Jul 2020
2.17%
31 May 2020 - 30 Jun 2020
2.16%
30 Apr 2020 - 31 May 2020
2.10%
31 Mar 2020 - 30 Apr 2020
1.81%
29 Feb 2020 - 31 Mar 2020
2.05%
31 Jan 2020 - 29 Feb 2020
2.07%
31 Dec 2019 - 31 Jan 2020
2.06%
30 Nov 2019 - 31 Dec 2019
2.05%
31 Oct 2019 - 30 Nov 2019
2.03%
30 Sep 2019 - 31 Oct 2019
2.21%
31 Aug 2019 - 30 Sep 2019
2.18%
31 Jul 2019 - 31 Aug 2019
2.18%
30 Jun 2019 - 31 Jul 2019
2.28%
31 May 2019 - 30 Jun 2019
2.26%
30 Apr 2019 - 31 May 2019
2.26%
31 Mar 2019 - 30 Apr 2019
1.97%
28 Feb 2019 - 31 Mar 2019
2.27%
31 Jan 2019 - 28 Feb 2019
2.27%
31 Dec 2018 - 31 Jan 2019
2.27%
30 Nov 2018 - 31 Dec 2018
2.27%
31 Oct 2018 - 30 Nov 2018
2.30%
30 Sep 2018 - 31 Oct 2018
2.55%
31 Aug 2018 - 30 Sep 2018
2.55%
Expense ratio, exit load and taxExpense ratio: 2.16%Inclusive of GST
Exit loadFor units more than 10% of the allotted, an exit load of 1% will be charged if redeemed within 12 months.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationNA
Understand terms
Check past data
Minimum investment amountsMin. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA
Fund managementR 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
Axis Triple Advantage Fund Growth
Axis Triple Advantage Fund IDCW
Axis Dynamic Bond Fund Growth
Axis Dynamic Bond Fund IDCW Quarterly
Axis Dynamic Bond Fund IDCW Half Yearly
Axis Capital Protection Oriented Fund Series 5 Growth
Axis Capital Protection Oriented Fund Series 5 IDCW
Axis Dynamic Bond Direct Fund IDCW Half Yearly
Axis Dynamic Bond Direct Fund Growth
Axis Dynamic Bond Direct Fund IDCW Quarterly
Axis Triple Advantage Direct Plan IDCW
Axis Triple Advantage Direct Plan Growth
Axis Equity Saver Fund Direct Growth
Axis Equity Saver Fund Direct IDCW Monthly
Axis Equity Saver Fund Regular Growth
Axis Equity Saver Fund Regular IDCW Monthly
Axis Equity Saver Fund Direct IDCW Quarterly
Axis Equity Saver Fund Regular IDCW Quarterly
Axis Children's Gift Fund Regular Compulsory Lock In Growth
Axis Children's Gift Fund Regular Compulsory Lock In IDCW
Axis Children's Gift Fund Regular No Lock In IDCW
Axis Children's Gift Fund Direct Compulsory Lock In Growth
Axis Children's Gift Fund Direct No Lock In IDCW
Axis Children's Gift Fund Direct No Lock In Growth
Axis Children's Gift Fund Direct Compulsory Lock In IDCW
Axis Children's Gift Fund Regular No Lock In Growth
Axis Equity Saver Fund Direct IDCW
Axis Equity Saver Fund Regular IDCW
Axis Balanced Advantage Fund Direct Growth
Axis Balanced Advantage Fund Direct IDCW
Axis Balanced Advantage Fund Regular Growth
Axis Balanced Advantage Fund Regular IDCW
Axis Equity Hybrid Fund Regular Growth
Axis Equity Hybrid Fund Direct Growth
Axis Equity Hybrid Fund Direct IDCW
Axis Equity Hybrid Fund Regular IDCW
Axis Equity Hybrid Fund Direct IDCW Monthly
Axis Equity Hybrid Fund Regular IDCW Monthly
Axis Equity Hybrid Fund Regular IDCW Quarterly
Axis Retirement Savings Fund Aggressive Plan Direct IDCW
Axis Retirement Savings Fund Aggressive Plan Regular Growth
Axis Retirement Savings Fund Aggressive Plan Regular IDCW
Axis Retirement Savings Fund Aggressive Plan Direct Growth
Axis Retirement Savings Fund Dynamic Plan Direct Growth
Axis Retirement Savings Fund Dynamic Plan Regular Growth
Axis Retirement Savings Fund Dynamic Plan Regular IDCW
Axis Retirement Savings Fund Conservative Plan Direct Growth
Axis Retirement Savings Fund Conservative Plan Direct IDCW
Axis Retirement Savings Fund Conservative Plan Regular Growth
Axis Retirement Savings Fund Conservative Plan Regular IDCW
Axis All Seasons Debt FoF Direct Growth
Axis All Seasons Debt FoF Regular Growth
Axis All Seasons Debt FoF Direct IDCW Monthly
Axis All Seasons Debt FoF Direct IDCW Yearly
Axis All Seasons Debt FoF Regular IDCW Monthly
Axis All Seasons Debt FoF Regular IDCW Half Yearly
Axis All Seasons Debt FoF Regular IDCW Yearly
Axis Global Equity Alpha FoF Direct Growth
Axis Global Equity Alpha FoF Regular Growth
Axis Global Equity Alpha FoF Direct IDCW
Axis Global Equity Alpha FoF Regular IDCW
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
Axis Regular Saver Fund Growth
Axis Regular Saver Fund IDCW Quarterly
Axis Regular Saver Fund IDCW Half Yearly
Axis Regular Saver Fund IDCW Yearly
Axis Triple Advantage Fund Growth
Axis Triple Advantage Fund IDCW
Axis Capital Protection Oriented Fund Series 5 Growth
Axis Capital Protection Oriented Fund Series 5 IDCW
Axis Regular Saver Fund Direct IDCW Yearly
Axis Regular Saver Fund Direct IDCW Quarterly
Axis Regular Saver Fund Direct Growth
Axis Triple Advantage Direct Plan IDCW
Axis Triple Advantage Direct Plan Growth
Axis Hybrid Fund Series 5 Regular Growth
Axis Hybrid Fund Series 5 Regular IDCW
Axis Hybrid Fund Series 6 Regular Growth
Axis Hybrid Fund Series 7 Regular Growth
Axis Hybrid Fund Series 26 Regular IDCW
Axis Hybrid Fund Series 26 Regular Growth
Axis Hybrid Fund Series 27 Regular Growth
Axis Hybrid Fund Series 28 Regular Growth
Axis Children's Gift Fund Regular Compulsory Lock In Growth
Axis Children's Gift Fund Regular Compulsory Lock In IDCW
Axis Children's Gift Fund Regular No Lock In IDCW
Axis Children's Gift Fund Direct Compulsory Lock In Growth
Axis Children's Gift Fund Direct No Lock In IDCW
Axis Children's Gift Fund Direct No Lock In Growth
Axis Children's Gift Fund Direct Compulsory Lock In IDCW
Axis Children's Gift Fund Regular No Lock In Growth
Axis Hybrid Fund Series 29 Regular Growth
Axis Hybrid Fund Series 30 Regular Growth
Axis Hybrid Fund Series 30 Direct Growth
Axis Hybrid Fund Series 30 Regular IDCW
Axis Hybrid Fund Series 31 Regular Growth
Axis Hybrid Fund Series 32 Direct IDCW
Axis Hybrid Fund Series 32 Direct Growth
Axis Hybrid Fund Series 32 Regular IDCW
Axis Hybrid Fund Series 32 Regular Growth
Axis Hybrid Fund Series 33 Regular IDCW
Axis Hybrid Fund Series 33 Regular Growth
Axis Hybrid Fund Series 35 Regular Growth
Axis Hybrid Fund Series 35 Regular IDCW
Axis Nifty ETF Growth
Axis Capital Builder Fund Series 1 (1540 Days) Regular Growth
Axis Capital Builder Fund Series 1 (1540 Days) Direct Growth
Axis Capital Builder Fund Series 1 (1540 Days) Regular IDCW
Axis Equity Hybrid Fund Regular Growth
Axis Equity Hybrid Fund Direct Growth
Axis Equity Hybrid Fund Direct IDCW
Axis Equity Hybrid Fund Regular IDCW
Axis Equity Hybrid Fund Direct IDCW Monthly
Axis Equity Hybrid Fund Regular IDCW Monthly
Axis Equity Hybrid Fund Regular IDCW Quarterly
Axis Nifty 100 Index Fund Regular Growth
Axis Nifty 100 Index Fund Direct Growth
Axis Nifty 100 Index Fund Regular IDCW
Axis Nifty 100 Index Fund Direct IDCW
Axis Special Situations Fund Regular Growth
Axis Special Situations Fund Direct IDCW
Axis Special Situations Fund Regular IDCW
Axis Special Situations Fund Direct Growth
Kaustubh Sule
Nov 2021 - Present
View details
Education
Mr. Sule is a B.E. (Computer Engineering) & MBA (Finance)
Experience
Prior to joining Axis Asset Management Company Ltd., he has worked with HDFC Standard Life Insurance Company Ltd., Reliance Life Insurance Company Ltd., Union Bank of India, Hexaware Technologies Ltd.
Also manages these schemes
Axis Dynamic Bond Fund Growth
Axis Dynamic Bond Fund IDCW Quarterly
Axis Dynamic Bond Fund IDCW Half Yearly
Axis Gilt Fund IDCW
Axis Gilt Fund Growth
Axis Strategic Bond Fund Growth
Axis Strategic Bond Fund IDCW Quarterly
Axis Strategic Bond Fund IDCW Half Yearly
Axis Gilt Fund Direct Plan Growth
Axis Gilt Fund Direct Plan IDCW Half Yearly
Axis Gilt Fund Direct Plan IDCW
Axis Dynamic Bond Direct Fund IDCW Half Yearly
Axis Dynamic Bond Direct Fund Growth
Axis Dynamic Bond Direct Fund IDCW Quarterly
Axis Strategic Bond Fund Direct IDCW Half Yearly
Axis Strategic Bond Fund Direct Growth
Axis Strategic Bond Fund Direct IDCW Quarterly
Axis Equity Saver Fund Direct Growth
Axis Equity Saver Fund Direct IDCW Monthly
Axis Equity Saver Fund Regular Growth
Axis Equity Saver Fund Regular IDCW Monthly
Axis Equity Saver Fund Direct IDCW Quarterly
Axis Equity Saver Fund Regular IDCW Quarterly
Axis Children's Gift Fund Regular Compulsory Lock In Growth
Axis Children's Gift Fund Regular Compulsory Lock In IDCW
Axis Children's Gift Fund Regular No Lock In IDCW
Axis Children's Gift Fund Direct Compulsory Lock In Growth
Axis Children's Gift Fund Direct No Lock In IDCW
Axis Children's Gift Fund Direct No Lock In Growth
Axis Children's Gift Fund Direct Compulsory Lock In IDCW
Axis Children's Gift Fund Regular No Lock In Growth
Axis Equity Saver Fund Direct IDCW
Axis Equity Saver Fund Regular IDCW
Axis Equity Hybrid Fund Regular Growth
Axis Equity Hybrid Fund Direct Growth
Axis Equity Hybrid Fund Direct IDCW
Axis Equity Hybrid Fund Regular IDCW
Axis Equity Hybrid Fund Direct IDCW Monthly
Axis Equity Hybrid Fund Regular IDCW Monthly
Axis Equity Hybrid Fund Regular IDCW Quarterly
Axis AAA Bond Plus SDL ETF 2026 Maturity Growth
Axis CPSE Plus SDL 2025 70:30 Debt Index Fund Direct Growth
Fund house & investment objective
Axis Mutual Fund
Rank (total assets)#7 in India
Total AUM₹1,94,434.19Cr
Date of Incorporation04 Sep 2009
 Axis Equity Hybrid Fund Regular IDCW Monthly is a Hybrid Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to in
 Axis Equity Hybrid Fund Regular IDCW Monthly is a Hybrid Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 04 Sep 2009. R Sivakumar, Ashish Naik is the Current Fund Manager of Axis Equity Hybrid Fund Regular IDCW Monthly fund. The fund currently has an Asset Under Management(AUM) of ₹1,94,434 Cr and the Latest NAV as of 21 Jan 2022 is ₹14.41.
The Axis Equity Hybrid Fund Regular IDCW Monthly is rated Very High risk. Minimum SIP Investment is set to 1000. For units more than 10% of the allotted, an exit load of 1% will be charged if redeemed within 12 months.
...Read more
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, 
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.
...Read more
Fund benchmarkCRISIL Hybrid 35+65 Aggressive Index
Scheme Information Document(SID)
Fund house contact details
Address
Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai 400025
Phone
022-43255161
Launch Date
04 Sep 2009
E-mail
[email protected]
Website
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,
Email
[email protected]
Website
www.karvymfs.com
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FAQsHow to Invest in Axis Equity Hybrid Fund Regular IDCW Monthly
You can easily invest in Axis Equity Hybrid Fund Regular IDCW Monthly in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account
 Search for Axis Equity Hybrid Fund Regular IDCW Monthly from the search box 
 In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
 Once you are done with that, you can start investing in Axis Equity Hybrid Fund Regular IDCW Monthly as SIP or lumpsum as per your investment objective and risk tolerance
What kind of returns does Axis Equity Hybrid Fund Regular IDCW Monthly provide?
The Axis Equity Hybrid Fund Regular IDCW Monthly has been there from 09 Aug 2018 and the average annual returns provided by this
fund is 21.07% since its inception.
How much expense ratio is charged by Axis Equity Hybrid Fund Regular IDCW Monthly?
The term Expense Ratio used for Axis Equity Hybrid Fund Regular IDCW Monthly or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. 

The Expense Ratio of Axis Equity Hybrid Fund Regular IDCW Monthly is 2.16% as of 24 Jan 2022...
What is the AUM of Axis Equity Hybrid Fund Regular IDCW Monthly?
The AUM, short for Assets Under Management of Axis Equity Hybrid Fund Regular IDCW Monthly is ₹1,884.42Cr as of 24 Jan 2022.
How to Redeem Axis Equity Hybrid Fund Regular IDCW Monthly?
If you want to sell your Axis Equity Hybrid Fund Regular IDCW Monthly holdings, go to your holding on the app or
web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your
desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.
Can I invest in SIP and Lump Sum of Axis Equity Hybrid Fund Regular IDCW Monthly?
You can select either SIP  or Lumpsum  investment of Axis Equity Hybrid Fund Regular IDCW Monthly based on your investment objective and risk tolerance.
What is the NAV of Axis Equity Hybrid Fund Regular IDCW Monthly?
The NAV of Axis Equity Hybrid Fund Regular IDCW Monthly is ₹14.41 as of 21 Jan 2022.
What is the PE and PB ratio of Axis Equity Hybrid Fund Regular IDCW Monthly?
The PE ratio ratio of Axis Equity Hybrid Fund Regular IDCW Monthly is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

	6M	1Y	3Y	All
Fund returns	NA	21.1%	17.7%	14.3%
Category average	NA	42.2%	12.7%	NA
Rank with in category	NA	22	9	NA

Name	Sector	Instrument	Assets
Infosys Ltd.	Technology	Equity	5.8%
Bajaj Finance Ltd.	Financial	Equity	5.5%
Tata Consultancy Services Ltd.	Technology	Equity	5.4%
Avenue Supermarts Ltd.	Services	Equity	5.2%
ICICI Bank Ltd.	Financial	Equity	5.1%
Kotak Mahindra Bank Ltd.	Financial	Equity	4.0%
HDFC Bank Ltd.	Financial	Equity	3.4%
Housing Development Finance Corpn. Ltd.	Financial	Equity	3.4%
Reliance Industries Ltd.	Energy	Equity	3.0%
Bajaj Finserv Ltd.	Financial	Equity	2.2%

Rank (total assets)	#7 in India
Total AUM	₹1,94,434.19Cr

Date of Incorporation	04 Sep 2009

Fund benchmark	CRISIL Hybrid 35+65 Aggressive Index

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Rating	4
Fund size	₹1,884.42Cr