Axis Hybrid Fund Series 26 Regular Growth

Hybrid
Conservative Hybrid
Moderately High Risk
6.84%
3Y annualised
+0.05% 1D
1M
6M
1Y
3Y
All
NAV: 08 Mar 2019₹12.19
Min. SIP amountNot Supported
RatingNA
Fund size₹230.31Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA4.3%6.8%5.8%
Category averageNA1.5%7.5%NA
Rank with in categoryNA9730NA
Understand terms

Holdings (15)

NameSectorInstrumentAssets
Indusind Bank Ltd.FinancialCD11.7%
LIC Housing Finance Ltd.
FinancialDebenture10.9%
REC Ltd.FinancialBonds8.7%
ICICI Bank Ltd.FinancialCD8.7%
National Bank For Agriculture & Rural Development
FinancialCP6.5%
IDFC First Bank Ltd.
FinancialCD4.3%
Indian BankFinancialCD4.3%
Equitas Small Finance Bank Ltd.
FinancialCD3.0%
Housing Development Finance Corpn. Ltd.FinancialDebenture2.2%
Union Bank of IndiaFinancialCD2.2%
See All

Expense ratio, exit load and tax

Expense ratio: 2.28%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Devang Shah
Aug 2015 - Present
View details

Education
Mr. Shah is B.Com and ACA.
Experience
Prior to joining Axis AMC he has worked with ICICI Prudential AMC, Deutsche Asset Management (India) Pvt. Ltd. and Pricewaterhouse Coopers.
Also manages these schemes

Ashish Naik
Mar 2019 - 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

Fund house & investment objective

Fund house contact details

Address
"Axis House" - 1st Floor,C-2 - Wadia International Centre,Pandurang Budhkar Marg , Worli, Mumbai 400025
Phone
022-24255161
Launch Date
04 Sep 2009
Axis Mutual Fund
Asset Management Company
Custodian
NA
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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