Axis Hybrid Fund Series 29 Regular IDCW

Debt
Marginal Equity
Moderately High Risk
Payout
7.97%
3Y annualised
+0.01% 1D
1M
6M
1Y
3Y
All
NAV: 29 Jul 2019₹13.71
Min. SIP amountNot Supported
RatingNA
Fund size₹117.36Cr

Return calculator

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

Returns and rankings

Category: Debt Marginal Equity
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA5.0%8.0%9.5%
Category averageNA8.8%15.1%NA
Rank with in categoryNA802NA
Understand terms

Holdings (4)

NameSectorInstrumentAssets
Axis Finance Ltd.
FinancialDebenture9.68%
FinancialDebenture8.53%
IDFC First Bank Ltd.
FinancialCD7.64%
FinancialBonds4.26%

Expense ratio, exit load and tax

Expense ratio: 1.08%

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.

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
Jan 2016 - 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

Fund house & investment objective

Fund house contact details

Address
23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
Phone
022-24255161
Launch Date
04 Sep 2009
E-mail
NA
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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