Home>Mutual Funds>Axis Mutual Fund>Axis Hybrid Fund Series 30 Regular Growth
shareSHARE

Axis Hybrid Fund Series 30 Regular Growth+0.05%

2.01%
1 Year Return
Hybrid
Conservative
3.0star
6M
1Y
3Y
All

Fund Details

Axis Hybrid Fund Series 30 Regular Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.07%
NAV₹14.34 (30 Aug 2019)
Fund Started11 Feb 2016
Fund Size154 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
2.0%
7.9%
-
10.7%
Category Average
14.1%
6.3%
6.8%
-
Rank Within Category
80
1
-
-
*All returns are annualized.
SIP
Minimum SIP amount0
Amount Per Month₹5,000
Duration
1Y back
3Y back
Would have become
0
with 2.0% returns per annum

Comparison

Data not available
Pros
1. 3Y Returns are higher than the category average returns
2. Exit load is zero
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. 1Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
L&T Infrastructure Finance Co. Ltd.FinancialDebenture9.1%
Bank Of BarodaFinancialCD8.7%
Indusind Bank Ltd.FinancialCD6.4%
Magma Fincorp Ltd.FinancialDebenture5.8%
Power Finance Corpn. Ltd.FinancialBonds3.9%
Power Finance Corpn. Ltd.FinancialBonds0.7%

Fund Managers

Ashwin Patni
keyboard_arrow_down
Devang Shah
keyboard_arrow_down
Ashish Naik
keyboard_arrow_down

Axis Hybrid Fund Series 30 Regular Growth Details

Axis Hybrid Fund Series 30 Regular Growth is a Hybrid Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 11 Feb 2016. Ashwin Patni, Devang Shah is the Current Fund Manager of Axis Hybrid Fund Series 30 Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹154 Cr and the Latest NAV as of 30 Aug 2019 is ₹14.34.

The Axis Hybrid Fund Series 30 Regular Growth is rated Moderately High risk.

Investment Objective

The scheme seeks to generate income by investing in high quality fixed income securities that are maturing on or before the maturity of the Scheme whilst the secondary objective is to generate capital appreciation by investing in equity and equity related instruments.

Tax Implications

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

Scheme Information Document(SID)

Not Supported
Min for First Investment
Not Supported
Min for Second Investment
Nil
Exit Load

Compare Funds

Axis Hybrid Fund Series 30 Regular Growth
VS
search

About Axis Mutual Fund

Address
Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai 400025
Phone
022-43255161
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,
Loading...
Similar Funds
ⓒ 2016-2021 Groww. All rights reserved, Built with in India