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Axis Hybrid Fund Series 30 Regular Growth

Hybrid
Conservative Hybrid
Moderately High Risk
2.01%
1Y return
+0.05% 1D
1M
6M
1Y
3Y
All
NAV: 30 Aug 2019₹14.34
Min. SIP AmountNA
Rating3star
Fund Size₹153.78 Cr

Holdings (6)

NameSectorInstrumentAssets
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%

Pros and cons

Category: Hybrid Conservative Hybrid

Pros

  • 3Y Returns are higher than the category average returns
  • Exit load is zero

Cons

  • Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
  • 1Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 1.07044557%

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 termsinfo

Fund management

Ashwin Patni
Jan 2016 - Present
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Devang Shah
Jan 2016 - Present
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Ashish Naik
Mar 2019 - Present
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Fund house & investment objective

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Fund house contact details

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