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%
NAV14.34 (30 Aug 2019)
Fund Started11 Feb 2016
Fund Size154 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Axis Hybrid Fund Series 30 Regular Growth
2.0%
7.9%
NA
10.7%
Category Average
6.4%
4.5%
5.2%
-
Rank within category
80
1
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    0
    with 2.0% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    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

    addAshwin Patni
    Education
    Mr. Patni is a PGDM from IIM Calcutta.
    Experience
    He has more than 6 years of experience in Wealth Management and Structured Finance. In his last assignment he was designated as Product manger for Investment Services of Standard Charted Bank. Prior to this he has also worked with ICICI Bank for Syndication as Manager.
    Funds Managed
    addDevang Shah
    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.
    Funds Managed
    addAshish Naik
    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.
    Funds Managed

    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

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    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,
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