Axis Hybrid Fund Series 5 Direct Growth

Debt
Marginal Equity
Moderately High Risk
3.46%
3Y annualised
+0.01% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 30 Sep 2020
₹14.63
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹9.84Cr

Return calculator

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

Holdings (6)

NameSectorInstrumentAssets
FinancialBonds10.30%
EnergyDebenture10.29%
FinancialDebenture10.28%
FinancialBonds10.25%
EnergyDebenture10.24%
FinancialDebenture10.22%

Minimum investment amounts

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

Returns and rankings

Category: Debt Marginal Equity
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-0.5%3.5%3.1%5.4%
Category average8.8%15.1%NANA
Rank with in category46214NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 1.64%

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

Fund management

Devang Shah
Jul 2013 - 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
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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