How to Invest in Axis Hybrid Fund Series 5 Regular Growth?

You can easily invest in Axis Hybrid Fund Series 5 Regular Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Axis Hybrid Fund Series 5 Regular Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Axis Hybrid Fund Series 5 Regular Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Axis Hybrid Fund Series 5 Regular Growth provide?

The Axis Hybrid Fund Series 5 Regular Growth has been there from 25 Jul 2013 and the average annual returns provided by this fund is -1.10% since its inception.

How much expense ratio is charged by Axis Hybrid Fund Series 5 Regular Growth?

The term Expense Ratio used for Axis Hybrid Fund Series 5 Regular Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Axis Hybrid Fund Series 5 Regular Growth is 1.03% as of 29 May 2023...

What is the AUM of Axis Hybrid Fund Series 5 Regular Growth?

The AUM, short for Assets Under Management of Axis Hybrid Fund Series 5 Regular Growth is ₹9.84Cr as of 29 May 2023.

How to Redeem Axis Hybrid Fund Series 5 Regular Growth?

If you want to sell your Axis Hybrid Fund Series 5 Regular Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Axis Hybrid Fund Series 5 Regular Growth?

You can select either SIP or Lumpsum investment of Axis Hybrid Fund Series 5 Regular Growth based on your investment objective and risk tolerance.

What is the NAV of Axis Hybrid Fund Series 5 Regular Growth?

The NAV of Axis Hybrid Fund Series 5 Regular Growth is ₹13.70 as of 30 Sep 2020.

What is the PE and PB ratio of Axis Hybrid Fund Series 5 Regular Growth?

The PE ratio ratio of Axis Hybrid Fund Series 5 Regular Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Axis Hybrid Fund Series 5 Regular Growth - NAV, Mutual Fund Performance & Portfolio

Axis Hybrid Fund Series 5 Regular Growth
Hybrid
Conservative Hybrid
Moderately High Risk
2.58%
3Y annualised
+0.01% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 30 Sep 2020₹13.70
Min. SIP amountNot Supported
RatingNA
Fund size₹9.84Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-1.1%2.6%2.2%4.5%
Category average7.4%9.5%NANA
Rank with in category47225NA
Understand terms
Holdings (2)NameSectorInstrumentAssets
NHPC Ltd.EnergyDebenture10.2%
REC Ltd.FinancialBonds10.2%
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
30 Sep 2020 - Present
1.03%
31 Mar 2020 - 30 Sep 2020
1.03%
30 Sep 2019 - 31 Mar 2020
1.03%
31 Mar 2019 - 30 Sep 2019
2.43%
30 Sep 2018 - 31 Mar 2019
2.64%
31 Jul 2018 - 30 Sep 2018
2.64%
30 Jun 2018 - 31 Jul 2018
2.64%
31 May 2018 - 30 Jun 2018
2.25%
30 Apr 2018 - 31 May 2018
2.25%
31 Mar 2018 - 30 Apr 2018
2.25%
28 Feb 2018 - 31 Mar 2018
2.26%
31 Jan 2018 - 28 Feb 2018
2.45%
31 Dec 2017 - 31 Jan 2018
2.45%
30 Nov 2017 - 31 Dec 2017
2.45%
31 Oct 2017 - 30 Nov 2017
2.45%
Expense ratio, exit load and taxExpense ratio: 1.03%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed as per your Income Tax slab.
Understand terms
Check past data
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementDevang 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
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Axis Short Term Fund IDCW Weekly
Axis Liquid Fund Retail IDCW Daily
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Axis Regular Saver Fund IDCW Half Yearly
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Axis Gold ETF
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Axis Dynamic Bond Fund IDCW Half Yearly
Axis Gold Fund Growth
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Axis Gilt Fund IDCW
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Axis Gilt Fund IDCW Half Yearly
Axis Strategic Bond Fund Growth
Axis Strategic Bond Fund IDCW Quarterly
Axis Strategic Bond Fund IDCW Half Yearly
Axis Liquid Direct Fund IDCW Daily
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Axis Liquid Direct Fund IDCW Weekly
Axis Liquid Direct Fund IDCW Monthly
Axis Gilt Fund Direct Plan Growth
Axis Gilt Fund Direct Plan IDCW Half Yearly
Axis Gilt Fund Direct Plan IDCW
Axis Dynamic Bond Direct Fund IDCW Half Yearly
Axis Dynamic Bond Direct Fund Growth
Axis Dynamic Bond Direct Fund IDCW Quarterly
Axis Gold Direct Plan IDCW
Axis Gold Direct Plan Growth
Axis Strategic Bond Fund Direct IDCW Half Yearly
Axis Strategic Bond Fund Direct Growth
Axis Strategic Bond Fund Direct IDCW Quarterly
Axis Regular Saver Fund Direct IDCW Yearly
Axis Regular Saver Fund Direct IDCW Half Yearly
Axis Regular Saver Fund Direct IDCW Quarterly
Axis Regular Saver Fund Direct Growth
Axis Short Term Direct Fund Growth
Axis Short Term Direct Fund IDCW Monthly
Axis Short Term Direct Fund IDCW Weekly
Axis Treasury Advantage Direct Fund Growth
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Axis Treasury Advantage Direct Fund IDCW Daily
Axis Treasury Advantage Direct Fund IDCW Monthly
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Axis Hybrid Fund Series 6 Regular Growth
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Axis Short Term Fund Bonus
Axis Liquid Direct Fund Bonus
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Axis Credit Risk Fund Regular Growth
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Axis Credit Risk Fund Direct IDCW Weekly
Axis Credit Risk Fund Direct IDCW Monthly
Axis Credit Risk Fund Regular IDCW Monthly
Axis Credit Risk Fund Direct Growth
Axis Arbitrage Fund Regular Growth
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Axis Arbitrage Fund Direct IDCW
Axis Arbitrage Fund Regular IDCW
Axis Short Term Direct Fund IDCW
Axis Short Term Fund IDCW
Axis Hybrid Fund Series 22 Regular Growth
Axis Hybrid Fund Series 23 Regular Growth
Axis Hybrid Fund Series 24 Regular Growth
Axis Hybrid Fund Series 25 Regular Growth
Axis Hybrid Fund Series 26 Regular IDCW
Axis Hybrid Fund Series 26 Regular Growth
Axis Hybrid Fund Series 27 Regular Growth
Axis Hybrid Fund Series 28 Regular Growth
Axis Hybrid Fund Series 28 Regular IDCW
Axis Hybrid Fund Series 29 Regular Growth
Axis Hybrid Fund Series 30 Regular Growth
Axis Hybrid Fund Series 30 Direct Growth
Axis Hybrid Fund Series 30 Regular IDCW
Axis Hybrid Fund Series 31 Regular IDCW
Axis Hybrid Fund Series 31 Regular Growth
Axis Hybrid Fund Series 32 Direct IDCW
Axis Hybrid Fund Series 32 Direct Growth
Axis Hybrid Fund Series 32 Regular IDCW
Axis Hybrid Fund Series 32 Regular Growth
Axis Hybrid Fund Series 33 Regular IDCW
Axis Hybrid Fund Series 33 Regular Growth
Axis Hybrid Fund Series 35 Regular Growth
Axis Hybrid Fund Series 35 Regular IDCW
Axis Corporate Debt Fund Direct IDCW Daily
Axis Corporate Debt Fund Direct IDCW Weekly
Axis Corporate Debt Fund Direct Growth
Axis Corporate Debt Fund Regular IDCW Daily
Axis Corporate Debt Fund Direct IDCW Monthly
Axis Corporate Debt Fund Direct IDCW
Axis Corporate Debt Fund Regular IDCW Weekly
Axis Corporate Debt Fund Regular Growth
Axis Corporate Debt Fund Regular IDCW Monthly
Axis Corporate Debt Fund Regular IDCW
Axis Fixed Term Plan Series 92 (154 Days) Direct Growth
Axis Fixed Term Plan Series 94 (117 Days) Regular Growth
Axis Fixed Term Plan Series 96 (1124 Days) Regular Growth
Axis Fixed Term Plan Series 97 (1116 Days) Direct Growth
Axis Fixed Term Plan Series 97 (1116 Days) Regular Growth
Axis Fixed Term Plan Series 102 (1133 Days) Direct Growth
Axis Fixed Term Plan Series 104 (1112 Days) Regular Growth
Axis Fixed Term Plan Series 104 (1112 Days) Direct Growth
Axis Fixed Term Plan Series 106 (296 Days) Regular Growth
Axis Money Market Fund Direct Growth
Axis Money Market Fund Regular Growth
Axis Money Market Fund Direct IDCW Daily
Axis Money Market Fund Direct IDCW Monthly
Axis Money Market Fund Direct IDCW Quarterly
Axis Money Market Fund Regular IDCW Quarterly
Axis Money Market Fund Regular IDCW Yearly
Axis Money Market Fund Direct IDCW Yearly
Axis Money Market Fund Regular IDCW Daily
Axis Money Market Fund Regular IDCW Monthly
Axis All Seasons Debt FoF Regular IDCW
Axis All Seasons Debt FoF Direct Growth
Axis All Seasons Debt FoF Regular Growth
Axis All Seasons Debt FoF Direct IDCW Monthly
Axis All Seasons Debt FoF Direct IDCW Yearly
Axis All Seasons Debt FoF Regular IDCW Monthly
Axis All Seasons Debt FoF Regular IDCW Half Yearly
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Axis Fixed Term Plan Series 109 (111 Days) Direct Growth
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Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Direct Growth
Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Direct IDCW
Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Regular Growth
Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Regular IDCW
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
Axis Regular Saver Fund Growth
Axis Regular Saver Fund IDCW Quarterly
Axis Regular Saver Fund IDCW Half Yearly
Axis Regular Saver Fund IDCW Yearly
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Axis Capital Protection Oriented Fund Series 5 Growth
Axis Capital Protection Oriented Fund Series 5 IDCW
Axis Regular Saver Fund Direct IDCW Yearly
Axis Regular Saver Fund Direct IDCW Half Yearly
Axis Regular Saver Fund Direct IDCW Quarterly
Axis Regular Saver Fund Direct Growth
Axis Multi Asset Allocation Direct Plan IDCW
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Axis Hybrid Fund Series 5 Regular Growth
Axis Hybrid Fund Series 5 Regular IDCW
Axis Hybrid Fund Series 6 Regular Growth
Axis Hybrid Fund Series 7 Regular Growth
Axis Arbitrage Fund Regular Growth
Axis Arbitrage Fund Direct Growth
Axis Arbitrage Fund Direct IDCW
Axis Arbitrage Fund Regular IDCW
Axis Hybrid Fund Series 26 Regular IDCW
Axis Hybrid Fund Series 26 Regular Growth
Axis Hybrid Fund Series 27 Regular Growth
Axis Hybrid Fund Series 28 Regular Growth
Axis Hybrid Fund Series 28 Regular IDCW
Axis Children's Gift Fund Regular Compulsory Lock In Growth
Axis Children's Gift Fund Regular Compulsory Lock In IDCW
Axis Children's Gift Fund Regular No Lock In IDCW
Axis Children's Gift Fund Direct Compulsory Lock In Growth
Axis Children's Gift Fund Direct No Lock In IDCW
Axis Children's Gift Fund Direct No Lock In Growth
Axis Children's Gift Fund Direct Compulsory Lock In IDCW
Axis Children's Gift Fund Regular No Lock In Growth
Axis Hybrid Fund Series 29 Regular Growth
Axis Hybrid Fund Series 30 Regular Growth
Axis Hybrid Fund Series 30 Direct Growth
Axis Hybrid Fund Series 30 Regular IDCW
Axis Hybrid Fund Series 31 Regular IDCW
Axis Hybrid Fund Series 31 Regular Growth
Axis Hybrid Fund Series 32 Direct IDCW
Axis Hybrid Fund Series 32 Direct Growth
Axis Hybrid Fund Series 32 Regular IDCW
Axis Hybrid Fund Series 32 Regular Growth
Axis Hybrid Fund Series 33 Regular IDCW
Axis Hybrid Fund Series 33 Regular Growth
Axis Hybrid Fund Series 35 Regular Growth
Axis Hybrid Fund Series 35 Regular IDCW
Axis Nifty 50 ETF Growth
Axis Balanced Advantage Fund Direct Growth
Axis Balanced Advantage Fund Direct IDCW
Axis Balanced Advantage Fund Regular Growth
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Axis Capital Builder Fund Series 1 (1540 Days) Regular Growth
Axis Capital Builder Fund Series 1 (1540 Days) Direct Growth
Axis Capital Builder Fund Series 1 (1540 Days) Regular IDCW
Axis Equity Hybrid Fund Regular Growth
Axis Equity Hybrid Fund Direct Growth
Axis Equity Hybrid Fund Direct IDCW
Axis Equity Hybrid Fund Regular IDCW
Axis Equity Hybrid Fund Direct IDCW Monthly
Axis Equity Hybrid Fund Direct IDCW Quarterly
Axis Equity Hybrid Fund Regular IDCW Monthly
Axis Equity Hybrid Fund Regular IDCW Quarterly
Axis Nifty 100 Index Fund Regular Growth
Axis Nifty 100 Index Fund Direct Growth
Axis Nifty 100 Index Fund Regular IDCW
Axis Nifty 100 Index Fund Direct IDCW
Axis NIFTY Bank ETF Growth
Axis Special Situations Fund Regular Growth
Axis Special Situations Fund Direct IDCW
Axis Special Situations Fund Regular IDCW
Axis Special Situations Fund Direct Growth
Axis Quant Fund Regular Growth
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Fund house & investment objective
Axis Mutual Fund
Rank (total assets)#7 in India
Total AUM₹2,42,754.49Cr
Date of Incorporation04 Sep 2009
 Axis Hybrid Fund Series 5 Regular Growth is a Hybrid Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 04 Sep 2009. Devang Shah, Jinesh Gopani is the Current Fund Manager of Axis Hybrid Fund Series 5 Regular Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,42,754 Cr and the Latest NAV as of 30 Sep 2020 is ₹13.70.
The Axis Hybrid Fund Series 5 Regular Growth is rated Moderately High risk.
;
Investment ObjectiveThe fund seeks to generate regular income through investments in high quality fixed income securities and a small portion in equity and equity related instruments.
;
Fund benchmarkCRISIL Hybrid 85+15 Conservative Index
Scheme Information Document(SID)
Fund house contact details
Address
"Axis House" - 1st Floor,C-2 - Wadia International Centre,Pandurang Budhkar Marg , Worli, Mumbai 400025
Phone
022-24255161
Launch Date
04 Sep 2009
E-mail
NA
Website
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,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
Axis Hybrid Fund Series 5 Regular Growth
VS
Add mutual fund to compare

	1Y	3Y	5Y	All
Fund returns	-1.1%	2.6%	2.2%	4.5%
Category average	7.4%	9.5%	NA	NA
Rank with in category	47	22	5	NA

Name	Sector	Instrument	Assets
NHPC Ltd.	Energy	Debenture	10.2%
REC Ltd.	Financial	Bonds	10.2%

Rank (total assets)	#7 in India
Total AUM	₹2,42,754.49Cr

Date of Incorporation	04 Sep 2009

Fund benchmark	CRISIL Hybrid 85+15 Conservative Index

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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Rating	NA
Fund size	₹9.84Cr

Axis Hybrid Fund Series 5 Regular Growth

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (2)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 1.03%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Devang ShahJul 2013 - PresentView details

Ashish NaikMar 2019 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Devang Shah
Jul 2013 - Present
View details

Ashish Naik
Mar 2019 - Present
View details