Best Axis Hybrid Mutual Funds

Axis mutual fund was established in October 2009 and since then it has made a mark in the mutual fund industry. Axis mutual fund claims that the reason for it to reach the peak of success is because of the three principles they follow strictly, which is, long-term wealth creation, customer's view and long-term relationship.

Axis Mutual Fund houses more than 50 schemes, it has over 20 lac investors investing with them and is present in over 90 cities.Their main motto is to take any fund decision keeping a customer centric approach in mind. The AMC commits to keep investors at the heart of every decision.

They also believe in leveraging the equity of the brand 'Axis' and aim at building a relationship with stakeholders. Axis wants its investors to think long-term when it comes to mutual fund investing and they want their investors to optimize their money through mutual funds

If we allocate 65 to 80 percent of a fund to equity and assign remaining to debt and similar instruments, then what we get in return is a Hybrid-Equity fund. These funds allow you to enjoy good returns and low-risk rates courtesy their significant allocation in debt funds. Market gurus believe that it is better to invest in these than to go for an equity-debt portfolio as there is no tax imposed on the debt funds in the mix. It has returns that are taxed at 15% if sold before one year, post this period a 10% tax is applicable on the gains.

Purpose: Invest in these funds instead of buying a different kind of equity-debt funds with 60-40 allocations. These funds are best to moderate your risk with a fair return in the high-risk portfolio.

Top 10 Axis Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Axis Enhanced Arbitrage FundHybridModerate7.2%4star2,014
Axis Dynamic Equity FundHybridModerately High5.2%4star2,437
Axis Equity Saver FundHybridModerately High6.3%3star744
Axis Hybrid Fund - Series 30HybridModerately High4.3%3star140
Axis Triple Advantage FundHybridModerately High2.3%2star270
Axis Equity Hybrid FundHybridModerately HighN.A2star0
View All Top 10 Axis Mutual Funds

Let's have a closer look

Now let us jump and check about these top 10 mutual fund schemes.

Axis Enhanced Arbitrage Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Arbitrage segment and provided 7.04% annualized returns in the last 3 years. In the last 1 year, it gave 7.2% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 7.2% returns in the last 1 year. Groww rated this fund as 4 Star. This is one of the best Hybrid mutual fund in India.

Fund Manager: Ashwin Patni, Devang Shah

Launch Date13 Aug 2014
Min Investment Amt5,000
Groww Rating4star
AUM2,014Cr
1Y Returns7.2%

Axis Dynamic Equity Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Balanced Advantage segment and provided -100% annualized returns in the last 3 years. In the last 1 year, it gave 5.17% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 5.17% returns in the last 1 year. Groww rated this fund as 4 Star. This is one of the best Hybrid mutual fund in India.

Fund Manager: R Sivakumar, Ashwin Patni, Anupam Tiwari

Launch Date6 Aug 2017
Min Investment Amt5,000
Groww Rating4star
AUM2,437Cr
1Y Returns5.2%

Axis Equity Saver Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Equity Savings segment and provided 8.52% annualized returns in the last 3 years. In the last 1 year, it gave 6.28% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 6.28% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Hybrid mutual fund in India.

Fund Manager: R Sivakumar, Anupam Tiwari

Launch Date13 Aug 2015
Min Investment Amt5,000
Groww Rating3star
AUM744Cr
1Y Returns6.3%

Axis Hybrid Fund - Series 30 - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Conservative segment and provided -100% annualized returns in the last 3 years. In the last 1 year, it gave 4.32% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 4.32% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Hybrid mutual fund in India.

Fund Manager: Ashwin Patni, Devang Shah

Launch Date10 Feb 2016
Min Investment Amt5,000
Groww Rating3star
AUM140Cr
1Y Returns4.3%

Axis Triple Advantage Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Multi Asset Allocation segment and provided 8.3% annualized returns in the last 3 years. In the last 1 year, it gave 2.27% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 2.27% returns in the last 1 year. Groww rated this fund as 2 Star. This is one of the best Hybrid mutual fund in India.

Fund Manager: R Sivakumar, Ashish Naik

Launch Date31 Dec 2012
Min Investment Amt5,000
Groww Rating2star
AUM270Cr
1Y Returns2.3%

Axis Equity Hybrid Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Aggressive segment and provided -100% annualized returns in the last 3 years. In the last 1 year, it gave -100% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -100% returns in the last 1 year. Groww rated this fund as 2 Star. This is one of the best Hybrid mutual fund in India.

Fund Manager: R Sivakumar, Shreyash Devalkar, Ashish Naik

Launch Date8 Aug 2018
Min Investment Amt5,000
Groww Rating2star
AUM0Cr
1Y Returns-100.0%

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What does investing in Axis Hybrid Mutual Funds actually mean?

Suppose a mutual fund invests in ten stocks and total current market value of these stocks is 1.1 Crore. Out of this, the AMC deducts say, 0.1 Crore for operating the fund (this is known as the expense ratio). So the net value is 1 crore. Now the AMC will divide this 1 Crore into say, 10,000 parts. These parts are known as units. The cost of one unit is 1Cr/10,000 = Rs. 1000. This is known as the Net Asset Value (NAV) of the mutual fund. Suppose the AMC has set a minimum investment requirement of Rs. 500. Then if you pay Rs. 500, you will get 0.5 units of the fund. Remember that the cost of one unit is the cost when you made the purchase. Suppose after one year, the NAV has fallen to Rs. 700 per unit and you wish to exit the fund (also known as redemption), then you sell your 0.5 units back to the AMC and get 0.5 x Rs. 700 = Rs. 350 back. Yes, you invested Rs. 500 and got back Rs. 350 – a loss of 150 over a year. The point is, that you buy units at current NAV and sell units (fully or partially) at current NAV. This is what investing in mutual fund actually means.

How to invest in Axis Mutual Funds on Groww?

One of the best ways to hedge against the small-cap volatility is to adopt a phased approach, also known as Systematic Investment Plan (SIP) approach. We are sure that you must be aware of SIP and its benefits. Buying in small quantity but buying regularly provides you with faster growth. On Groww.in, all transactions to and from AMC is done via BSE. When you decide to invest in a large cap mutual fund of your choice, you choose that mutual fund on the website and click ‘invest’. Following that, you are redirected to the BSE page where you make the payment. BSE then directs your money to the AMC managing your mutual fund. To be assured at your end, you can visit the individual AMC website after the payment. You would be able to see all your purchased units against your folio number.

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Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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