Fund Performance
Lumpsum
SIP
19.93
as on 21 Oct 20213 Years
Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 17,276 today.
NAV Performance
Fund Information
-
₹ 16.050
as on 21 Oct 2021 -
Regular - Growth
-
-
-
₹ 5,000
-
₹ 1,671 Cr.
as on 21 Oct 2021 -
2.17%
since 31 May 2021 -
09 Aug 2018
-
Nifty 50
-
Axis Mutual Fund
Show All Funds
Highlights of this fund
Axis Equity Hybrid Fund is an Open-ended Hybrid Fund. The fund belongs to Aggressive Hybrid Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 09 Aug 2018. This fund is offered by one of the top AMC (Assets Management Company) Axis Mutual Fund. You can also view here all other Hybrid funds offered by Axis Mutual Fund.
Latest NAV of the fund is ₹ 16.050 as on 21 Oct 2021.
This fund has 3 years of track record. Since 31 May 2021 expense ratio of this fund is 2.17%. Ideally you shoulds compare this fund with the benchmark Nifty 50.
You can invest in this fund in SIP with the minimum investment of ₹ 1,000. Lumpsum invest is offered with minimum investment of ₹ 5,000.
Fund Objective
To generate long term capital appreciation along with current income by investing in a mix of Equity and Equity related Instruments, debt Instruments and money market instruments
List of Fund Managers of Axis Equity Hybrid Fund
-
About R. Sivakumar
-
About Ashish Naik
Ashish Naik is an Equity Fund Manager at Axis AMC. He joined Axis AMC as an Equity Research Analyst in 2009, and later in June 2016 he was elevated to the post of a Fund Manager. Prior to this, Ashish was associated with Goldman Sachs India Securities as a Business Analyst.
Riskometer : Risk associated with this fund
Investors understand that their principal will be at Moderately High Risk
Fund Return Comparison
| Fund Name | 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Category Best | 6.79% | 18.88% | 32.31% | 75.71% | 40.77% | 30.64% | 19.38% | 17.18% | 66.97% | 59.28% | 42.91% | 28.00% | 20.09% |
| Category Average | 2.69% | 10.41% | 22.39% | 45.54% | 22.69% | 18.13% | 12.74% | 13.93% | 40.90% | 35.77% | 25.70% | 17.57% | 14.63% |
| Axis Equity Hybrid Fund | 1.78%₹ 10,177 | 12.16%₹ 11,215 | 25.59%₹ 12,558 | 42.92%₹ 14,292 | 40.80%₹ 14,504 | 20.72%₹ 14,604 | 34.40%₹ 33,121 | 19.93%₹ 17,276 | 26.02%₹ 52,458 | - | - | - | - |
| DSP Equity And Bond Fund | 1.20%₹ 10,120 | 8.34%₹ 10,833 | 21.27%₹ 12,126 | 45.56%₹ 14,555 | 37.79%₹ 14,328 | 22.66%₹ 15,079 | 34.60%₹ 33,176 | 21.36%₹ 17,903 | 26.75%₹ 52,982 | 13.37%₹ 18,738 | 18.41%₹ 94,968 | 14.49%₹ 38,741 | 15.77%₹ 2,74,222 |
| Canara Robeco Equity Hybrid Fund | 1.05%₹ 10,104 | 9.30%₹ 10,930 | 20.48%₹ 12,047 | 39.13%₹ 13,912 | 35.12%₹ 14,170 | 23.68%₹ 15,332 | 32.98%₹ 32,723 | 20.29%₹ 17,430 | 25.71%₹ 52,234 | 14.32%₹ 19,534 | 18.58%₹ 95,371 | 15.46%₹ 42,158 | 16.05%₹ 2,78,426 |
| Mirae Asset Hybrid - Equity Fund | 2.51%₹ 10,250 | 9.87%₹ 10,987 | 22.13%₹ 12,212 | 41.97%₹ 14,196 | 38.01%₹ 14,340 | 22.78%₹ 15,109 | 34.25%₹ 33,079 | 19.07%₹ 16,904 | 25.32%₹ 51,957 | 14.62%₹ 19,787 | 18.18%₹ 94,441 | - | - |
| Principal Hybrid Equity Fund | 3.49%₹ 10,349 | 13.07%₹ 11,307 | 24.03%₹ 12,402 | 46.26%₹ 14,625 | 43.72%₹ 14,674 | 23.75%₹ 15,350 | 37.32%₹ 33,942 | 16.46%₹ 15,815 | 25.93%₹ 52,395 | 14.06%₹ 19,311 | 17.42%₹ 92,699 | 15.29%₹ 41,531 | 15.63%₹ 2,72,147 |
| Kotak Equity Hybrid | 3.71%₹ 10,371 | 9.48%₹ 10,948 | 19.05%₹ 11,904 | 47.11%₹ 14,711 | 40.07%₹ 14,461 | 25.12%₹ 15,693 | 38.69%₹ 34,331 | 21.66%₹ 18,037 | 28.75%₹ 54,431 | 13.36%₹ 18,723 | 18.90%₹ 96,099 | - | - |
Portfolio Holdings
Top Sector Holdings of Axis Equity Hybrid Fund
| Name of Sector | Holding Percentage | Holding Values in Crore |
|---|---|---|
| Banks | 14.76% | ₹ 246.51 Cr. |
| Computers - Software | 11.41% | ₹ 205.75 Cr. |
| NBFC | 7.77% | ₹ 129.77 Cr. |
| Pharmaceuticals | 4.84% | ₹ 80.84 Cr. |
| Retailing | 4.83% | ₹ 80.77 Cr. |
| Others | 56.39% | - |
Top Stock Holdings of Axis Equity Hybrid Fund
| Name of Stocks | Holding Percentage | Holding Values in Crore |
|---|---|---|
| Infosys Ltd. | 5.92% | ₹ 98.83 Cr. |
| Tata Consultancy Services Ltd. | 5.49% | ₹ 91.72 Cr. |
| Bajaj Finance Ltd. | 5.33% | ₹ 89.13 Cr. |
| HDFC Bank Ltd. | 5.09% | ₹ 85.00 Cr. |
| ICICI Bank Ltd. | 4.68% | ₹ 78.22 Cr. |
| Others | 73.49% | - |
Top Debt Instrument Type holdings of Axis Equity Hybrid Fund
| Instrument Type | Holding Percentage | Holding Values in Crore |
|---|---|---|
| NCD & Bonds | 15.05% | ₹ 251.50 Cr. |
| Others | 84.95% | - |
Top Debt Holdings of Axis Equity Hybrid Fund
| Name of Debt Instrument | Holding Percentage | Holding Values in Crore |
|---|---|---|
| Bond - Bank Of Baroda | 2.79% | ₹ 46.59 Cr. |
| Bond - Air India Assets Holding Ltd. | 1.54% | ₹ 25.69 Cr. |
| Bond - Sikka Ports & Terminals Ltd. | 1.51% | ₹ 25.18 Cr. |
| Bond - Punjab National Bank | 1.45% | ₹ 24.21 Cr. |
| Bond - Indian Railway Finance Corporation Ltd. | 1.25% | ₹ 20.92 Cr. |
| Others | 91.46% |
Other Holdings
| Holding Type | Holding Percentage |
|---|---|
| TREPS | 7.66% |
| FD | 0.29% |
| Net Receivables | -0.01% |