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Axis Equity Hybrid Fund

Axis Equity Hybrid Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

12.00

as on 18 May 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 14,057 today.

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NAV Performance

Axis Equity Hybrid Fund performance graph for last 3 years
Performance of Axis Equity Hybrid Fund for last 3 Years

Fund Information

  • ₹ 14.170

    as on 18 May 2022
  • Regular - Growth

  • 13 / 33

  • ₹ 5,000

  • ₹ 1,885 Cr.

    as on 31 Dec 2021
  • 2.09%

  • 09 Aug 2018

  • Hybrid - Aggressive Hybrid Fund

  • 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 ₹ 14.170 as on 18 May 2022.

This fund has 3 years of track record. Since 31 Oct 2021 expense ratio of this fund is 2.09%. 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 Kaustubh Sule

    Picture of Kaustubh  Sule
  • About R. Sivakumar

    Picture of R. Sivakumar
  • About Ashish Naik

    Picture of Ashish NaikAshish 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 Very 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 1.80% 0.49% 10.54% 27.10% 50.53% 26.98% 18.22% 17.13% 9.79% 30.55% 31.56% 23.38% 18.24%
Category Average -5.09% -4.79% -7.04% 7.51% 28.42% 12.60% 9.60% 13.12% -6.44% 12.37% 13.79% 11.44% 11.89%
Axis Equity Hybrid Fund -6.22%₹ 9,377 -6.84%₹ 9,316 -12.26%₹ 8,773 5.59%₹ 10,558 -11.17%₹ 11,267 24.65%₹ 15,537 8.14%₹ 26,058 12.00%₹ 14,057 10.85%₹ 42,348 - - - -
ICICI Prudential Equity & Debt Fund -4.95%₹ 9,504 -1.99%₹ 9,800 -0.78%₹ 9,922 20.59%₹ 12,059 9.79%₹ 12,622 40.53%₹ 19,748 28.63%₹ 31,498 18.52%₹ 16,665 25.00%₹ 51,701 13.37%₹ 18,735 17.78%₹ 93,481 16.73%₹ 47,003 15.76%₹ 2,73,968
Kotak Equity Hybrid -4.79%₹ 9,521 -3.46%₹ 9,653 -5.58%₹ 9,442 9.42%₹ 10,942 -1.90%₹ 11,877 35.72%₹ 18,418 17.20%₹ 28,416 16.25%₹ 15,721 17.99%₹ 46,912 10.61%₹ 16,557 14.11%₹ 85,437 - -
Canara Robeco Equity Hybrid Fund -5.06%₹ 9,493 -6.03%₹ 9,396 -7.99%₹ 9,200 5.37%₹ 10,536 -7.83%₹ 11,489 24.60%₹ 15,525 9.79%₹ 26,480 13.68%₹ 14,702 12.98%₹ 43,681 11.01%₹ 16,866 11.98%₹ 81,052 14.17%₹ 37,662 12.90%₹ 2,34,996
DSP Equity And Bond Fund -6.32%₹ 9,368 -7.06%₹ 9,294 -11.65%₹ 8,834 1.41%₹ 10,140 -13.24%₹ 11,128 25.09%₹ 15,646 7.64%₹ 25,930 12.80%₹ 14,360 11.09%₹ 42,498 9.17%₹ 15,507 10.47%₹ 78,072 13.11%₹ 34,290 12.01%₹ 2,24,101
Mirae Asset Hybrid - Equity Fund -5.12%₹ 9,488 -4.97%₹ 9,503 -8.12%₹ 9,187 6.18%₹ 10,618 -6.84%₹ 11,554 27.36%₹ 16,221 11.05%₹ 26,806 12.54%₹ 14,263 13.06%₹ 43,728 10.86%₹ 16,748 11.57%₹ 80,224 - -

Portfolio Holdings

Portfolio holdings pattern of Axis Equity Hybrid Fund as on 20 May 2022 are listed below:

  • Equity Holdings:

    75.63%
  • Debt Holdings:

    14.68%
  • Others Holdings:

    9.69%

Top Sector Holdings of Axis Equity Hybrid Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 13.24% ₹ 249.50 Cr.
Computers - Software 11.20% ₹ 240.21 Cr.
NBFC 8.49% ₹ 159.96 Cr.
Auto ancillaries 5.70% ₹ 107.55 Cr.
Retailing 5.18% ₹ 97.59 Cr.
Others 56.19% -

Top Stock Holdings of Axis Equity Hybrid Fund

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 5.76% ₹ 108.58 Cr.
Bajaj Finance Ltd. 5.50% ₹ 103.72 Cr.
Tata Consultancy Services Ltd. 5.44% ₹ 102.45 Cr.
Avenue Supermarts Ltd. 5.18% ₹ 97.59 Cr.
ICICI Bank Ltd. 5.07% ₹ 95.46 Cr.
Others 73.05% -

Top Debt Instrument Type holdings of Axis Equity Hybrid Fund

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 14.68% ₹ 276.50 Cr.
Others 85.32% -

Top Debt Holdings of Axis Equity Hybrid Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Bank Of Baroda 2.19% ₹ 41.26 Cr.
Bond - National Bank for Agriculture & Rural Development 1.65% ₹ 31.17 Cr.
Bond - Air India Assets Holding Ltd. 1.35% ₹ 25.47 Cr.
Bond - Sikka Ports & Terminals Ltd. 1.34% ₹ 25.17 Cr.
Bond - Punjab National Bank 1.28% ₹ 24.20 Cr.
Others 92.19%

Other Holdings

Holding TypeHolding Percentage
TREPS 8.43%
Net Receivables 1.00%
FD 0.26%
Interest Rate Swaps 0.00%