Fund Performance
Lumpsum
SIP
8.83
as on 31 Jan 20233 Years
Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 12,891 today.
NAV Performance
Fund Information
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₹ 14.580
as on 31 Jan 2023 -
Regular - Growth
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13 / 33
-
₹ 5,000
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₹ 1,885 Cr.
as on 31 Dec 2021 -
2.09%
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09 Aug 2018
-
Nifty 50
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Axis Mutual Fund
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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 ₹ 14.580 as on 31 Jan 2023.
This fund has 4 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
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About Kaustubh Sule
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About R. Sivakumar
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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 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 | 1.98% | 2.69% | 10.54% | 27.10% | 27.59% | 28.15% | 17.13% | 17.23% | 9.84% | 14.76% | 25.60% | 22.81% | 18.01% |
| Category Average | -1.67% | -1.54% | 3.34% | 2.27% | 13.65% | 12.97% | 8.88% | 12.27% | 3.54% | 5.56% | 12.93% | 12.05% | 11.63% |
| Axis Equity Hybrid Fund | -3.38%₹ 9,662 | -4.46%₹ 9,554 | -2.47%₹ 9,752 | -5.75%₹ 9,424 | -5.13%₹ 11,663 | 7.89%₹ 11,645 | -0.49%₹ 23,877 | 8.83%₹ 12,891 | 7.34%₹ 40,238 | - | - | - | - |
| ICICI Prudential Equity & Debt Fund | -0.34%₹ 9,965 | -0.03%₹ 9,997 | 6.64%₹ 10,664 | 6.87%₹ 10,687 | 9.50%₹ 12,612 | 25.35%₹ 15,730 | 14.76%₹ 27,797 | 20.20%₹ 17,373 | 23.18%₹ 50,482 | 12.74%₹ 18,218 | 18.31%₹ 94,793 | 15.44%₹ 42,075 | 15.46%₹ 2,69,823 |
| Kotak Equity Hybrid | -1.49%₹ 9,850 | -0.98%₹ 9,902 | 3.62%₹ 10,361 | 2.92%₹ 10,291 | 4.79%₹ 12,310 | 15.10%₹ 13,258 | 7.38%₹ 25,873 | 14.75%₹ 15,114 | 15.78%₹ 45,503 | 10.44%₹ 16,430 | 14.36%₹ 86,010 | - | - |
| Canara Robeco Equity Hybrid Fund | -2.02%₹ 9,797 | -2.26%₹ 9,773 | 1.95%₹ 10,194 | -0.36%₹ 9,963 | 2.05%₹ 12,133 | 11.19%₹ 12,371 | 4.20%₹ 25,061 | 12.73%₹ 14,330 | 10.99%₹ 42,462 | 10.33%₹ 16,349 | 11.76%₹ 80,663 | 13.08%₹ 34,219 | 12.40%₹ 2,29,041 |
| DSP Equity And Bond Fund | -1.70%₹ 9,830 | -1.84%₹ 9,816 | 0.61%₹ 10,060 | -2.53%₹ 9,746 | 0.94%₹ 12,061 | 9.35%₹ 11,962 | 1.95%₹ 24,490 | 10.65%₹ 13,549 | 9.60%₹ 41,603 | 8.75%₹ 15,215 | 10.57%₹ 78,302 | 12.20%₹ 31,646 | 11.58%₹ 2,19,256 |
| Mirae Asset Hybrid - Equity Fund | -1.79%₹ 9,821 | -1.05%₹ 9,895 | 2.14%₹ 10,213 | 0.73%₹ 10,073 | 3.42%₹ 12,222 | 11.94%₹ 12,537 | 5.01%₹ 25,267 | 12.55%₹ 14,263 | 12.02%₹ 43,105 | 9.45%₹ 15,713 | 11.64%₹ 80,414 | - | - |
Portfolio Holdings
Top Sector Holdings of Axis Equity Hybrid Fund
| Name of Sector | Holding Percentage | Holding 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 Stocks | Holding Percentage | Holding 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 Type | Holding Percentage | Holding Values in Crore |
|---|---|---|
| NCD & Bonds | 14.68% | ₹ 276.50 Cr. |
| Others | 85.32% | - |
Top Debt Holdings of Axis Equity Hybrid Fund
| Name of Debt Instrument | Holding Percentage | Holding 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 Type | Holding Percentage |
|---|---|
| TREPS | 8.43% |
| Net Receivables | 1.00% |
| FD | 0.26% |
| Interest Rate Swaps | 0.00% |