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Axis Equity Hybrid Fund

Axis Equity Hybrid Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

19.93

as on 21 Oct 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 17,276 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

  • ₹ 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

  • 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 ₹ 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

    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 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

Portfolio holdings pattern of Axis Equity Hybrid Fund as on 22 Oct 2021 are listed below:

  • Equity Holdings:

    77.01%
  • Debt Holdings:

    15.05%
  • Others Holdings:

    7.94%

Top Sector Holdings of Axis Equity Hybrid Fund

Name of SectorHolding PercentageHolding 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 StocksHolding PercentageHolding 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 TypeHolding PercentageHolding Values in Crore
NCD & Bonds 15.05% ₹ 251.50 Cr.
Others 84.95% -

Top Debt Holdings of Axis Equity Hybrid Fund

Name of Debt InstrumentHolding PercentageHolding 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 TypeHolding Percentage
TREPS 7.66%
FD 0.29%
Net Receivables -0.01%