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Axis Equity Hybrid Fund

Axis Equity Hybrid Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

3 Years

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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

  • ₹ 14.590

    as on 02 Aug 2021
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 1,671 Cr.

    as on 02 Aug 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 ₹ 14.590 as on 02 Aug 2021.

This fund has 2 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 7.10% 23.07% 40.00% 83.24% 42.61% 26.47% 19.10% 15.53% 85.08% 61.41% 42.23% 27.28% 19.78%
Category Average 2.80% 10.93% 14.23% 42.83% 21.24% 12.48% 12.01% 12.32% 41.07% 31.03% 21.98% 15.28% 13.57%
Axis Equity Hybrid Fund 3.55%₹ 10,354 11.54%₹ 11,154 11.63%₹ 11,162 37.12%₹ 13,712 35.51%₹ 14,189 20.34%₹ 14,488 27.31%₹ 31,153 - - - - - -
DSP Equity And Bond Fund 3.66%₹ 10,366 11.92%₹ 11,192 14.97%₹ 11,497 44.67%₹ 14,466 43.46%₹ 14,655 24.10%₹ 15,411 32.41%₹ 32,562 15.16%₹ 15,278 24.25%₹ 51,194 13.54%₹ 18,875 16.93%₹ 91,571 13.18%₹ 34,531 15.13%₹ 2,65,009
Canara Robeco Equity Hybrid Fund 2.52%₹ 10,252 10.36%₹ 11,036 11.76%₹ 11,176 37.99%₹ 13,798 36.09%₹ 14,224 23.08%₹ 15,157 29.72%₹ 31,815 15.00%₹ 15,214 22.52%₹ 49,992 14.19%₹ 19,420 16.76%₹ 91,195 14.14%₹ 37,578 15.27%₹ 2,66,883
Mirae Asset Hybrid - Equity Fund 2.89%₹ 10,289 11.15%₹ 11,114 12.77%₹ 11,277 39.70%₹ 13,969 38.84%₹ 14,386 20.59%₹ 14,549 30.08%₹ 31,915 14.34%₹ 14,954 21.84%₹ 49,527 13.85%₹ 19,138 16.30%₹ 90,175 - -
Principal Hybrid Equity Fund 2.93%₹ 10,293 10.07%₹ 11,006 12.38%₹ 11,238 39.83%₹ 13,982 38.21%₹ 14,348 19.76%₹ 14,348 29.71%₹ 31,812 10.73%₹ 13,581 19.91%₹ 48,210 13.53%₹ 18,863 14.33%₹ 85,922 13.34%₹ 35,025 14.26%₹ 2,52,894
Kotak Equity Hybrid 1.83%₹ 10,183 9.39%₹ 10,939 15.51%₹ 11,550 50.22%₹ 15,022 43.94%₹ 14,683 24.44%₹ 15,493 34.66%₹ 33,193 15.12%₹ 15,263 25.13%₹ 51,821 12.82%₹ 18,284 16.76%₹ 91,195 - -

Portfolio Holdings

Portfolio holdings pattern of Axis Equity Hybrid Fund as on 04 Aug 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%