Axis Equity Hybrid Fund Regular Growth - Latest NAV, Returns, Performance & Portfolio

Axis Equity Hybrid Fund

  • highlight--%
  • highlight0.11(1.1%)

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Min amount: 5000

Investment mode is LumpSum (One Time)

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years--
3 Years--
1 Year--
6 Months5%
Fund Details
ISININF846K01E90
RiskModerately High risk
Fund TypeAggressive Allocation
NAV10.08
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
Tata Consultancy Services Ltd6.71%
HDFC Bank Ltd6.46%
Kotak Mahindra Bank Ltd5.91%
Bajaj Finance Ltd4.49%
Housing Development Finance Corp Ltd4.07%
ICICI Bank Ltd3.88%
Reliance Industries Ltd3.25%
Infosys Ltd2.38%
Bajaj Finserv Ltd2.3%
Power Finance Corporation Ltd.2.27%

About Axis Equity Hybrid Fund

It is an open-ended scheme that invests across equity and debt markets to generate stable returns for investors in the medium term. Hybrid funds invest into a mix of equity and debt. Equity-oriented hybrid schemes invest at least 65% of the investments in equity. These hybrid schemes are less volatile than equity funds because of their mixed portfolio. The debt investments ensures stability in times of volatility. The Scheme is benchmarked against CRISIL Balanced Fund Index.

Pros & Cons of Axis Equity Hybrid Fund

  1. Being a hybrid scheme, it gives investor the best of both worlds (equity and debt). From a tax implication view, since a dominant portion is parked in equities if the units are redeemed within a holding period of one year, the Scheme attracts a Short Term Capital Gain Tax of 15%. And if redeemed after a period of 1 year, the Long Term Capital Gains) in excess of Rs 1 lakh is taxed @ 10%.
  2. The Scheme is not ranked in aggressive hybrid fund category by Crisil for this quarter.

Fund Information & Statistics of Axis Equity Hybrid Fund

i) Inception / Launch date

Axis Mutual Fund launched the Scheme on 20 July 2018. The Scheme is available under Regular and Direct Plan. Each Plan is offered under Growth and Dividend (Payout and reinvestment) Options.

ii) Risk level

It is only suitable for investors with a high-risk appetite and investment time horizon of at least 5 years.

iii) Redemption

The redemption proceeds are dispatched to the unit holders within 10 working days from the receipt of the redemption requests at the Authorized Centre of Axis Mutual Fund.

iv) Fund Manager

The Scheme is managed by Mr. Shreyash Devalkar, Mr. Ashish Naik (both for equity portion) and Mr. R Sivakumar (for the debt portion). These managers are managing the Scheme since inception.

v) Entry / Exit load

For redemptions of up-to 10% of initial investment amount within 1 year from date of allotment is Nil. If units are redeemed in excess of the limit within 1 year are charged 1% exit load. No Exit load is charged if redeemed post 1 year of allotment.

About Axis Mutual Fund

Axis Mutual Fund launched its first scheme in October 2009 and currently managing more than 50 schemes with over 20 lakh active investor accounts. Mr. Chandresh Kumar Nigam is the MD & CEO of the fund house. Axis bank Ltd holds 75% of stake and 25% of stake is held by Schroder Singapore Holdings Private Limited.

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Start your investment

Min amount: 5000

Investment mode is LumpSum (One Time)
Need help?
Moderately High risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns