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Axis Equity Hybrid Fund Direct Growth
2Direct
Growth
3 yr CAGR
+18.56%
2Direct
Growth
3 yr CAGR
+18.56%
Fund overview
Net Asset Value
₹16.38
AUM (Fund size)
1,706.62 Crore
Lock-in period
No Lock-in
Exit Load
1% in 365 days
Expense ratio
0.89%
Risk
Very High
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
2.42 Lakhs ₹
Min investment of ₹100 required
Top holdings
| Holdings | Weightage |
|---|---|
| Housing Development Finance Corp Ltd | 6.05% |
| Bajaj Finance Ltd | 5.95% |
| 7.26% Govt Stock 2032 | 5.9% |
| ICICI Bank Ltd | 5.66% |
| Tata Consultancy Services Ltd Shs Dematerialised | 4.73% |
| Avenue Supermarts Ltd | 4.69% |
| Kotak Mahindra Bank Ltd | 4.31% |
| Reliance Industries Ltd | 4.3% |
| Infosys Ltd | 3.41% |
| HDFC Bank Ltd | 3.08% |
Calculate returns
Monthly (SIP)
One-Time
₹
yrs
₹4,000 invested monthly becomes ₹0 in a period of 20 years
Top Sectors
Related Funds
| Fund | NAV | 3yr Returns | Risk |
|---|---|---|---|
| 47.39 | 25.28% | Very High Risk | |
| 81.14 | 24.88% | Very High Risk | |
| 275.71 | 29.35% | Very High Risk | |
| 268.03 | 20.68% | Very High Risk | |
| 49.22 | 26.73% | Very High Risk | |
| 17.32 | 18.03% | Very High Risk | |
| 43.08 | 19.78% | Very High Risk | |
| 26.42 | 21.82% | Very High Risk | |
| 285.49 | 20.28% | Very High Risk | |
| 1200.48 | 21.7% | Very High Risk |
Key Ratios
Key Ratios
| Ratio | This Fund | Category Avg | Insight |
|---|---|---|---|
| Alpha | -2.78% | 0.93% | Worse than category avg |
| Beta | 1.17% | 1.06% | Worse than category avg |
| Credit Rating | AA% | % | |
| Yield to maturity | 7.64% | 5.43% |
Alpha
Worse than category avg
Worse than category avgThe fund has underperformed the benchmark and has provided lower returns than the expected catgeory average
This fund
-2.78
Category avg.
0.93
BetaWorse than category avg
Worse than category avgThis fund is more volatile as compared to the index and is more risky as compared to category average
This fund
1.17
Category avg.
1.06
Credit Rating
Indicates a very strong ability to make timely interest and ultimate principal payments
This fund
AA
Category avg.
Yield to maturity
Fund is taking higher risk than average which may lead to higher returns
This fund
7.64
Category avg.
5.43
About Axis Asset Management Company Limited
Axis Mutual Fund had launched its first scheme in 2009. Mr. Chandresh Kumar Nigam is the MD & CEO. Axis Bank Limited holds 74.99% in Axis Mutual Fund.
Managers | R Sivakumar, Aditya Pagaria, Ashish Naik |
Custodians | Deutsche Bank AG |
Address | Axis Asset Management Company Ltd. Axis House, 1st Floor, C-2, Wadia International Centre, |
Fax Nos. | +91 22 43255199 |
Telephone Nos. | +91 22 43255161 |
Homepage | www.axismf.com |
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Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
2.42 Lakhs ₹
Min investment of ₹100 required
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Frequently Asked Questions
What are Balanced/Hybrid funds?
Hybrid funds are mutual funds in which the fund manager allocates your money in both equity and debt in a certain ratio. The ratio is decided when the fund is announced and it remains constant throughout.
Who should invest in a Balanced/hybrid fund?
Balanced funds are suitable for a medium-term horizon and are ideal for investors who are looking for a mixture of safety, income and modest capital appreciation
Who should invest in a Balanced/hybrid fund?
Balanced funds are suitable for a medium-term horizon and are ideal for investors who are looking for a mixture of safety, income and modest capital appreciation
What is a lock-in period?
It is the period for which your money will remain locked in the mutual fund. Most mutuals do not have any lock-in period. ELSS, Tax-Savers, come with a lock-in of 3 years which is the lowest compared to other 80C investment options. Lock-in period is calculated from the date of investment. Meaning SIPs will have different lock-in dates
Is KYC necessary for BLACK?
KYC is necessary for all fund houses. If you are investing through BLACK, you need to do your KYC just once. The same KYC will be used for all further investments.
What is a Mandate (Auto-SIP)?
A Mandate is a one-time registration through which you instruct your bank account to deduct a specified amount of money from your account daily towards investing into a SIP portfolio. Once you register for Mandate, you don’t have to follow the payment process every time you invest in the SIP.
