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3 Year return
11.56%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹1588.78 Cr.
Expense Ratio
1.02% (inclusive of GST)
Exit Load
If redeemed/swich out before 12 months from the date of allotment: - For 10% of investment : Nil - For remaining investment : 1% 1.00% - If redeemed/switched out on or before 12 months from the date of allotment NIL - If redeemed/switch out after 12 months from the date of allotment.
Tax Implications
Withdrawal within 1 year
Exit load + 15% tax on gains
Withdrawal after 1 year
10% tax on gains over ₹1 Lakh per financial year
Fund Holdings
| Other Holdings | % of Asset |
|---|---|
| TCS | 2.88 % |
| Bharti Airtel | 2.55 % |
| GSEC2033 | 2.51 % |
| M & M | 2.49 % |
| P I Industries | 2.45 % |
| Larsen & Toubro | 2.39 % |
| GSEC2063 | 2.18 % |
| St Bk of India | 2.02 % |
| NTPC | 1.96 % |
| Avenue Super. | 1.91 % |
| Bajaj Finserv | 1.73 % |
| Sun Pharma.Inds. | 1.62 % |
| Bharti Telecom | 1.59 % |
| Bharat Hig.InvIT | 1.57 % |
| Sansera Enginee. | 1.54 % |
| Godrej Consumer | 1.4 % |
| Mankind Pharma | 1.39 % |
| St Bk of India | 1.38 % |
| Bajaj Finance | 1.32 % |
| Divi's Lab. | 1.29 % |
| Muthoot Finance | 1.25 % |
| Kotak Mah. Bank | 1.22 % |
| FSN E-Commerce | 1.21 % |
| Coal India | 1.19 % |
| Samvardh. Mothe. | 1.16 % |
| Cholaman.Inv.&Fn | 1.12 % |
| Brigade Enterpr. | 1.06 % |
| Jio Financial | 1.06 % |
| R R Kabel | 1.01 % |
| Fine Organic | 1 % |
| Sumitomo Chemi. | 0.99 % |
| J B Chem & Pharm | 0.96 % |
| HDFC Bank | 0.95 % |
| Power Fin.Corpn. | 0.95 % |
| Indian Bank | 0.95 % |
| Uno Minda | 0.95 % |
| 360 One Prime | 0.94 % |
| Aadhar Hsg. Fin. | 0.94 % |
| Motherson Wiring | 0.93 % |
| Embassy Off.REIT | 0.93 % |
| Tata Motors | 0.91 % |
| I O C L | 0.9 % |
| HDFC Bank | 0.9 % |
| Cholaman.Inv.&Fn | 0.88 % |
| SBI Life Insuran | 0.86 % |
| C C I | 0.84 % |
| Apollo Hospitals | 0.82 % |
| Zomato Ltd | 0.81 % |
| Can Fin Homes | 0.79 % |
| Doms Industries | 0.78 % |
| Grasim Inds | 0.76 % |
| Mphasis | 0.73 % |
| Nestle India | 0.73 % |
| Shree Cement | 0.69 % |
| Team Lease Serv. | 0.68 % |
| M T N L | 0.64 % |
| DLF Home Develop | 0.63 % |
| TBILL-364D | 0.63 % |
| M T N L | 0.63 % |
| TBILL-91D | 0.62 % |
| Indostar Capital | 0.62 % |
| Info Edg.(India) | 0.61 % |
| Cams Services | 0.54 % |
| Vedant Fashions | 0.45 % |
| K P R Mill Ltd | 0.43 % |
| Navin Fluo.Intl. | 0.43 % |
| Clean Science | 0.41 % |
| Alkem Lab | 0.39 % |
| HCL Technologies | 0.34 % |
| Punjab Natl.Bank | 0.31 % |
| SK Finance | 0.31 % |
| Power Fin.Corpn. | 0.19 % |
| Schaeffler India | 0.17 % |
| Maruti Suzuki | 0.14 % |
| Sona BLW Precis. | 0.13 % |
| WEST BENGAL 2027 | 0.13 % |
| Hind. Unilever | 0.1 % |
| Power Fin.Corpn. | 0.07 % |
| Suryoday Small | 0.06 % |
| Aether Industri. | 0.05 % |
| KARNATAKA SDL 2025 | 0.03 % |
| Grasim Inds PP | 0.01 % |
| GSEC2028 | 0 % |
| Net CA & Others | -1.26 % |
Axis Mutual Fund Managers
AN
Ashish Naik
Fund Manager since Nov 2018
Fund House Details
Axis Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
|
Funds
|
3 Y Returns
|
ARQ Rating
|
|---|---|---|
|
JM Aggressive Hybrid Fund Direct IDCW Payout |
24.89% |
3.5 |
|
Bank of India Mid and Small Cap Equity and Debt Fund Direct Plan IDCW Payout |
23.86% |
3 |
|
Quant Absolute Fund IDCW Direct Plan Payout |
22% |
4 |
Schemes by Axis Mutual Fund
List of mutual fund schemes by AMC
Other . FoFs Domestic
Axis All Seasons Debt Fund of Funds Direct Plan Annual IDCW Payout
Other . FoFs Domestic
Axis All Seasons Debt Fund of Funds Direct Plan Annual IDCW Reinvestment
Other . FoFs Domestic
Axis All Seasons Debt Fund of Funds Direct Plan Growth
Other . FoFs Domestic
Axis All Seasons Debt Fund of Funds Direct Plan Half Yearly Dividend Option Payout
Other . FoFs Domestic
Axis All Seasons Debt Fund of Funds Direct Plan Half Yearly Dividend Option Reinvestment
About Axis Equity Hybrid Fund Direct Plan Growth
Axis Equity Hybrid Fund Direct Plan Growth is a hybrid open-ended fund that primarily invests in equities and derivatives related to equity. This aggressive hybrid fund is from Axis Mutual Fund house. The CRISIL Hybrid 35+65 Aggressive Index is the benchmark for this fund. It follows a bottom-up investing with high quality stocks.
Investment Objective of The Scheme
Axis Equity Hybrid Fund Direct Plan Growth has an investment goal of providing long-term capital appreciation by investing in a variety of debt, money market, and equity-linked products. The fund will adhere to the Axis principle of bottom-up stock selection. This scheme has the potential for stock capital gains and debt stability, all while being tax-efficient. The scheme also comes with an income withdrawal facility that is tax-efficient.
Key Features of The Fund
| 5-year return | 13.31% |
| Expense Ratio | 1.02% |
| Fund Manager | Ashish Naik |
| Fund Size | ₹1588.78 Cr |
| Risk Profile | Very High |
Is This Scheme Right for Me?
If you are an investor looking for capital appreciation and income production to occur over a medium to long term period, Axis Equity Hybrid Fund Direct Plan Growth could be a good option to consider for you. This scheme is fit for investors who would be willing to expose themselves to equity. The suggested investment horizon for investing in this scheme is three years or more.
AMC Contact Details
| Name | Axis Mutual Fund |
| Launch Date | January 2009 |
| Addresss | Axis House, First Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai - 400025 |
| Contact | 8108622211 |
| customerservice@axismf.com | |
| Website | https://www.axismf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
