Axis Equity Hybrid Fund Regular Plan Growth Option | Pros & Cons NAV(14.15)

Axis Equity Hybrid Fund Regular Plan Growth Option

Hybrid: Aggressive

Fund Information

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

Very High Risk

Nifty 50

Benchmark

2018-08-09

Launched On

Type

1000

Min SIP

5000

Min Investment

1888

AUM in Crores

2.26

Expense Ratio

1.00

Exit Load

Axis Asset Management Company Ltd.

Fund House

R Sivakumar, Ashish Naik

Fund Managers

Axis Equity Hybrid Fund Regular Plan Option Pros & Cons

Pros

    Cons

    • Higher Expense Ratio
    • Axis Equity Hybrid Fund Regular Plan Growth Option is ranking 80th in last 5 years

    Average Returns

    Fund Name1Y (%)3Y (%)5Y (%)7Y (%)10Y (%)15Y (%)
    Axis Equity Hybrid Fund Regular Plan Growth Option 
    13.6616.44
    Nifty 50
    15.718.9415.6911.3813.3111.27

    Axis Equity Hybrid Fund Regular Plan Option Rolling Returns

    Fund Name3 Year (%)5 Year (%)
    AverageMaxMinAverageMaxMin
    Axis Equity Hybrid Fund Regular Plan Growth Option 
    19.5622.4115.58
    Nifty 50
    1561.7-15.2215.5147.66-1.03

    Risk Parameters

    Fund NameMeanStdSharpeBetaAlpha
    Axis Equity Hybrid Fund Regular Plan Growth Option 
    70.456.969.4430.2843.89
    Nifty 50
    82.718.364.247--
    Risk Parameters are calculated for the last 3 years data.

    Calender Year Returns

    Performance

    Best PerformanceWorst Performance
    PeriodReturnsPeriodReturns
    Week2020-04-03 - 2020-04-10
    7.99
    2020-03-11 - 2020-03-18
    -13.84
    Month2020-03-23 - 2020-04-23
    12.81
    2020-02-24 - 2020-03-24
    -25.7
    Quarter2020-03-23 - 2020-07-23
    27.66
    2019-12-04 - 2020-04-04
    -22.44
    Year2020-03-23 - 2021-03-23
    57.13
    2019-04-05 - 2020-04-05
    -14.88

    Portfolio

    Stock NameSector% of Total Holdings
    HDFC Bank Ltd.Financials5.72
    Bajaj Finance Ltd.Financials5.57
    Infosys Ltd.Technology5.28
    Tata Consultancy Services Ltd.Technology5.25
    ICICI Bank Ltd.Financials4.98
    Reliance Industries Ltd.Energy4.11
    Kotak Mahindra Bank Ltd.Financials4.09
    Avenue Supermarts Ltd.Retail and Other Services3.89
    Housing Development Finance Corporation Ltd.Financials3.84
    Maruti Suzuki India Ltd.Automobile and Ancillaries2.49
    Divi's Laboratories Ltd.Healthcare2.31
    Motherson Sumi Systems Ltd.Automobile and Ancillaries2.22
    PI Industries Ltd.Chemicals2.08
    Gland Pharma Ltd.Healthcare1.83
    Larsen & Toubro Ltd.Infrastructure1.71
    Bajaj Finserv Ltd.Financials1.67
    Endurance Technologies Ltd.Automobile and Ancillaries1.64
    Shree Cement Ltd.Construction1.56
    Grindwell Norton Ltd.Capital Goods1.23
    Nestle India Ltd.FMCG1.16
    Indian Railway Catering & Tourism Corporation Ltd.Travel1.12
    Asian Paints Ltd.Chemicals1.08
    Hindustan Unilever Ltd.FMCG1.05
    Info Edge (India) Ltd.Technology1.02
    Pidilite Industries Ltd.Chemicals1
    City Union Bank Ltd.Financials0.99
    Sumitomo Chemical India Ltd.Chemicals0.95
    Hindalco Industries Ltd.Metals0.93
    Wipro Ltd.Technology0.92
    Atul Ltd.Chemicals0.87
    L&T Technology Services Ltd.Capital Goods0.83
    The Indian Hotels Company Ltd.Travel0.82
    Cholamandalam Investment & Finance Company Ltd.Financials0.8
    Indiamart Intermesh Ltd.Retail and Other Services0.7
    SBI Life Insurance Company Ltd.Financials0.59
    EPL Ltd.Consumer Durables0.55
    Sun Pharmaceutical Industries Ltd.Healthcare0.48
    Suryoday Small Finance Bank Ltd.Financials0.41
    Reliance Industries Ltd - Partly Paid up Equity Shares (Rights Entitlements (REs)Energy0.22

    AUM Yearly

    YearScheme Total AumCategory Total Aum
    20211589.260.00
    20201648.510.00
    20191729.68156110.37

    Axis Equity Hybrid Fund Regular Plan Option Details

    Axis Equity Hybrid Fund Regular Plan Growth Option is a mutual fund scheme launched by Axis Asset Management Company Ltd..This fund has been launched on 2018-08-09. Axis Equity Hybrid Fund Regular Plan Growth Option currently has 1888 crores of assets under management (AUM) and has an expense ratio of 2.26 which is higher than what most other Large Cap funds charge.


    Axis Equity Hybrid Fund Regular Plan Growth Option has given returns of 13.66% in the last 1 year and 16.44% in the last 3 years. And since launch the fund has given 10.9% returns.


    This fund invests in companies which are fundamentally strong and having growth potential.


    Min sip to invest in this fund is Rs.1000 and lumpsum investment is Rs.5000.

    The top holdings of the fund are HDFC Bank Ltd. , Bajaj Finance Ltd. , Infosys Ltd. , Tata Consultancy Services Ltd. , ICICI Bank Ltd.

    Frquently Asked Questions

    1. What is the NAV of Axis Equity Hybrid Fund Regular Plan Option?

    The current Net Asset Value (NAV) of the Axis Equity Hybrid Fund Regular Plan Option is 14.15

    2. Axis Equity Hybrid Fund Regular Plan Option Rolling Returns

    The 3 year rolling returns of the Axis Equity Hybrid Fund Regular Plan Option:

    • Mean : 19.56%
    • Max : 22.41%
    • Min : 15.58%

    3. How do I invest in Axis Equity Hybrid Fund Regular Plan Option?

    1. Click here Invest Now
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    Axis Equity Hybrid Fund Regular Plan Growth Option



    Investment Duration 3 years

    Disclaimer

    Please note that these calculators are for illustrations only and do not represent actual returns. Mutual Funds do not have a fixed rate of return and it is not possible to predict the rate of return.