AXIS Hybrid Mutual Funds', offer 0 different types of mutual fund schemes under the hybrid mutual fund category. The total AUM belonging to these hybrid funds as on September 2024 is Rs 315819.33844661 crores. The AXIS hybrid schemes include balanced funds, multi-asset allocation funds, balanced advantage funds, equity savings funds, and arbitrage funds.
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Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
8.704% | 8.896% | ||
8.809% | 10.212% | ||
6.18% | 7.783% | ||
12.876% | 10.701% | ||
9.954% | 12.655% | ||
- | 30.621% |
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The tax on Axis MF Hybrid funds depends on the percentage of exposure of the scheme towards equity and debt. If the scheme is exposed to equity securities of more than 65%, then the tax treatment is similar to that of an equity fund. Otherwise, it will be similar to that of debt fund taxation. Therefore, the following table shows the taxation of Axis Hybrid Mutual Funds –
Funds | Short Term Capital Gains (STCG) | Long Term Capital Gains (LTCG) |
Equity oriented fund | Holding Period: less than 12 months Tax: at 15% flat in investor’s hands irrespective of the income tax slab rate. | Holding period: 12 months or more Tax: Capital gains up to Rs. 1 lakh are exempted. Above Rs. 1 lakh is taxable at 10% |
Debt-oriented Fund (Till March 31st 2023)* | Holding Period: less than 36 months Tax: The capital gains are added to the overall income and taxed as per the individual income tax slab rate. | Holding Period: 36 months or more Tax: Capital gains are taxable at 20% with indexation. |
*Note: From April 1st 2023, the capital gains from debt mutual funds are taxable as per the investor’s income tax slab rate. This is in accordance to the Finance Bill 2023. Debt mutual funds will no longer have LTCG benefit.
Recommended: To visit and learn more about Tax on Mutual Funds & calculate with Axis SIP Calculator