- Mutual Funds
- Axis Mutual Fund
- Axis Equity Hybrid Fund (Growth)
Axis Equity Hybrid Fund (Growth)
₹ 16.38
NAV (Nov 30)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 16.38
NAV (Nov 30)
Fund Returns
Last 1Y | 5.6% |
Last 3Y | 10% |
Last 5Y | 10.9% |
Last 10Y | NA |
Since Inception | 9.7% |
6 Month CAGR | 6.7% |
Scheme Information
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. However,there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
Expense Ratio | 2.1 |
Launched (5y ago) | Aug 09, 2018 |
AUM in Crores | 1600.466 |
ISIN | INF846K01E90 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 12 |
Standard Deviation (5yr) | 14.3 |
Beta (3yr) | 1.17 |
Beta (5yr) | 1.12 |
Sharpe Ratio (3yr) | 0.59 |
Sharpe Ratio (5yr) | 0.444 |
YTM | 7.78 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Axis Equity Hybrid Fund (Growth) | 9,57,191 | 2,24,579 | 10.9% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
bajaj finance ltd
5.4%icici bank ltd
5.2%hdfc bank ltd
4.8%avenue supermarts ltd
3.8%tata consultancy services ltd
3.4%Allocation by Sector
financial services
22.6%basic materials
10.1%consumer cyclical
8.1%technology
7.6%consumer defensive
6.5%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 9,338 cr | ||
₹ 26,182 cr | ||
₹ 7,605 cr | ||
₹ 3,301 cr | ||
₹ 2,920 cr |
About the AMC
Axis Asset Management Company Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4% | 7.8% | ||
4.9% | 7% | ||
5.3% | 7.9% | ||
4.5% | 7.5% | ||
5.6% | 7% |
Axis Equity Hybrid Fund (G) Review
Axis Equity Hybrid Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 9.7% over a period of 5 years. The fund is managed by Axis Asset Management Company Limited. The fund managers are Aditya Pagaria, Ashish Naik, Jayesh Sundar, R Sivakumar.
Nav of Axis Equity Hybrid Fund (G) as of 11/30/2023 is ₹16.38 with the total AUM as of 12/1/2023 is ₹1600.466. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Equity Hybrid Fund (G) was launched on Aug 09, 2018. The category risk of the fund is Very High Risk.
The minimum SIP amount for Axis Equity Hybrid Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is Axis Equity Hybrid Fund (G)?
How to invest in Axis Equity Hybrid Fund (G)?
You can invest in Axis Equity Hybrid Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Axis Equity Hybrid Fund (G)?
The minimum sip amount for Axis Equity Hybrid Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Axis Equity Hybrid Fund (G) good to invest in?
As per Scripbox experts, Axis Equity Hybrid Fund (G) is a Not Reviewed Yet fund. You can investAxis Equity Hybrid Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Axis Equity Hybrid Fund (G)?
The expense ratio of the Axis Equity Hybrid Fund (G) is 2.1% for regular plan.