- Mutual Funds
- Axis Mutual Fund
- Axis Equity Hybrid Fund (G)
Axis Equity Hybrid Fund (G)
₹ 20.69
NAV (Sep 13)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 20.69
NAV (Sep 13)
Fund Returns
Last 1Y | 27% |
Last 3Y | 10% |
Last 5Y | 15% |
Last 10Y | NA |
Since Inception | 12.7% |
6 Month CAGR | 21.3% |
Scheme Information
The scheme seeks 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.
Expense Ratio | 2.13 |
Launched (0y ago) | 2.13 |
AUM in Crores | 1690.6 |
ISIN | INF846K01E90 |
Lock-in | |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | 11.1 |
Beta | 0.9 |
Sharpe Ratio | 0.5 |
YTM |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Axis Equity Hybrid Fund (G) | 10,63,784 | 3,31,172 | 15% | |
| 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
ICICI Bank Ltd.
5.5%HDFC Bank Ltd.
4.5%Infosys Ltd.
3.9%GOI
3.6%GOI
3.3%Allocation by Sector
Financial
19.97%Technology
7.85%Automobile
7.37%Energy
6.64%Healthcare
6.47%Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 48,201 cr | ||
₹ 3,347 cr | ||
₹ 5,088 cr | ||
₹ 12,399 cr | ||
₹ 24,644 cr |
About the AMC
Axis Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.038% | 7.007% | ||
- | 5.633% | ||
5.672% | 4.888% | ||
6.172% | 8.012% | ||
5.958% | 7.069% |
Axis Equity Hybrid Fund (G) Review
Axis Equity Hybrid Fund (G) is a Hybrid Hybrid fund and has delivered an annualised return of 12.655% over a period of 6 years. The fund is managed by Axis Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object],[object Object],[object Object].
Nav of Axis Equity Hybrid Fund (G) as of 9/13/2024 is ₹20.69 with the total AUM as of 9/14/2024 is ₹1690.576117. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Equity Hybrid Fund (G) was launched on 2018-08-09. The category risk of the fund is High.
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 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 2.13% for regular plan.