• Mutual Funds
  • Axis Mutual Fund
  • Axis Equity Hybrid Fund (Growth)
Axis Mutual Fund

Axis Equity Hybrid Fund (Growth)

HybridAggressive Hybrid

18.62

NAV (Jun 11)

12.3%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

18.62

NAV (Jun 11)

Fund Returns

Last 1Y
20.7%
Last 3Y
10.2%
Last 5Y
12.3%
Last 10Y
NA
Since Inception
11.2%
6 Month CAGR
10.8%

Scheme Information

Investment 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. 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
2.14
Launched (6y ago)
Aug 09, 2018
AUM in Crores
1575.042
ISIN
INF846K01E90
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
10.5
Standard Deviation (5yr)
14.2
Beta (3yr)
1.13
Beta (5yr)
1.12
Sharpe Ratio (3yr)
0.409
Sharpe Ratio (5yr)
0.482
YTM
7.88
Fund Managers

Ashish Naik

Fund Manager

Devang Shah

Fund Manager

Jayesh Sundar

Fund Manager

Aditya Pagaria

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Axis Equity Hybrid Fund (Growth)70%9,92,211 2,59,59912.3%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-06-11

Top Stock Holdings

icici bank ltd

6.2%
6.2%

hdfc bank ltd

4.9%
4.9%

7.18% govt stock 2037

3.8%
3.8%

7.25% govt stock 2063

3.5%
3.5%

reliance industries ltd

3%
3%
See all holdings

Allocation by Sector

financial services

22.2%
22.2%

consumer cyclical

10%
10%

industrials

8.1%
8.1%

technology

7.4%
7.4%

basic materials

6.9%
6.9%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 34,733 cr

₹ 11,135 cr

₹ 9,275 cr

₹ 2,114 cr

₹ 2,400 cr

amc-img

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 297,864 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 62 equity,113 debt and 32 hybrid funds.amc-img
phone-img022-43255161
Fund NameScripbox Opinion
Till Date CAGR

4.8%

7.9%

5.7%

7%

5.7%

7%

5.8%

8%

-

5.2%

Axis Equity Hybrid Fund (G) Review

Axis Equity Hybrid Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 11.2% over a period of 5 years. The fund is managed by Axis Asset Management Company Limited. The fund managers are Aditya Pagaria, Ashish Naik, Devang Shah, Jayesh Sundar.

Nav of Axis Equity Hybrid Fund (G) as of 6/11/2024 is ₹18.62 with the total AUM as of 6/12/2024 is ₹1575.042. 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)?

Axis Equity Hybrid Fund (G) is a Aggressive Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

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 2.14% for regular plan.