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  • Axis Equity Hybrid Fund (Growth)
Axis Mutual Fund

Axis Equity Hybrid Fund (Growth)

HybridAggressive Hybrid

15.48

NAV (Dec 02)

10.8%
Till Date CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in aggressive hybrid mutual funds.

Aggressive hybrid funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.

Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt.

This makes their performance difficult to assess.

With a high Equity component, the impact of market fluctuations on these funds is also high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Outperformance Consistency

Good

The performance of the fund on a Outperformance Consistency metric has been Good

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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

15.48

NAV (Dec 2)

Fund Returns

Last 1Y

-2%

Last 3Y

11.7%

Last 5Y

NA

Last 10Y

NA

Since Inception

10.8%

6 Month CAGR

8.2%

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 (4y ago)

Aug 09, 2018

AUM in Crores

1899.527

ISIN

INF846K01E90

Lock-in

No Lock-in

Benchmark

CRISIL Hybrid 35+65 - Agg TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

17

Standard Deviation (5yr)

0

Beta (3yr)

1.13

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

YTM

0

Fund Managers

Kaustubh Sule

Fund Manager

R Sivakumar

Fund Manager

Ashish Naik

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-12-02

Top Stock Holdings

bajaj finance ltd

6.3%
6.3%

icici bank ltd

6.1%
6.1%

avenue supermarts ltd

5.2%
5.2%

tata consultancy services ltd

4.7%
4.7%

infosys ltd

4.4%
4.4%
See all holdings

Allocation by Sector

financial services

26.9%
26.9%

technology

9.7%
9.7%

consumer defensive

8%
8%

consumer cyclical

8%
8%

basic materials

7.2%
7.2%
See all sectors

Compare Axis Equity Hybrid Fund (Growth)

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

₹ 21,109 cr

₹ 3,307 cr

₹ 761 cr

₹ 428 cr

₹ 2,759 cr

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 255,604 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 30 equity,104 debt and 32 hybrid funds.

amc-img

  • 022-43255161
  • customerservice@axismf.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    6%

    8%

    4.1%

    7%

    6.5%

    8.1%

    5.7%

    7.6%

    10.8%

    4.3%

    Axis Equity Hybrid Fund (G) Review

    Axis Equity Hybrid Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 10.8% over a period of 4 years. The fund is managed by Axis Asset Management Company Limited. The fund managers are Ashish Naik, Kaustubh Sule, R Sivakumar.

    Nav of Axis Equity Hybrid Fund (G) as of 12/2/2022 is ₹15.48 with the total AUM as of 12/3/2022 is ₹1899.527. 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 stocks 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 Neutral 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.