Formerly Axis Equity Hybrid Fund Reg Mn DP
₹ 12.77
NAV (Mar 27)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 12.77
NAV (Mar 27)
Last 1Y | 23.3% |
Last 3Y | 11% |
Last 5Y | 12.1% |
Last 10Y | NA |
Since Inception | 10.6% |
6 Month CAGR | 7.8% |
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 | 2.15 |
Launched (6y ago) | Aug 09, 2018 |
AUM in Crores | 1590.428 |
ISIN | INF846K01F08 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 10.6 |
Standard Deviation (5yr) | 14.3 |
Beta (3yr) | 1.12 |
Beta (5yr) | 1.11 |
Sharpe Ratio (3yr) | 0.515 |
Sharpe Ratio (5yr) | 0.564 |
YTM | 7.69 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Axis Equity Hybrid Fund Pyt (PIDCW-M) | 9,87,109 | 2,54,497 | 12.1% | |
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.
icici bank ltd
5.9%hdfc bank ltd
4.5%reliance industries ltd
3.4%infosys ltd
3.4%clearing corporation of india ltd
3.1%financial services
20.4%consumer cyclical
8.8%technology
8.3%basic materials
8.2%healthcare
6.5%Fund Name | Fund Size | Rolling Returns |
---|---|---|
₹ 32,429 cr | ||
₹ 10,622 cr | ||
₹ 8,729 cr | ||
₹ 3,090 cr | ||
₹ 741 cr |
Axis Asset Management Company Limited
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
5.2% | 7.9% | ||
5.4% | 7% | ||
5.3% | 7.5% | ||
6% | 8% | ||
5.9% | 7% |
Axis Equity Hybrid Fund Pyt (PIDCW-M) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 10.6% over a period of 5 years. The fund was previously known as Axis Equity Hybrid Fund Reg Mn DP. 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 Pyt (PIDCW-M) as of 3/27/2024 is ₹12.77 with the total AUM as of 3/28/2024 is ₹1590.428. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Equity Hybrid Fund Pyt (PIDCW-M) 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 Pyt (PIDCW-M) 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.
What is Axis Equity Hybrid Fund Pyt (PIDCW-M)?
How to invest in Axis Equity Hybrid Fund Pyt (PIDCW-M)?
You can invest in Axis Equity Hybrid Fund Pyt (PIDCW-M) 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 Pyt (PIDCW-M)?
The minimum sip amount for Axis Equity Hybrid Fund Pyt (PIDCW-M) is ₹1000. You can invest in multiples of ₹5000.
Is Axis Equity Hybrid Fund Pyt (PIDCW-M) good to invest in?
As per Scripbox experts, Axis Equity Hybrid Fund Pyt (PIDCW-M) is a Not Reviewed Yet fund. You can investAxis Equity Hybrid Fund Pyt (PIDCW-M) 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 Pyt (PIDCW-M)?
The expense ratio of the Axis Equity Hybrid Fund Pyt (PIDCW-M) is 2.15% for regular plan.