Click here for top ranked funds in aggressive hybrid mutual funds.
However, Scripbox does not recommend investing in aggressive hybrid mutual funds.
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.
No single fund can achieve what a plan can. Learn why
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.
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.
Axis Asset Management Company Limited manages assets worth 222,545 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 33 equity,93 debt and 35 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
About Axis Equity Hybrid Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-M)
About Axis Equity Hybrid Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-M)
Axis Equity Hybrid Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-M) is a aggressive hybrid hybrid fund and has delivered an annualised return of 13.3% over a period of 3 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 Ashish Naik, R Sivakumar
Axis Equity Hybrid Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-M) 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. However, there is no assurance that the objective of the scheme will be realized.
Axis Equity Hybrid Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-M) NAV,AUM,Risk
The Axis Equity Hybrid Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-M) fund was launched on Aug 09, 2018. The NAV (Net Asset Value) of this aggressive hybrid hybrid as of 2021-07-23 is ₹ 13.66. The total AUM (Asset Under Management) of the fund as of 2021-07-26 is ₹ 1670.699. The category risk of the Axis Equity Hybrid Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-M) fund is Very High Risk.
The fund charges 2.17 % as expense ratio.
Axis Equity Hybrid Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-M) Holdings
The fund’s highest allocation is towards equity and has invested 77.0% in this asset class. The top three holdings of the fund are bank of baroda,air india assets holding limited and sikka ports & terminals limited
Axis Equity Hybrid Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-M) SIP
The minimum SIP (Systematic Investment Plan) amount for this 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.
Axis Equity Hybrid Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-M) Investment volatility and Horizon
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Hybrid 35+65 - Agg TR INR
Axis Equity Hybrid Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-M) Review
Axis Equity Hybrid Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-M) has a score of 3 on a scale of 5. The fund scores 2 out of 5 based on historical performance. As compared to the other funds in its category, Axis Equity Hybrid Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-M) has a score of 4 out of 5.
Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.
