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
Historical NAV
₹ 14.85
NAV (Oct 26)
Fund Returns
Last 1Y
45%
Last 3Y
20.9%
Last 5Y
NA
Last 10Y
NA
Since Inception
16.2%
6 Month CAGR
25.6%
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 254,506 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
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01
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02
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03
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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 16.2% 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 fund as of 2021-10-26 is ₹14.85. The total AUM (Asset Under Management) of the fund as of 27/10/2021 is ₹1868.128. 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 2.26 % 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 77.3% in this asset class. The top three holdings of the fund are , tata consultancy services ltd , infosys ltd , bajaj finance ltd , avenue supermarts ltd , icici bank ltd , hdfc bank ltd , clearing corporation of india ltd , kotak mahindra bank ltd , reliance industries ltd , housing development finance corp ltd , ntpc limited , pi industries ltd , bajaj finserv ltd , divi's laboratories ltd , motherson sumi systems ltd , gland pharma ltd , clean science and technology ltd , air india assets holding limited , sikka ports & terminals limited , bank of baroda , shree cement ltd , brigade enterprises ltd , larsen & toubro ltd , maruti suzuki india ltd , endurance technologies ltd , sun pharmaceuticals industries ltd , info edge (india) ltd , mphasis ltd , indian railway finance corporation limited , chemplast sanmar ltd , nestle india ltd , tmf holdings limited , grindwell norton ltd , sumitomo chemical india ltd ordinary shares , atul ltd , cholamandalam investment and finance co ltd , minda industries ltd , krishna institute of medical sciences ltd , food corporation of india , dlf limited , punjab national bank , national bank for agriculture and rural development , bank of baroda , the tata power company limited , cartrade tech ltd , pidilite industries ltd , zomato ltd , net receivables / (payables) , sansera engineering ltd , indiamart intermesh ltd , sbi life insurance company limited , national bank for agriculture and rural development , city union bank ltd , bharti telecom limited , vedanta limited , punjab national bank , bank of baroda , lic housing finance limited , icici bank limited , national bank for agriculture and rural development , food corporation of india , suryoday small finance bank ltd , reliance industries limited - partly paid shares , 3% axis bank limited (17/05/2022) , mahindra & mahindra financial services limited , honeywell automation india ltd , power finance corporation limited , vijaya diagnostic centre ltd , union bank of india , mahindra & mahindra financial services limited , power finance corporation limited , bajaj housing finance 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.
