• Mutual Funds
  • Axis Mutual Fund
  • Axis Equity Hybrid Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-M)

Formerly Axis Equity Hybrid Fund Reg Mn DR

Axis Mutual Fund

Axis Equity Hybrid Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-M)

HybridAggressive Hybrid

14.02

NAV (Jan 24)

13.5%
Till Date CAGR
Scripbox Opinion

Neutral

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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

4 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.

Relative Size

1,885 Cr. Large within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only

No single fund can achieve what a plan can. Learn why

Historical NAV

14.02

NAV (Jan 24)

Fund Returns

Last 1Y

19.2%

Last 3Y

17.1%

Last 5Y

NA

Last 10Y

NA

Since Inception

13.5%

6 Month CAGR

7.4%

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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

2.16

Launched (4y ago)

Aug 09, 2018

AUM in Crores

1884.428

ISIN

INF846K01F16

Lock-in

No Lock-in

Benchmark

CRISIL Hybrid 35+65 - Agg TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Ashish Naik

Fund Manager

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Kaustubh Sule

Fund Manager

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R Sivakumar

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,042 cr

5

₹ 18,456 cr

5

₹ 2,702 cr

5

₹ 1,396 cr

5

₹ 3,412 cr

5

amc-icon

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 268,318 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 30 equity,101 debt and 35 hybrid funds.

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  • tel-amc-about
    022-43255161
  • mail-amc-about
    customerservice@axismf.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    Axis Liquid Fund (G)
    Axis Liquid Fund (G)

    4.6%

    7.1%

    18.6%

    13.2%

    25.1%

    19%

    4.1%

    6.7%

    3.5%

    5.2%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    Axis Equity Hybrid Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-M) Review

    Axis Equity Hybrid Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-M) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 13.5% over a period of 3 years. The fund was previously known as Axis Equity Hybrid Fund Reg Mn DR. 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 Reinvst of Inc Dis cum Cap Wdrl (RIDCW-M) as of 24/01/2022 is ₹14.02 with the total AUM as of 25/01/2022 is ₹1884.428. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Equity Hybrid Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-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 Reinvst of Inc Dis cum Cap Wdrl (RIDCW-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.

    Frequently Asked Questions

    What is Axis Equity Hybrid Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-M)?

    How to invest in Axis Equity Hybrid Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-M)?

    What is the minimum sip amount of Axis Equity Hybrid Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-M)?

    Is Axis Equity Hybrid Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-M) good to invest in?

    What is the expense ratio of the Axis Equity Hybrid Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-M)?