₹ 12.98
NAV (Feb 26)
Neutral
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.
Track Record
3 Years. The Fund has a Short history for analysis. We recommend funds with longer history.
Relative Size
1,562 Cr. Large within the category
Category View
Neutral. The category has a neutral investment outlook
Consistency Of Performance
Relatively moderate. The historical performance of the fund has been OK
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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Scheme Information
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.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Very High Risk
2.09 %
Expense Ratio
Aug 09, 2018
Launched (3y ago)
₹ 1,562
AUM in Crores
INF846K01F32
ISIN
No Lock-in
Lock-in
CRISIL Hybrid 35+65 - Agg TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Hybrid Funds
Aggressive Hybrid
26 Years
Age
Track Record
Aggressive Hybrid
22 Years
Age
Track Record
Aggressive Hybrid
20 Years
Age
Track Record
Multi Asset Allocation
20 Years
Age
Track Record
Conservative Hybrid
17 Years
Age
Track Record
About the AMC
Axis Asset Management Company Limited
Axis Asset Management Company Limited manages assets worth 192,437 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 30 equity,93 debt and 35 hybrid funds.
Liquid
Recommended
Top Ranked
₹ 23,571 Cr
Fund Size
5.9%
3Y returns
Large Cap
Recommended
Top Ranked
₹ 21,867 Cr
Fund Size
15.1%
3Y returns
Liquid
Top Ranked
₹ 23,571 Cr
Fund Size
5.4%
3Y returns
Liquid
Top Ranked
₹ 23,571 Cr
Fund Size
4.6%
3Y returns
Liquid
Top Ranked
₹ 23,571 Cr
Fund Size
4.2%
3Y returns
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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Axis Equity Hybrid Fund investment (DR-Q) is a aggressive hybrid hybrid fund and has delivered an annualised return of 10.8% over a period of 3 years ..The fund is managed by Axis Asset Management Company Limited.The fund managers are Ashish Naik, R Sivakumar
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.
The Axis Equity Hybrid Fund investment (DR-Q) fund was launched on Aug 09, 2018. The NAV (Net Asset Value) of this aggressive hybrid hybrid as of 2021-02-26 is ₹ 12.98. The total AUM (Asset Under Management) of the fund as of 2021-02-27 is ₹ 1561.842. The category risk of the Axis Equity Hybrid Fund investment (DR-Q) fund is Very High Risk. The fund charges 2.09 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 70.0% in this asset class. The top three holdings of the fund are food corporation of india,national bank for agriculture and rural development and bank of baroda
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.
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 investment (DR-Q) 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 investment (DR-Q) 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.