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  • Axis Equity Hybrid Fund Pyt of Inc Dis cum Cap Wdrl (Dividend Payout - Quarterly)

Formerly Axis Equity Hybrid Fund Reg Qt DP

Axis Mutual Fund

Axis Equity Hybrid Fund Pyt of Inc Dis cum Cap Wdrl (Dividend Payout - Quarterly)

HybridAggressive Hybrid

15.17

NAV (Oct 21)

15.9%
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

3 Years. The Fund has a Short history for analysis. We recommend funds with longer history.

Relative Size

1,869 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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    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

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Historical NAV

15.17

NAV (Oct 21)

Fund Returns

Last 1Y
42.8%
Last 3Y
20%
Last 5Y
NA
Last 10Y
NA
Since Inception
15.9%
6 Month CAGR
25.4%
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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Very High Risk

Expense Ratio
2.26
Launched (3y ago)
Aug 09, 2018
AUM in Crores
1868.128
ISIN
INF846K01F24
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

user-avatar

R Sivakumar

Fund Manager

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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.

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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.

  • Inflation beating returns
    Inflation beating returns
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    One click investing tracking
comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,356 cr

5

₹ 18,652 cr

5

₹ 1,957 cr

5

₹ 2,690 cr

5

₹ 3,398 cr

5

amc-icon

About the AMC

Axis Asset Management Company Limited

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.

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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)

    recommended-badge

    5%

    7.2%

    recommended-badge

    24.3%

    14.2%

    recommended-badge

    29.3%

    20.1%

    top-ranked-badge

    4.5%

    6.8%

    top-ranked-badge

    4.1%

    5.5%

    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

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual 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?
    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    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

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    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

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    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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    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers
    We manage to deliver better strategies to people who trust us.

    We thrive on trust. You don’t need to just take our word for it! Get started with your wealth creation without worry.

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    Investing has helped me dream bigger for my life
    Dr. Shraddha BahirwaniSr. Dental Consultant

    About Axis Equity Hybrid Fund Pyt of Inc Dis cum Cap Wdrl (D-Q)

    About Axis Equity Hybrid Fund Pyt of Inc Dis cum Cap Wdrl (D-Q)

    Axis Equity Hybrid Fund Pyt of Inc Dis cum Cap Wdrl (D-Q) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 15.9% over a period of 3 years. The fund was previously known as Axis Equity Hybrid Fund Reg Qt 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 (D-Q) 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 (D-Q) NAV,AUM,Risk

    The Axis Equity Hybrid Fund Pyt of Inc Dis cum Cap Wdrl (D-Q) fund was launched on Aug 09, 2018. The NAV (Net Asset Value) of this Aggressive Hybrid Hybrid fund as of 2021-10-21 is ₹15.17. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹1868.128. The category risk of the Axis Equity Hybrid Fund Pyt of Inc Dis cum Cap Wdrl (D-Q) fund is Very High Risk. The fund charges 2.26 % as expense ratio.

    Axis Equity Hybrid Fund Pyt of Inc Dis cum Cap Wdrl (D-Q) 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 (D-Q) 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.

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