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Axis Equity Hybrid Fund Direct - Growth

NAV as of ( Sep 09, 2022 )

16.38 0.06 % 1-D Change

12.84% p.a.

You get upto 1.21% extra returns

ET Money's Fund Report Card - Axis Equity Hybrid Fund

ET Money Rank


Out of 30

Performance Quality info

Good drop-arrow

Generated returns consistently


Increased returns for each unit of additional risk info


Downside Protection info

Good drop-arrow

Controlled losses during market corrections


Delivered returns without frequent ups and downs


Minimum SIP amount is ₹
Minimum Lumpsum amount is ₹

By continuing, I agree to the Declaration and T&Cs.

none buyable frame

Fresh Investments closed in this fund!

This fund is no longer available to invest

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Scheme Details

ET Money Rank 18 Out of 30
VRO Rating 3
Expense ratio 0.94%  As on Jul 31, 2022
Exit Load 1.0% info
AUM (Fund Size) 1,928 Crs
Lock-in No Lockin
Age 4 yrs 1 m Since Jul 20, 2018
Benchmark CRISIL Hybrid 35+65 Aggressive
Min. Investment

SIP 1000  &

Lumpsum 5000

About Axis Equity Hybrid Fund

Axis Equity Hybrid Fund Direct - Growth is a Aggressive Hybrid mutual fund scheme from Axis Mutual Fund . This fund has been in existence for 4 yrs 1 m, having been launched on 20/07/2018. Axis Equity Hybrid Fund Direct - Growth has ₹1,928 Crores worth of assets under management (AUM) as on 30/06/2022 and is medium-sized fund of its category. The fund has an expense ratio of 0.94%, which is close to what most other Aggressive Hybrid funds charge. Currently, the fund has a 70.36% allocation to equity and 27.15% to Debt.
  • Axis Equity Hybrid Fund Direct - Growth returns of last 1-year are 0.80%. Since launch, it has delivered 12.83% average annual returns.
  • Axis Equity Hybrid Fund Direct - Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. Its ability to control losses in a falling market is average.
  • The fund's equity portion is primarily invested in Financial, Technology, Services, Automobile, Chemicals sectors. It has taken less exposure in Financial, Technology sectors compared to other funds in the category.
  • The debt portion of the fund has low credit quality indicating the quality of borrowers it has lent it to is not too great.
  • The fund's top 5 holdings are in Bajaj Finance Ltd., ICICI Bank Ltd., Avenue Supermarts Ltd., Infosys Ltd., Tata Consultancy Services Ltd..
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Total value Profit
This fund
Category Average
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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. Past performance is not an indicator of future returns.

Latest Asset & Portfolio Allocation

as on Aug 31, 2022
Allocation by Market Cap

Large Cap 58.5%

Mid Cap 8.5%

Small Cap 3.36%

Other Cap 0%

Allocation by Sector

Financial 26.35%

Technology 9.41%

Services 7.09%

Automobile 5.99%

Top Debt Holdings

Others 4.24%

Reserve Bank of India 2.05%

Bank Of Baroda 1.33%

GOI 1.29%

Allocation by Credit Quality

SOV 13.39%

Cash & Call Money 6.73%

AAA 4.57%

AA- 2.26%

Allocation by Instruments

GOI Securities 9.11%

Debenture 6.17%

CBLO 4.24%

Net Receivables 2.49%

Other Holdings

Others 2.49%

Comparison with aggressive hybrid Funds

as on Sep 12, 2022
0.99 % p.a
This fund


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Trailing Returns and Ranks

as on Sep 12, 2022
Period Trailing returns Category average Rank within category
1 month 0.99% 2.01% 31 / 31
3 months 12.27% 12.49% 14 / 31
6 months 4% 7.17% 29 / 31
1 year 0.55% 4.85% 27 / 31
3 years 16.31% 17.81% 21 / 29


Level of Risk in the Scheme

Very High

Investors understand that their principal will be at Very High risk

Axis Equity Hybrid Fund


The scheme seeks 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.

  • Std. Dev : 17.08
  • Alpha : 0.84
  • Beta : 0.9
  • Sharpe : 0.76
  • Sortino : 0.86
  • Profile

    R Sivakumar

    Mr. Sivakumar is a B.Tech from IIT Madras and MBA from IIM Ahmedabad.

    Prior to joining Axis AMC he has worked with BNP Paribas Mutual Fund, Sundaram Mutual Fund (2001-2004), HDFC Mutual Fund and ITC Threadneedle.

  • Profile

    Ashish Naik

    Mr. Naik is a B.E from Mumbai University and MBA from XLRI, Jamshedpur.

    Prior to joining Axis Mutual Fund he was associated with organizations such as Goldman Sachs and has over 7 years of experience as an Equity Analyst.

  • Profile

    Kaustubh Sule

    Mr. Sule is a B.E. (Computer Engineering) & MBA (Finance)

    Prior to joining Axis Asset Management Company Ltd., he has worked with HDFC Standard Life Insurance Company Ltd., Reliance Life Insurance Company Ltd., Union Bank of India, Hexaware Technologies Ltd.

Axis Mutual Fund

Axis Mutual Fund



See all schemes


₹2,46,127 Crs

As on Jun 30, 2022

  • Phone: 022-24255161
  • Address: "Axis House" - 1st Floor,
    C-2 - Wadia International Centre,
    Pandurang Budhkar Marg , Worli,
    Mumbai, 400025

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Frequently asked questions

How are the returns of Axis Equity Hybrid Fund ?

The Axis Equity Hybrid Fund is a 4 yrs 1 m old fund and has delivered average annual returns of 12.84% since inception.

Axis Equity Hybrid Fund Returns

1-Year 3-Year Since Inception
0.55% 16.31% 12.84%

NAV or Net Asset Value is the per-unit price of the Mutual Fund. The NAV of a Mutual Fund changes every day. It is calculated by taking the current value of the holdings of the fund at end of the day, subtracting the expenses, and dividing the value by the number of units issued to date.

The NAV of Axis Equity Hybrid Fund for Sep 09, 2022 is 16.38 .

Axis Equity Hybrid Fund has an ET Money Rank of # 18 of 30 and a consistency rating of 3 .

This indicates the fund has not generated great returns and even those are not very consistent. You might want to look at other funds in its category.

On ET Money, Investing in Axis Equity Hybrid Fund is fast, easy, and 100% paperless. And it takes only minutes. Here is what you need to do -

  1. Click on the Invest Now Button present on the top right-hand side.
  2. Enter your email id, select whether you want to do a one-time investment or start a SIP and add the amount
  3. Provide few more details needed including the bank account from which you will be making the payment and confirm.
  4. That's it. Your SIP or one-time investment in Axis Equity Hybrid Fund is done.

The Expense Ratio of a Mutual Fund is the annual charges you pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio is a percentage of Assets Under Management (AUM) and is taken from the returns generated by the fund. For this reason, a fund with a lower expense ratio is always better because a smaller part of the returns will be taken and that means more returns for you.

The Expense Ratio of the direct plan of Axis Equity Hybrid Fund is 0.94%.  .

Redeeming your investments in Axis Equity Hybrid Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in Axis Equity Hybrid Fund from anywhere else, you can go to the fund house website and put a request through it.

AUM or Asset Under Management is the total value of the assets held by a Mutual Fund scheme. For instance, for an equity Mutual Fund, the AUM will be the total value of its portfolio's equity shares (plus any other asset it might have invested in). The AUM of the fund changes every day because the price of the underlying asset fluctuates daily. However, the Mutual Fund company doesn't update it every day. It is updated only at the end of the month and released within few days of the next month.

The AUM of the fund is a good indicator of its popularity. A fund with a high AUM means a lot of money has been invested in it, and investors like it. However, the AUM should never be the primary criteria while selecting a fund. There are funds with huge AUMs that continue to perform well despite their size.

The AUM of Axis Equity Hybrid Fund is ₹1,928 Crs.

The Axis Equity Hybrid Fund's equity portion has been invested in the stocks of the following companies

Company Percentage of Portfolio
Bajaj Finance Ltd. 6.39%
ICICI Bank Ltd. 6.05%
Avenue Supermarts Ltd. 5.36%
Infosys Ltd. 4.56%
Tata Consultancy Services Ltd. 4.29%
Housing Development Finance Corpn. Ltd. 4.23%
Reliance Industries Ltd. 4.1%
Kotak Mahindra Bank Ltd. 4%
HDFC Bank Ltd. 3.09%
PI Industries Ltd. 2.12%

The Axis Equity Hybrid Fund's equity portion is primarily invested in the following sectors -

Sector Percentage of Portfolio
Financial 26.35%
Technology 9.41%
Services 7.09%
Automobile 5.99%
Chemicals 5.42%
Healthcare 5.19%
Energy 4.1%
Construction 2.9%
Consumer Staples 2.14%
Materials 1.45%

The credit rating of the instruments in which the fund invests represents the quality of the borrower.

The Axis Equity Hybrid Fund's debt portion's allocation by credit quality is given below
Credit Quality Percentage of Portfolio
SOV 13.39%
Cash & Call Money 6.73%
AAA 4.57%

The top 3 debt holdings of Axis Equity Hybrid Fund are as follows

Holding Name Percentage of Portfolio
Others 4.24%
Reserve Bank of India 2.05%
Bank Of Baroda 1.33%
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