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Axis Equity Hybrid Fund Direct - Growth
NAV as of ( Sep 09, 2022 )
₹ 16.38 0.06 % 1-D Change
Returns
12.84% p.a.
You get upto 1.21% extra returns
ET Money's Fund Report Card - Axis Equity Hybrid Fund
ET Money Rank
18
Out of 30
Performance Quality
Good
Generated returns consistently
3/5
Increased returns for each unit of additional risk
3/5
Downside Protection
Good
Controlled losses during market corrections
3/5
Delivered returns without frequent ups and downs
3/5
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Monthly SIP
Monthly SIP is not available for this fund
-
Lumpsum
Lumpsum is not available for this fund
₹
Minimum SIP amount is ₹
₹
Minimum Lumpsum amount is ₹
Fresh Investments closed in this fund!
This fund is no longer available to invest
This fund
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Scheme Details
| ET Money Rank | 18 Out of 30 |
| VRO Rating | |
| Expense ratio | 0.94% As on Jul 31, 2022 |
| Exit Load |
1.0%
|
| 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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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
Top Stock Holdings
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| Fund name | Annual Return % | Consistency | Value Research Rating |
|---|---|---|---|
| Quant Absolute Fund | 33.8% | ||
| ICICI Prudential Thematic Advantage Fund (FOF) | 26.18% | ||
| ICICI Prudential Equity & Debt Fund | 22.84% | ||
| Edelweiss Aggressive Hybrid Fund | 19.25% | ||
| Canara Robeco Equity Hybrid Fund | 18.94% | ||
| Baroda BNP Paribas Aggressive Hybrid Fund | 18.86% | ||
| SBI Equity Hybrid Fund | 16.39% | ||
| Axis Equity Hybrid Fund | 16.31% |
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 |
Riskometer
Level of Risk in the Scheme
Investors understand that their principal will be at Very High risk
Axis Equity Hybrid Fund
HYBRID AGGRESSIVE HYBRID
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
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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.
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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.
-
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
TOTAL AUM:
₹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
