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NAV as of ( Sep 09, 2022 )
₹ 16.38 0.06 % 1-D Change
You get upto 1.21% extra returns
ET Money Rank
Out of 30
Generated returns consistently
Increased returns for each unit of additional risk
Controlled losses during market corrections
Delivered returns without frequent ups and downs
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|ET Money Rank||18 Out of 30|
|Expense ratio||0.94% As on Jul 31, 2022|
|AUM (Fund Size)||₹ 1,928 Crs|
|Age||4 yrs 1 m Since Jul 20, 2018|
|Benchmark||CRISIL Hybrid 35+65 Aggressive|
SIP ₹ 1000 &
Lumpsum ₹ 5000
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You would have earned ₹ 1,001 more by investing in ET Money Direct Plan
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.
Large Cap 58.5%
Mid Cap 8.5%
Small Cap 3.36%
Other Cap 0%
Reserve Bank of India 2.05%
Bank Of Baroda 1.33%
Cash & Call Money 6.73%
GOI Securities 9.11%
Net Receivables 2.49%
|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%|
Sign-up for free to compare fund with aggressive hybrid funds
|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
Investors understand that their principal will be at Very High risk
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.
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.
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.
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.
As on Jun 30, 2022
The Axis Equity Hybrid Fund is a 4 yrs 1 m old fund and has delivered average annual returns of 12.84% since inception.
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 -
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%|
|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|
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|
|Cash & Call Money||6.73%|
The top 3 debt holdings of Axis Equity Hybrid Fund are as follows
|Holding Name||Percentage of Portfolio|
|Reserve Bank of India||2.05%|
|Bank Of Baroda||1.33%|