Axis Equity Hybrid Fund Direct Growth

Hybrid
Aggressive Hybrid
Very High Risk
11.59%
3Y annualised
+0.68% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 01 Dec 2023₹17.76
Min. SIP amount₹100
Rating2
Fund size₹1,600.47Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns7.3%11.6%12.5%11.4%
Category average13.7%16.2%13.0%NA
Rank with in category434025NA
Understand terms

Holdings (82)

NameSectorInstrumentAssets
FinancialEquity5.4%
FinancialEquity5.2%
FinancialEquity4.8%
ServicesEquity3.8%
TechnologyEquity3.4%
EnergyEquity3.3%
ChemicalsEquity2.7%
TechnologyEquity2.6%
SovereignGOI Sec2.5%
FinancialDebenture2.3%
See All

Pros and cons

Category: Hybrid Aggressive Hybrid

Pros

Cons

Lower expense ratio: 0.96%
Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 0.96%

Inclusive of GST

Exit load

For units more than 10% of the allotted, an exit load of 1% will be charged if redeemed within 12 months.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Fund house & investment objective

Fund house contact details

Address
"Axis House" - 1st Floor,C-2 - Wadia International Centre,Pandurang Budhkar Marg , Worli, Mumbai 400025
Phone
022-24255161
Launch Date
04 Sep 2009
E-mail
NA
Axis Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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