Axis Equity Hybrid Fund - Regular Plan - Quarterly IDCW

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NAV
₹ 13.32 ₹ 0.09 (0.68 %)
as on 22-04-2024
Asset Size (AUM)
1,586 Cr
Launch Date
Aug 03, 2018
Investment Objective
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.
Minimum Investment 500.0
Minimum Top-up 500.0
Investment Returns Since Launch in Aug 03, 2018
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10.47

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
N/A
Expense Ratio
2.16%
Volatility
N/A
Fund House
Axis Mutual Fund
Fund Manager
Devang Shah, Aditya Pagaria, Ashish Naik, Jayesh Sundar
Key Features
Scheme description
This fund has moderate ups and downs compared to equity funds and can give good returns as it invests both in debt and equity. Investment in this fund can be made for a horizon of at least 5 years or more
Minimum Purchase Application Amount
Rs. 500.0 (plus in multiples of Rs. 500.0)

Entry Load
Not applicable
Exit Load
For units more than 10% of the allotted, an exit load of 1% will be charged if redeemed within 12 months.
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Performance

Scheme Performance (%)

Data as on - 22-04-2024

Yearly Performance (%)

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Axis Equity Hybrid Fund - Regular Plan - Quarterly IDCW 03-08-2018 21.11 8.23 11.1 11.81 0.0
JM Aggressive Hybrid Fund (Regular) -Growth Option 01-04-1995 52.81 28.26 24.09 18.76 13.96
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 47.6 20.14 24.59 21.36 0.0
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 40.96 21.91 26.34 20.46 17.64
Quant Absolute Fund - Growth Option - Regular Plan 21-03-2001 39.99 19.12 22.91 24.5 18.68
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 34.54 17.4 18.53 0.0 0.0
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 34.36 16.69 15.56 13.04 0.0
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 33.66 18.99 19.84 16.62 14.27
Baroda BNP Paribas Aggressive Hybrid Fund- REGULAT PLAN -GROWTH OPTION 05-04-2017 33.57 17.23 0.0 0.0 0.0
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 33.55 18.83 19.74 16.55 14.22
Portfolio Analysis
Portfolio as on
Sector Allocation
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Portfolio Holdings
Company Allocation (%)
Sector Allocation
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