3 Year return

12.65%
Launched on July 2018 (6 years)

Investment Details

₹100

Minimum SIP Amount

₹500

Minimum one time investment

Fund has no lock-in period

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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹1586 Cr.

Expense Ratio

1.02% (inclusive of GST)

Exit Load

If redeemed/swich out before 12 months from the date of allotment: - For 10% of investment : Nil - For remaining investment : 1% 1.00% - If redeemed/switched out on or before 12 months from the date of allotment NIL - If redeemed/switch out after 12 months from the date of allotment.

Ratings

ARQ Rating
1.5

Ratings by other agencies

3
1
0

Tax Implications

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Fund Holdings

Holdings

Axis Mutual Fund Managers

AN

Ashish Naik

Fund Manager since Apr 2022

Fund House Details

Axis Mutual Fund

Axis Mutual Fund Asset management company

AUM ₹275,166.00 Cr.
No. of Schemes 245
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by Axis Mutual Fund

List of mutual fund schemes by AMC

About Axis Equity Hybrid Fund Direct Plan Growth

Axis Equity Hybrid Fund Direct Plan Growth is a hybrid open-ended fund that primarily invests in equities and derivatives related to equity. This aggressive hybrid fund is from Axis Mutual Fund house. The CRISIL Hybrid 35+65 Aggressive Index is the benchmark for this fund. It follows a bottom-up investing with high quality stocks.

Investment Objective of The Scheme

Axis Equity Hybrid Fund Direct Plan Growth has an investment goal of providing long-term capital appreciation by investing in a variety of debt, money market, and equity-linked products. The fund will adhere to the Axis principle of bottom-up stock selection. This scheme has the potential for stock capital gains and debt stability, all while being tax-efficient. The scheme also comes with an income withdrawal facility that is tax-efficient.

Key Features of The Fund

5-year return 13.08%
Expense Ratio 1.02%
Fund Manager Ashish Naik
Fund Size ₹1586 Cr
Risk Profile Very High

Is This Scheme Right for Me?

If you are an investor looking for capital appreciation and income production to occur over a medium to long term period, Axis Equity Hybrid Fund Direct Plan Growth could be a good option to consider for you. This scheme is fit for investors who would be willing to expose themselves to equity. The suggested investment horizon for investing in this scheme is three years or more.

AMC Contact Details

Name Axis Mutual Fund
Launch Date January 2009
Addresss Axis House, First Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai - 400025
Contact 8108622211
Email customerservice@axismf.com
Website https://www.axismf.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

FAQs

What is today's NAV of Axis Equity Hybrid Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Axis Equity Hybrid Fund Apr 22 2024 is 19.18

What is the AUM of Axis Equity Hybrid Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Axis Equity Hybrid Fund is 1586 crore.

What is the expense ratio of Axis Equity Hybrid Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Axis Equity Hybrid Fund is 1.02%

What are the returns of Axis Equity Hybrid Fund since inception?

The Axis Equity Hybrid Fund was launched on Jul 20 2018. The fund has delivered a CAGR of 11.98 since inception.

What is the minimum SIP amount to invest in Axis Equity Hybrid Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Axis Equity Hybrid Fund is 100.

How do I invest in Axis Equity Hybrid Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Axis Equity Hybrid Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Axis Equity Hybrid Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Axis Equity Hybrid Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.