3 Year return
9.81%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹1619.38 Cr.
Expense Ratio
1.05% (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.
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
Axis Mutual Fund Managers
AN
Ashish Naik
Fund Manager since Apr 2022
Fund House Details
Axis Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
JM Aggressive Hybrid Fund |
25.89% |
3.5 |
Bank of India Mid and Small Cap Equity and Debt Fund |
21.62% |
3 |
Quant Absolute Fund |
17.03% |
4 |
Schemes by Axis Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Payout
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Reinvestment
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Growth
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Payout
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Reinvestment
About Axis Equity Hybrid Fund Direct Plan Quarterly IDCW Reinvestment
The Axis Equity Hybrid Fund Direct Plan Quarterly IDCW Reinvestment is a hybrid fund that invests in a mix of equity and debt instruments. It aims to provide long-term capital appreciation with moderate risk. The fund is managed by Axis Mutual Fund, which is one of the largest mutual fund houses in India. The Axis Equity Hybrid Fund Direct Plan Quarterly IDCW Reinvestment is an open-ended fund. This means that you can invest in or redeem units of the fund anytime during the day. The fund’s expense ratio is lower compared to the category average.
Investment Objectives of the Scheme
The investment objective of the Axis Equity Hybrid Fund Direct Plan Quarterly IDCW Reinvestment is to generate long-term capital appreciation with moderate risk. The fund will invest at least 65% of its assets in equity and equity-related instruments, and at most 35% of its assets in debt and debt-related instruments.
Key Features of The Fund
5-year return | 14.02% |
Expense Ratio | 1.05% |
Fund Manager | Ashish Naik |
Fund Size | ₹1619.38 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
The Axis Equity Hybrid Fund Direct Plan Quarterly IDCW Reinvestment is suitable for investors who are looking for a balanced investment option with the potential for both capital appreciation and regular income. The fund is also suitable for investors who are looking for a moderate level of risk.
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 |
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.
Make Use of SIPs for Harnessing the Power of Compounding
FAQs
What is today's NAV of Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Reinvestment?
What is the AUM of Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Reinvestment?
What is the expense ratio of Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Reinvestment?
What are the returns of Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Reinvestment since inception?
What is the minimum SIP amount to invest in Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Reinvestment?
How do I invest in Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Reinvestment?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- 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.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Reinvestment?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Reinvestment?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Reinvestment?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.