Axis Equity Hybrid Fund Direct Growth
Axis Equity Hybrid Fund Direct Growth

Axis Equity Hybrid Fund Direct Growth

Hybrid
Direct
Very High Risk
Aggressive Allocation

NAV: ₹ 16.78 as on 22-10-2021

Fund Overview

Expense ratio
Expense ratio
0.71%
Benchmark
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
AUM
AUM
₹1868 Cr
Inception Date
Inception Date
9 August, 2018
Min Lumpsum/SIP
Min Lumpsum/SIP
₹5000/₹1000
Exit Load
Exit Load
1%
Lock In
Lock In
No Lock-in
TurnOver
TurnOver
96.32%

Fund Distribution

  • Equity 77.3%
  • Debt & Cash 22.7%
Size breakup
Large cap
83.48%
Mid cap
14.15%
Small cap
1.98%
Micro cap
0.39%
Sector Allocation
Financial Services
35.3%
Tech
16.3%
Basic Materials
11.2%
Cyclical
8.6%
Health
7.6%
Defensive
7.5%
Energy
5%
Industrial
4.2%
Communication
2.5%
Real Estate
1.8%

Top Holdings

  • All
  • Equity
  • Debt & Cash
Total Holdings72
Equity Holdings42
Debt Holdings30

Fund Highlights

Fund Manager
Fund Manager

Fund Manager

R Sivakumar,Ashish Naik
About the fund

About the fund

This fund has delivered an average annual returns of 17.54% since inception which is more than its category average return of 13.18%
Fund Allocations

Fund Allocations

This fund has an allocation of 77.3% in Equity, 17.5% in Debt and 5.2% in Cash related instruments
AUM size ₹1868 Cr

AUM size ₹1868 Cr

This fund has AUM of ₹1868 Cr which is less than its category average of ₹ 3343 Cr
Expense Ratio 0.71%

Expense Ratio 0.71%

This fund has an expense ratio of 0.71% which is less than its category average expense ratio of 1.59%

AMC details

Fund House
Axis Asset Management Company Limited
Email
customerservice@axismf.com
Phone
+912243255161
Address
Axis Asset Management Company Ltd.,Axis House, 1st Floor, C-2, Wadia International Centre,,Pandurang Budhkar Marg, Worli,
We are a SEBI registered investement advisor