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: ₹ 17 as on 19-01-2022

INDmoney RANK
6
/19
among Aggressive Allocation Category
INDmoney Analysis
Performance
Funds scoring high on Performance parameter are consistent in generating returns, deliver high performance during bull run & have the ability to generate excess returns over benchmark.
48%
Risk Management
Funds scoring high on Risk Management parameter are less volatile, generate higher returns per unit of downside risk taken & generate returns without moving up and down frequently.
41%
Cost
Funds scoring high on Cost parameter have relatively lower expense ratio.
67%
About the Fund

Axis Equity Hybrid Fund Direct Growth is a hybrid fund. This fund was started on  9 August, 2018. The fund is managed by R Sivakumar, Ashish Naik, Kaustubh Sule. This fund gives you the benefit of diversification.

Key parameters

1) Axis Equity Hybrid Fund Direct Growth has a NAV of 17.01 as on 20-Jan-2022.

2) Axis Equity Hybrid Fund Direct Growth has 1884 Cr worth of assets under management (AUM) as on 20-Jan-2022 and is less than category average.

3) The fund has an expense ratio 0.72 %.

Fund Overview

Expense ratio
Expense ratio
0.72%
Benchmark
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
AUM
AUM
₹1884 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 75.6%
  • Debt & Cash 24.4%
Size breakup
Large cap
59.9%
Mid cap
9.9%
Small cap
5.8%
Sector Allocation
Financial Services34.4%
Tech14.8%
Cyclical13%
Basic Materials9.3%
Defensive8.3%
Health6.5%
Industrial5.5%
Energy4%
Real Estate2.1%
Communication2%

Top Holdings

  • All
  • Equity
  • Debt & Cash
Total Holdings20
Equity Holdings20
Debt Holdings20
Clearing Corporation Of India Ltd
Clearing Corporation Of India Ltd
8.4%
Infosys Ltd
Infosys Ltd
5.8%
Bajaj Finance Ltd
Bajaj Finance Ltd
5.5%
Tata Consultancy Services Ltd
Tata Consultancy Services Ltd
5.4%
Avenue Supermarts Ltd
Avenue Supermarts Ltd
5.2%
ICICI Bank Ltd
ICICI Bank Ltd
5.1%
Kotak Mahindra Bank Ltd
Kotak Mahindra Bank Ltd
4%
HDFC Bank Ltd
HDFC Bank Ltd
3.4%

Fund Highlights

About the fund

About the fund

This fund has delivered an average annual returns of 16.66% since inception which is more than its category average return of 13.56%
Fund Allocations

Fund Allocations

This fund has an allocation of 75.59777% in Equity, 14.13953% in Debt and 10.2627% in Cash related instruments
AUM size ₹1884 Cr

AUM size ₹1884 Cr

This fund has AUM of ₹1884 Cr which is less than its category average of ₹ 3553 Cr
Expense Ratio 0.72%

Expense Ratio 0.72%

This fund has an expense ratio of 0.72% which is less than its category average expense ratio of 1.64%

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,

Frequently Asked Questions

What are the average returns of Axis Equity Hybrid Fund Direct Growth Fund ?

What is the current NAV of Axis Equity Hybrid Fund Direct Growth Fund?

How do I invest in Axis Equity Hybrid Fund Direct Growth Fund?

What is the expense ratio of Axis Equity Hybrid Fund Direct Growth fund?

What is the worth of total assets under management (AUM) of Axis Equity Hybrid Fund Direct Growth fund ?

What are the top holdings of Axis Equity Hybrid Fund Direct Growth Fund?

What are the top sectors Axis Equity Hybrid Fund Direct Growth Fund has invested in?