Axis Equity Hybrid Fund - Regular Plan - Quarterly IDCW
Category: Hybrid: Aggressive
Launch Date: 03-08-2018
AUM:
₹ 1,588.78 Cr
Expense Ratio
2.14%
Benchmark
CRISIL Hybrid 35+65 Aggressive TRI
ISIN
INF846K01F24
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
1000
Fund Manager
Devang Shah, Aditya Pagaria, Ashish Naik, Jayesh Sundar
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Axis Equity Hybrid Fund - Regular Plan - Quarterly IDCW | 16.55 | 10.55 | 12.28 |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
13.33
Last change
0.04 (0.3001%)
Fund Size (AUM)
₹ 1,588.78 Cr
Performance
10.37% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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.
Fund Manager
Devang Shah, Aditya Pagaria, Ashish Naik, Jayesh Sundar
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ICICI Bank Ltd. | 6.46 |
| HDFC Bank Ltd. | 4.85 |
| 7.18% GOI 24/07/2037 | 3.76 |
| Reliance Industries Ltd. | 3.18 |
| Infosys Ltd. | 2.91 |
| Tata Consultancy Services Ltd. | 2.88 |
| Bharti Airtel Ltd. | 2.55 |
| 7.18% GOI 14/08/2033 | 2.51 |
| Mahindra & Mahindra Ltd. | 2.49 |
| PI Industries Ltd. | 2.45 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 32.52 |
| Sovereign | 8.45 |
| Automobile | 8.25 |
| Technology | 6.86 |
| Services | 6.84 |
| Healthcare | 6.47 |
| Energy | 6.04 |
| Construction | 5.95 |
| Communication | 5.41 |
| Chemicals | 5.33 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Axis Equity Hybrid Reg Qly IDCW | 12.28 |
| JM Aggressive Hybrid Gr | 20.19 |
| BOI Mid & Small Cap Equity & Debt Reg Gr | 23.07 |
| ICICI Pru Equity & Debt Gr | 21.12 |
| Quant Absolute Fund Gr | 25.29 |
| Edelweiss Aggr Hybrid Plan B Gr | 17.42 |
| Edelweiss Aggr Hybrid Reg Gr | 17.37 |
| Mahindra Manulife Aggressive Hybrid Fund Reg Gr | 0.0 |
| Invesco India Aggressive Hybrid Reg Gr | 13.99 |
| Baroda BNP Paribas Aggressive Hybrid Fund Reg Gr | 0.0 |