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Asset Size:1573Cr
Expense Ratio:2.16%
Fund Manager(s):R Sivakumar,Ashish Naik,Shreyash Devalkar,
5year Returns:10.41%

Axis Equity Hybrid Fund Regular Growth

Axis       

Balanced Equity
Aggressive Allocation

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Rank (of 245)

Not Ranked

Annualized Returns(5 yrs)

10.41%

Investment Horizon

>3 Yr

Doubled Money

7yrs 0m

Returns since August 9th, 2018

9.35%

Min Investment ₹1000

Amount Invested

57.2L

Projected Wealth Gained

57.9L

Projected Maturity Amount

1.2Cr

Axis     

Balanced Equity
Aggressive Allocation

Nav : 12.3 ( -0.32%) December 2nd, 2020

People currently viewing this : 1

Upwardly's Take :

These funds invest predominantly in Equity (65-80%) with rest allocation in debt. Investors looking for exposure to equity but wanting more stability than pure Equity funds should invest in this fund. Only 10% long-term tax on capital gains above 1 lakh.

Invest in these funds with minimum of 3 years horizon for your medium to long term goals like Retirement, Children's education etc

Min Investment ₹1000

Amount Invested

57.2L

Projected Wealth Gained

57.9L

Projected Maturity Amount

1.2Cr

Rank (of 245)

Not Ranked

Annualized Returns(5 yrs)

10.41%

Investment Horizon

>3 Yr

Doubled Money

7yrs 0m

Returns since August 9th, 2018

9.35%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

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. However,there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Basic Details
Fund House
Axis
Launch Date
August 9th, 2018
Expense Ratio
2.16%
Fund Category Risk
Moderate
Std Dev (1Yr)
24.933
Std Dev (3Yr)
Std Dev (5Yr)
Asset Size
1573Cr
Investment Details
Investment Plan
Growth
Return since Launch
9.35 %
Exit Load
No exit load
YTM
6.66 %
Modified Duration
3.1
Contact Details
Phone No.
+91 22 43255161