Axis Equity Hybrid Fund Add to compare
11
-0.05
(-0.45%)
1 day change as on 10 Dec 2019
Investment Objective: 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.
Fund Type Entry Load Average Asset Size (Rs cr.)
Open Ended Nil 1984.41
Investment Plan Exit Load Minimum Investment (Rs.)
Growth If redeemed bet. 0 Month to 12 Month; Exit Load is 1% 5000
Launch Date Fund Manager Last Dividend
09-08-2018 R Sivakumar,Ashish Naik 0.00
Benchmark Email / Website Bonus
CRISIL Hybrid 35+65 - Aggressive Index* customerservice@axismf.com / www.axismf.com
AMC Name
Axis Asset Management Company Ltd.
Fund Name AUM (Rs. Cr) Return (%)
1 Mth 3 Mths 6 Mths 1 Yr 3 Yrs 5 Yrs Since Inception
Axis Equity Hybrid Fund 1829.46 -0.63 8.02 6.66 13.95 -- -- 7.77
BNP Paribas Substantial Equity Hybrid Fund 332.76 -0.63 7.52 6.11 16.36 -- -- 9.54
DSP Equity & Bond Fund 6253.42 -0.59 7.29 4.33 14.53 9.93 9.38 14.48
SBI Equity Hybrid Fund 30906.71 0.43 6.61 3.75 14.14 11.55 10.12 15.53
Motilal Oswal Equity Hybrid Fund 281.94 -0.49 8.36 6.09 13.95 -- -- 10.45
Kotak Equity Hybrid Fund 1460.75 0.56 8.12 2.80 13.51 7.90 7.60 13.81
Top 10 Holdings
Company Name Sector Name Asset %
HDFC Bank Ltd. Financial Services 6.36
Kotak Mahindra Bank Ltd. Financial Services 6.2
Bajaj Finance Ltd. Financial Services 5.96
Tata Consultancy Services Ltd. IT 5.58
CBLO(CCIL) Current Assets 5.5
 
Company Name Sector Name Asset %
8.5 NABARD Jan 31 2023 Financial Services 4.65
Housing Development Finance Corporation Ltd. Financial Services 4.44
Avenue Supermarts Ltd. Consumer Goods 4.03
ICICI Bank Ltd. Financial Services 3.54
Reliance Industries Ltd. Energy 3
AUM Movement
Asset Allocation