Axis Equity Hybrid Fund Add to compare
8.64
-0.13
(-1.48%)
1 day change as on 03 Apr 2020
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 1780.63
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 1621.33 -21.38 -23.20 -19.48 -14.76 -- -- -8.47
Edelweiss Balanced Advantage Fund 1428.54 -12.60 -12.71 -8.83 -8.35 2.21 2.65 7.5
Tata Balanced Advantage Fund 1061.76 -14.24 -16.02 -12.71 -10.10 -- -- -7.62
BNP Paribas Substantial Equity Hybrid Fund 405.27 -19.62 -20.20 -15.22 -10.53 -- -- 1.37
Motilal Oswal Equity Hybrid Fund 320.19 -19.40 -21.16 -17.40 -10.64 -- -- -5.46
Canara Robeco Equity Hybrid Fund 3071.16 -19.20 -18.24 -13.26 -12.96 1.52 3.94 10.28
Top 10 Holdings
Company Name Sector Name Asset %
Kotak Mahindra Bank Ltd. Financial Services 5.94
8.5 State Bank of India Financial Services 5.39
Housing Development Finance Corporation Ltd. Financial Services 5.26
Bajaj Finance Ltd. Financial Services 5.23
Avenue Supermarts Ltd. Consumer Goods 4.58
 
Company Name Sector Name Asset %
ICICI Bank Ltd. Financial Services 4.51
HDFC Bank Ltd. Financial Services 3.99
CBLO(CCIL) Current Assets 3.84
Tata Consultancy Services Ltd. IT 3.32
Reliance Industries Ltd. Energy 2.81
AUM Movement
Asset Allocation