Axis Hybrid Fund - Series 29 - Growth - Direct Plan

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  • Net Change on 17-05-2019

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The primary objective is to generate income by investing in high quality fixed income securities that are maturing on or before the maturity of the Scheme whilst the secondary objective is to generate capital appreciation by investing in equity and equity related 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 Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Crisil Composite Bond Fund Index N/A N/A N/A N/A N/A N/A
NIFTY 50 -4.50 4.97 4.80 12.72 9.34 13.65

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Axis Hybrid Fund - Series 5- Direct Plan - Growth Jul 25, 2013 4.53 3.16 2.60 2.64 9.67
Axis Hybrid Fund Series 6 - Direct - Growth Aug 16, 2013 4.57 3.72 2.94 2.64 4.48
UTI - Unit Linked Insurance Plan- Direct Oct 01, 1971 0.34 7.48 9.00 1.61 4,434.25
UTI Unit Linked Insurance Plan - 10 Years Plan - Direct Plan Oct 01, 1971 0.34 7.48 9.00 1.61 4,434.25

Fund Holdings as on 30-April-2019

  • Clearing Corporation of India Ltd

  • Nifty 50 Index 7600 Call June 2019 Option

  • Axis Finance Limited (19/07/2019) (ZCB) **

  • 8.45% Housing Development Finance Corporation Limited (24/07/2019) **

  • 9.64% Power Grid Corporation of India Limited (31/05/2019) **

  • 9.39% REC Limited (20/07/2019) **

  • 8.50% Piramal Capital & Housing Finance Limited (07/06/2019) **

  • Net Receivables / (Payables)

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  • Miscellaneous

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About Axis Hybrid Fund - Series 29

Scheme Analysis

Axis Hybrid Fund - Series 29 is a Hybrid - Balanced Hybrid Fund fund and belongs to Axis Mutual Fund. It was launched on 01-Feb-2016 and currently has an AUM of ₹116.64 crore. Axis Hybrid Fund - Series 29 is benchmarked against Crisil Composite Bond Fund Index as primary index and NIFTY 50 as secondary index.

The NAV of Axis Hybrid Fund - Series 29 ended up ₹0.14(1%)yesterday to ₹13.85.

Among its top 3 holdings the fund has exposure to Clearing Corporation of India Ltd, Nifty 50 Index 7600 Call June 2019 Option and Axis Finance Limited (19/07/2019) (ZCB) **

The Axis Hybrid Fund - Series 29 is managed by Ashwin Patni and Devang Shah.

Fund House Contact

Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai - 400 025

022-43255161
022-43255199
www.axismf.com

Fund Manager

  • Education:PGDM-IIM, B.E
  • Experience:6 Years
  • Basic Details:Mr. Patil has Six years of experience in Wealth Management,Structured Finance, Credit and Markets Group and Business Consulting.
  • Funds Managed:
  • Axis Arbitrage Fund
  • Axis Dynamic Equity Fund
  • Cash

  • CRISIL AAA

  • Derivatives

  • ICRA AA+

  • IND AAA

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