Axis Hybrid Fund - Series 32 - Growth - Regular Plan

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  • Net Change on 24-05-2019

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Fund Overview Growth | Regular 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 1.01 9.75 12.65 15.19 9.96 13.84

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- Regular Plan - Growth Jul 25, 2013 7.54 4.57 2.89 2.64 9.67
Axis Hybrid Fund - Series 7 (1305 Days) - Regular Plan - Growth Sep 05, 2013 7.52 5.29 3.40 2.64 5.21
Axis Hybrid Fund Series 6 - Regular - Growth Aug 16, 2013 7.53 5.12 3.23 2.64 4.48
UTI - Unit Linked Insurance Plan Oct 01, 1971 2.84 8.41 8.84 1.61 4,434.25
UTI Unit Linked Insurance Plan - 10 Years Plan Oct 01, 1971 2.84 8.41 8.84 1.61 4,434.25

Fund Holdings as on 30-April-2019

  • Nifty 50 Index 8700 Call December 2019 Option

  • Mahindra & Mahindra Financial Services Limited (16/01/2020) (ZCB) **

  • Cholamandalam Investment and Finance Company Limited (29/04/2020) (ZCB) **

  • 8.90% Reliance Jio Infocomm Limited (21/01/2020) **

  • 8.22% National Bank For Agriculture and Rural Development (18/02/2020) **

  • 9.04% REC Limited (12/10/2019) **

  • 9.30% Power Grid Corporation of India Limited (04/09/2019) **

  • 8.47% Nuvoco Vistas Corporation Limited (14/09/2019) **

  • 9.10% Dewan Housing Finance Corporation Limited (09/09/2019)

  • 8.65% Power Finance Corporation Limited (28/11/2019) **

  • 8.85% Power Grid Corporation of India Limited (19/10/2019) **

  • 8.68% LIC Housing Finance Limited (30/03/2020) **

  • 8.02% LIC Housing Finance Limited (18/02/2020) **

  • 9.10% Dewan Housing Finance Corporation Limited (16/08/2019) **

  • Small Industries Dev Bank of India (15/01/2020) ** #

  • 7.85% National Bank For Agriculture and Rural Development (31/05/2019) **

  • Net Receivables / (Payables)

  • Clearing Corporation of India Ltd

  • 8.82% Power Finance Corporation Limited (20/02/2020) **

  • 8.63% IDFC First Bank Limited (18/02/2020) **

  • 8.45% Shriram Transport Finance Company Limited (27/03/2020) **

  • 8.13% Power Grid Corporation of India Limited (24/04/2020) **

  • 8.36% Power Finance Corporation Limited (26/02/2020) **

  • 7.53% Power Finance Corporation Limited (20/01/2020) **

  • 7.25% Small Industries Dev Bank of India (30/04/2020) **

  • 8.95% Power Finance Corporation Limited (30/03/2020) **

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  • Miscellaneous

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About Axis Hybrid Fund - Series 32

Scheme Analysis

Axis Hybrid Fund - Series 32 is a Hybrid - Balanced Hybrid Fund fund and belongs to Axis Mutual Fund. It was launched on 09-Aug-2016 and currently has an AUM of ₹406.04 crore. Axis Hybrid Fund - Series 32 is benchmarked against Crisil Composite Bond Fund Index as primary index and NIFTY 50 as secondary index.

The NAV of Axis Hybrid Fund - Series 32 ended up ₹0.18(1.48%)yesterday to ₹12.12.

Among its top 3 holdings the fund has exposure to Nifty 50 Index 8700 Call December 2019 Option, Mahindra & Mahindra Financial Services Limited (16/01/2020) (ZCB) ** and Cholamandalam Investment and Finance Company Limited (29/04/2020) (ZCB) **

The Axis Hybrid Fund - Series 32 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
  • CARE A

  • CARE A1+

  • CARE AAA

  • Cash

  • CRISIL AA

  • CRISIL AAA

  • Derivatives

  • ICRA AA+

  • IND AA+

  • IND AAA

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