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

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 Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Axis Equity Hybrid Fund - Regular Plan - Growth Option 2.53 7.41 19.02 10.26 12.53 10.49
CRISIL Hybrid 35+65 - Aggressive Index N/A N/A N/A N/A N/A N/A
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A

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

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Axis Equity Hybrid Fund - Regular Plan - Growth Option Aug 09, 2018 Unrated 19.02 10.26 12.53 2.15 1,608.78
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth Jan 06, 1996 Unrated 23.86 12.81 14.35 1.42 65,010.10
ICICI Prudential Equity & Debt Fund - Growth Nov 03, 1999 37.53 24.46 21.41 1.64 31,196.16
HDFC Hybrid Equity Fund-Growth Apr 06, 2005 22.82 15.42 15.49 1.69 22,473.57
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Feb 01, 1993 25.23 13.86 15.44 1.74 9,746.01
DSP Equity & Bond Fund- Regular Plan - Growth May 27, 1999 26.46 13.31 15.58 1.77 8,844.62

Fund Holdings as on 31-January-2024

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Bajaj Finance Limited

  • Avenue Supermarts Limited

  • Infosys Limited

  • Reliance Industries Limited

  • Tata Consultancy Services Limited

  • 7.18% Government of India (14/08/2033)

  • Larsen & Toubro Limited

  • PI Industries Limited

  • Bharti Airtel Limited

  • 7.26% Government of India (06/02/2033)

  • State Bank of India February 2024 Future

  • Bajaj Finserv Limited

  • NTPC Limited

  • HDB Financial Services Limited (07/07/2025) (ZCB) **

  • 9% Bharti Telecom Limited (04/12/2028) **

  • 8.60% Muthoot Finance Limited (25/08/2025) **

  • 7.85% Bajaj Housing Finance Limited (01/09/2028) **

  • Sun Pharmaceutical Industries Limited

  • Sansera Engineering Limited

  • Kotak Mahindra Bank Limited

  • Godrej Consumer Products Limited

  • Clearing Corporation of India Ltd

  • Shree Cement Limited

  • 7.40% Government of India (19/09/2027)

  • Brigade Enterprises Limited

  • Tata Motors Limited

  • Divi's Laboratories Limited

  • Mankind Pharma Limited

  • FSN E-Commerce Ventures Limited

  • Cholamandalam Investment and Finance Company Ltd (CCD)

  • Fine Organic Industries Limited

  • Nestle India Limited

  • Sumitomo Chemical India Limited

  • Samvardhana Motherson International Limited

  • 7.86% HDFC Bank Limited (02/12/2032) **

  • 7.64% Power Finance Corporation Limited (22/02/2033)

  • Mahindra & Mahindra Limited

  • Coal India Limited

  • 8.50% Aadhar Housing Finance Limited (26/05/2026) **

  • Tata Steel Limited February 2024 Future

  • UNO Minda Limited

  • 6.83% HDFC Bank Limited (08/01/2031) **

  • Motherson Sumi Wiring India Limited

  • Apollo Hospitals Enterprise Limited

  • R R Kabel Limited

  • JB Chemicals & Pharmaceuticals Limited

  • Clean Science and Technology Limited

  • MphasiS Limited

  • Can Fin Homes Limited

  • Jio Financial Services Limited

  • Hindustan Unilever Limited

  • Alkem Laboratories Limited

  • Deepak Fertilizers and Petrochemicals Corporation Limited

  • Aether Industries Limited

  • Grasim Industries Limited

  • State Bank of India

  • 7.80% Mahanagar Telephone Nigam Limited (07/11/2033)

  • 182 Days Tbill (MD 29/02/2024)

  • 182 Days Tbill (MD 07/03/2024)

  • 7.6% Poonawalla Fincorp Limited (19/07/2024) **

  • 9.95% IndoStar Capital Finance Limited (07/08/2025) **

  • Vedant Fashions Limited

  • 7.59% Mahanagar Telephone Nigam Limited (20/07/2033)

  • Doms Industries Limited

  • TeamLease Services Limited

  • Zomato Limited

  • Info Edge (India) Limited

  • 9.15% SK Finance Limited (02/02/2025) **

  • Navin Fluorine International Limited

  • Cholamandalam Investment and Finance Company Ltd

  • K.P.R. Mill Limited

  • HCL Technologies Limited

  • Suryoday Small Finance Bank Limited

  • Maruti Suzuki India Limited February 2024 Future

  • 7.26% Government of India (22/08/2032)

  • Asian Paints Limited

  • 7.25% Punjab National Bank (29/07/2030) **

  • 4.04% Government of India (04/10/2028)

  • Maruti Suzuki India Limited

  • 7.4% Power Finance Corporation Limited (08/05/2030) **

  • Schaeffler India Limited

  • 7.92% West Bangal State Development Loans (15/03/2027)

  • 8.85% Power Finance Corporation Limited (25/05/2029) **

  • 8.16% Karnataka State Development Loans (26/11/2025)

  • Grasim Industries Ltd - Rights **

  • Net Receivables / (Payables)

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  • Miscellaneous

  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Finance - NBFC

  • Retailing

  • Auto Ancillary

  • Pesticides & Agrochemicals

  • Refineries

  • Chemicals

  • Engineering - Construction

  • Telecommunication - Service Provider

  • Household & Personal Products

  • Finance - Investment

  • Power Generation/Distribution

  • e-Commerce

  • Cement & Construction Materials

  • Construction - Real Estate

  • Automobiles-Trucks/Lcv

  • Automobiles - Passenger Cars

  • Consumer Food

  • Textile

  • Mining & Minerals

  • Hospital & Healthcare Services

  • Steel & Iron Products

  • Cable

  • Finance - Housing

  • Finance - Stock Broking

  • Fertilizers

  • Diversified

  • Bank - Public

  • Printing & Stationery

  • Professional Services

  • BPO/ITeS

  • Paints

  • Bearings

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Fund Manager

  • Cash

  • CRISIL A+

  • CRISIL AA+

  • CRISIL AA-

  • CRISIL AAA

  • Derivatives

  • Equity

  • IND AA

  • IND AAA(CE)

  • Rights

  • Sov

  • Unrated

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About Axis Equity Hybrid Fund

Scheme Analysis

Axis Equity Hybrid Fund is a Hybrid - Aggressive Hybrid Fund fund and belongs to Axis Mutual Fund. It was launched on 09-Aug-2018 and currently has an AUM of ₹1,608.78 crore. Axis Equity Hybrid Fund is benchmarked against CRISIL Hybrid 35+65 - Aggressive Index as primary index and NIFTY 50 - TRI as secondary index.

The NAV of Axis Equity Hybrid Fund ended up ₹0.04(0.23%)yesterday to ₹17.44.

Among its top 3 holdings the fund has exposure to ICICI Bank Limited, and

The Axis Equity Hybrid Fund is managed by R. Sivakumar and Aditya Pagaria.

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