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 5.16 10.95 20.47 10.83 12.67 11.51
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 20.47 10.83 12.67 2.14 1,575.04
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth Jan 06, 1996 25.33 13.56 14.37 1.41 68,372.47
ICICI Prudential Equity & Debt Fund - Growth Nov 03, 1999 37.94 24.07 21.04 1.62 35,122.02
HDFC Hybrid Equity Fund-Growth Apr 06, 2005 22.47 15.57 15.28 1.70 23,138.21
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Feb 01, 1993 26.95 14.18 15.71 1.73 10,152.64
DSP Equity & Bond Fund- Regular Plan - Growth May 27, 1999 28.70 14.03 15.90 1.77 9,131.81

Fund Holdings as on 31-May-2024

  • ICICI Bank Limited

  • HDFC Bank Limited

  • 7.18% Government of India (24/07/2037)

  • 7.25% Government of India (12/06/2063)

  • Reliance Industries Limited

  • Infosys Limited

  • Mahindra & Mahindra Limited

  • Tata Consultancy Services Limited

  • Bharti Airtel Limited

  • PI Industries Limited

  • Larsen & Toubro Limited

  • NTPC Limited

  • Avenue Supermarts Limited

  • Bajaj Finserv Limited

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

  • Bharat Highways Invit

  • Sun Pharmaceutical Industries Limited

  • 7.87% Bajaj Finance Limited (08/02/2034) **

  • Sansera Engineering Limited

  • State Bank of India

  • Godrej Consumer Products Limited

  • Divi's Laboratories Limited

  • Samvardhana Motherson International Limited

  • Coal India Limited

  • Bajaj Finance Limited

  • Mankind Pharma Limited

  • Titagarh Rail Systems Limited

  • Cholamandalam Investment and Finance Company Ltd (CCD)

  • Sumitomo Chemical India Limited

  • FSN E-Commerce Ventures Limited

  • Brigade Enterprises Limited

  • UNO Minda Limited

  • R R Kabel Limited

  • Grasim Industries Limited

  • SBI Life Insurance Company Limited

  • Indian Bank

  • 7.32% Government of India (13/11/2030)

  • Kotak Mahindra Bank Limited

  • 9.2% 360 One Prime Limited (05/09/2025) **

  • Cholamandalam Investment and Finance Company Ltd

  • Motherson Sumi Wiring India Limited

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

  • JB Chemicals & Pharmaceuticals Limited

  • Indian Oil Corporation Limited

  • Tata Motors Limited

  • Doms Industries Limited

  • Apollo Hospitals Enterprise Limited

  • Computer Age Management Services Limited

  • Zomato Limited

  • MphasiS Limited

  • Shree Cement Limited

  • Nestle India Limited

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

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

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

  • 8.5% DLF Home Developers Limited (30/04/2027) **

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

  • Suzlon Energy Limited

  • 91 Days Tbill (MD 19/07/2024)

  • 182 Days Tbill (MD 22/08/2024)

  • Can Fin Homes Limited

  • State Bank of India June 2024 Future

  • Cholamandalam Investment and Finance Company Ltd (30/10/2024) **

  • TeamLease Services Limited

  • Fine Organic Industries Limited

  • Info Edge (India) Limited

  • Clearing Corporation of India Ltd

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

  • Navin Fluorine International Limited

  • Hindalco Industries Limited

  • K.P.R. Mill Limited

  • Vedant Fashions Limited

  • Net Receivables / (Payables)

  • HCL Technologies Limited

  • 7.3% Government of India (19/06/2053)

  • Embassy Office Parks REIT

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

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

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

  • Clean Science and Technology Limited

  • Jio Financial Services Limited

  • Alkem Laboratories Limited

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

  • Hindustan Aeronautics Limited

  • Aadhar Housing Finance Limited

  • Sona BLW Precision Forgings Limited

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

  • Schaeffler India Limited

  • Hindustan Unilever Limited

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

  • Suryoday Small Finance Bank Limited

  • Aether Industries Limited

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

  • Grasim Industries Limited

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

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  • Bank - Private

  • Miscellaneous

  • IT - Software

  • Pharmaceuticals & Drugs

  • Auto Ancillary

  • Refineries

  • Pesticides & Agrochemicals

  • Automobiles - Passenger Cars

  • Telecommunication - Service Provider

  • Bank - Public

  • Finance - NBFC

  • Engineering - Construction

  • Power Generation/Distribution

  • e-Commerce

  • Retailing

  • Finance - Investment

  • Household & Personal Products

  • Mining & Minerals

  • Chemicals

  • Railways Wagons

  • Construction - Real Estate

  • Cable

  • Diversified

  • Insurance

  • Steel & Iron Products

  • Automobiles-Trucks/Lcv

  • Printing & Stationery

  • Hospital & Healthcare Services

  • Depository Services

  • Finance - Housing

  • Textile

  • Cement & Construction Materials

  • Consumer Food

  • Electric Equipment

  • Professional Services

  • BPO/ITeS

  • Metal - Non Ferrous

  • Defence

  • Bearings

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Fund Manager

  • Cash

  • CRISIL A+

  • CRISIL A1+

  • CRISIL AA+

  • CRISIL AA-

  • CRISIL AAA

  • Derivatives

  • Equity

  • ICRA AA

  • IND AA

  • IND AAA(CE)

  • REITs & InvITs

  • Rights

  • Sovereign

  • 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 ₹1,575.04 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 down ₹-0.02(-0.11%)yesterday to ₹18.93.

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

The Axis Equity Hybrid Fund is managed by Devang Shah and Aditya Pagaria.

Fund House Contact

One Lodha Place, 22 & 23 Floor, Senapati Bapat Marg, Lower Parel Mumbai - 400 013

022-43255161
022-43255199
www.axismf.com