Rating : ★ ★ ★ ☆ ☆

Axis Equity Hybrid Fund Regular Quarterly Pyt of Inc Dis cum Cap Wdrl

Hybrid

  

Aggressive Hybrid Fund

NAV

12.85-0.01

(as on 18 May, 2022)

RETURNS

11.98 %

Fund Type

Open Ended

Investment Plan

Dividend Payout

Expense Ratio

2%

Asset Size

1864.51 Cr.

(As of 30 Apr, 2022)

Benchmark

CRISIL Hybrid 35+65 - Agg TR INR

Riskometer

Investors understand that their principal will be at Risk.

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.

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Fund manager

R Sivakumar

Exit load

1 %

(If redeemed within 360 days)

Minimum sip

₹0

Minimum investment

₹5000

Top Holdings

This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.

Company

Assets

Bajaj Finance Ltd

6.03%

ICICI Bank Ltd

5.60%

Tata Consultancy Services Ltd

5.22%

Infosys Ltd

4.95%

Sector Allocation

About the Scheme Type

Aggressive Hybrid Funds are open ended schemes which invest a large portion of their assets – 65 to 80%, in equity and equity related instruments. The remaining, at least 20%, needs to be invested in debt instruments. Because of the debt component as well, they’re less risky as compared to pure play equity mutual funds but their returns are also less, for the same reason. These funds allow the fund manager to take advantage of arbitrage opportunities, meaning the fund manager can buy securities at a low price in one stock exchange and sell them ata higher price in the other.

Ratings

This fund is rated 3 stars by Morning Star Ratings.

★ ★ ★ ☆ ☆

Overview of Axis Asset Management Company Limited

Axis Mutual Fund has grown strongly since the time it launched its first scheme in October 2009. The vision statement of Axis Mutual Fund has been to responsibly manage money and risks to help people feel financially secure and confident of a brighter and prosperous future. We attribute our success, thus far, to Axis Mutual Fund’s 3 founding principles

  • Long term wealth creation
  • Outside in (Customer) view
  • Long term relationship

Our product, sales and service strategy is entirely guided by this. We, at Axis Mutual Fund, aim to provide quality financial and investment solutions to help customers feel financially secure and confident of a brighter and prosperous future. We lay a strong emphasis on risk management and planning. We encourage our investors and our partners to take a holistic view which extends beyond mere investing surpluses to investing with an underlying dream, aspiration or goal.

Investment Philosophy of Axis Mutual Fund:

  • Business to be built on three pillars
    • Outside-in View
    • Investor at the heart of every single decision
    • Communication in investor’s language, not in ours
  • Enduring Wealth Creation
    • Playing a serious and credible role in investor’s money basket
    • Encouraging investors to build a long-term perspective of the mutual fund category
  • Long-term Relationships
    • Outside-in View
    • Aiming at building relationships rather than being transactional