Axis Equity Hybrid Fund Add to compare
10.49
0.1
(0.96%)
1 day change as on 07 Jul 2020
Investment 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 Type Entry Load Average Asset Size (Rs cr.)
Open Ended Nil 1427.29
Investment Plan Exit Load Minimum Investment (Rs.)
Growth If redeemed bet. 0 Month to 12 Month; Exit Load is 1% 5000
Launch Date Fund Manager Last Dividend
09-08-2018 R Sivakumar,Ashish Naik 0.00
Benchmark Email / Website Bonus
CRISIL Hybrid 35+65 - Aggressive Index* customerservice@axismf.com / www.axismf.com
AMC Name
Axis Asset Management Company Ltd.
Fund Name AUM (Rs. Cr) Return (%)
1 Mth 3 Mths 6 Mths 1 Yr 3 Yrs 5 Yrs Since Inception
Axis Equity Hybrid Fund 1438.11 5.43 16.17 -5.92 0.38 -- -- 2.53
Edelweiss Balanced Advantage Fund 1287.08 2.89 12.26 3.35 6.12 6.11 5.54 8.89
JM Equity Hybrid Fund 4.71 24.06 35.56 8.72 5.94 1.73 3.22 10.81
Motilal Oswal Equity Hybrid Fund 305.49 4.56 15.78 -2.56 4.55 -- -- 6.59
Shriram Balanced Advantage Fund 40.40 3.63 10.08 0.62 4.11 -- -- 4.11
BNP Paribas Substantial Equity Hybrid Fund 387.23 3.78 14.36 -2.94 4.10 6.43 -- 7.25
Top 10 Holdings
Company Name Sector Name Asset %
8.5 State Bank of India Financial Services 5.64
Reliance Industries Ltd. Energy 4.61
Avenue Supermarts Ltd. Consumer Goods 4.58
Kotak Mahindra Bank Ltd. Financial Services 4.44
Tata Consultancy Services Ltd. IT 4.04
 
Company Name Sector Name Asset %
HDFC Bank Ltd. Financial Services 3.8
Bharti Airtel Ltd. Telecom 3.63
Housing Development Finance Corporation Ltd. Financial Services 3.6
ICICI Bank Ltd. Financial Services 3.57
CBLO(CCIL) Current Assets 3.32
AUM Movement
Asset Allocation