Item: Axis Equity Hybrid Fund Direct Growth
Rating: 4
Author: Morningstar

Home › Mutual Funds › Axis Mutual Fund › Axis Equity Hybrid Fund Direct Growth

16.250 (0.123%)

NAV on January 25, 2022

Category Allocation:
Aggressive Allocation

Investment StyleBox

Large Growth

Interest rate sensitivity
Credit quality

Limited Sensitivity
High Quality

Total Assets 1,884 cr

Turnover Ratio 96.32%

Expense Ratio 0.72%

Exit Load 1.00%if redeemed within
12 Months0.00%if redeemed after 12 Months

Returns

Min Investment 5,000

Buy Now Start SIP

Fund Manager R Sivakumar (Since over 3 years) Ashish Naik (Since over 3 years) Kaustubh Sule (Since 3 months)

ISIN INF846K01E25

Fund Family Axis

P/E Ratio 34.99

P/B Ratio 5.42

Launch Date August 09, 2018

Benchmark CRISIL Hybrid 35+65 - Agg TR INR

Avg. Maturity 3.43 years

Yield To Maturity (%) 5.51%

Financial 34.42%

Industrial 5.5%

Technology 14.81%

Basic Materials 9.33%

Consumer Cyclical 13.01%

Utilities Services 0.0%

Healthcare Services 6.53%

Energy Services 3.99%

Communication Services 1.98%

Consumer Defensive 8.30%

Real Estate 2.12%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
BOI AXA Mid & Small Cap Equity & Debt Fund Direct Growth	24.360	47.82%	371 cr	1.84%	High
Mirae Asset Hybrid Equity Fund -Direct Plan-Growth	24.442	22.31%	6,450 cr	0.37%	Below Average
BNP Paribas Substantial Equity Hybrid Direct Growth	19.806	21.91%	744 cr	0.66%	Below Average
Canara Robeco Equity Hybrid Fund Direct Plan Growth	266.360	21.50%	7,609 cr	0.64%	Low

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
BOI AXA Mid & Small Cap Equity & Debt Fund Direct Growth	24.360	47.82%	371 cr	1.84%	High
ICICI Prudential Equity & Debt Fund Direct Plan Growth	241.330	42.56%	18,456 cr	1.21%	Above Average
Kotak Equity Hybrid Direct Growth	44.540	27.41%	2,290 cr	0.73%	Above Average
Edelweiss Aggressive Hybrid Direct Plan Growth Option	41.570	27.01%	143 cr	0.38%	Average
Baroda Hybrid Equity Fund Plan B (Direct) Growth Option	91.100	26.74%	402 cr	1.78%	Average