Item: Axis Equity Hybrid Fund Direct Growth
Rating: 5
Author: Morningstar

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

16.690 (-0.060%)

NAV on September 24, 2021

Category Allocation:
Aggressive Allocation

Investment StyleBox

Large Growth

Interest rate sensitivity
Credit quality

Limited Sensitivity
High Quality

Total Assets 1,831 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 about 3 years) Ashish Naik (Since about 3 years)

ISIN INF846K01E25

Fund Family Axis

P/E Ratio 38.30

P/B Ratio 5.82

Launch Date August 09, 2018

Benchmark CRISIL Hybrid 35+65 - Agg TR INR

Avg. Maturity 4.21 years

Yield To Maturity (%) 5.98%

Financial 35.21%

Industrial 3.91%

Technology 16.46%

Basic Materials 11.54%

Consumer Cyclical 9.22%

Utilities Services 0.0%

Healthcare Services 8.09%

Energy Services 4.53%

Communication Services 2.52%

Consumer Defensive 7.08%

Real Estate 1.44%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
BOI AXA Mid & Small Cap Equity & Debt Fund Direct Growth	24.020	76.36%	345 cr	1.90%	High
Axis Equity Hybrid Fund Direct Growth	16.690	53.68%	1,831 cr	0.72%	Average
BNP Paribas Substantial Equity Hybrid Direct Growth	19.982	52.78%	693 cr	0.55%	Below Average
Mirae Asset Hybrid Equity Fund -Direct Plan-Growth	24.561	52.11%	5,949 cr	0.39%	Below Average
Canara Robeco Equity Hybrid Fund Direct Plan Growth	269.790	49.75%	6,726 cr	0.68%	Low

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
BOI AXA Mid & Small Cap Equity & Debt Fund Direct Growth	24.020	76.36%	345 cr	1.9%	High
ICICI Prudential Equity & Debt Fund Direct Plan Growth	228.690	73.42%	17,880 cr	1.33%	Above Average
JM Equity Hybrid Fund (Direct) - Growth Option	76.427	62.91%	9 cr	1.72%	High
Kotak Equity Hybrid Direct Growth	43.620	57.26%	1,986 cr	0.79%	Above Average
DSP Equity & Bond Fund Direct Plan Growth	259.661	55.81%	7,516 cr	0.87%	Above Average
Axis Equity Hybrid Fund Direct Growth	16.690	53.68%	1,831 cr	0.72%	Average
BNP Paribas Substantial Equity Hybrid Direct Growth	19.982	52.78%	693 cr	0.55%	Below Average