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Axis Equity Hybrid Fund - Regular Plan - Regular IDCW

Fund House: Axis Mutual Fund
Invest in this Scheme
Category: Hybrid: Aggressive
Launch Date: 03-08-2018
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive TRI
TER: 2.16% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 1,586 Cr As on (31-03-2024)
Turn over: - | Exit Load: For units more than 10% of the allotted, an exit load of 1% will be charged if redeemed within 12 months.
NAV as on 25-04-2024

12.8

0.06 (0.4688%)

CAGR Since Inception

10.24%

Benchmark: 12.48%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks 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.

Current Asset Allocation (%)

Indicators

Standard Deviation
Sharpe Ratio
Alpha
Beta
Yield to Maturity 7.86
Average Maturity 6.04

PEER COMPARISON

Scheme Name Inception
Date		 1 Year
Return(%)		 2 Year
Return(%)		 3 Year
Return(%)		 5 Year
Return(%)		 10 Year
Return(%)
Axis Equity Hybrid Fund - Regular Plan - Regular IDCW 03-08-2018 21.18 8.83 11.02 11.46 -
JM Aggressive Hybrid Fund (Regular) -Growth Option 01-04-1995 55.84 30.42 25.05 19.18 14.26
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 49.83 22.09 25.21 21.86 -
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 41.91 23.36 26.96 20.73 17.76
Quant Absolute Fund - Growth Option - Regular Plan 21-03-2001 40.33 20.61 23.28 24.69 18.88
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 35.45 18.12 16.11 13.36 -
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 35.34 18.85 19.08 - -
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 35.13 20.57 20.62 16.92 14.47
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 35.03 20.43 20.5 16.86 14.42
Baroda BNP Paribas Aggressive Hybrid Fund- REGULAT PLAN -GROWTH OPTION 05-04-2017 34.37 18.48 - - -

Scheme Characteristics

Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

9.91%

Others

27.56%

Large Cap

51.8%

Mid Cap

10.76%

Scheme Documents

March 2024

Monthly Portfolio Disclosure - March 2024

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