Mutual Fund Details

Axis Equity Hybrid Fund Direct-IDCW Monthly Reinvestment

Name: Axis Equity Hybrid Fund Direct-IDCW Monthly Reinvestment
Brand: Axis Mutual Fund

Hybrid Aggressive

NAV

₹16.9800

as on 18 Dec 2024, 11:21 PM

₹-0.0800(0.47%)

Last Change

Scheme Ratings

rated by Value Research

Aggressive

Rankings based on | as on Invalid date

Schemes Managed By

Investment Performance

would have given a return of

₹1,10,871

₹1,21,647

₹1,29,437

₹1,34,204

Bank Account

Fixed Deposit

Regular Mutual Fund

This Fund on Paytm Money

This Mutual Fund

₹34,204

Profit (absolute return)

34.20%

in the last

max

+1% Higher Returns

With Direct Plans on Paytm Money

Investment Returns

In the last 3 months

1.78%

In the last 6 months

8.18%

In the last 1 year

20.20%

In the last 3 years

34.20%

In the last 5 years

93.09%

In the last 10 years

Absolute Returns

CAGR

Scheme Riskometer

low

low to moderate

moderate

moderately high

high

very high

Investors understand that their principal will be at very high risk

Scheme Information

Axis Equity Hybrid Fund Direct-IDCW Monthly Reinvestment

as of 30 Nov 2024, 05:30 AM

₹1,615.65 Cr

Scheme Asset Size

Fund Type

Open-End

Exit Load

Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.

1.06%

Expense Ratio

Plan

Dividend

0.68%

Cash Holding

Benchmark

CRISIL Hybrid 35+65 Aggressive Index

Scheme Document

View

Benchmark

CRISIL Hybrid 35+65 Aggressive Index

Exit Load

Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.

Scheme Document

View

Sectors Holding in this Mutual Fund

as on 30 Nov 2024

Sort By

Value

Sector

Financial

20.94%

₹338.32 Cr

Healthcare

7.85%

₹126.83 Cr

Technology

7.39%

₹119.40 Cr

Energy

6.78%

₹109.54 Cr

Automobile

6.77%

₹109.38 Cr

Others

50.27%

₹812.19 Cr

View All

Sectors Holding in this Mutual Fund

as on 30 Nov 2024

Sort By

Value

Sector

Financial

20.94%

₹338.32 Cr

Healthcare

7.85%

₹126.83 Cr

Technology

7.39%

₹119.40 Cr

Energy

6.78%

₹109.54 Cr

Automobile

6.77%

₹109.38 Cr

Others

50.27%

₹812.19 Cr

View All

Companies Holding in this Mutual Fund

as on 30 Nov 2024

Sort By

Value

Company

GOI

8.95%

₹144.60 Cr

HDFC Bank Ltd.

6.15%

₹99.36 Cr

ICICI Bank Ltd.

5.71%

₹92.25 Cr

Infosys Ltd.

3.28%

₹52.99 Cr

Reliance Industries Ltd.

3.16%

₹51.05 Cr

Others

72.75%

₹1,175.38 Cr

View All

Companies Holding in this Mutual Fund

as on 30 Nov 2024

Sort By

Value

Company

GOI

8.95%

₹144.60 Cr

HDFC Bank Ltd.

6.15%

₹99.36 Cr

ICICI Bank Ltd.

5.71%

₹92.25 Cr

Infosys Ltd.

3.28%

₹52.99 Cr

Reliance Industries Ltd.

3.16%

₹51.05 Cr

Others

72.75%

₹1,175.38 Cr

View All

Funds in this Category

This fund's returns:

10.29%

Return Duration

3 Years

JM Aggressive Hybrid Fund Direct-Growth

SBI Magnum Children's Benefit Fund - Investment Plan Direct - Growth

ICICI Prudential Equity & Debt Fund Direct-Growth

About Axis Equity Hybrid Fund Direct-IDCW Monthly Reinvestment

Axis Equity Hybrid Fund Direct-IDCW Monthly Reinvestment is a Hybrid mutual fund scheme from Axis Mutual Fund. This scheme was launched on Invalid date and is currently managed by its fund managers Aditya Pagaria, Ashish Naik, Devang Shah and Jayesh Sundar. It has an AUM of ₹1,615.65 Crores and the latest NAV decalared is ₹16.980 as on 19 Dec 2024 at 4:43 am.

Axis Equity Hybrid Fund Direct-IDCW Monthly Reinvestment scheme return performance in last 1 year is 20.20%, in last 3 years is 34.20% and 120.53% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.