Axis Equity Hybrid Fund - Direct Plan - Quarterly Dividend Option

Fund Returns

NAV Rs. 13.52 -0.81 %
(as on Jan. 15, 2021)
1 yr Return 17.00 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 13.52 -0.81 %
(as on Jan. 15, 2021)
17.00 % N/A N/A

NAV Movement

1 Month 3 Months 6 Months 1 Year 3 Years 5 Years 10 Years

Calculate SIP Growth

SIP Start Date

SIP End Date

Scheme Details

Launch Date Aug. 9, 2018
Fund Size Rs. 1659.69 cr.
Category Hybrid | Aggressive Hybrid Fund
Fund Manager Ashish Naik
AMC Axis Asset Management Company Ltd.
Fund Benchmark Crisil Hybrid 35+65 - Aggressive Index
Risk Profile Balanced
Risk Rating 6 / 10

Investment Information

Min. Investment Rs. 5000.00
Min. Investment SIP Rs. 1000.00
Expense Ratio 0.75 %
Exit load Nil for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M

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

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 4.2 19.25 27.86 17.0 - -
Rank Within Category 1 3 None 42 None None

AMC Contact Information

AMC Axis Asset Management Company Ltd.
Address Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli,, Mumbai - 400 025
Email customerservice@axismf.com
Website https://www.axismf.com/

Scheme Details

Launch Date Aug. 9, 2018 Fund Size Rs. 1659.69 cr.
Category Hybrid | Aggressive Hybrid Fund Fund Manager Ashish Naik
AMC Axis Asset Management Company Ltd. Fund Benchmark Crisil Hybrid 35+65 - Aggressive Index
Risk Profile Balanced Risk Rating 6 / 10

Investment Information

Min. Investment Min. Investment SIP Expense Ratio Exit Load
Rs. 5000.00 Rs. 1000.00 0.75 % Nil for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M

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

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 4.2 19.25 27.86 17.0 - -
Rank Within Category 1 3 None 42 None None

AMC Contact Information

AMC Axis Asset Management Company Ltd.
Address Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli,, Mumbai - 400 025
Email customerservice@axismf.com
Website https://www.axismf.com/