Axis Equity Hybrid Fund - Regular Plan - Growth Option

Category: Hybrid: Aggressive
Launch Date: 05-08-2018
Asset Class: Mixed Asset
Benchmark: NIFTY 50 TRI
Expense Ratio: 2.07% As on (31-01-2020)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 100.0
Total Assets: 1,713.32 Cr As on (31-01-2020)
Turn over: 43.0
NAV as on 20-02-2020

11.52

-0.02 (-0.1736%)

CAGR Since Inception

9.72%

NIFTY 50 TRI 13.43%

PERFORMANCE of Axis Equity Hybrid Fund - Regular Plan - Growth Option

Scheme Performance (%) Data as on - 20-02-2020

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis Equity Hybrid Fund - Regular Plan - Growth Option 20.63 - - - 9.72
NIFTY 50 TRI 13.9 12.27 7.83 10.92 13.43
Hybrid: Aggressive 13.58 7.45 6.74 10.49 11.41

Yearly Performance (%)

Nav Movement

Fund Managers

Mr. Ashish Naik, Mr. R Sivakumar and Mr. Shreyash Devalkar

Mr. Naik is a B.E from Mumbai University and MBA from XLRI, Jamshedpur. Prior to joining Axis Mutual Fund he was associated with organizations such as Goldman Sachs and has over 7 years of experience as an Equity Analyst. Mr. Sivakumar is a B.Tech from IIT Madras and MBA from IIM Ahmedabad. Prior to joining Axis AMC he has worked with Fortis Investment Management Ltd. Sundaram Mutual Fund (2001-2004), Zurich India and ITC Threadneedle. Mr. Devalkar is a B.Tech from UDCT Mumbai and PGDM (Management) from JBIMS Mumbai University. Prior to joining Axis Mutual Fund he has worked with BNP Paribas Mutual Fund, IDFC Capital, JP Morgan Services India and Calyon Bank.

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.

RETURNS CALCULATOR for Axis Equity Hybrid Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Axis Equity Hybrid Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Equity Hybrid Fund - Regular Plan - Growth Option 4.1
Hybrid: Aggressive - - - - - -

PEER COMPARISION of Axis Equity Hybrid Fund - Regular Plan - Growth Option

Period
Data as on - 20-02-2020
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Axis Equity Hybrid Fund - Regular Plan - Growth Option 05-08-2018 20.63 0.0 0.0 0.0 0.0
DSP Equity & Bond Fund- Regular Plan - Growth 27-05-1999 24.62 9.76 10.64 10.01 11.75
BNP PARIBAS SUBSTANTIAL EQUITY HYBRID FUND- REGULAT PLAN -GROWTH OPTION 01-04-2017 24.04 12.15 0.0 0.0 0.0
Motilal Oswal Equity Hybrid Fund (MOFEH) - Regular Plan Growth Option 05-09-2018 22.16 0.0 0.0 0.0 0.0
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth 31-12-1995 20.29 10.22 12.25 9.44 12.61
Kotak Equity Hybrid - Growth 01-11-2014 20.2 6.4 7.75 7.56 0.0
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth 01-02-1993 18.53 10.17 11.61 9.41 13.02
LIC MF Equity Hybrid Fund-Regular Plan-Growth 31-03-1991 18.48 7.6 7.88 4.38 8.13
Sundaram Equity Hybrid Fund Regular Growth 23-06-2000 17.77 10.22 11.03 8.37 8.76
HSBC Equity Hybrid Fund - Growth 22-10-2018 16.06 0.0 0.0 0.0 0.0

PORTFOLIO ANALYSIS of Axis Equity Hybrid Fund - Regular Plan - Growth Option

Asset Allocation (%)