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Axis Equity Hybrid Fund - Regular Plan - Growth Option

Fund House: Axis Mutual Fund
Invest in this Scheme
Category: Hybrid: Aggressive
Launch Date: 05-08-2018
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive TRI
TER: 2.14% As on (30-06-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 1,683.1 Cr As on 31-07-2024(Source:AMFI)
Turn over: - | Exit Load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
NAV as on 14-08-2024

19.59

0.03 (0.1531%)

CAGR Since Inception

11.84%

Benchmark: 12.63%

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
5 Years 12 Months
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 11.0
Sharpe Ratio 0.47
Alpha -2.21
Beta 1.15
Yield to Maturity 7.74
Average Maturity 12.27

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 - Growth Option 05-08-2018 23.44 13.09 9.68 14.01 -
JM Aggressive Hybrid Fund (Regular) -Growth Option 01-04-1995 47.89 33.94 23.56 25.86 13.42
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 43.75 30.94 20.83 27.85 -
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 35.64 26.06 22.8 23.49 16.59
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 35.27 21.97 15.07 15.91 -
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 33.84 22.8 17.35 20.96 -
Quant Absolute Fund - Growth Option - Regular Plan 21-03-2001 33.6 21.15 17.96 26.58 16.89
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 33.3 23.77 18.66 19.78 13.76
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 33.19 23.63 18.55 19.72 13.71
HSBC Aggressive Hybrid Fund - Regular Growth 30-01-2013 32.82 21.94 14.48 16.35 13.03

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

12.15%

Others

24.13%

Large Cap

54.46%

Mid Cap

9.26%

Scheme Documents

July 2024

Monthly Portfolio Disclosure - July 2024

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