Home Mf Research Axis Equity Hybrid Fund Regular Plan Growth

Axis Equity Hybrid Fund - Regular Plan - Growth

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Fund info
NAV (as on 2025-07-18)
20.59 -0.34%
AUM (Fund Size)
N/A
Expense Ratio
N/A
Exit load
For 10% of investment: Nil, For remaining investment: 1% if redeemed/switch out within 12 months from the date of allotment; Nil thereafter
Risk
N/A
AMC
AXIS MUTUAL FUND
View AMC Details

SIP Returns

Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-07-11 ₹1,000.00 ₹1,003.41
0.34 %
Two Week 2025-07-03 ₹1,000.00 ₹999.51
-0.05 %
One Month 2025-06-18 ₹1,000.00 ₹1,016.29
1.63 %
Three Months 2025-04-21 ₹3,000.00 ₹3,069.99
2.33 %
Six Months 2025-01-20 ₹6,000.00 ₹6,297.34
4.96 %
One Year 2024-07-18 ₹12,000.00 ₹12,502.02
4.18 %
Three Year 2022-07-19 ₹36,000.00 ₹43,639.15
21.22 %
Five Year 2020-07-20 ₹60,000.00 ₹80,090.45
33.48 %
Since Inception 2018-08-09 ₹85,000.00 ₹130,022.74
52.97 %

Return Calculator

SIP Amount
1M
6M
1Y
3Y
5Y
Investment
₹0
Maturity Value
₹0
Abs. Returns
0
Current CAGR
0

Portfolio

Allocation of Equity and Debt Asset Classes.

Equity N/A
Debt N/A
Others N/A

Sectors Holding in Axis Equity Hybrid Fund - Regular Plan - Growth

Energy
12%
Banking
22%
IT
12%
Telecom
6%
Infrastructure
3%
Consumer Goods
7%
Automobile
8%
Transport
2%
Pharmaceuticals
3%
Finance
6%
Metals
3%
Cement
2%
Insurance
2%
Hospitality
1%
Diversified
1%
Media
1%
Banks
11%
IT - Software
6%
Automobiles
2%
Petroleum Products
2%
Fertilizers & Agrochemicals
3%
Telecom - Services
2%
Power
2%
Construction
1%
Pharmaceuticals & Biotechnology
2%
Cement & Cement Products
1%
Personal Products
1%
Consumable Fuels
1%
Retailing
2%
Auto Components
1%
Electrical Equipment
0%
Household Products
0%
Healthcare Services
0%
Realty
0%
Food Products
0%
Chemicals & Petrochemicals
0%
Oil
0%
Industrial Manufacturing
0%
Aerospace & Defense
0%
Industrial Products
0%

Companies Holding in Axis Equity Hybrid Fund - Regular Plan - Growth

Reliance Industries Ltd
8.54%
HDFC Bank Ltd
7.45%
Infosys Ltd
6.48%
ICICI Bank Ltd
5.39%
Bharti Airtel Ltd
4.59%
Tata Consultancy Services Ltd
4.45%
Larsen & Toubro Ltd
3.78%
Hindustan Unilever Ltd
3.77%
Axis Bank Ltd
3.23%
State Bank Of India
3.01%
Tata Motors Ltd
2.78%
Adani Ports & SEZ Ltd
2.65%
Maruti Suzuki India Ltd
2.50%
ITC Ltd
2.41%
Kotak Mahindra Bank Ltd
2.30%
Mahindra & Mahindra Ltd
2.00%
Cipla Ltd
1.95%
HDFC Ltd
1.85%
Asian Paints Ltd
1.79%
NTPC Ltd
1.71%
Power Grid Corporation Of India Ltd
1.67%
Bajaj Finance Ltd
1.64%
Wipro Ltd
1.59%
Tata Steel Ltd
1.58%
Dr. Reddy's Laboratories Ltd
1.56%
Bharti Infratel Ltd
1.45%
Ultratech Cement Ltd
1.40%
Divi's Laboratories Ltd
1.39%
Hero MotoCorp Ltd
1.37%
Vodafone Idea Ltd
1.34%
Sbin Life Insurance Co Ltd
1.30%
Tata Power Company Ltd
1.29%
Gail (India) Ltd
1.28%
L&T Technology Services Ltd
1.27%
Eicher Motors Ltd
1.24%
Shree Cement Ltd
1.20%
Indian Hotels Company Ltd
1.18%
Adani Enterprises Ltd
1.16%
Zee Entertainment Enterprises Ltd
1.12%
Yes Bank Ltd
1.11%
Steel Authority Of India Ltd
1.07%
Bank Of Baroda
1.06%
Colgate-Palmolive (India) Ltd
1.05%
Hindalco Industries Ltd
1.02%
ICICI Bank Limited
5.5%
HDFC Bank Limited
4.47%
Infosys Limited
3.93%
Mahindra & Mahindra Limited
2.98%
Reliance Industries Limited
2.97%
PI Industries Limited
2.8%
Bharti Airtel Limited
2.71%
Tata Consultancy Services Limited
2.52%
Cholamandalam Investment And Finance Company Ltd
2.17%
State Bank Of India
2.13%
NTPC Limited
2.11%
Larsen & Toubro Limited
1.91%
Sun Pharmaceutical Industries Limited
1.75%
Bajaj Finserv Limited
1.67%
Divi's Laboratories Limited
1.5%
Grasim Industries Limited
1.41%
Godrej Consumer Products Limited
1.41%
Coal India Limited
1.39%
FSN E-Commerce Ventures Limited
1.25%
SBI Life Insurance Company Limited
1.24%
Bajaj Finance Limited
1.22%
Sumitomo Chemical India Limited
1.21%
Avenue Supermarts Limited
1.16%
Sansera Engineering Limited
1.07%
Mphasis Limited
1.01%
Indian Bank
0.99%
Suzlon Energy Limited
0.98%
Kotak Mahindra Bank Limited
0.96%
Doms Industries Limited
0.95%
Mankind Pharma Limited
0.93%
JB Chemicals & Pharmaceuticals Limited
0.92%
Indian Oil Corporation Limited
0.91%
PNB Housing Finance Limited
0.91%
Zomato Limited
0.91%
Apollo Hospitals Enterprise Limited
0.86%
Motherson Sumi Wiring India Limited
0.86%
Tata Motors Limited
0.84%
Brigade Enterprises Limited
0.78%
Nestle India Limited
0.68%
Fine Organic Industries Limited
0.67%
Info Edge (India) Limited
0.66%
Oil & Natural Gas Corporation Limited
0.65%
Jyoti CNC Automation Ltd
0.64%
Can Fin Homes Limited
0.58%
UNO Minda Limited
0.55%
Hindustan Aeronautics Limited
0.53%
Zydus Lifesciences Limited
0.51%
R R Kabel Limited
0.51%

Risk Ratios

Std. Deviation N/A
Beta N/A
Sharpe Ratio N/A
Lock In Period N/A
Residual Maturity N/A

Standard Deviation:

Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.

Beta:

Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.

Sharpe Ratio:

The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.

Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.

Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.

Scheme Details

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio Regular
N/A
Expense Ratio Direct
N/A
Lock-in Period
N/A
Fund Age
N/A
Benchmark
N/A
Fund managers
Jayesh Sundar
Experience
Ashish Naik
Experience
Devang Shah
Experience
Aditya Pagaria
Experience
Jayesh Sundar
21 years Experience
Ashish Naik
16 years Experience
Devang Shah
19 years Experience
Aditya Pagaria
16 years Experience

Exit load

For 10% of investment: Nil, For remaining investment: 1% if redeemed/switch out within 12 months from the date of allotment; Nil thereafter

FAQs

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