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Home Mf Research Axis Equity Hybrid Fund Regular Plan Growth
AXIS MUTUAL FUND

Axis Equity Hybrid Fund - Regular Plan - Growth

Hybrid Hybrid Aggressive Hybrid
Fund House : AXIS MUTUAL FUND
Overview
Returns
Portfolio
Analysis
Peer Comparison
Fund Family
Scheme Details
-
-
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • SI
NAV (as on 2025-06-20)
20.34 0.94%
Fund Size (Total Assets)
-
Expense Ratio (Regular)
-%
Expense Ratio (Direct)
-%
SIP Returns
Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-06-13 ₹1,000.00 ₹1,006.43
0.64 %
Two Week 2025-06-05 ₹1,000.00 ₹1,000.00
0.00 %
One Month 2025-05-21 ₹1,000.00 ₹1,005.44
0.54 %
Three Months 2025-03-24 ₹3,000.00 ₹3,070.70
2.36 %
Six Months 2024-12-23 ₹6,000.00 ₹6,250.04
4.17 %
One Year 2024-06-20 ₹12,000.00 ₹12,423.72
3.53 %
Three Year 2022-06-21 ₹36,000.00 ₹43,573.29
21.04 %
Five Year 2020-06-22 ₹60,000.00 ₹80,246.09
33.74 %
Since Inception 2018-08-09 ₹84,000.00 ₹127,456.65
51.73 %
Portfolio Summary
Company Name Sector Sector Type Nav(in %)
Reliance Industries Ltd Energy Equity 8.54
HDFC Bank Ltd Banking Equity 7.45
Infosys Ltd IT Equity 6.48
ICICI Bank Ltd Banking Equity 5.39
Bharti Airtel Ltd Telecom Equity 4.59
Tata Consultancy Services Ltd IT Equity 4.45
Larsen & Toubro Ltd Infrastructure Equity 3.78
Hindustan Unilever Ltd Consumer Goods Equity 3.77
Axis Bank Ltd Banking Equity 3.23
State Bank of India Banking Equity 3.01
Tata Motors Ltd Automobile Equity 2.78
Adani Ports & SEZ Ltd Transport Equity 2.65
Maruti Suzuki India Ltd Automobile Equity 2.50
ITC Ltd Consumer Goods Equity 2.41
Kotak Mahindra Bank Ltd Banking Equity 2.30
Mahindra & Mahindra Ltd Automobile Equity 2.00
Cipla Ltd Pharmaceuticals Equity 1.95
HDFC Ltd Finance Equity 1.85
Asian Paints Ltd Consumer Goods Equity 1.79
NTPC Ltd Energy Equity 1.71
Power Grid Corporation of India Ltd Energy Equity 1.67
Bajaj Finance Ltd Finance Equity 1.64
Wipro Ltd IT Equity 1.59
Tata Steel Ltd Metals Equity 1.58
Dr. Reddy's Laboratories Ltd Pharmaceuticals Equity 1.56
Bharti Infratel Ltd Telecom Equity 1.45
Ultratech Cement Ltd Cement Equity 1.40
Divi's Laboratories Ltd Pharmaceuticals Equity 1.39
Hero MotoCorp Ltd Automobile Equity 1.37
Vodafone Idea Ltd Telecom Equity 1.34
Sbin Life Insurance Co Ltd Insurance Equity 1.30
Tata Power Company Ltd Energy Equity 1.29
Gail (India) Ltd Energy Equity 1.28
L&T Technology Services Ltd IT Equity 1.27
Eicher Motors Ltd Automobile Equity 1.24
Shree Cement Ltd Cement Equity 1.20
Indian Hotels Company Ltd Hospitality Equity 1.18
Adani Enterprises Ltd Diversified Equity 1.16
Zee Entertainment Enterprises Ltd Media Equity 1.12
Yes Bank Ltd Banking Equity 1.11
Steel Authority of India Ltd Metals Equity 1.07
Bank of Baroda Banking Equity 1.06
Colgate-Palmolive (India) Ltd Consumer Goods Equity 1.05
Hindalco Industries Ltd Metals Equity 1.02
ICICI Bank Limited Banks EQUITY 5.5
HDFC Bank Limited Banks EQUITY 4.47
Infosys Limited IT - Software EQUITY 3.93
Mahindra & Mahindra Limited Automobiles EQUITY 2.98
Reliance Industries Limited Petroleum Products EQUITY 2.97
PI Industries Limited Fertilizers & Agrochemicals EQUITY 2.8
Bharti Airtel Limited Telecom - Services EQUITY 2.71
Tata Consultancy Services Limited IT - Software EQUITY 2.52
Cholamandalam Investment and Finance Company Ltd Finance EQUITY 2.17
State Bank of India Banks EQUITY 2.13
NTPC Limited Power EQUITY 2.11
Larsen & Toubro Limited Construction EQUITY 1.91
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology EQUITY 1.75
Bajaj Finserv Limited Finance EQUITY 1.67
Divi's Laboratories Limited Pharmaceuticals & Biotechnology EQUITY 1.5
Grasim Industries Limited Cement & Cement Products EQUITY 1.41
Godrej Consumer Products Limited Personal Products EQUITY 1.41
Coal India Limited Consumable Fuels EQUITY 1.39
FSN E-Commerce Ventures Limited Retailing EQUITY 1.25
SBI Life Insurance Company Limited Insurance EQUITY 1.24
Bajaj Finance Limited Finance EQUITY 1.22
Sumitomo Chemical India Limited Fertilizers & Agrochemicals EQUITY 1.21
Avenue Supermarts Limited Retailing EQUITY 1.16
Sansera Engineering Limited Auto Components EQUITY 1.07
Mphasis Limited IT - Software EQUITY 1.01
Indian Bank Banks EQUITY 0.99
Suzlon Energy Limited Electrical Equipment EQUITY 0.98
Kotak Mahindra Bank Limited Banks EQUITY 0.96
Doms Industries Limited Household Products EQUITY 0.95
Mankind Pharma Limited Pharmaceuticals & Biotechnology EQUITY 0.93
JB Chemicals & Pharmaceuticals Limited Pharmaceuticals & Biotechnology EQUITY 0.92
Indian Oil Corporation Limited Petroleum Products EQUITY 0.91
PNB Housing Finance Limited Finance EQUITY 0.91
Zomato Limited Retailing EQUITY 0.91
Apollo Hospitals Enterprise Limited Healthcare Services EQUITY 0.86
Motherson Sumi Wiring India Limited Auto Components EQUITY 0.86
Tata Motors Limited Automobiles EQUITY 0.84
Brigade Enterprises Limited Realty EQUITY 0.78
Nestle India Limited Food Products EQUITY 0.68
Fine Organic Industries Limited Chemicals & Petrochemicals EQUITY 0.67
Info Edge (India) Limited Retailing EQUITY 0.66
Oil & Natural Gas Corporation Limited Oil EQUITY 0.65
Jyoti CNC Automation Ltd Industrial Manufacturing EQUITY 0.64
Can Fin Homes Limited Finance EQUITY 0.58
UNO Minda Limited Auto Components EQUITY 0.55
Hindustan Aeronautics Limited Aerospace & Defense EQUITY 0.53
Zydus Lifesciences Limited Pharmaceuticals & Biotechnology EQUITY 0.51
R R Kabel Limited Industrial Products EQUITY 0.51
Risk Ratios
Standard Deviation
-
Beta
-
Sharpe Ratio
-
Lock In Period
-
Residual Maturity
-
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
  • Fund manager(s) : Jayesh Sundar (), Ashish Naik (), Devang Shah (), Aditya Pagaria (), Jayesh Sundar (21 years), Ashish Naik (16 years), Devang Shah (19 years), Aditya Pagaria (16 years),
  • Expense ration regular : -
  • Expense ration direct : -
  • Launch date : -
  • Benchmark : -
  • Min SIP amount : -
  • Max SIP amount : -
  • Min investment amount (one time- first time) : ₹100.00
  • Type : hybrid
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

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