Axis Equity Hybrid Regular IDCW Payout Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹500

Axis Equity Hybrid Regular IDCW Payout Direct Plan

NAV
₹13.6500
-0.22%
(18 Apr)
AUM
1,586 Cr
TER
1.02%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+48.6%
+48.6%
+39.8%
+39.8%
+28.6%
+21.0%
3Y
+25.3%
+25.3%
+24.4%
+24.4%
+15.9%
+11.4%
5Y
+21.9%
+21.9%
+25.3%
+25.3%
+14.4%
+12.7%
ALL
+17.0%
+17.0%
+18.5%
+18.5%
+13.9%
+11.6%
VOL
14.4%
14.4%
25.8%
25.8%
-
14.5%
TER
1.2%
1.2%
0.8%
0.8%
-
1.0%
AUM
₹665 Cr
₹665 Cr
₹1,869 Cr
₹1,869 Cr
-
₹1,586 Cr
INFO
1.18
1.18
0.72
0.72
-
0.80
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Axis Equity Hybrid Regular IDCW Payout (DP)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 29th Feb
Top holdings
ICICI Bank Ltd
5.9%
HDFC Bank Ltd
4.5%
Infosys Ltd
3.4%
Reliance Industries Ltd
3.4%
Clearing Corporation Of India Ltd
3.1%
Tata Consultancy Services Ltd
3.1%
PI Industries Ltd
2.5%
Larsen & Toubro Ltd
2.3%
Future on State Bank of India
2.3%
7.18% Govt Stock 2037
2.2%
Top industry exposure
Financial Services
20.4%
Consumer Cyclical
8.8%
Technology
8.3%
Basic Materials
8.2%
Healthcare
6.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹100
Portfolio turnover
-
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund 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.
Fund manager(s)
Devang Shah
Aditya Pagaria
Ashish Naik
Jayesh Sundar

FAQs