Axis Equity Hybrid Fund - Regular Plan - Growth Option

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Aggressive NAV 14.6800 0 06 February, 2023

Fund Details

Category Aggressive
Fund Type
Investment Plan Growth
Launch Date 05 August, 2018
Benchmark CRISIL Hybrid 35+65 Aggressive
Asset Size(Cr) 1829.45 (As on 31-12-2022)
Turn over 0.0%
Min Investment ₹ 500
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 100
Exit Load For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Expense Ratio 2.16% (As on 31-12-2022)
Fund Manager R Sivakumar, Ashish Naik, Kaustubh Sule

Investment Returns (As on 06 Feb, 2023)

Duration Returns Benchmark Category
1 W 0.69% 1.42% 1.1%
1 M -0.94% -2.06% -0.51%
3 M -3.99% -1.07% -1.33%
6 M -2.91% 3.03% 2.38%
1 Y -6.08% 2.97% 1.18%
2 Y 5.26% 11.23% 9.74%
3 Y 8.51% 16.47% 12.39%
5 Y - 12.05% 9.53%

Risk Mesasures (As on 06 Feb, 2023)

Std Dev Sharpe Beta Alpha
Fund 17.13 0.45 -2.14 0.88
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 31 Dec, 2022)

Assets Allocation

Sector Holdings

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Axis Equity Hybrid Fund - Regular Plan - Growth Option -6.08% 8.51% 0%
ICICI Prudential Equity & Debt Fund - Growth 6.57% 19.87% 13.41%
SBI Equity Hybrid Fund - Regular Plan -Growth -0.29% 10.35% 10.18%
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth -3.28% 10.33% 6.76%
Nippon India Equity Hybrid Fund - Growth Plan 3.98% 8.4% 5.02%

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