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Axis Equity Hybrid Fund - Direct Plan Quarterly Idcw Payout

Hybrid | Aggressive Hybrid Fund

(NAV as of 18/04/2024)
14.55 (-0.21)

3Y Returns

3.61%

Min SIP

100

Min Lumpsum

500

Expense Ratio

0.95%

Fund Size

1928 Cr

Inception Date

09-Aug-18

Fund Manager

Jayesh Sundar

Exit Load

Nil for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M.

Wealthzi View

Overall Fund Zi Tag

Asset Allocation

Equity

73.87%

Debt & Others

26.13%

Market Cap Allocation

Large Cap

61.09%

Mid Cap

8.87%

Small Cap

3.51%

Other Cap

26.53%

Sector Allocation

Finance

17.22%

Banks

14.78%

Govt-Sec

8.16%

Internet and Technology

7.40%

Automobiles

6.67%

Top Ten Holdings

ICICI Bank Ltd

5.70%

HDFC Bank Ltd

4.60%

Bajaj Finance Ltd

3.82%

Avenue Supermarts Ltd

3.68%

Infosys Ltd

3.36%

Investment 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 House Detail

AMC Name

Axis Asset Management Company Ltd.

Address

Axis House, 1st Floor, C-2, Wadia International Centre,Pandurang Budhkar Marg, Worli,Mumbai - 400 025

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Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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