Axis Equity Hybrid Reg-IDCWQ

Fund Category: Aggressive Hybrid

Fund Category Aggressive Hybrid

Very High Hybrid IDCW Quarterly

2 Morning Star

2 Value Research

NAV( 1 Dec 2023)

₹ 12.96
5.37%

Axis Equity Hybrid Reg-IDCWQ

Invest now
Performance

10.15%3y Returns

0.69% 1D Returns

Investment details
  • Min SIP amount

    ₹ 1000
  • Min Lumpsum

    ₹ 500
  • Lock In

    0
  • Expense ratio

    2.1%
  • Exit load

    1% For units more than 10% of the allotted, an exit load of 1% will be charged if redeemed within 12 months.
    L After 365 days
Fund details
View Fund Documents
  • Fund size

    ₹ 1,600 Cr
  • Plan

    REGULAR
  • Launch date

    20 Jul 2018
  • Fund type

    OPEN
  • Fund benchmark

    CRISIL Hybrid 35+65 Aggressive Index
  • ISIN

    INF846K01F24
Fund allocation
Asset allocation

Company holdings
Company Allocation %
Minda Industries Ltd. 0.84%
Maruti Suzuki India Ltd. 1.42%
Mahindra & Mahindra Ltd. 0.62%
Sansera Engineering Ltd. 0.6%
Motherson Sumi Systems Ltd. 1.8%
Tata Motors Ltd. 0.53%
CarTrade Tech Ltd. 0.71%
Endurance Technologies Ltd. 1.26%
Asian Paints Ltd. 0.49%
Sumitomo Chemical India Ltd. 0.86%
Atul Ltd. 0.91%
Clean Science And Technology Ltd. 1.57%
Pidilite Industries Ltd. 0.63%
PI Industries Ltd. 1.97%
Bharti Telecom Ltd. 0.54%
Brigade Enterprises Ltd. 1.51%
Larsen & Toubro Ltd. 1.4%
Shree Cement Ltd. 1.41%
DLF Ltd. 0.79%
Air India Assets Holdings Ltd. 1.36%
Sikka Ports and Terminals Ltd. 1.34%
Reliance Industries Ltd. 3.87%
Tata Power Company Ltd. 0.66%
Reliance Industries Ltd - Partly Paid Equity 0.3%
Honeywell Automation India Ltd. 0.24%
National Bank For Agriculture & Rural Development 0.78%
Punjab National Bank 0.81%
Bank Of Baroda 1.4%
Bajaj Finance Ltd. 5.24%
Housing Development Finance Corpn. Ltd. 3.74%
Bajaj Finserv Ltd. 1.98%
ICICI Bank Ltd. 5.27%
Cholamandalam Investment & Finance Company Ltd. 0.9%
Kotak Mahindra Bank Ltd. 4.19%
Aditya Birla Sun Life AMC Ltd. 0.15%
City Union Bank Ltd. 0.68%
Suryoday Small Finance Bank Ltd. 0.29%
HDFC Bank Ltd. 4.59%
Mahindra & Mahindra Financial Services Ltd. 0.09%
National Bank For Agriculture & Rural Development 0.29%
TMF Holdings Ltd. 0.95%
National Bank For Agriculture & Rural Development 0.58%
Mahindra & Mahindra Financial Services Ltd. 0.17%
Bajaj Housing Finance Ltd. 0.1%
Indian Railway Finance Corporation Ltd. 1.11%
LIC Housing Finance Ltd. 0.28%
Power Finance Corporation Ltd. 0.06%
ICICI Bank Ltd. 0.28%
Union Bank of India 0.11%
Bank Of Baroda 0.8%
Bank Of Baroda 0.27%
Punjab National Bank 0.49%
Power Finance Corporation Ltd. 0.16%
Food Corporation of India 0.8%
Food Corporation of India 0.26%
Nestle India Ltd. 1.06%
Sun Pharmaceutical Industries Ltd. 1.22%
Vijaya Diagnostic Centre Ltd. 0.2%
Divi's Laboratories Ltd. 1.97%
Gland Pharma Ltd. 1.76%
SBI Life Insurance Company Ltd. 0.6%
Grindwell Norton Ltd. 1.2%
Vedanta Ltd. 0.54%
Zomato Ltd. 0.56%
Info Edge (India) Ltd. 1.25%
FSN E-Commerce Ventures Ltd. 1.05%
Avenue Supermarts Ltd. 5.13%
Infosys Ltd. 5.52%
Mphasis Ltd. 1.08%
Tata Consultancy Services Ltd. 4.93%
Sectors
Company Allocation %
Automobile 7.78%
Construction 5.11%
Consumer Staples 2.12%
Financial 35.76%
Diversified 1.36%
Capital Goods 0.24%
Chemicals 6.43%
Services 7.99%
Energy 6.17%
Technology 11.53%
Insurance 0.60%
Metals & Mining 1.74%
Healthcare 5.15%
Communication 0.54%
Risk Associated
Very High
  • Investors be aware that principal under this fund will be at Very High risk.
  • This product is suitable for investors who are seeking capital appreciation over long term

Contact Information

Address:

Axis House,1st FLOOR,Bombay Dyeing Mill Compound Pandurang Budhkar Marg, Worli

About

Axis Mutual Fund launched its first scheme in October 2009. Since then Axis Mutual fund has grown strongly. They attribute their success thus far to three founding principles - Long term wealth creation, Outside in (Customer) view and Long term relationship.

  • Funds Offered

    6
  • AUM

    ₹ 7,565 Cr
  • Highest Return

    10.43%
About

R Sivakumar Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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