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Axis Equity Hybrid Fund Quarterly Idcw Direct Plan
NAV (Apr 26,2024)
Axis Equity Hybrid Fund - Quarterly IDCW - Direct Plan is a mutual fund scheme offered by Axis Mutual Fund. The scheme has an expense ratio of 0.98% and a lock period of 0 days. It was established on August 9, 2018, and has a minimum investment requirement of INR 500. The fund focuses on a combination of equity and debt investments, aiming to provide both growth and income to investors.
Axis Equity Hybrid Fund Quarterly Idcw Direct Plan Latest Trend
- 1M
- 2M
- 3M
Axis Equity Hybrid Fund Quarterly Idcw Direct Plan Latest Trend
Risk Ratios
- P/E Ratio41.29
- P/B Ratio7.82
- Alpha-0.02
- Beta1.04
- Sharpe0.14
- Sortino0.22
Fund Overview
1.02%
0%
No Lock-in
₹ 1585.99 Cr
SIP ₹500.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Apr 29, 2024
Total Invested Amount | 3 Months Absolute Return (In %) | 6 Months Absolute Return (In %) | 1 Year Absolute Return (In %) | 3 Year Absolute Return (In %) | 5 Year Absolute Return (In %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ 10,508.01 (5.08%) | ₹ 11,498.07 (14.98%) | ₹ 12,244.31 (22.44%) | ₹ 14,298.43 (42.98%) | ₹ 18,617.28 (86.17%) |
₹ 30,000 | ₹ 31,524.03 (5.08%) | ₹ 34,494.21 (14.98%) | ₹ 36,732.93 (22.44%) | ₹ 42,895.29 (42.98%) | ₹ 55,851.84 (86.17%) |
₹ 50,000 | ₹ 52,540.05 (5.08%) | ₹ 57,490.35 (14.98%) | ₹ 61,221.55 (22.44%) | ₹ 71,492.15 (42.98%) | ₹ 93,086.4 (86.17%) |
₹ 80,000 | ₹ 84,064.08 (5.08%) | ₹ 91,984.56 (14.98%) | ₹ 97,954.48 (22.44%) | ₹ 1,14,387.44 (42.98%) | ₹ 1,48,938.24 (86.17%) |
₹ 1,00,000 | ₹ 1,05,080.1 (5.08%) | ₹ 1,14,980.7 (14.98%) | ₹ 1,22,443.1 (22.44%) | ₹ 1,42,984.3 (42.98%) | ₹ 1,86,172.8 (86.17%) |
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Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- HDFC Bank Limited6.47%
- Government of India6.36%
- ICICI Bank Limited6.15%
- Reliance Industries Limited3.43%
- Infosys Limited3.07%
- Tata Consultancy Services Limited2.93%
- PI Industries Limited2.59%
- Larsen & Toubro Limited2.51%
- Bharti Airtel Limited2.37%
- State Bank of India April Future2.29%
- Mahindra & Mahindra Limited2.22%
- State Bank of India2.18%
- Avenue Supermarts Limited1.88%
- NTPC Limited1.81%
- Bajaj Finserv Limited1.76%
- Sun Pharmaceutical Industries Limited1.75%
- HDB Financial Services Limited ZCB1.65%
- Bharat Highways Invit1.62%
- Bharti Telecom Limited1.59%
- Muthoot Finance Limited1.58%
- Sansera Engineering Limited1.52%
- Godrej Consumer Products Limited1.44%
- Bajaj Finance Limited1.38%
- Mankind Pharma Limited1.36%
- Kotak Mahindra Bank Limited1.35%
- Mahanagar Telephone Nigam Limited1.27%
- Days Tbill MD1.25%
- Power Finance Corporation Limited1.22%
- Jio Financial Services Limited1.14%
- Divi s Laboratories Limited1.12%
- FSN E Commerce Ventures Limited1.11%
- Nestle India Limited1.10%
- Cholamandalam Investment and Finance Company Ltd CCD1.10%
- Tata Motors Limited1.08%
- Samvardhana Motherson International Limited1.04%
- Coal India Limited1.01%
- Brigade Enterprises Limited0.96%
- One Prime Limited0.95%
- Aadhar Housing Finance Limited0.94%
- R R Kabel Limited0.94%
- Embassy Office Parks REIT0.93%
- Fine Organic Industries Limited0.92%
- Indian Bank0.90%
- Motherson Sumi Wiring India Limited0.90%
- UNO Minda Limited0.89%
- Apollo Hospitals Enterprise Limited0.88%
- Sumitomo Chemical India Limited0.86%
- JB Chemicals & Pharmaceuticals Limited0.83%
- Can Fin Homes Limited0.78%
- Shree Cement Limited0.77%
- Zomato Limited0.76%
- MphasiS Limited0.75%
- Alkem Laboratories Limited0.74%
- Indian Oil Corporation Limited0.74%
- Grasim Industries Limited0.73%
- Hindustan Unilever Limited0.71%
- Doms Industries Limited0.67%
- Cholamandalam Investment and Finance Company Ltd0.65%
- DLF Home Developers Limited0.63%
- IndoStar Capital Finance Limited0.63%
- Vedant Fashions Limited0.58%
- TeamLease Services Limited0.56%
- Info Edge India Limited0.56%
- Clean Science and Technology Limited0.50%
- Computer Age Management Services Limited0.50%
- K P R Mill Limited0.42%
- Clearing Corporation of India Ltd0.40%
- Navin Fluorine International Limited0.39%
- HCL Technologies Limited0.39%
- Suryoday Small Finance Bank Limited0.35%
- SK Finance Limited0.31%
- Punjab National Bank0.31%
- Asian Paints Limited0.30%
- Maruti Suzuki India Limited0.24%
- Sona BLW Precision Forgings Limited0.15%
- West Bangal State Development Loans0.13%
- Schaeffler India Limited0.13%
- Deepak Fertilizers and Petrochemicals Corporation Limited0.08%
- Aether Industries Limited0.05%
- Karnataka State Development Loans0.03%
- Net Receivables Payables-1.52%
- Miscellaneous15.86%
- Bank - Private12.47%
- IT - Software7.14%
- Refineries4.17%
- Auto Ancillary3.60%
- Finance - NBFC3.17%
- Bank - Public2.16%
- Retailing1.88%
- e-Commerce1.87%
- Chemicals1.87%
- Finance - Investment1.76%
- Consumer Food1.10%
- Mining & Minerals1.01%
- Textile1.00%
- Cable0.94%
- Finance - Housing0.78%
- Diversified0.72%
- BPO/ITeS0.56%
- Depository Services0.50%
- Paints0.30%
- Bearings0.13%
- Fertilizers0.08%
Holdings Analysis
Peer Comparison
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- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
JM Aggressive Hybrid Fund - Growth | HYBRID | Very High | 26.51% |
Bank of India Mid & Small Cap Equity & Debt Fund - Regular Plan - Growth | HYBRID | Very High | 24.65% |
ICICI Prudential Equity & Debt Fund - Growth | HYBRID | Very High | 18.89% |
PGIM India Hybrid Equity Fund - Growth | HYBRID | Very High | 16.39% |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 15.58% |
UTI Aggressive Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 14.28% |
Sundaram Aggressive Hybrid Fund - Growth | HYBRID | High | 12.35% |
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 12.14% |
Kotak Equity Hybrid Fund - IDCW | HYBRID | Very High | 11.21% |
Bandhan Hybrid Equity Fund - Regular Plan - Growth | HYBRID | Very High | 10.97% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Bank of India Mid & Small Cap Equity & Debt Fund - Regular Plan - Growth | HYBRID | Very High | 42.82% |
Franklin India Equity Hybrid Fund - Growth | HYBRID | Very High | 33.35% |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 29.80% |
Nippon India Equity Hybrid Fund - Growth | HYBRID | Very High | 27.92% |
Baroda BNP Paribas Aggressive Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 26.49% |
Aditya Birla Sun Life Equity Hybrid '95 Fund - Growth | HYBRID | Very High | 25.24% |
Union Aggressive Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 24.92% |
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 23.55% |
Sundaram Aggressive Hybrid Fund - Growth | HYBRID | High | 23.13% |
HSBC Equity Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | -0.41% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Nippon India Equity Hybrid Fund - Growth | HYBRID | Very High | 18.32% |
Franklin India Equity Hybrid Fund - Growth | HYBRID | Very High | 16.70% |
Kotak Equity Hybrid Fund - IDCW | HYBRID | Very High | 16.30% |
Bandhan Hybrid Equity Fund - Regular Plan - Growth | HYBRID | Very High | 15.48% |
Shriram Aggressive Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 14.84% |
Baroda BNP Paribas Aggressive Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 14.60% |
Union Aggressive Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 14.40% |
Aditya Birla Sun Life Equity Hybrid '95 Fund - Growth | HYBRID | Very High | 13.02% |
HSBC Equity Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 11.88% |
PGIM India Hybrid Equity Fund - Growth | HYBRID | Very High | 10.86% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Quant Absolute Fund - Growth | HYBRID | Very High | 24.48% |
ICICI Prudential Equity & Debt Fund - Growth | HYBRID | Very High | 20.85% |
JM Aggressive Hybrid Fund - Growth | HYBRID | Very High | 17.96% |
Kotak Equity Hybrid Fund - IDCW | HYBRID | Very High | 16.98% |
UTI Aggressive Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 15.68% |
HDFC Hybrid Equity Fund - Growth | HYBRID | Very High | 14.88% |
Tata Hybrid Equity Fund - Regular Plan - Growth | HYBRID | Very High | 13.34% |
LIC MF Aggressive Hybrid Fund - Growth | HYBRID | Very High | 11.34% |
PGIM India Hybrid Equity Fund - Growth | HYBRID | Very High | 10.85% |
IDBI Hybrid Equity Fund - Growth | HYBRID | Very High | 7.09% |
Fund Managers
Mr. Jayesh SundarFund Manager
Mr. Ashish NaikFund Manager
Previous experience includes 6 years with Goldman Sachs as an equity analyst.
Mr. Aditya PagariaDealer and Fund Manager
Mr. Aditya Pagaria is associated with ICICI Prudential AMC from May 2007 till date. Prior to working in Dealing function, he was handling NAV and fund accounting related functions.
Mr. Devang ShahFund Manager - Fixed Income
Mr. Devang Shah has 9 years total experience. He is with Axis Asset Management Co. Ltd. from October 16, 2012 till date. His previous experience includes Pricewaterhouse Coopers, Deutsche AMC & ICICI Prudential AMC.
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Axis Equity Hybrid Fund - Quarterly IDCW - Direct Plan
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Axis Equity Hybrid Fund - Quarterly IDCW - Direct Plan
Axis Equity Hybrid Fund - Quarterly IDCW - Direct Plan
Axis Equity Hybrid Fund - Quarterly IDCW - Direct Plan
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