17.78
NAV (Apr 26,2024)

Axis Equity Hybrid Fund - Regular Plan - Growth is a popular investment option in India. With an expense ratio of 2.14%, this fund offers a potential return on investment. The current PE ratio stands at 43.93, while the PB ratio is 8.58. The scheme has an AUM of 1651.82 crore. It requires a minimum investment of 500 INR and has no lock-in period. Established on August 9, 2018, this fund is a reliable choice for investors seeking growth.

Axis Equity Hybrid Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Axis Equity Hybrid Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    41.29
  • P/B Ratio
    UM_URBAN_MONEY

    7.82
  • Alpha
    UM_URBAN_MONEY

    -0.02
  • Beta
    UM_URBAN_MONEY

    1.04
  • Sharpe
    UM_URBAN_MONEY

    0.13
  • Sortino
    UM_URBAN_MONEY

    0.21

Fund Overview

Expense ratio
UM_URBAN_MONEY

2.16%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

1585.99 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹500.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Apr 27, 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 %)

10,536.24 (5.36%)11,359.59 (13.60%)12,171.55 (21.72%)13,936.09 (39.36%)17,633.14 (76.33%)
31,608.72 (5.36%)34,078.77 (13.60%)36,514.65 (21.72%)41,808.27 (39.36%)52,899.42 (76.33%)
52,681.2 (5.36%)56,797.95 (13.60%)60,857.75 (21.72%)69,680.45 (39.36%)88,165.7 (76.33%)
84,289.92 (5.36%)90,876.72 (13.60%)97,372.4 (21.72%)1,11,488.72 (39.36%)1,41,065.12 (76.33%)
1,05,362.4 (5.36%)1,13,595.9 (13.60%)1,21,715.5 (21.72%)1,39,360.9 (39.36%)1,76,331.4 (76.33%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

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%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Quant Absolute Fund - GrowthQuant Absolute Fund - Growth

HYBRID

Very High

26.96%

Invesco India Aggressive Hybrid Fund - Regular Plan - GrowthInvesco India Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

22.82%

Shriram Aggressive Hybrid Fund - Regular Plan - GrowthShriram Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

22.66%

Tata Hybrid Equity Fund - Regular Plan - GrowthTata Hybrid Equity Fund - Regular Plan - Growth

HYBRID

Very High

15.98%

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - GrowthMahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

14.36%

Groww Aggressive Hybrid Fund - Regular Plan - GrowthGroww Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

14.00%

Navi Aggressive Hybrid Fund - Regular Plan - GrowthNavi Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

13.62%

DSP Equity & Bond Fund - Regular Plan - GrowthDSP Equity & Bond Fund - Regular Plan - Growth

HYBRID

Very High

13.54%

Mirae Asset Aggressive Hybrid Fund - Regular Plan - GrowthMirae Asset Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

10.60%

Motilal Oswal Equity Hybrid Fund - Regular Plan - GrowthMotilal Oswal Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

7.87%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Absolute Fund - GrowthQuant Absolute Fund - Growth

HYBRID

Very High

39.99%

Shriram Aggressive Hybrid Fund - Regular Plan - GrowthShriram Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

33.24%

DSP Equity & Bond Fund - Regular Plan - GrowthDSP Equity & Bond Fund - Regular Plan - Growth

HYBRID

Very High

28.73%

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - GrowthMahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

28.62%

Navi Aggressive Hybrid Fund - Regular Plan - GrowthNavi Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

24.92%

Tata Hybrid Equity Fund - Regular Plan - GrowthTata Hybrid Equity Fund - Regular Plan - Growth

HYBRID

Very High

24.15%

Kotak Equity Hybrid Fund - IDCWKotak Equity Hybrid Fund - IDCW

HYBRID

Very High

23.26%

Groww Aggressive Hybrid Fund - Regular Plan - GrowthGroww Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

22.96%

Mirae Asset Aggressive Hybrid Fund - Regular Plan - GrowthMirae Asset Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

22.90%

Motilal Oswal Equity Hybrid Fund - Regular Plan - GrowthMotilal Oswal Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

17.72%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Equity & Debt Fund - GrowthICICI Prudential Equity & Debt Fund - Growth

HYBRID

Very High

25.71%

JM Aggressive Hybrid Fund - GrowthJM Aggressive Hybrid Fund - Growth

HYBRID

Very High

22.58%

UTI Aggressive Hybrid Fund - Regular Plan - GrowthUTI Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

18.42%

Tata Hybrid Equity Fund - Regular Plan - GrowthTata Hybrid Equity Fund - Regular Plan - Growth

HYBRID

Very High

16.40%

Kotak Equity Hybrid Fund - IDCWKotak Equity Hybrid Fund - IDCW

HYBRID

Very High

16.30%

Baroda BNP Paribas Aggressive Hybrid Fund - Regular Plan - GrowthBaroda BNP Paribas Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

14.60%

Groww Aggressive Hybrid Fund - Regular Plan - GrowthGroww Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

13.05%

Aditya Birla Sun Life Equity Hybrid '95 Fund - GrowthAditya Birla Sun Life Equity Hybrid '95 Fund - Growth

HYBRID

Very High

13.02%

HSBC Equity Hybrid Fund - Regular Plan - GrowthHSBC Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

11.88%

PGIM India Hybrid Equity Fund - GrowthPGIM India Hybrid Equity Fund - Growth

HYBRID

Very High

11.02%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Absolute Fund - GrowthQuant Absolute Fund - Growth

HYBRID

Very High

24.47%

Edelweiss Aggressive Hybrid Fund - Regular Plan - GrowthEdelweiss Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

16.43%

Canara Robeco Equity Hybrid Fund - Regular Plan - GrowthCanara Robeco Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

15.03%

DSP Equity & Bond Fund - Regular Plan - GrowthDSP Equity & Bond Fund - Regular Plan - Growth

HYBRID

Very High

14.50%

Mirae Asset Aggressive Hybrid Fund - Regular Plan - GrowthMirae Asset Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

14.25%

SBI Equity Hybrid Fund - Regular Plan - IDCWSBI Equity Hybrid Fund - Regular Plan - IDCW

HYBRID

Very High

14.19%

Invesco India Aggressive Hybrid Fund - Regular Plan - GrowthInvesco India Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

13.35%

Sundaram Aggressive Hybrid Fund - GrowthSundaram Aggressive Hybrid Fund - Growth

HYBRID

High

12.98%

Motilal Oswal Equity Hybrid Fund - Regular Plan - GrowthMotilal Oswal Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

12.95%

Shriram Aggressive Hybrid Fund - Regular Plan - GrowthShriram Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

12.81%

Fund Managers

JS

Mr. Jayesh SundarFund Manager

AN

Mr. Ashish NaikFund Manager

Previous experience includes 6 years with Goldman Sachs as an equity analyst.

AP

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.

DS

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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