Axis Hybrid Mutual Funds
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Investment Objective
Axis hybrid mutual fund’s investing goal is to provide its investors with both long-term capital growth and liquidity. The investing goal of the scheme is to invest in a diverse portfolio that includes debt instruments, equity-related assets, and both. Axis hybrid mutual fund scheme is open-ended that strives for a balance between risk and portfolio diversity.
Risks Involved in Axis Hybrid Mutual Fund
The Axis Hybrid Mutual Fund schemes - equity and debt work to produce consistent returns and capital growth, respectively. Because of this, it is unwise to think that investing in Axis Hybrid Mutual Fund carries no risk. This type of fund is primarily subject to two types of risks— changes in interest rates and changes in stock values. When stock prices decline in accordance with the equity ratio, and when interest rates rise, the Axis Hybrid Mutual Fund NAV may also decrease.
Axis Hybrid Mutual Fund risk levels can range from aggressive to moderate to conservative, but it mostly depends on how the funds allocate their various assets. Depending on their tolerance for risk, investors can select the best Axis hybrid mutual funds for them.
Return Potential of Axis Hybrid Mutual Fund
One of the biggest banks in India, Axis Bank, offers investors the chance to earn substantial profits through its debt mutual funds. The willingness of an investor to take on risk, however, determines his results. In the past, the bank's funds have outperformed their benchmarks. Its seasoned fund managers have a history of producing impressive returns. Credit ratings affect the return potential of debt funds. Bonds and loans in the fund have higher return potential and vice versa depending on their credit risk.
Who Should Invest in Axis Hybrid Mutual Fund?
Axis Hybrid Mutual Funds are appropriate for cautious investors who want to manage risk and returns because of their exposure to debt securities. Investors must put money into Axis Hybrid MF schemes if they want to diversify their entire portfolio. For investors with a medium- to long-term investment horizon, Axis Hybrid Mutual Funds are appropriate. The funds are also thought to be the ideal choice for both beginning and seasoned investors.
Things To Consider Before Investing in Axis Hybrid Mutual Fund
An investor investing in the Axis Hybrid Mutual Fund schemes must consider the following things:
Risk
Axis Hybrid Mutual Fund schemes carry an associated risk to the equity market and other risks due to the minimum exposure of 65% to equities and equity-related securities. The fund managers build a portfolio in accordance with the regulations to reduce such risks. However, the combination of equity and debt makes the Axis Hybrid Mutual Funds risk lower than equity-oriented funds. Additionally, this combination strikes a balance between risk and reward.
Strategy
The investment strategy is to provide long-term wealth growth using a mixed portfolio that consists mostly of equity and equity-related assets. According to SEBI/AMFI norms, the asset allocation method between equity and debt relies on the type of Axis hybrid mutual fund scheme, such as arbitrage, asset allocation, equity savings fund, etc.
Return
Axis hybrid mutual fund NAV (Net Asset Value) is influenced by the performance of the underlying securities. As a result, market changes may cause it to change. Additionally, during market downturns, firms can decide not to declare dividends.
Tax on Axis Hybrid Mutual Fund
The tax on Axis hybrid mutual funds is based on how much of the scheme is exposed to equity and debt. The tax treatment is comparable to that of an equity fund if the scheme has an equity exposure of more than 65%. If not, it will function similarly to debt fund taxation.
- Short-term Capital Gains: An investor will have a 15% tax rate irrespective of the slab rate if the holdings are less than 12 months in the case of equity-oriented funds. As for the debt-oriented funds, the tax rate will be according to the slab rate if the holdings are less than 36 months.
- Long-term Capital Gains: Capital gains of up to INR 1 lakh are exempted from paying tax. An investor will have a 10% tax rate on the amount exceeding INR 1 lakh if the holdings are 12 months or more, in the case of equity-oriented funds. As for the debt-oriented funds, the tax rate will be 20% with indexation if the holdings are 36 months or more.
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