Axis Hybrid Mutual Funds

Axis Hybrid Mutual Fund strikes a balance between risks and returns as well as capital growth and stability, keeping in mind the inflation. The Axis Hybrid Mutual Fund schemes are of two types— equity and debt hybrid funds. While equities provide the much-needed boost for your investment, debt instruments provide the much-needed protection from market volatility. Diversifying your portfolio by investing across different asset classes is another benefit of the best Axis Hybrid Mutual Fund.

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Best Mutual Funds 2024

Result Showing 1-25 of 36 Mutual Funds

    Mutual Fund Schemes
    Category
    Nav
    5Y Returns
    AUM
    (in Cr.)
    Compare
    hybrid
    37.97Feb 28, 2024
    14%
    ₹1,235

    Add to Compare

    hybrid
    23.37Feb 28, 2024
    14%
    ₹1,235

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    hybrid
    14.40Feb 28, 2024
    14%
    ₹1,651

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    hybrid
    14.58Feb 28, 2024
    14%
    ₹1,651

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    hybrid
    18.66Feb 28, 2024
    14%
    ₹1,651

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    hybrid
    15.22Feb 28, 2024
    14%
    ₹1,651

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    hybrid
    33.17Feb 28, 2024
    13%
    ₹1,235

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    hybrid
    18.06Feb 28, 2024
    12%
    ₹1,235

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    hybrid
    13.31Feb 28, 2024
    12%
    ₹1,651

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    hybrid
    12.77Feb 28, 2024
    12%
    ₹1,651

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    hybrid
    17.28Feb 28, 2024
    12%
    ₹1,651

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    hybrid
    13.28Feb 28, 2024
    12%
    ₹1,651

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    hybrid
    19.50Feb 28, 2024
    12%
    ₹1,978

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    hybrid
    14.35Feb 28, 2024
    12%
    ₹1,978

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    hybrid
    22.12Feb 28, 2024
    11%
    ₹972

    Add to Compare

    hybrid
    13.99Feb 28, 2024
    11%
    ₹972

    Add to Compare

    hybrid
    13.58Feb 28, 2024
    11%
    ₹972

    Add to Compare

    hybrid
    13.01Feb 28, 2024
    11%
    ₹972

    Add to Compare

    hybrid
    13.50Feb 28, 2024
    10%
    ₹1,978

    Add to Compare

    hybrid
    17.79Feb 28, 2024
    10%
    ₹1,978

    Add to Compare

    hybrid
    19.88Feb 28, 2024
    10%
    ₹972

    Add to Compare

    hybrid
    12.49Feb 28, 2024
    9%
    ₹972

    Add to Compare

    hybrid
    11.97Feb 28, 2024
    9%
    ₹972

    Add to Compare

    hybrid
    12.48Feb 28, 2024
    9%
    ₹972

    Add to Compare

    hybrid
    30.91Feb 28, 2024
    8%
    ₹361

    Add to Compare

    Result Showing 1-25 of 36 Mutual Funds

    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 riskschanges 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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