Axis Equity Hybrid Fund Regular Growth
Medium
Risk
Other Schemes
Aggressive Allocation
+
9.45
%
9.45
%
3Y annualised
+
0.06
%
0.06
%
1D
1M
6M
1Y
3Y
All
Fund size
1609
NAV:
Mar 7, 2024
17.45
Sector
Tech
Type
Other_schemes
Launched
Aug 2018
Min Investment
500
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
ICICI Bank Ltd
5.7
%
HDFC Bank Ltd
4.6
%
Bajaj Finance Ltd
3.82
%
Avenue Supermarts Ltd
3.68
%
Infosys Ltd
3.36
%
Reliance Industries Ltd
3.24
%
Tata Consultancy Services Ltd
2.84
%
7.18% Govt Stock 2033
2.8
%
Larsen & Toubro Ltd
2.29
%
PI Industries Ltd
2.23
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 12.0 Months, 0.0 % if redeemed after 12.0 Months.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Axis Equity Hybrid Fund Regular Growth
More details
Investment objective
To generate long term capital appreciation along with current income by investing in a mix of Equity and Equity related Instruments, debt Instruments and money market instruments. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
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* Returns are calculated as per lifetime average per annum returns of the fund.
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Monthly SIP
One-time
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