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Axis Equity Hybrid Fund

Axis Equity Hybrid Fund is an open-ended hybrid scheme that invests primarily in equity and equity related instruments. The investment objective of the fund is to generate long term capital appreciation along with current income by parking money in a combination of equity and equity related instruments, debt instruments and money market instruments. There, however, is no guarantee that the scheme’s investment objective will be achieved.

About Axis Mutual Fund: The Company launched its first scheme in October 2009. Today, the fund house has a well-rounded product suite, consisting of over 50 schemes. Axis Mutual Fund has established its presence in 90+ cities, and has more than 20 lakh active investor accounts.

(Note - All the information contained in this page has been sourced from the official website of Axis Mutual Fund.)

Features of Axis Equity Hybrid Fund

The features of Axis Equity Hybrid Fund are as under:

  • The fund invests about 65% to 80% in equity instruments and the remaining in debt and money market instruments.
  • Axis Equity Hybrid Fund follows the bottom up investing approach in high quality stocks.
  • The fund offers potential capital appreciation of equity and stability of debt, all while being tax efficient.
  • The minimum application amount is Rs. 5,000 in case of a lump sum investment and Rs. 1,000 for SIP investment.
  • The scheme offers the following plans: a) Axis Equity Hybrid Fund - Regular Plan and b) Axis Equity Hybrid Fund - Direct Plan. Each plan offers Growth Option and Dividend Option.
  • The risk level of Axis Equity Hybrid Fund is moderately high.
  • The benchmark index of Axis Equity Hybrid Fund is CRISIL Balanced Fund Index.
  • Users can benefit from tax efficient withdrawal facility for regular income.

Axis Equity Hybrid Fund - Portfolio

Top 10 Issuers% Of Net Assets
HDFC Bank Limited6.00
Kotak Mahindra Bank Limited5.94
Bajaj Finance Limited5.54
Tata Consultancy Services Limited5.07
State Bank Of India4.86
Housing Development Finance Corporation Limited4.81
Reliance Industries Limited4.36
ICICI Bank Limited4.24
Air India Assets Holding Limited (Backed By Government Of India Fully Serviced Bonds)3.47
Avenue Supermarts Limited3.30

Source: Official website of Axis Mutual Fund

Axis Equity Hybrid Fund Performance

SIP InvestmentsSince Inception SIP5 Year SIP3 Year SIP1 Year SIP
Total Amount InvestedRs. 1,60,000Rs. 6,00,000Rs. 3,60,000Rs. 1,20,000
Market Value (As on 29-11-2019)Rs. 1,77,380--Rs. 1,31,507
Returns (Annualised)15.61%--18.40%
Benchmark Returns (Annualised)11.03%--12.85%
Additional Benchmark Returns (Annualised)11.73%--14.21%

Source: Official website of Axis Mutual Fund

How to Invest in Axis Equity Hybrid Fund

Entities can invest in the schemes of Axis Mutual Fund through the company's website. A new investor would first have to register with Axis Mutual Fund by providing certain details, like name, mobile number, email address, date of birth and PAN. Users who have already registered with the fund house will need to login using their PAN or email address.

Documents Required for Axis Equity Hybrid Fund

To invest in any mutual fund scheme of Axis Mutual Fund, an individual would need to submit filled-up application form, PAN proof, KYC letter and a copy of cancelled cheque. For the purpose of proof of identity, some of the documents that are accepted include passport, voter ID, PAN card, driving license, Aadhaar card, NREGA job card and any document notified by the central government. The documents that can serve as proof of address are passport, voter ID, driving license, Aadhaar card, NREGA job card and any document notified by the central government.

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