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Axis Equity Hybrid Fund Regular Growth
HybridAggressive AllocationVery High Risk
Regular
NAV (27-Mar-25)
₹19.380.57%1D
Returns (Since Inception)
10.49%
Rated ★4.3+ on 
Fund Overview
Fund Size
₹1,441 Cr
Expense Ratio
2.18%
ISIN
INF846K01E90
Minimum SIP
₹500
Exit Load
1.00%
Inception Date
09 Aug 2018
About this fund
Axis Equity Hybrid Fund Regular Growth is a Aggressive Allocation mutual fund schemes offered by Axis Mutual Fund. This fund has been in existence for 6 years, 7 months and 19 days, having been launched on 09-Aug-18.
As of 27-Mar-25, it has a Net Asset Value (NAV) of ₹19.38, Assets Under Management (AUM) of 1440.65 Crores, and an expense ratio of 2.18%.
As of 27-Mar-25, it has a Net Asset Value (NAV) of ₹19.38, Assets Under Management (AUM) of 1440.65 Crores, and an expense ratio of 2.18%.
- Axis Equity Hybrid Fund Regular Growth has given a CAGR return of 10.49% since inception.
- The fund's asset allocation comprises around 73.07% in equities, 24.06% in debts, and 2.87% in cash & cash equivalents.
- You can start investing in Axis Equity Hybrid Fund Regular Growth with a SIP of ₹500 or a Lumpsum investment of ₹500.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
1 Year
+11.25%
+7.84% (Cat Avg.)
3 Years
+8.72%
+13.02% (Cat Avg.)
5 Years
+16.35%
+21.32% (Cat Avg.)
Since Inception
+10.49%
— (Cat Avg.)
Portfolio Summaryas of 28th February 2025
| Equity | ₹1,052.73 Cr | 73.07% |
| Debt | ₹346.64 Cr | 24.06% |
| Others | ₹41.28 Cr | 2.87% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type  | Amount | Holdings |
|---|---|---|---|
| HDFC Bank Ltd | Equity | ₹81.46 Cr | 5.65% |
| ICICI Bank Ltd | Equity | ₹78.01 Cr | 5.41% |
| Infosys Ltd | Equity | ₹59.79 Cr | 4.15% |
| 7.25% Govt Stock 2063 | Bond - Gov't/Treasury | ₹55.71 Cr | 3.87% |
| 7.18% Govt Stock 2037 | Bond - Gov't/Treasury | ₹51.09 Cr | 3.55% |
| Bharti Airtel Ltd | Equity | ₹48.5 Cr | 3.37% |
| Mahindra & Mahindra Ltd | Equity | ₹41.41 Cr | 2.87% |
| 7.34% Govt Stock 2064 | Bond - Gov't/Treasury | ₹40.98 Cr | 2.84% |
| Reliance Industries Ltd | Equity | ₹39.85 Cr | 2.77% |
| Clearing Corporation Of India Ltd | Cash - Repurchase Agreement | ₹31.85 Cr | 2.21% |
| State Bank of India | Equity | ₹30.82 Cr | 2.14% |
| Bajaj Finserv Ltd | Equity | ₹30.38 Cr | 2.11% |
| Indus Infra Trust Unit | Equity | ₹26.68 Cr | 1.85% |
| Larsen & Toubro Ltd | Equity | ₹25.89 Cr | 1.80% |
| Sun Pharmaceuticals Industries Ltd | Equity | ₹25.79 Cr | 1.79% |
| Bajaj Finance Ltd | Equity | ₹25.78 Cr | 1.79% |
| Bharti Telecom Limited | Bond - Corporate Bond | ₹25.37 Cr | 1.76% |
| Bajaj Finance Limited | Bond - Corporate Bond | ₹25.19 Cr | 1.75% |
| Tata Consultancy Services Ltd | Equity | ₹24.72 Cr | 1.72% |
| Divi's Laboratories Ltd | Equity | ₹24.34 Cr | 1.69% |
| PI Industries Ltd | Equity | ₹21.3 Cr | 1.48% |
| Cholamandalam Investment And Fin. Co. Ltd | Bond - Corporate Bond | ₹20.36 Cr | 1.41% |
| NTPC Ltd | Equity | ₹18.58 Cr | 1.29% |
| Sumitomo Chemical India Ltd Ordinary Shares | Equity | ₹18.08 Cr | 1.26% |
| Vedanta Limited | Bond - Corporate Bond | ₹17.92 Cr | 1.24% |
| FSN E-Commerce Ventures Ltd | Equity | ₹17.26 Cr | 1.20% |
| DOMS Industries Ltd | Equity | ₹16.29 Cr | 1.13% |
| 360 One Prime Limited | Bond - Corporate Bond | ₹15.01 Cr | 1.04% |
| Bamboo Hotel And Global Centre (Delhi) Private Limited | Bond - Corporate Bond | ₹14.94 Cr | 1.04% |
| Zomato Ltd | Equity | ₹14.77 Cr | 1.03% |
| HDFC Bank Limited | Bond - Corporate Bond | ₹14.51 Cr | 1.01% |
| HDFC Life Insurance Co Ltd | Equity | ₹13.27 Cr | 0.92% |
| Cipla Ltd | Equity | ₹12.91 Cr | 0.90% |
| PNB Housing Finance Ltd | Equity | ₹12.75 Cr | 0.89% |
| Apollo Hospitals Enterprise Ltd | Equity | ₹12.64 Cr | 0.88% |
| Kotak Mahindra Bank Ltd | Equity | ₹12.43 Cr | 0.86% |
| Indian Bank | Equity | ₹12.38 Cr | 0.86% |
| Mankind Pharma Ltd | Equity | ₹12.16 Cr | 0.84% |
| Cholamandalam Investment and Finance Co Ltd | Equity | ₹11.45 Cr | 0.80% |
| Krishna Institute of Medical Sciences Ltd | Equity | ₹11.34 Cr | 0.79% |
| Info Edge (India) Ltd | Equity | ₹11.11 Cr | 0.77% |
| PG Electroplast Ltd | Equity | ₹10.35 Cr | 0.72% |
| Dlf Home Developers Limited 8.5% | Bond - Corporate Bond | ₹10.02 Cr | 0.70% |
| Indostar Capital Finance Limited | Bond - Corporate Bond | ₹10.01 Cr | 0.69% |
| TVS Holdings Limited | Bond - Corporate Bond | ₹9.99 Cr | 0.69% |
| Brigade Enterprises Ltd | Equity | ₹9.91 Cr | 0.69% |
| Mahanagar Telephone Nigam Limited | Bond - Corporate Bond | ₹9.73 Cr | 0.68% |
| Premier Energies Ltd | Equity | ₹9.61 Cr | 0.67% |
| Indian Oil Corp Ltd | Equity | ₹9.6 Cr | 0.67% |
| SBI Life Insurance Co Ltd | Equity | ₹9.47 Cr | 0.66% |
| Net Receivables / (Payables) | Cash | ₹9.43 Cr | 0.65% |
| Capital Infra Trust InvITs | Equity | ₹9.27 Cr | 0.64% |
| Coal India Ltd | Equity | ₹8.9 Cr | 0.62% |
| J.B. Chemicals & Pharmaceuticals Ltd | Equity | ₹8.79 Cr | 0.61% |
| Awfis Space Solutions Ltd | Equity | ₹8.28 Cr | 0.57% |
| Suzlon Energy Ltd | Equity | ₹8.07 Cr | 0.56% |
| Sansera Engineering Ltd | Equity | ₹7.98 Cr | 0.55% |
| Oil & Natural Gas Corp Ltd | Equity | ₹7.66 Cr | 0.53% |
| DLF Ltd | Equity | ₹7.65 Cr | 0.53% |
| Tata Motors Ltd | Equity | ₹7.61 Cr | 0.53% |
| Navin Fluorine International Ltd | Equity | ₹7.52 Cr | 0.52% |
| Jyoti CNC Automation Ltd | Equity | ₹7.39 Cr | 0.51% |
| Varun Beverages Ltd | Equity | ₹7.36 Cr | 0.51% |
| REC Ltd | Equity | ₹6.39 Cr | 0.44% |
| HCL Technologies Ltd | Equity | ₹6.3 Cr | 0.44% |
| Avenue Supermarts Ltd | Equity | ₹6.29 Cr | 0.44% |
| Arvind Fashions Ltd | Equity | ₹6.25 Cr | 0.43% |
| Zydus Lifesciences Ltd | Equity | ₹6.03 Cr | 0.42% |
| Anant Raj Ltd | Equity | ₹5.93 Cr | 0.41% |
| Dixon Technologies (India) Ltd | Equity | ₹5.51 Cr | 0.38% |
| Godrej Consumer Products Ltd | Equity | ₹5.31 Cr | 0.37% |
| GE Vernova T&D India Ltd | Equity | ₹5.28 Cr | 0.37% |
| Embassy Office Parks Reit | Bond - Asset Backed | ₹5.25 Cr | 0.36% |
| 7.04% Govt Stock 2029 | Bond - Gov't/Treasury | ₹5.07 Cr | 0.35% |
| Hindalco Industries Ltd | Equity | ₹5.07 Cr | 0.35% |
| Aadhar Housing Finance Limited | Bond - Corporate Bond | ₹5.01 Cr | 0.35% |
| Punjab National Bank | Bond - Corporate Bond | ₹4.93 Cr | 0.34% |
| Hindustan Unilever Ltd | Equity | ₹4.82 Cr | 0.33% |
| Fine Organic Industries Ltd Ordinary Shares | Equity | ₹4.66 Cr | 0.32% |
| Bank of Baroda | Equity | ₹4.4 Cr | 0.31% |
| UNO Minda Ltd | Equity | ₹4.16 Cr | 0.29% |
| Hindustan Aeronautics Ltd Ordinary Shares | Equity | ₹4.15 Cr | 0.29% |
| Hyundai Motor India Ltd | Equity | ₹4.06 Cr | 0.28% |
| Mphasis Ltd | Equity | ₹3.54 Cr | 0.25% |
| Can Fin Homes Ltd | Equity | ₹3.06 Cr | 0.21% |
| Power Finance Corporation Limited | Bond - Corporate Bond | ₹2.99 Cr | 0.21% |
| Aadhar Housing Finance Ltd | Equity | ₹2.9 Cr | 0.20% |
| Bharat Electronics Ltd | Equity | ₹2.79 Cr | 0.19% |
| Voltamp Transformers Ltd | Equity | ₹2.75 Cr | 0.19% |
| Samvardhana Motherson International Ltd | Equity | ₹2.55 Cr | 0.18% |
| Premier Energies Limited | Equity | ₹2.54 Cr | 0.18% |
| Clean Science and Technology Ltd | Equity | ₹2.3 Cr | 0.16% |
| Techno Electric & Engineering Co Ltd | Equity | ₹2.3 Cr | 0.16% |
| 07.92 Wb SDL 2027 | Bond - Gov't/Treasury | ₹2.04 Cr | 0.14% |
| Sona BLW Precision Forgings Ltd | Equity | ₹1.69 Cr | 0.12% |
| Vedant Fashions Ltd | Equity | ₹1.54 Cr | 0.11% |
| Titagarh Rail Systems Ltd | Equity | ₹1.13 Cr | 0.08% |
| Nestle India Ltd | Equity | ₹0.95 Cr | 0.07% |
| Suryoday Small Finance Bank Ltd | Equity | ₹0.51 Cr | 0.04% |
| 08.16 KA Sdl 2025 | Bond - Gov't/Treasury | ₹0.51 Cr | 0.04% |
| 7.3% Govt Stock 2028 | Bond - Gov't/Treasury | ₹0.03 Cr | 0.00% |
Allocation By Market Cap (Equity)
Large Cap Stocks
51.96%
Mid Cap Stocks
7.89%
Small Cap Stocks
10.55%
Allocation By Credit Quality (Debt)
AAA
AA
A
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Financial Services | ₹371.41 Cr | 25.78% |
| Technology | ₹119.82 Cr | 8.32% |
| Healthcare | ₹114 Cr | 7.91% |
| Consumer Cyclical | ₹109.29 Cr | 7.59% |
| Industrials | ₹84.32 Cr | 5.85% |
| Energy | ₹66.01 Cr | 4.58% |
| Communication Services | ₹59.62 Cr | 4.14% |
| Basic Materials | ₹58.94 Cr | 4.09% |
| Consumer Defensive | ₹24.72 Cr | 1.72% |
| Real Estate | ₹23.49 Cr | 1.63% |
| Utilities | ₹18.58 Cr | 1.29% |
Risk & Performance Ratios
Standard Deviation
This fund
11.36%
Cat. avg.
10.91%
Lower the better
Sharpe Ratio
This fund
0.08
Cat. avg.
0.51
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
0.82
Higher the better
Fund Managers
Devang Shah
Since April 2024
AP
Aditya Pagaria
Since February 2023
Jayesh Sundar
Since September 2023
KN
Krishnaa N
Since December 2024
Additional Scheme Detailsas of 28th February 2025
ISIN INF846K01E90 | Expense Ratio 2.18% | Exit Load 1.00% | Fund Size ₹1,441 Cr | Age 6 years 7 months | Lumpsum Minimum ₹500 | Fund Status Open Ended Investment Company | Benchmark CRISIL Hybrid 35+65 - Agg TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Aggressive Allocation Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y  |
|---|---|---|---|---|
| Mahindra Manulife Aggressive Hybrid Fund Regular Growth Very High Risk | 2.1% | 1.0% | ₹1463.39 Cr | 12.8% |
| Mahindra Manulife Aggressive Hybrid Fund Direct Growth Very High Risk | 0.6% | 1.0% | ₹1463.39 Cr | 14.6% |
| Bandhan Hybrid Equity Fund Direct Growth Very High Risk | 1.0% | 1.0% | ₹751.52 Cr | 13.9% |
| Bandhan Hybrid Equity Fund Regular Growth Very High Risk | 2.4% | 1.0% | ₹751.52 Cr | 12.4% |
| Tata Hybrid Equity Fund Regular Growth Very High Risk | 1.9% | 1.0% | ₹3733.13 Cr | 6.5% |
| UTI Hybrid Equity Fund Regular Growth Very High Risk | 1.8% | 1.0% | ₹5633.37 Cr | 11.6% |
| Nippon India Equity Hybrid Fund Regular Growth Very High Risk | 2.0% | 1.0% | ₹3531.27 Cr | 8.0% |
| SBI Equity Hybrid Fund Regular Growth Very High Risk | 1.4% | 1.0% | ₹68440.30 Cr | 12.0% |
| Canara Robeco Equity Hybrid Fund Regular Growth Very High Risk | 1.7% | 1.0% | ₹9950.81 Cr | 8.8% |
| Quant Absolute Fund Regular Growth Very High Risk | 2.1% | 1.0% | ₹1893.04 Cr | -0.8% |
About the AMC
Axis Mutual Fund
Total AUM
₹3,16,417 Cr
Address
Axis House, 1st Floor, C-2, Wadia International Centre, Mumbai, 400 025
Other Funds by Axis Mutual Fund
Risk Level
Your principal amount will be at Very High Risk
Take control of your wealth
Related Articles
Still got questions?
We're here to help.
What is the current NAV of Axis Equity Hybrid Fund Regular Growth?
The NAV of Axis Equity Hybrid Fund Regular Growth, as of 27-Mar-2025, is ₹19.38.
What are the returns of Axis Equity Hybrid Fund Regular Growth?
The fund has generated 11.25% over the last 1 year and 8.72% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
What is the portfolio composition of Axis Equity Hybrid Fund Regular Growth?
The fund's allocation of assets is distributed as 73.07% in equities, 24.06% in bonds, and 2.87% in cash and cash equivalents.
Who manages the Axis Equity Hybrid Fund Regular Growth?
The fund managers responsible for Axis Equity Hybrid Fund Regular Growth are:-
- Devang Shah
- Aditya Pagaria
- Jayesh Sundar
- Krishnaa N
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Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.
Axis Equity Hybrid Fund Regular Growth
HybridAggressive AllocationVery High Risk
Regular
NAV (27-Mar-25)
₹19.380.57%1D
Returns (Since Inception)
10.49%
Rated ★4.3+ on
Fund Overview
Fund Size
₹1,441 Cr
Expense Ratio
2.18%
ISIN
INF846K01E90
Minimum SIP
₹500
Exit Load
1.00%
Inception Date
09 Aug 2018
Risk Level
Your principal amount will be at Very High Risk
About this fund
Axis Equity Hybrid Fund Regular Growth is a Aggressive Allocation mutual fund schemes offered by Axis Mutual Fund. This fund has been in existence for 6 years, 7 months and 19 days, having been launched on 09-Aug-18.
As of 27-Mar-25, it has a Net Asset Value (NAV) of ₹19.38, Assets Under Management (AUM) of 1440.65 Crores, and an expense ratio of 2.18%.
As of 27-Mar-25, it has a Net Asset Value (NAV) of ₹19.38, Assets Under Management (AUM) of 1440.65 Crores, and an expense ratio of 2.18%.
- Axis Equity Hybrid Fund Regular Growth has given a CAGR return of 10.49% since inception.
- The fund's asset allocation comprises around 73.07% in equities, 24.06% in debts, and 2.87% in cash & cash equivalents.
- You can start investing in Axis Equity Hybrid Fund Regular Growth with a SIP of ₹500 or a Lumpsum investment of ₹500.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
1 Year
+11.25%
+7.84% (Cat Avg.)
3 Years
+8.72%
+13.02% (Cat Avg.)
5 Years
+16.35%
+21.32% (Cat Avg.)
Since Inception
+10.49%
— (Cat Avg.)
Portfolio Summaryas of 28th February 2025
| Equity | ₹1,052.73 Cr | 73.07% |
| Debt | ₹346.64 Cr | 24.06% |
| Others | ₹41.28 Cr | 2.87% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type | Amount | Holdings |
|---|---|---|---|
| HDFC Bank Ltd | Equity | ₹81.46 Cr | 5.65% |
| ICICI Bank Ltd | Equity | ₹78.01 Cr | 5.41% |
| Infosys Ltd | Equity | ₹59.79 Cr | 4.15% |
| 7.25% Govt Stock 2063 | Bond - Gov't/Treasury | ₹55.71 Cr | 3.87% |
| 7.18% Govt Stock 2037 | Bond - Gov't/Treasury | ₹51.09 Cr | 3.55% |
| Bharti Airtel Ltd | Equity | ₹48.5 Cr | 3.37% |
| Mahindra & Mahindra Ltd | Equity | ₹41.41 Cr | 2.87% |
| 7.34% Govt Stock 2064 | Bond - Gov't/Treasury | ₹40.98 Cr | 2.84% |
| Reliance Industries Ltd | Equity | ₹39.85 Cr | 2.77% |
| Clearing Corporation Of India Ltd | Cash - Repurchase Agreement | ₹31.85 Cr | 2.21% |
| State Bank of India | Equity | ₹30.82 Cr | 2.14% |
| Bajaj Finserv Ltd | Equity | ₹30.38 Cr | 2.11% |
| Indus Infra Trust Unit | Equity | ₹26.68 Cr | 1.85% |
| Larsen & Toubro Ltd | Equity | ₹25.89 Cr | 1.80% |
| Sun Pharmaceuticals Industries Ltd | Equity | ₹25.79 Cr | 1.79% |
| Bajaj Finance Ltd | Equity | ₹25.78 Cr | 1.79% |
| Bharti Telecom Limited | Bond - Corporate Bond | ₹25.37 Cr | 1.76% |
| Bajaj Finance Limited | Bond - Corporate Bond | ₹25.19 Cr | 1.75% |
| Tata Consultancy Services Ltd | Equity | ₹24.72 Cr | 1.72% |
| Divi's Laboratories Ltd | Equity | ₹24.34 Cr | 1.69% |
| PI Industries Ltd | Equity | ₹21.3 Cr | 1.48% |
| Cholamandalam Investment And Fin. Co. Ltd | Bond - Corporate Bond | ₹20.36 Cr | 1.41% |
| NTPC Ltd | Equity | ₹18.58 Cr | 1.29% |
| Sumitomo Chemical India Ltd Ordinary Shares | Equity | ₹18.08 Cr | 1.26% |
| Vedanta Limited | Bond - Corporate Bond | ₹17.92 Cr | 1.24% |
| FSN E-Commerce Ventures Ltd | Equity | ₹17.26 Cr | 1.20% |
| DOMS Industries Ltd | Equity | ₹16.29 Cr | 1.13% |
| 360 One Prime Limited | Bond - Corporate Bond | ₹15.01 Cr | 1.04% |
| Bamboo Hotel And Global Centre (Delhi) Private Limited | Bond - Corporate Bond | ₹14.94 Cr | 1.04% |
| Zomato Ltd | Equity | ₹14.77 Cr | 1.03% |
| HDFC Bank Limited | Bond - Corporate Bond | ₹14.51 Cr | 1.01% |
| HDFC Life Insurance Co Ltd | Equity | ₹13.27 Cr | 0.92% |
| Cipla Ltd | Equity | ₹12.91 Cr | 0.90% |
| PNB Housing Finance Ltd | Equity | ₹12.75 Cr | 0.89% |
| Apollo Hospitals Enterprise Ltd | Equity | ₹12.64 Cr | 0.88% |
| Kotak Mahindra Bank Ltd | Equity | ₹12.43 Cr | 0.86% |
| Indian Bank | Equity | ₹12.38 Cr | 0.86% |
| Mankind Pharma Ltd | Equity | ₹12.16 Cr | 0.84% |
| Cholamandalam Investment and Finance Co Ltd | Equity | ₹11.45 Cr | 0.80% |
| Krishna Institute of Medical Sciences Ltd | Equity | ₹11.34 Cr | 0.79% |
| Info Edge (India) Ltd | Equity | ₹11.11 Cr | 0.77% |
| PG Electroplast Ltd | Equity | ₹10.35 Cr | 0.72% |
| Dlf Home Developers Limited 8.5% | Bond - Corporate Bond | ₹10.02 Cr | 0.70% |
| Indostar Capital Finance Limited | Bond - Corporate Bond | ₹10.01 Cr | 0.69% |
| TVS Holdings Limited | Bond - Corporate Bond | ₹9.99 Cr | 0.69% |
| Brigade Enterprises Ltd | Equity | ₹9.91 Cr | 0.69% |
| Mahanagar Telephone Nigam Limited | Bond - Corporate Bond | ₹9.73 Cr | 0.68% |
| Premier Energies Ltd | Equity | ₹9.61 Cr | 0.67% |
| Indian Oil Corp Ltd | Equity | ₹9.6 Cr | 0.67% |
| SBI Life Insurance Co Ltd | Equity | ₹9.47 Cr | 0.66% |
| Net Receivables / (Payables) | Cash | ₹9.43 Cr | 0.65% |
| Capital Infra Trust InvITs | Equity | ₹9.27 Cr | 0.64% |
| Coal India Ltd | Equity | ₹8.9 Cr | 0.62% |
| J.B. Chemicals & Pharmaceuticals Ltd | Equity | ₹8.79 Cr | 0.61% |
| Awfis Space Solutions Ltd | Equity | ₹8.28 Cr | 0.57% |
| Suzlon Energy Ltd | Equity | ₹8.07 Cr | 0.56% |
| Sansera Engineering Ltd | Equity | ₹7.98 Cr | 0.55% |
| Oil & Natural Gas Corp Ltd | Equity | ₹7.66 Cr | 0.53% |
| DLF Ltd | Equity | ₹7.65 Cr | 0.53% |
| Tata Motors Ltd | Equity | ₹7.61 Cr | 0.53% |
| Navin Fluorine International Ltd | Equity | ₹7.52 Cr | 0.52% |
| Jyoti CNC Automation Ltd | Equity | ₹7.39 Cr | 0.51% |
| Varun Beverages Ltd | Equity | ₹7.36 Cr | 0.51% |
| REC Ltd | Equity | ₹6.39 Cr | 0.44% |
| HCL Technologies Ltd | Equity | ₹6.3 Cr | 0.44% |
| Avenue Supermarts Ltd | Equity | ₹6.29 Cr | 0.44% |
| Arvind Fashions Ltd | Equity | ₹6.25 Cr | 0.43% |
| Zydus Lifesciences Ltd | Equity | ₹6.03 Cr | 0.42% |
| Anant Raj Ltd | Equity | ₹5.93 Cr | 0.41% |
| Dixon Technologies (India) Ltd | Equity | ₹5.51 Cr | 0.38% |
| Godrej Consumer Products Ltd | Equity | ₹5.31 Cr | 0.37% |
| GE Vernova T&D India Ltd | Equity | ₹5.28 Cr | 0.37% |
| Embassy Office Parks Reit | Bond - Asset Backed | ₹5.25 Cr | 0.36% |
| 7.04% Govt Stock 2029 | Bond - Gov't/Treasury | ₹5.07 Cr | 0.35% |
| Hindalco Industries Ltd | Equity | ₹5.07 Cr | 0.35% |
| Aadhar Housing Finance Limited | Bond - Corporate Bond | ₹5.01 Cr | 0.35% |
| Punjab National Bank | Bond - Corporate Bond | ₹4.93 Cr | 0.34% |
| Hindustan Unilever Ltd | Equity | ₹4.82 Cr | 0.33% |
| Fine Organic Industries Ltd Ordinary Shares | Equity | ₹4.66 Cr | 0.32% |
| Bank of Baroda | Equity | ₹4.4 Cr | 0.31% |
| UNO Minda Ltd | Equity | ₹4.16 Cr | 0.29% |
| Hindustan Aeronautics Ltd Ordinary Shares | Equity | ₹4.15 Cr | 0.29% |
| Hyundai Motor India Ltd | Equity | ₹4.06 Cr | 0.28% |
| Mphasis Ltd | Equity | ₹3.54 Cr | 0.25% |
| Can Fin Homes Ltd | Equity | ₹3.06 Cr | 0.21% |
| Power Finance Corporation Limited | Bond - Corporate Bond | ₹2.99 Cr | 0.21% |
| Aadhar Housing Finance Ltd | Equity | ₹2.9 Cr | 0.20% |
| Bharat Electronics Ltd | Equity | ₹2.79 Cr | 0.19% |
| Voltamp Transformers Ltd | Equity | ₹2.75 Cr | 0.19% |
| Samvardhana Motherson International Ltd | Equity | ₹2.55 Cr | 0.18% |
| Premier Energies Limited | Equity | ₹2.54 Cr | 0.18% |
| Clean Science and Technology Ltd | Equity | ₹2.3 Cr | 0.16% |
| Techno Electric & Engineering Co Ltd | Equity | ₹2.3 Cr | 0.16% |
| 07.92 Wb SDL 2027 | Bond - Gov't/Treasury | ₹2.04 Cr | 0.14% |
| Sona BLW Precision Forgings Ltd | Equity | ₹1.69 Cr | 0.12% |
| Vedant Fashions Ltd | Equity | ₹1.54 Cr | 0.11% |
| Titagarh Rail Systems Ltd | Equity | ₹1.13 Cr | 0.08% |
| Nestle India Ltd | Equity | ₹0.95 Cr | 0.07% |
| Suryoday Small Finance Bank Ltd | Equity | ₹0.51 Cr | 0.04% |
| 08.16 KA Sdl 2025 | Bond - Gov't/Treasury | ₹0.51 Cr | 0.04% |
| 7.3% Govt Stock 2028 | Bond - Gov't/Treasury | ₹0.03 Cr | 0.00% |
Allocation By Market Cap (Equity)
Large Cap Stocks
51.96%
Mid Cap Stocks
7.89%
Small Cap Stocks
10.55%
Allocation By Credit Quality (Debt)
AAA
AA
A
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Financial Services | ₹371.41 Cr | 25.78% |
| Technology | ₹119.82 Cr | 8.32% |
| Healthcare | ₹114 Cr | 7.91% |
| Consumer Cyclical | ₹109.29 Cr | 7.59% |
| Industrials | ₹84.32 Cr | 5.85% |
| Energy | ₹66.01 Cr | 4.58% |
| Communication Services | ₹59.62 Cr | 4.14% |
| Basic Materials | ₹58.94 Cr | 4.09% |
| Consumer Defensive | ₹24.72 Cr | 1.72% |
| Real Estate | ₹23.49 Cr | 1.63% |
| Utilities | ₹18.58 Cr | 1.29% |
Risk & Performance Ratios
Standard Deviation
This fund
11.36%
Cat. avg.
10.91%
Lower the better
Sharpe Ratio
This fund
0.08
Cat. avg.
0.51
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
0.82
Higher the better
Fund Managers
Devang Shah
Since April 2024
AP
Aditya Pagaria
Since February 2023
Jayesh Sundar
Since September 2023
KN
Krishnaa N
Since December 2024
Additional Scheme Detailsas of 28th February 2025
ISIN INF846K01E90 | Expense Ratio 2.18% | Exit Load 1.00% | Fund Size ₹1,441 Cr | Age 6 years 7 months | Lumpsum Minimum ₹500 | Fund Status Open Ended Investment Company | Benchmark CRISIL Hybrid 35+65 - Agg TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Aggressive Allocation Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y |
|---|---|---|---|---|
| Mahindra Manulife Aggressive Hybrid Fund Regular Growth Very High Risk | 2.1% | 1.0% | ₹1463.39 Cr | 12.8% |
| Mahindra Manulife Aggressive Hybrid Fund Direct Growth Very High Risk | 0.6% | 1.0% | ₹1463.39 Cr | 14.6% |
| Bandhan Hybrid Equity Fund Direct Growth Very High Risk | 1.0% | 1.0% | ₹751.52 Cr | 13.9% |
| Bandhan Hybrid Equity Fund Regular Growth Very High Risk | 2.4% | 1.0% | ₹751.52 Cr | 12.4% |
| Tata Hybrid Equity Fund Regular Growth Very High Risk | 1.9% | 1.0% | ₹3733.13 Cr | 6.5% |
| UTI Hybrid Equity Fund Regular Growth Very High Risk | 1.8% | 1.0% | ₹5633.37 Cr | 11.6% |
| Nippon India Equity Hybrid Fund Regular Growth Very High Risk | 2.0% | 1.0% | ₹3531.27 Cr | 8.0% |
| SBI Equity Hybrid Fund Regular Growth Very High Risk | 1.4% | 1.0% | ₹68440.30 Cr | 12.0% |
| Canara Robeco Equity Hybrid Fund Regular Growth Very High Risk | 1.7% | 1.0% | ₹9950.81 Cr | 8.8% |
| Quant Absolute Fund Regular Growth Very High Risk | 2.1% | 1.0% | ₹1893.04 Cr | -0.8% |
About the AMC
Axis Mutual Fund
Total AUM
₹3,16,417 Cr
Address
Axis House, 1st Floor, C-2, Wadia International Centre, Mumbai, 400 025
Other Funds by Axis Mutual Fund
Related Articles
Still got questions?
We're here to help.
What is the current NAV of Axis Equity Hybrid Fund Regular Growth?
The NAV of Axis Equity Hybrid Fund Regular Growth, as of 27-Mar-2025, is ₹19.38.
What are the returns of Axis Equity Hybrid Fund Regular Growth?
The fund has generated 11.25% over the last 1 year and 8.72% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
What is the portfolio composition of Axis Equity Hybrid Fund Regular Growth?
The fund's allocation of assets is distributed as 73.07% in equities, 24.06% in bonds, and 2.87% in cash and cash equivalents.
Who manages the Axis Equity Hybrid Fund Regular Growth?
The fund managers responsible for Axis Equity Hybrid Fund Regular Growth are:-
- Devang Shah
- Aditya Pagaria
- Jayesh Sundar
- Krishnaa N
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Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.
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Dezerv Investments Private Limited is a Portfolio Manager with SEBI Registration no. INP000007377, a member of BSE with SEBI Stock Broker Registration no. INZ000303136, and an Investment Manager to Category - I AIF-VCF-Angel Fund with SEBI Registration no. IN/AIF1/22-23/1066.
Mutual Fund distribution services are offered through Dezerv Distribution Services Pvt Limited, a wholly owned subsidiary with AMFI Registration No.: ARN -248439. **Mutual fund investments are subject to market risks, read all scheme related documents carefully.** Terms and conditions of the website are applicable. Privacy policy of the website is applicable.
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