AXIS EQUITY HYBRID FUND-REG(G)

Product name Return type 1 yr(%) 3 yr(%) 5 yr(%)

AXIS EQUITY HYBRID FUND-REG(G)

market linked 19.57 % 10.33 % 11.94 %

BenchMark : CRISIL Hybrid 35+65 - Aggressive Index

BenchMark Return 24.80 13.87 14.72

Value of Rs. 1,00,000 Invested

current value 119570 134301 175762
scheme 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.
Category Mutual Fund > Hybrid > Aggressive Hybrid Fund
Fund Type Open Ended
Fund Manager Jayesh Sundar
Minimum Amount for Lumpsum Investment (Rs.) 500
Minimum Amount for SIP Investment (Rs.) 500
Nav Date 22/05/2024
Nav 18.10
AUM (Cr.) 1588.78
AUM Date 30/04/2024
Expense Ratio Currently 2
Expense Ratio Date Currently 30/04/2024
Modified Duration(Yrs) -
Modified Duration Date(Yrs) -
YTM -
YTM Date -
Entry Load NIL
Exit Load Nil for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M
Tax Treatment of Income 15% short term capital gains tax, 10% long term capital gains tax on incremental gains above 1 Lac in a given financial year.
Tax Benefit on Investment
Withdrawal Anytime
Pros
Cons
Risk Factor All investments in mutual funds are subject to market risks and the NAV of the schemes may go up or down depending upon the factors and forces affecting the securities market and there can be no assurance that the fund's objectives will be achieved. Past performance of the Fund does not indicate the future performance of the Schemes of the Fund.
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