AXAxis MFGrowth

Axis Hybrid Fund - Series 2 - Growth

hybridHybrid - Balanced Hybrid FundBenchmark: CRISIL Hybrid 85+15 - Conservative Index
NAV · 08 Sep 2014₹13.90+0.04%
AUM₹302 Cr
Expense Ratio2.33%
CAGR
Exit LoadNil
Min SIP
Launched2011

Investment Objective

The primary objective is to generate income by investing in high quality fixed income securities whilst the secondary objective is to generate capital appreciation by investing in equity and equity related instruments.

Fund Mandate

Debt & MMI65%–95%
Equity5%–35%
Asset Allocation
Debt56.1%
Cash & Equivalents43.9%
Fund Managers
DS
Devang Shah
Fund Manager
Key Information
2.33%
₹5,000
Nil
Nil
Inception07 Sep 2011
AMCAxis MF
Top Holdings
1Clearing Corporation of India Ltd44.38%
2Bank of India (03/09/2014) ** #14.90%
3Syndicate Bank (02/09/2014) ** #14.90%
4Bank of Baroda (03/09/2014) ** #8.28%
5Canara Bank (05/09/2014) ** #6.62%
6Karur Vysya Bank Ltd (04/09/2014) ** #4.97%
7Corporation Bank (02/09/2014) ** #4.74%
8Canara Bank (04/09/2014) ** #1.66%
Sector Allocation
Other100.4%
Trailing Returns
PeriodReturns
1 Day+0.04%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.33%
Nil
Nil
₹5,000
Capital Gains Tax, general rules

This is a debt/other (non-equity-oriented) fund. For units acquired on or after 1 April 2023, gains are taxed at your applicable income-tax slab rate regardless of holding period, the earlier long-term/indexation treatment for debt funds was removed by the Finance Act 2023.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme