AXAxis MFDirect · Growth

Axis Hybrid Fund - Series 8 - Growth - Direct Plan

hybridHybrid - Balanced Hybrid FundBenchmark: CRISIL Hybrid 85+15 - Conservative Index
NAV · 25 Jul 2017₹13.39+0.01%
AUM₹414 Crfrom this fund's primary plan
Expense Ratio1.30%
CAGR
Exit Load
Min SIP
Launched2014

Investment Objective

The primary objective is to generate income by investing in high quality fixed income securities that are maturing on or before the maturity of the Scheme whilst the secondary objective is to generate capital appreciation by investing in equity and equity related instruments.

Fund Mandate

Debt instruments including securitized debt (not including MMI)70%–95%
Equity and Equity Related instruments5%–30%
MMI0%–25%
Fund Managers
DS
Devang Shah
Fund Manager
Key Information
1.30%
₹5,000
Nil
Inception24 Jan 2014
AMCAxis MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Trailing Returns
PeriodReturns
1 Day+0.01%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1.30%
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