Axis Equity Hybrid Fund Overview
Category Aggressive Hybrid Fund
BMSMONEY Rank 26
BMSMONEY Rating
Gro. Opt. As On: 26-07-2024
NAV ₹19.89(R) +1.38% ₹21.57(D) +1.36%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 24.0% 11.29% 14.52% -% -%
LumpSum (D) 25.41% 12.67% 16.0% -% -%
SIP (R) 33.78% 16.5% 14.72% -% -%
SIP (D) 35.2% 17.8% 16.11% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
- - - -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
-% -% -% - -%
Top Aggressive Hybrid Fund
Fund Name Rank Rating
JM Equity Hybrid Fund 1
ICICI Prudential Equity & Debt Fund 2
Quant Absolute Fund 3
Edelweiss Aggressive Hybrid Fund 4
Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana 5
UTI Hybrid Equity Fund 6

NAV Date: 26-07-2024

Scheme Name NAV Rupee Change Percent Change
Axis Equity Hybrid Fund - Regular Plan - Monthly IDCW 14.15
0.0900
0.6400%
Axis Equity Hybrid Fund - Regular Plan - Regular IDCW 14.24
0.1900
1.3500%
Axis Equity Hybrid Fund - Regular Plan - Quarterly IDCW 14.62
0.1900
1.3200%
Axis Equity Hybrid Fund - Direct Plan - Regular IDCW 15.49
0.2100
1.3700%
Axis Equity Hybrid Fund - Direct Plan - Quarterly IDCW 16.2
0.2200
1.3800%
Axis Equity Hybrid Fund - Direct Plan - Monthly IDCW 17.06
0.1300
0.7700%
Axis Equity Hybrid Fund - Regular Plan - Growth Option 19.89
0.2700
1.3800%
Axis Equity Hybrid Fund - Direct Plan - Growth Option 21.57
0.2900
1.3600%

Review Date: 26-07-2024

Axis Equity Hybrid Fund has exhibited poor performance in the Aggressive Hybrid Fund category. The fund has rank of 26 out of 26 funds in the category. The fund has delivered return of 24.0% in 1 year, 11.29% in 3 years and 14.52% in 5 years. The category average for the same periods is 31.06%, 16.56% and 18.04% respectively, which shows poor return performance of fund in the category. The fund has high risk in the category.

Key Points:

  1. An investment of ₹10,000 in Axis Equity Hybrid Fund direct growth option would have grown to ₹12541.0 in 1 year, ₹14304.0 in 3 years and ₹21003.0 in 5 years as of today (26-07-2024).
  2. An SIP of ₹1,000 per month in Axis Equity Hybrid Fund direct growth option would have grown to ₹14175.0 in 1 year, ₹46805.0 in 3 years and ₹89762.0 in 5 years as of today (26-07-2024).


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 3.86
3.17
1.15 | 4.58 10 | 27 Good
3M Return % 10.99
9.59
6.80 | 14.01 7 | 27 Very Good
6M Return % 16.18
16.28
12.30 | 22.91 12 | 27 Good
1Y Return % 24.00
31.06
19.59 | 53.05 24 | 27 Poor
3Y Return % 11.29
16.56
9.87 | 25.61 25 | 26 Poor
5Y Return % 14.52
18.04
13.23 | 28.47 21 | 25 Average
1Y SIP Return % 33.78
37.80
26.37 | 58.84 21 | 27 Average
3Y SIP Return % 16.50
22.63
15.93 | 36.16 25 | 26 Poor
5Y SIP Return % 14.72
20.12
14.22 | 29.95 24 | 25 Poor
Return data last Updated On : July 26, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : April 30, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 3.90 3.27 1.28 | 4.70 10 | 27
3M Return % 11.24 9.91 7.20 | 14.37 7 | 27
6M Return % 16.78 16.98 13.18 | 24.03 12 | 27
1Y Return % 25.41 32.66 21.53 | 55.59 25 | 27
3Y Return % 12.67 17.96 11.67 | 27.11 25 | 26
5Y Return % 16.00 19.45 14.76 | 29.68 22 | 25
1Y SIP Return % 35.20 39.48 28.40 | 61.63 20 | 27
3Y SIP Return % 17.80 24.05 17.76 | 37.94 25 | 26
5Y SIP Return % 16.11 21.52 16.05 | 31.40 24 | 25
Return data last Updated On : July 26, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : April 30, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 1.38 ₹ 10,138.00 1.36 ₹ 10,136.00
1W 1.53 ₹ 10,153.00 1.51 ₹ 10,151.00
1M 3.86 ₹ 10,386.00 3.90 ₹ 10,390.00
3M 10.99 ₹ 11,099.00 11.24 ₹ 11,124.00
6M 16.18 ₹ 11,618.00 16.78 ₹ 11,678.00
1Y 24.00 ₹ 12,400.00 25.41 ₹ 12,541.00
3Y 11.29 ₹ 13,784.00 12.67 ₹ 14,304.00
5Y 14.52 ₹ 19,693.00 16.00 ₹ 21,003.00
7Y ₹ ₹
10Y ₹ ₹
15Y ₹ ₹

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 33.78 ₹ 14,090.33 35.20 ₹ 14,174.57
3Y ₹ 36000 16.50 ₹ 45,947.70 17.80 ₹ 46,804.61
5Y ₹ 60000 14.72 ₹ 86,734.14 16.11 ₹ 89,761.86
7Y ₹ 84000 ₹ ₹
10Y ₹ 120000 ₹ ₹
15Y ₹ 180000 ₹ ₹


Date NAV Regular Growth NAV Direct Growth
26-07-2024 19.89 21.57
25-07-2024 19.62 21.28
24-07-2024 19.6 21.26
23-07-2024 19.56 21.22
22-07-2024 19.59 21.25
19-07-2024 19.51 21.16
18-07-2024 19.71 21.37
16-07-2024 19.63 21.29
15-07-2024 19.59 21.24
12-07-2024 19.52 21.17
11-07-2024 19.42 21.06
10-07-2024 19.44 21.08
09-07-2024 19.5 21.14
08-07-2024 19.44 21.07
05-07-2024 19.48 21.12
04-07-2024 19.45 21.08
03-07-2024 19.41 21.04
02-07-2024 19.32 20.94
01-07-2024 19.32 20.95
28-06-2024 19.2 20.81
27-06-2024 19.22 20.83
26-06-2024 19.15 20.76

Fund Launch Date: 20/Jul/2018
Fund Category: Aggressive Hybrid Fund
Investment 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.
Fund Description: An open-ended hybrid scheme investing predominantly in equity and equity related instruments
Fund Benchmark: CRISIL Hybrid 35+65 - Aggressive Index
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.