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axis equity hybrid fund direct growth
Axis Equity Hybrid Fund Direct Growth

Axis Equity Hybrid Fund Direct Growth

  • Very High Risk
  • Allocation
  • Aggressive Allocation
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NAV as on Jul 4, 2025
i
Price per unit of the scheme.
22.67000.44%1 Day Change
2.16%
Minimum Investment₹500
Expense Ratio0.92%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
2
Scheme Rating

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

This Fund
Axis Equity Hybrid Fund Direct Growth
VS


No Data Found.
*For the other fund, rescaled NAVs are used
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bt_logoRETURN CALCULATOR

Check the return on your investment in the fund
Axis Equity Hybrid Fund Direct Growth
Investment Type
Monthly Investment
Time Period (yrs)
Annual Return in %
  • Invested Amount
    0
  • Return
    0
  • Current Value
    0

bt_logoFUND MANAGER

Ashish Naik
Ashish Naik
i
Lead Fund Manager.
Aug 9, 2018 - Present
  • Fund Manager Rank28Out of 30
    i
    Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
  • Schemes managed14
  • Total AUM90,386.32 Cr
  • Highest Return In 1 Yr8.59 %
Other Funds
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1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
--
₹ 17.14
2.39%
-%
Very High Risk
2,404.24Cr
--
₹ 23.13
3.45%
-%
Very High Risk
1,882.91Cr
--
₹ 20.33
0.65%
0.57%
Low Risk
6,767.43Cr
Axis Business Cycles Fund Direct Growth
Very High Risk--
  • NAV₹ 17.14
  • Fund Size2,404.24Cr
Fund Return2.39%
Category Return--
Axis Nifty 100 Index Fund Direct Growth
Very High Risk--
  • NAV₹ 23.13
  • Fund Size1,882.91Cr
Fund Return3.45%
Category Return--
Axis Arbitrage Direct Growth
Low Risk--
  • NAV₹ 20.33
  • Fund Size6,767.43Cr
Fund Return0.65%
Category Return0.57%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
R Sivakumar
R Sivakumar
i
Lead Fund Manager.
Aug 9, 2018 - Present
  • Schemes managed11
  • Total AUM11,834.03 Cr
  • Highest Return In 1 Yr9.83 %
Other Funds
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1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
--
₹ 20.47
1.59%
-%
Very High Risk
812.97Cr
₹ 32.69
-0.31%
-0.72%
Moderate Risk
1,308.92Cr
Axis Retirement Savings Fund - Conservative Plan Direct Growth
High Risk--
  • NAV₹ 17.55
  • Fund Size61.37Cr
Fund Return0.60%
Category Return--
Axis Retirement Savings Fund - Aggressive Plan Direct Growth
Very High Risk--
  • NAV₹ 20.47
  • Fund Size812.97Cr
Fund Return1.59%
Category Return--
Axis Dynamic Bond Fund Direct Plan Growth Option
Moderate Risk
  • NAV₹ 32.69
  • Fund Size1,308.92Cr
Fund Return-0.31%
Category Return-0.72%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Aditya Pagaria
Aditya Pagaria
i
Lead Fund Manager.
Feb 1, 2023 - Present
  • Schemes managed17
  • Total AUM1,06,425.44 Cr
  • Highest Return In 1 Yr31.11 %
Other Funds
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1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
₹ 15.66
0.64%
0.48%
Low to Moderate Risk
6,210.81Cr
Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF Fund of Fund Direct Growth
Moderate Risk--
  • NAV₹ 12.30
  • Fund Size255.99Cr
Fund Return0.62%
Category Return--
Axis Ultra Short Term Fund Direct Growth
Low to Moderate Risk
  • NAV₹ 15.66
  • Fund Size6,210.81Cr
Fund Return0.64%
Category Return0.48%
Axis NIFTY G-Sec September 2032 Index Fund Direct Growth
Moderate Risk--
  • NAV--
  • Fund Size0.00Cr
Fund Return--
Category Return--
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Jayesh Sundar
Jayesh Sundar
i
Lead Fund Manager.
Sep 28, 2023 - Present
  • Schemes managed11
  • Total AUM43,837.68 Cr
  • Highest Return In 1 Yr8.59 %
Other Funds
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1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
₹ 23.52
1.55%
2.04%
Moderately High risk
3,160.82Cr
--
₹ 29.81
1.71%
-%
Very High Risk
908.42Cr
₹ 22.67
2.16%
2.46%
Very High Risk
1,575.64Cr
Axis Balanced Advantage Fund Direct Growth
Moderately High risk
  • NAV₹ 23.52
  • Fund Size3,160.82Cr
Fund Return1.55%
Category Return2.04%
Axis Children's Gift Direct Lock in Growth
Very High Risk--
  • NAV₹ 29.81
  • Fund Size908.42Cr
Fund Return1.71%
Category Return--
Axis Equity Hybrid Fund Direct Growth
Very High Risk
  • NAV₹ 22.67
  • Fund Size1,575.64Cr
Fund Return2.16%
Category Return2.46%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Devang Shah
Devang Shah
i
Lead Fund Manager.
Apr 5, 2024 - Present
  • Schemes managed23
  • Total AUM1,01,945.66 Cr
  • Highest Return In 1 Yr10.40 %
Other Funds
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1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
--
₹ 1,240.46
-1.94%
-1.68%
Moderate Risk
364.09Cr
₹ 35.25
0.46%
0.36%
Moderately High risk
282.74Cr
₹ 32.69
-0.31%
-0.72%
Moderate Risk
1,308.92Cr
Axis Long Duration Fund Direct Growth
Moderate Risk--
  • NAV₹ 1,240.46
  • Fund Size364.09Cr
Fund Return-1.94%
Category Return-1.68%
Axis Regular Saver Fund Direct Plan Growth Option
Moderately High risk
  • NAV₹ 35.25
  • Fund Size282.74Cr
Fund Return0.46%
Category Return0.36%
Axis Dynamic Bond Fund Direct Plan Growth Option
Moderate Risk
  • NAV₹ 32.69
  • Fund Size1,308.92Cr
Fund Return-0.31%
Category Return-0.72%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Krishnaa N
Krishnaa N
i
Lead Fund Manager.
Dec 16, 2024 - Present
  • Schemes managed22
  • Total AUM1,42,179.67 Cr
  • Highest Return In 1 Yr19.36 %
Other Funds
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1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
₹ 36.21
2.93%
3.38%
Very High Risk
14,349.24Cr
--
₹ 23.17
3.30%
3.24%
Very High Risk
1,245.58Cr
₹ 133.14
3.07%
3.42%
Very High Risk
30,501.51Cr
Axis Growth Opportunities Fund Direct Growth
Very High Risk
  • NAV₹ 36.21
  • Fund Size14,349.24Cr
Fund Return2.93%
Category Return3.38%
Axis ESG Equity Fund Direct Growth
Very High Risk--
  • NAV₹ 23.17
  • Fund Size1,245.58Cr
Fund Return3.30%
Category Return3.24%
Axis Midcap Fund Direct Plan Growth
Very High Risk
  • NAV₹ 133.14
  • Fund Size30,501.51Cr
Fund Return3.07%
Category Return3.42%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

bt_logoDETAILED PORTFOLIO

As on May, 2025
EQUITY (75.91%)
DEBT (19.58%)
CASH (4.51%)
Allocation by Market Cap
Large Cap(52.60%)
Mid Cap(9.50%)
Small Cap(11.27%)
Industry Holdings
  • Banks Regional21.18%
  • Information Technology Services7.72%
  • Drug Manufacturers Specialty Generic7.31%
  • Oil Gas Refining Marketing6.04%
  • Telecom Services4.79%
  • Auto Manufacturers4.30%
Stock Holdings
  • HDFC Bank Ltd5.80%
  • ICICI Bank Ltd5.72%
  • Reliance Industries Ltd3.82%
  • Infosys Ltd3.64%
  • Bharti Airtel Ltd3.64%
  • Mahindra & Mahindra Ltd2.43%

bt_logoPERFORMANCE MEASURES

Fund evaluation across critical parameters for better decision making. Study period is 3 years.
  • Consistency
    i
    It represents the consistency of a fund in beating its benchmark.
  • Downside Risk
    i
    Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
  • Risk Adjusted Return
    i
    Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
  • Volatility
    i
    Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
  • Upside Capture Ratio
    i
    Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
  • Downside Capture Ratio
    i
    Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.

bt_logoHISTORICAL RISK MEASURES

Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
  • Alpha: Excess return of the fund over benchmark
    i
    Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
    -1.67
    This Fund
    VS
    1.66
    Category Avg
  • R-Squared: How well the fund tracks benchmark
    i
    R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
    93.08
    This Fund
    VS
    87.54
    Category Avg
  • Beta: Risk of the fund in relation to benchmark
    i
    Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
    1.13
    This Fund
    VS
    1.05
    Category Avg
  • Sharpe Ratio: Risk adjusted return of the fund
    i
    Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
    0.82
    This Fund
    VS
    1.10
    Category Avg
  • Sortino Ratio: Return per unit of bad risk
    i
    A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
    1.41
    This Fund
    VS
    1.92
    Category Avg
  • Standard Devation: Volatility of the fund
    i
    Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
    10.84
    This Fund
    VS
    10.51
    Category Avg
Benchmark used in calculation : S&P BSE 500 India TR INR

bt_logoPEER ANALYSIS

1M
3M
6M
1Y
3Y
5Y
  • card
  • table
Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
₹ 140.50
4.60%
2.46%
Very High Risk
₹ 822.48 Cr
₹ 23.75
4.39%
2.46%
Very High Risk
₹ 120.52 Cr
₹ 338.41
3.33%
2.46%
Very High Risk
₹ 75,639.24 Cr
₹ 30.65
3.25%
2.46%
Very High Risk
₹ 1,705.40 Cr
₹ 73.71
3.10%
2.46%
Very High Risk
₹ 7,413.46 Cr
₹ 1,730.04
3.10%
2.46%
Very High Risk
₹ 7,464.54 Cr
JM Equity Hybrid Fund (Direct) - Growth Option
Very High Risk
  • NAV₹ 140.50
  • Fund Size₹ 822.48 Cr
Fund Return4.60%
Category Return2.46%
Navi Equity Hybrid Fund Direct Growth
Very High Risk
  • NAV₹ 23.75
  • Fund Size₹ 120.52 Cr
Fund Return4.39%
Category Return2.46%
SBI Equity Hybrid Fund Direct Growth
Very High Risk
  • NAV₹ 338.41
  • Fund Size₹ 75,639.24 Cr
Fund Return3.33%
Category Return2.46%
Mahindra Manulife Aggressive Hybrid Fund Direct Growth
Very High Risk
  • NAV₹ 30.65
  • Fund Size₹ 1,705.40 Cr
Fund Return3.25%
Category Return2.46%
Kotak Equity Hybrid Direct Growth
Very High Risk
  • NAV₹ 73.71
  • Fund Size₹ 7,413.46 Cr
Fund Return3.10%
Category Return2.46%
Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Plan Growth
Very High Risk
  • NAV₹ 1,730.04
  • Fund Size₹ 7,464.54 Cr
Fund Return3.10%
Category Return2.46%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

bt_logoTOP FUNDS FROM THIS AMC

1M
3M
6M
1Y
3Y
5Y
  • card
  • table
Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
--
₹ 13.49
5.97%
--
Very High Risk
₹ 131.37 Cr
--
₹ 18.80
5.63%
2.13%
Very High Risk
₹ 107.01 Cr
--
₹ 19.51
5.13%
--
Very High Risk
₹ 487.48 Cr
--
₹ 14.95
5.06%
--
Very High Risk
₹ 518.62 Cr
--
₹ 20.60
4.78%
--
Very High Risk
₹ 897.59 Cr
₹ 125.87
4.28%
3.87%
Very High Risk
₹ 25,062.36 Cr
Axis Nifty IT Index Fund Direct Growth
Very High Risk--
  • NAV₹ 13.49
  • Fund Size₹ 131.37 Cr
1 Month Return5.97%
Category Return--
Axis Silver Fund of Funds Direct Growth
Very High Risk--
  • NAV₹ 18.80
  • Fund Size₹ 107.01 Cr
1 Month Return5.63%
Category Return2.13%
Axis Nifty Smallcap 50 Index Fund Direct Growth
Very High Risk--
  • NAV₹ 19.51
  • Fund Size₹ 487.48 Cr
1 Month Return5.13%
Category Return--
Axis Global Innovation Fund of Fund Direct Growth
Very High Risk--
  • NAV₹ 14.95
  • Fund Size₹ 518.62 Cr
1 Month Return5.06%
Category Return--
Axis Global Equity Alpha Fund of Fund Direct Growth
Very High Risk--
  • NAV₹ 20.60
  • Fund Size₹ 897.59 Cr
1 Month Return4.78%
Category Return--
Axis Small Cap Fund Direct Growth
Very High Risk
  • NAV₹ 125.87
  • Fund Size₹ 25,062.36 Cr
1 Month Return4.28%
Category Return3.87%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

bt_logoABOUT THE AMC

company icon
Axis Asset Management Company Limited
Axis Asset Management Company Limited manages assets worth ₹ 3,36,158.60 crores. It’s current offering of mutual fund schemes includes 33 equity, 30 debt and 12 hybrid schemes.
phone icon
Phone
+91 22 43255161
mail icon
Email
customerservice@axismf.com
aum
AUM
3,36,158.60 Cr (
As on May 31, 2025
)
location
Address
Axis House, 1st Floor, C-2, Wadia International Centre, Mumbai,400 025

bt_logoFAQ's

What is the category of Axis Equity Hybrid Fund Direct Growth ?
The category of Axis Equity Hybrid Fund Direct Growth is Allocation - Aggressive Allocation
What is the current NAV of Axis Equity Hybrid Fund Direct Growth ?
The current NAV of Axis Equity Hybrid Fund Direct Growth as on Jul 04, 2025 is ₹22.67
How safe is Axis Equity Hybrid Fund Direct Growth ?
The risk level of Axis Equity Hybrid Fund Direct Growth is Very High.
What are short term returns given by Axis Equity Hybrid Fund Direct Growth ?
The return given by Axis Equity Hybrid Fund Direct Growth in 1 month is 2.16%, 3 months is 9.25%, 6 months is 3.80%, and 1 year is 7.54%
What are the long term returns given by Axis Equity Hybrid Fund Direct Growth ?
The return given by Axis Equity Hybrid Fund Direct Growth in 3 years is 15.61% and 5 years is 16.46%.
What is the expense ratio of Axis Equity Hybrid Fund Direct Growth ?
The expense ratio of Axis Equity Hybrid Fund Direct Growth is 0.92%
What is the AUM of Axis Equity Hybrid Fund Direct Growth ?
The assets under Management (AUM) of Axis Equity Hybrid Fund Direct Growth is Rs 1,575.64 crores.
What is the minimum investment in Axis Equity Hybrid Fund Direct Growth ?
The minimum Lumpsum investment in Axis Equity Hybrid Fund Direct Growth is ₹500.00 and the minimum SIP investment in Axis Equity Hybrid Fund Direct Growth is ₹1,000.00
What is the asset allocation of Axis Equity Hybrid Fund Direct Growth?
Axis Equity Hybrid Fund Direct Growth has an exposure of 75.91% in Equity, 19.58% in Debt and 4.51% in Cash & Money Market Securities