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Axis Equity Hybrid Fund Direct Growth

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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 Feb 25, 2025
i
Price per unit of the scheme.
₹ 20.3100 0.00% 1 Day Change
-2.40%
Minimum Investment ₹500
Expense Ratio 0.92%

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
*Morningstar Rating Methodologyi

RISK-O-METER

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

FUND PERFORMANCE

(As On --)
Compare fund’s performance against category average across different time periods
1M 3M 6M 1Y 3Y 5Y
-- Out of -- funds in the category
Category Avg Return
--
Fund Return
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

FUND COMPARISON

This Fund
Axis Equity Hybrid Fund Direct Growth
VS
Allocation: Aggressive Allocation Average NAV
Topper in Allocation: Aggressive Allocation
All Fund
*For the other fund, rescaled NAVs are used
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RETURN CALCULATOR

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

FUND SUMMARY

Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
Expense Ratio
0.92 %
Category Avg Expense Ratio
1.07%
Minimum Investment (Lumpsum/SIP)
₹500/₹1000
Lock In (Years)
No Lock-in
Fund Size
₹ 1,529.76 Cr(As on Jan, 2025)
Inception Date
Aug 9, 2018
Turnover
0.00 %
Exit Load
If redeemed/ switched out on or before 12 months from the date of allotment: For 10% of investment Nil. For remaining investment 1%. If redeemed/ switched out after 12 months from the date of allotment Nil.

ABOUT THE FUND

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.

Axis Equity Hybrid Fund Direct Growth is an Allocation - Aggressive Allocation fund. The fund was launched in Aug 9, 2018. Its risk level is Very High. The NAV of the fund as on Feb 25, 2025 is ₹20.31. Its expense ratio is 0.92 %. The fund has an AUM of ₹1,529.76 Cr.The fund is managed by R Sivakumar, Aditya Pagaria, Ashish Naik, Jayesh Sundar, Devang Shah, Krishnaa N. The minimum initial investment is ₹500 in Lumpsum mode.

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FUND MANAGER

Ashish Naik
i
Lead Fund Manager.
Aug 9, 2018- Present
  • Fund Manager Rank 25 Out 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 managed 14
  • Total AUM ₹ 86,452.44 Cr
  • Highest Return In 1 Yr 11.63 %
Other Funds
  • table
  • card
1M 3M 6M 1Y 3Y 5Y
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Business Cycles Fund Direct Growth Axis Business Cycles Fund Direct Growth
--
₹14.65
-5.85%
--
Very High Risk
₹2,397.21Cr
Axis Nifty 100 Index Fund Direct Growth Axis Nifty 100 Index Fund Direct Growth
--
₹20.32
-2.72%
--
Very High Risk
₹1,680.51Cr
Axis Arbitrage Direct Growth Axis Arbitrage Direct Growth
--
₹19.78
0.52%
0.22%
Low Risk
₹5,848.46Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Business Cycles Fund Direct Growth Axis Business Cycles Fund Direct Growth
--
₹14.65
-11.27%
--
Very High Risk
₹2,397.21Cr
Axis Nifty 100 Index Fund Direct Growth Axis Nifty 100 Index Fund Direct Growth
--
₹20.32
-7.86%
--
Very High Risk
₹1,680.51Cr
Axis Arbitrage Direct Growth Axis Arbitrage Direct Growth
--
₹19.78
1.77%
1.38%
Low Risk
₹5,848.46Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Business Cycles Fund Direct Growth Axis Business Cycles Fund Direct Growth
--
₹14.65
-13.67%
--
Very High Risk
₹2,397.21Cr
Axis Nifty 100 Index Fund Direct Growth Axis Nifty 100 Index Fund Direct Growth
--
₹20.32
-11.01%
--
Very High Risk
₹1,680.51Cr
Axis Arbitrage Direct Growth Axis Arbitrage Direct Growth
--
₹19.78
3.63%
2.91%
Low Risk
₹5,848.46Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Business Cycles Fund Direct Growth Axis Business Cycles Fund Direct Growth
₹14.65
2.52%
--
Very High Risk
₹2,397.21Cr
Axis Nifty 100 Index Fund Direct Growth Axis Nifty 100 Index Fund Direct Growth
₹20.32
1.94%
--
Very High Risk
₹1,680.51Cr
Axis Arbitrage Direct Growth Axis Arbitrage Direct Growth
₹19.78
7.84%
6.75%
Low Risk
₹5,848.46Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Business Cycles Fund Direct Growth Axis Business Cycles Fund Direct Growth
--
₹14.65
--
--
Very High Risk
₹2,397.21Cr
Axis Nifty 100 Index Fund Direct Growth Axis Nifty 100 Index Fund Direct Growth
--
₹20.32
11.85%
--
Very High Risk
₹1,680.51Cr
Axis Arbitrage Direct Growth Axis Arbitrage Direct Growth
--
₹19.78
6.97%
6.24%
Low Risk
₹5,848.46Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Business Cycles Fund Direct Growth Axis Business Cycles Fund Direct Growth
--
₹14.65
--
--
Very High Risk
₹2,397.21Cr
Axis Nifty 100 Index Fund Direct Growth Axis Nifty 100 Index Fund Direct Growth
--
₹20.32
15.01%
--
Very High Risk
₹1,680.51Cr
Axis Arbitrage Direct Growth Axis Arbitrage Direct Growth
--
₹19.78
6.08%
5.27%
Low Risk
₹5,848.46Cr
1M 3M 6M 1Y 3Y 5Y
Axis Business Cycles Fund Direct Growth Axis Business Cycles Fund Direct Growth
Very High Risk --
  • NAV ₹14.65
  • Fund Size ₹2,397.21Cr
Fund Return -5.85%
Category Return --
Axis Nifty 100 Index Fund Direct Growth Axis Nifty 100 Index Fund Direct Growth
Very High Risk --
  • NAV ₹20.32
  • Fund Size ₹1,680.51Cr
Fund Return -2.72%
Category Return --
Axis Arbitrage Direct Growth Axis Arbitrage Direct Growth
Low Risk --
  • NAV ₹19.78
  • Fund Size ₹5,848.46Cr
Fund Return 0.52%
Category Return 0.22%
Axis Business Cycles Fund Direct Growth Axis Business Cycles Fund Direct Growth
Very High Risk --
  • NAV ₹14.65
  • Fund Size ₹2,397.21Cr
Fund Return -11.27%
Category Return --
Axis Nifty 100 Index Fund Direct Growth Axis Nifty 100 Index Fund Direct Growth
Very High Risk --
  • NAV ₹20.32
  • Fund Size ₹1,680.51Cr
Fund Return -7.86%
Category Return --
Axis Arbitrage Direct Growth Axis Arbitrage Direct Growth
Low Risk --
  • NAV ₹19.78
  • Fund Size ₹5,848.46Cr
Fund Return 1.77%
Category Return 1.38%
Axis Business Cycles Fund Direct Growth Axis Business Cycles Fund Direct Growth
Very High Risk --
  • NAV ₹14.65
  • Fund Size ₹2,397.21Cr
Fund Return -13.67%
Category Return --
Axis Nifty 100 Index Fund Direct Growth Axis Nifty 100 Index Fund Direct Growth
Very High Risk --
  • NAV ₹20.32
  • Fund Size ₹1,680.51Cr
Fund Return -11.01%
Category Return --
Axis Arbitrage Direct Growth Axis Arbitrage Direct Growth
Low Risk --
  • NAV ₹19.78
  • Fund Size ₹5,848.46Cr
Fund Return 3.63%
Category Return 2.91%
Axis Business Cycles Fund Direct Growth Axis Business Cycles Fund Direct Growth
Very High Risk --
  • NAV ₹14.65
  • Fund Size ₹2,397.21Cr
Fund Return 2.52%
Category Return --
Axis Nifty 100 Index Fund Direct Growth Axis Nifty 100 Index Fund Direct Growth
Very High Risk --
  • NAV ₹20.32
  • Fund Size ₹1,680.51Cr
Fund Return 1.94%
Category Return --
Axis Arbitrage Direct Growth Axis Arbitrage Direct Growth
Low Risk --
  • NAV ₹19.78
  • Fund Size ₹5,848.46Cr
Fund Return 7.84%
Category Return 6.75%
Axis Business Cycles Fund Direct Growth Axis Business Cycles Fund Direct Growth
Very High Risk --
  • NAV ₹14.65
  • Fund Size ₹2,397.21Cr
Fund Return --
Category Return --
Axis Nifty 100 Index Fund Direct Growth Axis Nifty 100 Index Fund Direct Growth
Very High Risk --
  • NAV ₹20.32
  • Fund Size ₹1,680.51Cr
Fund Return 11.85%
Category Return --
Axis Arbitrage Direct Growth Axis Arbitrage Direct Growth
Low Risk --
  • NAV ₹19.78
  • Fund Size ₹5,848.46Cr
Fund Return 6.97%
Category Return 6.24%
Axis Business Cycles Fund Direct Growth Axis Business Cycles Fund Direct Growth
Very High Risk --
  • NAV ₹14.65
  • Fund Size ₹2,397.21Cr
Fund Return --
Category Return --
Axis Nifty 100 Index Fund Direct Growth Axis Nifty 100 Index Fund Direct Growth
Very High Risk --
  • NAV ₹20.32
  • Fund Size ₹1,680.51Cr
Fund Return 15.01%
Category Return --
Axis Arbitrage Direct Growth Axis Arbitrage Direct Growth
Low Risk --
  • NAV ₹19.78
  • Fund Size ₹5,848.46Cr
Fund Return 6.08%
Category Return 5.27%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
R Sivakumar
Aug 9, 2018- Present
  • Schemes managed 11
  • Total AUM ₹ 10,938.40 Cr
  • Highest Return In 1 Yr 10.27 %
Other Funds
  • table
  • card
1M 3M 6M 1Y 3Y 5Y
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Retirement Savings Fund - Conservative Plan Direct Growth Axis Retirement Savings Fund - Conservative Plan Direct Growth
--
₹16.36
-1.93%
--
High Risk
₹64.51Cr
Axis Retirement Savings Fund - Aggressive Plan Direct Growth Axis Retirement Savings Fund - Aggressive Plan Direct Growth
--
₹18.21
-2.78%
--
Very High Risk
₹825.61Cr
Axis Dynamic Bond Fund Direct Plan Growth Option Axis Dynamic Bond Fund Direct Plan Growth Option
₹31.23
0.07%
0.08%
Moderate Risk
₹1,366.81Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Retirement Savings Fund - Conservative Plan Direct Growth Axis Retirement Savings Fund - Conservative Plan Direct Growth
--
₹16.36
-3.00%
--
High Risk
₹64.51Cr
Axis Retirement Savings Fund - Aggressive Plan Direct Growth Axis Retirement Savings Fund - Aggressive Plan Direct Growth
--
₹18.21
-7.23%
--
Very High Risk
₹825.61Cr
Axis Dynamic Bond Fund Direct Plan Growth Option Axis Dynamic Bond Fund Direct Plan Growth Option
₹31.23
1.57%
1.22%
Moderate Risk
₹1,366.81Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Retirement Savings Fund - Conservative Plan Direct Growth Axis Retirement Savings Fund - Conservative Plan Direct Growth
--
₹16.36
-2.45%
--
High Risk
₹64.51Cr
Axis Retirement Savings Fund - Aggressive Plan Direct Growth Axis Retirement Savings Fund - Aggressive Plan Direct Growth
--
₹18.21
-8.03%
--
Very High Risk
₹825.61Cr
Axis Dynamic Bond Fund Direct Plan Growth Option Axis Dynamic Bond Fund Direct Plan Growth Option
₹31.23
3.14%
2.66%
Moderate Risk
₹1,366.81Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Retirement Savings Fund - Conservative Plan Direct Growth Axis Retirement Savings Fund - Conservative Plan Direct Growth
₹16.36
4.57%
--
High Risk
₹64.51Cr
Axis Retirement Savings Fund - Aggressive Plan Direct Growth Axis Retirement Savings Fund - Aggressive Plan Direct Growth
₹18.21
7.75%
--
Very High Risk
₹825.61Cr
Axis Dynamic Bond Fund Direct Plan Growth Option Axis Dynamic Bond Fund Direct Plan Growth Option
₹31.23
7.91%
7.16%
Moderate Risk
₹1,366.81Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Retirement Savings Fund - Conservative Plan Direct Growth Axis Retirement Savings Fund - Conservative Plan Direct Growth
--
₹16.36
8.45%
--
High Risk
₹64.51Cr
Axis Retirement Savings Fund - Aggressive Plan Direct Growth Axis Retirement Savings Fund - Aggressive Plan Direct Growth
--
₹18.21
11.80%
--
Very High Risk
₹825.61Cr
Axis Dynamic Bond Fund Direct Plan Growth Option Axis Dynamic Bond Fund Direct Plan Growth Option
₹31.23
6.27%
6.36%
Moderate Risk
₹1,366.81Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Retirement Savings Fund - Conservative Plan Direct Growth Axis Retirement Savings Fund - Conservative Plan Direct Growth
--
₹16.36
9.57%
--
High Risk
₹64.51Cr
Axis Retirement Savings Fund - Aggressive Plan Direct Growth Axis Retirement Savings Fund - Aggressive Plan Direct Growth
--
₹18.21
12.01%
--
Very High Risk
₹825.61Cr
Axis Dynamic Bond Fund Direct Plan Growth Option Axis Dynamic Bond Fund Direct Plan Growth Option
₹31.23
6.44%
5.96%
Moderate Risk
₹1,366.81Cr
1M 3M 6M 1Y 3Y 5Y
Axis Retirement Savings Fund - Conservative Plan Direct Growth Axis Retirement Savings Fund - Conservative Plan Direct Growth
High Risk --
  • NAV ₹16.36
  • Fund Size ₹64.51Cr
Fund Return -1.93%
Category Return --
Axis Retirement Savings Fund - Aggressive Plan Direct Growth Axis Retirement Savings Fund - Aggressive Plan Direct Growth
Very High Risk --
  • NAV ₹18.21
  • Fund Size ₹825.61Cr
Fund Return -2.78%
Category Return --
Axis Dynamic Bond Fund Direct Plan Growth Option Axis Dynamic Bond Fund Direct Plan Growth Option
Moderate Risk
  • NAV ₹31.23
  • Fund Size ₹1,366.81Cr
Fund Return 0.07%
Category Return 0.08%
Axis Retirement Savings Fund - Conservative Plan Direct Growth Axis Retirement Savings Fund - Conservative Plan Direct Growth
High Risk --
  • NAV ₹16.36
  • Fund Size ₹64.51Cr
Fund Return -3.00%
Category Return --
Axis Retirement Savings Fund - Aggressive Plan Direct Growth Axis Retirement Savings Fund - Aggressive Plan Direct Growth
Very High Risk --
  • NAV ₹18.21
  • Fund Size ₹825.61Cr
Fund Return -7.23%
Category Return --
Axis Dynamic Bond Fund Direct Plan Growth Option Axis Dynamic Bond Fund Direct Plan Growth Option
Moderate Risk
  • NAV ₹31.23
  • Fund Size ₹1,366.81Cr
Fund Return 1.57%
Category Return 1.22%
Axis Retirement Savings Fund - Conservative Plan Direct Growth Axis Retirement Savings Fund - Conservative Plan Direct Growth
High Risk --
  • NAV ₹16.36
  • Fund Size ₹64.51Cr
Fund Return -2.45%
Category Return --
Axis Retirement Savings Fund - Aggressive Plan Direct Growth Axis Retirement Savings Fund - Aggressive Plan Direct Growth
Very High Risk --
  • NAV ₹18.21
  • Fund Size ₹825.61Cr
Fund Return -8.03%
Category Return --
Axis Dynamic Bond Fund Direct Plan Growth Option Axis Dynamic Bond Fund Direct Plan Growth Option
Moderate Risk
  • NAV ₹31.23
  • Fund Size ₹1,366.81Cr
Fund Return 3.14%
Category Return 2.66%
Axis Retirement Savings Fund - Conservative Plan Direct Growth Axis Retirement Savings Fund - Conservative Plan Direct Growth
High Risk --
  • NAV ₹16.36
  • Fund Size ₹64.51Cr
Fund Return 4.57%
Category Return --
Axis Retirement Savings Fund - Aggressive Plan Direct Growth Axis Retirement Savings Fund - Aggressive Plan Direct Growth
Very High Risk --
  • NAV ₹18.21
  • Fund Size ₹825.61Cr
Fund Return 7.75%
Category Return --
Axis Dynamic Bond Fund Direct Plan Growth Option Axis Dynamic Bond Fund Direct Plan Growth Option
Moderate Risk
  • NAV ₹31.23
  • Fund Size ₹1,366.81Cr
Fund Return 7.91%
Category Return 7.16%
Axis Retirement Savings Fund - Conservative Plan Direct Growth Axis Retirement Savings Fund - Conservative Plan Direct Growth
High Risk --
  • NAV ₹16.36
  • Fund Size ₹64.51Cr
Fund Return 8.45%
Category Return --
Axis Retirement Savings Fund - Aggressive Plan Direct Growth Axis Retirement Savings Fund - Aggressive Plan Direct Growth
Very High Risk --
  • NAV ₹18.21
  • Fund Size ₹825.61Cr
Fund Return 11.80%
Category Return --
Axis Dynamic Bond Fund Direct Plan Growth Option Axis Dynamic Bond Fund Direct Plan Growth Option
Moderate Risk
  • NAV ₹31.23
  • Fund Size ₹1,366.81Cr
Fund Return 6.27%
Category Return 6.36%
Axis Retirement Savings Fund - Conservative Plan Direct Growth Axis Retirement Savings Fund - Conservative Plan Direct Growth
High Risk --
  • NAV ₹16.36
  • Fund Size ₹64.51Cr
Fund Return 9.57%
Category Return --
Axis Retirement Savings Fund - Aggressive Plan Direct Growth Axis Retirement Savings Fund - Aggressive Plan Direct Growth
Very High Risk --
  • NAV ₹18.21
  • Fund Size ₹825.61Cr
Fund Return 12.01%
Category Return --
Axis Dynamic Bond Fund Direct Plan Growth Option Axis Dynamic Bond Fund Direct Plan Growth Option
Moderate Risk
  • NAV ₹31.23
  • Fund Size ₹1,366.81Cr
Fund Return 6.44%
Category Return 5.96%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Aditya Pagaria
Feb 1, 2023- Present
  • Schemes managed 17
  • Total AUM ₹ 1,09,548.07 Cr
  • Highest Return In 1 Yr 38.35 %
Other Funds
  • table
  • card
1M 3M 6M 1Y 3Y 5Y
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF Fund of Fund Direct Growth Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF Fund of Fund Direct Growth
--
₹12.00
1.37%
--
Moderate Risk
₹275.37Cr
Axis Ultra Short Term Fund Direct Growth Axis Ultra Short Term Fund Direct Growth
₹15.19
0.66%
0.52%
Low to Moderate Risk
₹5,681.17Cr
Axis NIFTY G-Sec September 2032 Index Fund Direct Growth Axis NIFTY G-Sec September 2032 Index Fund Direct Growth
--
--
--
--
Moderate Risk
--
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF Fund of Fund Direct Growth Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF Fund of Fund Direct Growth
--
₹12.00
2.36%
--
Moderate Risk
₹275.37Cr
Axis Ultra Short Term Fund Direct Growth Axis Ultra Short Term Fund Direct Growth
₹15.19
1.82%
1.43%
Low to Moderate Risk
₹5,681.17Cr
Axis NIFTY G-Sec September 2032 Index Fund Direct Growth Axis NIFTY G-Sec September 2032 Index Fund Direct Growth
--
--
--
--
Moderate Risk
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF Fund of Fund Direct Growth Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF Fund of Fund Direct Growth
--
₹12.00
4.56%
--
Moderate Risk
₹275.37Cr
Axis Ultra Short Term Fund Direct Growth Axis Ultra Short Term Fund Direct Growth
₹15.19
3.80%
3.21%
Low to Moderate Risk
₹5,681.17Cr
Axis NIFTY G-Sec September 2032 Index Fund Direct Growth Axis NIFTY G-Sec September 2032 Index Fund Direct Growth
--
--
--
--
Moderate Risk
--
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF Fund of Fund Direct Growth Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF Fund of Fund Direct Growth
₹12.00
7.95%
--
Moderate Risk
₹275.37Cr
Axis Ultra Short Term Fund Direct Growth Axis Ultra Short Term Fund Direct Growth
₹15.19
7.86%
6.81%
Low to Moderate Risk
₹5,681.17Cr
Axis NIFTY G-Sec September 2032 Index Fund Direct Growth Axis NIFTY G-Sec September 2032 Index Fund Direct Growth
--
--
--
Moderate Risk
--
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF Fund of Fund Direct Growth Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF Fund of Fund Direct Growth
--
₹12.00
5.73%
--
Moderate Risk
₹275.37Cr
Axis Ultra Short Term Fund Direct Growth Axis Ultra Short Term Fund Direct Growth
₹15.19
6.97%
6.17%
Low to Moderate Risk
₹5,681.17Cr
Axis NIFTY G-Sec September 2032 Index Fund Direct Growth Axis NIFTY G-Sec September 2032 Index Fund Direct Growth
--
--
--
--
Moderate Risk
₹--
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF Fund of Fund Direct Growth Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF Fund of Fund Direct Growth
--
₹12.00
--
--
Moderate Risk
₹275.37Cr
Axis Ultra Short Term Fund Direct Growth Axis Ultra Short Term Fund Direct Growth
₹15.19
6.14%
5.36%
Low to Moderate Risk
₹5,681.17Cr
Axis NIFTY G-Sec September 2032 Index Fund Direct Growth Axis NIFTY G-Sec September 2032 Index Fund Direct Growth
--
--
--
--
Moderate Risk
--
1M 3M 6M 1Y 3Y 5Y
Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF Fund of Fund Direct Growth Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF Fund of Fund Direct Growth
Moderate Risk --
  • NAV ₹12.00
  • Fund Size ₹275.37Cr
Fund Return 1.37%
Category Return --
Axis Ultra Short Term Fund Direct Growth Axis Ultra Short Term Fund Direct Growth
Low to Moderate Risk
  • NAV ₹15.19
  • Fund Size ₹5,681.17Cr
Fund Return 0.66%
Category Return 0.52%
Axis NIFTY G-Sec September 2032 Index Fund Direct Growth Axis NIFTY G-Sec September 2032 Index Fund Direct Growth
Moderate Risk --
  • NAV --
  • Fund Size --
Fund Return --
Category Return --
Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF Fund of Fund Direct Growth Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF Fund of Fund Direct Growth
Moderate Risk --
  • NAV ₹12.00
  • Fund Size ₹275.37Cr
Fund Return 2.36%
Category Return --
Axis Ultra Short Term Fund Direct Growth Axis Ultra Short Term Fund Direct Growth
Low to Moderate Risk
  • NAV ₹15.19
  • Fund Size ₹5,681.17Cr
Fund Return 1.82%
Category Return 1.43%
Axis NIFTY G-Sec September 2032 Index Fund Direct Growth Axis NIFTY G-Sec September 2032 Index Fund Direct Growth
Moderate Risk --
  • NAV --
  • Fund Size --
Fund Return --
Category Return --
Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF Fund of Fund Direct Growth Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF Fund of Fund Direct Growth
Moderate Risk --
  • NAV ₹12.00
  • Fund Size ₹275.37Cr
Fund Return 4.56%
Category Return --
Axis Ultra Short Term Fund Direct Growth Axis Ultra Short Term Fund Direct Growth
Low to Moderate Risk
  • NAV ₹15.19
  • Fund Size ₹5,681.17Cr
Fund Return 3.80%
Category Return 3.21%
Axis NIFTY G-Sec September 2032 Index Fund Direct Growth Axis NIFTY G-Sec September 2032 Index Fund Direct Growth
Moderate Risk --
  • NAV --
  • Fund Size --
Fund Return --
Category Return --
Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF Fund of Fund Direct Growth Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF Fund of Fund Direct Growth
Moderate Risk --
  • NAV ₹12.00
  • Fund Size ₹275.37Cr
Fund Return 7.95%
Category Return --
Axis Ultra Short Term Fund Direct Growth Axis Ultra Short Term Fund Direct Growth
Low to Moderate Risk
  • NAV ₹15.19
  • Fund Size ₹5,681.17Cr
Fund Return 7.86%
Category Return 6.81%
Axis NIFTY G-Sec September 2032 Index Fund Direct Growth Axis NIFTY G-Sec September 2032 Index Fund Direct Growth
Moderate Risk --
  • NAV --
  • Fund Size --
Fund Return --
Category Return --
Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF Fund of Fund Direct Growth Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF Fund of Fund Direct Growth
Moderate Risk --
  • NAV ₹12.00
  • Fund Size ₹275.37Cr
Fund Return 5.73%
Category Return --
Axis Ultra Short Term Fund Direct Growth Axis Ultra Short Term Fund Direct Growth
Low to Moderate Risk
  • NAV ₹15.19
  • Fund Size ₹5,681.17Cr
Fund Return 6.97%
Category Return 6.17%
Axis NIFTY G-Sec September 2032 Index Fund Direct Growth Axis NIFTY G-Sec September 2032 Index Fund Direct Growth
Moderate Risk --
  • NAV --
  • Fund Size --
Fund Return --
Category Return --
Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF Fund of Fund Direct Growth Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF Fund of Fund Direct Growth
Moderate Risk --
  • NAV ₹12.00
  • Fund Size ₹275.37Cr
Fund Return --
Category Return --
Axis Ultra Short Term Fund Direct Growth Axis Ultra Short Term Fund Direct Growth
Low to Moderate Risk
  • NAV ₹15.19
  • Fund Size ₹5,681.17Cr
Fund Return 6.14%
Category Return 5.36%
Axis NIFTY G-Sec September 2032 Index Fund Direct Growth Axis NIFTY G-Sec September 2032 Index Fund Direct Growth
Moderate Risk --
  • NAV --
  • Fund Size --
Fund Return --
Category Return --
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Jayesh Sundar
Sep 28, 2023- Present
  • Schemes managed 11
  • Total AUM ₹ 41,972.28 Cr
  • Highest Return In 1 Yr 10.27 %
Other Funds
  • table
  • card
1M 3M 6M 1Y 3Y 5Y
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Balanced Advantage Fund Direct Growth Axis Balanced Advantage Fund Direct Growth
₹21.68
-1.36%
-2.46%
Moderately High risk
₹2,652.06Cr
Axis Children's Gift Direct Lock in Growth Axis Children's Gift Direct Lock in Growth
--
₹26.81
-2.30%
--
Very High Risk
₹868.75Cr
Axis Equity Hybrid Fund Direct Growth Axis Equity Hybrid Fund Direct Growth
₹20.31
-2.40%
-3.28%
Very High Risk
₹1,529.76Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Balanced Advantage Fund Direct Growth Axis Balanced Advantage Fund Direct Growth
₹21.68
-3.64%
-5.41%
Moderately High risk
₹2,652.06Cr
Axis Children's Gift Direct Lock in Growth Axis Children's Gift Direct Lock in Growth
--
₹26.81
-6.83%
--
Very High Risk
₹868.75Cr
Axis Equity Hybrid Fund Direct Growth Axis Equity Hybrid Fund Direct Growth
₹20.31
-7.01%
-7.36%
Very High Risk
₹1,529.76Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Balanced Advantage Fund Direct Growth Axis Balanced Advantage Fund Direct Growth
₹21.68
-2.39%
-6.73%
Moderately High risk
₹2,652.06Cr
Axis Children's Gift Direct Lock in Growth Axis Children's Gift Direct Lock in Growth
--
₹26.81
-6.44%
--
Very High Risk
₹868.75Cr
Axis Equity Hybrid Fund Direct Growth Axis Equity Hybrid Fund Direct Growth
₹20.31
-7.09%
-8.68%
Very High Risk
₹1,529.76Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Balanced Advantage Fund Direct Growth Axis Balanced Advantage Fund Direct Growth
₹21.68
10.27%
3.14%
Moderately High risk
₹2,652.06Cr
Axis Children's Gift Direct Lock in Growth Axis Children's Gift Direct Lock in Growth
₹26.81
8.07%
--
Very High Risk
₹868.75Cr
Axis Equity Hybrid Fund Direct Growth Axis Equity Hybrid Fund Direct Growth
₹20.31
7.75%
4.76%
Very High Risk
₹1,529.76Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Balanced Advantage Fund Direct Growth Axis Balanced Advantage Fund Direct Growth
₹21.68
13.44%
10.86%
Moderately High risk
₹2,652.06Cr
Axis Children's Gift Direct Lock in Growth Axis Children's Gift Direct Lock in Growth
--
₹26.81
7.63%
--
Very High Risk
₹868.75Cr
Axis Equity Hybrid Fund Direct Growth Axis Equity Hybrid Fund Direct Growth
₹20.31
8.96%
12.87%
Very High Risk
₹1,529.76Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Balanced Advantage Fund Direct Growth Axis Balanced Advantage Fund Direct Growth
₹21.68
12.56%
11.31%
Moderately High risk
₹2,652.06Cr
Axis Children's Gift Direct Lock in Growth Axis Children's Gift Direct Lock in Growth
--
₹26.81
11.59%
--
Very High Risk
₹868.75Cr
Axis Equity Hybrid Fund Direct Growth Axis Equity Hybrid Fund Direct Growth
₹20.31
11.85%
14.97%
Very High Risk
₹1,529.76Cr
1M 3M 6M 1Y 3Y 5Y
Axis Balanced Advantage Fund Direct Growth Axis Balanced Advantage Fund Direct Growth
Moderately High risk
  • NAV ₹21.68
  • Fund Size ₹2,652.06Cr
Fund Return -1.36%
Category Return -2.46%
Axis Children's Gift Direct Lock in Growth Axis Children's Gift Direct Lock in Growth
Very High Risk --
  • NAV ₹26.81
  • Fund Size ₹868.75Cr
Fund Return -2.30%
Category Return --
Axis Equity Hybrid Fund Direct Growth Axis Equity Hybrid Fund Direct Growth
Very High Risk
  • NAV ₹20.31
  • Fund Size ₹1,529.76Cr
Fund Return -2.40%
Category Return -3.28%
Axis Balanced Advantage Fund Direct Growth Axis Balanced Advantage Fund Direct Growth
Moderately High risk
  • NAV ₹21.68
  • Fund Size ₹2,652.06Cr
Fund Return -3.64%
Category Return -5.41%
Axis Children's Gift Direct Lock in Growth Axis Children's Gift Direct Lock in Growth
Very High Risk --
  • NAV ₹26.81
  • Fund Size ₹868.75Cr
Fund Return -6.83%
Category Return --
Axis Equity Hybrid Fund Direct Growth Axis Equity Hybrid Fund Direct Growth
Very High Risk
  • NAV ₹20.31
  • Fund Size ₹1,529.76Cr
Fund Return -7.01%
Category Return -7.36%
Axis Balanced Advantage Fund Direct Growth Axis Balanced Advantage Fund Direct Growth
Moderately High risk
  • NAV ₹21.68
  • Fund Size ₹2,652.06Cr
Fund Return -2.39%
Category Return -6.73%
Axis Children's Gift Direct Lock in Growth Axis Children's Gift Direct Lock in Growth
Very High Risk --
  • NAV ₹26.81
  • Fund Size ₹868.75Cr
Fund Return -6.44%
Category Return --
Axis Equity Hybrid Fund Direct Growth Axis Equity Hybrid Fund Direct Growth
Very High Risk
  • NAV ₹20.31
  • Fund Size ₹1,529.76Cr
Fund Return -7.09%
Category Return -8.68%
Axis Balanced Advantage Fund Direct Growth Axis Balanced Advantage Fund Direct Growth
Moderately High risk
  • NAV ₹21.68
  • Fund Size ₹2,652.06Cr
Fund Return 10.27%
Category Return 3.14%
Axis Children's Gift Direct Lock in Growth Axis Children's Gift Direct Lock in Growth
Very High Risk --
  • NAV ₹26.81
  • Fund Size ₹868.75Cr
Fund Return 8.07%
Category Return --
Axis Equity Hybrid Fund Direct Growth Axis Equity Hybrid Fund Direct Growth
Very High Risk
  • NAV ₹20.31
  • Fund Size ₹1,529.76Cr
Fund Return 7.75%
Category Return 4.76%
Axis Balanced Advantage Fund Direct Growth Axis Balanced Advantage Fund Direct Growth
Moderately High risk
  • NAV ₹21.68
  • Fund Size ₹2,652.06Cr
Fund Return 13.44%
Category Return 10.86%
Axis Children's Gift Direct Lock in Growth Axis Children's Gift Direct Lock in Growth
Very High Risk --
  • NAV ₹26.81
  • Fund Size ₹868.75Cr
Fund Return 7.63%
Category Return --
Axis Equity Hybrid Fund Direct Growth Axis Equity Hybrid Fund Direct Growth
Very High Risk
  • NAV ₹20.31
  • Fund Size ₹1,529.76Cr
Fund Return 8.96%
Category Return 12.87%
Axis Balanced Advantage Fund Direct Growth Axis Balanced Advantage Fund Direct Growth
Moderately High risk
  • NAV ₹21.68
  • Fund Size ₹2,652.06Cr
Fund Return 12.56%
Category Return 11.31%
Axis Children's Gift Direct Lock in Growth Axis Children's Gift Direct Lock in Growth
Very High Risk --
  • NAV ₹26.81
  • Fund Size ₹868.75Cr
Fund Return 11.59%
Category Return --
Axis Equity Hybrid Fund Direct Growth Axis Equity Hybrid Fund Direct Growth
Very High Risk
  • NAV ₹20.31
  • Fund Size ₹1,529.76Cr
Fund Return 11.85%
Category Return 14.97%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Devang Shah
Apr 5, 2024- Present
  • Schemes managed 23
  • Total AUM ₹ 1,03,023.97 Cr
  • Highest Return In 1 Yr 10.27 %
Other Funds
  • table
  • card
1M 3M 6M 1Y 3Y 5Y
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Long Duration Fund Direct Growth Axis Long Duration Fund Direct Growth
--
₹1,205.51
0.52%
0.26%
Moderate Risk
₹528.62Cr
Axis Regular Saver Fund Direct Plan Growth Option Axis Regular Saver Fund Direct Plan Growth Option
₹33.28
0.03%
0.85%
Moderately High risk
₹266.92Cr
Axis Dynamic Bond Fund Direct Plan Growth Option Axis Dynamic Bond Fund Direct Plan Growth Option
₹31.23
0.07%
0.08%
Moderate Risk
₹1,366.81Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Long Duration Fund Direct Growth Axis Long Duration Fund Direct Growth
--
₹1,205.51
1.04%
0.98%
Moderate Risk
₹528.62Cr
Axis Regular Saver Fund Direct Plan Growth Option Axis Regular Saver Fund Direct Plan Growth Option
₹33.28
0.13%
-1.46%
Moderately High risk
₹266.92Cr
Axis Dynamic Bond Fund Direct Plan Growth Option Axis Dynamic Bond Fund Direct Plan Growth Option
₹31.23
1.57%
1.22%
Moderate Risk
₹1,366.81Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Long Duration Fund Direct Growth Axis Long Duration Fund Direct Growth
--
₹1,205.51
2.04%
2.08%
Moderate Risk
₹528.62Cr
Axis Regular Saver Fund Direct Plan Growth Option Axis Regular Saver Fund Direct Plan Growth Option
₹33.28
0.70%
0.63%
Moderately High risk
₹266.92Cr
Axis Dynamic Bond Fund Direct Plan Growth Option Axis Dynamic Bond Fund Direct Plan Growth Option
₹31.23
3.14%
2.66%
Moderate Risk
₹1,366.81Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Long Duration Fund Direct Growth Axis Long Duration Fund Direct Growth
₹1,205.51
8.06%
6.82%
Moderate Risk
₹528.62Cr
Axis Regular Saver Fund Direct Plan Growth Option Axis Regular Saver Fund Direct Plan Growth Option
₹33.28
7.61%
6.27%
Moderately High risk
₹266.92Cr
Axis Dynamic Bond Fund Direct Plan Growth Option Axis Dynamic Bond Fund Direct Plan Growth Option
₹31.23
7.91%
7.16%
Moderate Risk
₹1,366.81Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Long Duration Fund Direct Growth Axis Long Duration Fund Direct Growth
--
₹1,205.51
--
6.70%
Moderate Risk
₹528.62Cr
Axis Regular Saver Fund Direct Plan Growth Option Axis Regular Saver Fund Direct Plan Growth Option
₹33.28
7.22%
8.28%
Moderately High risk
₹266.92Cr
Axis Dynamic Bond Fund Direct Plan Growth Option Axis Dynamic Bond Fund Direct Plan Growth Option
₹31.23
6.27%
6.36%
Moderate Risk
₹1,366.81Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Long Duration Fund Direct Growth Axis Long Duration Fund Direct Growth
--
₹1,205.51
--
5.71%
Moderate Risk
₹528.62Cr
Axis Regular Saver Fund Direct Plan Growth Option Axis Regular Saver Fund Direct Plan Growth Option
₹33.28
8.94%
8.52%
Moderately High risk
₹266.92Cr
Axis Dynamic Bond Fund Direct Plan Growth Option Axis Dynamic Bond Fund Direct Plan Growth Option
₹31.23
6.44%
5.96%
Moderate Risk
₹1,366.81Cr
1M 3M 6M 1Y 3Y 5Y
Axis Long Duration Fund Direct Growth Axis Long Duration Fund Direct Growth
Moderate Risk --
  • NAV ₹1,205.51
  • Fund Size ₹528.62Cr
Fund Return -0.52%
Category Return 0.26%
Axis Regular Saver Fund Direct Plan Growth Option Axis Regular Saver Fund Direct Plan Growth Option
Moderately High risk
  • NAV ₹33.28
  • Fund Size ₹266.92Cr
Fund Return -0.03%
Category Return 0.85%
Axis Dynamic Bond Fund Direct Plan Growth Option Axis Dynamic Bond Fund Direct Plan Growth Option
Moderate Risk
  • NAV ₹31.23
  • Fund Size ₹1,366.81Cr
Fund Return 0.07%
Category Return 0.08%
Axis Long Duration Fund Direct Growth Axis Long Duration Fund Direct Growth
Moderate Risk --
  • NAV ₹1,205.51
  • Fund Size ₹528.62Cr
Fund Return 1.04%
Category Return 0.98%
Axis Regular Saver Fund Direct Plan Growth Option Axis Regular Saver Fund Direct Plan Growth Option
Moderately High risk
  • NAV ₹33.28
  • Fund Size ₹266.92Cr
Fund Return -0.13%
Category Return -1.46%
Axis Dynamic Bond Fund Direct Plan Growth Option Axis Dynamic Bond Fund Direct Plan Growth Option
Moderate Risk
  • NAV ₹31.23
  • Fund Size ₹1,366.81Cr
Fund Return 1.57%
Category Return 1.22%
Axis Long Duration Fund Direct Growth Axis Long Duration Fund Direct Growth
Moderate Risk --
  • NAV ₹1,205.51
  • Fund Size ₹528.62Cr
Fund Return 2.04%
Category Return 2.08%
Axis Regular Saver Fund Direct Plan Growth Option Axis Regular Saver Fund Direct Plan Growth Option
Moderately High risk
  • NAV ₹33.28
  • Fund Size ₹266.92Cr
Fund Return 0.70%
Category Return 0.63%
Axis Dynamic Bond Fund Direct Plan Growth Option Axis Dynamic Bond Fund Direct Plan Growth Option
Moderate Risk
  • NAV ₹31.23
  • Fund Size ₹1,366.81Cr
Fund Return 3.14%
Category Return 2.66%
Axis Long Duration Fund Direct Growth Axis Long Duration Fund Direct Growth
Moderate Risk --
  • NAV ₹1,205.51
  • Fund Size ₹528.62Cr
Fund Return 8.06%
Category Return 6.82%
Axis Regular Saver Fund Direct Plan Growth Option Axis Regular Saver Fund Direct Plan Growth Option
Moderately High risk
  • NAV ₹33.28
  • Fund Size ₹266.92Cr
Fund Return 7.61%
Category Return 6.27%
Axis Dynamic Bond Fund Direct Plan Growth Option Axis Dynamic Bond Fund Direct Plan Growth Option
Moderate Risk
  • NAV ₹31.23
  • Fund Size ₹1,366.81Cr
Fund Return 7.91%
Category Return 7.16%
Axis Long Duration Fund Direct Growth Axis Long Duration Fund Direct Growth
Moderate Risk --
  • NAV ₹1,205.51
  • Fund Size ₹528.62Cr
Fund Return --
Category Return 6.70%
Axis Regular Saver Fund Direct Plan Growth Option Axis Regular Saver Fund Direct Plan Growth Option
Moderately High risk
  • NAV ₹33.28
  • Fund Size ₹266.92Cr
Fund Return 7.22%
Category Return 8.28%
Axis Dynamic Bond Fund Direct Plan Growth Option Axis Dynamic Bond Fund Direct Plan Growth Option
Moderate Risk
  • NAV ₹31.23
  • Fund Size ₹1,366.81Cr
Fund Return 6.27%
Category Return 6.36%
Axis Long Duration Fund Direct Growth Axis Long Duration Fund Direct Growth
Moderate Risk --
  • NAV ₹1,205.51
  • Fund Size ₹528.62Cr
Fund Return --
Category Return 5.71%
Axis Regular Saver Fund Direct Plan Growth Option Axis Regular Saver Fund Direct Plan Growth Option
Moderately High risk
  • NAV ₹33.28
  • Fund Size ₹266.92Cr
Fund Return 8.94%
Category Return 8.52%
Axis Dynamic Bond Fund Direct Plan Growth Option Axis Dynamic Bond Fund Direct Plan Growth Option
Moderate Risk
  • NAV ₹31.23
  • Fund Size ₹1,366.81Cr
Fund Return 6.44%
Category Return 5.96%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Krishnaa N
Dec 16, 2024- Present
  • Schemes managed 22
  • Total AUM ₹ 1,34,667.09 Cr
  • Highest Return In 1 Yr 23.69 %
Other Funds
  • table
  • card
1M 3M 6M 1Y 3Y 5Y
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Growth Opportunities Fund Direct Growth Axis Growth Opportunities Fund Direct Growth
₹31.78
-4.42%
-5.23%
Very High Risk
₹13,522.21Cr
Axis ESG Equity Fund Direct Growth Axis ESG Equity Fund Direct Growth
--
₹21.07
-3.04%
-4.51%
Very High Risk
₹1,249.20Cr
Axis Midcap Fund Direct Plan Growth Axis Midcap Fund Direct Plan Growth
₹111.70
-5.66%
-6.97%
Very High Risk
₹28,380.17Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Growth Opportunities Fund Direct Growth Axis Growth Opportunities Fund Direct Growth
₹31.78
-9.28%
-10.84%
Very High Risk
₹13,522.21Cr
Axis ESG Equity Fund Direct Growth Axis ESG Equity Fund Direct Growth
--
₹21.07
-8.35%
-9.04%
Very High Risk
₹1,249.20Cr
Axis Midcap Fund Direct Plan Growth Axis Midcap Fund Direct Plan Growth
₹111.70
-12.22%
-12.57%
Very High Risk
₹28,380.17Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Growth Opportunities Fund Direct Growth Axis Growth Opportunities Fund Direct Growth
₹31.78
-9.92%
-13.13%
Very High Risk
₹13,522.21Cr
Axis ESG Equity Fund Direct Growth Axis ESG Equity Fund Direct Growth
--
₹21.07
-10.00%
-11.57%
Very High Risk
₹1,249.20Cr
Axis Midcap Fund Direct Plan Growth Axis Midcap Fund Direct Plan Growth
₹111.70
-13.43%
-15.13%
Very High Risk
₹28,380.17Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Growth Opportunities Fund Direct Growth Axis Growth Opportunities Fund Direct Growth
₹31.78
8.24%
4.08%
Very High Risk
₹13,522.21Cr
Axis ESG Equity Fund Direct Growth Axis ESG Equity Fund Direct Growth
₹21.07
5.03%
2.27%
Very High Risk
₹1,249.20Cr
Axis Midcap Fund Direct Plan Growth Axis Midcap Fund Direct Plan Growth
₹111.70
8.57%
3.70%
Very High Risk
₹28,380.17Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Growth Opportunities Fund Direct Growth Axis Growth Opportunities Fund Direct Growth
₹31.78
15.91%
16.42%
Very High Risk
₹13,522.21Cr
Axis ESG Equity Fund Direct Growth Axis ESG Equity Fund Direct Growth
--
₹21.07
10.73%
12.15%
Very High Risk
₹1,249.20Cr
Axis Midcap Fund Direct Plan Growth Axis Midcap Fund Direct Plan Growth
₹111.70
15.61%
18.96%
Very High Risk
₹28,380.17Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Growth Opportunities Fund Direct Growth Axis Growth Opportunities Fund Direct Growth
₹31.78
20.36%
18.14%
Very High Risk
₹13,522.21Cr
Axis ESG Equity Fund Direct Growth Axis ESG Equity Fund Direct Growth
--
₹21.07
15.89%
16.23%
Very High Risk
₹1,249.20Cr
Axis Midcap Fund Direct Plan Growth Axis Midcap Fund Direct Plan Growth
₹111.70
19.57%
21.35%
Very High Risk
₹28,380.17Cr
1M 3M 6M 1Y 3Y 5Y
Axis Growth Opportunities Fund Direct Growth Axis Growth Opportunities Fund Direct Growth
Very High Risk
  • NAV ₹31.78
  • Fund Size ₹13,522.21Cr
Fund Return -4.42%
Category Return -5.23%
Axis ESG Equity Fund Direct Growth Axis ESG Equity Fund Direct Growth
Very High Risk --
  • NAV ₹21.07
  • Fund Size ₹1,249.20Cr
Fund Return -3.04%
Category Return -4.51%
Axis Midcap Fund Direct Plan Growth Axis Midcap Fund Direct Plan Growth
Very High Risk
  • NAV ₹111.70
  • Fund Size ₹28,380.17Cr
Fund Return -5.66%
Category Return -6.97%
Axis Growth Opportunities Fund Direct Growth Axis Growth Opportunities Fund Direct Growth
Very High Risk
  • NAV ₹31.78
  • Fund Size ₹13,522.21Cr
Fund Return -9.28%
Category Return -10.84%
Axis ESG Equity Fund Direct Growth Axis ESG Equity Fund Direct Growth
Very High Risk --
  • NAV ₹21.07
  • Fund Size ₹1,249.20Cr
Fund Return -8.35%
Category Return -9.04%
Axis Midcap Fund Direct Plan Growth Axis Midcap Fund Direct Plan Growth
Very High Risk
  • NAV ₹111.70
  • Fund Size ₹28,380.17Cr
Fund Return -12.22%
Category Return -12.57%
Axis Growth Opportunities Fund Direct Growth Axis Growth Opportunities Fund Direct Growth
Very High Risk
  • NAV ₹31.78
  • Fund Size ₹13,522.21Cr
Fund Return -9.92%
Category Return -13.13%
Axis ESG Equity Fund Direct Growth Axis ESG Equity Fund Direct Growth
Very High Risk --
  • NAV ₹21.07
  • Fund Size ₹1,249.20Cr
Fund Return -10.00%
Category Return -11.57%
Axis Midcap Fund Direct Plan Growth Axis Midcap Fund Direct Plan Growth
Very High Risk
  • NAV ₹111.70
  • Fund Size ₹28,380.17Cr
Fund Return -13.43%
Category Return -15.13%
Axis Growth Opportunities Fund Direct Growth Axis Growth Opportunities Fund Direct Growth
Very High Risk
  • NAV ₹31.78
  • Fund Size ₹13,522.21Cr
Fund Return 8.24%
Category Return 4.08%
Axis ESG Equity Fund Direct Growth Axis ESG Equity Fund Direct Growth
Very High Risk --
  • NAV ₹21.07
  • Fund Size ₹1,249.20Cr
Fund Return 5.03%
Category Return 2.27%
Axis Midcap Fund Direct Plan Growth Axis Midcap Fund Direct Plan Growth
Very High Risk
  • NAV ₹111.70
  • Fund Size ₹28,380.17Cr
Fund Return 8.57%
Category Return 3.70%
Axis Growth Opportunities Fund Direct Growth Axis Growth Opportunities Fund Direct Growth
Very High Risk
  • NAV ₹31.78
  • Fund Size ₹13,522.21Cr
Fund Return 15.91%
Category Return 16.42%
Axis ESG Equity Fund Direct Growth Axis ESG Equity Fund Direct Growth
Very High Risk --
  • NAV ₹21.07
  • Fund Size ₹1,249.20Cr
Fund Return 10.73%
Category Return 12.15%
Axis Midcap Fund Direct Plan Growth Axis Midcap Fund Direct Plan Growth
Very High Risk
  • NAV ₹111.70
  • Fund Size ₹28,380.17Cr
Fund Return 15.61%
Category Return 18.96%
Axis Growth Opportunities Fund Direct Growth Axis Growth Opportunities Fund Direct Growth
Very High Risk
  • NAV ₹31.78
  • Fund Size ₹13,522.21Cr
Fund Return 20.36%
Category Return 18.14%
Axis ESG Equity Fund Direct Growth Axis ESG Equity Fund Direct Growth
Very High Risk --
  • NAV ₹21.07
  • Fund Size ₹1,249.20Cr
Fund Return 15.89%
Category Return 16.23%
Axis Midcap Fund Direct Plan Growth Axis Midcap Fund Direct Plan Growth
Very High Risk
  • NAV ₹111.70
  • Fund Size ₹28,380.17Cr
Fund Return 19.57%
Category Return 21.35%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

DETAILED PORTFOLIO

As on Jan 2025
EQUITY (76.36%)
DEBT (21.53%)
CASH (2.11%)
Allocation by Market Cap

PERFORMANCE 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.

HISTORICAL 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.
    -2.89
    This Fund
    VS
    1.04
    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.
    1.15
    This Fund
    VS
    1.05
    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.
    0.43
    This Fund
    VS
    1.05
    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.
    92.28
    This Fund
    VS
    87.17
    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.
    0.27
    This Fund
    VS
    0.62
    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.
    10.99
    This Fund
    VS
    10.42
    Category Avg
Benchmark used in calculation : CRISIL Hybrid 35+65 - Agg TR INR

PEER ANALYSIS

1M 3M 6M 1Y 3Y 5Y
  • table
  • card
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Motilal Oswal Equity Hybrid Fund Direct Growth Motilal Oswal Equity Hybrid Fund Direct Growth
₹19.65
1.22%
1.07%
Very High Risk
₹428.38 Cr
ICICI Prudential Equity & Debt Fund Direct Plan Growth ICICI Prudential Equity & Debt Fund Direct Plan Growth
₹390.45
-1.05%
-3.28%
Very High Risk
₹39,769.96 Cr
SBI Equity Hybrid Fund Direct Growth SBI Equity Hybrid Fund Direct Growth
₹295.69
-1.06%
-3.28%
Very High Risk
₹71,142.58 Cr
DSP Equity & Bond Fund Direct Plan Growth DSP Equity & Bond Fund Direct Plan Growth
₹366.42
-1.25%
-3.28%
Very High Risk
₹10,137.49 Cr
Franklin India Equity Hybrid Fund Direct Growth Franklin India Equity Hybrid Fund Direct Growth
₹282.72
-2.21%
-3.28%
Very High Risk
₹2,031.12 Cr
HDFC Hybrid Equity Fund Direct Growth Option HDFC Hybrid Equity Fund Direct Growth Option
₹116.62
-2.33%
-3.28%
Very High Risk
₹23,353.84 Cr
Motilal Oswal Equity Hybrid Fund Direct Growth Motilal Oswal Equity Hybrid Fund Direct Growth
VERY HIGH RISK
  • NAV ₹19.65
  • Fund Size ₹428.38 Cr
Fund Return 1.22%
Category Return 1.07%
ICICI Prudential Equity & Debt Fund Direct Plan Growth ICICI Prudential Equity & Debt Fund Direct Plan Growth
VERY HIGH RISK
  • NAV ₹390.45
  • Fund Size ₹39,769.96 Cr
Fund Return -1.05%
Category Return -3.28%
SBI Equity Hybrid Fund Direct Growth SBI Equity Hybrid Fund Direct Growth
VERY HIGH RISK
  • NAV ₹295.69
  • Fund Size ₹71,142.58 Cr
Fund Return -1.06%
Category Return -3.28%
DSP Equity & Bond Fund Direct Plan Growth DSP Equity & Bond Fund Direct Plan Growth
VERY HIGH RISK
  • NAV ₹366.42
  • Fund Size ₹10,137.49 Cr
Fund Return -1.25%
Category Return -3.28%
Franklin India Equity Hybrid Fund Direct Growth Franklin India Equity Hybrid Fund Direct Growth
VERY HIGH RISK
  • NAV ₹282.72
  • Fund Size ₹2,031.12 Cr
Fund Return -2.21%
Category Return -3.28%
HDFC Hybrid Equity Fund Direct Growth Option HDFC Hybrid Equity Fund Direct Growth Option
VERY HIGH RISK
  • NAV ₹116.62
  • Fund Size ₹23,353.84 Cr
Fund Return -2.33%
Category Return -3.28%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Top funds from this amc

1M 3M 6M 1Y 3Y 5Y
  • table
  • card
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Greater China Equity Fund of Fund Direct Growth Axis Greater China Equity Fund of Fund Direct Growth
--
₹8.25
8.13%
--
Very High Risk
₹338.80 Cr
Axis Gold Fund Direct Plan Growth option Axis Gold Fund Direct Plan Growth option
--
₹27.90
7.21%
6.36%
High Risk
₹793.50 Cr
Axis Silver Fund of Funds Direct Growth Axis Silver Fund of Funds Direct Growth
--
₹16.78
4.47%
6.36%
Very High Risk
₹69.73 Cr
Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF Fund of Fund Direct Growth Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF Fund of Fund Direct Growth
--
₹12.00
1.37%
--
Moderate Risk
₹275.37 Cr
Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Direct Growth Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Direct Growth
--
₹11.72
0.71%
--
Moderate Risk
₹75.37 Cr
Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Direct Growth Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Direct Growth
--
₹11.70
0.70%
--
Moderate Risk
₹32.44 Cr
Axis Greater China Equity Fund of Fund Direct Growth Axis Greater China Equity Fund of Fund Direct Growth
VERY HIGH RISK --
  • NAV ₹8.25
  • Fund Size ₹338.80 Cr
Fund Return 8.13%
Category Return --
Axis Gold Fund Direct Plan Growth option Axis Gold Fund Direct Plan Growth option
HIGH RISK --
  • NAV ₹27.90
  • Fund Size ₹793.50 Cr
Fund Return 7.21%
Category Return 6.36%
Axis Silver Fund of Funds Direct Growth Axis Silver Fund of Funds Direct Growth
VERY HIGH RISK --
  • NAV ₹16.78
  • Fund Size ₹69.73 Cr
Fund Return 4.47%
Category Return 6.36%
Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF Fund of Fund Direct Growth Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF Fund of Fund Direct Growth
MODERATE RISK --
  • NAV ₹12.00
  • Fund Size ₹275.37 Cr
Fund Return 1.37%
Category Return --
Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Direct Growth Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Direct Growth
MODERATE RISK --
  • NAV ₹11.72
  • Fund Size ₹75.37 Cr
Fund Return 0.71%
Category Return --
Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Direct Growth Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Direct Growth
MODERATE RISK --
  • NAV ₹11.70
  • Fund Size ₹32.44 Cr
Fund Return 0.70%
Category Return --
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

ABOUT THE AMC

Axis Asset Management Company Limited
Axis Asset Management Company Limited manages assets worth ₹ 3,25,752.54 crores. It’s current offering of mutual fund schemes includes 32 equity, 30 debt and 12 hybrid schemes.
Phone
+91 22 43255161
Email
customerservice@axismf.com
AUM
₹ 3,25,752.54 Cr (
As on Jan 2025
)
Address
Axis House, 1st Floor, C-2, Wadia International Centre, ,Mumbai ,400 025

FAQ’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 Feb 25, 2025) is ₹ 20.31
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 -2.40%, 3 months is -7.01%, 6 months is -7.09%, and 1 year is 7.75%.
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 8.96% and 5 years is 11.85%.
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 1,529.76 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 and the minimum SIP investment in Axis Equity Hybrid Fund Direct Growth is ₹1000
What is the asset allocation of Axis Equity Hybrid Fund Direct Growth?
The Axis Equity Hybrid Fund Direct Growth has an exposure of 76.36% in Equity, 21.53% in Debt and 2.11% in Cash & Money Market Securities

CALCULATORS

Income Tax Calculator SIP Calculator FD Calculator Dividend Yield Calculator Lump-Sum Calculator CAGR Calculator Top-Up Calculator Latte Factor Calculator

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