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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹5000

AUM (Fund size)

190 Cr

Lock In Period

N/A

Expense Ratio

1.07

Benchmark

CRISIL Hybrid 85+15 - Conservative Index

Exit Load

Nil

Summary

Latest details for Axis Hybrid Fund - Series 35 Growth include a 10.8863 NAV as of Aug 20,2020 and returns since inception of -1.94%. Minimum investments start at SIP ₹0. The Axis Hybrid Fund - Series 35 Growth AUM is ₹190 Cr, with a lock-in of N/A years, expense ratio of 1.07%, and benchmark CRISIL Hybrid 85+15 - Conservative Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.18% returns, against a category average of -1.95% and a category best of 297.26%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.18-1.95297.26
6M-10.820.99315.31
1Y-4.164.86339.02
3Y-0.6511.9855.84

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2020-06-30
View allocation % by

1. Clearing Corporation of India Ltd92.10%
2. Net Receivables / (Payables)0.38%
3. Debt Instruments0.00%
4. (a) Listed / awaiting listing on Stock Exchange0.00%
5. (b) Privately placed / Unlisted0.00%
6. Money Market Instruments0.00%
7. Certificate of Deposit0.00%
8. Reverse Repo / TREPS0.00%

1. 8.60% LIC Housing Finance Limited (29/07/2020)5.30%
2. Small Industries Dev Bank of India (24/07/2020)1.42%
3. 8.45% Power Finance Corporation Limited (10/08/2020)0.80%

About Fund

Axis Hybrid Fund - Series 35 Growth managed by Axis Mutual Fund,is a Debt - Hybridscheme with Assets Under Management of ₹190 Crore. The fund benchmarks its performance against the CRISIL Hybrid 85+15 - Conservative Index while maintaining an expense ratio of 1.07. Under the expert guidance of Devang Shah ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundAxis Hybrid Fund - Series 35 Growth0189.87 CR1.07
Fund Name1Y3Y
This FundAxis Hybrid Fund - Series 35 Growth-4.1564-1.9411

FAQs

Axis Hybrid Fund - Series 35 Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Axis Hybrid Fund - Series 35 Growth is 1.07. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Axis Hybrid Fund - Series 35 Growth’s fund performance is as follows:
  • 1 Month : 0.18%
  • 6 Months : -10.82%
  • 1 Year : -4.16%
  • 3 Years : -0.65%
Returns of Axis Hybrid Fund - Series 35 Growth are updated daily based on NAV of ₹ 10.8863 as on Aug 20,2020. Since inception, the return has been -1.94%.

You can invest in Axis Hybrid Fund - Series 35 Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Axis Hybrid Fund - Series 35 Growth is ₹190 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Axis Hybrid Fund - Series 35 Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500