Axis Hybrid Fund Series 30 Direct Growth

Hybrid
Conservative Hybrid
Moderately High Risk
9.26%
3Y annualised
+0.06% 1D
1M
6M
1Y
3Y
All
NAV: 30 Aug 2019₹14.97
Min. SIP amountNot Supported
RatingNA
Fund size₹153.78Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA3.0%9.3%12.0%
Category averageNA8.8%15.1%NA
Rank with in categoryNA791NA
Understand terms

Holdings (6)

NameSectorInstrumentAssets
L&T Infrastructure Finance Co. Ltd.
FinancialDebenture9.11%
FinancialCD8.71%
FinancialCD6.42%
FinancialDebenture5.85%
Power Finance Corpn. Ltd.
FinancialBonds3.91%
Power Finance Corpn. Ltd.
FinancialBonds0.65%

Expense ratio, exit load and tax

Expense ratio: 1.14%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Devang Shah
Jan 2016 - Present
View details

Education
Mr. Shah is B.Com and ACA.
Experience
Prior to joining Axis AMC he has worked with ICICI Prudential AMC, Deutsche Asset Management (India) Pvt. Ltd. and Pricewaterhouse Coopers.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
Phone
022-24255161
Launch Date
04 Sep 2009
E-mail
NA
Axis Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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