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Axis Mutual Fund launches ‘Axis Equity Hybrid Fund’

Published in Investment Monday, 03 September 2018 14:44



Axis Mutual Fund  announced the launch of its new fund – ‘Axis Equity Hybrid Fund’. This fund offers an asset allocation solution to investors by investing across equity and debt markets. The key benefits of asset allocation from an investor’s perspective are:

•         Diversifies and endeavours to reduces risk

•         Aims to offer stable return over the medium term

•         Better tax efficiency

Equity Hybrid Funds are one of the fastest growing categories within the MF industry as investors look to participate in the superior risk adjusted returns along with alpha generated by the fund managers in this category.

The fund will endeavour to invest between 65-80% in equity and equity related instruments while the remaining portion will be invested in debt and money market instruments. The fund will follow the Axis philosophy of bottom up investing in high quality stocks. Axis follows this approach consistently across all equity portfolios managed by it. The target of the high quality portfolio construct is to generate sustainable long term performance while keeping risk contained. The highly experienced fund management team at Axis is well placed to execute on this philosophy.


 Chandresh Kumar Nigam, MD & CEO, Axis AMC said, “The Axis Equity Hybrid Fund is aimed at investors who endeavour to participate in the capital appreciation opportunities that equity investments provide, while limiting downside risk significantly using asset allocation and exposure to fixed income instruments. We believe this should be a core product in a customer’s long term portfolio.”

The minimum application amount for this fund is Rs. 5,000 and in multiples of Re. 1/- thereafter. The fund offers a direct and regular plan, both with growth and dividend options. An exit load of 1% is applicable if redeemed/switched out on or before 12 months from the date of allotment. The fund offers Nil exit-load for redemption up to 10% of the investment amount.

The fund will be managed by  Shreyash Devalkar, Senior Fund Manager – Equity, Ashish Naik, Fund Manager, Equity and  R Sivakumar, Head – Fixed Income.



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Business Digest August September 2018

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