Tax Efficient Investment Option- AXIS HYBRID FUND - SERIES 25

Axis Mutual Fund has launched new Fund offer AXIS HYBRID FUND - SERIES 25 , A 1278 days close ended fund in hybrid fund category is open for subscription from August 7, 2015 and closing on August 17, 2015.

How does the hybrid strategy work?

• Predominantly investment is made in fixed income portfolio which will endeavor to provide stability
• Balance portion is invested in equity and equity related instruments to participate in potential upside from equity markets

ILLUSTRATION:-

• Assuming an initial investment of Rs. 100 for 3.5 years
• Yield on fixed income instruments assumed to be 8.47% (3 year AAA yield as of 30th June 2015)
• No tenor mismatch between the invested instrument & the period of investment
• For the fixed income portion to grow to Rs. 100 (net of annual recurring expenses), we will have to invest  83% in 3.5 years high quality debt instruments
• Remaining  17% will be invested in equity & equity related instruments including equity linked options
• The entire fixed income portion will be invested in NCDs & CDs maturing in line with the maturity of the scheme

To Invest:-

Application Form can be downloaded via Application Form Axis Hybrid Fund -Series 25

Cheque will be drawn in favor of  AXIS HYBRID FUND - SERIES 25

You Can Also INVEST ONLINE

To Download KYC Forms Click Here

Application Forms can be sent at Your nearest KARVY Location