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Partner With Us NRI

Sep 30, 2020


Category

Hybrid

AUM (Cr.)

9.84

Exit Load (%)

0.00

Min Inv Lumpsum

5,000

Expense Ratio

2.43

Sharpe Ratio

0.00

Beta Ratio

0.00

Fund Manager

Devang Shah

Inception Date

Jul 25, 2013

Risk Level

Moderately High

Investment Objective

To generate income by investing in high quality fixed income securities whilst the secondary objective is to generate capital appreciation by investing in equity and equity related instruments.

Return Calculator

Investment Type

SIP Lumpsum

Company

Period(Year)

Amount

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - AXIS Hybrid Fund - Series 5 (G) 0 0 0 0 0 0
Benchmark - Crisil MIP Blended Index 0 0 0 0 0 0
Category Average - BEST HYBRID PERFORMERS 0.2 2.99 9.29 11.25 8.65 10.53
Category Average - BEST HYBRID PERFORMERS 0.63 2.44 7.51 7.93 6.54 9.4
Category Average - BEST HYBRID PERFORMERS 0.22 5.3 12.94 11.84 8.17 8.35
Category Average - BEST HYBRID PERFORMERS 0.09 3.57 10.73 9.65 7.23 9.51
Category Average - BEST HYBRID PERFORMERS -0.72 3.03 6.1 8.23 6.24 7.32
Category Average - BEST HYBRID PERFORMERS 0.94 3.89 13.01 10.49 7.78 10.36
Category Average - BEST HYBRID PERFORMERS 0.74 4.54 9.86 1.11 3.04 8.57
Category Average - BEST HYBRID PERFORMERS 0.32 4.02 7.63 9.45 6.85 8.9
Category Average - BEST HYBRID PERFORMERS 1.22 5.77 10.1 10.4 9.28 10.1
Category Average - BEST HYBRID PERFORMERS 1.39 2.03 8.19 8.62 5.37 8.75
Category Average - BEST HYBRID PERFORMERS 0.53 7.34 12.66 8.62 7.87 9.5
Category Average - BEST HYBRID PERFORMERS -0.07 2.01 4.73 9.81 7.66 6.62
Category Average - BEST HYBRID PERFORMERS 0.44 2.09 7.46 4.02 4.06 6.66
Category Average - BEST HYBRID PERFORMERS 0.53 2.7 5.9 7.47 6.29 8.34
Category Average - BEST HYBRID PERFORMERS -0.12 3.73 8.96 8.78 7.03 7
Category Average - BEST HYBRID PERFORMERS 0.09 8.52 13.45 7.37 6.09 7.49
Category Average - BEST HYBRID PERFORMERS 0.19 3.99 10.19 8.67 7.8 8.03
Category Average - BEST HYBRID PERFORMERS 0.72 2.71 5.6 6.22 5.38 7.17
Category Average - BEST HYBRID PERFORMERS 0.4 2.22 5.91 7.9 6.81 7.44
Category Average - BEST HYBRID PERFORMERS 0.55 4.93 12.46 12.87 9.07 8.34
Category Average - BEST HYBRID PERFORMERS 0.75 3.04 7.26 8.37 6.64 6.58
Category Average - BEST HYBRID PERFORMERS 0.7 3.74 8.96 9.76 8.12 8.38
Category Average - BEST HYBRID PERFORMERS 0.6 2.67 6.84 9.7 0 9.89
Category Average - BEST HYBRID PERFORMERS 0.58 2.87 7.12 0 0 9.42
Category Average - BEST HYBRID PERFORMERS 0.17 2.29 6.9 0 0 8.35
Category Average - BEST HYBRID PERFORMERS 0.19 2.31 7.17 0 0 8.33
Category Average - BEST HYBRID PERFORMERS 0.25 2.38 7.43 0 0 9.06
Category Average - BEST HYBRID PERFORMERS 0.25 2.36 7.54 0 0 9.23
Category Average - BEST HYBRID PERFORMERS 0.2 2.4 7.68 0 0 9.37
Category Average - BEST HYBRID PERFORMERS 0.2 2.39 7.52 0 0 8.94
Category Average - BEST HYBRID PERFORMERS 0.23 2.18 7.3 0 0 8.56
Category Average - BEST HYBRID PERFORMERS 0.91 5.54 -15.66 0 0 -4.55
Category Average - BEST HYBRID PERFORMERS 0.14 1.73 7.11 0 0 10.41
Category Average - BEST HYBRID PERFORMERS 1.49 7.61 17.49 0 0 35.06
Category Average - BEST HYBRID PERFORMERS 0.3 4.41 0 0 0 4.69
Category Rank - BEST HYBRID PERFORMERS 16 11 38 127 110 1
Category Rank - BEST HYBRID PERFORMERS 21 117 93 83 78 76
Category Rank - BEST HYBRID PERFORMERS 28 33 79 59 37 55
Category Rank - BEST HYBRID PERFORMERS 38 66 56 58 61 52
Category Rank - BEST HYBRID PERFORMERS 42 37 146 147 143 152
Category Rank - BEST HYBRID PERFORMERS 44 88 105 88 69 123
Category Rank - BEST HYBRID PERFORMERS 45 54 82 119 97 83
Category Rank - BEST HYBRID PERFORMERS 46 97 117 95 77 111
Category Rank - BEST HYBRID PERFORMERS 49 69 89 68 52 90
Category Rank - BEST HYBRID PERFORMERS 53 100 99 90 71 65
Category Rank - BEST HYBRID PERFORMERS 55 99 112 69 130 58
Category Rank - BEST HYBRID PERFORMERS 56 95 108 137 132 64
Category Rank - BEST HYBRID PERFORMERS 57 47 61 41 41 95
Category Rank - BEST HYBRID PERFORMERS 58 16 60 84 57 62
Category Rank - BEST HYBRID PERFORMERS 59 98 116 92 73 96
Category Rank - BEST HYBRID PERFORMERS 66 115 100 113 95 120
Category Rank - BEST HYBRID PERFORMERS 70 112 115 91 68 109
Category Rank - BEST HYBRID PERFORMERS 77 63 95 74 67 74
Category Rank - BEST HYBRID PERFORMERS 86 56 153 123 104 138
Category Rank - BEST HYBRID PERFORMERS 95 105 102 140 136 70
Category Rank - BEST HYBRID PERFORMERS 96 106 97 139 134 68
Category Rank - BEST HYBRID PERFORMERS 99 113 104 151 147 84
Category Rank - BEST HYBRID PERFORMERS 101 42 58 50 51 93
Category Rank - BEST HYBRID PERFORMERS 105 102 94 138 133 66
Category Rank - BEST HYBRID PERFORMERS 107 104 98 121 100 72
Category Rank - BEST HYBRID PERFORMERS 108 92 86 53 47 48
Category Rank - BEST HYBRID PERFORMERS 110 64 77 82 59 104
Category Rank - BEST HYBRID PERFORMERS 111 109 107 153 151 98
Category Rank - BEST HYBRID PERFORMERS 114 110 110 152 149 94
Category Rank - BEST HYBRID PERFORMERS 116 126 109 136 128 51
Category Rank - BEST HYBRID PERFORMERS 121 74 74 71 64 60
Category Rank - BEST HYBRID PERFORMERS 122 6 53 93 75 108
Category Rank - BEST HYBRID PERFORMERS 127 118 119 67 62 121
Category Rank - BEST HYBRID PERFORMERS 130 70 88 81 65 114
Category Rank 140/110 89/110 113/110 89/110 74/110 110/110
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Nippon India CPO Fund II - Plan A - Regular (IDCW) 17.3043 0.66 17.49 0.00 0.00 39.51 0.00 5,000.00 invest
Nippon India CPO Fund II - Plan A - Regular (G) 17.3043 0.66 17.49 0.00 0.00 39.51 0.00 5,000.00 invest
DSP Regular Savings Fund (G) 43.9237 0.55 8.19 8.62 5.37 228.32 0.00 500.00 invest
Kotak Debt Hybrid Fund (G) 42.8424 0.45 12.46 12.87 9.07 1,267.99 1.89 5,000.00 invest
Canara Robeco Conservative Hybrid Fund (IDCW-M) 14.1106 -95.53 9.29 11.25 8.65 1,044.56 0.00 5,000.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

latest news

Axis MF Announces IDCW & monthly Income Distribution cum Capital Withdrawal (IDCW) under its schemes

Axis Mutual Fund has announced 25 January 2022 as the record date for decla...

Jan 20, 2022 10:42

Axis Arbitrage Fund Announces IDCW

Axis Mutual Fund has announced 21 January 2022 as the record date for decla...

Jan 18, 2022 11:52

Axis MF Announces IDCW & Quarterly Income Distribution cum Capital Withdrawal (IDCW) under its schemes

Axis Mutual Fund has announced 27 December 2021 as the record date for decl...

Dec 24, 2021 11:39

Axis Arbitrage Fund Announces IDCW

Axis Mutual Fund has announced 21 December 2021 as the record date for decl...

Dec 16, 2021 10:11

Axis MF Announces IDCW & monthly Income Distribution cum Capital Withdrawal (IDCW) under its schemes

Axis Mutual Fund has announced 25 November 2021 as the record date for decl...

Nov 20, 2021 09:45

Axis Arbitrage Fund Announces IDCW

Axis Mutual Fund has announced 22 November 2021 as the record date for decl...

Nov 17, 2021 12:11

SCHEME DETAILS

AMC Name : Axis Mutual Fund
Fund Name : AXIS Hybrid Fund - Series 5 (G)
Contact Persone : Devang Shah
Registered Address : Axis House, 1st Floor, Bombay DyeingMill Compound, PandurangBudhkar Marg, Worli, Mumbai - 400025.
Telephone No : 022-24255100
Fax No. : 022-43255199
Email : customerserivce:axismf.com
Website : www.axismf.com