1. Advisorkhoj
  2. Axis Capital Protection Oriented Fund - Series 5 - Growth Option

Axis Capital Protection Oriented Fund - Series 5 - Growth Option

Category:
Launch Date: 02-11-2012
Asset Class: Mixed Asset
Benchmark: Not Available
Expense Ratio: 2.64% As on (30-09-2018)
Status: Close Ended Schemes(Income) for subscription
Minimum Investment: 5000.0
Minimum Topup: 0.0
Total Assets: 55.83 Cr As on (30-11-2018)
Turn over: -
NAV as on

(%)

CAGR Since Inception

%

PERFORMANCE of Axis Capital Protection Oriented Fund - Series 5 - Growth Option

Scheme Performance (%)

Data as on - 14-12-2018

Yearly Performance (%)

Fund Managers

Mr. R Sivakumar, Mr. Ashwin Patni

Mr. Sivakumar is a B.Tech from IIT Madras and MBA from IIM Ahmedabad. Prior to joining Axis AMC he has worked with Fortis Investment Management Ltd. Sundaram Mutual Fund (2001-2004), Zurich India and ITC Threadneedle.

Investment Objective

The Scheme aims to protect the capital by investing in a portfolio of debt & money market instruments that are maturing on or before the maturity of the Scheme. It also aims to provide capital appreciation through exposure in equity & equity related instruments.

RETURNS CALCULATOR for Axis Capital Protection Oriented Fund - Series 5 - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Axis Capital Protection Oriented Fund - Series 5 - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Capital Protection Oriented Fund - Series 5 - Growth Option 7.44 0.35 -8.29 2.34 - 2.16

PEER COMPARISION of Axis Capital Protection Oriented Fund - Series 5 - Growth Option

Period
Data as on - 14-12-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)

PORTFOLIO ANALYSIS of Axis Capital Protection Oriented Fund - Series 5 - Growth Option

Asset Allocation (%)

© 2016 Advisorkhoj - A Gamechanger Business Services (I) Pvt. Ltd. Brand - All Rights Reserved

Feedback