Axis Hybrid Fund - Series 5 (1346 Days) - Regular Plan - Dividend
| Category: Hybrid: Conservative |
| Launch Date: 25-07-2013 |
| 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: 10.0 |
| Total Assets: 9.38 Cr As on (31-01-2019) |
| Turn over: - |
PERFORMANCE of Axis Hybrid Fund - Series 5 (1346 Days) - Regular Plan - Dividend
Scheme Performance (%)
Data as on - 20-02-2019Yearly Performance (%)
Fund Managers
Mr. Devang Shah, Mr. Ashwin Patni
Mr. Shah is B.Com and ACA. Prior to joining Axis AMC he has worked with Deutsche Asset Management (India) Pvt. Ltd. and n Pricewaterhouse Coopers.
Investment Objective
The fund seeks to generate regular income through investments in high quality fixed income securities and a small portion in equity and equity related instruments.
RETURNS CALCULATOR for Axis Hybrid Fund - Series 5 (1346 Days) - Regular Plan - Dividend
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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
Key Performance and Risk Statistics of Axis Hybrid Fund - Series 5 (1346 Days) - Regular Plan - Dividend
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Axis Hybrid Fund - Series 5 (1346 Days) - Regular Plan - Dividend | 10.51 | - | -13.59 | 1.39 | - | 1.0 |
| Hybrid: Conservative |
PEER COMPARISION of Axis Hybrid Fund - Series 5 (1346 Days) - Regular Plan - Dividend
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
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