Axis Hybrid Fund - Series 5 (1346 Days) - Regular Plan - Growth

Category: Hybrid: Conservative
Launch Date: 25-07-2013
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 85+15 Conservative Index
Expense Ratio: 1.03% As on (30-09-2019)
Status: Close Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 10.0
Total Assets: 9.97 Cr As on (31-10-2019)
Turn over: - | Exit Load: 0.00% - 0 day

%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
S&P BSE India 10 Year Sovereign Bond
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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.

Current Asset Allocation (%)

Indicators

Volatility 10.51
Sharp Ratio -
Alpha -13.59
Beta 1.39
Yield to Maturity -
Average Maturity 0.55

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)

Scheme Characteristics

Investment in equity & equity related instruments - between 10% and 25% of total assets; Investment in Debt instruments - between 75% and 90% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.0%

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