Axis Capital Protection Oriented Fund - Series 4 (3 Years) (D)
Fund Family Axis Mutual Fund
Fund Class Capital Protection Funds
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Performance
Investment Info
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Not Ranked
This scheme is not ranked by CRISIL.
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Returns (NAV as on May-25-2012)
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | -3.5 | 36 |
| 3 mth | -6.7 | 34 |
| 6 mth | - | - |
| 1 year | - | - |
| 2 year | - | - |
| 3 year | - | - |
| 5 year | - | - |
# Moneycontrol Rank within 44 Capital Protection Funds Schemes.
Absolute Returns (in %)
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2012 | -6.5 | - | - | - | - |
* Returns over 1 year are Annualised
Performance
Fund returns v/s Category average (Capital Protection Funds)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | -3.5 | -6.7 | -- | -- | -- | -- | -- |
| Category avg | -0.8 | -0.7 | 1.9 | 1.6 | 0.5 | 0.3 | 0.2 |
| Difference of Fund returns and Category returns | -2.7 | -6.0 | -- | -- | -- | -- | -- |
| Best of category | 0.5 | 2.1 | 6.4 | 7.6 | 4.8 | 6.1 | 7.0 |
| Worst of category | -4.1 | -7.6 | -4.1 | -5.6 | 2.7 | 4.3 | 7.0 |
Investment Info
Investment Objective
The Scheme will endeavor 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. The scheme also aims to provide capital appreciation through exposure in equity & equity related instruments.
Scheme details
| Fund Type | Close-Ended |
|---|---|
| Investment Plan | Dividend |
| Launch date | Feb 02, 2012 |
| Benchmark | CRISIL MIP Blended Fund |
| Asset Size (Rs cr) | 95.43 (Mar-31-2012) |
| Minimum Investment | Rs.5000 |
| Last Dividend | N.A. |
| Bonus | N.A. |
| Fund Manager | R. Sivakumar / Sudhanshu Asthana View performance of schemes managed by the Fund Manager |
| Notes | N.A |
Load Details
| Entry Load | N.A |
|---|---|
| Exit Load | 0.00% |
| Load Comments | N.A. |
Contact Details
| Regd. Office | 11th Floor, Nariman Bhavan, Vinay K. Shah Marg, Nariman Point, Mumbai, 400021 |
|---|---|
| Tel. No. | 022 - 39403300 |
| Fax No. | 022 - 22040130 |
| customerservice@axismf.com | |
| Website | http://www.axismf.com |
Peer Comparison
| Capital Protection Funds | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| Sundaram CPOF- Sr 2 -3 yrs (G) | Not Ranked |
314.29 | 0.3 | 2.1 | 5.4 | -- | -- |
| Birla SL CPOF - Sr3 (36 Mths) | Not Ranked |
257.35 | -5.8 | -3.0 | -5.6 | -- | -- |
| FT Capital Safety Fund-5yrs -G | Not Ranked |
343.19 | 0.0 | 0.0 | -- | -- | -- |
| IDFC CPOF - Series I (G) | Not Ranked |
149.65 | 0.7 | 3.6 | 5.8 | -- | -- |
| SBI Capital Protection Fund- Sr-II | Not Ranked |
112.75 | 0.3 | 4.0 | 7.6 | -- | -- |
| * Returns over 1 year are Annualised | More » | ||||||
Portfolio
Asset Allocation (%)()
| Equity | 0.00 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 0.00 |
| Sector | (%) |
|---|---|
| Top 3 | N.A. |
News & Videos
News
See deep value in market; buy high quality stocks: Axis AMC
May 17, 2012 at 13:08 | Source:
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