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Axis Capital Protection Oriented Fund - Series 5 (42 Months) (G)

PLAN: Regular OPTIONS: Growth
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15.154 0.08 (0.53%)

NAV as on 15 Dec, 2017

CRISIL MF RANK

Not Ranked

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Axis Mutual Fund FUND CLASS : Capital Protection Funds
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Sep 2017) since it does not fulfill certain eligibility criteria of CRISIL

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Returns (NAV as on 15 Dec, 2017)

Period Returns (%) Rank #
1 mth 1.2 10
3 mth 1.1 67
6 mth 4.7 22
1 year 13.5 6
2 year 9.6 33
3 year 3.8 78
5 year 7.6 4

# Moneycontrol Rank within 141 Capital Protection Funds Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 5.6 1.8 1.3 - -
2016 1.2 2.0 2.3 -3.4 3.4
2015 1.7 -3.1 -5.3 -0.9 -5.3
2014 5.0 7.4 0.5 2.2 21.9
2013 -1.2 -1.8 -6.5 -0.7 2.4
2012 - - - -1.0 -1.0

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Capital Protection Funds)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 1.2 1.1 4.7 13.5 9.6 3.8 7.6
Category avg 0.4 1.1 2.6 5.5 6.2 5.2 0.5
Difference of Fund returns and Category returns 0.8 0.0 2.1 8.0 3.4 -1.4 7.1
Best of category 2.7 7.2 12.3 23.6 14.0 13.1 11.9
Worst of category -1.2 -2.4 -4.5 -4.9 -2.6 3.8 6.2

Investment Info

Investment Objective

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 Growth
Launch date Oct 29, 2012
Benchmark CRISIL MIP Blended Fund
Asset Size (Rs cr) 52.82 (Sep-30-2017)
Minimum Investment Rs.5000
Last Dividend N.A.
Bonus N.A.
Fund Manager R. Sivakumar / Ashwin Patni
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 Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai, 400025
Tel. No. 022 - 43255161
Fax No. 022 43255199
Email customerservice@axismf.com
Website http://www.axismf.com

Peer Comparison

Capital Protection Funds Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
ABSL CPOF - Sr1 (27 Mths) Not Ranked
706.34 0.0 0.0 -- -- --
Sundaram CPOF- Sr 2 -3 yrs (G) Not Ranked
292.23 0.0 0.0 -- -- --
ABSL CPOF - Sr-2 (36 Mths) Not Ranked
335.80 0.0 0.0 -- -- --
UTI CPOS-Sr IV- I (1103D) - Dir (G) Not Ranked
4.46 1.9 4.3 7.8 8.7 --
UTI CPOS-Sr IV- I (1103D) - Reg (G) Not Ranked
195.00 1.6 3.7 6.5 7.2 --
* Returns over 1 year are Annualised More »

Portfolio

Sector Allocation (Apr 28, 17)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Apr 28, 17)

Equity 0.00
Others 16.88
Debt 76.39
Mutual Funds N.A
Money Market 0.00
Cash / Call 6.73

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Concentration

Holdings (%)
Top 5 50.90
Top 10 76.39
Sector (%)
Top 3 N.A.

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