SET SMS ALERT Fund Family Axis Mutual Fund
Fund Class Debt Oriented Hybrid Speciality Funds
Not Ranked
This scheme is not ranked by CRISIL since it does not fulfill certain eligibility criteria of CRISIL
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 2.9 | - |
| 3 mth | 5.6 | - |
| 6 mth | 6.1 | - |
| 1 year | 11.5 | - |
| 2 year | 7.8 | - |
| 3 year | - | - |
| 5 year | - | - |
# Moneycontrol Rank within 36 Debt Oriented Hybrid Speciality Funds Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2014 | 3.4 | - | - | - | - |
| 2013 | -3.5 | 2.4 | -1.1 | 5.1 | 3.3 |
| 2012 | 9.5 | -3.5 | 1.4 | 1.8 | 13.2 |
| 2011 | - | - | - | -6.7 | -6.7 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Debt Oriented Hybrid Speciality Funds)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | 2.9 | 5.6 | 6.1 | 11.5 | 7.8 | -- | -- |
| Category avg | 1.7 | 3.2 | 5.4 | 9.1 | 3.4 | 2.6 | 2.2 |
| Difference of Fund returns and Category returns | 1.2 | 2.4 | 0.7 | 2.4 | 4.4 | -- | -- |
| Best of category | 6.3 | 9.4 | 12.5 | 19.9 | 15.4 | 11.0 | 13.6 |
| Worst of category | -0.3 | 0.6 | 0.5 | 3.3 | 4.1 | 5.3 | 4.9 |
Investment Objective
Axis Hybrid Fund - Series 3 (3 Year), is a close ended income scheme. The primary objective is to generate income by investing in high quality fixed income securities whilst the secondary objective is to generate capital appreciation by investing in equity and equity related instruments.
| Fund Type | Close-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Sep 30, 2011 |
| Benchmark | CRISIL MIP Blended Fund |
| Asset Size (Rs cr) | 73.84 (Dec-31-2013) |
| Minimum Investment | Rs.5000 |
| Last Dividend | N.A. |
| Bonus | N.A. |
| Fund Manager | Devang Shah /Jinesh Gopani View performance of schemes managed by the Fund Manager |
| Notes | N.A |
| Entry Load | N.A |
|---|---|
| Exit Load | 0.00% |
| Load Comments | N.A. |
| 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 |
| customerservice@axismf.com | |
| Website | http://www.axismf.com |
| Debt Oriented Hybrid Speciality Funds | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| UTI Childrens Career Balanced | Not Ranked |
2,782.53 | 5.7 | 10.7 | 13.4 | 8.8 | 12.2 |
| UTI CRTS 81(G) | Not Ranked |
335.01 | 4.5 | 7.1 | 11.8 | 10.5 | 13.0 |
| Canara Robeco InDiGo Fund (G) | Not Ranked |
283.22 | 0.8 | 1.1 | 6.9 | 7.6 | -- |
| UTI Mahila Unit Scheme (G) | Not Ranked |
200.96 | 3.2 | 5.9 | 7.5 | 5.5 | 9.1 |
| Kotak Multi Asset Allocation (G) | Not Ranked |
99.35 | 2.2 | 4.1 | 4.2 | 7.1 | -- |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| No Holdings Data Available | |||
| 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. |
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