NAV as on 07 Oct, 2014
CRISIL MF RANK
|
|
Not Ranked
This scheme is not ranked by CRISIL (for quarter ended Jun 2016) since it does not fulfill certain eligibility criteria of CRISIL
No Data to display
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 0.4 | - |
| 3 mth | 1.3 | - |
| 6 mth | 6.4 | - |
| 1 year | 16.3 | - |
| 2 year | 9.7 | - |
| 3 year | 7.2 | - |
| 5 year | - | - |
# Moneycontrol Rank within 39 Debt Oriented Hybrid Speciality Funds Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2014 | 3.4 | 5.4 | 1.3 | 0.1 | 12.6 |
| 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
* Calculation Remark - Dividends are reinvested at the rate of return
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 | 0.4 | 1.3 | 6.4 | 16.3 | 9.7 | 7.2 | -- |
| Category avg | -0.3 | 2.8 | 6.9 | 9.0 | 8.2 | 8.6 | 4.9 |
| Difference of Fund returns and Category returns | 0.7 | -1.5 | -0.5 | 7.3 | 1.5 | -1.4 | -- |
| Best of category | 1.2 | 7.5 | 25.6 | 38.3 | 24.1 | 21.8 | 15.8 |
| Worst of category | -3.6 | -2.2 | -2.4 | -1.0 | 2.3 | 2.2 | 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) | 5.50 (Dec-31-2014) |
| Minimum Investment | Rs.5000 |
| Last Dividend | N.A. |
| Bonus | N.A. |
| Fund Manager | Ashwin Patni / Devang Shah 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 Bal - Direct | Not Ranked |
26.30 | 6.1 | 12.5 | 12.8 | 18.7 | -- |
| UTI Childrens Career Balanced | Not Ranked |
3,335.07 | 6.1 | 12.4 | 12.7 | 18.6 | 13.8 |
| UTI CRTS 81 - Direct (G) | Not Ranked |
24.04 | 4.7 | 10.1 | 10.3 | 14.0 | -- |
| UTI CRTS 81(G) | Not Ranked |
431.60 | 4.6 | 9.8 | 9.9 | 13.5 | 12.5 |
| Axis Triple Advantage Fund (G) | Not Ranked |
367.57 | 3.8 | 10.4 | 11.6 | 10.9 | 9.4 |
| * 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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