Axis Hybrid Fund - Series 3 (3 Year) (G)
NAV as on 07 Oct, 2014
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Not Ranked
This scheme is not ranked by CRISIL (for quarter ended Mar 2017) since it does not fulfill certain eligibility criteria of CRISIL
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Returns (NAV as on 07 Oct, 2014)
| 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 40 Debt Oriented Hybrid Speciality Funds Schemes.
Absolute Returns (in %)
| 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
Performance
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 | 0.6 | 2.0 | 4.2 | 7.2 | 7.9 | 7.2 | 5.6 |
| Difference of Fund returns and Category returns | -0.2 | -0.7 | 2.2 | 9.1 | 1.8 | 0.0 | -- |
| Best of category | 3.9 | 6.6 | 25.6 | 38.3 | 24.1 | 19.7 | 16.2 |
| Worst of category | -3.4 | -2.3 | -4.8 | -5.0 | 2.3 | 2.2 | 3.1 |
Investment Info
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.
Scheme details
| 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 |
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 |
| customerservice@axismf.com | |
| Website | http://www.axismf.com |
Peer Comparison
| Debt Oriented Hybrid Speciality Funds | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| UTI Childrens Career Balanced | Not Ranked |
3,568.18 | 3.1 | 7.4 | 13.1 | 13.1 | 14.6 |
| UTI CRTS 81(G) | Not Ranked |
468.32 | 3.3 | 6.3 | 11.7 | 10.3 | 12.1 |
| Axis Triple Advantage Fund (G) | Not Ranked |
336.69 | 2.9 | 7.9 | 6.0 | 7.9 | 8.8 |
| UTI Smart Woman Savings Plan (G) | Not Ranked |
191.27 | 3.5 | 7.4 | 10.8 | 10.6 | 11.0 |
| HDFC Debt-Cancer Cure 2014-50% - DP | Not Ranked |
98.47 | -2.3 | -4.8 | -5.0 | -- | -- |
| * Returns over 1 year are Annualised | More » | ||||||
Portfolio
Top Holdings (Feb 28, 13)
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| No Holdings Data Available | |||
Asset Allocation (%)(Feb 28, 13)
| 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
What 3 strategies according to Axis MF can be good for market
Chandresh Kumar Nigam, MD & CEO, Axis Mutual Fund believes it is good for the market if it consolida ...
Oct 07, 2016 at 12:48 | Source: CNBC-TV18
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See better returns from fixed income in 12-mths: Axis MF
Every investor needs to have asset allocation towards fixed income, says R Sivakumar, Head Fixed Inc ...
Sep 08, 2015 at 14:20 | Source: CNBC-TV18
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MF houses raise the bar on investment to curb mis-selling
In order to check mis-selling, mutual fund houses have taken a slew of steps, including raising the ...
Jul 24, 2015 at 9:21 | Source: PTI
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