Axis Hybrid Fund - Series 3 (3 Year) - (D)
Fund Family Axis Mutual Fund
Fund Class Equity Oriented Hybrid Speciality Funds
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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 | -4.0 | - |
| 3 mth | -7.2 | - |
| 6 mth | -3.4 | - |
| 1 year | - | - |
| 2 year | - | - |
| 3 year | - | - |
| 5 year | - | - |
# Moneycontrol Rank within 20 Equity Oriented Hybrid Speciality Funds Schemes.
Absolute Returns (in %)
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2012 | 9.5 | - | - | - | - |
| 2011 | - | - | - | -6.7 | -6.7 |
* Returns over 1 year are Annualised
Performance
Fund returns v/s Category average (Equity Oriented Hybrid Speciality Funds)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | -4.0 | -7.2 | -3.4 | -- | -- | -- | -- |
| Category avg | -3.0 | -2.5 | 3.2 | -1.2 | 2.2 | 5.7 | 2.9 |
| Difference of Fund returns and Category returns | -1.0 | -4.7 | -6.6 | -- | -- | -- | -- |
| Best of category | -0.7 | 2.4 | 9.9 | 9.1 | 12.3 | 20.6 | 11.0 |
| Worst of category | -5.2 | -7.0 | -1.7 | -12.2 | -6.0 | -4.8 | -9.8 |
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 | Dividend |
| Launch date | Sep 30, 2011 |
| Benchmark | CRISIL MIP Blended Fund |
| Asset Size (Rs cr) | 19.92 (Mar-31-2012) |
| Minimum Investment | Rs.5000 |
| Last Dividend | N.A. |
| Bonus | N.A. |
| Fund Manager | R. Sivakumar / Jinesh Gopani 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
| Equity Oriented Hybrid Speciality Funds | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| Templeton (I) Pension Plan (G) | Not Ranked |
217.75 | -1.1 | 3.1 | 3.6 | 7.4 | 6.1 |
| Tata Young Citizens Fund | Not Ranked |
170.54 | 1.0 | 7.6 | 6.4 | 11.4 | 6.7 |
| LIC NOMURA Unit Linked Insurance | Not Ranked |
129.85 | -6.2 | -1.7 | -6.9 | 1.6 | 0.1 |
| LIC NOMURA Systematic AA Fund (G) | Not Ranked |
54.34 | -7.0 | -0.1 | -12.2 | -4.8 | -- |
| Fidelity I C P - Marriage Fund (G) | Not Ranked |
23.06 | -1.3 | 4.5 | 0.6 | -- | -- |
| * 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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Oct 25, 2011
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