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Axis Dynamic Equity Fund - Growth

  • Regular
  • Direct
Category : Dynamic Asset Allocation or Balanced Advantage
Fund House : Axis Mutual Fund
(Min ₹1000 for SIP, ₹5000 for one time investment)

Returns (NAV as on 15th November, 2019)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 08-Nov-19 10008.90 0.09% - -0.44% 6/21
1 Month 15-Oct-19 10125.60 1.26% - 2.80% 20/21
3 Month 14-Aug-19 10329.40 3.29% - 4.87% 20/21
6 Month 15-May-19 10434.40 4.34% - 5.09% 14/20
YTD 01-Jan-19 10541.50 5.42% - 3.41% 14/20
1 Year 15-Nov-18 10731.90 7.32% 7.32% 8.27% 13/18
2 Year 15-Nov-17 11112.20 11.12% 5.41% 4.61% 8/15
Since Inception 01-Aug-17 11290.00 12.90% 5.44% 9.43% 20/21

SIP Returns (NAV as on 15th November, 2019)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 15-Nov-18 12000 12499.46 4.16 % 7.77 %
2 Year 15-Nov-17 24000 25345.3 5.61 % 5.33 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.18% 1.26% 3.20% 4.25% 3.30% 7.63% 5.32% 0.00% 0.00%
Nifty 50 0.27% 4.68% 7.64% 5.79% 2.14% 12.25% 7.96% 12.65% 7.19%
Benchmark: Nifty 50 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
Category Average 0.16% 2.80% 4.87% 5.09% 3.41% 8.27% 4.61% 8.21% 6.99%
Category Rank 9/21 20/21 20/21 14/20 14/20 13/18 8/15 0/0 0/0
Best in Category 0.32% 4.39% 8.06% 9.30% 7.34% 13.05% 6.91% 10.88% 9.01%
Worst in Category -0.10% 1.08% 1.98% -3.19% -5.34% -2.39% -1.69% 2.46% 4.02%

Best Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q4 - 2017 3.99% 5.84% 6.61% 4.22%
Q4 - 2017 3.99% 5.84% 6.61% 4.22%
Q2 - 2018 2.90% 4.36% 3.15% -1.23%

Worst Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q1 - 2018 -0.39% -2.14% -2.77% -1.51%
Q1 - 2018 -0.67% -2.14% -2.77% -1.51%
Q3 - 2018 0.19% 3.29% 2.44% 0.1%

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