Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹5000
AUM (Fund size)
₹10 Cr
Lock In Period
N/A
Expense Ratio
1.04
Benchmark
CRISIL Hybrid 85+15 - Conservative Index
Exit Load
Nil
Summary
Latest details for Axis Hybrid Fund - Series 5 Growth include a ₹13.6994 NAV as of Sep 30,2020 and returns since inception of 7.96%. Minimum investments start at SIP ₹0. The Axis Hybrid Fund - Series 5 Growth AUM is ₹10 Cr, with a lock-in of N/A years, expense ratio of 1.04%, and benchmark CRISIL Hybrid 85+15 - Conservative Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.19% returns, against a category average of -1.95% and a category best of 297.26%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.19 | -1.95 | 297.26 |
| 6M | 0.05 | 0.99 | 315.31 |
| 1Y | -1.10 | 4.86 | 339.02 |
| 3Y | 2.59 | 11.98 | 55.84 |
Portfolio Analysis
- Equity:
- Debt: 100.00%
- Others
As on: 2020-09-30
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About Fund
Axis Hybrid Fund - Series 5 Growth managed by Axis Mutual Fund,is a Debt - Hybridscheme with Assets Under Management of ₹10 Crore. The fund benchmarks its performance against the CRISIL Hybrid 85+15 - Conservative Index while maintaining an expense ratio of 1.04. Under the expert guidance of Devang Shah ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundUTI Dual Advantage Fixed Term Fund Series II - II Growth | 0 | 27.84 CR | 1.16 |
| This FundUTI Dual Advantage Fixed Term Fund Series II - I Growth | 0 | 195.17 CR | 1.09 |
| This FundAxis Hybrid Fund - Series 5 Growth | 0 | 9.84 CR | 1.04 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundUTI Dual Advantage Fixed Term Fund Series II - II Growth | 13.2984 | 7.3177 |
| This FundUTI Dual Advantage Fixed Term Fund Series II - I Growth | 9.4351 | 7.8186 |
| This FundAxis Hybrid Fund - Series 5 Growth | -1.0952 | 7.9577 |
FAQs
Axis Hybrid Fund - Series 5 Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Axis Hybrid Fund - Series 5 Growth is 1.04. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Axis Hybrid Fund - Series 5 Growth’s fund performance is as follows:
- 1 Month : 0.19%
- 6 Months : 0.05%
- 1 Year : -1.10%
- 3 Years : 2.59%
You can invest in Axis Hybrid Fund - Series 5 Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Axis Hybrid Fund - Series 5 Growth is ₹10 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Axis Hybrid Fund - Series 5 Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500