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Axis Capital Protection Oriented Fund - Series 3 (3 Years) (G)

PLAN: Regular OPTIONS: Growth
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15.328 0.02 (0.10%)

NAV as on 26 Nov, 2014

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  N.A

N.A

FUND FAMILY : Axis Mutual Fund FUND CLASS : Capital Protection Funds
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

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Returns (NAV as on 26 Nov, 2014)

Period Returns (%) Rank #
1 mth 4.0 17
3 mth 4.5 38
6 mth 10.2 30
1 year 25.7 11
2 year 14.5 9
3 year - -
5 year - -

# Moneycontrol Rank within 113 Capital Protection Funds Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 5.4 7.4 2.1 - -
2013 -7.0 -1.2 -4.0 4.0 3.8
2012 11.9 -8.3 1.2 -0.6 12.5

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Capital Protection Funds)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 4.0 4.5 10.2 25.7 14.5 -- --
Category avg 2.1 3.4 6.4 10.7 3.4 1.1 --
Difference of Fund returns and Category returns 1.9 1.1 3.8 15.0 11.1 -- --
Best of category 5.3 6.9 13.1 30.3 17.2 16.4 --
Worst of category -0.3 1.6 5.8 10.9 8.0 8.4 0.00

Investment Info

Investment Objective

The Scheme will endeavor to protect the capital by investing in a portfolio of debt & money market instruments that are maturing on or before the maturity of the Scheme. The scheme also aims to provide capital appreciation through exposure in equity & equity related instruments.

Scheme details

Fund Type Close-Ended
Investment Plan Growth
Launch date Dec 23, 2011
Benchmark CRISIL MIP Blended Fund
Asset Size (Rs cr) 338.11 (Sep-30-2014)
Minimum Investment Rs.5000
Last Dividend N.A.
Bonus N.A.
Fund Manager Devang Shah / Sudhanshu Asthana
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
Email customerservice@axismf.com
Website http://www.axismf.com

Peer Comparison

Capital Protection Funds Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Birla SL CPOF - Sr1 (27 Mths) Not Ranked
706.34 0.0 0.0 -- -- --
Sundaram CPOF- Sr 2 -3 yrs (G) Not Ranked
292.23 0.0 0.0 -- -- --
Birla SL CPOF - Sr-2 (36 Mths) Not Ranked
335.80 0.0 0.0 -- -- --
Axis CPOF - Sr5 (42 Months) (G) Not Ranked
335.90 5.6 12.3 27.5 -- --
Axis CPOF - Sr3 (3 Years) (G) Not Ranked
338.11 4.5 10.2 25.7 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 13)

Equity Sector Value
(Rs cr)
Asset %
No Holdings Data Available

Full Portfolio

Sector Allocation (Feb 28, 13)

Sector %

1-Year

HighLow

No Sector Data Available

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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

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Sector (%)
Top 3 N.A.

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