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SET SMS ALERT Fund Family Axis Mutual Fund
Fund Class Debt Oriented Hybrid Speciality Funds
Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | -5.1 | - |
| 3 mth | 0.3 | - |
| 6 mth | -1.6 | - |
| 1 year | 7.7 | - |
| 2 year | - | - |
| 3 year | - | - |
| 5 year | - | - |
# Moneycontrol Rank within Debt Oriented Hybrid Speciality Funds Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -4.8 | - | - | - | - |
| 2012 | 9.6 | -5.2 | 1.2 | 0.9 | 11.8 |
| 2011 | - | - | 1.0 | -5.5 | -6.5 |
* Returns over 1 year are Annualised
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 | -5.1 | 0.3 | -1.6 | 7.7 | -- | -- | -- |
| Category avg | -0.7 | 1.4 | 1.0 | 7.2 | 4.4 | 2.1 | 2.5 |
| Difference of Fund returns and Category returns | -4.4 | -1.1 | -2.6 | 0.5 | -- | -- | -- |
| Best of category | 2.1 | 4.8 | 6.7 | 12.6 | 9.5 | 8.6 | 10.4 |
| Worst of category | -3.8 | -0.9 | -2.5 | 1.2 | 4.1 | 4.3 | 3.3 |
Investment Objective
Axis Hybrid Fund - Series 2 (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.
| Fund Type | Close-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Aug 30, 2011 |
| Benchmark | CRISIL MIP Blended Fund |
| Asset Size (Rs cr) | 209.96 (Mar-30-2013) |
| Minimum Investment | Rs.5000 |
| Last Dividend | N.A. |
| Bonus | N.A. |
| Fund Manager | Devang Shah View performance of schemes managed by the Fund Manager |
| Notes | N.A |
| Entry Load | N.A |
|---|---|
| Exit Load | 0.00% |
| Load Comments | N.A. |
| 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 |
| Debt Oriented Hybrid Speciality Funds | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| Canara Robeco InDiGo Fund (G) | Not Ranked |
721.70 | -0.9 | -1.2 | 1.3 | -- | -- |
| UTI Mahila Unit Scheme (G) | Not Ranked |
228.70 | 1.6 | 1.1 | 8.9 | 5.0 | 8.3 |
| Kotak Multi Asset Allocation (G) | Not Ranked |
143.04 | 2.6 | 3.5 | 11.1 | -- | -- |
| HDFC Childrens Gift (Sav) | Not Ranked |
72.35 | 2.1 | 2.7 | 8.3 | 8.3 | 10.4 |
| Union KBC AAF - Moderate Plan (G) | Not Ranked |
47.54 | 1.9 | 1.5 | 8.3 | -- | -- |
| * Returns over 1 year are Annualised | More » | ||||||
| Debt | Rating | Value (Rs cr) |
Asset % |
|---|---|---|---|
| 9.65% Housing Development Finance Corporation Ltd (16/08/2014) | CRISIL AAA | 30.82 | 12.33 |
| 9.32% NABARD (16/08/2014) | CRISIL AAA | 30.22 | 12.09 |
| 8.60% Power Finance Corporation Ltd (07/08/2014) | CRISIL AAA | 28.17 | 11.28 |
| 9.43% Rural Electrification Corporation Ltd (10/08/2014) | CRISIL AAA | 23.88 | 9.56 |
| 9.75% LIC Housing Finance Ltd (26/08/2014) | CRISIL AAA | 18.81 | 7.53 |
| 10.05% Tata Sons Ltd (16/06/2014) | CRISIL AAA | 15.04 | 6.02 |
| 10.20% Tata Sons Ltd (27/05/2014) | CRISIL AAA | 11.94 | 4.78 |
| 9.80% LIC Housing Finance Ltd (10/08/2014) | CRISIL AAA | 10.31 | 4.13 |
| ICICI Home Finance Company Ltd (14/08/2014) | CARE AAA | 7.27 | 2.91 |
| 8.00% Rural Electrification Corporation Ltd (05/08/2014) | CRISIL AAA | 6.08 | 2.43 |
| Equity | 0.00 |
| Others | 20.72 |
| Debt | 74.98 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 4.30 |
| Holdings | (%) |
|---|---|
| Top 5 | 52.79 |
| Top 10 | 73.06 |
| Sector | (%) |
|---|---|
| Top 3 | N.A. |
Axis Mutual Fund appoints Chandresh Nigam as MD & CEO
Axis Mutual Fund appoints Chandresh Nigam as MD & CEO
Apr 30, 2013 at 10:53 | Source: Moneycontrol.com
Inflation indexed bonds: Will it find buyers?
Rajiv Anand, MD & CEO, Axis AMC feels inflation indexed bond is a good idea to attract retail inves ...
Apr 11, 2013 at 15:56 | Source: CNBC-TV18
AMCs revise exit loads on schemes to avoid quick sell-offs
Looking to discourage investors from quick sell-offs, fund houses have begun revising upwards their ...
Oct 15, 2012 at 10:36 | Source: PTI
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
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