Axis Hybrid Fund - Series 3 (3 Year) - (D) NAV | Axis Mutual Fund | Axis Hybrid Fund - Series 3 (3 Year)

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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL.
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View Historic Graph From To

Returns (NAV as on May-17-2013)

Period	Returns (%)	Rank #
1 mth	5.8	-
3 mth	4.6	-
6 mth	9.6	-
1 year	17.7	-
2 year	-	-
3 year	-	-
5 year	-	-

# Moneycontrol Rank within 16 Debt Oriented Hybrid Speciality Funds Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2013	-3.5	-	-	-	-
2012	9.5	-3.5	1.4	1.8	13.2
2011	-	-	-	-6.7	-6.7

View where it stands within its peers

* Returns over 1 year are Annualised

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Performance

Fund returns v/s Category average (Debt Oriented Hybrid Speciality Funds)

* Returns over 1 year are Annualised

	1 mth (%)	3 mth (%)	6 mth (%)	1 yr (%)	2 yr (%)	3 yr (%)	5yr (%)
Fund Returns	5.8	4.6	9.6	17.7	--	--	--
Category avg	2.9	1.7	3.5	8.5	4.9	2.4	2.5
Difference of Fund returns and Category returns	2.9	2.9	6.1	9.2	--	--	--
Best of category	4.1	5.6	9.1	14.7	10.4	9.5	10.1
Worst of category	1.1	-2.5	-3.6	1.7	4.7	4.5	3.2

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)	20.09 (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

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

Debt Oriented Hybrid Speciality Funds	Crisil Rank	Assets (Rs.cr)
Debt Oriented Hybrid Speciality Funds	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
Axis Triple Advantage Fund (G)	Not Ranked	628.67	-0.1	0.7	11.0	--	--
Canara Robeco InDiGo Fund (G)	Not Ranked	721.70	-2.5	-3.6	1.7	--	--
UTI Mahila Unit Scheme (G)	Not Ranked	228.70	3.1	5.1	12.3	6.0	8.3
Kotak Multi Asset Allocation (G)	Not Ranked	143.04	3.2	6.4	13.9	--	--
HDFC Childrens Gift (Sav)	Not Ranked	72.35	2.3	4.1	9.7	9.2	10.1
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (Feb 28, 13)

Debt	Rating	Value (Rs cr)	Asset %
9.65% Housing Development Finance Corporation Ltd (16/08/2014)	CRISIL AAA	10.41	11.61
9.32% NABARD (16/08/2014)	CRISIL AAA	10.27	11.46
8.00% Rural Electrification Corporation Ltd (05/08/2014)	CRISIL AAA	7.94	8.87
10.20% Tata Sons Ltd (27/05/2014)	CRISIL AAA	7.83	8.74
10.20% LIC Housing Finance Ltd (07/06/2014)	CRISIL AAA	5.03	5.61
9.64% Power Finance Corporation Ltd (29/06/2014)	CRISIL AAA	5.01	5.59
9.80% LIC Housing Finance Ltd (10/08/2014)	CRISIL AAA	5.01	5.59
10.25% Tata Sons Ltd (13/05/2014)	CRISIL AAA	3.52	3.93
ICICI Home Finance Company Ltd (14/08/2014)	CARE AAA	2.98	3.33
8.60% Power Finance Corporation Ltd (07/08/2014)	CRISIL AAA	2.97	3.31