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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 | 4.1 | - |
| 3 mth | 0.1 | - |
| 6 mth | - | - |
| 1 year | - | - |
| 2 year | - | - |
| 3 year | - | - |
| 5 year | - | - |
# Moneycontrol Rank within 16 Debt Oriented Hybrid Speciality Funds Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -3.0 | - | - | - | - |
* 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 | 4.1 | 0.1 | -- | -- | -- | -- | -- |
| Category avg | 2.9 | 1.7 | 3.5 | 8.5 | 4.9 | 2.4 | 2.5 |
| Difference of Fund returns and Category returns | 1.2 | -1.6 | -- | -- | -- | -- | -- |
| 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 |
| Benchmark returns # | 5.5 | 3.6 | 10.5 | 25.5 | 5.9 | 7.6 | 3.8 |
| Difference of Fund returns and Benchmark returns | -1.4 | -3.5 | -- | -- | -- | -- | -- |
Investment Objective
To generate regular income through investments in debt & money market instruments, along with capital appreciation through limited exposure to equity and equity related instruments. It also aims to manage risk through active asset allocation.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Dividend |
| Launch date | Jan 01, 2013 |
| Benchmark | CNX NIFTY |
| Asset Size (Rs cr) | 0.20 (Mar-30-2013) |
| Minimum Investment | Rs.5000 |
| Last Dividend | N.A. |
| Bonus | N.A. |
| Fund Manager | R. Sivakumar / Sudhanshu Asthana View performance of schemes managed by the Fund Manager |
| Notes | N.A |
| Entry Load | N.A |
|---|---|
| Exit Load | 1.00% |
| Load Comments | Exit load 1% if redeemed / switched out within 2 years from the date of allotment. |
| 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 (%) | |||
| 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 » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| ICICI Bank | Banking/Finance | - | 3.04 |
| HDFC | Banking/Finance | - | 2.63 |
| HDFC Bank | Banking/Finance | - | 2.61 |
| ONGC | Oil & Gas | - | 2.32 |
| Infosys | Technology | - | 1.91 |
| Madras Cements | Cement | - | 1.65 |
| UltraTechCement | Cement | - | 1.59 |
| Motherson Sumi | Automotive | - | 1.44 |
| Lupin | Pharmaceuticals | - | 1.34 |
| Emami | Cons NonDurable | - | 1.31 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 12.47 | 12.47 | 10.52 |
| Oil & Gas | 4.11 | 4.11 | 2.47 |
| Technology | 3.25 | 4.01 | 3.25 |
| Cement | 3.24 | 4.08 | 1.70 |
| Chemicals | 1.93 | 1.97 | 1.91 |
| Pharmaceuticals | 1.84 | 2.12 | 1.11 |
| Equity | 33.82 |
| Others | 2.35 |
| Debt | 23.89 |
| Mutual Funds | 27.73 |
| Money Market | 8.71 |
| Cash / Call | 3.53 |
| Holdings | (%) |
|---|---|
| Top 5 | 12.51 |
| Top 10 | 19.84 |
| Sector | (%) |
|---|---|
| Top 3 | 19.83 |
Axis Mutual Fund appoints Chandresh Nigam as MD & CEO
Apr 30, 2013 at 10:53 | Source:
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Apr 11, 2013 at 15:56 | Source:
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