MF Gyan
otherLow risk13 years oldSteady vs its 3-year pace

Axis Hybrid Fund - Series 5 (1346 Days) - Direct Plan - Growth

A specialised fund. Check the scheme details for what it invests in. From Axis Mutual Fund. It's been running since 30 Jul 2013.

Latest price per unit
₹14.6279
▲ 0.01% today
As of 30 Sep 2020 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹99.5k
▼ ₹478 loss · -0.5% / year
Invested 3 years ago
₹1.11 L
▲ ₹10.7k gain · 3.5% / year
Invested 5 years ago
₹1.17 L
▲ ₹16.8k gain · 3.2% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹1.80 L
Value today₹1.88 L
Gain / loss+₹8.1k
XIRR (annualised)2.87%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹1.88 L
Projected gain*+₹8.2k
*at this fund's historical rate of 2.87% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 500 other funds in Income

Same plan
1-year return
-0.48%median 4.49% (-4.96%)
Rank #355 of 501Beats 18% of peers
3-year return
3.46%median 6.00% (-2.54%)
Rank #128 of 501Beats 40% of peers
5-year return
3.16%median 4.91% (-1.75%)
Rank #43 of 501Beats 41% of peers
Bumpiness (3Y)
3.97%median 5.00% (-1.03%)
Rank #211 of 501Less risky than 57% of peers
Worst-ever drop
-17.61%median -6.85% (-10.77%)
Rank #113 of 501Less risky than 78% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 5 of last 7 years were positive.

+20%
2014
-4%
2015
+1%
2016
+4%
2017
+4%
2018
+8%
2019
-2%
2020
Best year
2014 · 19.72%
Worst year
2015 · -4.15%

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
4.0%

The value swings roughly 4% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-17.61%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of Axis Hybrid Fund - Series 5 (1346 Days) - Direct Plan - Growth against other other funds.

Technical details (for the pros)
CAGR — 1 year-0.48%
CAGR — 3 years3.46%
CAGR — 5 years3.16%
CAGR — since launch4.99%
Volatility — 1 year (annualised)3.37%
Volatility — 3 years (annualised)3.97%
Max drawdown — 1 year-3.81%
Max drawdown — 3 years-3.81%
Sharpe ratio — 1 year (rf=6%)-1.92
Sharpe ratio — 3 years (rf=6%)-0.63

Fund info

Fund house
Axis Mutual Fund
Category
Income
Plan
Direct
Option
Growth
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
122951
First price on record
30 Jul 2013 · 1,728 daily prices

About Axis Hybrid Fund - Series 5 (1346 Days) - Direct Plan - Growth

Axis Hybrid Fund - Series 5 (1346 Days) - Direct Plan - Growth is a Income offered by Axis Mutual Fund under the Direct plan with the Growth option. It has approximately 13 years of NAV track record. The fund falls in the other category — A specialised fund. Check the scheme details for what it invests in.

The current NAV of Axis Hybrid Fund - Series 5 (1346 Days) - Direct Plan - Growth is ₹14.6279 (as of 30 Sep 2020). Historically, it has delivered -0.48% over the last year, 3.46% CAGR over 3 years, 3.16% CAGR over 5 years. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 4.0% annualised volatility — a "low" level of bumpiness; its deepest peak-to-trough fall on record was 17.6%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of Axis Hybrid Fund - Series 5 (1346 Days) - Direct Plan - Growth?+

The latest NAV of Axis Hybrid Fund - Series 5 (1346 Days) - Direct Plan - Growth is ₹14.6279 as of 30 Sep 2020, up 0.01% from the previous day. NAV is updated once a business day after the market close.

What are the returns of Axis Hybrid Fund - Series 5 (1346 Days) - Direct Plan - Growth?+

Axis Hybrid Fund - Series 5 (1346 Days) - Direct Plan - Growth has delivered 1-year return -0.48%, 3-year CAGR 3.46%, 5-year CAGR 3.16%, since-inception CAGR 4.99%. Returns are historical and don't predict future performance — markets move in cycles.

What category does Axis Hybrid Fund - Series 5 (1346 Days) - Direct Plan - Growth belong to?+

Axis Hybrid Fund - Series 5 (1346 Days) - Direct Plan - Growth is categorised as Income. A specialised fund. Check the scheme details for what it invests in.

How risky is Axis Hybrid Fund - Series 5 (1346 Days) - Direct Plan - Growth?+

Based on its 3-year annualised volatility of 4.0%, Axis Hybrid Fund - Series 5 (1346 Days) - Direct Plan - Growth sits in the "low" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is Axis Hybrid Fund - Series 5 (1346 Days) - Direct Plan - Growth a direct plan?+

Axis Hybrid Fund - Series 5 (1346 Days) - Direct Plan - Growth is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).

How old is Axis Hybrid Fund - Series 5 (1346 Days) - Direct Plan - Growth?+

Axis Hybrid Fund - Series 5 (1346 Days) - Direct Plan - Growth has NAV history available from 30 Jul 2013 — approximately 13 years of track record and 1,728 daily NAV observations.

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.