MF Gyan
otherLow risk12 years old

Axis Fixed Term Plan - Series 69 (3 Years) - Direct Plan - Growth

A specialised fund. Check the scheme details for what it invests in. From Axis Mutual Fund. It's been running since 5 Aug 2014.

Latest price per unit
₹13.0473
▲ 0.05% today
As of 31 Jul 2017 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.08 L
▲ ₹7.7k gain · 7.7% / 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₹60.0k
Value today₹62.3k
Gain / loss+₹2.3k
XIRR (annualised)7.36%
Looking forward · hypothetical
You would invest₹60.0k
Would become*₹62.4k
Projected gain*+₹2.4k
*at this fund's historical rate of 7.36% 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
7.67%median 4.49% (+3.19%)
Rank #155 of 501Beats 64% of peers
Bumpiness (3Y)
0.65%median 5.00% (-4.35%)
Rank #77 of 501Less risky than 85% of peers
Worst-ever drop
-0.23%median -6.85% (+6.62%)
Rank #438 of 501Less risky than 12% 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. 4 of last 4 years were positive.

+5%
2014
+9%
2015
+9%
2016
+4%
2017
Best year
2015 · 9.36%
Worst year
2017 · 4.13%

Price over time

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

Bumpiness & worst drops

Day-to-day bumpiness
0.7%

The value swings roughly 1% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-0.23%

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 Fixed Term Plan - Series 69 (3 Years) - Direct Plan - Growth against other other funds.

Technical details (for the pros)
CAGR — 1 year7.67%
CAGR — 3 years—
CAGR — 5 years—
CAGR — since launch9.27%
Volatility — 1 year (annualised)0.38%
Volatility — 3 years (annualised)0.65%
Max drawdown — 1 year-0.09%
Max drawdown — 3 years-0.23%
Sharpe ratio — 1 year (rf=6%)4.50
Sharpe ratio — 3 years (rf=6%)5.09

Fund info

Fund house
Axis Mutual Fund
Category
Income
Plan
Direct
Option
Growth
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
130665
First price on record
5 Aug 2014 · 718 daily prices

About Axis Fixed Term Plan - Series 69 (3 Years) - Direct Plan - Growth

Axis Fixed Term Plan - Series 69 (3 Years) - Direct Plan - Growth is a Income offered by Axis Mutual Fund under the Direct plan with the Growth option. It has approximately 12 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 Fixed Term Plan - Series 69 (3 Years) - Direct Plan - Growth is ₹13.0473 (as of 31 Jul 2017). Historically, it has delivered 7.71% over the last year. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 0.7% annualised volatility — a "low" level of bumpiness; its deepest peak-to-trough fall on record was 0.2%. 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 Fixed Term Plan - Series 69 (3 Years) - Direct Plan - Growth?+

The latest NAV of Axis Fixed Term Plan - Series 69 (3 Years) - Direct Plan - Growth is ₹13.0473 as of 31 Jul 2017, up 0.05% from the previous day. NAV is updated once a business day after the market close.

What are the returns of Axis Fixed Term Plan - Series 69 (3 Years) - Direct Plan - Growth?+

Axis Fixed Term Plan - Series 69 (3 Years) - Direct Plan - Growth has delivered 1-year return 7.71%, since-inception CAGR 9.27%. Returns are historical and don't predict future performance — markets move in cycles.

What category does Axis Fixed Term Plan - Series 69 (3 Years) - Direct Plan - Growth belong to?+

Axis Fixed Term Plan - Series 69 (3 Years) - Direct Plan - Growth is categorised as Income. A specialised fund. Check the scheme details for what it invests in.

How risky is Axis Fixed Term Plan - Series 69 (3 Years) - Direct Plan - Growth?+

Based on its 3-year annualised volatility of 0.7%, Axis Fixed Term Plan - Series 69 (3 Years) - 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 Fixed Term Plan - Series 69 (3 Years) - Direct Plan - Growth a direct plan?+

Axis Fixed Term Plan - Series 69 (3 Years) - 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 Fixed Term Plan - Series 69 (3 Years) - Direct Plan - Growth?+

Axis Fixed Term Plan - Series 69 (3 Years) - Direct Plan - Growth has NAV history available from 5 Aug 2014 — approximately 12 years of track record and 718 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.