MF Gyan
otherModerate risk12 years oldSteady vs its 3-year pace

Axis Hybrid Fund - Series 15 - Direct Plan - Dividend

A specialised fund. Check the scheme details for what it invests in. From Axis Mutual Fund. It's been running since 23 Sep 2014.

Latest price per unit
₹12.8871
▲ 0.01% today
As of 14 Mar 2018 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.14 L
▲ ₹14.2k gain · 14.2% / year
Invested 3 years ago
₹1.16 L
▲ ₹15.5k gain · 4.9% / 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₹2.08 L
Gain / loss+₹27.8k
XIRR (annualised)9.89%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹2.10 L
Projected gain*+₹30.3k
*at this fund's historical rate of 9.89% 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
14.19%median 4.49% (+9.70%)
Rank #58 of 501Beats 87% of peers
3-year return
4.93%median 6.00% (-1.07%)
Rank #116 of 501Beats 45% of peers
Bumpiness (3Y)
11.26%median 5.00% (+6.26%)
Rank #336 of 501Less risky than 32% of peers
Worst-ever drop
-13.01%median -6.85% (-6.16%)
Rank #163 of 501Less risky than 68% 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. 3 of last 5 years were positive.

-2%
2014
-4%
2015
+3%
2016
+21%
2017
+1%
2018
Best year
2017 · 21.12%
Worst year
2015 · -3.86%

Price over time

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

Bumpiness & worst drops

Day-to-day bumpiness
11.3%

The value swings roughly 11% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-13.01%

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 15 - Direct Plan - Dividend against other other funds.

Technical details (for the pros)
CAGR — 1 year14.19%
CAGR — 3 years4.93%
CAGR — 5 years—
CAGR — since launch6.28%
Volatility — 1 year (annualised)6.95%
Volatility — 3 years (annualised)11.26%
Max drawdown — 1 year-3.66%
Max drawdown — 3 years-11.43%
Sharpe ratio — 1 year (rf=6%)1.11
Sharpe ratio — 3 years (rf=6%)-0.08

Fund info

Fund house
Axis Mutual Fund
Category
Income
Plan
Direct
Option
Dividend
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
131084
First price on record
23 Sep 2014 · 836 daily prices

About Axis Hybrid Fund - Series 15 - Direct Plan - Dividend

Axis Hybrid Fund - Series 15 - Direct Plan - Dividend is a Income offered by Axis Mutual Fund under the Direct plan with the Dividend 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 Hybrid Fund - Series 15 - Direct Plan - Dividend is ₹12.8871 (as of 14 Mar 2018). Historically, it has delivered 14.18% over the last year, 4.93% CAGR over 3 years. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 11.3% annualised volatility — a "moderate" level of bumpiness; its deepest peak-to-trough fall on record was 13.0%. 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 15 - Direct Plan - Dividend?+

The latest NAV of Axis Hybrid Fund - Series 15 - Direct Plan - Dividend is ₹12.8871 as of 14 Mar 2018, 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 15 - Direct Plan - Dividend?+

Axis Hybrid Fund - Series 15 - Direct Plan - Dividend has delivered 1-year return 14.18%, 3-year CAGR 4.93%, since-inception CAGR 6.28%. Returns are historical and don't predict future performance — markets move in cycles.

What category does Axis Hybrid Fund - Series 15 - Direct Plan - Dividend belong to?+

Axis Hybrid Fund - Series 15 - Direct Plan - Dividend is categorised as Income. A specialised fund. Check the scheme details for what it invests in.

How risky is Axis Hybrid Fund - Series 15 - Direct Plan - Dividend?+

Based on its 3-year annualised volatility of 11.3%, Axis Hybrid Fund - Series 15 - Direct Plan - Dividend sits in the "moderate" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is Axis Hybrid Fund - Series 15 - Direct Plan - Dividend a direct plan?+

Axis Hybrid Fund - Series 15 - Direct Plan - Dividend is a Direct plan (no distributor commission — lower expense ratio) with the IDCW option (periodic distributions, taxable at your slab rate).

How old is Axis Hybrid Fund - Series 15 - Direct Plan - Dividend?+

Axis Hybrid Fund - Series 15 - Direct Plan - Dividend has NAV history available from 23 Sep 2014 — approximately 12 years of track record and 836 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.