MF Gyan
otherModerate risk11 years oldCooling recently (last 6m ≈ -5% p.a.)

Axis Hybrid Fund - Series 25 - Direct Plan - Growth

A specialised fund. Check the scheme details for what it invests in. From Axis Mutual Fund. It's been running since 27 Aug 2015.

Latest price per unit
₹12.6213
▲ 0.05% today
As of 22 Feb 2019 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.07 L
▲ ₹6.7k gain · 6.7% / year
Invested 3 years ago
₹1.29 L
▲ ₹29.2k gain · 8.9% / 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₹2.01 L
Gain / loss+₹21.1k
XIRR (annualised)7.45%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹2.02 L
Projected gain*+₹22.3k
*at this fund's historical rate of 7.45% 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
6.71%median 4.49% (+2.23%)
Rank #182 of 501Beats 58% of peers
3-year return
8.92%median 6.00% (+2.92%)
Rank #56 of 501Beats 74% of peers
Bumpiness (3Y)
8.33%median 5.00% (+3.34%)
Rank #307 of 501Less risky than 38% of peers
Worst-ever drop
-9.59%median -6.85% (-2.74%)
Rank #206 of 501Less risky than 59% 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 5 years were positive.

-6%
2015
+5%
2016
+16%
2017
+6%
2018
+1%
2019
Best year
2017 · 15.53%
Worst year
2015 · -5.58%

Price over time

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

Bumpiness & worst drops

Day-to-day bumpiness
8.3%

The value swings roughly 8% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-9.59%

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 25 - Direct Plan - Growth against other other funds.

Technical details (for the pros)
CAGR — 1 year6.71%
CAGR — 3 years8.92%
CAGR — 5 years—
CAGR — since launch5.75%
Volatility — 1 year (annualised)8.43%
Volatility — 3 years (annualised)8.33%
Max drawdown — 1 year-9.59%
Max drawdown — 3 years-9.59%
Sharpe ratio — 1 year (rf=6%)0.09
Sharpe ratio — 3 years (rf=6%)0.35

Fund info

Fund house
Axis Mutual Fund
Category
Income
Plan
Direct
Option
Growth
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
135233
First price on record
27 Aug 2015 · 843 daily prices

About Axis Hybrid Fund - Series 25 - Direct Plan - Growth

Axis Hybrid Fund - Series 25 - Direct Plan - Growth is a Income offered by Axis Mutual Fund under the Direct plan with the Growth option. It has approximately 11 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 25 - Direct Plan - Growth is ₹12.6213 (as of 22 Feb 2019). Historically, it has delivered 6.71% over the last year, 8.92% 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 8.3% annualised volatility — a "moderate" level of bumpiness; its deepest peak-to-trough fall on record was 9.6%. 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 25 - Direct Plan - Growth?+

The latest NAV of Axis Hybrid Fund - Series 25 - Direct Plan - Growth is ₹12.6213 as of 22 Feb 2019, up 0.05% from the previous day. NAV is updated once a business day after the market close.

What are the returns of Axis Hybrid Fund - Series 25 - Direct Plan - Growth?+

Axis Hybrid Fund - Series 25 - Direct Plan - Growth has delivered 1-year return 6.71%, 3-year CAGR 8.92%, since-inception CAGR 5.75%. Returns are historical and don't predict future performance — markets move in cycles.

What category does Axis Hybrid Fund - Series 25 - Direct Plan - Growth belong to?+

Axis Hybrid Fund - Series 25 - 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 25 - Direct Plan - Growth?+

Based on its 3-year annualised volatility of 8.3%, Axis Hybrid Fund - Series 25 - Direct Plan - Growth 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 25 - Direct Plan - Growth a direct plan?+

Axis Hybrid Fund - Series 25 - 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 25 - Direct Plan - Growth?+

Axis Hybrid Fund - Series 25 - Direct Plan - Growth has NAV history available from 27 Aug 2015 — approximately 11 years of track record and 843 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.