otherModerate risk

Axis Hybrid Fund - Series 26 - Direct Plan - Dividend

A specialised fund. Check the scheme details for what it invests in. From Axis Mutual Fund. It's been running since 15 Sep 2015.

Latest price per unit

₹12.7535

▲ 0.05% today

As of 8 Mar 2019 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.06 L

▲ ₹5.7k gain · 5.7% / year

Invested 3 years ago

₹1.27 L

▲ ₹26.9k gain · 8.3% / year

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

Price over time

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

Bumpiness & worst drops

Day-to-day bumpiness

7.7%

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

Worst drop ever

-10.57%

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

Technical details (for the pros)

CAGR — 1 year5.72%

CAGR — 3 years8.27%

CAGR — 5 years—

CAGR — since launch6.40%

Volatility — 1 year (annualised)8.53%

Volatility — 3 years (annualised)7.71%

Max drawdown — 1 year-10.57%

Max drawdown — 3 years-10.57%

Sharpe ratio — 1 year (rf=6%)-0.03

Sharpe ratio — 3 years (rf=6%)0.30

Fund info

Fund house: Axis Mutual Fund
Category: Income
Plan: Direct
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 135284
First price on record: 15 Sep 2015 · 839 daily prices

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.