MF Gyan
otherModerate risk11 years oldSteady vs its 3-year pace

Axis Hybrid Fund - Series 27 - Direct Plan - Growth

A specialised fund. Check the scheme details for what it invests in. From Axis Mutual Fund. It's been running since 2 Nov 2015.

Latest price per unit
₹13.1205
▲ 0.01% today
As of 10 Jul 2019 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.05 L
▲ ₹4.6k gain · 4.6% / year
Invested 3 years ago
₹1.30 L
▲ ₹30.0k gain · 9.1% / 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+₹21.2k
XIRR (annualised)7.66%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹2.03 L
Projected gain*+₹22.9k
*at this fund's historical rate of 7.66% 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
4.64%median 4.49% (+0.15%)
Rank #216 of 501Beats 50% of peers
3-year return
9.14%median 6.00% (+3.14%)
Rank #53 of 501Beats 75% of peers
Bumpiness (3Y)
7.15%median 5.00% (+2.15%)
Rank #290 of 501Less risky than 41% of peers
Worst-ever drop
-10.41%median -6.85% (-3.56%)
Rank #199 of 501Less risky than 60% 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.

-1%
2015
+5%
2016
+18%
2017
+4%
2018
+5%
2019
Best year
2017 · 18.26%
Worst year
2015 · -1.18%

Price over time

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

Bumpiness & worst drops

Day-to-day bumpiness
7.1%

The value swings roughly 7% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-10.41%

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 27 - Direct Plan - Growth against other other funds.

Technical details (for the pros)
CAGR — 1 year4.64%
CAGR — 3 years9.14%
CAGR — 5 years—
CAGR — since launch8.15%
Volatility — 1 year (annualised)7.50%
Volatility — 3 years (annualised)7.15%
Max drawdown — 1 year-10.41%
Max drawdown — 3 years-10.41%
Sharpe ratio — 1 year (rf=6%)-0.17
Sharpe ratio — 3 years (rf=6%)0.37

Fund info

Fund house
Axis Mutual Fund
Category
Income
Plan
Direct
Option
Growth
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
135528
First price on record
2 Nov 2015 · 890 daily prices

About Axis Hybrid Fund - Series 27 - Direct Plan - Growth

Axis Hybrid Fund - Series 27 - 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 27 - Direct Plan - Growth is ₹13.1205 (as of 10 Jul 2019). Historically, it has delivered 4.64% over the last year, 9.14% 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 7.1% annualised volatility — a "moderate" level of bumpiness; its deepest peak-to-trough fall on record was 10.4%. 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 27 - Direct Plan - Growth?+

The latest NAV of Axis Hybrid Fund - Series 27 - Direct Plan - Growth is ₹13.1205 as of 10 Jul 2019, 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 27 - Direct Plan - Growth?+

Axis Hybrid Fund - Series 27 - Direct Plan - Growth has delivered 1-year return 4.64%, 3-year CAGR 9.14%, since-inception CAGR 8.15%. Returns are historical and don't predict future performance — markets move in cycles.

What category does Axis Hybrid Fund - Series 27 - Direct Plan - Growth belong to?+

Axis Hybrid Fund - Series 27 - 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 27 - Direct Plan - Growth?+

Based on its 3-year annualised volatility of 7.1%, Axis Hybrid Fund - Series 27 - 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 27 - Direct Plan - Growth a direct plan?+

Axis Hybrid Fund - Series 27 - 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 27 - Direct Plan - Growth?+

Axis Hybrid Fund - Series 27 - Direct Plan - Growth has NAV history available from 2 Nov 2015 — approximately 11 years of track record and 890 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.