otherModerate risk

Axis Hybrid Fund - Series 28 - 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 Nov 2015.

Latest price per unit

₹13.6893

▲ 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

₹1.07 L

▲ ₹6.7k gain · 6.7% / year

Invested 3 years ago

₹1.32 L

▲ ₹32.2k gain · 9.8% / 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

7.8%

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

Worst drop ever

-10.52%

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 year6.72%

CAGR — 3 years9.76%

CAGR — 5 years—

CAGR — since launch9.02%

Volatility — 1 year (annualised)8.90%

Volatility — 3 years (annualised)7.84%

Max drawdown — 1 year-10.52%

Max drawdown — 3 years-10.52%

Sharpe ratio — 1 year (rf=6%)0.09

Sharpe ratio — 3 years (rf=6%)0.41

Fund info

Fund house: Axis Mutual Fund
Category: Income
Plan: Direct
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 135619
First price on record: 23 Nov 2015 · 877 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.