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Scheme Information
Investment Objective
The primary objective is to generate income by investing in high quality fixed income securities that are maturing on or before the maturity of the Scheme whilst the secondary objective is to generate capital appreciation by investing in equity and equity related instruments.
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Axis Asset Management Company Limited manages assets worth 192,437 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 30 equity,93 debt and 35 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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Invest online & transfer
Invest via netbanking, UPI or through an SIP (eNACH mandate).
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The Scripbox Promise
Scripbox has helped over 2500 people become millionaires in the last 7 years
You'll never have to worry about what funds to choose. We'll suggest what's best for you.
Continuous monitoring & alerts
We will track our recommendations and suggest changes & fund exists whenever required.
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Annual reviews & rebalances
We review your investments and make course corrections every year to make the best out of your investments
About Axis Hybrid Fund Series 5 (DP-A)
About Axis Hybrid Fund Series 5 (DP-A)
Axis Hybrid Fund Series 5 (DP-A) is a conservative hybrid hybrid fund and has delivered an annualised return of 4.0% over a period of 8 years ..The fund is managed by Axis Asset Management Company Limited.The fund managers are Ashish Naik, Devang Shah
Axis Hybrid Fund Series 5 (DP-A) Investment Objective
The primary objective is to generate income by investing in high quality fixed income securities that are maturing on or before the maturity of the Scheme whilst the secondary objective is to generate capital appreciation by investing in equity and equity related instruments. However, there is no assurance that the objective of the scheme will be realized.
Axis Hybrid Fund Series 5 (DP-A) NAV,AUM,Risk
The Axis Hybrid Fund Series 5 (DP-A) fund was launched on Jul 30, 2013. The NAV (Net Asset Value) of this conservative hybrid hybrid as of 2020-09-30 is ₹ 13.6972. The total AUM (Asset Under Management) of the fund as of 2021-03-07 is ₹ 9.819. The category risk of the Axis Hybrid Fund Series 5 (DP-A) fund is Low Risk.
The fund charges 2.27 % as expense ratio.
Axis Hybrid Fund Series 5 (DP-A) Holdings
The fund’s highest allocation is towards others and has invested 100.0% in this asset class.
Axis Hybrid Fund Series 5 (DP-A) SIP
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 0 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
Axis Hybrid Fund Series 5 (DP-A) Investment volatility and Horizon
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Hybrid 85+15 - ConservativeTR INR
Axis Hybrid Fund Series 5 (DP-A) Review
Axis Hybrid Fund Series 5 (DP-A) has a score of 0 on a scale of 5. The fund scores 0 out of 5 based on historical performance. As compared to the other funds in its category, Axis Hybrid Fund Series 5 (DP-A) has a score of 0 out of 5.
Scipbox has rated this fund 0 out of 5 based on consistency of performance over various years / tenures.
