₹ 13.6972
NAV (Sep 30)
Not Reviewed yet
Track Record
8 Years.
Relative Size
10 Cr.
Category View
.
Consistency Of Performance
.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Scheme Information
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.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Low Risk
2.27 %
Expense Ratio
Jul 30, 2013
Launched (8y ago)
₹ 10
AUM in Crores
INF846K01YT6
ISIN
No Lock-in
Lock-in
CRISIL Hybrid 85+15 - ConservativeTR INR
Benchmark
₹ 0
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Hybrid Funds
Aggressive Hybrid
26 Years
Age
Track Record
Aggressive Hybrid
22 Years
Age
Track Record
Conservative Hybrid
17 Years
Age
Track Record
Aggressive Hybrid
20 Years
Age
Track Record
Multi Asset Allocation
20 Years
Age
Track Record
About the AMC
Axis Asset Management Company Limited
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.
Liquid
Recommended
Top Ranked
₹ 23,571 Cr
Fund Size
5.9%
3Y returns
Large Cap
Recommended
Top Ranked
₹ 21,867 Cr
Fund Size
17%
3Y returns
Liquid
Top Ranked
₹ 23,571 Cr
Fund Size
5.4%
3Y returns
Liquid
Top Ranked
₹ 23,571 Cr
Fund Size
4.1%
3Y returns
Liquid
Top Ranked
₹ 23,571 Cr
Fund Size
4%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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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
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.
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.
The fund’s highest allocation is towards others and has invested 100.0% in this asset class.
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.
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) 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.