₹ 13.6994
NAV (Sep 30)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 13.6994
NAV (Sep 30)
Last 1Y | -1.1% |
Last 3Y | 2.6% |
Last 5Y | 2.2% |
Last 10Y | NA |
Since Inception | 4% |
6 Month CAGR | -0.2% |
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.
Expense Ratio | 2.27 |
Launched (11y ago) | Jul 30, 2013 |
AUM in Crores | 9.819 |
ISIN | INF846K01YU4 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 85+15 - ConservativeTR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 3.4 |
Standard Deviation (5yr) | 6 |
Beta (3yr) | 0 |
Beta (5yr) | 0.71 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | -0.619 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Axis Hybrid Fund Series 5 (Growth) | 7,71,863 | 39,251 | 2.2% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 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.
Fund Name | Fund Size | Rolling Returns |
---|---|---|
₹ 3,389 cr | ||
₹ 1,787 cr | ||
₹ 1,676 cr | ||
₹ 3,090 cr | ||
₹ 741 cr |
Axis Asset Management Company Limited
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
5.2% | 7.9% | ||
5.4% | 7% | ||
5.9% | 7% | ||
6.1% | 8% | ||
5.3% | 7.5% |
Axis Hybrid Fund Series 5 (G) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 4% over a period of 10 years. The fund is managed by Axis Asset Management Company Limited. The fund manager’s name is null.
Nav of Axis Hybrid Fund Series 5 (G) as of 9/30/2020 is ₹13.70 with the total AUM as of 3/29/2024 is ₹9.819. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Hybrid Fund Series 5 (G) was launched on Jul 30, 2013. The category risk of the fund is Low Risk.
The minimum SIP amount for Axis Hybrid Fund Series 5 (G) 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. Check your estimated returns on mutual funds by using sip calculator.
What is Axis Hybrid Fund Series 5 (G)?
How to invest in Axis Hybrid Fund Series 5 (G)?
You can invest in Axis Hybrid Fund Series 5 (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Axis Hybrid Fund Series 5 (G)?
The minimum sip amount for Axis Hybrid Fund Series 5 (G) is ₹0. You can invest in multiples of ₹5000.
Is Axis Hybrid Fund Series 5 (G) good to invest in?
As per Scripbox experts, Axis Hybrid Fund Series 5 (G) is a Not Reviewed Yet fund. You can investAxis Hybrid Fund Series 5 (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Axis Hybrid Fund Series 5 (G)?
The expense ratio of the Axis Hybrid Fund Series 5 (G) is 2.27% for regular plan.