• Mutual Funds
  • Axis Mutual Fund
  • Axis Hybrid Fund Series 5 (Growth)
Axis Mutual Fund

Axis Hybrid Fund Series 5 (Growth)

HybridConservative Hybrid

13.6994

NAV (Sep 30)

2.2%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Rolling Returns

Invest in this fund
Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more
fund-logo
Parag Parikh Flexi Cap Regular Growth
17.1%5Y CAGR
fund-logo
HDFC Large and Mid Cap Fund Growth
12.7%5Y CAGR
fund-logo
PGIM India Midcap Opportunities Fund Regular Growth
15.8%5Y CAGR
fund-logo
Canara Robeco Bluechip Equity Fund Regular Plan Growth
12.4%5Y CAGR

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

13.6994

NAV (Sep 30)

Fund Returns

Last 1Y
-1.1%
Last 3Y
2.6%
Last 5Y
2.2%
Last 10Y
NA
Since Inception
4%
6 Month CAGR
-0.2%

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.

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
Fund Managers

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Axis Hybrid Fund Series 5 (Growth)70%7,71,863 39,2512.2%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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.

Asset allocation and Holdings

Last updated on 2020-09-30

Top Stock Holdings

See all holdings

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Regular Savings Fund (G)
ICICI Prudential Regular Savings Fund (G)

₹ 3,389 cr

₹ 1,787 cr

₹ 1,676 cr

₹ 3,090 cr

₹ 741 cr

amc-img

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 287,012 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 62 equity,113 debt and 32 hybrid funds.amc-img
phone-img022-43255161
Fund NameScripbox 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) Review

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.

Frequently Asked Questions

What is Axis Hybrid Fund Series 5 (G)?

Axis Hybrid Fund Series 5 (G) is a Conservative Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

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.